bo0rne2h

.

b

📈 The bond market is getting tense again
The yield on 2-year U.S. Treasury bonds is already around 4.90%, while the Fed funds rate is around 3.88%. The difference is more than 1%, and this gap is shown by the white line on the chart.
Historically, when 2-year bond yields rose above the Fed funds rate, the regulator had to pursue a tighter policy.
The bond market is now effectively showing that the rate should be approximately 100 basis points higher.
📊 Against this backdrop, the MOVE index is rising sharply again, and volatility in the bond market is intensifying.
This external backdrop ce

#BTC 🔥 A Very Strong Technical Signal for Bitcoin
For the first time since November 2025, Bitcoin has broken above the 365-day SMA while also surpassing the previous high from May 2026, around $82,000.
The last time Bitcoin broke above this long-term moving average from below was in March 2023, after which a strong growth phase began.
🔼 For me, the break above the 365-day SMA is one of the important technical signals indicating that the market’s bearish phase may have ended and that $58,000 may have been the bottom of this cycle.
📊 It now makes perfect sense to see a retest of the $82,000 z

🔥 It looks like the market is gradually shifting toward altcoins.
The Altcoin Cycle Signal indicator has moved from the Bitcoin phase into the altcoin phase.
The reason is simple: growth is beginning to spread more broadly across the market, and money is now flowing not only into #BTC.
📊 This aligns well with what we are currently seeing in TOTAL3. For the first time since January, the weekly candle closed above $800 billion, while some altcoins are already starting to show strong moves.
If the trend continues, some strong altcoins will continue their growth 🤝$BTC ‌

🇷🇺 Foreign crypto exchanges could become liquidity providers for the Russian crypto market.
Deputy Finance Minister Ivan Chebeskov said that liquidity inflows from international platforms should ensure prices close to global levels and prevent a significant discount on the Russian market.
If a difference in quotations arises, arbitrage will eliminate it.
International platforms had previously shown interest in Russia’s new regulation, but did not want to enter the market directly due to the risks.
‼️ Russian tax residents will also have to report all crypto transactions outside the regulated

Risk assets rose alongside Bitcoin.
The S&P 500 gained 1.6%, while the Nasdaq Composite rose 2.4%.
Markets also reacted positively to a New York Times report that the US could extend its trade agreement with China by six months ahead of Chinese President Xi Jinping’s visit this week.
The rally also led to the liquidation of nearly $800 million in short positions on crypto assets over 24 hours.

Venture investment in the crypto industry is growing again
In the second quarter, investment in crypto and blockchain companies rose 31% to $5.68 billion. A total of 384 deals were completed during the quarter.
At the same time, 78% of the capital went to companies in the later stages of development, while the median deal size reached a record $4.9 million.
The trading, exchanges, investment, and lending sector received the most investment at $3.52 billion.
The United States retains its lead: American companies accounted for 73.5% of all capital raised.
Large investors continue to actively inv

🐳 A whale is aggressively buying Solana
A large SOL whale bought and staked $46.6 million worth of coins—over the past two months, it has accumulated 453.7K $SOL
Hopefully, the end of this bear market won’t see the same thing as the last one—a drop below $10😅
$SOL #sol

🐳🩸 Multicoin Capital sells tens of millions of dollars worth of HYPE
The company deposited 333 166 HYPE ($26.73 million) to Coinbase several hours ago
A decision on the Clarity Act will be made today, so the market may behave very unpredictably (although I expect another postponement of the decision and a market drop, but not a significant one)🤔
$HYPE

🚀 Key events of the week
Tuesday, September 15:
🇺🇸 USA - Senate vote on the CLARITY bill expected
Wednesday, September 16:
‼️ USA - Fed rate decision - 21:00
‼️ USA - Conference with Kevin Warsh - 21:30
Thursday, September 17:
🇺🇸 USA - SEC roundtable on the stock market’s transition to 24/7 trading
🇺🇸 USA - Initial Jobless Claims - 15:30
🇺🇸 USA - Fed balance sheet - 23:30
Friday, September 18:
🇯🇵 Japan - Central bank rate decision - 06:00

🏴 CLARITY Act FAILS TO SECURE THE 60 VOTES REQUIRED TO ADVANCE TO THE NEXT STAGE OF CONSIDERATION
🏴 The bill was blocked in the Senate after 41 senators voted against it.
🏴 And just how much the “experts” had to say ☕️

💸BTC is massively leaving exchanges, but the price continues to decline
Bitcoin's exchange flow balance has fallen to approximately −$26.7 billion, reaching historically extreme levels.
Previously, strong BTC outflows would have been considered a bullish signal: fewer coins on exchanges → less potential selling pressure.
But this relationship is now weaker. Coins may be moving into cold storage, custodial services, and other over-the-counter structures, while there may be no new demand in the spot market.
👉Conclusion: A record BTC outflow alone does not guarantee growth. For the bullish move