Postaus

Open the news, and it's all good news. Tomorrow night is the CPI release, what do you think? Will BTC fall below 63000, or will it use the data to surge to 66000? "US spot crypto ETFs had a combined net inflow of about $1.1 billion last week." "BlackRock's IBIT attracted nearly $200 million in a single day." "$ETH ETFs have had consecutive days of net inflows." Open the market again— $BTC at $64000. Stuck here, not moving. Can't go up, can't go down. Like an invisible wall. Is the 65000 level a top or a bottom? Bears say: whales are selling, miners are selling, ETFs are starting to flow out again, 65000 is the ceiling. Bulls say: the proportion of long-term holders has hit a historic high, ETFs have had a cumulative net outflow of about $5 billion this year but the price is still at 64000, indicating a strong bottom. Who is right? I don't know. But I do know one thing— The market now is no longer one where "buying ETFs means easy wins." When ETFs first launched in 2024, money came in and prices rose, simple and straightforward. The 2026 script is much more complex: ETF buying, whale selling, miner unloading, macro data—four forces competing simultaneously. When the CPI data comes out tomorrow night, it may directly break this balance. In this market now, buyers and sellers are engaged in a war of attrition. Whoever lasts till the end, calls the shots. The 65000 mountain won't be the end. But before climbing over it, you have to survive this war of attrition. Tomorrow night’s CPI, what do you think? Will BTC fall below 63000, or will it use the data to surge to 66000? #AIInfraEarningsWatch #CPIToResetFedBets #AIInfraFundingDiverges