Bitcoin stays near $84,000 after sharp fall; what is driving the market now

IN · 2026-09-25

1. Step 1 · The triggerUS bond yields rise, increasing the discount rate for speculative assets like Bitcoin
2. Step 2 · Knock-onBitcoin price falls sharply as leveraged positions unwind and derivatives volatility spikes
3. Step 3 · Knock-onIndian crypto exchanges see lower trading volumes and fee revenue as retail and institutional activity slows
4. Step 4 · Reaches youIndian SMEs using crypto for payments or settlements face wider spreads and higher transaction costs, impacting cash flow

The trigger is reported by the source below. The steps that follow are Branch²’s traced reasoning — how the shock could reach a business like yours, not a prediction.

Source: CNBC TV18 (Markets)

This is automated analysis for information only. It is not investment advice, not a recommendation, and not a solicitation to buy or sell any security. Branch² is not authorised or regulated. Do your own research.