This episode examines Bitcoin’s sustained correlation with technology equities and its implications for institutional portfolio construction, analyzes three hundred sixty million dollars in weekly spot Bitcoin ETF outflows alongside one hundred sixty one million in Ethereum ETF outflows, reviews liquidation dynamics totaling two hundred thirty two million dollars with an even split between Bitcoin and Ethereum, and covers Treasury Secretary Scott Bessent’s endorsement of the CLARITY Act as federal regulatory framework development continues. The briefing contextualizes these flows within revised employment data and fragmented altcoin performance across the top one hundred tokens.
