October 1, 2026｜Today’s latest market analysis: Cooling inflation boosts BTC; the US core PCE year-over-year fell to 3%, below expectations. $BTC briefly surged to $85,518, then returned to around $83,600 this morning; $ETH is reporting $2,690. The market has entered a choppy range—do you think BTC can reach $100,000 again this year?
Cooling inflation lowers the probability of an October rate hike, but the 10-year U.S. Treasury yield is still rising to 5.304%. The S&P is down 0.3% and the Nasdaq is up 0.2%, so capital is only willing to trade localized opportunities.
Spot BTC ETFs saw net inflows of $66.2 million, marking the ninth consecutive trading day of inflows. Meanwhile, ETH ETFs turned to net outflows of $2.81 million. Institutional support for BTC is still there, while ETH is temporarily more dependent on market sentiment.
Market flows are shifting toward high-volatility assets: $ENA is up 7.41%, NEAR is up 4.51%, and HYPE is up 4.12%. Among them, ENA is approaching a large unlock—its sharp rally is more like an event-driven play, so it’s not suitable to directly treat one day of strength as a trend reversal.
Today, watch whether BTC can hold $83,000; only a reclaims of $85,500 counts as a breakout. For ETH, holding $2,660 is key before there’s a chance to retest $2,740. Gold has slipped to around $4,154; higher yields still limit any rebound. $4,200 is the short-term line between strength and weakness. #比特币升破85200美元 #山寨季指数连续五日守稳60上方
Cooling inflation lowers the probability of an October rate hike, but the 10-year U.S. Treasury yield is still rising to 5.304%. The S&P is down 0.3% and the Nasdaq is up 0.2%, so capital is only willing to trade localized opportunities.
Spot BTC ETFs saw net inflows of $66.2 million, marking the ninth consecutive trading day of inflows. Meanwhile, ETH ETFs turned to net outflows of $2.81 million. Institutional support for BTC is still there, while ETH is temporarily more dependent on market sentiment.
Market flows are shifting toward high-volatility assets: $ENA is up 7.41%, NEAR is up 4.51%, and HYPE is up 4.12%. Among them, ENA is approaching a large unlock—its sharp rally is more like an event-driven play, so it’s not suitable to directly treat one day of strength as a trend reversal.
Today, watch whether BTC can hold $83,000; only a reclaims of $85,500 counts as a breakout. For ETH, holding $2,660 is key before there’s a chance to retest $2,740. Gold has slipped to around $4,154; higher yields still limit any rebound. $4,200 is the short-term line between strength and weakness. #比特币升破85200美元 #山寨季指数连续五日守稳60上方
