🔍 Catrix Daily | May 9, 2026

🤖 AI Forecast
BTC: Slightly Bullish 📈 | ETH: Slightly Bullish 📈

Real yields hit 92nd percentile — bonds paying more is headwind for crypto. But dry powder still piling up.

💡 Today's Focus: Macro Liquidity
Is the global money tap on or off? Two signals matter: Real Yield (what bonds pay after inflation — high yields make non-yielding crypto less attractive) and Stablecoin Supply (USDT/USDC dry powder waiting to deploy).

→ BTC: Real Yield 26w pct: 92% + Stablecoin Δ30d: +11.2% — bond yields pressuring crypto, but stablecoin war chests keep growing. Tug of war between TradFi pull and crypto-internal liquidity.
→ ETH: Same macro headwind, same stablecoin tailwind. But ETH at MVRV 0.99 — already at cost basis. When tension breaks, undervalued assets tend to move first. Coiled spring.

Full analysis on our AI report 👇
insight.catrix.xyz