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Inflation Cools, Big Players Double Down – Why We’re Eyeing a Comeback

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Key Takeaways:

  • Core inflation data confirms slowdown, but rate cut timing unchanged
  • Bitcoin ETFs saw $1B in outflows over two sessions; ETH flows stay positive
  • Market dipped over the weekend as expected, with altcoins underperforming

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Fragile Optimism as Rates Come Back From Brink

Fragile Optimism as Rates Come Back From Brink

With bonds and equities moving in lockstep and traditional hedges faltering, markets are trading headline-to-headline on Iran while Bitcoin’s resilience above $70K reflects cautious positioning in a regime where geopolitics, not fundamentals, is setting the pace.