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$BTC is in a painful transition. US stocks are rallying while Bitcoin falls below $63K, with ETF outflows adding pressure. But this may be more than a simple fund rotation—BTC is being repriced as macro conditions change. With yields high and Fed cuts delayed, patience matters. Volatility is compressed, options still show interest around $70K, and the next major catalysts are Fed policy and the Clarity Act. For now: less emotion, fewer moves, more patience. $BTC $ETH #WeakConsumptionFedSplit