Bitcoin traded at $86,757 on Friday, up 3% in 24 hours, according to CoinGecko data. Spot Bitcoin exchange-traded funds took in $6.34 billion in the third quarter, according to SoSoValue, but net inflows for 2026 remain under $1 billion. August core inflation came in below expectations, and futures markets now put a 74% chance on the Federal Reserve holding rates on October 28. Friday's weaker-than-forecast US jobs report strengthened the case for a hold while raising concerns about the labor market. Analysts disagreed about whether Bitcoin's rise was accompanied by more futures positioning.