bitcoin:native BTC has capital inflow, but risk assets haven't shown resonance. BTC is currently around 77K USDT. Last week, U.S. spot ETFs saw a net inflow of approximately $1.918 billion over five days, indicating that levels above 70K aren't purely driven by contract pumps. (Farside Investors) However, last week the S&P 500 dropped -1.43%, and the Nasdaq fell -2.05%. Today, Asian tech stocks remain under pressure; the 10Y U.S. Treasury yield is still hovering around 4.7%. (Reuters) My take: BTC's strength lies in capital flow, while U.S. equities are weak due to valuation discount rates. This week's real directional cues will come from NVIDIA's earnings + PCE + Jackson Hole. If long-term bonds don't ease, AI stocks will remain profit-driven; if BTC holds above 75K, I'll continue leaning toward a trend-long position. (Reuters)