Fidelity analyst Timmer’s cycle accumulation strategy: he attributes this round of gains to a weaker U.S. dollar + a global macro liquidity inflection point, rather than simply ETF inflows. The core logic is that bond repo balance sheet expansion → repricing of risk assets, which is macro-driven, institutional-level position management.
BTC is currently $79,910, up 1.8% in the past 24 hours, and has slightly pulled back from above $80,000. Under Timmer’s framework, after the macro inflection is confirmed, a pullback to the $78,500–$79,000 range is considered the continuation of the accumulation window; if it falls below $77,200, then the near-term trend structure needs to be reassessed. #BTC
BTC is currently $79,910, up 1.8% in the past 24 hours, and has slightly pulled back from above $80,000. Under Timmer’s framework, after the macro inflection is confirmed, a pullback to the $78,500–$79,000 range is considered the continuation of the accumulation window; if it falls below $77,200, then the near-term trend structure needs to be reassessed. #BTC