đš BITCOIN JUST BROKE $86K.
But this time, the real catalyst may not be crypto.
It may be:
29,000.
U.S. payrolls added just 29K jobs,
far below the 90K expected.
Markets immediately repriced:
đ October hike odds â ~15%
đ U.S. 10Y yield â ~5.17%
đąïž Brent â ~$99
âż BTC â above $86K, +3% in 24H
The logic is simple:
WEAKER JOBS
â
LESS FED PRESSURE
â
LOWER YIELDS
â
MORE ROOM FOR RISK ASSETS
And hereâs the interesting part:
U.S. spot BTC ETFs recorded
a ~$92.9M net outflow on Oct. 1.
So:
ETF FLOW WAS NEGATIVE.
BTC STILL BROKE $86K.
That raises the real question:
IS MACRO TAKING CONTROL OF BTC AGAIN?
If yields keep falling
and oil stays around or below $100,
one of Bitcoinâs biggest macro headwinds
may finally be easing.
Now Iâm watching:
âż BTC holding $86K
đ The ~$87K area
đ U.S. 10Y yields
đŠ October Fed expectations
đ° The next BTC ETF flow
đ Your take?
MACRO RELIEF KEEPS PUSHING BTC đą
or
BTC PULLS BACK NEAR $87K đŽ?
#BTC #ETH #BNB
But this time, the real catalyst may not be crypto.
It may be:
29,000.
U.S. payrolls added just 29K jobs,
far below the 90K expected.
Markets immediately repriced:
đ October hike odds â ~15%
đ U.S. 10Y yield â ~5.17%
đąïž Brent â ~$99
âż BTC â above $86K, +3% in 24H
The logic is simple:
WEAKER JOBS
â
LESS FED PRESSURE
â
LOWER YIELDS
â
MORE ROOM FOR RISK ASSETS
And hereâs the interesting part:
U.S. spot BTC ETFs recorded
a ~$92.9M net outflow on Oct. 1.
So:
ETF FLOW WAS NEGATIVE.
BTC STILL BROKE $86K.
That raises the real question:
IS MACRO TAKING CONTROL OF BTC AGAIN?
If yields keep falling
and oil stays around or below $100,
one of Bitcoinâs biggest macro headwinds
may finally be easing.
Now Iâm watching:
âż BTC holding $86K
đ The ~$87K area
đ U.S. 10Y yields
đŠ October Fed expectations
đ° The next BTC ETF flow
đ Your take?
MACRO RELIEF KEEPS PUSHING BTC đą
or
BTC PULLS BACK NEAR $87K đŽ?
#BTC #ETH #BNB
