$200 billion—and none of it flowed into crypto this week.
Meta announced $95 billion in financing, while Anthropic filed for an IPO and is reportedly seeking to raise up to $100 billion (CoinDesk).
The Nasdaq has risen for two straight days, while BTC has only clawed its way back from below $80,000 to $80,700. The Fear & Greed Index is at 45 (CoinMarketCap).
The money hasn’t disappeared—it’s just lining up for AI.
Think about it the other way around: after tonight’s FOMC, if the Nasdaq keeps rising while BTC still can’t hold above $82,000 (around the ETF average cost basis), it suggests capital is being siphoned away. A high-volume breakout above that level would invalidate this view.
#FOMC #BTC $BTC
Meta announced $95 billion in financing, while Anthropic filed for an IPO and is reportedly seeking to raise up to $100 billion (CoinDesk).
The Nasdaq has risen for two straight days, while BTC has only clawed its way back from below $80,000 to $80,700. The Fear & Greed Index is at 45 (CoinMarketCap).
The money hasn’t disappeared—it’s just lining up for AI.
Think about it the other way around: after tonight’s FOMC, if the Nasdaq keeps rising while BTC still can’t hold above $82,000 (around the ETF average cost basis), it suggests capital is being siphoned away. A high-volume breakout above that level would invalidate this view.
#FOMC #BTC $BTC
