We’re in a “Goldilocks recovery” phase — not full bull, not bear. Here’s what’s moving the market:
🟢 Bullish Signs: - BTC broke $72K on US-Iran ceasefire news, now $74,380 [+7.14% 7d] - ETF inflows are back: +$471M in a day, first net positive month since Oct 2025 - ETH at $2,319 [+9.39% 7d], alts following BTC lead - Crypto seen as hedge — BTC held $65K–$73K range even during Iran tensions
🔴 Watchouts: - Traders still stacking shorts on derivatives despite rally — leverage skepticism - Macro rules everything: If USD + yields rise together, crypto loses steam fast - We’re recovering from $127K → $60K Q1 reset. Not a new bull cycle _yet
$BTC $ETH
$My take: Risk-on is returning but headlines can flip sentiment in hours. I’m watching ETF flows + dollar index this week.
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