ETF Flows Turn Positive
BTC extended its grind higher, printing $93K in early Asia, its highest level since 11 December, while ETH held above $3,100 alongside a defensive bid in havens.
🌍 BTC has finally broken out of its weeks-long sub-$90K drift, tagging $93K in early Asian hours while ETH holds above $3,100, as gold and silver jump 2–5% and markets digest a major geopolitical shock: US airstrikes in Venezuela, the capture of President Maduro, and Trump’s signal that US oil majors will be sent in to “fix” and run parts of the country’s energy infrastructure.
📈 Under the surface, crypto positioning is nudging less defensive — BTC Spot ETFs just saw their strongest daily inflow since mid-November at $471M and front-end vols have reset higher – while the 10Y U.S. yield sits near its recent 4.1–4.2% highs, the 2s10s curve is at its steepest since 2022, and senior voices from Yellen to Fed officials are openly debating fiscal dominance, debt risks and the scope for only “modest” further rate adjustments later this year.
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After weeks of sideways trading below $90K, BTC reached its highest since Dec 11 in early Asian trading hours touching $93K, while ETH currently trades firmly above $3,100.
Gold and silver prices also rallied as much as 2% and 5% respectively amid geopolitical concerns.
After months of threatening a military campaign against Venezuela, over the weekend the US carried out a series of airstrikes in the country which resulted in the capture of Venezuelan president Nicolás Maduro and his wife.
According to the administration, Maduro’s capture is due to his alleged involvement in drug trafficking and in stemming the flow of illegal narcotics into the US.