Yesterday at UNGA, the conversation went beyond speeches.
On September 23, countries gathered for a high-level meeting marking 40 years of the UN’s Declaration on the Right to Development. The idea is simple: development shouldn't just mean a bigger economy. People should have a real chance to participate in development and benefit from it. (United Nations)
But here's the part I found interesting.
The UN says progress has been made over the past 40 years, including major reductions in extreme poverty, but many countries still face structural barriers and a large funding gap.
So the real conversation isn't just “Are countries developing?”
It's who is actually benefiting from that development?
One of the main discussions at UNGA today is sea-level rise.
The UN is bringing countries and other stakeholders together to talk about how to respond, where the money should come from, and how vulnerable countries, especially small islands and coastal nations, can be supported.
But here's the part many people don't see.
UNGA isn't just about leaders making speeches. Behind those speeches, countries are negotiating, building alliances and trying to get other governments to support their positions.
Even the wording of an agreement can matter.
Because when everyone goes home, those agreements can become a reference point for future funding, policies and international cooperation.
That's the side of UNGA worth paying attention to.
Bond yields just became a bigger problem for risk assets.
The U.S. 10-year Treasury yield jumped to 5.13% yesterday, its highest level since 2007, while the 2-year yield also climbed sharply. CoinDesk reported that October rate-hike expectations jumped as the bond selloff accelerated.
That matters because crypto has been running into this move in yields, not away from it.
BTC was near $87K earlier in the session. Then the bond market started moving and crypto followed lower.
Here's the catch: oil, inflation and Fed expectations are still tied together.
I'm watching yields closely now. If they keep climbing, BTC has another headwind to deal with.
The altcoin pullback is looking broader this morning.
BTC is down about 2.5%, but ETH, BNB and SOL are also down roughly 2–3%. ZEC has taken a bigger hit, down more than 6% after being one of yesterday's strongest major coins.
That's the part I find interesting.
Yesterday's rotation into names like ZEC and BCH didn't last cleanly. Bitcoin weakness is now spilling into the larger alts too.
So I'm not reading this as an altseason story yet.
The market needs to show that alts can hold their gains even when BTC cools off. Right now, they're not proving that.
BTC is back around $84K after that $87K rejection.
Yesterday got ugly fast. Bitcoin pushed toward $87K, then slipped below $84K and closed around $84.4K. This morning, it's still hovering in that same area.
That's a pretty clear change from Monday's move.
I'm less interested in the drop itself and more interested in what BTC does around $84K. If buyers keep defending it, the market may simply be digesting the recent run. If that level gives way, the next reaction becomes much more important.
Just saw this in Binance Research, AI projects grabbed 80% of all Q1 2026 VC funding. That’s about $242B. Crazier part? For every $1 VCs put into crypto, 40 cents went to teams building AI too. Crypto is quietly becoming the thing AI runs on.
Which AI x Crypto narrative actually wins this cycle? $NEWT $VIRTUAL $ONDO
$BTC For the past 3 years we've heard of a Historic Bull Run that is about to shake the crypto market. So many Mentors tweeted and encouraged their community members to tighten their seat belt for the long ride to generational Wealth. Analysts didn't stop to analyse the massive pump. This boosted our confidence to invest in the market with all enthusiasm, but in the end we got the shock of our lives - A bear market!
Earlier this year more tweets were making headlines about another bull run. some said march, others April but looks where we are today...
I just read another tweet this morning and the analyst is predicting a Bull Run in 2029. I am not against his analysis but the question is
1. Does one need the Bull Run to build Generational wealth or make his/her first 6 figures? 2. Bull Run is so overemphasized and Overhyped, What's the main purpose of a Bull Run?
A few lawmakers, with help from the Bitcoin Policy Institute, suggested the idea of putting a bit of Taiwan’s $602 billion reserves into BTC. The thinking is pretty straightforward - if there’s geopolitical trouble or the U.S. dollar drops, Bitcoin could act as a backup plan. For now though, it’s just a proposal on the table. No decision made yet.
Information like this is an indication to stay Bullish📈 #BTC $BTC