64 → 53 after the news 👀
The shift looks mostly tied to the 10Y yield hitting 5.27%, its highest level since 2007, even as US Bitcoin funds saw inflows for 9 straight days.
Rate pressure vs. strong money flows where would you put the needle?
The money behind the market still looks strong. Rate worries keep today's mood at neutral.
Our mood gauge (0 to 100) reads about 64 before news, about 53 after.
What's dragging it down:
🔹 Fed officials sound tough. Traders put the chance of another US rate rise in October at about 64%. Softer inflation data this week eased that a little.
🔹The 10-year US Treasury yield hit 5.27%, the highest since July 2007. Some analysts see 6% next.
🔹Altcoin deposits to exchanges jumped about 160% in two weeks, the most since October 2025. That can mean selling ahead.
What's still helping:
· The money in the world's financial system is up about 5% in a year, to about $102 trillion.
· US Bitcoin funds have taken in money 9 days in a row.
· Over the last 15 days, Bitcoin is up about 11% and the wider coin market about 18%.
Our news score is about 27 out of 100, which reads as worrying news. What this means: the money underneath still looks strong. Rate and bond worries are what hold the mood back.
Checked this morning (1 Oct) · Not advice.