Noticed BTC holding pretty solid around 74K today, which is interesting considering all the Iran noise last week. Spot ETF inflow data showing institutions are still accumulating - we saw nearly half a billion come in recently, and that's one of the bigger days this quarter. What's telling is how they're treating this volatility. These aren't panic moves. QCP Capital made a good point about how the liquidations were contained, and options markets basically confirmed it - IV spiked to 93% then dropped right back down. Classic hedging behavior, not panic selling. The three-day inflow streak last week hit 1.1B total, with BlackRock's IBIT accounting for about half. That kind of steady accumulation during geopolitical uncertainty usually signals institutions see this as noise, not systemic risk. Could be worth watching if this inflow momentum keeps up through the week.

BTC-1.76%
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