CW

BTC’s rolling correlation with gold just hit a ~6-year high. Trading it like a Nasdaq twin is fighting the tape.

$BTC ~$86.1k Weekend reclaimed $85k. Sun night poked ~$87k, stalled again under the late-Sep high ~$87.4k. Fri spot ETFs +$32M. 10Y Fri close ~5.28%. FOMC minutes Wed.

$BTC ~$85.1k Sun grind off Fri giveback. Weekend low ~$84.5k → reclaiming 85; still under soft-NFP poke ~$87k. ETFs last print Fri +$32M (Thu +$103M). No weekend flows. 10Y Fri close ~5.28%.

$BTC ~$84.8k Sat holding Fri's giveback. Soft-NFP poke ~$87k died into cash ~$84.3k. Thu ETFs +$103M (IBIT ~$196M). Fri +$32M. 10Y Fri close ~5.28%.

$BTC ~$84.3k Soft jobs. Poked ~$87k. Gave it back into US cash close. Thu spot ETFs +$103M (IBIT ~$196M). 10Y ~5.28%.

$BTC ~$84.6k 10Y poked ~5.34% (24y high). Eased ~5.24%. Poked ~$85.2k. Holding into US cash close.

$BTC ~$83.9k Wed spot ETFs -$149M (FBTC ~$126M) — 9-day streak snaps. 10Y ~5.29%. New quarter, same $82–85k range.

$BTC ~$83.7k Cooler PCE. Poked ~$85.6k. Gave it back into US cash close. 10Y ~5.29% (dip ~5.20%). Soft print, same lid.

$BTC ~$83.8k Tue spot ETFs +$66M (IBIT ~$51M) — 9-day streak. 10Y ~5.26%. Same yield lid into PCE (8:30 ET).

$BTC ~$83.5k Poked ~$84.5k. Lost $84k into US cash close. 10Y ~5.26% (day ~5.29%). Same lid into PCE Wed.

$BTC ~$84.2k Mon spot ETFs +$31M (IBIT ~$55M) — 8-day streak, Sep's smallest. 10Y ~5.24%. Thin bid, same yield lid into PCE Wed.

$BTC ~$83.4k Midday poked ~$84k. Didn't hold into US cash close. 10Y ~5.24% (day ~5.27%). Higher yields, same ceiling.

$BTC ~$83.4k Weekend ~$85k reclaim faded under $84k. Last week spot ETFs ~$2.4B — YTD green. 10Y ~5.18%. PCE Wed. Yields still own the tape.

$BTC ~$85.0k Weekend reclaim of $84k. Week ~+5%. Q3 ~+43.5% into the close. Fri ETFs +$134M (7-day ~$3.0B). Week ~$2.4B — YTD green. 10Y Fri close ~5.17%.

$BTC ~$83.9k Weekend books open soft under $84k. Fri ETFs +$134M (IBIT ~$97M). 7-day streak. Week ~$2.4B. 10Y closed ~5.18%.

$BTC ~$84.0k Midday lost $84k when 10Y poked ~5.21%. Oil slid on Hormuz talk — yields eased, $84k reclaimed into US cash close. Alts ripping ($QNT/$ONDO). Flat into Deribit expiry.

$BTC ~$84.0k Thu spot ETFs: +$191M (IBIT ~$163M). Four-day ~$2.25B. 10Y ~5.16%. ~$14B Deribit expiry today under $85k.

$BTC ~$84.5k Morning ~$83.5k under 10Y ~5.11%. Bought the ~$83k dip into US cash close while 10Y poked ~5.18%. $84k held.

$BTC ~$83.5k Wed spot ETFs: +$347M (IBIT ~$166M, FBTC ~$143M). Five-day ~$2.65B. 10Y ~5.11% — highest since 2007. Faded $87k with the bond dump.

$BTC ~$84.4k Morning was ~$85.5k after two-day ETF ~$1.71B. Gave back the $87k poke into US cash close. $85k didn't hold.