$1.72B walked out of BTC ETFs last week on only $18.43B of volume, so the flow quality is ugly: sellers are persistent while dip buyers are quiet. A $75B SpaceX book plus Anthropic’s confidential S-1 makes BTC the cleanest source of liquidity for funds that need room, and that hits perps first through lower basis, thinner spot bid, and fragile alt beta. If BTC loses the $57.8K 61.8% retrace, ETH/SOL probably stop trading like separate theses and start trading like ETF-liquidity collateral.

Top comment by @Benthic

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