Bitcoin Faces Treasury Yield Pressure as Riot's $9B Anthropic Deal Signals Mining Pivot

Welcome to Stock Market Today — your market briefing with actionable insights on stocks, bonds, crypto, and the events moving markets. Let's get into it. Bitcoin holding sixty-four thousand three hundred dollars but facing pressure from U S Treasuries. The thirty-year yield just hit its highest level since 2007. Fidelity's global macro team draws parallels to periods when rising Treasury yields forced risk assets to justify valuations through earnings or cash flows. Bitcoin has neither. Safe assets offering four point seven percent on the ten-year are suddenly competitive. The institutional pivot is underway. Riot Platforms just locked in a nine billion dollar, twenty-year compute deal with A I firm Anthropic, supplying one hundred ninety-one megawatts from its Texas facility. Riot stock surged over twenty percent in pre-market. Marathon is buying power plants for A I. The miners that gave crypto institutional cover are redirecting capital to A I revenue streams, removing liquidity as bitcoin returns to its retail roots. Critical data Wednesday: C P I inflation print will determine Fed rate path and either validate or crush the Treasury bid. If inflation runs hot, yields climb further and bitcoin faces accelerated pressure. Geopolitical risk remains elevated—Trump demanded fifty years of compensation from Iran, killing resolution hopes and pushing Brent crude above eighty-seven dollars. On-chain signals show bifurcation. Whale wallets holding at least ten thousand B T C hit ninety addresses, a six-month high. Strong hands accumulated roughly one point five billion dollars in bitcoin since late July while retail wallets shrink. This concentration historically precedes major moves—analysts favor upside break above seventy thousand over downside through sixty thousand. Regulatory front: S E C schedules August fourteenth meeting to propose Regulation Crypto. Meanwhile, Grayscale withdrew E T F filings for Cardano, Polkadot, and Hedera—all three tokens down over seventy percent since filing. Institutional appetite for altcoin exposure is dead. Wednesday's C P I determines the next leg. Watch the ten-year yield and crude oil for confirmation. That wraps your market intel — trade smart out there. For deeper insights and real-time analysis, visit capitalcopilot dot i o.