PrimeXBT Analysis: Can Bitcoin Sustain Momentum Amid Rising Bond Yields?

Following the failure of the CLARITY Act and a Federal Reserve rate hike in mid-September, Bitcoin recovered from a dip below $75,000 to exceed $87,000. However, a significant surge in US Treasury yields—with the 10-year yield hitting its highest level since 2007—has slowed Bitcoin's momentum. While the market had largely priced in the rate hike, the ongoing bond selloff presents a different challenge, as rising yields compete with non-yielding assets. Despite this, spot Bitcoin ETFs recorded their strongest weekly inflows since October 2025, though daily buying volume has trended downward as yields climbed.