$BTC sitting at ~$75.7k, $143M liquidated in 24h, OI at $51.96B. Price grinding around $75k — watch $75k support / $77k resistance short-term. ETF data updates at US close, not forcing stale flows into real-time calls.
Overnight: S&P -0.4%, Nasdaq flat. Fed hiked 25bp to 3.75-4%, 10Y yield at 5.003%, DXY up, gold ~$4295. High rates still crushing growth multiples — AI/semis look like derisking first, sector rotation second. Micron & SK Hynix HBM thesis intact but can't escape rate pressure near-term.
My setup: $BTC holds $75k = chop. No chase on bounce. Wait for ETF flow confirmation.
Overnight: S&P -0.4%, Nasdaq flat. Fed hiked 25bp to 3.75-4%, 10Y yield at 5.003%, DXY up, gold ~$4295. High rates still crushing growth multiples — AI/semis look like derisking first, sector rotation second. Micron & SK Hynix HBM thesis intact but can't escape rate pressure near-term.
My setup: $BTC holds $75k = chop. No chase on bounce. Wait for ETF flow confirmation.