đ¨ Pre-market watchď˝ETF buys a frenzy of 2.4B in a single week vs. Hormuz still shut, BTC stuck around 84K
đĽ Two forces collide head-on:
â Money is enteringâLast week, US spot BTC ETFs saw net inflows of $2.4 billion, the strongest week since Oct 2025. The cumulative 2026 net flow turned positive for the first time (The Block)
⥠Risk hasnât easedâTrump rejected Iranâs ceasefire proposal to reopen the Strait of Hormuz for 7 days, and also told advisors that bombing would resume after the midterm election. At the same time, the US Treasury launched âeconomic exileâ measures, imposing targeted financial sanctions on multiple banks and aviation service providers
đ The result is a stalemate: $BTC is currently quoted at $84,355, up +0.35% over 24h; the intraday range is only $83,798â$84,474. Even though capital is buying, it still canât break above 84.5K. ETH 2,693 (+0.15%), SOL 121 (-0.69%), XRP 1.53 (-2.45%); major coins overall are moving sideways.
đĄ Two hidden storylines are worth tracking more closely:
1ď¸âŁ $ZEC 24h surged 6.2% to 1,649 (high 1,698). Grayscaleâs Zcash ETF net assets have already surpassed $1 billion, and hot posts on the forum point directly to a $1,900â$2,000 target
2ď¸âŁ Bitget hot wallet was hacked for roughly $350â$387.5 million. GoPlus says the attack pierced the trust chain of transaction signatures, not the private keys. CEO Gracy Chen said the IP/VPN fingerprint matches attacks linked to North Koreaâsecurity risk becomes a key variable for the sector again
â ď¸ Macros are still pressuring: US 1-year inflation expectations rose to 4.6%, 5-year to 3.4%. The size of Treasury issuance has broken $40 trillion, and yields on the long end remain at multi-decade highs. Rate hikes/cuts from the Fed are uncomfortable either way.
đ§ The soul-searching question before the open: Can ETF buying absorb the sell pressure from geopolitics?
A. It canâ84K is the bottom; first look at 88K
B. It canâtâwait for a pullback to 80K
C. Trade sideways while waiting for Middle East and Non-Farm payroll news
The above does not constitute investment adviceâjust sharing information and data.
#ćŻçšĺ¸ #ĺ ĺŻč´§ĺ¸ #ćŠçč§ĺŻ #Strait of Hormuz
đĽ Two forces collide head-on:
â Money is enteringâLast week, US spot BTC ETFs saw net inflows of $2.4 billion, the strongest week since Oct 2025. The cumulative 2026 net flow turned positive for the first time (The Block)
⥠Risk hasnât easedâTrump rejected Iranâs ceasefire proposal to reopen the Strait of Hormuz for 7 days, and also told advisors that bombing would resume after the midterm election. At the same time, the US Treasury launched âeconomic exileâ measures, imposing targeted financial sanctions on multiple banks and aviation service providers
đ The result is a stalemate: $BTC is currently quoted at $84,355, up +0.35% over 24h; the intraday range is only $83,798â$84,474. Even though capital is buying, it still canât break above 84.5K. ETH 2,693 (+0.15%), SOL 121 (-0.69%), XRP 1.53 (-2.45%); major coins overall are moving sideways.
đĄ Two hidden storylines are worth tracking more closely:
1ď¸âŁ $ZEC 24h surged 6.2% to 1,649 (high 1,698). Grayscaleâs Zcash ETF net assets have already surpassed $1 billion, and hot posts on the forum point directly to a $1,900â$2,000 target
2ď¸âŁ Bitget hot wallet was hacked for roughly $350â$387.5 million. GoPlus says the attack pierced the trust chain of transaction signatures, not the private keys. CEO Gracy Chen said the IP/VPN fingerprint matches attacks linked to North Koreaâsecurity risk becomes a key variable for the sector again
â ď¸ Macros are still pressuring: US 1-year inflation expectations rose to 4.6%, 5-year to 3.4%. The size of Treasury issuance has broken $40 trillion, and yields on the long end remain at multi-decade highs. Rate hikes/cuts from the Fed are uncomfortable either way.
đ§ The soul-searching question before the open: Can ETF buying absorb the sell pressure from geopolitics?
A. It canâ84K is the bottom; first look at 88K
B. It canâtâwait for a pullback to 80K
C. Trade sideways while waiting for Middle East and Non-Farm payroll news
The above does not constitute investment adviceâjust sharing information and data.
#ćŻçšĺ¸ #ĺ ĺŻč´§ĺ¸ #ćŠçč§ĺŻ #Strait of Hormuz