Analyst: Bitcoin maintains a fragile equilibrium near $75,000; ETF inflows hedge against geopolitical risk shocks

According to The Block, despite renewed U.S.-Iran tensions disrupting expectations for the Strait of Hormuz and triggering volatility across oil, stock, and cryptocurrency markets, Bitcoin stabilized near $75,200 on Monday. Analysts noted that U.S. spot Bitcoin ETFs recorded net inflows of $996.4 million last week—the strongest weekly performance since mid-January—reflecting institutional demand supporting the market. However, the market remains in a “fragile equilibrium,” with stablecoin balances continuing to rise, indicating that liquidity within the crypto market is rotating internally rather than flowing out.