Bitcoin Fundamentals and ETF Spot Flows Remain Strong
#Bitcoinanalyst and investor Decode believes that BTC price needs to break above the 200-day moving average, especially on the monthly close, to “resume the uptrend.”
However, Decode adds that Bitcoin “seems to have lost momentum for now, [...] so August-September will most likely be a continuation of the boring zone, but I am bullish on Q4 and ready to be surprised.”
Essentially, investors remain bullish on the medium term, but do not foresee an immediate catalyst to close the gap between Bitcoin and traditional markets.
Investors anticipate that the Federal Open Market Committee (FOMC) will cut interest rates at the next meeting scheduled to conclude on September 18. Some economists believe that there is potential for a 0.50% rate cut, which would be considered aggressive and typically risk-friendly in the markets.
Such a cut would reduce the compensation for fixed-income investments, such as US Treasury bonds, and lower the cost of capital for companies. Even a 0.25% rate cut would signal to the market that the most severe phase of monetary tightening is behind us.
Meanwhile, $BTC Bitcoin continues to struggle to establish itself as an uncorrelated asset that serves multiple purposes. For example, global gold ETFs have $246.2 billion in assets under management, according to gold.org, while Bitcoin spot instruments, including#ETFsand ETNs, total $66.6 billion, according to CoinShares. Despite Bitcoin’s intrinsic properties of censorship resistance and a fixed monetary policy, it still has a long way to go to solidify its presence in traditional financial markets.