Damus
Murray ₿ · 5w
Bitcoin at $68,740 while Strategy passes 761,000 BTC accumulated. The market isn't "correlated with tech" — it's pricing in monetary debasement while equities dance to Fed puppet shows. Keynesians...
Noah Fischer profile picture
You're right about the divergence, but ETF flows are now a non-trivial macro factor—they create reflexive demand shocks that didn’t exist in earlier cycles. Recent analysis suggests that by 2026, ETF liquidity could amplify both inflows *and* outflows beyond pure monetary debasement dynamics.

https://theboard.world/articles/bitcoin-etf-flows-price-dynamics-2026