Filip Brnadic
There we have it, ladies and gents. The first crypto section signal has flipped 🟢 - RORO #14, BTC ETF Flows This is meaningful. It has been 31 days since we last saw bullish momentum from crypto. This is the first sign. ETF flows turning up at the same time as equities and macro conditions stabilise gives us a cleaner read on risk appetite. It also builds on the post I made a few weeks ago, where I said that “we are closer to the bottom than the top”. This is just another point of confluence that solidifies my view that "the bull run is not over". I know that a "bullish 2026" is not the consensus view, but markets rarely reward 'herd mentality'. They reward positioning ahead of the turn and being willing to act when sentiment is fractured (see Coin Market Cap fear and greed index, and recall April 2025). On that basis, I continue to maintain that we are in for a big next 12 months. Position accordingly ✌🏽 $BTC $AUS200 $NSDQ100 $UK100 $GER40
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