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Macro Greenlights & Massive ETF Inflows – Why We Hold Despite Profit-Taking Dip

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Key Takeaways:

  • U.S. unemployment falls, delaying rate cut expectations
  • ETF inflows surge across BTC, ETH, and Solana
  • Market dips slightly on profit-taking after strong week

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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.