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Bitcoin Is Holding $78K. But Global Markets Are Starting To Crack. One thing on my radar right now is how Bitcoin is holding up while pressure is building across traditional markets. $BTC is trading around $78K after recovering from the recent move toward $77K. But the environment around it is becoming more difficult. U.S. 10-year Treasury yields have climbed to 4.78%, their highest level since early 2025. Brent crude is back above $91 as geopolitical tensions push energy prices higher. And markets are increasingly pricing further interest-rate hikes. My radar: 🟠 $BTC — holding the $77K area 🔵 $ETH — watching relative strength 🟣 $SOL — sensitive to liquidity 🟢 $XRP — watching market rotation The important part is that Bitcoin is not collapsing. Global bonds are under pressure. Oil is rising. Risk assets are facing tighter financial conditions. Yet Bitcoin is still holding near $78K. That relative strength is worth watching. The problem is that higher yields can make it harder for risk assets to sustain a major breakout. If borrowing costs continue rising, investors may become more selective with capital. That puts the $80K level in focus. A clean reclaim above $80K would show that buyers are absorbing the macro pressure. But losing $77K would tell a different story. Especially if yields and oil continue moving higher. There is also another catalyst coming this week. U.S. economic data, including the jobs report, could influence expectations around the Federal Reserve's next decision. That means the next major move may not come from a crypto-specific headline. It could come from macro. This is where $ETH, $SOL and $XRP become useful to watch. If major crypto assets continue holding up while Bitcoin consolidates, capital could simply be rotating. If the entire market starts weakening together, then the macro environment is probably becoming the dominant force. For now, I am watching the reaction around the key levels. $77K is support. $80K is resistance. #LaborMarketTestsWalsh #BTCGoldCorrelation #BroadcomDellAIResults