From a capital-flow perspective:
When the broader environment shifts, leveraged funds are often the first to react, followed by ETFs and over-the-counter funds.
“Macro outlook for this week: Jensen Huang’s affair could become an AI ‘black swan’; U.S. CPI data and neocloud companies’ earnings are worth watching.”
Keep an eye on whether leverage is shrinking significantly and whether ETFs are seeing redemptions.
$BTC — let’s observe for now.
When the broader environment shifts, leveraged funds are often the first to react, followed by ETFs and over-the-counter funds.
“Macro outlook for this week: Jensen Huang’s affair could become an AI ‘black swan’; U.S. CPI data and neocloud companies’ earnings are worth watching.”
Keep an eye on whether leverage is shrinking significantly and whether ETFs are seeing redemptions.
$BTC — let’s observe for now.
