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Treasury Demand Soars, Price Momentum Slows – Why Patience Could Pay Off

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Key Takeaways:

  • Strategy adds $531M of BTC, owning nearly 3% of total supply
  • ETF inflows drop sharply despite high volume
  • Market rally loses steam near resistance

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Fragile Optimism as Rates Come Back From Brink

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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.