小龙先生|Sep 27, 2026 14:19
The young lady says:
There's something strange about BTC right now: U.S. Treasury yields are so high, yet it still hasn't collapsed...
Actually, we can't just look at surface-level phenomena; we also need to check on-chain data and capital flows:
ETF institutions have been going crazy buying BTC recently❗️In August, there was a net inflow of $3.52 billion, setting a new monthly record. In September, a single week's inflow hit $2.39 billion, breaking the weekly record. The key point? The buying price wasn't high, around $80K.
After seeing this data, does it all make sense now?
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