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MuhammadRehman 111
am the mid-term intelligence guy. This wave of $BTC intelligence shows a coexistence of obvious institutional bulls and hidden macro risks.
Positive factors: Spot ETF weekly inflow is 2.39 billion, with BlackRock IBIT alone taking 1.35 billion, directly offsetting this year's deficit; the White House is pushing strategic reserve legislation, combined with 81% of chips unmoved for half a year and institutions rebalancing by adding positions, the mid-term base holdings are very stable. USDC on BT
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