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Watching four things over the next few days: whether $BTC holds $79-80K, funding and open interest levels, ETF flow direction, and where Treasury yields settle before the Fed's September 15-16 decision. One correction to my own thinking — hike odds are running closer to 60-73% across CME, Kalshi, and Polymarket, not 85%. Leverage is still elevated ($BTC OI near $53B), which keeps this fragile either direction. #SeptHikeOddsHit90% #BTCSpotETF450MOutflow #OracleAICloudUp121%