#ETF buying reverses, BTC leverage positions rise
The negatives are piling up. I'm waiting for Monday to clear
The position is not moving. Sunday screens are quieter than weekdays. The K-line stops, the Hormuz protocol hangs, and $BZ waits. The news is coming out every day, but there is not a single number moving on the market-this is the easiest time to overthink.
On the Hormuz side, the agreement is pending, the United States opposes, and Iran does not retreat. Trump said he might declare the Straits "American territory." If this sentence were put on Monday, crude oil would jump at least 3%. But it's the weekend, the futures are closed, and all the risks are waiting for the opening at 9 o'clock on Monday to be priced.
The $ETH is also there. Money is being withdrawn, leverage is increasing, and both sides are waiting for the other to move first. Last week, net inflows of 1.1 billion were followed by an outflow of 145 million on Monday. Institutional buying did not catch up, but the open futures contracts returned to 765,820, with a nominal value of 49.2 billion US dollars, and the fund rate remained positive-spot demand is retreating, leverage positions are increasing, and both sides are accumulating.
If crude oil rises by 3% on Monday, inflation expectations rise, US bond yields rise, and short-term pressure on $BTC . If the ETF continues to flow out, leveraged long positions become liquidation pressure, and the price goes down one level first. Both variables are not good.
The empty ticket is still there. It's not that I don't want to move, it's that I can't move on the weekend. Wait for Monday at 9 o'clock, wait for crude oil to open, wait for ETFs to o
The negatives are piling up. I'm waiting for Monday to clear
The position is not moving. Sunday screens are quieter than weekdays. The K-line stops, the Hormuz protocol hangs, and $BZ waits. The news is coming out every day, but there is not a single number moving on the market-this is the easiest time to overthink.
On the Hormuz side, the agreement is pending, the United States opposes, and Iran does not retreat. Trump said he might declare the Straits "American territory." If this sentence were put on Monday, crude oil would jump at least 3%. But it's the weekend, the futures are closed, and all the risks are waiting for the opening at 9 o'clock on Monday to be priced.
The $ETH is also there. Money is being withdrawn, leverage is increasing, and both sides are waiting for the other to move first. Last week, net inflows of 1.1 billion were followed by an outflow of 145 million on Monday. Institutional buying did not catch up, but the open futures contracts returned to 765,820, with a nominal value of 49.2 billion US dollars, and the fund rate remained positive-spot demand is retreating, leverage positions are increasing, and both sides are accumulating.
If crude oil rises by 3% on Monday, inflation expectations rise, US bond yields rise, and short-term pressure on $BTC . If the ETF continues to flow out, leveraged long positions become liquidation pressure, and the price goes down one level first. Both variables are not good.
The empty ticket is still there. It's not that I don't want to move, it's that I can't move on the weekend. Wait for Monday at 9 o'clock, wait for crude oil to open, wait for ETFs to o