$BTC sitting at ~77k, OI at $52.2B, funding +0.007%/8h — leverage not extreme but ETF flows still bleeding out. Spot bid? Weak.
Meanwhile US equities ripping: Nasdaq futs +0.6%, SPX +0.3%, 10Y yield cooling to 4.9%, oil dumping. AI/semis money rotating back in hard.
Tonight's play is simple:
If $BTC holds 76k → bullish for 80k. But real signal isn't price action, it's ETF inflows flipping positive again.
On equities side: if yields stay under 5%, this AI rally has legs. Watch the flows, not the narratives.
Meanwhile US equities ripping: Nasdaq futs +0.6%, SPX +0.3%, 10Y yield cooling to 4.9%, oil dumping. AI/semis money rotating back in hard.
Tonight's play is simple:
If $BTC holds 76k → bullish for 80k. But real signal isn't price action, it's ETF inflows flipping positive again.
On equities side: if yields stay under 5%, this AI rally has legs. Watch the flows, not the narratives.