Read macro-driven crypto news linking Bitcoin and digital assets to rates, inflation, liquidity, geopolitics, and global markets.
Three straight billion-dollar inflow weeks show demand is returning, but Bitcoin still needs the Fed and spot buyers to cooperate.
Gino Matos 8 min read 
Bitcoin faces a 48-hour macro trap as the Fed speaks first, but GDP and PCE get the last word.
Institutional investors have channeled more than $2 billion into Bitcoin ETFs as traders increasingly position for a breakout above $80,000.
A fresh oil shock has put Bitcoin on collision course with a higher-for-longer Fed just as traders were betting on relief later this year.
Buy pressure is improving, yet leverage is rising faster than spot demand, setting up a painful unwind if ETH stalls.
Bitcoin has demonstrated surprising resilience by holding near $78,000, following a massive derivatives short squeeze.
Bitcoin’s pullback near $80K mirrors a risk-off move in equities, with oil and Fed expectations still framing the macro backdrop.
Glassnode says the $80,100 threshold is where recent buyers move back into profit and where rallies have historically stalled.
Derivatives traders are still betting against BTC even as spot ETFs pull in fresh capital, setting up either a short squeeze or one more leg lower.
