It wasn’t a runaway train yesterday, but the market acted great heading into October, as only one sector was down on the day.

It was fascinating to see how even the gains were, as Technology (XLK) paved the way, but the new darling – Financials (XLF) - enjoyed the best outing.

Bitcoin Moves the Stock Market

Yesterday, I had the pleasure of interviewing Eric Trump about the company he co-founded with Donald Trump Jr., American Bitcoin.

He was sharp and on point about the role of Bitcoin (BTC) and Stablecoins, and as the interview proceeded, Bitcoin took off.

Bitcoin  & Fintech

Bitcoin and fintech players made powerful moves higher yesterday.

I see the lack of movement in names above their 200-day and 50-day moving averages, which suggests the rally can move higher.

For now, investors feel more comfortable with large-caps.

It's rare for the market to top out in September, which means that early momentum often carries into October.

Today’s Session

It looks like more consolidation this morning, but we’ll exit September with bias to the upside.