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$1.34B ETF Exodus, Waller's Rate-Hike Signal & PCE Binary | Ep. 1
Audio is available on Spreaker — see link below.
Bitcoin tests $77,200 as $1.34 billion exits spot ETFs in four sessions while Fed hawk Waller signals a rate hike, crushing rate-cut assumptions. Friday's PCE print sets up a binary catalyst: re-entry or $70K in frame.
Audio is available on Spreaker — see link below.
One point three four billion dollars left spot Bitcoin ETFs in four sessions. That's not noise.
Now layer in the macro picture, and the pressure becomes structural rather than situational. Christopher Waller spent most of the last two years as one of the Federal Reserve's most reliable doves.
The Ethereum ETF complex is showing something worth watching separately. Eight consecutive outflow sessions.
On the regulatory side, the SEC has delayed its tokenized-stock exemption rule. The holdup is third-party token concerns.
Mark Cuban publicly disclosed he sold his Bitcoin, calling it a failed hedge. That kind of high-profile reversal from a former bull tends to appear near behavioral extremes.
One signal to watch closely: Friday's PCE inflation print. A hot reading locks in the outflow regime and puts seventy thousand dollars in frame as the next floor.
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