2026-09-13 Crypto Market Read — Bengal
Regime at a glance
| Area | Regime | Bull | Bear | Trend |
|---|---|---|---|---|
| Crypto | neutral | 26.3% | 25.1% | improving |
| Korea | neutral | 21.0% | 15.4% | stable |
| US | neutral | 5.2% | 37.2% | deteriorating |
| Volatility | sideways_bullish | 75.0% | 0.0% | stable |
| Bonds | extreme_bullish | 50.0% | 50.0% | stable |
| Credit | extreme_bearish | 0.0% | 100.0% | stable |
| FX | bearish | 12.5% | 62.5% | stable |
| Liquidity | extreme_bearish | 0.0% | 75.0% | stable |
| Commodities | bearish | 20.0% | 40.0% | stable |
| Inflation | bearish | 25.0% | 50.0% | stable |
Sectors/baskets — strong: layer1 · weak: — · dominance: btc_dominant
This week’s calendar
- 🔴 09-17 03:00 KST — FOMC Meeting
Public calendar sources (BLS, Fed, exchanges via yfinance) — schedule, not a signal.
Observation notes: most frequent regime shift in this market so far: extreme_bearish → neutral (13 times observed) · macro cross-correlation watch: forex leads vix by 1d (ρ=+0.27) — only 2 of 210 tested pairs are significant (no multiple-comparison correction); weak, observational only
Desk panel
- Macro: Volatility remains in a stable, bullish range, while credit and liquidity exhibit pronounced bearish readings. :macro:
- Bonds: Bond indicators show a balanced distribution between bullish and bearish sentiment, with the trend remaining stable. :bonds:
- FX: Foreign exchange sentiment leans bearish, with a notable majority favoring the downside direction. :fx:
- Commodities: Commodity indicators point toward a bearish regime, with bullish sentiment registering at a relatively low level. :commodities:
- Inflation: Inflation readings suggest a bearish leaning, though a portion of the sentiment remains bullish. :inflation:
- Crypto: The cryptocurrency space is reading as neutral, with the trend showing signs of improvement. :crypto:
- Korea: The Korean market sentiment is neutral, maintaining a stable trend profile. :korea:
- US: The US market sentiment is neutral, but the underlying trend is noted as deteriorating. :us:
Cross-market & !QAZ’s verdict
!QAZ(Chair): The macro picture presents a divergence, with stable volatility contrasting sharply against bearish readings in credit and liquidity. While the US market shows signs of deterioration, the crypto space is improving, suggesting underlying shifts across asset classes. The overall tape appears to be navigating conflicting signals between macro weakness and localized strength. 
Related
- Latest weekly track record: 2026-09-07
- All-time track record: /track-record/all-time/
As of 2026-09-13 (KST).
Disclaimer: OneQAZ figures are paper-trading research, not investment advice. Past simulated performance does not predict future real-money results.
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