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Hashmeta_x
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Why the divergence exists
A few things are happening at once:
· ETF data is lagged. It reflects T+1 activity, not real-time order flow.
· Short-term traders are betting on macro. They're positioning for dovish data and rate-cut expectations, which doesn't always align with ETF flows.
· Selling is profit-taking, not capitulation. Whales are locking in gains, but buyers are absorbing it.
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#BTCETHETFFlowsDiverge
Hashmeta_x
$BTC 在10月1日推高至大约84,000–102.7M，10月2日又增加了31.7M。资金正在流入，但价格并未跟随上涨。这就是矛盾所在。
为什么价格在87K被拒绝
该水平一直是近期通道的上限，多次拒绝价格突破。链上数据显示，鲸鱼在冲击该区间时卖出了大约30,000 BTC（约25.2亿美元），几乎与技术阻力完美吻合。这是获利了结，而非恐慌抛售。
#FedECBMeetingMinutes
