Bitcoin’s Rally Is Backed by Macro, Sentiment, and Flows

Institutional sentiment turned early and capital is following through via ETFs

Since Bitcoin jumped above $100K about 10 days ago, the price has remained in a tight range.

But that doesn’t mean the rally is running out of steam. Under the surface, fundamentals are improving, both in terms of flows and sentiment.

So let’s dig into the data and see how things are tracking against our ETF flows to Bitcoin price model.

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Bitcoin’s Rally Is Backed by Macro, Sentiment, and Flows

The Takeaway

Bitcoin’s recent consolidation above $100K isn’t just noise. It’s supported by improving macro conditions, a clear shift in institutional sentiment, and strong ETF inflows.