🚨 Market Brief: US 10Y Near 5%, #Bitcoin Holds $77K Markets are entering the weekend with one key macro question: can US Treasury yields break above 5%? ₿ Crypto: Bitcoin is holding around $77K, while high yields continue to pressure risk assets. The key level remains $80K. The macro chain is simple: Oil ↑ → Inflation ↑ → Fed hawkishness ↑ → Yields ↑ → Nasdaq/BTC pressure 🇺🇸 US Macro: August CPI came in at 3.4% YoY, while PPI reached 5.4% YoY. The US 10Y is now near 5%, with markets heavily pricing another Fed hike. For Bitcoin, the next signal is clear: 10Y ↓ + BTC >$80K = Risk-On confirmation 📈 Stocks: Wall Street rebounded Friday S&P 500 +0.86%, Nasdaq +0.96%, Dow +0.98% helped by lower oil. But all three finished the week negative. 🏭 Business: KKR and Francisco Partners are investing in TeamSystem at an estimated €8–10B valuation. It highlights an important split in software: AI-replaceable SaaS vs. mission-critical workflow software. 🇨🇳 China: Beijing is limiting domestic fuel-price increases to cushion consumers from the global oil shock. Meanwhile, Chinese AI-chip maker Enflame surged 179% on its trading debut after a $912M IPO. China’s strategy is becoming clearer: Energy protection + Semiconductor independence 🤖 AI: the AI boom is moving deeper into physical infrastructure. Dell and HPE surged around 12%, while geopolitical risks are forcing developers to rethink how massive AI data centers are built and protected. The investment chain keeps expanding: AI → Servers → Networking → Cooling → Power → Security 🎯 My view: four levels matter now: $BTC $80K | US 10Y 5% | Brent $100 | DXY 100 The biggest short-term risk is 10Y >5%. The bigger long-term opportunity may be in the infrastructure behind AI memory, networking, power, cooling and secure data centers. #BTC Price Analysis#