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#RateHikeRepricing A lot of institutional signals turned red this week and I don't think the market has fully processed it yet π
CME is now showing 67%+ odds of a Fed rate hike this year. June hold is basically certain β but the year-end picture just got a lot more uncomfortable π
Saylor bought bonds this week instead of BTC. Broke his near-weekly accumulation streak π Tactical pause or something more? Hard to tell. But when the guy who's been the most consistent BTC buyer on the planet skips a week, people notice π
10x Research flipped their BTC trend model bearish β citing weak on-chain data and overcrowded derivative longs. That's not a minor signal from a minor source π
And ECB's Lagarde hinting at raising the inflation outlook in June means US-EU policy divergence is deepening. More macro headwind layered on top π«
Multiple signals weakening at the same time isn't noise. The question is whether buy-side demand can hold price at current levels while all this gets resolved.
Has your positioning changed? π€
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