Sep 8, 2026 commentary
Bullish Options Skew and Expanding Fiscal Liquidity Favor Upside Continuation
₿ Conviction
Bitcoin absorbed a difficult macro session — rising crude, higher yields, and equity weakness — without meaningful damage, suggesting the market is pricing in a near-term catalyst that may override the surface-level headwinds. The derivatives market appears to agree, with options skew tilting decisively toward calls for the first time in months.