Why it’s bouncing
September closed green. $BTC +7%, best September in years. Q3 was the real move: BTC +40%+, ETH +70%.
ETF streak broke into month-end. Sep 30: BTC funds −$149M, ETH −$60M, SOL −$11M. Monday inflows cooled ~80% but stayed green on some desks.
Fear & Greed 72. Mcap ~$2.9–3.0T.
$SOL: Open USD live, $1B liquidity committed.
$ETH: MetaMask incident forced staking exits. No funds lost.
Macro: Friday jobs. Yields still heavy.
Jobs print is the catalyst. Closes, not the open.
