Daily Note · 26 Sep: Leverage Risk Resurfaced, Not Price
Price barely moved in the last 24 hours, but a $350M exchange breach and a delayed XRP Ledger upgrade both pointed to the same underlying fragility: infrastructure, not spot demand.
Articles tagged "Daily Note"
157 articles with this tag. View all articles →
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.
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 · 22 Sep: Flows Formalized Before Price Moved
The last 24 hours saw crypto market cap reclaim $3 trillion while incumbents quietly built the rails for cross-border settlement - a structural build that outpaced the day's price action.
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.
Daily Note · 18 Sep: Range Holds, Institutions Pick Sides
BTC and ETH digested the Fed's rate move without breaking structure, while institutional flow into Zcash and a broad altcoin bid revealed where conviction is actually building.
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.