SpaceX's AI Ambitions Signal a New Tech Capital Shift

What To Watch

• 1.BTC $68,500 — a sustained break above this level, especially on increasing volume, would signal a potential retest of all-time highs and invalidate the recent bearish divergence, targeting $73,000 next.
• 2.Stablecoin Dominance (USDT, USDC, DAI) — a significant and sustained increase above 10% of total crypto market cap would signal a flight to safety and a potential deleveraging event, indicating traders are cashing out of risk assets.
• 3.US Federal Reserve's 'Higher for Longer' Stance — if the Fed maintains high interest rates for an extended period due to persistent inflation, it will continue to drain liquidity from risk assets, including crypto, leading to further price compression and a potential bear market.
• 4.SEC's Stance on Ethereum ETFs — a definitive rejection of spot Ethereum ETFs would signal a continued hostile regulatory environment in the US, potentially leading to capital outflow from the altcoin market and dampening institutional adoption.