$BTC back above 80k, funding at +0.0072% — not overheated yet. The real signal? US spot ETFs just hit 8 straight days of inflows, ~$2.8B total this cycle.
Nasdaq +1.57%, S&P +0.72% overnight. NVDA ripped 8.7% as AI trade heats up again. But 10Y still sitting at 4.68%, DXY ~99.2.
$BTC strength = spot demand. Equities strength = AI earnings. As long as ETF flows hold and BTC stays above 80k, bias stays bullish.
Tonight's wildcard: Jackson Hole. If long-end yields chill, $BTC and tech can keep running together. If not, we're rangebound.
Nasdaq +1.57%, S&P +0.72% overnight. NVDA ripped 8.7% as AI trade heats up again. But 10Y still sitting at 4.68%, DXY ~99.2.
$BTC strength = spot demand. Equities strength = AI earnings. As long as ETF flows hold and BTC stays above 80k, bias stays bullish.
Tonight's wildcard: Jackson Hole. If long-end yields chill, $BTC and tech can keep running together. If not, we're rangebound.