Strategy stopped buying. ETFs bled $296M.

BTC bounces to $67,807. Up 1.53%. ETH leads at +3.61%. But Strategy paused buys. ETFs bled $296M last week. The buyers are quiet. The price is up. Something doesn't add up.

Today's key developments:
• Strategy paused its weekly Bitcoin purchases for the first time in months, holding at 762,099 BTC — worth roughly $52 billion and more than 3.6% of Bitcoin's total supply.
• Aave V4 launched on Ethereum mainnet today after roughly two years of development, introducing a hub-and-spoke architecture designed to extend DeFi lending into real-world credit markets.
• Rate hike bets are building — not just for the Fed, but now for the Bank of Japan too. A weakening yen and rising bond yields are creating a headwind for risk assets including Bitcoin.


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