A weekend breakout in thin liquidity pushes BTC near all-time highs and sends ETH above $ 4,300 for the first time since 2021. Weekend breakout confirms structural resilience, but CPI is the near-term pivot point.
ETF flows and institutional bids remain key support pillars for market rally.
Positioning bias: Maintain core exposure, add on dips toward $116K BTC / $3.8K ETH, hedge CPI downside via options.
SEC Commissioner Caroline Crenshaw’s departure leaves the agency without a Democratic voice, strengthening Republican control and clearing the path for a more crypto-friendly regulatory agenda in 2026.
Geopolitical risks from Venezuela to Greenland are fading into the background as investors refocus on US data and Fed rate cuts, but turbulence in crypto markets shows risk appetite remains fragile.
