Macro Signal Monday sets the tone for BTC capital flows at the start of the week. Follow along each Monday for the full Hope Metric signal breakdown and forward-looking capital flow context for BTC.
TLDR
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Hope Metric Score: 58.1 (Neutral-Cautious Optimism)
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BTC ETF Inflows: +$1.37B last week
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ETH ETF Inflows: +$528.12M (significant surge in institutional interest)
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Institutional Accumulation: Strategy adds $1B; Metaplanet crosses 10,000 BTC
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Macro: Risk tone improving (VIX down, equities firm, yields steady)
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Fed ON RRP: Usage climbing again, liquidity cautious ahead of central bank meetings
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R² (Sentiment–Price Correlation): 0.83 – strong alignment
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Outlook: Consolidation with upside bias. Watch flows + RRP behavior.
The Round Up
Markets opened the week on firmer footing. Equities are holding near highs, the VIX is falling, and the dollar has softened slightly, all signaling improving risk appetite. Ten-year Treasury yields remain stable near 4.47%, and oil is off recent highs, easing inflation pressure.
Importantly, markets appear to be looking past the latest escalation in the Israel–Iran conflict. Despite a fourth consecutive day of regional military tensi
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