Today’s market buzz

After the Fed resumed rate hikes in Sep, expectations for further tightening grew. Media citing CME data said pricing for another Oct hike reached ~70%. Philly Fed President Paulson said inflation had not improved enough and another hike may be needed. BTC still topped $87K this week before pulling back. US spot BTC ETFs saw ~$999M in net inflows on Sep 21, a 2026 high, while corporate treasuries including Strategy kept buying. Focus is on BTC's rate sensitivity and whether inflows can persist.