CoinEx Daily: Bitcoin Outperforms Crypto on Softer Inflation, Though Risk Appetite Stays Constrained

Daily View

Bitcoin was broadly steady to slightly firmer today, showing relative resilience after a softer inflation impulse supported a brief crypto bounce, while on-chain accumulation headlines and continued ETF positioning helped offset reports of weak broader demand and fading corporate buying. Macro conditions remained mixed: cooling core inflation tempered immediate rate-hike expectations, but energy-driven price pressure, rising geopolitical tension around the Strait of Hormuz, a firm U.S. dollar backdrop, and expectations for higher short-term equity volatility kept risk appetite constrained. Overall crypto market sentiment was cautious and selective, with bitcoin outperforming the broader digital asset complex as investors balanced defensive macro positioning against signs of longer-term institutional support.