☀️ CRYPTO MORNING BRIEF｜OCT 2

What happened overnight?

Here are 5 things to watch today 👇

₿ 1. BTC IS BACK ABOVE $84K

Bitcoin → ~$84.7K
24H → +1.23%

BTC bounced from roughly $83.1K
and briefly reached ~$85.2K.

💰 2. THE ETF INFLOW STREAK BLINKED

U.S. spot BTC ETFs recorded roughly:

-$148.7M

on Sept. 30.

But the last 5 sessions are still about:

+$273.7M

So the real question is:

IS ETF DEMAND REALLY COOLING?

📈 3. TREASURY YIELDS REMAIN A HEADWIND

U.S. 10Y → ~5.29%

Bitcoin is recovering,

but 5%+ risk-free yields remain
a serious competitor for capital.

🏛️ 4. THE SEC JUST MOVED ON CRYPTO CUSTODY

The SEC proposed a new framework
for investment advisers and regulated funds
to custody crypto assets.

Another important step toward clearer
institutional crypto infrastructure.

👀 5. TODAY I’M WATCHING:

₿ BTC reclaiming $85K
💰 ETF flows
📈 U.S. Treasury yields
🏛️ SEC custody rules
⚡ ETH / BNB follow-through

The key tension today:

PRICE IS RECOVERING.

BUT ETF MOMENTUM JUST BLINKED.

👇 Does BTC reclaim $85K today?

YES 🟢 / NOT YET 🔴

#BTC #ETH #BNB