Risk appetite recovered over the past 12 hours: the U.S. 10-year Treasury yield fell back to around 5.24%, and August PCE came in at 3.4% year-on-year, below expectations. BTC rebounded from 84–85k to above 86k, currently around $86,145, up 2.8% in 24 hours; ETH returned to $2,750, up around 2.8%, with DeFi leading gains, AAVE +11.8%, and SOL/XRP also rising. On the macro front, the SEC custody rule proposal and spot ETF net inflows of approximately $103 million on the first day of October are providing a floor for institutional capital. Technically: BTC’s short-term support is 84,800–85,000, with resistance at 86,500–87,000; holding above 86k on increased volume targets 94k, while falling back below 84,800 would bring 82–83k back into focus. ETH support is 2,620–2,660, with resistance at 2,775–2,825; a break above 2,825 would open room toward 3,000. If tonight’s “nonfarm payrolls”/overnight report reinforces bullish consensus, sentiment could be amplified, pushing BTC to test 87k and ETH to test 2,825; however, with the Fear & Greed Index around 69–72, avoid chasing highs ahead of the nonfarm payrolls report. Strategy: scale in on pullbacks to support, add on breaks above resistance, reduce positions when positive news is priced in, and stop out on a break below support.$ETH $NVDA

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