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Bitcoin ETFs Are Buying Again. But Price Still Isn’t Moving. One thing on my radar right now is the growing disconnect between institutional demand and Bitcoin’s price action. U.S. spot Bitcoin ETFs attracted around $216.7M in net inflows on Monday, reversing the previous session’s $201.8M outflow. Yet Bitcoin is still struggling below $80K. That tells us something. My radar: 🟠 $BTC — $77K support, $80K resistance 🔵 $ETH — watching institutional strength 🟣 $SOL — tracking liquidity rotation 🟢 $XRP — watching relative performance The ETF numbers look constructive. But price is not confirming them yet. Bitcoin pushed toward $79K again but failed to reclaim the $80K area. That means sellers are still active around the same resistance zone. At the same time, institutional demand is returning. BlackRock’s IBIT accounted for most of Monday’s Bitcoin ETF inflows, showing that large investors are still adding exposure despite the recent weakness. So why is price not moving? The answer may be liquidity. U.S. Treasury yields remain elevated, with the 10-year yield around 4.8%. Oil is also trading near multi-month highs as geopolitical tensions increase inflation concerns. That creates pressure on risk assets. In other words, buyers are entering the market while macro conditions are making it harder for price to expand. This is why the next move matters more than the current ETF headline. If Bitcoin can hold $77K and finally reclaim $80K with stronger volume, the recent resistance could turn into support. A move above $81K would provide an even stronger confirmation that buyers are back in control. But if $77K fails while ETF demand starts weakening again, the market could be facing another deeper reset. The broader market is giving us another signal. $ETH continues to attract institutional attention, while $SOL and $XRP are showing different levels of relative strength. That makes capital rotation worth watching. #LaborMarketTestsWalsh #BTCGoldCorrelation #BroadcomDellAIResults