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📊 Mixin Daily Market Watch

📊 CPI Due Today as Markets Await a Fresh Inflation Signal
The US September CPI report will be released today at 12:30 UTC. Markets expect headline inflation of around 3.6% year over year and a 0.2% monthly increase in core CPI. A key question is whether higher energy prices are spreading into other goods and services.

If energy lifts headline inflation while core inflation remains moderate, the market response could be mixed. A stronger-than-expected core reading, however, could reinforce expectations for further rate hikes and pressure risk assets.

Beyond the numbers, watch how the dollar, Treasury yields, and BTC respond. The initial move after the release may not determine the direction that follows.

đź’° ETF Inflows Return, but Full Results Are Still Pending
For October 13, reported US spot BTC ETF flows show approximately $109.8 million in net inflows, including $103.1 million into Fidelity’s FBTC. Reported ETH ETF flows show approximately $24.8 million in net inflows. BlackRock’s relevant funds have yet to report, so these are not complete daily totals.

The return of buying in some funds is encouraging after recent outflows, but sustained demand still needs confirmation.

Ahead of CPI, one day of inflows is not enough to establish a trend. A recovery would have firmer support if improving sentiment after the release is accompanied by continued ETF inflows.

BTC is currently trading around $83,600, ETH near $2,500, and SOL around $107.50. BTC dominance stands at approximately 59.8%, slightly higher than in yesterday’s market watch.

BTC has remained relatively stable, while ETH and several major altcoins have yet to show the same strength. The market still lacks momentum for a broad recovery.

Watch whether BTC can hold steady after the data release and whether ETH and other major assets attract stronger buying. If the rebound remains concentrated in BTC, the recovery elsewhere may remain limited.

🏦 Bank Earnings Fail to Lift Stocks Despite Some Profit Beats
US stocks closed slightly lower yesterday, with the S&P 500 down approximately 0.02%, the Nasdaq down 0.15%, and the Dow down 0.35%. Citigroup and Goldman Sachs shares fell despite beating profit estimates, while the US semiconductor index declined for a fifth consecutive session.

Investors are looking beyond quarterly profits to future earnings, financing costs, and industry competition. Strong headline results still need a convincing outlook to attract sustained buying.

For crypto, equities have yet to provide a clear boost to sentiment. Whether both markets improve after today’s inflation release will be worth watching.

🌍 Asian Tech Stocks Rebound, but High Oil Prices Limit Relief
During early Asian trading today, South Korea’s KOSPI rose approximately 1.8%, with some chip stocks recovering from yesterday’s losses. However, Brent crude remained near $106.60 per barrel, while WTI traded around $95, as energy supply concerns continued to weigh on markets.

Selling pressure in tech has eased, but elevated oil prices keep inflation risks in focus. Whether sentiment can continue to improve will also depend on energy prices and today’s data.

Today’s CPI covers September prices. The impact of more recent oil moves on subsequent months will still need monitoring. Even a moderate CPI reading would leave energy supply risks relevant to the outlook.

🔍 What to Watch Next
âś… US CPI and core CPI today at 12:30 UTC
âś… The dollar and Treasury yields after the release
âś… Whether BTC stabilizes and ETH and major altcoins recover alongside it
âś… Complete ETF flow results and whether inflows continue
âś… Whether the Asian tech rebound holds
âś… Middle East developments and oil prices

⚠️ Risk Watch
Some inflows and signs of improving sentiment have appeared, but their staying power remains uncertain. Inflation pressure from high oil prices has also yet to ease.

Prices could move sharply around today’s CPI release. Alongside the headline data, watch subsequent trading volume and fund flows. Keep position sizes and leverage measured, and avoid chasing the initial swing.

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