Bitunix Market Update
Global macro analysis and crypto market insights for traders.
Long-Term Treasury Yields Stay Above 5% as Fed Rate Risks Shape Gold | Bitunix Market Update
U.S. long-term Treasury yields remain elevated as fiscal deficits, heavy debt issuance, and persistent inflation keep pressure on the long end of the curve. At the same time, Fed rate-hike expectations are shaping short-term yields and gold prices, creating a complex high-rate environment for global assets.
Bitunix Token Pulse Weekly Report: BTC Reclaims $80,000, ENA Surges 56%, Crypto Market Extends Rebound
The crypto market extended its rebound this week, with Bitcoin reclaiming the $80,000 mark and over 80% of tracked tokens posting gains. ENA surged 55.94% to top the gainers’ list for a second consecutive week, driven by USDe’s growth and the Ethena Foundation’s revenue buyback proposal. STX led all tokens with a 76.58% rally, bringing Bitcoin Layer 2 narratives back into focus. Among equities, crypto-linked stocks continued to strengthen, with MSTR rising over 22%. Looking ahead, the U.S. August unemployment rate will serve as a key macro catalyst shaping market expectations for Federal Reserve rate cuts.
Jackson Hole Tests Fed Policy Credibility as Inflation and Treasury Risks Persist | Bitunix Market Update
Sticky inflation, elevated Treasury yields, and unresolved energy risks are putting Federal Reserve policy credibility under renewed scrutiny. Warsh's Jackson Hole speech could provide important signals on the Fed's inflation framework, the term premium, and financial conditions, with potential implications for global risk assets and Bitcoin liquidity.
Sticky PCE Inflation and BoJ Rate Hike Risks Keep Global Liquidity Under Pressure | Bitunix Market Update
U.S. PCE inflation remained elevated despite cooling consumer demand, keeping pressure on Federal Reserve policy expectations. At the same time, rising U.S. fiscal needs and a more hawkish Bank of Japan stance are adding pressure to global bond markets, with long-term yields remaining a key factor for crypto liquidity conditions.
Bitunix Token Pulse Weekly Report: BTC and ETH Lead Broad Crypto Market Rally, BOME Surges 54% to Become Best-Performing Token
During this statistical period (August 15–21, 2026), the crypto market experienced a broad-based rebound, fueled by President Trump's reaffirmed support for the crypto industry and the U.S. Treasury's expansion of long-term bond buybacks. The median gain among the Top 300 tokens tracked by Bitunix reached 9.76%, with BTC surging 17.72% to approach $75,000 and ETH jumping 25.81%. Solana meme coin BOME emerged as the top performer with a 54% surge driven by strong capital inflows, while some meme coins lacking active narratives bucked the trend and declined. Crypto-related stocks rallied in sympathy, with MSTR gaining over 15%. Looking ahead, the market's focus will shift to the U.S. July Core PCE Price Index next week, a potential key catalyst for the next directional move.
Sticky Inflation and Global Rate Pressures Challenge Crypto Liquidity Outlook | Bitunix Market Update
Global markets are facing renewed pressure as sticky inflation, elevated Treasury yields, and rising expectations for further rate hikes in Japan limit the room for monetary easing. With the Fed monitoring persistent inflation risks, Bitcoin and other high-volatility assets remain sensitive to changes in global funding costs.
Treasury Buybacks Fail to Ease Yield Pressure as Fiscal Risks Challenge Global Liquidity | Bitunix Market Update
Long-term U.S. Treasury yields remain elevated as fiscal deficits, inflation risks, and global capital competition limit the impact of Treasury buybacks. Markets are increasingly focused on whether rising term premiums represent a structural shift, with implications for the dollar, risk assets, and Bitcoin liquidity conditions.
Treasuries, Yen Strength and Trade Risks Challenge Global Liquidity Conditions | Bitunix Market Update
U.S. Treasury yields, yen appreciation risks, and renewed trade tensions are creating a more complex global market environment. While the Federal Reserve remains focused on inflation rather than Treasury market support, investors are watching whether rising capital costs and shifting fund flows could pressure risk assets.
Treasury Buybacks Support BTC Rally as Fed Inflation Concerns Keep Markets on Edge | Bitunix Market Update
U.S. Treasury buybacks have provided temporary support for long-term bonds, while Federal Reserve officials remain focused on inflation risks. A weaker dollar, renewed ETF inflows, and lower yields have helped Bitcoin rally nearly 20%, but long-term fiscal pressures remain a key market risk.
Bitunix Blue-Chip Asset Biweekly Report: Trump Backs the Crypto Industry, BTC Reclaims $70,000
On August 19, 2026, U.S. President Donald Trump attended a White House meeting with top cryptocurrency industry executives, where he reaffirmed his strong support for crypto development and outlined key policy initiatives including "Project Crypto," the establishment of a U.S. Strategic Bitcoin Reserve, and the acceleration of stablecoin regulation. The policy signals triggered a sharp resurgence in market risk appetite, with BTC briefly surging above $71,800, ETH posting a near-20% gain in 24 hours, and HYPE leading major crypto assets with a 23% rally. This biweekly report provides a multi-dimensional analysis of BTC, ETH, and HYPE, covering spot market performance, spot ETF capital flows, treasury company positioning, and on-chain spot and derivatives trading data. While spot ETFs recorded consecutive net inflows, the overall scale remains relatively modest, suggesting that this rally was primarily driven by market sentiment and on-chain long-side capital, with long positions dominating across all three assets in the derivatives market. Looking ahead, continued improvements in U.S. crypto regulatory policy will provide medium-to-long-term support for the market; however, in the short term, attention should be paid to whether ETF inflows accelerate further and whether highly leveraged long positions introduce profit-taking pressure.
U.S. Debt Surpasses $40 Trillion as Dollar Weakens and Bitcoin Rebounds | Bitunix Market Update
U.S. federal debt surpassing $40 trillion has intensified concerns over fiscal sustainability, Treasury supply, and long-term yields. Treasury buyback measures eased bond market pressure in the short term, driving a weaker dollar while Bitcoin and gold rallied as investors reassessed global liquidity conditions.
U.S. Fiscal Deficits Push Treasury Yields Higher and Test Crypto Liquidity | Bitunix Market Update
Rising U.S. Treasury yields are increasingly driven by fiscal deficits, inflation risks, and higher term premiums rather than only Federal Reserve policy expectations. As long-term borrowing costs climb, Bitcoin and other high-volatility assets face renewed pressure from tighter liquidity conditions and higher opportunity costs.