Crypto Macro Pulse — Real-Time Indicators & AI Market Analysis — 24.04.2026
NeutralWAR AND OIL: LIQUIDITY IS LEAVING
🟡 Neutral — ETFs are supporting, but the backdrop is fragile
The main shift of the day is a noticeable tightening of dollar liquidity: net liquidity over the past 24 hours fell by about 4%, and the weekly decline is comparable. This is an unpleasant headwind for all risk assets, even despite the fact that the dollar has slightly weakened over the week, while yields and the anxiety index are essentially standing still (VIX 18.92).
In crypto, the picture is mixed: BTC is holding around 77.7k, but the daily dynamics have worsened (the day is in the red), and the sentiment index has pulled back to 39 — the market has become more cautious. At the same time, institutional demand has returned: inflows into BTC ETFs for the day are about 223M, and for the week — around 1.69B, ETF assets under management have grown to 102.8B. This is strong support under the price, but against the backdrop of geopolitical nervousness and liquidity outflows, the reaction to news may be sharper than usual; rotation into BTC persists (dominance near the highs of recent months).
WHAT TO WATCH
1) Liquidity: will the outflow continue after this week’s sharp drop.
2) War/oil headlines: they are the ones that can quickly raise anxiety right now.
3) The Fed in 5 days and PCE in 6 days: the market may start “tightening up” on risk in advance.
Market State
All Indicators
| Event | Value | Change |
|---|---|---|
| US Dollar Index | 118.08 | — |
| US 10Y Treasury | 4.30% | — |
| US 2Y Treasury | 3.79% | — |
| US 10Y TIPS (Real Yield) | 1.92% | — |
| Fed Funds Rate | 3.64% | — |
| CPI (YoY) | 3.29% | — |
| Core CPI (YoY) | 2.60% | — |
| VIX | 18.92 | — |
| Yield Curve (10Y-2Y) | 0.51% | — |
| BTC Dominance | 58.10% | -0.15% |
| BTC Price | $77,705 | -0.69% |
| BTC Return 24h | -0.30% | +34.78% |
| BTC Return 7d | 3.90% | -13.14% |
| BTC Vol 30d (ann.) | 41.05% | -0.15% |
| Fear & Greed | 39 | -15.22% |
| Fed Balance Sheet | 6.71% | — |
| Treasury General Account | 1,005.97% | — |
| Reverse Repo | 0.11% | — |
| M2 Money Supply | 22.67% | — |
| Net Liquidity | 5,701.32% | -4.24% |
| BTC ETF Daily Flow | 223.21% | +1,785.22% |
| BTC ETF 7d Flow | 1,685.24% | +35.19% |
| BTC ETF AUM | 102.79% | +3.74% |