Social media chatter about Bitcoin has dropped to its lowest point in 12 months, with retail engagement levels last seen in 2020, even as institutional money flows into the asset class. Crypto funds recorded $282 million in net inflows during the period, a figure that sits in sharp contrast to the quiet on social platforms. Bitcoin's price faced pressure separately as futures markets priced in a higher probability of a Federal Reserve rate hike in July.
The gap between falling retail noise and rising institutional inflows is a signal worth watching for anyone holding crypto positions. Historically, low retail sentiment has preceded accumulation phases rather than terminal declines, which means the risk profile here skews differently than a standard sell-off. At the same time, a July Fed rate hike repricing is a concrete headwind for Bitcoin price in the near term, since tighter money conditions reduce appetite for speculative assets.
July 26: Federal Reserve FOMC rate decision. Next weekly crypto fund flow data, released each Monday by CoinShares.
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