المنشور

📉 THIS PULLBACK LOOKS MORE LIKE A LIQUIDITY REPRICING THAN A CRYPTO-SPECIFIC BREAKDOWN. $BTC around $64,188 is holding up relatively better than $ETH , while ongoing Strait of Hormuz risks and the upcoming CPI release continue to keep markets cautious around interest rates and energy-driven inflation. For now, my bias remains defensive. The divergence in $BTC and $ETH ETF flows suggests capital may be becoming more selective rather than leaving crypto altogether. $ETH’s deeper pullback reinforces that view. Until the macro picture becomes clearer, I’m focusing less on broad risk-on narratives and more on relative strength, liquidity, and capital flows. The market may not be breaking down. It may simply be repricing risk. 👀 Just my read — not financial advice. DYOR. #AIInfraEarningsWatch #CPIToResetFedBets #AIInfraFundingDiverges