Today’s market buzz

US spot BTC ETFs recorded a seventh straight trading day of net inflows through Sep 25, totaling ~$2.98B, including a 2026 weekly high of ~$2.39B. However, daily inflows fell from ~$999M on Sep 21 to ~$134M on Sep 25. Meanwhile, expectations for further Fed hikes remained elevated, the 10-year Treasury yield reached ~5.23%, its highest since 2007, and BTC retreated from ~$87K to ~$84K. Focus is on how long resilient but slowing ETF demand can diverge from price weakness.