Innlegg

Quick gut-check on the market 📊 "The '$BTC just hit a new record' talk going around? Not accurate. $BTC is still trading well below its all-time high — it's recovering, not breaking new ground." This is a rotation market, not an everything-pumps market, and capital is moving with purpose. $BTC and $ETH remain the names drawing the most eyes in flow data, even though ETF inflows have actually run negative lately. Meanwhile RWA and infrastructure plays like $LINK and $ONDO keep pulling bids as traders hunt for relative strength. Macro noise is real too: the 30-year yield is holding elevated, and the rare U.S.-Japan yen intervention is adding fresh risk-on/risk-off tension. Follow the data, not the hype. #30YrYieldTopOrStart #USJapanYenIntervention #EarningsWeekAhead