Daily Market Scan — 2026-09-01

MILD RISK-ON (+1/8)

Narrative Summary

Regime read: **MILD RISK-ON** (score +1/8). DXY is strengthening (+0.26%), a headwind for long crypto scalps. VIX at 15.0 is calm — normal spread/liquidity conditions expected. NQ futures are up 0.11% — supportive of risk-on crypto flow during the US/London overlap. Note: BTC/NQ correlation is currently low — the TradFi read above should carry less weight than usual today. BTC dominance is 59.2% (-0.27pp vs yesterday). USDT dominance is falling (-0.05pp) — dry powder is deploying, tailwind for longs. CVD/price divergence detected on BTCUSDT over the last 24h — watch for a stop run or reversal before chasing the current move. 3 risk flag(s) raised — see below before sizing up.

Regime Score

SignalScore
DXY+0
VIX+1
NQ+0
USDT.D+0

Flags

TradFi

InstrumentLast% Chg
DXY99.42+0.26%
VIX14.97+3.17%
NQ29524.75+0.11%
ES7702.50-0.25%

BTC/NQ 20d rolling correlation: 0.02

Crypto Anchors

BTC Dominance59.21023371429439
USDT Dominance6.845476777257102
DVOL37.13

Derivatives Positioning

SymbolLast24h %Funding (8h)OIOI Trend
BTCUSDT78888.90+0.07%0.0069%53100+7.3%
ETHUSDT2481.20-0.78%0.0052%741043-5.9%

CVD Approximation (BTCUSDT)

Cumulative taker delta-2,598
Price change+0.42%
DivergenceYES