Topic
Weekly Intelligence
2 articles
BTC surged 12.6% to $74K on $1.4B in ETF inflows. Then NFP printed −92,000, oil crossed $100, and the entire rally evaporated. But spot whales are accumulating with 87% bullish conviction while futures whales hedge the opposite way. That divergence is the signal.
Trump's 15% tariff shock triggered $468M in liquidations and a 3% BTC drawdown. But whale walls stacked bids, funding rates hit extremes, and institutions broke a five week outflow streak with $560M in fresh ETF inflows. Smart money is buying what retail is selling.
