🇺🇸 Slipping Into March — Will $65K Break Open the Trapdoor?
Hot PPI data, rising real yields, and geopolitical stress pressure Bitcoin as downside liquidation risk outweighs upside fuel.
🪙 Crypto Market Overview
Bitcoin sold off on Friday after stronger-than-expected U.S. PPI data reduced expectations for near-term rate cuts. Markets are now pricing almost no probability of easing into early 2026.
At the same time, macro tension is building:
Rising real yields
Escalating Middle East military developments
Signs of stress in private equity and credit markets
Capital rotated toward traditional defensive assets. Gold rallied. Bitcoin did not.
When real yields rise and uncertainty spikes, liquidity typically retreats from higher-beta assets first. Crypto remains firmly in that category.
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