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Bitfinex Blog/

October 2026 Macro Catalyst Outlook

The October 2026 macro outlook highlights a conflict between rising real yields on low-risk assets and spot demand for Bitcoin, driven by US spot ETFs.

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Read the original report at Bitfinex Blog
Why It Matters

Bitcoin's price performance is currently competing against rising real returns on risk-free assets, with spot ETF inflows acting as the primary support mechanism.