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Bi Trader 03
📉 THIS PULLBACK LOOKS MORE LIKE A LIQUIDITY REPRICING THAN A CRYPTO-SPECIFIC BREAKDOWN.
$BTC around $64,188 is holding up relatively better than $ETH , while ongoing Strait of Hormuz risks and the upcoming CPI release continue to keep markets cautious around interest rates and energy-driven inflation.
For now, my bias remains defensive.
The divergence in $BTC and $ETH ETF flows suggests capital may be becoming more selective rather than leaving crypto altogether. $ETH’s deeper pullback reinforces that view.
Until the macro picture becomes clearer, I’m focusing less on broad risk-on narratives and more on relative strength, liquidity, and capital flows.
The market may not be breaking down.
It may simply be repricing risk. 👀
Just my read — not financial advice. DYOR.
#AIInfraEarningsWatch #CPIToResetFedBets #AIInfraFundingDiverges
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