Sherry长得帅不如跑的快1688

🚨 $6.34B flowed into spot Bitcoin ETFs in Q3 — yet BTC is still struggling to clear resistance.

That’s the real story.

💰 Strongest ETF quarter of 2026
🏦 Institutional demand returned
📈 BTC had a powerful Q3
🔥 October opened with fresh ETF inflows

Yet resistance remains.

So here’s the question:

If billions keep entering Bitcoin, who is still selling?

Either supply above the market is heavier than expected…

or institutions are quietly absorbing it before the next move.

Forget the next candle.

Watch the money.

🟢 INSTITUTIONS ACCUMULATING
🔴 SUPPLY STILL TOO HEAVY

#BTC #ETH #BNB

@Ahmed Ali Nizamani

灼见Cryptosighted

Sherry长得帅不如跑的快1688

☀️ CRYPTO MORNING BRIEF｜OCT 4

It’s Sunday.

No fresh Wall Street ETF flows.

Bitcoin is on its own.

Here’s what matters today 👇

₿ 1. BTC IS TESTING $85K AGAIN

BTC → ~$85K
Today → +0.57%

After failing to hold the move above $87K,
Bitcoin pulled back toward $84K.

Now the market is fighting for:

$85K.

🇺🇸 2. SOFT JOBS CHANGED THE FED TRADE

September payrolls:

Actual → +29K
Expected → +90K

Unemployment → 4.2%

October hike odds have fallen
to roughly 20%.

That gives risk assets some breathing room.

But the macro problem isn’t gone.

📈 3. TREASURY YIELDS ARE STILL HIGH

The U.S. 10Y remains
in the 5%+ zone.

So the market is balancing:

WEAKER JOBS = LESS FED PRESSURE

against

HIGH YIELDS = TIGHT LIQUIDITY

💰 4. ETFs WON’T SET TODAY’S DIRECTION

U.S. markets are closed for the weekend.

And Oct. 2 ETF data
is still incomplete.

That makes today more interesting:

WITHOUT ETF FLOWS,

WILL THE MARKET BUY BTC ON ITS OWN?

🏛️ 5. REGULATION KEEPS MOVING

The SEC approved a Cboe BZX rule change
for 3X Bitcoin and Ether ETPs.

Important:

They cannot trade yet.

The registration statement
still needs to become effective.

Today I’m watching:

₿ BTC holding $85K
📈 Another $87K test
💥 Weekend liquidity
📉 Treasury yields
💰 Monday ETF demand

The real question:

NO WALL STREET FLOWS.

NO ETF CATALYST.

CAN BTC HOLD $85K ON ITS OWN?

HOLD $85K 🟢
or
WEEKEND PULLBACK 🔴?

#BTC #ETH #BNB

中秋节礼品到的有点晚！🧧

🚨 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:

📉 October hike odds → ~15%
📉 U.S. 10Y yield → ~5.17%
🛢️ Brent → ~$99
₿ BTC → above $86K, +3% in 24H

The logic is simple:

WEAKER JOBS
↓
LESS FED PRESSURE
↓
LOWER YIELDS
↓
MORE ROOM FOR RISK ASSETS

And here’s 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 Bitcoin’s biggest macro headwinds
may finally be easing.

Now I’m watching:

₿ BTC holding $86K
📈 The ~$87K area
📉 U.S. 10Y yields
🏦 October Fed expectations
💰 The next BTC ETF flow

👇 Your take?

MACRO RELIEF KEEPS PUSHING BTC 🟢

or

BTC PULLS BACK NEAR $87K 🔴?

#BTC #ETH #BNB