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Digital assets traded sideways after a small dip early in the day, with a strong rebound during U.S. trading hours. Bitcoin reclaimed its weekly high at $93,500, while both ETH and SOL remain below their recent peaks. This validates our current positioning — reduced exposure with a continued overweight in Bitcoin.
ETF inflows are beginning to normalize after two consecutive days approaching the $1B mark. Yesterday, Bitcoin ETFs saw $442M in net inflows, and Ethereum ETFs added $63.5M. While lower than the prior sessions, these numbers still confirm strong institutional appetite and reflect healthy demand rotation as retail participants take profits and adopt a more cautious stance.
Beyond ETFs, corporate buying continues to gain traction. Strategy and MetaPlanet are both in active accumulation mode, with MetaPlanet crossing the 5,000 BTC milestone. A major development came with the launch of TwentyOne, a new BTC-focused entity backed by SoftBank, Tether, and Cantor Fitzgerald. TwentyOne already holds 42,000 BTC and has made clear its ambition to replicate Strategy’s model reinforcing the long-term corporate demand. While this may dilute individual firms’ market cap/BTC holding ratios, it strengthens the case for sustained institutional accumulation and price support at higher levels.
After a nearly uninterrupted rally, it’s logical to see ETF flows and price momentum ease. Market internals now suggest a consolidation phase — our base case remains an accumulation between $90K–$95K, with potential pullbacks to $87K, ahead of a potential breakout toward $100K+ in the coming weeks.
Strategy & Positioning:
