Episode Details
Back to Episodes2026-09-10：The Sovereign Yield Shock: Why $100 Oil and a 4.85% 10-Year Treasury Yield Are Accelerating Bitcoin's Decorrelation
Published 4 weeks ago
Description
A $6 billion Treasury buyback was supposed to calm the bond market. Instead, the 10-year yield climbed to about 4.85%, oil crossed $100, and stocks slipped. Yet Bitcoin held near $78,000. Is crypto finally breaking free from its Nasdaq shadow, or is this resilience about to face its toughest test? We trace the surprising split inside Bitcoin ETFs, where major withdrawals collided with fresh buying from BlackRock and Morgan Stanley channels. Then comes XRP, the only major crypto ETF category still attracting daily inflows, while Ethereum stalls below $2,500 and Solana prepares for a real-world stress test with 150,000 prediction markets. One overlooked stablecoin statistic may matter more than any chart. https://deepmarket.report/en/report/crypto/2026-09-10?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-crypto-en&utm_content=2026-09-10-en&utm_term=report_link