Michaël van de Poppe forecasts soft CPI and falling Japanese yields that could stabilize bond markets and redirect liquidity toward risk-on assets.

According to @CryptoMichNL, gold fell more than 8% in a single session, marking extreme volatility and a likely local peak that could push capital to rotate into other assets (source: @CryptoMichNL). He adds that Bitcoin (BTC) initially surged on the move but retraced, and he expects that weakness not to persist as rotation flows favor BTC (source: @CryptoMichNL). He argues a soft CPI print could fuel rate-cut expectations and the end of the government shutdown, restoring risk-on appetite and potentially driving a new BTC advance (source: @CryptoMichNL).