9/10 Morning Session Hype｜PPI Day: Big Money Pulls Back—And Hot Coins Are Still Going Crazy
$BTC about 78.3k (daily −0.4%), $ETH ~2470, SOL around ~101 are underperforming. Total market cap is about −3.3%. F&G 69 greed hasn’t dispersed, yet spot is being sold off aggressively. Rising U.S. Treasury yields combined with the Ministry of Finance stepping up the long-bond repo narrative has temporarily tightened risk appetite.
Hot: IOST spot keeps going wild (about +119%); KAT/LRC/MINA are also chasing. NEAR is around +5.5%; privacy names $ZEC about +5%/~1241. Cold: SOPH continues to bleed (about −29%); DOT/ARB/WLD/ETC/TRUMP are around −9% to −10%; BNB/DOGE are also soft. The trending leaderboard is still trading memes like LAPTOP/PONS/PUMP—disconnected from the big players.
Take: Rekt says BTC around ~78,300 retesting and “passing” is “preliminary success.” Only after a weekly close holds can we talk about higher highs—don’t mistake this for confirmation to re-long. TD Melek/McKay: gold is holding up, favoring higher-hike odds. The next catalyst is PPI/CPI—hot data tends to raise odds of hikes and pressure the market; the devaluation narrative/central bank gold buying/ETF structure are still there.
Today is PPI, tomorrow is CPI, and CLARITY on the 15–16th overlaps with the FOMC. Don’t chase the big moves—hot coins are for short bursts only.
$BTC about 78.3k (daily −0.4%), $ETH ~2470, SOL around ~101 are underperforming. Total market cap is about −3.3%. F&G 69 greed hasn’t dispersed, yet spot is being sold off aggressively. Rising U.S. Treasury yields combined with the Ministry of Finance stepping up the long-bond repo narrative has temporarily tightened risk appetite.
Hot: IOST spot keeps going wild (about +119%); KAT/LRC/MINA are also chasing. NEAR is around +5.5%; privacy names $ZEC about +5%/~1241. Cold: SOPH continues to bleed (about −29%); DOT/ARB/WLD/ETC/TRUMP are around −9% to −10%; BNB/DOGE are also soft. The trending leaderboard is still trading memes like LAPTOP/PONS/PUMP—disconnected from the big players.
Take: Rekt says BTC around ~78,300 retesting and “passing” is “preliminary success.” Only after a weekly close holds can we talk about higher highs—don’t mistake this for confirmation to re-long. TD Melek/McKay: gold is holding up, favoring higher-hike odds. The next catalyst is PPI/CPI—hot data tends to raise odds of hikes and pressure the market; the devaluation narrative/central bank gold buying/ETF structure are still there.
Today is PPI, tomorrow is CPI, and CLARITY on the 15–16th overlaps with the FOMC. Don’t chase the big moves—hot coins are for short bursts only.