#Gate广场五月交易分享 Countdown to regulatory boots landing, institutions疯狂 accumulation backing

This week's regulatory shift has become the core catalyst for the market:

• On May 13, CFTC Chairman explicitly stated: The possibility of the US banning Bitcoin is extremely low, completely dispelling the market's biggest concern

• On May 14, the Senate Banking Committee will vote on the "Clear Act," clarifying the regulatory boundaries between SEC and CFTC, with a 65% probability of passing within the year

May 15 is a critical point "elimination of ban risk + bill voting approaching," greatly boosting market confidence with policy certainty. But beware! Fluctuations in news before and after the vote will intensify, and short-term high volatility is unavoidable.

Institutions are疯狂! BTC ETF has had net inflows for 9 consecutive days, whales are not holding back on accumulation

• Bitcoin: In April, spot ETF net inflows were $1.97-2.44 billion, with 9 consecutive days of net inflows totaling $2.7 billion in early May; BlackRock's IBIT reached $66.9 billion, accounting for 66% of the market share; Strategy company added another 535 BTC

• Ethereum: Despite ETF capital outflows, whales are逆势 increasing holdings by 230k ETH (since May), with 28% of supply staked and locked, liquidity severely depleted

Institutions are投票 with real money! Bitcoin continues to be fed by ETF inflows, Ethereum whales are accumulating at low levels, and institutional grouping has become the market's most solid support, forming a stark contrast to retail panic.

Macro resilience! Rapid rebound after CPI exceeded expectations, market remains unfazed by Federal Reserve

US April CPI exceeded expectations, Bitcoin briefly dipped but quickly rebounded to $81,000, demonstrating strong resilience. EasyMarkets pointed out that short-term market movements are driven by macro data (CPI/PPI) + institutional funds, and in high volatility, positions must be strictly controlled to avoid leverage liquidation!