🐳 Chip flow perspective:
“Tom Lee: Warsh’s remarks are more dovish, which is positive for risk assets and a recovery in AI trading”
After the news comes out, I’ll ask three questions about fund flows:
1. Are large orders net buying or net selling?
2. Can trading volume for $BTC ($1.155 billion over 24h) continue to grow?
3. Are there any unusual on-chain transfers to exchanges?
Only when all three point in the same direction has the news been validated by fund flows; otherwise, it’s probably just a sentiment-driven blip.
The market already knows this, so the follow-through is unlikely to be strong.
#BTC
“Tom Lee: Warsh’s remarks are more dovish, which is positive for risk assets and a recovery in AI trading”
After the news comes out, I’ll ask three questions about fund flows:
1. Are large orders net buying or net selling?
2. Can trading volume for $BTC ($1.155 billion over 24h) continue to grow?
3. Are there any unusual on-chain transfers to exchanges?
Only when all three point in the same direction has the news been validated by fund flows; otherwise, it’s probably just a sentiment-driven blip.
The market already knows this, so the follow-through is unlikely to be strong.
#BTC