Daily Pulse · · 11:40 CET · 6 min read · crypto · IBIT

Daily Pulse cover — gold spheres and polyhedra over crystal blocks beneath a rising line: the hard-asset trade and the rotation inside it

Bitcoin and Gold — The Has-Been Breaks Out, the Darling Rolls Over

In this edition

neutral Temperature 50/100

Money Temperature composite 50 on Friday's closes — mixed and transitional, and by its own construction not a signal. Absorption flagged insufficient data.

Index moves

Index1D1W
Rubin 100 +2.64% -0.40%
HALO 100 -0.69% -1.46%
Euro-AI 50 +0.89% -0.23%
AW40 -1.54% +0.01%
Agentic Ecosystem -0.75% +6.57%

Pattern alerts

  • IBIT bitcoin-83670-through-78000-shelf-and-82139-weekly-close-line-into-the-83-84k-band BULLISH
  • MSTR friday-plus-16.4-to-153.92-retook-200d-137.04 BULLISH
  • COIN friday-plus-11.7-to-194.25-retook-200d-189.22 BULLISH
  • GLD failed-breakout-364.96-july-low-to-428.07-aug-25-no-higher-high-under-200d-416.22 BEARISH
  • SLV minus-15.7-ytd-and-43.2-under-jan-28-high-105.60 BEARISH

Bitcoin traded at 83,670 this morning, up 4.3% on the day and through two levels this diary has had written down since May. Gold, the hedge everyone wanted in January, is 19% below its record and has just failed a breakout. Nine months ago the consensus on these two assets pointed in opposite directions. Both consensus views have now been wrong in the same direction.

The print

At 09:00 UTC bitcoin was 83,670, up 4.29% from Sunday's 81,162. Ether was 2,692, up 4.6%; solana 115, up 6.5%. The move began on expiry Friday in New York and has run through a weekend in which nothing obvious happened — no central bank, no approval, no fund launch. The week's macro news, such as it is, is that the Federal Reserve hiked on Wednesday, the 10-year is back at 5.00% this morning, and the dollar index is 100.34. None of that is a textbook bitcoin tailwind.

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