$BTC

#BTC/USDC

#### **a) Macroeconomic Factors**

- **US Fed Rate Decision (May 1, 2025)**: The Fed held rates steady, but hints of future cuts could boost BTC.

- **Dollar Strength (DXY)**: A weaker USD often helps Bitcoin rise.

#### **b) Institutional & ETF Flows**

- **Spot Bitcoin ETFs**: BlackRock, Fidelity, and others saw **net inflows/outflows** this week.

- **New Whales Buying?** Large wallets (>1,000 BTC) are accumulating, per [Glassnode](https://glassnode.com/).

#### **c) Regulatory News**

- **SEC vs. Bitcoin ETFs**: No major updates, but speculation on **Ether ETF approvals** could impact BTC.

- **Global Adoption**: Countries like **El Salvador** continue Bitcoin-friendly policies.

### **3. Bitcoin Halving Aftermath (April 2024)**

- **Miner Activity**: Hash rate remains high, but some smaller miners struggle post-halving.

- **Supply Shock**: Over **80% of BTC is now illiquid** (held long-term), per [IntoTheBlock](https://intotheblock.com/).

### **4. Upcoming Events to Watch**

- **May 10**: US CPI Inflation Data (could trigger BTC volatility).

- **June 2025**: Possible Fed rate cut speculation.