Bitcoin has just changed the structure of this market.
#bitcoin is around $71.8K, up roughly 11.5% in 24 hours, after breaking through $65K, $68K and $70K. #Ethereum has exploded to about $2.28K, while #XRP is near $1.15 and SOL around $87.5.
This wasn’t just a technical squeeze.
Wednesday’s
#CryptoETFs flows were huge:
$BTC ETFs: +$517.2M
$ETH ETFs: +$186.8M
Bitcoin ETFs have now taken in roughly $1.0B across three sessions.
Then two catalysts hit simultaneously.
The Treasury doubled long-duration bond buybacks, initially pushing yields lower, while Wednesday’s White House crypto summit saw Trump publicly urge Congress to pass a “fair version” of the CLARITY Act. The combination triggered a major repricing across crypto.
The catch: macro risk hasn’t disappeared.
The 10Y has already rebounded toward 4.67%, DXY is around 98.72, and Brent is above $93.
BTC structure now:
$72K–$72.1K = immediate resistance
Break → watch $73.5K.
$70K = first support
Lose $68.5K → breakout structure starts weakening.
Today: 13:30 UK jobless claims + Philly Fed, then 15:00 leading indicators.
Bullish: $70K holds + ETF inflows persist.
Bearish: yields/oil rise + BTC loses $68.5K.
Yesterday was the breakout. Today tells us whether institutions can make it stick.
#markets