Macro

US jobs revision turns July’s 21,000 gain into a 10,000 loss

The US Bureau of Labor Statistics (BLS) revised July and August payroll gains down by 60,000 on Oct. 2, weakening…

1 month ago

El Salvador’s $666 million Bitcoin reserve survives IMF review

El Salvador secured access to $138 million from the IMF while recommitting to limits on further state Bitcoin accumulation. The…

1 month ago

Bitcoin’s $85,000 recovery awaits proof that ETF investors kept buying after payrolls

Bitcoin's recovery above $85,000 faces a demand test after a sharp fall in bets on another Federal Reserve rate hike.…

1 month ago

Bitcoin’s $85,000 sell wall is gone and traders are now betting on $100,000

Bitcoin’s rally is approaching a $90,000 test as a rare accumulation pattern reappears and sell-side liquidity thins. On Oct. 2,…

1 month ago

Why an $88 billion bank reserve drop doesn’t prove a Bitcoin liquidity squeeze – yet

Bitcoin’s quarter-end liquidity signal changes direction depending on which reserve measure is used. Federal Reserve data released Oct. 1 show…

1 month ago

Bitcoin survived 5% yields but crypto’s cheap-money era did not

The US 10-year Treasury yield touched 5.34% on Oct. 1, its highest since 2002, capping a third quarter in which…

1 month ago

Bitcoin sees big overnight rally as ETF demand returns before the next US jobs test

Bitcoin retook $86,000 by the morning of Oct. 2 as demand for US spot Bitcoin ETFs recovered, with short covering…

1 month ago

US factory costs spike, threatening Bitcoin’s rally above $85,000

US manufacturers reported more widespread input-price increases in September, raising a potential financing risk for Bitcoin if investors respond by…

1 month ago

Bitcoin ETFs are $5 billion away from a new flow record after a brutal 11-month reset

US spot Bitcoin exchange-traded funds (ETFs) recorded their first daily outflow in more than two weeks, interrupting a recovery that…

1 month ago

Bond yield explosion gives Bitcoin a strong signal – is now finally Satoshi’s time?

Bitcoin’s monetary case is growing stronger as governments face more expensive borrowing, and software is becoming a buyer of services.…

1 month ago

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