Hello, nephews!

The week starts in the red. Bitcoin at $63k, falling, and the blame is on the usual suspects: the US and Iran trading blows over the weekend, the world in risk-off mode. Everyone rushing for safety.

But there’s a detail under all the panic that almost nobody is looking at.

Bitcoin and Ethereum ETFs have just broken eight straight weeks of outflows. Eight. For the first time in almost two months, institutional money stopped leaving and started coming back in. Right now, in the middle of the war headline.

See the game? The little fish reads “missile” and sells. The shark reads the flow and buys from the little fish.

I’m not saying the correction is over. I’m saying that when the price drops and the big money comes back in, that’s not a contradiction—it’s disguised accumulation of the dip.

The week still has CPI tomorrow and PPI on Wednesday. It’s going to swing. Stay sharp.