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headmetax
Why tighter Fed usually fights this bid $BTC
Higher 1-year inflation expectations + 30-year yield through 5.5% raise the hurdle rate on every long-duration, non-yielding asset.
In theory: real yields up → opportunity cost of holding BTC up → risk-off.
In practice, spot ETFs are a different pipe. Some of that $2.8B is not a discretionary “risk-on” trader. It’s access (brokerage, IRA, advisor models) that didn’t exist the last time 30s were this high.
headmetax
$BTC sets the direction.
ETH tells us whether the market is willing to take more risk.
If BTC stabilizes after the pullback while ETH starts gaining relative strength, that could signal rotation into large-cap alts.
Simple map: watch BTC structure, then watch ETH strength.
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