Phyrex|Oct 01, 2026 18:54
Today, the yield of ten-year US Treasury bonds finally fell a little. It was a bit exaggerated when it reached 5.3% in the morning. The market was very pessimistic about the high interest rate, mainly due to Trump's action. However, it was reported recently that the actual oil flow in Hormuz has reached about 80% before the war, but the oil price is still high at present. It should be because the transportation costs and insurance premiums have not yet fallen, and the market is still worried about being attacked by Iran.
It seems that there have been several days without large-scale direct exchanges of fire between the United States and Iran, which is considered good news. If this state can continue, oil tanker attacks will decrease, insurance premiums and transportation costs will begin to fall, and oil prices will have a chance to truly come down. What the market needs most now is actually a cooling of oil prices. If oil prices don't come down, inflation expectations will be difficult to come down, and US bond yields and high interest rate expectations will continue to weigh on Bitcoin: native and US stocks.
Tomorrow evening will be the last important data of the week, non farm payroll. Although I don't think the importance of non farm payroll data is very high, it will still affect market fluctuations in the short term. Currently, non farm payroll is difficult to provide good help, after all, the resilience of the US economy is still quite strong. Unless the unemployment rate increases significantly and non farm employment decreases significantly, at most there will be short-term fluctuations, just like this month's core PCE.
I started buying dual coins of Bitcoin again today, and I think it's still relatively stable for now. Let's take a look at it from $82000 first, and I bought it for a day. After all, tomorrow is non farm, and we will make adjustments after the non farm data.
One @ Gate, trade more markets
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