المنشور

BTC is hovering near the 65K handle with spot ETFs posting six consecutive days of net inflows — roughly626M flowed in between Aug 3–5, plus another $102M on Aug 7. The catch: BlackRock’s IBIT absorbed about three-quarters of that capital. Encouraging, but the price structure still looks more like base-building than the start of a breakout phase. SOL has shown a slight edge over the past two weeks, climbing from ~73 to ~77 while BTC added a smaller percentage from its lows. That’s a welcome sign of market participation, though not enough to call a broad rotation into riskier assets. I’m guardedly optimistic here, but the inflation reassessment — headline CPI running at 4.2% YoY with core sticky at 2.9% — plus the Hormuz agreement still awaiting final executive sign-off are likely to keep position sizing light. Persistent inflows matter more than an isolated positive close. Not advice. Just watching the tape. #CPIToResetFedBets $BTC $ETH $SOL #AIMemorySelloffEases #BTCETHETFInflowsReturn Sources BTC price & technicals: CoinDesk / CoinCodex (Aug 10, 2026) ETF flow data: The Block / CoinDesk (Aug 3–7, 2026) SOL price action: CoinCodex (Jul 31–Aug 10, 2026) CPI data: Trading Economics (May 2026) Hormuz status: The Guardian (Aug 10, 2026)