Overview
- Bitcoin pushed to a two-month high near $78,000 on Tuesday after a rebound tied to easing U.S.–Iran tensions and renewed spot demand.
- U.S. spot Bitcoin ETFs drew heavy net inflows, following Friday’s $663 million daily intake, with trackers showing up to roughly $1.9 billion for the week led by BlackRock’s IBIT at about $871 million.
- Strategy disclosed a 34,164 BTC purchase worth $2.54 billion, lifting its holdings past 800,000 BTC and, by several tallies, above the stash in BlackRock’s iShares Bitcoin Trust.
- Market positioning stays cautious, shown by roughly 46 straight days of negative funding in perpetual futures, record Q1 miner sales of 32,000 BTC, and DeFi stress after the KelpDAO exploit that hit Aave’s deposits and token.
- Headline risk looms with the U.S.–Iran ceasefire due to expire Wednesday, even as prediction markets raise the odds of Bitcoin touching $80,000 before month‑end.