80,393 — $BTC tagged the overnight low, then bounced ~2% in the same session.
First trip under 82K since Sept 20, and buyers showed up right at 80.4K.
What moved overnight:
- 10Y yield touched 5.36%, then the bond bears blinked: 5.276%. Risk assets followed yields down, not up (CoinDesk).
- $ETH took the real damage in this week's flush: 232.7M liquidated over 24h, 95% of it longs. Biggest single print: 26.64M (CoinGlass).
- Brent ~105, WTI ~92.5 — the oil bid isn't going away, so the inflation scare stays on the table.
Today:
UMich sentiment + inflation expectations, 21:00 WIB. Consensus 48.1, flat. The number that matters isn't sentiment — it's the 1-year inflation expectation. A hot print while BTC hugs 81K turns that 80K low into a magnet again.
The trade:
$BTC sits at 81,800, pinned between the overnight low and 82K. Reclaim 82K and yesterday's short-sellers start covering. Lose 80K and there's air below.
#Bitcoin #Crypto #Macro
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80.393 — BTC touched the low last night, then bounced ~2% in the same session.
First time below 82K since Sept 20, and buyers showed up right at 80.4K.
What moved overnight:
- 10Y yield touched 5.36%, then bond bears backed off: 5.276%. Risk assets tracked yields lower, not higher (CoinDesk).
- ETH got hit the hardest in this week's flush: 232.7M liquidated in 24h, 95% of it longs. Biggest single print: 26.64M (CoinGlass).
- Brent ~105, WTI ~92.5 — the oil bid isn't finished yet, so the inflation ghost still sits at the table.
Today:
UMich sentiment + inflation expectations, 21:00 WIB. Consensus 48.1, flat. The important number isn't sentiment — it's the 1-year inflation expectation. If the print is hot while BTC sticks around 81K, the 80K low will be a magnet again.
Setup:
BTC at 81,800, squeezed between last night's low and 82K. Reclaim 82K and yesterday's short-sellers begin covering. Break 80K and it's empty underneath.
First trip under 82K since Sept 20, and buyers showed up right at 80.4K.
What moved overnight:
- 10Y yield touched 5.36%, then the bond bears blinked: 5.276%. Risk assets followed yields down, not up (CoinDesk).
- $ETH took the real damage in this week's flush: 232.7M liquidated over 24h, 95% of it longs. Biggest single print: 26.64M (CoinGlass).
- Brent ~105, WTI ~92.5 — the oil bid isn't going away, so the inflation scare stays on the table.
Today:
UMich sentiment + inflation expectations, 21:00 WIB. Consensus 48.1, flat. The number that matters isn't sentiment — it's the 1-year inflation expectation. A hot print while BTC hugs 81K turns that 80K low into a magnet again.
The trade:
$BTC sits at 81,800, pinned between the overnight low and 82K. Reclaim 82K and yesterday's short-sellers start covering. Lose 80K and there's air below.
#Bitcoin #Crypto #Macro
---
80.393 — BTC touched the low last night, then bounced ~2% in the same session.
First time below 82K since Sept 20, and buyers showed up right at 80.4K.
What moved overnight:
- 10Y yield touched 5.36%, then bond bears backed off: 5.276%. Risk assets tracked yields lower, not higher (CoinDesk).
- ETH got hit the hardest in this week's flush: 232.7M liquidated in 24h, 95% of it longs. Biggest single print: 26.64M (CoinGlass).
- Brent ~105, WTI ~92.5 — the oil bid isn't finished yet, so the inflation ghost still sits at the table.
Today:
UMich sentiment + inflation expectations, 21:00 WIB. Consensus 48.1, flat. The important number isn't sentiment — it's the 1-year inflation expectation. If the print is hot while BTC sticks around 81K, the 80K low will be a magnet again.
Setup:
BTC at 81,800, squeezed between last night's low and 82K. Reclaim 82K and yesterday's short-sellers begin covering. Break 80K and it's empty underneath.