🔥 $BTC looks alive again, but the next move will not be random.Macro liquidity, risk appetite and capital rotation are lining up for a major decision point.We mapped out the possible paths.Full report inside.https://t.co/WvOsjMNYYB ...

Group 1 - Institutional money managers commonly rotate capital among the most liquid stocks, typically within the S&P 500 index, throughout the year [1] - Daniel Sereda serves as the chief investment analyst at a family office, managing investments across various asset classes and continents [1] - The investing group Beyond the Wall Investing provides access to critical information prioritized by institutional market participants [1]

💡 INSIGHT: Gold’s record-high rally is losing steam, and capital rotation could fuel Bitcoin’s next leg up.$BTC to $200K soon? https://t.co/CTZAyxkF5d ...

With the recent market downswing, obviously everyone is starting to flip bearish in a big way. And during this time, I think that it's so important to understand what's really happening in this market. We've been talking about the rotation from Bitcoin into gold, especially when gold starts to get exciting again and we start to see the price of Bitcoin drop and the price of gold significantly rise.Is there other factors supporting gold. 100%. We have been studying gold for well over a couple years now.I've ...

Core Insights - Bitcoin has surged past $116,000, recovering most losses from the previous two weeks and increasing the total cryptocurrency market capitalization to $4.09 trillion [1] - The bullish momentum has led to approximately $60 million in short position liquidations during the London session, with Bitcoin's year-to-date gains rising from 15% to 25% as of October 1 [2] - Bitcoin's market dominance increased from 57% to 59%, indicating a healthier market structure, with predictions suggesting a 63% chance of further dominance growth [3] Market Dynamics - Factors driving Bitcoin's rise include structural demand, sustained ETF flows, and strong institutional positioning, as noted by experts [4] - A significant decline in Bitcoin's 25 delta skew indicates reduced demand for downside protection, reflecting increased investor confidence [4] - Traders are anticipating a bullish fourth quarter for Bitcoin, with historical data showing a median gain of over 50% during this period [5] Macroeconomic Factors - Broad macroeconomic conditions are viewed positively, with the U.S. government shutdown and the Fed's dovish stance creating a favorable environment for cryptocurrencies [6] - The slight decline in the S&P 500 during Bitcoin's rise suggests potential capital rotation into the crypto market [6] Price Predictions - Predictors on Myriad have become more bullish, with over a 65% chance of Bitcoin surpassing $125,000 rather than dropping to $105,000 [7]

Market Trends - Industry should watch ETH supply squeeze and whale accumulation [1] - Industry should track RWA adoption, especially Private Credit/Treasuries [1] - Altcoin season is expected to begin with capital rotation into leading Alts [1] - Industry should follow ETF flows as cycle tripwires [1] - Industry should evaluate institutional vs retail flow balance [1]