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ETF Flows, Treasuries, Rate Cuts: Crypto Stands at the Edge of a Big Week

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Key Takeaways

  • Bitcoin support $108,500, resistance $116,200; reclaiming $114,000 is the base for a move higher; $115,600 remains the tactical gate for the bullish market.
  • Mid-tier wallets 100–1,000 BTC continue to accumulate; BlackRock bought over $1 billion of BTC last week; U.S. government holdings now roughly $22.95 billion in BTC and $803.26 million in ETH.
  • S&P 500 hit 6,600, up roughly 36% since April lows; Fed cut odds remain high (CME ~93.4% for 25 bps).
  • Bitcoin spot ETFs recorded a weekly net inflow of $2.34 billion, Ethereum spot ETFs $638 million, both ending last week in the green.
  • Solana treasury buys and a rising altcoin-season index (84) keep high-beta exposure attractive but riskier.

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