MarketPR
Three signals are pulling Bitcoin (BTC) back into the conversation: sustained inflows into spot Bitcoin ETFs, cooling momentum in the AI trade, and potential legislative progress under the CLARITY Act.
Together, they have fueled speculation that capital is beginning to move from artificial intelligence plays back into crypto.
The inflow signal Spot Bitcoin ETF inflows are the most concrete data point in the rotation argument. When money enters a spot product, it represents actual buying pressure rather than synthetic exposure.
That is the mechanism the rotation thesis rests on. ETF flows are publicly reported and auditable, which makes them harder to dismiss than anecdote-driven narratives about where money is moving.
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