【Evening Market Watch】Crypto market sentiment is sluggish!
$BTC ETF recorded its largest weekly outflow since late June, with net redemptions of $389.7 million. BlackRock’s IBIT and Fidelity’s FBTC led the pullbacks. Prices have been trading in a tight range of $63K–$64.5K, already down by half from the October 2025 high.
The macro picture is also not encouraging: Brent crude broke above $91, while WTI is heading toward $85, mainly due to Trump’s threat to bomb Oman and disruptions to passage through the Strait of Hormuz. The U.S.–Iran ceasefire agreement has expired, and Iran has shifted policy to “full-on offensiveness,” driving geopolitical risks sharply higher.
Tensions in the Middle East are pushing up inflation expectations. The 10-year U.S. Treasury yield rose to 4.68%, and the 30-year reached 5.3% (the highest since 2007). Non-yielding assets are under pressure, yet U.S. stocks are holding up thanks to the AI sector.
Wait—are the ETF outflows a sign of risk aversion or an opportunity? What is the market waiting for?
NFA | DYOR
#BTC #加密货币 #ETF #地缘政治 #Macro
$BTC ETF recorded its largest weekly outflow since late June, with net redemptions of $389.7 million. BlackRock’s IBIT and Fidelity’s FBTC led the pullbacks. Prices have been trading in a tight range of $63K–$64.5K, already down by half from the October 2025 high.
The macro picture is also not encouraging: Brent crude broke above $91, while WTI is heading toward $85, mainly due to Trump’s threat to bomb Oman and disruptions to passage through the Strait of Hormuz. The U.S.–Iran ceasefire agreement has expired, and Iran has shifted policy to “full-on offensiveness,” driving geopolitical risks sharply higher.
Tensions in the Middle East are pushing up inflation expectations. The 10-year U.S. Treasury yield rose to 4.68%, and the 30-year reached 5.3% (the highest since 2007). Non-yielding assets are under pressure, yet U.S. stocks are holding up thanks to the AI sector.
Wait—are the ETF outflows a sign of risk aversion or an opportunity? What is the market waiting for?
NFA | DYOR
#BTC #加密货币 #ETF #地缘政治 #Macro