Added $6.4k 2m ago
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Marcus Chen @marcuschen
Position $54.6k +$8.2k (17.7%)

BTC reclaiming the prior range high with spot CVD leading and ETF inflows quietly resuming. Funding is still neutral, so this is real demand rather than leverage chasing. Adding into strength instead of waiting for a pullback that may not come.

Bitcoin BTC $67,420.55 1.8%
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Holders 842

4:47 PM · Jun 24, 2026

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Previous theses

3
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Marcus Chen 4w ago

ETFs finally setting a floor

Net inflows turned positive on every red day this month. That changes the texture of dips — they get absorbed in hours, not days. Still want to buy 64k bids but the asymmetry is shifting up.

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Marcus Chen 7w ago

Boring range week. Funding flat, perps OI drifting lower, spot CVD slightly positive. No edge here — keep size, no adds.

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Marcus Chen 12w ago

Trimming the range high

Perps OI spiked into the 72k retest without spot following. That is the chase setup — leverage providing the bid, not real demand. Trimmed a third here, will rebuy 66k or lower.

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Bitcoin BTC · 1 chain
Market Cap
$1.32T 1.8%
24H Volume
$93.7B 9.4%
Security
No issues
Holders
842
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F
I

This will be considered as a copy trade