BTC NFP Neutral

2026-01-09 Nonfarm Payrolls: BTC Historical Win Rate

Historical probability profile for BTC around NFP events (T+1/T+7).

Event Snapshot

Event: NFP

Event date: 2026-01-09

As-of (T-1): 2026-03-12

Freshness age: 62 days

Freshness status: Stale Data

Sample size: 35

Event Outcome

Direction: UP

Actual: 158558

Previous: 158432

Delta: 126.0000

All-history

P(up): 28.57%

P(down): 71.43%

T+1 median: -0.39%

T+7 P(up): 60%

T+7 median: 1.02%

Same-direction

T+1 P(up): 30.77%

T+1 P(down): 69.23%

T+7 P(up): 61.54%

T+7 P(down): 38.46%

Matched sample: 26

Action Lens (Educational)

Historical odds are mixed, so position sizing and risk controls matter most.

Open BTC NFP Playbook Approved playbook available for direct execution checklist.

Related Events

BTC Price (Event Window)

Candlestick · Historical
Historical Event Window (T-3 to T+7), not live market data

Event Snapshot

  • Event: NFP
  • Asset: BTC
  • Event date: 2026-01-09
  • As-of date (T-1): 2026-03-12
  • Freshness age: 62 days
  • Sample size (all-history): 35

Event Outcome

  • NFP Outcome: UP (Actual 158558.0, Previous 158432.0, Delta +126.0000)
  • Direction basis: vs_previous

Probability Table (All-history)

WindowP(up)P(down)Median returnMean returnSample
T+128.57%71.43%-0.39%-0.29%35
T+760.0%40.0%1.02%1.66%35

Probability Table (Same-direction)

WindowP(up)P(down)Median returnMean returnSample
T+130.77%69.23%-0.33%-0.16%26
T+761.54%38.46%1.28%1.85%26

Event Outcome Interpretation

Execution quality here comes from context discipline rather than reacting to the first candle. BTC around NFP is best framed through how the release landed higher than the previous release. The current observation shows actual value 158558.0000 versus previous 158432.0000, a delta of +126.0000. Across the full history, BTC has a T+7 up probability of 60.00% versus 40.00% down, with a median return of 1.02%. When only matching the same event direction, the T+7 up probability shifts to 61.54% across 26 comparable releases, with a same-direction median of 1.28%. The current release therefore reads as constructive and above baseline, but not as a full regime break. The standing hub thesis for this asset-event pair is: BTC often responds to payroll surprises through USD liquidity expectations rather than labor data itself. The first reaction is usually a rates-and-dollar impulse, while directional follow-through depends on whether the…

Distribution Position

This window is above baseline and reads as constructive, positive but not extreme. The current T+7 move of 5.54% carries a z-score of 0.73 and a percentile rank of 77.14, placing the release in the upper quartile of observed windows. That keeps the interpretation on the stronger side of normal without pushing it into tail language. The right read is that the event behaved better than usual, but not so far beyond baseline that it should be mistaken for a structural break.

Comparison vs Hub Baseline

This comparison is above baseline, but it remains constructive rather than extreme. The baseline comparison is what turns the page from observation into a repeatable checklist. The hub baseline median T+7 return is 1.02% and the current gap is +4.52%. Same-direction probability is +1.54% versus all-history, and the same-direction median differs by +0.26%. That is enough to mark the page as positively skewed, while still requiring cross-asset confirmation before upgrading conviction. The current regime context also matters: Post-ETF positioning has reduced immediate panic selling on routine NFP beats, but reaction speed has increased because macro desks and crypto venues now arbitrage the rates signal faster. This shortens the useful decis…

Failure Modes

The failure mode here is over-promoting a constructive setup into a false regime break. The main failure mode is skipping confirmation steps because the headline feels obvious. A sharp DXY spike can override crypto-specific momentum in the first hour, even when crypto order flow initially looks constructive. Revisions, wages, and unemployment-rate cross-signals can also flip the headline interpretation and invalidate the first impulse. Moderate upside events often fail when secondary markets stop confirming, so the biggest mistake is ignoring the difference between above-baseline behavior and true tail behavior.

Execution Relevance

Treat this page as an execution checklist input, not a buy or sell signal. The correct stance is to treat this as constructive but not extreme. The checklist is still Track DXY and US2Y move in the first 15 minutes.; Avoid full-size entries before volatility normalizes.; Use stop placement outside event candle extremes., and confirmation is still required before acting on the signal. Above-baseline pages deserve attention, but they do not eliminate the need for discipline.

Methodology

This page aggregates historical windows for the same event type (NFP) and deduplicates by event date. It reports both all-history probabilities and same-direction probabilities based on event outcome direction (vs previous) for educational use only.

Trust & Methodology

  • Educational content only. This is not investment advice.
  • Data sources: FRED (event calendar/outcomes) and yfinance (historical price windows).
  • Methodology: all-history and same-direction event windows (T+1/T+7 probability, median, mean, sample size).
  • Data last updated at: 2026-03-13T09:46:21+00:00