I see that Bitcoin ETF inflows have reached $81.27k this week, and seriously, this momentum is really encouraging. The market seems focused on a bullish scenario while BTC is trading around the $81.27K range. But there’s a serious issue that happened which we need to watch closely.

The Kelp hack has provided a major lesson to the entire DeFi ecosystem. We saw how a security breach can cause uncertainty across the sector, and that’s why reading market signals accurately is becoming more important now. Relying solely on hype is no longer enough— we need to understand the true dynamics of each project and platform.

Bitcoin ETF inflows continue to demonstrate institutional adoption, but the Kelp incident reminded us that DeFi risks are real and should not be ignored. Investors should be more selective and analytical in their decisions. Personally, I see the market adapting—there are higher standards being put in place to ensure security and transparency.

So as BTC rises, it’s important that we don’t suffer from collective amnesia about the risks. The real bullish case is built on solid fundamentals, not just price action. That’s what we need to understand when reading the market landscape today.