Episode Details
Back to Episodes2026-09-08：ETF Capital Flees Altcoins for Bitcoin as 10-Year Treasury Yields Squeeze Global Risk Premia
Published 1 month ago
Description
Bitcoin is absorbing nearly a billion dollars in ETF inflows while Solana’s institutional demand collapses by 97%. Is this the start of a permanent divide between Bitcoin and the altcoin universe? We examine why Bitcoin is holding near $79,000 as 10-year Treasury yields approach 4.81%, why XRP’s 39% monthly rally may be running on borrowed momentum, and how an $11.31 million Aptos unlock could test fragile liquidity. Then comes the unexpected twist: Zcash has surged more than 2,300%, powered by a privacy-coin ETF catalyst, even as DeFi thefts surpass $1.4 billion this year. Which assets are attracting conviction, and which are quietly losing institutional support? https://deepmarket.report/en/report/crypto/2026-09-08?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-crypto-en&utm_content=2026-09-08-en&utm_term=report_link