Sep 30, 2026 commentary

Bitcoin Shrugs Off Rising Yields and Builds a Structural Floor

₿ Conviction

Bitcoin has rallied 44% since late June while the 10-year yield climbed 79 basis points and oil surged 29%, signaling that the market structure reset may be carrying more weight than the macro headwinds.

Subscribe to read the full analysis.

See Plans

Already a subscriber? Log in