CPI Confirms Disinflation, But Crypto Still Fights the Tape, Why the Mid-70k's is An Interesting Level

Discussed in today's video:

Inflation cooling faster than expected: CPI came in below expectations, and market-based measures suggest inflation expectations remain well anchored, increasing the likelihood the Fed cuts more than futures currently price. Near-term crypto headwinds persist: Despite a post-CPI bounce, BTC retraced and remains under pressure due to unfavorable year-end flows and relative underperformance versus broader risk assets. Mid-$70K BTC is an interesting area: The ~$74–75K range aligns with the aggregate ETF cost basis and Strategy’s average co...