BTC steadied around $87,500 after BTC ETFs posted inflows of $129 million with flows becoming supportive but not yet decisive.
ETH and SOL also posted inflows of $79 million and $58 million each, signalling selective rotation into liquid altcoins rather than broad risk-on.
On-chain stress remains elevated with roughly one third of BTC supply still underwater, but long-term holders and institutions continue selective accumulation.
Macro prints are mixed; PPI met expectations, leaving the Fed path ambiguous and keeping two-way volatility intact.
Range to watch: $84,000–$90,000 for accumulation; reclaim above $92,000 would confirm tactical recovery.
Bitcoin held above $71K but broader crypto sold off Thursday morning in Asia even as U.S. equities surged on Iran ceasefire news – a notable decoupling that pushed BTC dominance to nearly 59%.
Polymarket's infrastructure overhaul is the most visible signal yet that prediction markets are evolving from a crypto sideshow into institutional-grade financial infrastructure. But professionalisation brings its own risks.
A new Morph report documents a market that has grown 60-fold in five years and identifies the region's payment corridors and autonomous AI systems as the next major demand drivers.
Bitcoin surged past $72,000 on the ceasefire announcement, but ETF flow data suggests institutions were selling into the move rather than adding to it.
