bitcoin:native BTC is around 78K, staying below 80K for several days now. The latest full ETF data as of September 9 shows a net outflow of $120 million, with institutional buying cooling off in the short term. Last night, the S&P dropped -0.58%, Nasdaq -0.65%, and the 10Y U.S. Treasury yield surged to 4.95%. Today, Brent crude climbed further to $108.6, SK Hynix fell about 3.6%, and the AI sector is also starting to feel the pressure of high interest rates on valuations. Tonight, the U.S. CPI is expected to come in at around 3.4%. My take: Holding 77K still signals consolidation, so no rush to go bearish. But for another push to 80K, we’ll need to see CPI come in below expectations and U.S. Treasury yields reverse. For now, I’d rather wait for clear signals than chase a rebound.