Yigol|Sep 05, 2026 13:46
bitcoin:native
Non-farm payrolls on Friday added 162k, far exceeding expectations by about 56k. The 10Y U.S. Treasury yield briefly surged to 4.812%. Nasdaq -0.3%, S&P -0.4%. The macro environment is essentially putting the brakes on risk assets.
If 80k holds, I’ll keep going long—82.8k isn’t the end. If it falls back below 78k, let’s not talk about a breakout for now.
The most interesting part of this round is—rates are pressuring $BTC, but real money is still buying.
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