Nasdaq -1.03%, S&P -0.71% overnight. 10Y yields spiked to 4.81%, Brent crude pushing $95. Oil → inflation → rate hike expectations = valuation compression across the board.
$BTC holding ~$78k. Key signal: US spot ETF flows back to +$217M net inflow. Institutions aren't running.
$BTC outperforming Nasdaq right now, but the real breakout condition isn't sentiment—it's 10Y yields stopping their climb.
If yields top out → $80k becomes the play.
If yields hit 5% → every high-multiple asset gets repriced. No exceptions.
$BTC holding ~$78k. Key signal: US spot ETF flows back to +$217M net inflow. Institutions aren't running.
$BTC outperforming Nasdaq right now, but the real breakout condition isn't sentiment—it's 10Y yields stopping their climb.
If yields top out → $80k becomes the play.
If yields hit 5% → every high-multiple asset gets repriced. No exceptions.