This week’s pullback wasn’t unique to crypto.

Bitcoin dipped under 80K as liquidity expectations faded. Risk assets were broadly sold off, forcing markets to reprice macro realities. #WhenWillBTCRebound

ETF flows told the same story. After five consecutive days of outflows, there was just a single day of inflows — and no continuation. #PreciousMetalsTurbulence

Institutional money didn’t rotate back in; it stepped aside.

Two clear behaviors emerged: • Big holders used the dip to accumulate.

• Corporations focused on protecting their balance sheets.

One group is positioning for long-term supply dynamics.

The other is minimizing near-term exposure.

That’s why Tether’s allocation to gold is significant. It’s not about chasing yield. $BTC

It’s about safeguarding capital.

Next week isn’t defined by technical levels.

It’s about the Fed’s tone, liquidity trends, and whether ETF flows stabilize.

80K is just a reference point.

The takeaway is straightforward:

Markets aren’t trading stories — liquidity rules, and cash is calling the shots.