Just noticed something interesting in the crypto today flows - we're seeing some serious institutional money coming back. Last week alone pulled in 1.2 billion across digital asset products, with Bitcoin taking the lion's share at 933 million. That's four weeks straight of inflows now, which is pretty rare to see.

What caught my eye is how the money's flowing. Direct Bitcoin ETFs are getting the attention, but there's this whole rotation happening into blockchain equity ETFs too - companies like miners and infrastructure plays. Makes sense for funds that can't hold spot Bitcoin directly. We're at 155 billion in total AUM now, highest since early February.

Bitcoin's been dancing around 80K all week - hit 80.97K recently but keeps pulling back. That level's become the real test for this rally. Meanwhile, mega-cap tech earnings this week could be the catalyst that either breaks us through or sends us lower. If you're watching crypto today, this is definitely the week to pay attention to what happens with those earnings reports.