PCE eased a bit but US Treasuries are still biting; the big pie (BTC) at 83,700 keeps ranging around 8.37万 waiting for direction
🔻 Interest rate reality
The US 10Y is currently at 5.285%. While PCE has eased to 3.0% a bit, the long end is still staying high and moving sideways (KDJ is overbought). The “higher for longer” move hasn’t finished, and liquidity pressure remains.
🔻 Market status
BTC is at 83,781, up slightly 0.55% over 24h; after hitting 87,395 it pulled back and then went sideways. SAR support is 81,060. The sell-side share is 69.65%, indicating stronger downside pressure. Above 85,000, there’s clear overhead supply. Volume is contracting as the market grinds through the bottom.
🔻 Big-player take
Tom Lee calls it the “biggest bull market in history,” and with Binance Pay expanding coverage, long-term institutions are likely sitting on the base; but in the short term, as US Treasuries don’t pull back, the big pie can hardly break the previous high. Hold for the long run; for the short term, wait for support at 81,000–81,000-odd or for US Treasuries to turn back.
After grinding at 83.7万, will you hold firm or trade T?👇
🔻 Interest rate reality
The US 10Y is currently at 5.285%. While PCE has eased to 3.0% a bit, the long end is still staying high and moving sideways (KDJ is overbought). The “higher for longer” move hasn’t finished, and liquidity pressure remains.
🔻 Market status
BTC is at 83,781, up slightly 0.55% over 24h; after hitting 87,395 it pulled back and then went sideways. SAR support is 81,060. The sell-side share is 69.65%, indicating stronger downside pressure. Above 85,000, there’s clear overhead supply. Volume is contracting as the market grinds through the bottom.
🔻 Big-player take
Tom Lee calls it the “biggest bull market in history,” and with Binance Pay expanding coverage, long-term institutions are likely sitting on the base; but in the short term, as US Treasuries don’t pull back, the big pie can hardly break the previous high. Hold for the long run; for the short term, wait for support at 81,000–81,000-odd or for US Treasuries to turn back.
After grinding at 83.7万, will you hold firm or trade T?👇
