According to @godbole17, the BTC maxi narrative has shifted from replacing the Fed and BlackRock to expecting a BTC rally driven by BlackRock Bitcoin ETF inflows and Federal Reserve rate cuts in 2026, highlighting a focus on institutional demand and macro policy as price drivers (source: @godbole17). For trading, this underscores two concrete catalysts to monitor for BTC momentum and timing signals in 2026: sustained spot Bitcoin ETF net inflows at BlackRock and the trajectory of Fed policy easing that could align with risk-on flows (source: @godbole17). Positioning strategies that react to confirmed ETF inflow data and evolving Fed cut expectations may improve entry and exit timing for BTC in this narrative framework (source: @godbole17).