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🔮 Inflation Trap Repricing
BTC and ETH didn’t just see outflows; they got reminded that macro still owns the steering wheel. A hotter CPI print yanked away the easy rate-cut story, and ETF demand instantly showed how fragile the current risk appetite really is.
From where I sit, 🧲 this is more than a noisy day. Heavy outflows in the majors alongside modest strength in SOL and XRP suggest capital is rotating within crypto, not embracing the whole complex. That’s a subtle but important split: the market is not dead, it’s becoming more selective, and that usually happens when liquidity expectations tighten.
👁️🗨️ My sharpest takeaway: ETF flows are the cleanest real-time read on sentiment here, and right now they’re flashing caution, not confirmation. #BTC #ETH #Macro
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