Crypto

Bitcoin closed near $84,449 (CoinGecko, Sept 27 close), hitting an eight-month high above $86,500 on Monday.

BTC ETFs turned positive for 2026 after $2.8B in inflows (Sep 18 – Sep 25) erased a $5.8B YTD deficit. Net inflows are now +800M for the year.

BitMEX permanently shut down on Sept 23 after twelve years. The exchange that invented crypto perpetual futures closed its books.

Bitcoin never closed below the Realized Price in this bear market. The share of coins in profit fell as far as in 2022, but NUPL stayed positive.

Price sits just above a large block of long-term holder supply at $84K-$85K. The next major on-chain resistance is the mean MVRV price at $96.7K.

Options positioning built up in one day: dealer hedging could speed up moves between spot and $92K and slow them near $95K.

Profit taking is a fraction of what it was at the 2024-2025 tops, even though almost all short-term holders are in profit.

ETF buying is picking up, and spot volume has more than doubled from its August low, this time with price rising and spread across many exchanges.

Altcoins are rising broadly, but traders have added very little leverage.

Bitcoin closed at $81,169 (CoinGecko, Sep 20 close), up nearly 5.7% w/w after both twin catalysts landed.

CLARITY Act failed cloture 49-50 on Sep 15. Four Republicans defected. Effectively dead for 2026.

Fed hiked 25bp to 3.75-4.00% on Sep 16 in a unanimous 12-0 vote. First hike since July 2023. Dot plot shows 16 of 18 expect another hike this year.

Bitcoin closed near $76,819 (CoinGecko, Sep 13 close), down 4.4% w/w after touching $76.5K midweek.

August CPI ran core 0.1pp hot: 0.3% MoM vs 0.2% expected. Headline 0.4% MoM, 3.4% YoY (in line).

September Fed hike odds jumped to over 86% on CME FedWatch.

Bitcoin climbed back to $80,350 (BTC close per Coinglass), after touching $76K midweek. All four majors closed green (as of Sunday, Sep 6).

21 major banks committed to a joint USD stablecoin on Sept 1, including BofA, Citi, Goldman, Deutsche, UBS, and Wells Fargo. Target: H1 2027.

August NFP blowout: 162K jobs vs 56K expected (Reuters). Unemployment 4.1%. Sept Fed hike odds jumped to nearly 59%.

Bitcoin reversed from $80,258 midweek (Aug 27), closing the week near $77K to $78K, per Coinglass, after Warsh’s hawkish Jackson Hole speech elevated September rate-hike odds.

Spot BTC ETFs snapped a nine-day $3.04B streak (Aug 17-27) with a $201.81M outflow on Aug 28; ETH inflow streak extended to ten days, bringing in roughly $1.52B.

SEC sent modernized crypto custody rules to the White House OMB, advancing clarity outside the stalled CLARITY Act.