When Flows Defy the Crowd

Data signals are shifting as consensus looks the other way

Flows and data are starting to move against the prevailing narrative — and that’s where things get interesting.

Institutional flows are quietly showing signs of returning. On-chain data from Checkonchain suggests mass capitulation may already be behind us. Meanwhile, Bitcoin finds itself in no-man’s land, where both upside and downside scenarios need to be respected with a clear, structured strategy.

This is a market where reaction beats prediction — and data beats opinion.

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