@zneuw
Quiet day on markets
But the smart money was busy.
Key shifts happening in silence:
• $SPX hit fresh intraday ATHs, then faded—correlations breaking down
• $BTC coiled at ~$91K with volume evaporating (classic pre-move setup)
• $ETH spot ETFs pulled in $100M+ net inflows—quiet rotation while BTC sleeps
• $XRP +25% YTD purely on narrative + flows, full decoupling
• Polymarket × WSJ/Dow Jones partnership just dropped—prediction markets now mainstream
• Bernstein calling 2026 the tokenization supercycle (RWAs, stables, preds)
No noise.
That’s the signal.
Biggest moves build when everyone’s bored and looking away.
Positioning now… or waiting for the crowd to confirm it’s already running?
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