Glassnode notes the US 10-year yield has climbed back toward 4.8%, erasing the entire effect of the buyback announcement that drove August's breakout in under two weeks, and Bitcoin stalled beneath long-term supply at the same time. Bitfinex flags the 2.5% area on the 10-year real yield as the threshold that matters, sustained above rather than merely touched. Support is holding around $75,000 to $76,500 where Glassnode sees heavier profitable supply, with resistance stacked from $81,000 to $86,000.