🚨 5 market stories to watch today ₿ #Bitcoin $BTC remains near $63K despite cooler US inflation and improving expectations for easier monetary policy. If macro is getting better but BTC isn’t moving, crypto-native demand may be the real problem. 📈 Stocks: US equity funds saw $2.58B inflows, while tech funds lost $ 4.62B. Capital isn’t leaving it may be rotating away from expensive tech. 🤖 Anthropic: potential IPO valuations reportedly assume $190–200B revenue by 2028. This could become a major test of whether current AI valuations are sustainable. 🇨🇳 China: US–China competition is increasingly about AI, chips, critical minerals and supply chains not just trade. ⚡ AI infrastructure: billion-dollar data-center projects continue, while Cerebras recently fell ~16% despite strong AI-chip demand. Being “AI” is no longer enough. 🎯 The market may be shifting from narratives → real cash flows. $BTC #BTC Price Analysis#