Read macro-driven crypto news linking Bitcoin and digital assets to rates, inflation, liquidity, geopolitics, and global markets.
Bitcoin has moved from a failed push above $82,000 to a test of the $78,000 support zone, as rising US Treasury yields and inflation fears continue to pressure risk assets.
Gino Matos 6 min read 
US spot Bitcoin ETFs lost roughly 14,000 BTC this week, ending a six-week inflow streak as hotter inflation data forced markets to reassess risk exposure.
Bond yields and oil are already near stress levels, but a 2008-style break still needs confirmation from credit spreads, volatility, and financial conditions before Bitcoin faces its real macro test.
Higher US yields are weakening institutional demand while stablecoins and tokenized Treasurys attract cautious crypto capital.
Record demand for leveraged ETFs shows investors are rushing back into risk, but hotter inflation and fading Fed rate-cut hopes could decide whether Bitcoin breaks through resistance or gets rejected.
Disclosures show exposure to Coinbase, MARA and Strategy as the administration pushes a friendlier framework for digital assets.
Proponents of the CLARITY Act are now targeting a July 4 desk signing by President Trump for the monumental legislation.
Traders are watching whether Bitcoin can defend $78,000 after hotter US inflation data interrupted its recovery from April lows.
Bitcoin’s drop below $80,000 came as the S&P 500 registered record highs. If BTC is a high-beta risk asset, why is it missing the stock-market rally?
