Crypto Macro Pulse — Real-Time Indicators & AI Market Analysis — 01.09.2026
NeutralBTC ETF DEMAND
🟡 Neutral — Daily demand increased, but weekly momentum remains negative
BTC ETF flows reversed from minus 202 to around 217, supporting a 1.4% daily gain in bitcoin. Fund assets rose by roughly 2%, confirming the emergence of local buying demand.
A renewed exchange of strikes between the U.S. and Iran is hanging over the market: risks to oil and shipping are fueling inflation expectations and restraining risk appetite. Even so, the Fear and Greed Index remains in greed territory at 69.
Bitcoin is still down around 2% over seven days. The daily rebound has yet to reverse the weekly decline, so it is too early to call a confirmed trend reversal.
WHAT TO WATCH
By the September 2 close, BTC’s seven-day return needs to move above zero. Sustaining the move will require ETF flows to remain positive.
All Indicators
| Event | Value | Change |
|---|---|---|
| US Dollar Index | 118.75 | — |
| US 10Y Treasury | 4.73% | — |
| US 2Y Treasury | 4.34% | — |
| US 10Y TIPS (Real Yield) | 2.42% | — |
| Fed Funds Rate | 3.63% | — |
| CPI (YoY) | 3.30% | — |
| Core CPI (YoY) | 2.47% | — |
| VIX | 14.43 | — |
| Yield Curve (10Y-2Y) | 0.39% | — |
| BTC Dominance | 59.19% | +0.05% |
| BTC Price | $78,704 | +0.17% |
| BTC Return 24h | 1.41% | +605.00% |
| BTC Return 7d | -2.03% | -915.00% |
| BTC Vol 30d (ann.) | 47.13% | +9.38% |
| Fear & Greed | 69 | +11.29% |
| Fed Balance Sheet | $6.73T | — |
| Treasury General Account | $950.74B | — |
| Reverse Repo | $6.73B | — |
| M2 Money Supply | $23.22T | — |
| Net Liquidity | $5,773.44B | — |
| BTC ETF Daily Flow | $216.70M | — |
| BTC ETF 7d Flow | $803.62M | — |
| BTC ETF AUM | $99.61B | — |
| S&P 500 | 7,686.14 | — |
| DeFi TVL | $87.90B | -0.57% |
| Stablecoin Market Cap | $305.20B | -0.16% |
| USDT Peg | $0.9998 | -0.01% |
| Fed Rate Cut Odds | 0.80% | — |
| BTC $100k Milestone | 0.10% | — |
| ETH ≥ $2,600 | 0.10% | -88.89% |
| Altseason Barometer | 22 | -12.00% |
| Crypto Market Cap | $2.66T | +0.14% |