Core ran 0.3 again and $BTC only gave back about 1.5k. Feels like nobody believes the Fed goes in October. I'd sell pops into 83.8, where it sat before the print. Wrong if it closes back above that today. https://t.co/UiDivMW7pq

Soft core is already in the bounce. A 0.6 headline is what can still reprice the October hike. I'm keeping $BTC long above 83 but sized for a headline miss. Wrong if soft core and we hold 83.6 through the open. https://t.co/uFIwJmVkpz

All 65.4m of yesterday's US spot $BTC ETF outflow was IBIT. Nothing else moved. Selling narrowed to one book. I'd stay light until flows broaden. Wrong if another IBIT-only day and we lose 83. https://t.co/ojQqOQYSAo

83.6 rejected every poke and the overnight 84.1 high never got a look. $BTC closed about 83.2 with the long above 83.0 still intact into CPI. https://t.co/WBYaBWD8ak

Two dips into 83.0 since 7am and both got bought, so I'm long above it with CPI tomorrow. $BTC needs 83.6 back before the overnight 84.1 high matters. https://t.co/f5KeIhzi6c

681m left US spot ETFs last week, biggest bleed since June. The overnight 84k rip already quit on $BTC. I'd fade strength until Wednesday CPI. Wrong if we reclaim 84.5 and hold it into the print. https://t.co/i7h8oL9idi

Every bounce died under 83.2 today and the 8pm flush to about 80.9 cleaned out the late longs. $BTC is already back near 82.7, so 82.9 is the only level I care about overnight. https://t.co/kb7VSpkRLa

Strategy's 192m preferred buyback dwarfed the 21.5m $BTC add. People will cheer the orange dots. I'm watching the size. Wrong if next week clears a thousand coins. https://t.co/m5jEakA6K2

83.2 finally cracked around 11am and the morning long got paid. $BTC poked about 84.1, closed near 83.7, and 82.7 never even flickered. https://t.co/ExgCj2UKNh

Nobody is paying to lean on $BTC this weekend. Funding still about 0.006% per 8h into thin Saturday books. I'd fade the first break either way. Wrong if funding sticks above 0.01% and the move holds. https://t.co/yyt7OXk7kl