Inflation Trap Repricing BTC and ETH aren’t just reacting to flows — they’re reacting to macro reclaiming control of the narrative. A hotter CPI print didn’t just “cool” rate-cut expectations; it forcefully removed the easy liquidity story that risk assets were leaning on. ETF flows responded immediately, exposing how sensitive current positioning really is. From my perspective 🧲 this is not just a noisy correction. It’s a signal shift. Heavy outflows in BTC and ETH, alongside relative strength in pockets like SOL and XRP, suggest something more nuanced: capital is not leaving crypto entirely — it’s rotating inside it. That distinction matters. It tells you the market isn’t in collapse mode, but in selection mode. And selection phases usually emerge when liquidity expectations tighten and investors become far more discriminating about exposure. 👁️‍🗨️ The key signal right now: ETF flows are the cleanest real-time sentiment gauge in the room — and at the moment, they’re leaning cautious, not confirmatory. This is not a breakdown of crypto. It’s a repricing of expectations under tighter macro conditions. $BTC $ETH $SOL #USCPIHits3.8% #TradeStocksOnOKX #CLARITYAct309Pages