BTC

“$BTC is $67k right now. This move isn’t “crypto narrative” driven it’s liquidity + macro. #1: macro is tightening the tape Oil/inflation headlines → rate-cut expectations get pushed out → USD/yields bid → risk assets (including BTC) get sold into rallies. #2: spot bid isn’t strong enough yet When the clean spot buyer (ETFs) isn’t consistently absorbing supply, every bounce turns into an exit window. What I’m watching next: Does BTC hold the mid-$67k area after dips, or do sellers hit every bounce (bid strength vs urgency). Do flows flip back to net buying, or stay choppy (that’s been the real driver of “stability” this cycle). Funding/OI: if leverage rebuilds while spot stays weak, you get sharper wicks. If price is driven by liquidity, the only question that matters is: who’s more forced right now sellers needing out, or buyers waiting for better terms?”