@baklanich
btc at $68k feels like a stalemate. on one hand, we have 5 weeks of etf outflows ($3.8b total, ouch); on the other, blackrock and fidelity finally showed some net inflow life on friday ($88m).
the "extreme fear" index at 9-14 is wild considering we aren't even crashing, just... flat. it’s a pure crisis of confidence. everyone is waiting for the macro shoe to drop with the new tariff rulings, while gold keeps outperforming.
real talk: the market is bored and terrified at the same time. i’m watching the $67.5k level closely. if we lose it, the "buying opportunity" crowd is going to get tested real hard.
staying light on leverage and heavy on caffeine.
/market /bitcoin /macro
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