Key Takeaways
- 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.
