Daily Note · 25 Sep: Rates Tested What Rotation Built
Bitcoin gave back its push above $87K as Treasury yields cleared 5%, but altcoins kept rotating and ETF flows stayed positive - a split between macro pressure and internal market strength.
Articles tagged "Bitcoin"
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Daily Note · 24 Sep: Repricing Hit Everything At Once
Bitcoin fell below $83K as Treasury yields hit a 19-year high and traders priced in four more Fed hikes by mid-2027 - a macro repricing that moved the whole market in one direction at once.
Daily Note · 23 Sep: Old Wallets, New Rotation
Bitcoin gave back its retest of Monday's high as capital rotated into BCH and ZEC, while a $75M ether transfer from long-dormant FTX-linked wallets added a second, unrelated source of unease.
Daily Note · 21 Sep: Squeezes Cleared, Rotation Followed
Bitcoin's break above $85,000 came with forced deleveraging, not fresh conviction. What followed in Ethereum and Solana suggests the move was about positioning clearing out, not a new narrative arriving.
Daily Note · 20 Sep: Regulation Outran Price
Bitcoin absorbed a red day without breaking trend structure while altcoins sold off harder, even as a wave of regulatory clarity opened new infrastructure for tokenized assets.
Daily Note · 19 Sep: Repricing Ran, Regulation Waited
Bitcoin's reclaim of its 100/200-hour averages pulled the entire market higher in sync, while regulatory movement from the CFTC and SEC ran in parallel without visibly steering price.
How Bitcoin Dominance Shifts Predict Altseason Starts and Ends
Bitcoin dominance measures where capital is parked, not just BTC's price. Its shifts often precede altseason starts and ends before altcoin charts confirm it.
Daily Note · 12 Sep: Sentiment Outran the Chart
Sentiment moved faster than price over the last 24 hours, with Fear & Greed climbing while BTC stayed capped below its 20-EMA. A quiet stablecoin expansion added a second layer to the read.
Daily Note · 9 Sep: Crypto Tracked Gold, Not Stocks
Bitcoin climbed while European equities fell on Iran-related shocks, tracking gold rather than risk assets. Sentiment eased even as price extended, and regulatory friction kept building underneath.
Daily Note · 8 Sep: Whales Sit On Record Gains
Bitcoin drifted lower under macro pressure while whale unrealized gains hit a record $9B - a setup where the largest holders have the most reason to sell into any strength.