Bitcoin Consolidates at $78K, Oil Spikes on Hormuz Strikes, Bond Yields Hit Multi-Year Highs

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 consolidates near seventy-eight thousand dollars on September first after pulling back from last week's eighty-one thousand four hundred peak. Spot Bitcoin ETFs resume inflows with two hundred seventeen million Monday led by BlackRock's I B I T at two hundred six million. Ethereum ETFs extend their run to eleven consecutive inflow days adding eighty-eight million. Oil markets erupt following reports of two tankers struck in the Strait of Hormuz—West Texas Intermediate jumps two point five percent to eighty-eight dollars, Brent crude climbs over two percent to ninety-two dollars. Global bond selloff accelerates with ten-year Treasury yields reaching four point seven six percent, highest since January twenty twenty-five. Thirty-year yields hit five point two seven percent. Treasury Secretary Bessent signals no immediate bond purchases despite announcing four billion dollar monthly buyback program starting September. Arbitrum token surges thirty percent as Robinhood Chain daily transaction revenue exceeds two million dollars. The protocol sends ten percent of net revenue back to Arbitrum ecosystem, potentially generating seventy-three million annually for A R B holders. DeFi tokens rally broadly: Curve DAO up fourteen percent, Uniswap gains eight percent. Strategy returns to Bitcoin accumulation after two-month pause, spending three hundred seventy million to acquire four thousand six hundred three BTC at eighty thousand three hundred eighteen average price—total holdings now exceed eight hundred forty-five thousand Bitcoin. London Stock Exchange partners with Kraken parent Payward to tokenize the one hundred largest LSE-listed companies enabling twenty-four seven trading. xStocks generated over forty billion in trading volume with two hundred thousand token holders. North Korean Lazarus Group wallets moved thirty million through Hyperliquid over three weeks, raising sanctions concerns as Trump administration pushes C F T C to bring the platform into regulated US markets. Equity futures point lower for third straight session—S&P five hundred futures down half a percent. Dell reports earnings Tuesday with analysts eyeing AI infrastructure exposure. That wraps your market intel — trade smart out there. For deeper insights and real-time analysis, visit capitalcopilot dot i o.