$BTC just had its best week in 2.5 years — up 23%. But let's talk about what's actually moving under the hood.
US spot $BTC ETFs pulled in ~$1.6B this week. Single day? Over $600M. Meanwhile global liquidity is flooding into equities, bonds, and gold at the same time.
Two macro catalysts dead ahead:
• NVIDIA earnings
• Jackson Hole (Fed + global central banks)
AI profitability, long-term rates, dollar liquidity — all of it could swing both equities and $BTC hard.
Also: Grayscale is pushing a $ZEC ETF. A privacy coin in the US ETF system? That's worth watching closely.
Personal note: I've been DCA'ing since $BTC hit $16k in 2022. Can't control the chop. Can control cash flow, position size, and risk tolerance.
Not financial advice. Just my playbook.
US spot $BTC ETFs pulled in ~$1.6B this week. Single day? Over $600M. Meanwhile global liquidity is flooding into equities, bonds, and gold at the same time.
Two macro catalysts dead ahead:
• NVIDIA earnings
• Jackson Hole (Fed + global central banks)
AI profitability, long-term rates, dollar liquidity — all of it could swing both equities and $BTC hard.
Also: Grayscale is pushing a $ZEC ETF. A privacy coin in the US ETF system? That's worth watching closely.
Personal note: I've been DCA'ing since $BTC hit $16k in 2022. Can't control the chop. Can control cash flow, position size, and risk tolerance.
Not financial advice. Just my playbook.