Woofun AI reports that cryptocurrency ETFs experienced a net outflow of approximately $275 million over the past week, indicating continued institutional conservatism despite easing geopolitical tensions. While OPEC+ production hikes and stable Strait of Hormuz transport reduce energy supply risks, market attention is shifting toward global fiscal policies and fund flows. Macro signals remain divergent, with the ECB citing cooled inflation and tech firms increasing AI infrastructure investment. Until new incremental capital enters, the crypto market is expected to remain in a consolidation phase.