Key Takeaways:
- Core CPI comes in cooler than expected — a bullish signal
- Ethereum ETF inflows surpass Bitcoin’s for the first time in weeks
- Despite strong macro and fund flows, prices pull back sharply
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Key Takeaways:
Our ETH overweight and BTC anchor captured the week’s breakout, while a conservative SOL weight helped limit drag. A 10% average cash pocket slightly capped upside but ensured flexibility into the weekend.
Metaphysical insights on market challenges ahead
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