CPI Cooling, But Bitcoin Still Needs Liquidity
July CPI came in at 3.4% YoY, while core CPI landed at 2.5% — both in line with expectations. That eases some macro pressure, but it’s not enough on its own to confirm a fresh bull market.
The real question is whether new capital is entering.
On August 12, U.S. spot Bitcoin ETFs saw around $61M in net outflows, while Ethereum ETFs recorded roughly $7M in inflows.
So, cooler CPI removes a headwind — but it doesn’t automatically bring buyers.
I’m watching three key signals:
Treasury yields: Do they continue to decline?
ETF flows: Do sustained inflows return?
$BTC volume: Can Bitcoin break resistance with genuine buying pressure?
If all three line up, CPI relief could turn into a stronger bullish catalyst.
Until then, improving macro conditions ≠ guaranteed upside.
#CPIEasesHikeBets #AIInfraEarningsWatch #SpaceX99ValueFromAI
July CPI came in at 3.4% YoY, while core CPI landed at 2.5% — both in line with expectations. That eases some macro pressure, but it’s not enough on its own to confirm a fresh bull market.
The real question is whether new capital is entering.
On August 12, U.S. spot Bitcoin ETFs saw around $61M in net outflows, while Ethereum ETFs recorded roughly $7M in inflows.
So, cooler CPI removes a headwind — but it doesn’t automatically bring buyers.
I’m watching three key signals:
Treasury yields: Do they continue to decline?
ETF flows: Do sustained inflows return?
$BTC volume: Can Bitcoin break resistance with genuine buying pressure?
If all three line up, CPI relief could turn into a stronger bullish catalyst.
Until then, improving macro conditions ≠ guaranteed upside.
#CPIEasesHikeBets #AIInfraEarningsWatch #SpaceX99ValueFromAI