Postingan

📊 Crypto Is Trading Like a Macro Risk Asset The current market looks more driven by macro conditions than by crypto-specific factors. $BTC around $64.3K is holding up better than $ETH and $SOL over the past 24 hours, suggesting traders are favoring liquidity and relatively defensive positioning over higher-beta assets. The biggest short-term catalyst remains U.S. CPI data and its impact on Fed expectations. At the same time, ongoing Strait of Hormuz tensions keep the possibility of renewed inflation pressure on the table. Diverging ETF flows between BTC and ETH also suggest that institutional risk appetite is still selective. For now, a broad and sustained crypto recovery needs stronger confirmation. Not financial advice — just analysis. #AIInfraEarningsWatch #CPIToResetFedBets #AIInfraFundingDiverges