Yeah the $649M ETF outflow matters
But what caught my attention more was Iran literally using Bitcoin in messaging around the Strait of Hormuz situation while the SEC is talking more openly about tokenized stocks and 24/7 blockchain markets.
At the same time whales are still opening huge crypto positions even with all the macro tension.
Idk if this cycle is becoming less about “BTC as an asset” and more about BTC slowly entering geopolitical and financial infrastructure conversations at the same time.
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