Crypto Macro Pulse — Real-Time Indicators & AI Market Analysis — 24.02.2026
NeutralTHE DOLLAR FLEXED, CRYPTO IS LOSING GROUND
🔴 Negative — BTC sell-off amid extreme fear persists
The main change over the day is a moderate strengthening of the dollar (DXY 117.99, +0.4% vs yesterday) alongside a decline in market anxiety (VIX 19.09, -5.6%). Yields and real yields barely moved (10Y 4.08%, unchanged; TIPS 1.8%, unchanged), and systemic liquidity is essentially standing still — this means there is still no added “external fuel” for a rebound, and a strong dollar remains a headwind.
BTC continued to decline to $63,303 (-2.3% over 24 hours; -7.5% over the week), while BTC dominance slipped slightly — it looks like cautious rotation, but not healthy risk demand. Sentiment remains in the extreme fear zone (F&G 8), although the bounce from yesterday’s 5 shows that panic has eased a bit. Key point: daily inflows into BTC ETFs are moderately positive (+$88M), but the weekly balance is still deeply negative (-$987M) and AUM is declining — without a reversal specifically in the weekly flow, the market remains vulnerable, and the base case is still “a correction with attempts to stabilize,” as yesterday.
WHAT TO WATCH
1) BTC holding above $65,000 or, conversely, an acceleration of selling below $63,000 amid a strong dollar.
2) Dollar dynamics: if DXY continues to strengthen, pressure on crypto will persist.
3) ETF flows: a streak of inflows and a reduction in the weekly negative — this is the best “marker” of a reversal in demand.
Market State
All Indicators
| Event | Value | Change |
|---|---|---|
| US Dollar Index | 117.99 | — |
| US 10Y Treasury | 4.08% | — |
| US 2Y Treasury | 3.48% | — |
| US 10Y TIPS (Real Yield) | 1.80% | — |
| Fed Funds Rate | 3.64% | — |
| CPI (YoY) | 2.39% | — |
| Core CPI (YoY) | 2.51% | — |
| VIX | 19.09 | — |
| Yield Curve (10Y-2Y) | 0.60% | — |
| BTC Dominance | 55.93% | -0.46% |
| BTC Price | $63,303 | -2.21% |
| BTC Return 24h | -2.30% | +46.76% |
| BTC Return 7d | -7.48% | -33.10% |
| BTC Vol 30d (ann.) | 68.51% | -10.37% |
| Fear & Greed | 8 | +60.00% |
| Fed Balance Sheet | 6.61% | — |
| Treasury General Account | 912.73% | — |
| Reverse Repo | 0.88% | — |
| M2 Money Supply | 22.41% | — |
| Net Liquidity | 5,699.80% | — |
| BTC ETF Daily Flow | 88.04% | — |
| BTC ETF 7d Flow | -987.32% | — |
| BTC ETF AUM | 85.31% | — |