This episode examines the institutional accumulation behavior driving Bitcoin ETF inflows while Ethereum products see capital rotation outward, analyzes the operational vulnerabilities exposed by Bithumb’s promotional payout error that distributed six hundred twenty thousand Bitcoin against reserves of one hundred seventy five, reviews Strategy’s debt maturity schedule and operational dependency on Bitcoin price recovery across defined time horizons, and previews the macroeconomic data releases this week that feed directly into Federal Reserve policy assessment and crypto liquidity conditions. The briefing delivers technical clarity on settlement mechanics, corporate treasury exposure, and the divergence between institutional and retail positioning during volatility.