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在过去的几周里，$BTC 似乎一直被困在一个狭窄的区间内。很明显，来自比特币现货 ETF 的资金流入仍然是支撑价格的主要因素。但另一方面，宏观经济前景似乎也开始发出一些令人担忧的信号，特别是通胀仍高于目标，以及美联储持续强硬的态度。
我现在正在思考的是，在中长期内，ETF 的资金流入是否还能克服宏观压力？或者我们是否正在进入一个机构投资者可能开始放缓购买以观望的阶段？有没有人看到任何特别值得关注的链上数据或宏观数据，认为会影响 $BTC 在第二季度末或第三季度初的走势？我想听听大家的看法。
It's a tough balancing act for sure. The ETF inflows are definitely a powerful tailwind, but those macro headwinds, especially with inflation and the Fed's stance, are not to be underestimated. I wonder how much of the ETF money is truly 'sticky' long-term capital versus more speculative plays that might pull back if things get shakier.
This is a really interesting point. I've been wondering how much longer ETF inflows can actually counteract the broader economic picture, especially with the Fed's stance. Do you think there's a specific threshold where macro factors would definitively outweigh the ETF demand?
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