$BTC Two liquidity clusters & a problem. Cluster (A) & (B)
It's import for 70k to hold. For a weekend, we've done a good job so far. Something else I like: Trump coin is pumping, which signals the market is accepting more risk on activity.
If the PA fails to hold the line, this pump is starting to look like a textbook "stairs up, elevator down" scenario.
Problem here is the top (A) cluster activates at 74k, which is going to be hard to reach, unless many new longs are opened. Second cluster (B) is a dip to 69k, where the further dumping scenario will take place.
Good rejection from the AVWAP followed by an ABC rejection. I would argue this weekend we see more downside. Liquidity sits below us, and i would argue below $71,400 this downside would accelerate. #MetaPlansLayoffs #BTCReclaims70k
The $BTC Spot ETF flows have not done much in 2026 all together.
But I have no doubt that we will see the cumulative ETF flow into the $100B+ region over the next few years.
Whether price is following the same path is a matter of time in my opinion. Every $ these ETFs absorb from larger OG sellers or short term traders, is a more solid and diversified supply & base built for the long term.
2025 was a good example of that. We saw $20B+ of inflows into the ETFs with BTC ending the year just about in the red. Not ideal obviously price action wise, but the fact we did have these inflows and for the coins to have rotated to the ETFs, makes a more solid base in the future. Imagine what price might have done without those flows after all. #MetaPlansLayoffs #BTCReclaims70k #PCEMarketWatch
I’m not trying to catch a falling knife. Looking at past cycles, macro pressure, and the likely recession following the fuel crisis, the real opportunity may come when the bottom forms around Jan–Mar 2027.
Money printing from 2020–2024 is catching up. Mortgages are up 30–40%, fuel costs are rising, and households are cutting spending.
For now, patience may be the best strategy.
Sometimes the smartest move isn’t buying the dip — it’s grabbing popcorn and waiting for the market to settle. 🍿 #MetaPlansLayoffs #BTCReclaims70k
$ETH Ethereum has moved into the first micro support zone, similar to Bitcoin. However, the pullback has been relatively sharp and does not resemble a typical wave 2 correction, which keeps the structure somewhat uncertain. Within this framework, the possibility remains that the market could extend lower toward the USD 1,820 region. For that scenario to gain credibility, the first signal would be a sustained break below the red support line, which would represent the initial structural break. #MetaPlansLayoffs #BTCReclaims70k
$ETH Ethereum has fallen into the first micro-support zone, similar to Bitcoin. However, the pullback was relatively sharp and doesn't look typical for a Wave-2 correction, leaving the current structure still somewhat uncertain. In this context, there's still a possibility that the market could head further down toward the region around 1,820 USD. For this scenario to gain probability, the first signal would be a sustained break below the red support line, as this would represent the first structural break in the current trend. #MetaPlansLayoffs #BTCReclaims70k