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Investor confidence is being tested from every angle right now. The latest US CPI print was not an inflation shock. That’s good news for risk. It takes some pressure off the Fed and keeps the door open for a more accommodative path ahead. For crypto, cooling inflation and better liquidity conditions are exactly the foundation we need for fresh capital to come back in. But the story isn’t that simple. Tensions around the Strait of Hormuz are the wild card. If energy supplies get disrupted for long, oil prices jump and inflation expectations could flare up again. That would make it harder for the Fed to ease, and liquidity sensitive assets like crypto would feel it first. ETF flows are telling their own story too. Institutional money is back, but it’s not blind. The divergence between $BTC and $ETH ETF flows shows institutions are getting selective. That’s caution, not a collapse in conviction. The focus is still on the big two. $BTC and $ETH remain at the center of institutional attention. $SOL is also standing out because of real ecosystem activity and growing on-chain usage. $OKB deserves a look as well. Exchange activity and actual token utility could drive more demand there. The market has shifted. Investors now want liquidity, real usage, and demand that can actually last. It’s less about calling the perfect top or bottom, and more about watching how inflation, liquidity, geopolitics and confidence battle it out. If inflation keeps cooling, Hormuz tensions fade, and ETF flows pick up, sentiment can flip bullish fast. But if oil spikes and the Fed gets more cautious, crypto will face another real test. Confidence hasn’t vanished. People just want stronger proof before they deploy more capital. #CPIInLineFedWatch #BTCETHETFFlowsDiverge $BTC $ETH #SECActsAsCLARITYWaits #AIInfraEarningsWatch