$1.28B walked out of spot Bitcoin ETFs last week. $BTC is still sitting near $76K. That gap is the story going into Monday.
Sunday digest, what actually matters:
1) ETF flows: US spot BTC ETFs logged about -$1.28B net for Nov 2–6 (TFTC data), with only Wednesday in the green. That pushed their 2026 cumulative flows back below zero.
2) Macro: October payrolls came in at 165K with unemployment at 4.1%. A print that strong has Fed futures leaning hawkish into the Dec 9 decision. Next test: October CPI on Tuesday, Nov 10.
3) Price check (Binance spot, now): BTC $75,955, 24h range $75,571–$76,250, a quiet weekend after a rough week. ETH $2,239.5 (-0.5%), XRP $1.1635 (-1.1%), BNB $698.9 (+0.4%).
4) Alts with dates on the calendar:
- $STRK is down 6.2% in 24h to $0.0394 ahead of a 127M token unlock scheduled for Nov 15. Unlocks plus a thin weekend book can get volatile, so size carefully.
- $SOL trades at $89.32, down 5.5% over 7 days, with Solana Breakpoint in London set for Nov 15–17.
- HYPE is at $77.16 (-2.2%), one of the weaker large caps on the week.
My read: flows are bearish, but price is holding a tight range. If CPI comes in hot, the $75.5K floor is the first level that gets tested.
What are you watching this week: CPI, ETF flows, or the STRK unlock?
Not financial advice.
#CryptoNews #Bitcoin #Macro
Sunday digest, what actually matters:
1) ETF flows: US spot BTC ETFs logged about -$1.28B net for Nov 2–6 (TFTC data), with only Wednesday in the green. That pushed their 2026 cumulative flows back below zero.
2) Macro: October payrolls came in at 165K with unemployment at 4.1%. A print that strong has Fed futures leaning hawkish into the Dec 9 decision. Next test: October CPI on Tuesday, Nov 10.
3) Price check (Binance spot, now): BTC $75,955, 24h range $75,571–$76,250, a quiet weekend after a rough week. ETH $2,239.5 (-0.5%), XRP $1.1635 (-1.1%), BNB $698.9 (+0.4%).
4) Alts with dates on the calendar:
- $STRK is down 6.2% in 24h to $0.0394 ahead of a 127M token unlock scheduled for Nov 15. Unlocks plus a thin weekend book can get volatile, so size carefully.
- $SOL trades at $89.32, down 5.5% over 7 days, with Solana Breakpoint in London set for Nov 15–17.
- HYPE is at $77.16 (-2.2%), one of the weaker large caps on the week.
My read: flows are bearish, but price is holding a tight range. If CPI comes in hot, the $75.5K floor is the first level that gets tested.
What are you watching this week: CPI, ETF flows, or the STRK unlock?
Not financial advice.
#CryptoNews #Bitcoin #Macro