Bitcoin během dne oslabil až o 2,4 % na 79 720 USD a poprvé za téměř měsíc se dostal pod hranici 80 000 USD v důsledku ústupu investorů od rizikových aktiv.
Bitcoin briefly slid below $80,000 for the first time in almost a month, swept up in a broader retreat from risk assets as an AI-led selloff on Wall Street undercut crypto’s attempt to rebuild a bullish tone.
The largest digital asset weakened as US stocks opened lower, with the Nasdaq 100 dropping as much as 1.8% after signs of slowing revenue growth at Anthropic deepened questions about the artificial-intelligence trade. Treasury yields fell as investors sought safety in bonds, while producer-price data and stronger-than-expected retail sales did little to shake expectations that the Federal Reserve will keep rates higher for longer.
Crypto is being pulled between those two forces: bullish sentiment among digital-asset analysts on one side, and a broader defensive turn across speculative markets on the other. Jeff Anderson, head of US at STS Digital, said the inflation data will “really hurt risk appetite” as markets enter the Fed blackout period with rate expectations “on a knife’s edge.”
The original digital asset slumped as much as 2.4% to $79,720, the least since Sept. 18. Bitcoin later pared the decline as stocks swung between gains and losses.
Traders are taking the dip as a warning sign of a broader directional downturn for Bitcoin, and are backing away from previous price targets of $100,000. On the crypto options platform Derive.xyz, the priced-in probability of Bitcoin climbing to $100,000 by Christmas fell by 2.8 percentage points to 9.7% over the past 24 hours, Derive.xyz founder Nick Forster said.
“This immediate pull-back from long-term upside bets alongside aggressive short-term hedging shows a dramatic regime shift, with institutional participants rapidly reassessing their macro risk exposure as the path for interest rates turns murky again,” Forster added.
Bitcoin retested $82,000, and the move cost leveraged short sellers $20 million in liquidations.
What happened at $82,000 A short is a bet that price will fall. Add leverage, and that bet is made with borrowed money that an exchange can pull the moment the trade moves against you.
When Bitcoin pushed back toward $82,000, some of those positions hit their liquidation thresholds. Exchanges closed them automatically, wiping out $20 million in short exposure.
Forced closures of shorts also mean forced buying. Each liquidated short has to be bought back, which can add a little fuel to the move that caused it in the first place.
Total liquidations across crypto derivatives markets topped $1 billion during some stretches of October 2026. CoinGlass data showed long positions making up roughly 80-90% of those totals.
Specific flushes included $771 million in liquidations, mostly from long trades. Separate events wiped out $120 million and $485 million at other points.
Why $82,000 keeps coming up Bitcoin has spent early to mid-October 2026 trading near $82,000. It has retested that level several times and slipped below it more than once.
Rising oil prices, fresh US inflation data, rising Treasury yields and moves in Asian equity markets have all weighed on risk appetite.
Spot Bitcoin ETFs in the US have also seen outflows totaling hundreds of millions of dollars in a single week.
Traders have been watching a support zone around $81,000 to $82,000. A second line sits lower, near $80,100.
Leverage is shrinking, but it has not left the building The heavy long liquidations earlier in the month forced a partial clean-out of the derivatives market. Bitcoin futures open interest dropped to around $52.7 billion afterward.
What this means for traders and investors The $20 million short squeeze tells you positioning had shifted. After weeks of punishing longs, enough traders had turned bearish that a bounce to $82,000 could catch some of them offside.
Still, the size of this squeeze is a reminder to keep expectations calibrated. A $20 million flush is a ripple compared to the $771 million long wipeout.
For anyone trading with leverage, the $81,000 to $82,000 zone remains the line to watch. A clean break below it could put the $80,100 level in play.
For longer-term holders, if US spot Bitcoin ETFs stop bleeding capital, that would remove one of the clearer sources of pressure this month.
Disclosure: This article was edited by Vivian Nguyen. For more information on how we create and review content, see our Editorial Policy.
Bitcoin has fallen 3.6% over the past 24 hours to around $81,500 as stronger-than-expected U.S. producer inflation has renewed concerns about another Federal Reserve interest rate increase.
Summary
U.S. producer prices rose 1.3% in September, the largest monthly increase since March 2022.
Annual wholesale inflation reached 6.3%, following Wednesday’s 3.7% consumer inflation reading.
Bitcoin traded near $81,500 after recording a 24-hour low of $80,443.
CME FedWatch pricing cited in the initial report put October rate hike odds at 34%.
The U.S. Bureau of Labor Statistics reported on Oct. 15 that September’s producer price index rose 1.3% from August, accelerating from the previous month’s revised 0.5% increase.
On an annual basis, the agency recorded a 6.3% rise in wholesale prices, the fastest increase since December 2022. The release followed Wednesday’s consumer inflation report, giving investors a second set of stronger price readings before the Fed’s October policy meeting.
Bitcoin retreats after failing to clear $84,000
According to the initial market report, Bitcoin traded around $81,500 following the PPI release, with its daily decline exceeding 3.6%. The report also placed Bitcoin below its 50-day moving average and recorded a 24-hour low of $80,443.
Before the inflation releases, crypto.news reported that Bitcoin had approached $83,900 during Asian trading on Oct. 14 before retreating toward $83,500, leaving a recovery above $84,000 incomplete.
In that coverage, analyst Ali Martinez identified $84,000 as a potential breakout level on the 4-hour chart. Martinez’s proposed route toward $93,000 depended on a confirmed close above resistance and continued upward price movement; it was a conditional target rather than a forecast that Bitcoin would reach that price.
The same report cited New York Fed President John Williams’ Oct. 13 remarks that another increase could be appropriate before the end of 2026, while economic conditions did not indicate a need for additional increases in 2027.
Energy prices drive September’s wholesale inflation increase
Within the September release, BLS attributed more than 80% of the increase in final-demand goods prices to energy, where prices jumped 10.8%. The agency recorded a 20.3% increase in gasoline prices, alongside increases in diesel, jet fuel, residential electricity and crude petroleum.
For final-demand goods overall, BLS reported a 2.6% monthly increase, the largest since the series began in December 2009. Food prices rose 1.2%, while goods excluding food and energy increased 0.3%, according to the release.
Across services, the agency recorded a 0.8% increase. BLS attributed nearly half of that advance to a 1.4% rise in trade-service margins, with transportation and warehousing services also becoming more expensive.
Using its measure excluding food, energy and trade services, BLS reported a 0.5% monthly increase and a 5% annual rise.
For comparison, July 15 coverage of Bitcoin’s rally after softer PPI described the opposite market reaction: Bitcoin reclaimed $65,000 after June producer inflation came in below expectations.
According to that report’s CME FedWatch snapshot, the probability of a July rate increase fell to 10.2%, down from roughly 16% after the preceding CPI release and above 30% a week earlier. The July report also recorded a 0.3% monthly decline in headline producer prices, while core PPI rose 0.2%, below the expected 0.3%.
October rate expectations remain divided after CPI and PPI
Following Wednesday’s CPI release, Reuters reported that annual consumer inflation reached 3.7%, while core inflation came in at 2.6%, exceeding the 2.5% forecast in its economist poll.
In the same report, PPHC chief economist Martin Beck said persistent inflation remained a concern, although weaker employment data and fragile consumer sentiment could allow the Fed to hold rates in October.
By Thursday, the initial report’s CME FedWatch snapshot assigned a 34% probability to a quarter-point October increase and a 66% probability to unchanged rates. Reuters separately reported roughly 30% odds, with the next policy meeting scheduled for Oct. 27–28.
Despite the inflation readings, Reuters recorded falling Treasury yields and a weaker dollar on Thursday. Its report also placed the Fed’s current benchmark range at 3.75%–4%, following September’s quarter-point increase.
U.S. Bitcoin ETF flows had slowed before the inflation releases
For U.S.-listed investment products, an Oct. 3 report documented slower Bitcoin ETF inflows during Sep. 28–Oct. 2, citing Farside Investors’ provisional figures.
According to the report, the funds attracted a provisional $82.9 million over that period, compared with $2.39 billion in the preceding week. BlackRock’s Friday entry was still pending when the figures were checked, so the reported weekly total was incomplete.
Across the individual sessions, Farside’s figures showed $31 million arriving on Monday and $66.2 million on Tuesday, followed by $148.7 million in Wednesday withdrawals. Thursday brought $102.7 million in inflows, while Friday’s reported intake stood at $31.7 million before the outstanding entry.
At the fund level, the report recorded $167.9 million in weekly withdrawals from Fidelity’s FBTC, $38.6 million from Bitwise’s BITB and $54.6 million from Grayscale’s GBTC. BlackRock’s IBIT attracted $292 million across Monday through Thursday, according to the same historical snapshot.
Americká spotová bitcoinová ETF zaznamenala 14. října čistý odliv 261,4 milionu USD, především kvůli odlivům ve výši 152,7 milionu USD z FBTC a 110,9 milionu USD z IBIT.
US spot Bitcoin ETFs posted $261.4 million in net outflows on October 14, according to daily tracking data from Farside Investors.
One fund broke from the pack. Bitwise’s BITB took in $2.2 million while the two largest products in the category bled cash.
Bitcoin’s funds weren’t the only ones hit. Spot Ethereum ETFs recorded $130 million in net outflows on the same day, so this was a broad retreat rather than a single-asset story.
Two heavyweights did most of the damage
Fidelity’s FBTC led the redemptions with $152.7 million heading out the door. BlackRock’s IBIT followed with $110.9 million in withdrawals.
Put those two together and you get $263.6 million. That is actually more than the net figure for the whole group.
The gap comes from BITB. Its $2.2 million inflow trimmed the combined FBTC and IBIT losses down to the $261.4 million total. The arithmetic suggests the rest of the field was roughly flat for the day.
Farside tracks net creations and redemptions across 12 US spot Bitcoin ETFs. On October 14, BITB was among the very few with a positive number.
October keeps changing its mind
The October 14 outflows land in a month that has swung hard in both directions.
On October 7, Bitcoin ETFs saw nearly $487 million pulled out, the standout withdrawal day of the month so far. Then on October 13, the same group of funds attracted $175.7 million in net inflows.
One day later, the money was leaving again.
That back-and-forth matters because ETF flows don’t stay on paper. When investors pour money in, the fund creates new shares and has to acquire Bitcoin to back them. When investors cash out, shares get redeemed, and that often means the fund sells some of its holdings.
So a day of $261.4 million in net redemptions can translate into actual selling pressure in the spot market.
A big pool with a choppy surface
US spot Bitcoin ETFs launched in January 2024 and quickly became a major on-ramp for institutional money.
Since launch, the products have gathered cumulative net inflows of more than $54 billion. Collectively, they hold assets worth approximately $100–107 billion as of mid-October.
Against that backdrop, a single $261.4 million outflow day is a modest dent. It represents well under 1% of total assets, even at the low end of that range.
Bitcoin itself has been trading in the low-to-mid $80,000 range during this stretch.
What this means for investors
The concentration of outflows in FBTC and IBIT is worth watching. These are the biggest funds by assets, so they naturally see the largest dollar moves in both directions. A heavy redemption day from them carries more weight for spot market supply than a similar percentage move in a smaller fund.
The Ethereum side deserves attention as well. A $130 million net outflow from spot Ether ETFs on the same day suggests the caution wasn’t confined to Bitcoin. When both major crypto ETF categories bleed simultaneously, it usually points to a broader risk-off mood rather than an asset-specific concern.
With more than $54 billion in cumulative net inflows since January 2024, the long-term structure of the Bitcoin ETF market looks intact. The short-term flows, however, show that even a $100 billion-plus asset base can move in noticeably different directions from one day to the next.
Disclosure: This article was edited by Vivian Nguyen. For more information on how we create and review content, see our Editorial Policy.
Bitcoin čelí riziku další vlny likvidací, pokud index spotřebitelských cen (CPI) v USA ukáže vyšší než očekávanou inflaci. Po likvidacích v hodnotě 811 milionů USD zůstává objem otevřených pozic na úrovni 140,9 miliardy USD.
Bitcoin has remained exposed to another inflation-driven selloff, analysts have warned, after an $811 million crypto liquidation wave left market-wide open interest down only about 2% at $140.9 billion in their pre-CPI assessment.
Summary
$140.9 billion in crypto open interest remained after the selloff, according to Bitget Research’s briefing. Nansen reported $175.7 million in Bitcoin ETF inflows on Oct. 13 after recent withdrawals. Bitget Wallet’s Lacie Zhang warned that sticky core inflation could challenge expectations for Fed policy. Zhang identified $81,000–$82,000 support and a sustained $84,500–$85,000 breakout as levels to watch. Ryan Lee, chief analyst at Bitget Research, warned in comments shared with crypto.news that the latest forced selling may have removed some vulnerable Bitcoin positions without fully clearing the leverage that could fuel another decline.
In the accompanying briefing, Bitget Research cited CoinGlass data showing $811 million in crypto liquidations during the 24 hours to Tuesday morning, with long positions accounting for most losses. The subsequent 24-hour total had eased to $140 million, while open interest remained at $140.9 billion.
“The latest liquidation wave has reduced leverage in Bitcoin, but it may not have fully reset market positioning.”
For Lee, elevated open interest after a selloff would suggest that substantial leveraged exposure remains ahead of the U.S. Consumer Price Index release. He warned that an inflation surprise could force another adjustment as traders reassess Treasury yields and Federal Reserve policy.
Bitcoin leverage could amplify an inflation surprise With the briefing placing the 10-year yield around 5.20%, Lee identified hotter-than-expected inflation as a possible trigger for another round of liquidations. His warning was conditional on the data and the amount of leverage still in place.
Lee also said the earlier liquidation wave may have cleared some of the positions most exposed to falling prices, potentially limiting subsequent selling pressure.
On the other side of the release, he said softer inflation could produce a sharp rebound if traders rebuild risk exposure and short positions come under pressure. His assessment therefore leaves room for forced position closures to accelerate a move in either direction.
A similar two-way scenario appeared in Oct. 12 coverage of Bitcoin’s CPI price scenarios, when BTSE Chief Operating Officer Jeff Mei said unexpectedly strong inflation could push Bitcoin below $80,000. A softer reading, Mei said, could support a recovery toward $86,000 or higher.
Core inflation could challenge expectations for a Fed pause Lacie Zhang, research lead at Bitget Wallet, identified persistent core inflation as the risk investors may be underestimating, particularly if energy spillovers, tariffs or sustained demand keep price pressures elevated.
In her pre-release assessment, Zhang put the probability of an October Fed hold near 77%. She warned that a hotter core reading or renewed pressure on Treasury yields could force a sharper repricing than markets currently anticipate.
According to Zhang, investors still largely expect one additional rate increase later this year, but persistent inflation could keep the Fed on a higher-for-longer path beyond that assumption.
Her forecast ranges placed headline CPI at approximately 0.5%–0.6% month-on-month and 3.6%–3.7% year-on-year. For core inflation, she cited expectations near 0.2% monthly and 2.4%–2.5% annually.
Pointing to consumer demand, Zhang cited retail sales excluding autos and gasoline rising 0.28% month-on-month and 4.05% year-on-year. She also referenced New York Fed President John Williams’ indication that further increases may not be necessary in 2027.
For U.S. investors holding Bitcoin through spot ETFs, Bitfinex analysts had already connected inflation readings to the December policy outlook. In an Oct. 6 report on slowing Bitcoin ETF buying, the team said softer core inflation would weaken the case for another increase, while firm spending and persistent core inflation would strengthen it.
ETF buying has recovered faster than on-chain demand Nicolai Sondergaard, senior research analyst at Nansen, described a recovery in Bitcoin ETF demand that has yet to receive clear support from the firm’s on-chain trading sample.
According to Sondergaard, Bitcoin ETFs attracted $175.7 million on Oct. 13, following $678.9 million in withdrawals during Oct. 5–9 and another $65.4 million outflow on Oct. 12.
The earlier selling included a large withdrawal from U.S.-listed funds. An Oct. 8 report documented Bitcoin ETF withdrawals of $484.9 million on Oct. 7, citing Farside Investors data. BlackRock’s IBIT lost $207.7 million, Fidelity’s FBTC shed $105.1 million, and ARK 21Shares’ ARKB recorded $101.7 million in redemptions.
Within Nansen’s latest Smart Trader sample, Sondergaard reported approximately $555,000 in Solana inflows and $22,000 in Ethereum inflows over 24 hours. Across seven days, however, both remained in net outflow.
For Bitcoin-linked wallets, he described mixed flows without a clear sign of widespread accumulation.
“ETF demand is recovering faster than on-chain conviction.”
Ahead of CPI, Sondergaard characterized the activity as “some selective positioning,” rather than a market-wide expression of confidence. He put annual consensus expectations at 3.6% for headline inflation and 2.5% for core CPI.
Bitcoin bulls need buying support above $84,500 In Zhang’s pre-CPI market assessment, Bitcoin traded around $83,400–$83,500, with initial support at $81,000–$82,000 and another downside reference near the recent $80,400 low.
Above that range, she placed resistance at $84,000–$84,500, followed by $85,000–$87,000. Zhang said bulls would regain clearer control through a sustained move above $84,500–$85,000 on solid trading volume, supported by renewed inflows.
For that bullish scenario, Zhang also wanted core inflation at or below approximately 0.2% month-on-month and easing expectations for further rate increases. Alongside the inflation reading, she identified December Fed expectations, ETF flows, and continued institutional accumulation as the main factors to monitor.
Strive, a Nasdaq-listed company specializing in corporate treasury management, has boosted its Bitcoin holdings with a new purchase of 2,822 BTC worth approximately $235 million. The acquisition, disclosed by CEO Matt Cole, took place between October 12 and October 13 at an average price of $83,266 per bitcoin.
Record-breaking Bitcoin reservesThis latest buy raised Strive’s total corporate Bitcoin stockpile to 35,595 BTC. With this figure, Strive overtook MARA Holdings, whose holdings stood at 35,577 BTC, securing fourth place among publicly listed companies with the largest Bitcoin reserves. The top three positions remain with Strategy (848,250 BTC), Metaplanet (44,000 BTC), and Twenty One Capital (43,514 BTC).
Just days before, Strive had completed another significant purchase, adding 3,311 BTC at an average price of $84,500, amounting to roughly $280 million. This prior acquisition raised the company’s reserves from 29,462 to 32,773 BTC.
Strive now holds 35,595 BTC in its treasury, topping MARA Holdings by 18 BTC and reaffirming its ongoing commitment to expand corporate crypto reserves.
In total, Strive acquired 6,133 BTC over the two most recent transactions, a combined outlay of around $515 million. The acquisitions, though occurring at different times, were announced on consecutive days, reflecting an 8.6% increase in Strive’s reserves.
Expansion of crypto treasuryEarlier in the year, Strive expanded its cryptocurrency assets by acquiring Semler Scientific. This move added approximately 5,048 BTC to Strive’s reserves. With the latest Bitcoin purchases, Strive’s treasury management strategy appears focused on maintaining long-term exposure to leading digital assets.
Strive’s corporate Bitcoin reserves now stand just ahead of MARA Holdings, but well below the leaders in this space.
CompanyBitcoin Holdings (BTC)Strategy848,250Metaplanet44,000Twenty One Capital43,514Strive35,595MARA Holdings35,577CEO Matt Cole previously mentioned the possibility for Strive to move up to the second position by year-end, but noted this was not his base-case expectation in September.
Financing and capital structureAlongside the new Bitcoin acquisition, Strive announced the exercise of 13,674,703 Class A common share warrants, resulting in gross proceeds of approximately $369.2 million. The exercise took place on October 12 and 13, with no outstanding traditional warrants remaining from the company’s latest private investment round.
The company noted that warrants allow the purchase of shares at predetermined prices, generating immediate cash inflow but also increasing the total number of shares in circulation.
Mini dictionary: Warrants are financial instruments that give holders the right, but not the obligation, to purchase company stock at a fixed price by a certain date. Companies often use warrants to raise capital and incentivize investors.
Strive has not disclosed what portion of the new proceeds funded the most recent Bitcoin acquisition, but maintains multiple financing channels including preferred stock and other equity offerings for its treasury operations.
Despite the aggressive accumulation, Strive’s shares came under pressure prior to the announcement. ASST stock closed at $27.59 on October 13, reflecting a decrease of 0.43%. The downward trend continued into pre-market trading on October 14, although there were no remarkable market reactions following the SEC filing.
Market performance and outlookFor the longer term, ASST stock has posted a strong performance, gaining approximately 87% year-to-date and more than 120% over the past three months, according to MarketBeat data.
Future Bitcoin acquisitions by Strive will depend on the company’s ongoing capital allocation strategies. Management has reaffirmed its approach of pairing treasury expansion with new financing options.
With continued BTC purchases and new capital inflows, Strive aims to remain a key player in the corporate crypto treasury sector while adapting its strategy to market dynamics.
Bitcoin naráží na rezistenci na úrovni 88 000 USD, kde investoři, kteří nakupovali v posledních 6 až 12 měsících, dosahují průměrné nákupní ceny. Průlom pod podporu na úrovni 80 000 USD by mohl otevřít cestu k 78 000 USD.
Bitcoin faces growing resistance near $88,000 as exchange traded funds return to net selling and higher US inflation weighs on market sentiment, according to a new report from blockchain analytics firm Glassnode.
In its October 14 report, Glassnode identified the $80,000 to $81,500 range as a critical support zone, while investors who purchased Bitcoin over the past two years continue to create selling pressure above current prices.
The report comes as Bitcoin struggles to recover following September’s hotter than expected inflation data, which strengthened expectations of another Federal Reserve interest rate increase.
Despite these pressures, Glassnode said several onchain indicators suggest the market is entering an early recovery phase, with long term holders reducing their losses and Bitcoin trading above important valuation levels.
Bitcoin faces resistance at $88K as ETF outflows accelerate Glassnode identified two groups of investors holding Bitcoin above current prices.
Investors who purchased BTC between six and twelve months ago have an average cost basis near $88,000. Meanwhile, those who bought between one and two years ago have a cost basis around $100,000.
Both levels have rejected previous rallies this year. Bitcoin approached the first in January before falling more than 33%. It also tested the second in May before declining roughly 25%.
According to Glassnode, Bitcoin must recover $88,000 to overcome selling pressure from investors seeking to exit positions near their original purchase prices.
At the same time, institutional demand has weakened.
US spot Bitcoin ETFs attracted nearly $3 billion in net inflows between September 21 and October 6, marking their strongest buying period since November 2025.
However, that momentum reversed on October 7. The funds subsequently recorded approximately $760 million in net outflows, removing a major source of demand from the market.
Glassnode said a sustained return of ETF inflows would provide stronger confirmation that buyers are absorbing the selling pressure.
Bitcoin holds $80K support as long term holder losses decline Despite weakening ETF demand, Bitcoin continues to hold key support levels. The average cost basis of US spot Bitcoin ETFs stands near $81,500, a level Bitcoin briefly lost on October 8 and 13 before recovering.
Glassnode also identified significant buying orders around $80,000 on Binance, while the True Market Mean sits near $78,000. A break below $80,000 could trigger further liquidations, while a move toward $88,000 could force short sellers to close positions. However, sustained gains would require stronger spot demand.
Meanwhile, selling pressure from long term holders has eased. Their realized losses have fallen 85% since peaking on August 12.
At Bitcoin’s June low, roughly twelve coins were sold at a loss for every coin sold at a profit. That ratio has since reversed, with profitable sales outnumbering loss making sales by four to one.
Glassnode said the shift resembles previous market recoveries. Unlike the 2018 and 2022 bear markets, Bitcoin has also avoided closing below its Realized Price, the average acquisition cost of coins in circulation. Even at its June 30 low, Bitcoin remained about 10% above that level.
Hot inflation data adds pressure ahead of Fed decision The latest Glassnode assessment follows a stronger than expected US inflation report that raised concerns about further monetary tightening.
According to the Bureau of Labor Statistics, September’s Consumer Price Index increased 0.6% from the previous month and 3.7% annually, exceeding market forecasts.
Core inflation, which excludes food and energy, rose 0.3% monthly and 2.6% annually.
The figures increased expectations that the Federal Reserve could raise interest rates again after delivering a 25 basis point increase in September.
The next monetary policy decision is scheduled for October 28, followed by the US midterm elections on November 3.
Meanwhile, Glassnode also identified growing speculative activity across individual altcoins.
Its Altcoin Froth Indicator showed elevated leverage among individual tokens since late September, although marketwide speculative activity remained relatively subdued.
The divergence suggests that pockets of the altcoin market could face concentrated liquidations if Bitcoin loses its $80,000 support.
For Bitcoin, Glassnode identified two levels that could determine the next major move.
A sustained recovery above $88,000, supported by renewed ETF inflows, would suggest that buyers are absorbing overhead selling pressure.
However, a break below $80,000 could expose Bitcoin to further declines toward the True Market Mean near $78,000.
Disclosure: This article was edited by Estefano Gomez. For more information on how we create and review content, see our Editorial Policy.
Generální ředitel MEXC Vugar Usi Zade tvrdí, že Bitcoin vstupuje do udržitelného býčího cyklu díky institucionální poptávce; spotové Bitcoinové ETF zaznamenaly denní čistý příliv 175,69 milionu USD.
MEXC CEO Vugar Usi Zade believes that Bitcoin is emerging from its bearish phase into a sustainable bull cycle, driven by growing institutional confidence and adoption.
The current market, according to Zade, differs greatly from the previous speculative cycles, with institutional adoption reinforcing Bitcoin’s foundation. He told AMBCrypto,
The cryptocurrency market has entered a sustainable bull trend, fundamentally different from the speculative cycles of previous years.
So, Bitcoin’s price is gradually transitioning out of its bearish cycle.
Besides, he noted BTC reporting a 32% price recovery over the last 90 days, despite sitting below its $126,000 all-time high reached on October 6, 2025.
According to Zade, Bitcoin could eventually reach $176,000, provided institutional demand remains elevated and wider economic conditions improve.
Bitcoin whales accumulate as exchange outflows deepen Bitcoin’s large holders continued moving considerable amounts of BTC, supporting the accumulation story highlighted by Zade.
In particular, Lookonchain reported on an X post that five new wallets received 1,162 BTC, worth roughly $96.77 million, from Wintermute within 12 hours.
Adding to the accumulation narrative, Bitcoin had recorded $116.14 million in weekly Spot net outflows at press time, reflecting more withdrawals than deposits across exchange platforms.
The weekly outflows implied reducing exchange-held supply, potentially limiting the amount of Bitcoin readily available for selling.
These developments notably echoed Zade’s remarks that larger investors were greatly in favor of long-term accumulation. He noted,
Furthermore, large Bitcoin holders have stopped selling, and coins are now flowing en masse into long-term accumulation wallets.
Source: Bitcoin Spot Netflows on CoinGlass ETF inflows surge as corporate Bitcoin holdings grow Aside from the accumulation narrative, participation around institutions also remained elevated across Bitcoin investment products.
Particularly, Bitcoin’s Spot ETFs recorded $175.69 million in daily net inflows at reporting time. The cumulative ETF net inflows hit $57.68 billion, while the total ETF assets stood at $109.03 billion.
Additionally, the daily ETF trading volume had reached $2.36 billion, suggesting improved activity across the regulated investment products.
Also noteworthy, the corporate accumulation remained significant, with 60 publicly traded companies collectively holding 1.27 million BTC, valued nearly $105.53 billion.
The most recent weekly accumulation totaled 3,341.07 BTC, worth approximately $288.94 million .
Notably, these developments correlated with Zade’s comments that institutional market players were becoming majorly influential in Bitcoin’s market structure.
Besides, the executive also identified $80,000 as a crucial institutional cost basis, arguing that established investors had reinforced that level as Bitcoin’s underlying support.
Source: BTC Public Companies Holdings on CoinGlass Final Summary MEXC CEO Vugar Usi Zade says Bitcoin has entered a sustainable bull cycle, with institutional adoption driving the shift.
Five new wallets received 1,162 BTC from Wintermute, Spot ETFs pulled in $175.69M in a day, and 60 public companies now hold 1.27 million BTC.
ETF společnosti BlackRock zaměřené na bitcoin a ether zaznamenaly ve 3. čtvrtletí příliv 7,9 miliardy USD, čímž se digitální aktiva ve správě zvýšila o 63 % na 79,6 miliardy USD.
BlackRock's Bitcoin ($BTC) and Ether ($ETH) ETFs took in $7.9B in Q3 2026, lifting digital asset AUM 63% to $79.6B as firm-wide AUM reached $15.5T.
@BlackRock's digital asset funds returned to net inflows in the third quarter, reversing the outflows seen earlier in 2026. The asset manager took in $7.9 billion for its Bitcoin ($BTC) and Ether ($ETH) ETFs, after about $2.2 billion left in the first half of the year.
Rising prices did most of the work. Market gains added another $22.9 billion, lifting digital asset assets under management (AUM) 63% to $79.6 billion from $48.8 billion at the end of June, according to CoinDesk.
Crypto rebound still short of the 2025 peakDespite the quarterly jump, BlackRock's crypto holdings remain 23% below year-ago levels. CoinDesk reported that investors added $6.3 billion over the past 12 months, but the decline in asset values outweighed those contributions. The firm's digital asset AUM peaked at around $104 billion in September 2025.
The category is driven mainly by two products: the iShares Bitcoin Trust (IBIT) and the iShares Ethereum Trust (ETHA), Crypto Briefing reported. The same report said the $7.9 billion was the strongest quarterly inflow figure since the third quarter of 2025, and that Bitcoin rose more than 42% over the quarter.
Firm-wide inflows reach $205 billionAcross the group, BlackRock drew $205 billion in net inflows in the third quarter, with total AUM reaching $15.5 trillion, according to the company's third-quarter 2026 earnings release. The release put iShares ETF net inflows at $135 billion and active net inflows at $66 billion. Revenue rose 19% year over year.
Digital assets remain a small part of the overall business. They contributed about $8 billion of the $135 billion in ETF flows, according to Crypto Briefing. Still, the third-quarter figures show institutional demand for regulated Bitcoin and Ether exposure returning as crypto prices recovered from the first-half slump.
Sources:
CoinDesk: BlackRock's crypto ETF assets surge 63% but remain far below 2025 peak
BlackRock: Third Quarter 2026 Earnings Release
Crypto Briefing: BlackRock's crypto ETF assets jump 63% to roughly $80 billion in Q3
Babylon Labs plánuje na Aave V4 půjčky zajištěné BTC, přičemž BTC zůstane ve vlastních Taproot UTXO v síti Bitcoin. Spuštění na hlavní síti stále vyžaduje nastavení rizikových parametrů a další hlasování Aave DAO.
Babylon Labs is pushing forward a plan to let people borrow on Aave V4 using Bitcoin that never leaves the Bitcoin network.
The pitch is simple. Your BTC stays put, you borrow against it, and nobody has to hold your coins for you.
The catch, as with most things in DeFi governance, is that the paperwork isn’t finished. Risk parameters still need to be set, and more Aave DAO votes are required before anything goes live on mainnet.
How the setup actually works
The proposal is built on Babylon’s Trustless Bitcoin Vaults protocol, or TBV. Instead of wrapping BTC into a token on another chain, TBV locks the coins in self-custodial Taproot UTXOs on Bitcoin itself.
Think of it as a safe deposit box with programmable rules. The box sits on Bitcoin, and the rules decide when the contents can move.
Those rules are enforced through Taproot scripts and zero-knowledge proofs. Put plainly, cryptography plays the role a custodian normally would, and no third party ever holds the keys.
On the Aave side, deposits show up through an internal accounting unit called vaultBTC. It acts as a verifiable record of the BTC sitting in vaults, which Aave can then treat as collateral.
The integration leans on Aave V4’s modular design, which organizes markets into components called spokes. Babylon’s plan adds two of them.
The first is the Babylon Core Lending Spoke. This is where borrowers would post vault-backed BTC and take out assets such as USDC, USDT and WBTC.
The second is the BTC Vault Swap Spoke. Its job is to handle the messy part of lending: liquidations.
The WBTC twist in liquidations
Every lending market lives or dies by its liquidations. When a loan’s collateral falls below a safe threshold, outside parties called liquidators step in, repay the debt and collect the collateral at a discount.
That works smoothly when the collateral is a token sitting on the same chain. It gets awkward when the collateral is locked BTC on an entirely different network.
Babylon’s answer is to keep the collateral on Bitcoin while settling liquidations in WBTC. Through the BTC Vault Swap Spoke, liquidators would receive WBTC immediately rather than waiting on native BTC to move.
So liquidators get a familiar asset they can use right away on Ethereum. Borrowers, meanwhile, never had to wrap anything going in.
The design keeps liquidations permissionless, meaning anyone can act as a liquidator. Babylon has published documentation on the liquidation model in its developer docs.
Importantly, control over risk settings stays with the Aave DAO. Babylon builds the plumbing, but tokenholders decide how much can be borrowed and when positions get closed out.
A timeline measured in governance phases
Babylon and Aave first announced their partnership on December 3, 2025. The idea moved into Aave’s formal process with a DAO temperature check that began on May 25, 2026.
A temperature check is Aave’s version of a show of hands. It gauges interest before a proposal moves into the heavier ARFC and AIP stages, which are the detailed request-for-comment and final on-chain vote phases.
Public testnet deployment for native BTC-backed borrowing was active by October 2026. Around the same time, HashKey Cloud’s integration of TBV for institutional clients was confirmed on October 7, 2026.
That institutional piece matters. Custody-wary funds have often been the loudest critics of wrapped Bitcoin, so a trust-minimized route may appeal to exactly that crowd.
Still, testnet is testnet. Real money hasn’t touched this design yet, and the remaining ARFC and AIP phases are where proposals tend to get picked apart line by line.
Why this matters for Bitcoin in DeFi
Bitcoin has always had an awkward relationship with DeFi. It’s the largest crypto asset, yet using it in lending markets has usually meant wrapping it and trusting someone to hold the real coins.
That tradeoff has kept plenty of long-term holders on the sidelines. For a group whose motto is roughly “not your keys, not your coins,” handing BTC to a custodian is a tough sell.
Babylon’s model tries to remove that objection entirely. If it works as described, holders could tap lending markets without ever giving up custody.
There’s also an interesting second-order effect on Aave itself. The protocol holds one of its largest token supplies in WBTC, but borrow demand for that WBTC has historically lagged.
In other words, a lot of WBTC sits in Aave’s pools doing very little. Since liquidators in Babylon’s design get paid in WBTC and borrowers can take out WBTC, the integration could potentially put more of that idle supply to work.
What to watch
The first thing to track is the risk parameters. Loan-to-value ratios, liquidation thresholds and supply caps will determine whether this is a niche experiment or a serious Bitcoin borrowing venue.
Conservative settings would limit early risk but also limit appeal. Aggressive ones would attract borrowers while putting more weight on the untested liquidation path.
The second is how the WBTC settlement holds up under stress. A design that pays liquidators instantly needs enough liquidity behind it during a sharp BTC drawdown, which is precisely when everyone wants out at once.
The third is competition. Wrapped Bitcoin products have long dominated BTC collateral in DeFi, and a credible native alternative on the largest lending protocol would put pressure on custodial models to justify their trust assumptions.
For BTC holders, the appeal is clear: borrowing power without surrendering custody. For Aave, it’s a shot at drawing in a huge pool of capital that has mostly stayed on the sidelines. Whether both sides get what they want now depends on a few more rounds of DAO voting.
Disclosure: This article was edited by Estefano Gomez. For more information on how we create and review content, see our Editorial Policy.
Americká inflace v září meziročně zrychlila na 3,7 % a překonala očekávání. Bitcoin nyní sleduje denní uzavření nad hranicí 80 500 USD jako klíčový technický test.
US inflation accelerated to 3.7% in September, coming in above expectations. The result adds another macro risk for Bitcoin just as is close to a key daily support area.
Key Takeaways
Headline CPI rose 0.6% in September and 3.7% year over year.
Core inflation held at 0.3% for the month but reached 2.6% annually.
Gasoline rose 9.1%, while shelter also accelerated during the month.
A daily Bitcoin close above $80,500 remains an immediate chart checkpoint.
PPI, retail sales and a Fed speech could shape the next macro response.
The September report was broader than one jump in gasoline
The Bureau of Labor Statistics said the Consumer Price Index rose 0.6% on a seasonally adjusted basis in September, following a 0.4% increase in August. The annual rate moved to 3.7% from 3.4% in the previous report.
Energy drove much of the monthly increase. Gasoline rose 9.1% and accounted for more than half of the all-items gain, while the wider energy index climbed 5.2%. Over the past year, energy prices were up 20.4%, with gasoline up 34.2%.
However, the report did not point only to fuel costs. Core CPI, which excludes food and energy, rose 0.3% for a second month and accelerated to 2.6% year over year from 2.4%. Shelter increased 0.4% after a 0.3% gain in August, while used cars, airline fares, recreation, education and apparel also rose during the month.
That mix gives markets a more complicated reading than an energy-led spike alone. Higher oil prices can reverse quickly; a firmer core measure and higher shelter costs may be harder for policymakers to dismiss.
Bitcoin’s first move may not settle the inflation question
Stronger-than-expected inflation can push traders to reconsider the timing and scale of future interest-rate cuts. Bond yields and the dollar often react first, and Bitcoin can move alongside broader changes in risk appetite.
Yet the first response to CPI often proves incomplete. Traders initially focus on the headline, then reassess the report’s composition, the response in traditional markets and the next set of economic data. A sharp move immediately after the release can therefore reverse before the daily candle closes.
The daily close leaves $80,500 in focus
Bitcoin’s recent defence of the $81,000 area established the nearby support range now under scrutiny. A daily close above $80,500 could indicate that the market has absorbed the first inflation reaction without losing that structure.
The chart checkpoint
$80,500 is the immediate daily-close level. Intraday volatility may reflect the first response to the CPI data; the close could offer a clearer view of whether buyers are still defending the broader support area.
The $80,000 zone sits just below that checkpoint. A sustained move beneath it could bring $70,500 into focus, where options-market positioning may become less supportive and a decline could become more volatile.
On the upside, $90,000 remains relevant because option sellers may need to adjust their hedges if Bitcoin moves above that area. That process can add momentum when it coincides with stronger spot demand, though it does not guarantee a continued advance.
Thursday’s releases may either reinforce or soften the CPI message
Producer-price data and retail-sales figures are due on Thursday at 12:30 UTC. PPI may offer a further reading on cost pressure earlier in the supply chain, while retail sales could show whether consumer demand remains resilient despite higher prices.
On Friday at 03:30 UTC, Federal Reserve official Kevin Warsh is scheduled to speak. Markets may look for clues about how policymakers are weighing renewed inflation pressure against growth and financial conditions.
Inflation has raised the bar for a sustained recovery
The CPI release delivered a faster headline increase, but it also showed that price pressure extended beyond energy. That leaves Bitcoin facing both an immediate technical test and a macro question that may take several sessions of trading to resolve.
For now, the market can watch whether Bitcoin holds above $80,500 at the daily close, then assess whether Thursday’s data and Friday’s Fed commentary strengthen or weaken the case for tighter financial conditions.
This article is provided for informational purposes only and does not constitute financial or investment advice. Economic data and technical levels can influence markets without determining future price movements.
Author
Kosta has reported on cryptocurrency markets and blockchain infrastructure since 2020, bringing over six years of hands-on experience in the crypto industry built through daily tracking of markets, trends, and emerging blockchain developments. Specializing in Bitcoin on-chain analysis, institutional ETF flows, and digital asset price action, his work at Coindoo has been cited by other news agencies and consistently covers market developments with a focus on data-driven reporting across Bitcoin, Ethereum, Solana, and XRP.
Over the years, Kosta has contributed to multiple crypto media outlets in different regions, authoring over 6,000 articles across the sector. His reporting spans cryptocurrency markets and the broader fintech industry, tracking not only price action but also the technological and regulatory forces shaping the ecosystem.
To support his analysis, Kosta actively leverages on-chain data and metrics from leading platforms such as Santiment, Glassnode, and CryptoQuant, enabling deeper, evidence-based market insights. He believes in the power of transparency and the data that underpins the blockchain ecosystem.
His academic background in Marketing Management from Denmark further complements his analytical approach, adding a strong understanding of communication strategy and content positioning to his work.
Bitcoin (BTC) can still preserve its traditionally strong October performance, as onchain data points to a local BTC price bottom forming.
Key points:
Onchain data suggested that Bitcoin could still end October strong, following historical patterns. Bitcoin exchange reserves remained 1.7% lower than in mid-September, while whales avoided selling.Apparent demand neared a transition to positive readings for the second time in 2026.BTC price analysis flags “potential bottom” signalsNew analysis published on crypto analytics platform CryptoQuant Monday show onchain conditions in a state of “cautious optimism.”
Bitcoin continues to weather mixed macroeconomic and geopolitical headwinds, which include 24-year highs in US bond yields, rising oil prices and cooling capital inflows to exchange-traded products. These conditions have dampened optimism over Bitcoin delivering a strong performance in October.
“Now, signs of a potential bottom are emerging,” CryptoQuant contributor XWIN Research Japan wrote.
Since the start of October, conditions have changed to increasingly benefit crypto and risk assets. XWIN points to cooling expectations of interest-rate hikes by the Federal Reserve into 2027, boosting the odds of inflows improving. At the same time, markets expect more clarity over the US domestic political situation after the approaching Midterm Elections.
“Less political uncertainty after the vote could help investors reassess allocations,” XWIN continued.
Bitcoin exchange reserves, apparent demand and whale holdings give XWIN reasons to believe that October’s local low may have already occurred.
The BTC supply on exchanges has fallen from 2.726 million on Sept. 20 to 2.68 million as of Tuesday, a decrease of 1.7%, despite a modest increase over the past week.
At the same time, the combined holdings owned by large-volume investors, or whales, remain above 3 million BTC. The cohort’s urge to reduce exposure has survived BTC/USD dropping from $87,000 on Oct. 2 to near $80,000 on Oct. 8.
Bitcoin demand data stays bullish in OctoberApparent demand, a measure that compares newly mined BTC with changes in dormant supply, shows overall demand remains supportive.
The metric has been negative throughout 2026, with a brief period of positive 30-day readings in the second half of August. Since then, demand has been negative, but has recovered to near-neutral levels as of this week.
“These developments suggest conditions for a bottom are improving. Confirmation requires sustained ETF inflows, stronger US spot buying and continued demand recovery,” XWIN said.
“‘Uptober’ need not mean uninterrupted gains: a correction can build the foundation for the next advance.”Bitcoin apparent demand growth. Source: CryptoQuant
This week, crypto asset manager Bitwise said that Q3 onchain data pointed to “crypto spring” after historically significant performance. CryptoQuant CEO Ki Young Ju, meanwhile, announced what he saw as the start of a new crypto bull market in late August, calling the bear market “over.”
This article is produced in accordance with Cointelegraph's Editorial Policy and is intended for informational purposes only. It does not constitute investment advice or recommendations. All investments and trades carry risk; readers are encouraged to conduct independent research.
Coinbase, která drží přibližně 5 % zásoby BTC, vyzvala k včasné přípravě Bitcoinu na přechod k postkvantovému zabezpečení; tento proces může trvat roky.
Recent rapid advancements in quantum computing technology have brought the quantum threat back to the forefront of security concerns for cryptocurrencies, particularly Bitcoin.
The possibility that sufficiently powerful quantum computers could break the current cryptographic systems of cryptocurrencies is raising concerns about the long-term security of digital assets. Therefore, the transition to quantum-resistant technologies and the preparation of existing networks against quantum attacks are becoming increasingly important in the crypto sector, and warnings are mounting. The latest warning comes from Coinbase.
Coinbase Issues Quantum Warning for Bitcoin! Coinbase, which holds approximately 5% of the BTC supply, stated that the Bitcoin network needs to prepare for cryptographic threats that quantum computers may pose in the future. It emphasized that the network should begin planning for a transition as soon as possible. Coinbase’s assessment noted that the transition process could take years.
The exchange stated that Bitcoin needs to proactively respond to potential cryptographic risks that may arise from quantum computers in the future.
At this point, an article titled “Working Together on Bitcoin’s Post-Quantum Readiness” written by Coinbase analyst Shashank Agrawal emphasized that Bitcoin’s transition to post-quantum security cannot be solved simply by choosing a new digital signature algorithm. The exchange added that many factors need to be considered together, including block space constraints, full node verification capacity, institutional asset custody requirements, compatibility with retail wallets, and how to handle non-transferable funds.
According to the company, developers, researchers, and other stakeholders in the crypto ecosystem need to work in coordination to protect the network against future threats.
At this point, Coinbase stressed that the transition could take years and that preparations needed to be completed before any quantum computing threat became a reality.
Coinbase also stated that the future of Bitcoins whose keys are lost or cannot be transferred by their owners, and which are held in old addresses, also needs to be addressed.
*This is not investment advice.
Follow our Telegram and X account now for exclusive news, analytics and on-chain data!
Standard Chartered v SAE umožnila oprávněným bonitním klientům přímý nákup a prodej bitcoinů a etheru prostřednictvím jejich stávajících bankovních účtů.
Standard Chartered has unveiled a new crypto trading service that lets eligible affluent clients buy and sell Bitcoin and Ethereum directly through their existing bank accounts. This marked a first for the bank and for an international lender in the UAE.
Standard Chartered Enables Direct Bitcoin and Ethereum Trading Standard Chartered launched a first-of-its-kind crypto trading solution for affluent clients, according to an official announcement on October 14. Eligible professional clients in the UAE can now buy and sell Bitcoin (BTC) and Ethereum (ETH) directly through their existing bank accounts.
It becomes possible through a strategic collaboration between the bank’s Wealth and Retail Banking (WRB) and Corporate and Investment Banking (CIB) businesses, alongside SC Ventures-backed Zodia Markets, and regulation by Dubai’s Virtual Assets Regulatory Authority (VARA).
The crypto trading solution integrates institutional-grade custody, liquidity, and client access within a single, end-to-end digital asset ecosystem. Transactions will run within the bank’s ecosystem under a closed-loop model, reducing wallet risks.
This will enable clients to access crypto assets with their existing banking relationship while benefiting from institutional-grade custody and operational safeguards.
Samir Subberwal, Global Head of Wealth Solutions, Retail Products, Data & Analytics at Standard Chartered, described the launch as a significant milestone that brings crypto assets into the bank’s core wealth offering. He added that clients demand secure, regulated access as digital assets move into the mainstream.
“We are proud to be the first international bank in the UAE to launch a cryptocurrency trading offering,” said Rola Abu Manneh, CEO for UAE, Middle East and Pakistan at Standard Chartered.
Expanding Crypto Capabilities Across UAE Institutional and Wealth Services The launch builds on Standard Chartered’s broader crypto assets activities in the UAE and other key regions. This builds on Standard Chartered’s launch of spot crypto trading in Bitcoin and Ethereum for institutional clients in the UAE last month.
The service lets eligible institutional clients trade deliverable BTC/USD and ETH/USD through familiar electronic FX platforms, with settlement options including the bank’s own digital asset custody.
As CoinGape reported earlier, Standard Chartered launched institutional USDC minting and redemption through DIFC, becoming the first G-SIB to offer institutional access to USDC through a regulated banking channel.
Recently, Standard Chartered announced institutional custody support for Ripple’s RLUSD stablecoin on the XRP Ledger. The bank also joined Ripple and LMAX Group to enable RLUSD as eligible collateral.
Držba bitcoinů americké vlády v roce 2026 údajně klesla o 1 635 BTC na odhadovaných 328 372 BTC. Přesun 17 733 BTC na Coinbase Prime v říjnu nepotvrzuje, že došlo k prodeji.
The US government’s Bitcoin pile is a little lighter this year. Government holdings have reportedly fallen by approximately 1,635 BTC in 2026, leaving an estimated 328,372 BTC on the books as of early October, according to tracking from sources including BitcoinTreasuries.
Where the coins are, and where some of them went
The estimated balance stands at 328,372 BTC. Tracked holdings as of October 7, 2026, ranged from 319,000 to 328,000 BTC depending on the tracker, a spread that reflects a decline over the course of the year.
Why the range? Government wallets are not labeled with a tidy nameplate. Different trackers attribute different addresses to federal agencies, so the final tally depends on who is counting.
The more eye-catching activity came in the first week of October. Wallets connected to the US government moved around 17,733 BTC, with the transfers primarily flowing to Coinbase Prime, the exchange’s institutional custody and trading arm.
No sales have been confirmed. The activity is consistent with custody consolidation, which means moving coins between storage arrangements rather than dumping them on the open market.
A treasury built from crime scenes
None of these coins were bought. The government’s entire Bitcoin position comes from law enforcement seizures and forfeitures. Two cases account for the bulk of it. Roughly 94,643 BTC traces back to the 2016 Bitfinex hack, and about 127,271 BTC comes from Silk Road recoveries.
Executive Order 14233, signed in March 2025, created the Strategic Bitcoin Reserve and prohibited sales of seized assets. The order was designed to stop the long-standing practice of auctioning off forfeited Bitcoin.
The valuation rollercoaster
Based on a prevailing Bitcoin price of $82,000 to $83,000, early October estimates put the total value of the government’s holdings between $26 billion and $28 billion.
The valuation of US government crypto holdings has declined by approximately $16 billion from a peak near $40.7 billion in late October 2025. The bigger driver is price movement on every remaining coin, not coins leaving wallets.
What this means for the market
With sales of seized assets prohibited under Executive Order 14233, large transfers to Coinbase Prime look more like a reorganization of custody than a liquidation pipeline, which could mean less supply overhang from forfeited coins than markets historically worried about.
Holdings have reportedly declined by approximately 1,635 BTC this year despite the prohibition on sales. The source data does not specify why. Possible explanations range from court-ordered returns to victims to wallet attribution changes by trackers, but none has been confirmed. The difference between tracker estimates (319,000 versus 328,000 BTC) is far larger than the reported decline itself.
Key things to watch from here: whether further large transfers to Coinbase Prime follow the October activity, whether any official accounting clarifies the 1,635 BTC decline, and how the reserve’s dollar value tracks Bitcoin’s price. At $82,000 to $83,000 per coin, the reserve sits well below its late-2025 peak.
Disclosure: This article was edited by Vivian Nguyen. For more information on how we create and review content, see our Editorial Policy.
Výzkumníci z Imperial College London navrhli vrstvu Compact Shielded Client-Side Validation, která má bez nutnosti soft forku zajistit soukromé bitcoinové transakce odolné vůči kvantovým útokům.
Researchers at the Center for Cryptocurrency Research and Engineering (IC3E) from Imperial College London have published major research on post-quantum Bitcoin security. The paper proposes a model that would make Bitcoin transfers private and quantum-proof, all without the need for a soft fork.
Bitcoin’s quantum resistance proposals Back in 2018-2020, the group’s research dubbed “Commit-Delay-Reveal” proposed a similar quantum-secure Bitcoin framework.
While clever, it required a network soft fork and thereafter asset migration from vulnerable ECDSA addresses to the quantum-resistant chain using a multi-step time delay. The method would also have demanded network-wide protocol upgrades and triggered heated debates among developers.
An alternative was the traditional way of transitioning from ECDSA to lattice-based or hash-based alternatives. However, this would still demand a soft fork, which is socially and technologically difficult to coordinate. The model would also likely cause deployment delays, consensus realignment issues, and network congestion due to larger signature sizes/Zero-Knowledge (ZK) proofs.
What the latest research showsThe group’s newest “Compact Shielded Client-Side Validation (CSV)” framework is a grand breakthrough that eliminates the soft fork challenge.
Rather than enforcing changes at the consensus layer, it layers advanced post-quantum cryptographic technology on top of current transaction architectures.
This means that all bulky post-quantum keys, transaction histories, and algorithmic proofs would get verified at the peer-to-peer level. The underlying Bitcoin blockchain becomes an immutable ledger rather than a computational engine.
Note that using this quantum-safe layer requires clients to download compatible client software to conduct transactions over the Bitcoin network.
Recent events in the quantum spaceMore recently, Ethereum’s co-founder Vitalik Buterin and Cardano’s founder Charles Hoskinson had a disagreement surrounding quantum security mechanisms. Vitalik supported hashes while Hoskinson bet on lattices.
Despite the debate, the crypto community is encouraged to conduct any migrations to quantum-proof addresses in a meticulous manner to prevent loss of funds.
Story Ends Here
Trust with CoinPedia:CoinPedia has been delivering accurate and timely cryptocurrency and blockchain updates since 2017. All content is created by our expert panel of analysts and journalists, following strict Editorial Guidelines based on E-E-A-T (Experience, Expertise, Authoritativeness, Trustworthiness). Every article is fact-checked against reputable sources to ensure accuracy, transparency, and reliability. Our review policy guarantees unbiased evaluations when recommending exchanges, platforms, or tools. We strive to provide timely updates about everything crypto & blockchain, right from startups to industry majors.
Investment Disclaimer:All opinions and insights shared represent the author's own views on current market conditions. Please do your own research before making investment decisions. Neither the writer nor the publication assumes responsibility for your financial choices.
Sponsored and Advertisements:Sponsored content and affiliate links may appear on our site. Advertisements are marked clearly, and our editorial content remains entirely independent from our ad partners.
Ethereum vykazuje silný optimismus, ale jeho pákový poměr na Binance zůstává přibližně 0,69 nad 100periodním průměrem. U Bitcoinu se poměr pohybuje kolem 0,19 a oproti dřívějším hodnotám v roce 2026 klesl.
13 October 2026 | 23:53 Ethereum is drawing a much more optimistic crowd response than Bitcoin after its rebound. CryptoQuant’s Binance data, however, points to a different contrast beneath the discussion: ETH’s leverage ratio has stayed elevated, while Bitcoin’s has eased from earlier 2026 readings.
Key Takeaways Santiment recorded 2.05 bullish ETH comments for every bearish comment, compared with 0.82 for Bitcoin. CryptoQuant found ETH’s Binance Estimated Leverage Ratio near 0.69, above its 100-period moving average. Bitcoin’s ratio was near 0.19 and had moderated from higher readings earlier in 2026. ETH and BTC are sending opposite messages Santiment’s latest social-data update found 2.05 bullish Ethereum comments for every bearish one across X, Reddit and Telegram. The firm characterised the discussion around ETH as FOMO-driven, following its rebound and renewed attention on staking and future network upgrades.
Ethereum sentiment turns strongly bullish. Bitcoin produced the opposite reading: 0.82 bullish comments for every bearish comment. Santiment linked the weaker mood to Bitcoin’s rejection near $87,000, its slide toward $81,000 and the wider pressure on risk assets during the sell-off.
Neither figure says where either asset goes next. Social data measures the balance of public discussion, not the amount of capital committed to a trade. Its value here is that it shows where confidence has concentrated: ETH traders are discussing a rebound, while BTC traders remain more defensive.
Signal Ethereum Bitcoin Social mood 2.05 bullish comments for every bearish comment 0.82 bullish comments for every bearish comment Binance leverage trend Ratio near 0.69 and still above its 100-period moving average Ratio near 0.19 after moderating from earlier 2026 readings What this does not show Whether traders are mainly long or short, how deep order-book liquidity is, or the direction of the next price move. Leverage ratio is a sensitivity measure, not a long-or-short signal The difference becomes more useful when placed beside derivatives positioning. CryptoQuant’s Estimated Leverage Ratio compares open interest with the amount of an asset held in an exchange’s reserves. It offers a way to track how large the derivatives market has become relative to the coins available on that exchange.
A higher ratio can result from rising open interest, falling exchange reserves, or both. It does not reveal whether the market is positioned for a long squeeze or a short squeeze, and it cannot measure actual order-book depth. It should therefore be read as a sign of potential derivatives sensitivity rather than a stand-alone trading signal.
The metric is also most useful against each asset’s own history. ETH and BTC have different reserve patterns, derivatives markets and custody flows, so a 0.69 ETH reading is not a simple numerical verdict over a 0.19 BTC reading. The meaningful comparison is the recent direction of each ratio.
How to read the two datasets together
Sentiment shows where conviction is building; leverage shows whether derivatives exposure is remaining elevated around that conviction. A stronger risk warning would require further evidence, such as rising open interest and increasingly positive funding – not social optimism alone.
Ethereum’s leverage ratio has rebuilt after earlier resets CryptoQuant analyst MorenoDV_ placed Ethereum’s Estimated Leverage Ratio on Binance near 0.69 while ETH traded around $2,400. The analysis compared that with readings near 0.53–0.55 before the October 10, 2025 liquidation event.
Ethereum chart showing Binance estimated leverage ratio near 0.69. More important than the single reading is what followed. CryptoQuant’s chart showed the ratio rebuilding after sharp resets and remaining above its 100-period moving average. In other words, ETH’s derivatives exposure relative to Binance reserves has stayed in a higher range even after prior bouts of deleveraging.
That does not prove that ETH is about to decline, and it does not establish that leveraged longs dominate the market. It does mean that a fresh rise in open interest and positive funding would deserve closer attention: traders would be adding exposure while the ratio is already elevated against ETH’s recent trend.
Bitcoin’s crowd is cautious while its leverage trend has cooled Bitcoin’s social reading is weaker, but CryptoQuant’s Binance data shows a less persistent leverage setup. Its Estimated Leverage Ratio stood near 0.19—around the level seen before the October 2025 liquidation event cited in the analysis—and had fallen from higher readings earlier in 2026.
Bitcoin leverage remains relatively restrained. The ratio was also below a declining moving average in CryptoQuant’s chart. That suggests that derivatives exposure relative to Binance reserves has been easing rather than rebuilding in the same way described for ETH.
This does not make Bitcoin automatically bullish or safer. A lower ratio can reflect healthier deleveraging, but it can also occur in a weak market with little appetite to add new futures positions. Bitcoin still needs price stability and renewed spot demand before a lower leverage reading can support a stronger recovery case.
What would confirm or weaken the current divergence? Asset Current mix What would strengthen the reading What would weaken it ETH Bullish social discussion and an elevated Binance leverage trend Open interest rises, funding stays strongly positive and the leverage ratio remains elevated Open interest and the ratio decline while ETH holds or extends its recovery BTC Fearful social reading and a cooling Binance leverage trend Price stabilises and spot demand improves without a sharp return in leverage A weak bounce attracts a fast rebuild in open interest and leverage The supplied sentiment and leverage datasets do not include live funding-rate or open-interest changes. Those are the next figures that would test whether ETH’s social optimism is becoming a crowded derivatives trade, or whether Bitcoin’s lower leverage is accompanied by genuine buying demand.
ETH and BTC need different confirmation before the next move Ethereum currently has the stronger narrative, but its Binance leverage ratio has not reset as fully as Bitcoin’s. That makes the next derivatives data important: rising open interest and positive funding would make ETH’s rebound more vulnerable to a rapid reversal, while a calmer build in exposure would weaken that concern.
Bitcoin’s cautious sentiment should not be read as a bullish signal on its own. Its leverage trend has improved, but the market still needs spot demand and price stability to show that the sell-off has produced a durable base rather than simply reduced speculative participation.
This article is provided for informational purposes only and does not constitute financial or investment advice. Social sentiment and derivatives metrics are interpretive tools, not guarantees of future price movement.
Author
Kosta has reported on cryptocurrency markets and blockchain infrastructure since 2020, bringing over six years of hands-on experience in the crypto industry built through daily tracking of markets, trends, and emerging blockchain developments. Specializing in Bitcoin on-chain analysis, institutional ETF flows, and digital asset price action, his work at Coindoo has been cited by other news agencies and consistently covers market developments with a focus on data-driven reporting across Bitcoin, Ethereum, Solana, and XRP. Over the years, Kosta has contributed to multiple crypto media outlets in different regions, authoring over 6,000 articles across the sector. His reporting spans cryptocurrency markets and the broader fintech industry, tracking not only price action but also the technological and regulatory forces shaping the ecosystem. To support his analysis, Kosta actively leverages on-chain data and metrics from leading platforms such as Santiment, Glassnode, and CryptoQuant, enabling deeper, evidence-based market insights. He believes in the power of transparency and the data that underpins the blockchain ecosystem. His academic background in Marketing Management from Denmark further complements his analytical approach, adding a strong understanding of communication strategy and content positioning to his work.
According to reports from The Paper, the Qian Zhimin case — involving over 40 billion yuan in illegal fundraising and more than 60,000 Bitcoin — has seen new progress in China’s judicial process. On October 13, the Tianjin No.2 Intermediate People’s Court announced that it had accepted on September 28 the application by the Second Branch of the Tianjin Municipal People’s Procuratorate to confiscate illegal gains from suspect Qian Zhimin. Per the court’s released property confiscation list, in addition to Bitcoin, the virtual currencies involved include 72,745.79502 Bitcoin Cash, 72,745.78555 Bitcoin Gold, 72,745.7845 Bitcoin Satoshi Vision, 3,605,989.9995 Ripple, and 70,081,208.62553222 Dogecoin (converted by UK authorities and deposited in an interest-bearing account). Other properties targeted for confiscation include US dollar, euro, and British pound cash, jewelry, bank balances, investment portfolios, and more. The Second Branch of the Tianjin Municipal People’s Procuratorate stated that Qian Zhimin is suspected of illegal fundraising fraud, was placed on a wanted list after fleeing, and has failed to appear in court for over a year. Evidence confirms that more than 61,800 Bitcoin and other assets seized in the UK are illegal gains and their proceeds. The procuratorate requests that these illegal gains, as well as their converted, transformed, and derived properties and proceeds, be recovered and confiscated, with the exception of those legally returned to defrauded fundraising participants.
Relevant content
A crypto whale purchased 1,162 Bitcoin via Wintermute, valued at $96.77 million.
According to Lookonchain’s monitoring, a crypto whale purchased 1,162 BTC worth $96.77 million via Wintermute. Over the past 12 hours, five newly created wallets received this asset from Wintermute.
1 seconds ago
Malicious counterfeit of 200,000-star REA: Fake installation package flagged as malware, downloaded 172 times.
Beating AI News Flash: The viral AI reverse tool REA has been maliciously counterfeited. On October 13, a developer issued a warning in REA’s official GitHub repository, noting that a fake repository had been set up offering a Windows installer suspected of containing a Trojan horse. REA recently surpassed 200,000 GitHub stars, and the fake installer had amassed 172 downloads at the time of reporting. The counterfeiter registered a GitHub repository named `rea-tools/rea`—closely resembling REA’s official website `rea.tools`—and directly copied the official README. They added a "Windows Standalone Version" download entry to the original documentation, providing an 82.6 MB compressed package. The reporter’s scan found that Microsoft Defender flagged both the compressed package and its executable as the Wacatac Trojan, with 8 out of 45 VirusTotal security engines marking it as malicious. Sandbox analysis also uncovered suspicious behaviors in the file, including debugging environment detection and delayed execution. REA’s maintainers then merged a fix pull request (PR) on October 13, adding a download source warning to the official README to remind users to obtain the software via the official GitHub repository, official website, or npm. The reported fake repository is currently inaccessible.
1 seconds ago
Bitget launches CFD demo account feature, with new users receiving 10,000 USDT in virtual funds for simulated live trading upon account opening.
Bitget has now launched a Contract for Difference (CFD) demo account feature. Users can fully experience CFD trading without investing real funds. Upon account creation, users receive a default 10,000 USDT in virtual funds, allowing them to trade all CFD products including forex, precious metals, commodities, and stock indices based on real market conditions to test and optimize their trading strategies. This demo account supports both ECN and zero-fee modes, and is independent of live trading accounts; its risk control mechanisms such as liquidation threshold rates are consistent with those of live accounts. To use this feature, users must register and open a self-operated CFD live trading account, then upgrade the Bitget app to version 2.94.0 or higher. For more product details, please refer to Bitget’s official page.
1 seconds ago
The POAP founder has transferred another 10,000 ETH to Gemini, and currently holds 41,468 ETH.
According to Yu Jing Monitoring, POAP founder @worthalter sold an additional 10,000 ETH (valued at $25.05 million) 20 minutes ago. Since the 5th, he has transferred a total of 18,000 ETH (worth $45.86 million) to Gemini over the past 9 days. His remaining ETH holdings stand at 41,468 ETH, valued at $103.7 million.
1 seconds ago
Binance’s bStocks AUM Surpasses $888 Million, Collateral Feature Further Opened to All Users
Binance announced that the assets under management (AUM) of its bStocks platform has exceeded $888 million. Eligible bStocks stock tokens can now be used in cross-margin leverage accounts and unified margin accounts, expanding collateral options and enhancing capital utilization flexibility. To date, bStocks supports 95 stock tokens as collateral. bStocks is expanding the use cases of its stock tokens beyond asset holding to include collateralization and leveraged trading, helping users and institutions improve capital efficiency and further bridge traditional equity assets with the crypto financial ecosystem. Additionally, starting September 21, bStocks’ collateral and related leveraged trading functions are being extended to regular, VIP 1, and VIP 2 accounts. Previously, these features were only available to VIP 3 and higher-tier users. This adjustment means more users can participate in bStocks’ collateral and leveraged trading activities after meeting requirements such as appropriateness assessments. To enhance asset protection, Binance has introduced additional risk control measures for regular, VIP 1, and VIP 2 accounts. These users must complete an appropriateness assessment questionnaire before using bStocks as collateral or engaging in related leveraged trading.
1 seconds ago
Billionaire Paul says he will short U.S. stocks for the full year and holds long positions in oil.
Billionaire and legendary hedge fund manager Paul Tudor Jones told CNBC that 2027 could be a highly challenging year for U.S. stocks, with the market facing its most unfavorable capital flow environment since 2002. He noted that the corporate buyback and M&A trends that have supported U.S. equity gains in recent years may reverse, while AI giants’ IPOs and subsequent secondary offerings will further expand stock supply. Jones highlighted that potential listings of AI firms like OpenAI and Anthropic, plus financing needs for AI infrastructure development, could drive more corporate stock issuances. Comparing the current market to the eve of the dot-com bubble burst, he argued that a flurry of IPOs and stock lock-up expirations may exert sustained pressure on the market. Additionally, Jones warned that the U.S.’s widening fiscal deficit could eventually force the government to adjust fiscal policies amid market pressure; a $20–$25 oil price surge after the U.S. midterm elections would also likely hit stocks sharply. He said he holds long oil positions and bluntly stated: “I will be shorting the whole year.”
Stacks token [STX] was trading around the $0.4182 price area on October 13 after a slight touch of $0.4502. Separately, Stacks Labs had reported second Bitcoin staking round, which was full with 500+ BTC and joined by over 6.7M STX.
The filled round shows participation in a program that pairs Bitcoin with locked STX, but it does not show why its price rose.
What the filled staking round means In its October 12 update, Stacks Labs said most of Bond 2 filled through Stacking DAO, with the Xverse pool also participating. The program hopes to give a return to users of 3% on their bitcoin, paid in BTC, with no guarantees on return.
Through Stacking DAO, users receive stBTC [representing the share of their position], and they can use it in financial apps in Stacks [for example, as collateral to borrow USDCx], and they continue to receive staking rewards.
The distinction between participation routes matters because:
Approved direct participants keep their Bitcoin locked under their own custody. Open pools use sBTC, Bitcoin-backed asset on Stacks, and are not fully self-custodial Bonding STX limits its availability during the lock period, but those tokens are not permanently removed.
STX retreats from $0.45 The daily chart showed STX up 1.83% from its previous daily close at the time of this writing. It remained about 7.1% below the session high, with the trading still going on.
The latest two candles actually topped out at a higher price but quickly came back down. Hence, the $0.45 and $0.46 area stands out as an obvious hurdle.
Source: TradingView Its trading prices have hovered above the key averages after this rise, supporting the rally. Holding above $0.40 will give another opportunity to attempt the resistance.
If that level gives way, traders could start looking at the $0.37–$0.38 price areas. If it trades steadily above $0.46, the outlook for recovery looks good
Another staking round is approaching Bond 3 is expected to launch around November 10, according to Stacks Labs. Anyone wanting to take part directly must hold at least 50 BTC and be approved, but it can also be done through partner pools according to the requirements set by them.
The next round will show how the level of participation has increased or decreased. For STX’s immediate outlook, it remains to be seen whether buyers can defend the $0.40 price area.
Final Summary Bond 2 filled about 500 BTC of capacity, with more than 6.7 million STX bonded alongside it. STX remained above the $0.40 price level, but its pullback from $0.45 means nearby resistance remained unchallenged.
Strive, a Nasdaq-listed company based in Dallas, Texas, has expanded its bitcoin holdings by acquiring 3,311 BTC over the past week, increasing its total to 32,773 coins. This purchase brings Strive’s bitcoin reserves to approximately $2.7 billion at current market prices, placing the firm as the fifth largest publicly traded bitcoin holder.
Bolstering Corporate Bitcoin HoldingsAccording to a recent regulatory filing published Tuesday, Strive’s latest acquisition cements its position among the top corporate holders of the cryptocurrency. The company now trails only Strategy, Twenty One, Metaplanet, and MARA in terms of publicly disclosed bitcoin holdings, based on data provided by Bitcoin Treasuries.
Unlike companies such as Strategy, which have employed debt-financed purchases to accumulate bitcoin, Strive has maintained a zero-debt strategy. CEO Matt Cole has underscored that Strive carries no margin requirements and that its bitcoin holdings remain entirely unencumbered.
Despite headwinds for major bitcoin treasuries this year, Strive’s debt-free approach and focus on shareholder value have distinguished it from peers, as evidenced by the company’s significant stock gains in 2026.
Corporate peers have endured pressure in 2026 as the value of bitcoin fluctuated. Several major treasuries saw their stock values decline, with some being forced to liquidate tokens or overhaul their business models in response to bearish market conditions.
Despite sharing similar treasury models with other digital asset companies, Strive has outperformed much of its competition. Its shares, trading under the ASST ticker, have advanced by nearly 60% year-to-date, even though they slipped slightly during Tuesday’s session. This move is in contrast to significant stock declines reported by other large bitcoin-holding firms throughout the year.
Strive officially launched as a bitcoin treasury institution last year, drawing inspiration from Strategy, currently the largest corporate bitcoin holder. However, by refusing to employ leverage or take on debt, Strive has maintained a more conservative posture toward digital asset management.
The goal for investors remains clear: produce amplified returns through Strive’s equity performance, closely linked to the value of its bitcoin reserves.
With sudden shifts in the market, including events such as unexpected altcoin listings or monetary policy decisions from the Federal Reserve, investors often find themselves moving quickly between applications for charts, news, or portfolio management. To streamline this process and enhance efficiency, some traders are utilizing privacy-focused platforms like CryptoAppsy, which consolidate real-time price alerts, macroeconomic data, and individualized news feeds in a single interface—without needing to create an account.
Acquisition Activity and LeadershipEarlier this year, Strive completed the all-stock acquisition of Semler Scientific, a move that marks the first time a publicly traded bitcoin treasury company has acquired another such entity. This acquisition is viewed as a sign of consolidation within the corporate bitcoin sector and signals further institutional interest in strategic mergers in the industry.
Strive was established by tech entrepreneur and former Ohio gubernatorial candidate Vivek Ramaswamy, who envisioned the firm playing a central role in merging digital assets with public equity markets.
As of now, Strive continues to set itself apart in the landscape of corporate bitcoin treasuries, both through its growing balance sheet and by maintaining a debt-free strategy aimed at maximizing shareholder returns.
Bitcoin’s price could be due a move upwards as the supply of the leading cryptocurrency on exchanges shrinks.
That’s according to a researcher at data firm CryptoQuant, who wrote in a Monday report that bitcoin on exchanges has dropped to 2.67 million from 2.8 million since February.
The price of bitcoin was recently $83,485, unmoved over a 24-hour period but up 8% over the past 30 days after having its best quarter in years. Its surge in August and September has led a number of analysts to declare the bear market is over.
“If buying demand continues to improve while exchange supply remains low, BTC could benefit from a supply-demand imbalance, creating favorable conditions for a longer-term upward trend,” the report by on-chain researcher Rei Researcher read.
It added: “More importantly, in recent weeks, bitcoin has recovered from its lows while exchange reserves have continued to decline. This is a notable development, suggesting that the supply readily available for trading is decreasing even as the market recovers.”
The report further noted that it was possible investors were taking bitcoin off exchanges to put in cold storage solutions.
Bitcoin’s price was mostly trading under $65,000 for the first half of 2026. The coin spent most of this year in a bear market following the all-time high of $126,080 it hit in October 2025.
But that all changed in August. News that the U.S. Treasury would double the size of its liquidity-support buyback operations, weakening the dollar but strengthening bitcoin and other non-yield bearing assets.
Now, the so-called debasement trade — where investors throw money at an asset to hedge against a currency losing its value — is hot again. Bitcoin is benefiting from the trade, analysts say, as it did in 2024 and 2025.
Bitcoin’s price is still more than 30% below its record.
Mathew Di Salvo
Mathew is a reporter who's covered the space since 2019, reporting on everything from Salvadoran president Nayib Bukele's Bitcoin bet to crypto exchange FTX's bankruptcy.
Arch Lending dorovná stávající bitcoinové rezervy komunitního fondu Altgeld Bitcoin Reserve v chicagské čtvrti Altgeld Gardens a podpoří finanční vzdělávání.
Arch Lending becomes a founding private-sector supporter of the Altgeld Bitcoin Reserve, a community-owned Bitcoin reserve in Chicago's Altgeld Gardens recognized by the Illinois House
, /PRNewswire/ -- Arch Lending, the U.S.-based alternative-asset lending platform operated by ChainFi, Inc., today announced its support for the Altgeld Bitcoin Reserve (ABR), a community-owned Bitcoin reserve established in Altgeld Gardens, a Chicago Housing Authority community on the city's far South Side.
Arch Lending has committed to match the reserve's existing holdings, alongside support for ABR's community education and financial-literacy programming. The announcement comes on the eve of the first anniversary of ABR's recognition by the Illinois House.
Arch and ABR Partner
The Altgeld Bitcoin Reserve was founded in early 2025 by Tolbyus Shephard, who grew up in Altgeld Gardens, with the support of Bernadette Williams, president of the Altgeld Gardens Local Advisory Council. On October 14, 2025, the Illinois House adopted House Resolution 446, which recognized ABR as the nation's first community-run Bitcoin reserve and commended Altgeld Gardens for its leadership in financial empowerment.
Altgeld Gardens: A History of Resilience and Community Empowerment
Built in the 1940s to house Black World War II veterans, defense workers, and their families, Altgeld Gardens has a long history of community organizing and resilience.
The neighborhood later became known as the "Toxic Doughnut" because of the industrial pollution, landfills, and waste facilities surrounding it. Resident Hazel Johnson became a pioneer of the environmental justice movement, founding People for Community Recovery in 1979 to campaign for safer living conditions. In the 1980s, a young Barack Obama worked alongside Altgeld residents as a community organizer, years before becoming President of the United States.
For Tolbyus Shephard, who grew up in Altgeld Gardens, the reserve builds on that history by creating a community-owned financial asset intended to benefit future generations.
"As someone who grew up in Altgeld Gardens, I founded the Altgeld Bitcoin Reserve (ABR) with a simple belief: if nations, states, wealthy individuals, and major institutions can build long-term financial reserves to secure their futures, why can't underserved communities do the same? Our communities deserve the opportunity to build, own, and preserve wealth for generations to come," said Tolbyus Shephard, founder of the Altgeld Bitcoin Reserve.
Ownership rather than programming
ABR was built around a question that community development rarely asks: not what programs a neighborhood receives, but what it can permanently own.
The reserve operates under multisignature custody with public proof-of-reserves, allowing residents and the public to verify its holdings directly on the Bitcoin network. Its governing framework prohibits speculative trading, lending, leverage, private withdrawals, and personal enrichment. Reserve Bitcoin is not loaned, pledged as collateral, or rehypothecated under any circumstances.
Alongside the reserve, ABR runs financial-literacy and Bitcoin education programming for residents, including the ABR Bitcoin School for young people, parents, and seniors without technical or financial backgrounds. In March 2026, the organization held a community summit at the Altgeld Community Center, bringing residents together with local leaders.
"Most of what reaches a community like Altgeld arrives as a program, and programs end," said Himanshu Sahay, Co-Founder of Arch Lending. "An asset the community holds and can independently verify is a different proposition. We are supporting this as a contributor, not as a lender. The Bitcoin belongs to the reserve, and nothing about our involvement changes that."
"Altgeld has received investment before. What it has not had is something it owns outright and can pass on," said Shephard. "Private partners taking this seriously is what moves it from an idea to something residents can see."
"A year ago, the Illinois House recognized Altgeld Gardens as home to the nation's first community-run Bitcoin reserve," said Illinois State Representative John M. Cabello, Assistant Minority Leader. "This reserve has always been about education, resilience, and generational wealth for underserved neighborhoods. Private partners stepping in to support it is the kind of innovation and community-centered progress we should be encouraging across Illinois."
A model built to be repeated
ABR describes Altgeld Gardens as a proof of concept for a broader Community Bitcoin Reserve framework, with common standards for custody, transparency, education, and governance that other communities could adopt. The organization has engaged officials in Chicago and Illinois about how such a model might be supported, and related legislation remains under consideration in the Illinois General Assembly.
Arch Lending receives no ownership interest, repayment right, investment return, or governance authority in the reserve, and does not control reserve transactions.
ABR is also open to additional community and private-sector contributions as it works to grow the reserve and expand its financial-literacy and Bitcoin education initiatives.
Supporting the Altgeld Bitcoin Reserve
Individuals and organizations can donate Bitcoin directly to the reserve through communitybitcoinreserve.org. Select Altgeld Gardens using the orange marker on the map, scroll to the bottom of the page, and generate a Bitcoin address. Donations made this way go directly to the Altgeld Bitcoin Reserve.
About Arch Lending
Arch Lending is a U.S.-based lending platform that lets holders of alternative assets borrow against their holdings without selling. It supports Bitcoin, Ethereum, Solana, XRP, PAX Gold, and Tether Gold as collateral. Eligible client assets are held 1:1 in segregated custody with Anchorage Digital, a federally chartered bank and qualified custodian, and are not rehypothecated. Arch Lending is operated by ChainFi, Inc. Learn more at archlending.com.
About the Altgeld Bitcoin Reserve
The Altgeld Bitcoin Reserve is a Bitcoin-only, long-term community reserve established in Altgeld Gardens, Chicago. It was recognized by the Illinois House through House Resolution 446 in October 2025. Learn more at communitybitcoinreserve.org.
Metaplanet získal 52 miliard JPY prostřednictvím bezúročných konvertibilních dluhopisů splatných v roce 2031, aby splatil bitcoinový dluh ve výši 23,6 miliardy JPY a odkoupil vlastní akcie.
Metaplanet raises 52 billion yen, or 328 million dollars via zero-coupon bonds, to restructure its debt and buy back its own shares. A major maneuver that secures its 44,000 Bitcoins without liquidation risk.
In brief Metaplanet issues 52 billion yen of zero coupon convertible bonds due 2031. The company Metaplanet repays 23.6 billion yen of Bitcoin-backed debt. An amount of 28.3 billion yen is allocated to buy back the company’s own shares. This financial strategy protects the entire war chest of 44,000 Bitcoins held. The Japanese company listed on the Tokyo Stock Exchange (TSE: 3350) continues to make waves in the corporate world and the world of Bitcoin(BTC). Metaplanet officially announced the issuance of yen convertible bonds called “Euro-Yen” with zero coupon due 2031 for a total amount of 52 billion yen, or approximately 328 million dollars. According to the excerpt from Metaplanet’s official statement:
The issuance of these bonds aims to improve the company’s debt structure and ensure financial flexibility by replacing part of our existing interest-bearing borrowings with long-term, unsecured, interest-free funds.
Thanks to this zero rate (0%) structure, the company secures long-term capital over 5 years without burdening its income statement with monthly interest. At the end of September 2026, the company’s cash already amounted to 44,000 bitcoins, confirming its position as an Asian giant in digital asset reserves.
The net proceeds from this fundraising estimated at about 51.9 billion yen have been allocated to two clear strategic objectives:
Repayment of Bitcoin-collateralized loans (~23.6 billion ¥): Metaplanet will use about 23.6 billion (149.2 million dollars) yen starting November 2026 to repay part of its Bitcoin-backed credit line. This decision aims to bring the debt ratio back below the maximum threshold of 10% of the net asset value of Bitcoin held (BTC NAV).
Massive share buyback program (~28.3 billion ¥) Between October and December 2026, up to 28.3 billion yen (178.9 million dollars) will be allocated to buy back treasury shares. This share buyback program allows absorbing up to 8% of the shares outstanding, a powerful lever to increase the value per share for all investors.
By replacing short-term debt backed by volatility with long-term interest-free capital, Metaplanet eliminates any risk of forced sale (liquidation) of its Bitcoin reserves in case of temporary market decline. Here is a summary of the key figures of the operation:
Indicator / ParameterValue & DetailsTotal amount raised52.0 billion ¥ (~328 million $)Type of securityZero coupon convertible bonds (due 2031)Interest rate (Coupon)0.0 %
BTC debt repayment~23.6 billion ¥ (planned in Nov. 2026)Treasury share buyback~28.3 billion ¥ (up to 8% of capital)Current Bitcoin reserves44,000 BTC (as of 09/30/2026) By adopting a financial engineering inspired by Strategy, Metaplanet strengthens its balance sheet while protecting its 44,000 bitcoins. This cleanup plan eliminates liquidation risk and enhances shareholder value in the long term.
Maximize your Cointribune experience with our "Read to Earn" program! For every article you read, earn points and access exclusive rewards. Sign up now and start earning benefits.
Join the program
A
A
Lien copié
Eddy S.
The world is evolving and adaptation is the best weapon to survive in this undulating universe. Originally a crypto community manager, I am interested in anything that is directly or indirectly related to blockchain and its derivatives. To share my experience and promote a field that I am passionate about, nothing is better than writing informative and relaxed articles.
DISCLAIMER
The views, thoughts, and opinions expressed in this article belong solely to the author, and should not be taken as investment advice. Do your own research before taking any investment decisions.
Wealth Enhancement Advisory Services has raised its Bitcoin ETF holdings from $22 million to $33 million, according to its latest Form 13F filing for the second quarter of 2026.
What the filing shows
Wealth Enhancement Advisory Services, LLC is a registered investment advisor and a subsidiary of Wealth Enhancement Group. An RIA is a firm that manages money for clients and owes them a fiduciary duty, meaning it is legally required to act in their best interest.
The firm’s total assets under management sit at around $120 billion. Its 13F-reported equity and ETF positions were estimated at about $59.8 billion as of June 30, 2026.
The 13F is a quarterly disclosure that large institutional managers file with the SEC, covering their stock and ETF holdings at quarter end.
A spread across several funds
The Bitcoin exposure is not concentrated in a single product. The firm holds a stake in the Fidelity Wise Origin Bitcoin Fund (FBTC), along with the ARK 21Shares Bitcoin ETF (ARKB) and the VanEck Bitcoin ETF (HODL).
The FBTC position was valued at approximately $4.2 million as of June 30, 2026, down from earlier valuations in the $11 million to $15 million range. So the overall Bitcoin ETF number rose while the Fidelity position shrank.
The roster also includes BITX, a leveraged product, and QBF, a structured product.
The broader institutional picture
13F filers collectively raised their Bitcoin ETF positions by approximately 1.3% during the second quarter of 2026, despite overall ETF outflows over the same period.
Bitcoin ETFs also accounted for 22.4% of total US spot ETF AUM in the quarter.
Wealth Enhancement Group has grown largely through acquisitions, and that expansion has brought portfolio diversification that now includes Bitcoin ETF exposure.
What this means
The shrinking FBTC stake alongside a larger total is worth flagging for anyone tracking issuer competition. Spot Bitcoin ETFs hold essentially the same underlying asset, so issuers compete on fees, liquidity and distribution relationships, and allocations can shift between them without any change in overall Bitcoin conviction.
The presence of leveraged and structured products like BITX and QBF points to varied client needs. 13F data arrives after the quarter closes, so it shows where a firm stood, not where it stands today.
Disclosure: This article was edited by Vivian Nguyen. For more information on how we create and review content, see our Editorial Policy.
Super League koupila první bitcoin za 83 041,40 USD před hlasováním akcionářů o transakci, v jejímž rámci by od společnosti Metaplanet získala 2 100 bitcoinů.
Super League Enterprise has bought its first Bitcoin. Just one, for $83,041.40.
The Nasdaq-listed company (NASDAQ: SLE) made the purchase days before shareholders vote on a deal that would bring 2,100 Bitcoin onto its books.
One coin, filed with the SEC
The purchase happened on October 10, 2026. Super League disclosed it in an SEC Form 8-K filed on October 13.
The company framed the buy as a first step. It is exploring Bitcoin as a treasury asset that would sit alongside its cash. It did not announce a formal commitment.
CEO Matt Edelman described the transaction as an inaugural acquisition. He tied it to the company’s plan to combine a Bitcoin treasury strategy with its existing gaming and media operations.
The Metaplanet deal waiting in the wings
Super League signed an agreement with Metaplanet Inc. (TSE: 3350) on August 18, 2026.
Metaplanet is Japan’s third-largest corporate Bitcoin holder globally. Under the deal, it plans to contribute 2,100 Bitcoin plus $2.5 million in cash.
In exchange, Metaplanet would receive approximately 95.7% of Super League’s common stock.
The treasury contribution from Metaplanet was initially valued at around $132 million in August. By early October, that figure had risen to about $179 million.
Shareholders are scheduled to vote on the deal on October 16, 2026. If approved, closing is expected in the fourth quarter of 2026.
After closing, Super League would take a new name: Superplanet Inc.
The agreement also includes a 5-year lock-up on Metaplanet securities once the transaction closes.
Why buy one coin first
Buying a single Bitcoin before receiving 2,100 of them does serve a practical purpose. Holding even one coin forces a company to sort out custody, accounting treatment and internal controls.
Those systems need to work at scale if the Metaplanet deal closes. Starting small lets the company test the plumbing while the stakes are low.
What this means for shareholders and the market
For existing Super League shareholders, the October 16 vote is the main event. Approval would dramatically change the company’s balance sheet and ownership structure.
With Metaplanet set to own approximately 95.7% of the stock, current holders would control a small slice of a much larger, Bitcoin-heavy company.
The jump in deal value from about $132 million to roughly $179 million reflects Bitcoin price movement between signing and the vote.
For Metaplanet, the deal offers a path into US markets through a Nasdaq listing. The combined company aims for access to both US and Japanese financial markets.
Edelman’s stated intent is to run the Bitcoin treasury alongside existing operations, not instead of them.
The shareholder vote lands on October 16, 2026, and closing is targeted for the fourth quarter. Until then, Super League’s Bitcoin treasury consists of exactly one coin.
Disclosure: This article was edited by John Chen. For more information on how we create and review content, see our Editorial Policy.
Tesla drží 8 430 BTC v hodnotě přibližně 960 milionů USD; oproti hodnotě kolem 250 milionů USD při pořízení jde za čtyři roky o nárůst přes 710 milionů USD.
Tesla, led by CEO Elon Musk, now reports Bitcoin holdings valued at approximately $960 million, reflecting the company’s persistent position as one of the largest corporate holders of the cryptocurrency. Despite significant price fluctuations in the crypto market, Tesla’s Bitcoin portfolio has remained largely unchanged since 2022, underscoring the firm’s commitment to its digital asset strategy.
Consistent corporate Bitcoin backingThe electric vehicle giant first entered the cryptocurrency market in February 2021, purchasing $1.5 billion worth of Bitcoin in a move that captured headlines across the financial sector. Shortly after, as Bitcoin reached record prices, Tesla’s holdings temporarily exceeded $2 billion, peaking around $2.5 billion at one stage.
Throughout the crypto market’s volatility, many corporations reduced or liquidated their Bitcoin positions. Tesla, however, has largely maintained its stake, demonstrating a different approach from its peers. Only select adjustments were made, primarily in 2021 and 2022, when the company sold some of its assets during periods of market stress.
As reported by Arkham, a blockchain analytics platform, Tesla currently holds 8,430 BTC, with the last major asset movement taking place following the May 2022 market downturn, which was linked to the LUNA collapse.
Mini dictionary: Arkham is a blockchain intelligence platform that tracks and analyzes on-chain asset flows, providing data transparency for digital asset markets.
Bitcoin holdings surge despite market volatilityTesla’s crypto journey has included several high-profile transactions. After its landmark buy in early 2021, the company sold 4,670 BTC to secure liquidity and later made further adjustments during tumultuous market conditions. Nonetheless, Tesla’s remaining Bitcoin balances stayed steady at roughly 8,430 BTC throughout 2022 and beyond.
When Tesla acquired its current Bitcoin holdings, the total value stood at about $250 million, reflecting a much lower BTC price in 2021. Recent market appreciation to around $960 million marks an increase of more than $710 million over the past four years, excluding realized gains from prior sales.
This significant valuation gain places Tesla among the most prominent corporate holders of Bitcoin globally. Industry analysts see this as a demonstration of long-term confidence in the digital currency’s potential.
Tesla’s steadfast approach has resulted in a marked increase in the value of its Bitcoin holdings, ensuring it remains a leading example of large-scale corporate participation in the crypto market.
Tesla continues to maintain its position amid renewed interest and ongoing volatility in digital assets. The firm’s total paper gains from its Bitcoin investment, now estimated at over $710 million, highlight both the rewards and risks facing publicly traded companies entering the crypto sector.
YearBTC HoldingsValue at AcquisitionCurrent Value2021~8,430 BTC$250 million$960 millionTesla’s notable Bitcoin position continues to fuel conversations about corporate crypto treasury strategies and the evolving role of digital assets in mainstream finance.
Sberbank, Russia's largest bank, has received approval to offer Bitcoin, Ethereum, and USDT transactions.
Sberbank, Russia’s largest bank, has received approval from the Central Bank of Russia to offer cryptocurrency trading services. The bank is reportedly beginning to test Bitcoin, Ethereum, and USDT transactions within its mobile application.
Sberbank reportedly plans to open cryptocurrency transactions to all its customers starting December 1st. This will allow users to access supported digital assets through the bank’s app without having to send funds to a separate cryptocurrency exchange.
In early October, Sberbank was also added to the list of digital custodians responsible for maintaining records of cryptocurrency assets and digital rights.
The bank stated that the authorizations granted will enable the provision of cryptocurrency services through the banking platforms that customers currently use.
Sberbank has announced plans to launch its first cryptocurrency products on December 1, 2026.
Besides Sberbank, eight other companies are on the list of authorized cryptocurrency trading platforms. These include VTB and T-Bank, two of Russia’s major banks, as well as T-Invest Lab, which operates within the same group.
The law on digital currencies and digital rights, which came into effect in Russia on September 1, 2026, created a comprehensive legal framework for cryptocurrency transactions in the country.
According to the new regulation, cryptocurrency transactions can be carried out through existing exchanges, brokerage firms, and custody service providers. In addition, specially authorized cryptocurrency exchanges and digital custody organizations can also operate.
While digital assets can be bought and sold through cryptocurrency exchanges, digital custody institutions ensure that the rights to these assets are registered.
*This is not investment advice.
Follow our Telegram and X account now for exclusive news, analytics and on-chain data!
Trhy přisuzují prosincovému zvýšení sazeb Fedu o 25 bazických bodů pravděpodobnost 69 %, což spolu s 18měsíčním maximem dolaru zvyšuje tlak na bitcoin.
Cleveland Fed President Beth Hammack said that restrictive monetary policy is appropriate to return inflation to 2%. She also favors making smaller rate adjustments quickly rather than waiting and risking a larger correction later.
Rate futures now point to a hike in December, and the US dollar sits near an 18-month high. Meanwhile, Bitcoin (BTC) has slipped in October, historically one of its strongest months.
Why Hammack Wants the Fed to Move Early and in Small StepsHammack, a voting member of the Federal Open Market Committee (FOMC), spoke at the National Association for Business Economics annual meeting. She said the breadth of current price pressures means inflation will take some time to reach 2%.
August data shows the size of that gap. The personal consumption expenditures (PCE) price index, the Fed’s preferred inflation gauge, rose 3.4% annually. Core PCE, which excludes food and energy, came in at 3%.
Inflation has now run above target for more than five years. Hammack said long-run inflation expectations have stayed anchored through that stretch, but she warned against taking that for granted.
“With each passing month, persistently elevated inflation raises the risks of an inflationary mindset becoming entrenched in the economy,” Hammack said.
The Fed has already started tightening. It raised rates in September for the first time in 3 years, and minutes from that meeting signaled another hike without a timeline. Hammack also raised the prospect of hikes in July, linking artificial intelligence (AI) demand to price pressure.
Follow us on X to get the latest news as it happens
Rate Bets and a Stronger Dollar Test Bitcoin’s UptoberTraders expect that next hike to come in December. CME FedWatch data shows an 84.7% chance of a move at the December 9 meeting.
Most of that probability, 69%, sits on a 25 basis point hike. For October 28, traders see a 79.5% chance of a hold, up from 51% a month earlier.
Target Rate Probabilities for the December 9, 2026 Fed Meeting. Source: CME FedWatchThose hike bets have lifted the US Dollar Index (DXY) to an 18-month high. Higher rates make dollar assets more attractive, which can draw money away from riskier markets such as crypto.
Bitcoin trades at $81,661, down 2.56% over the past 24 hours, according to BeInCrypto Markets. That leaves BTC about 35% below its all-time high of $126,080, set on October 6, 2025.
Bitcoin Price Performance, 24-Hour Chart. Source: BeInCrypto MarketsCoinGlass data shows BTC is down 1.89% so far in October. The month has historically been one of Bitcoin’s strongest, with only 3 red Octobers since 2013: 2014, 2018 and 2025.
October also opens Q4, which has averaged a 71.43% gain since 2013, the highest of any quarter. Wednesday’s September Consumer Price Index (CPI) data gives traders a fresh read before the Fed meets on October 28.
Futures also assign a 15.7% chance to a larger 50 basis point hike in December. Whether that tail grows or fades could decide if Bitcoin salvages its October.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
A Bitcoin whale has transferred 4,582 BTC worth approximately $377.6 million to five addresses after holding the coins for more than six years, as Bitcoin faces renewed selling pressure near $83,000.
Summary
A Bitcoin whale transferred 4,582 BTC worth approximately $377.6 million across five separate receiving addresses. Four receiving addresses obtained 1,000 BTC each, while the fifth received approximately 582 BTC separately. The original wallet received its Bitcoin in March 2020, when holdings were worth $40.8 million. Another dormant Bitcoin wallet transferred 4,500 BTC worth $375.7 million after four years of inactivity. CryptoQuant analyst Darkfost reported negative Coinbase premiums, suggesting relatively stronger selling pressure among U.S. participants. Blockchain analytics platform Lookonchain reported the transfer on October 12, identifying the sender as wallet 18VmXvkF4cgLi35RtMiHHDpvMjUCyVpQ9x. The coins were divided among five receiving addresses, with four obtaining 1,000 BTC each and the fifth receiving approximately 582 BTC. The recipient wallets had not moved their funds at the time of the initial analysis.
Bitcoin whale moves $378 million after years of holding According to Arkham’s blockchain records, the sending wallet originally received 4,582 BTC on March 3, 2020. The holdings were valued at approximately $40.8 million at the time, when Bitcoin was trading near $8,900. At the valuation reported for Monday’s transfer, the same balance was worth roughly 9.3 times its original value.
The funds originally came from Bitcoin address 17VX1BEjYVyBMi2vw6nXDrpwMvCSweHZot. Blockchain records indicate that the wallet retained nearly its entire balance through the market crash of March 2020, when Bitcoin briefly dropped below $4,000 following the outbreak of the COVID-19 pandemic.
Although the wallet is being described as dormant for six years, its transaction history shows a small outgoing payment in August 2024. The transfer involved 0.009 BTC, with the remaining funds returned to the same wallet. Monday’s movement was therefore its first major transfer since receiving the coins in March 2020, not its first outgoing transaction of any size.
At the time of reporting, the five recipient addresses had not been identified as exchange deposit wallets. Lookonchain did not establish whether the addresses belonged to different owners or were controlled by the original holder. No confirmed sale accompanied the transfer, leaving its purpose unknown.
The movement adds to a series of large transfers from dormant Bitcoin wallets recorded during 2026. In July, another wallet that had remained inactive for more than eight years transferred 5,908 BTC worth approximately $383 million. Onchain records in that case did not establish that the coins had been sold.
Another dormant Bitcoin whale transfers 4,500 BTC The latest transaction follows another large Bitcoin transfer involving a long-inactive wallet. Last week, address bc1q4hm96naa2ydcqlxpwlvljvrnt5svm8ejcqnhj0 moved approximately 4,500 BTC worth $375.7 million after more than four years of inactivity.
The transaction was separately identified through blockchain monitoring, with the funds transferred to another Bitcoin address. Available records did not establish whether the owner intended to sell, move assets into custody or reorganize holdings across wallets.
Combined, the two reported movements involved approximately 9,082 BTC valued at $753.3 million using their respective transaction-time prices. The transfers occurred on different dates and came from separate wallets, with no established connection between their owners.
Similar activity has been recorded throughout the year. In July, Arkham identified a wallet that transferred 2,931 BTC worth approximately $188 million after seven years without major activity. The holder had acquired the coins when Bitcoin traded near $6,500, leaving the wallet with substantial unrealized gains before the transfer.
Onchain monitoring firms track long-held coins through measures including Coin Days Destroyed and Spent Output Age Bands. CryptoQuant uses such indicators to examine when older Bitcoin holdings become active. Movements involving long-held coins can accompany selling activity, although wallet transfers alone do not establish whether the owner has liquidated any assets.
CryptoQuant warns of stronger Bitcoin selling pressure in U.S. Meanwhile, CryptoQuant analyst Darkfost has reported growing selling pressure among U.S. market participants during October. His assessment focuses on the Coinbase Premium Index, which compares Bitcoin prices on Coinbase with those on Binance.
Bitcoin Coinbase premium index, source: CryptoQuant According to the analyst, the volume-weighted version of the indicator has remained deeply negative for several days, suggesting weaker demand or stronger selling activity on Coinbase. The methodology gives more weight to larger transactions, reducing the influence of smaller trades on the reported price difference.
Darkfost interpreted the negative readings as evidence that institutional and professional market participants using Coinbase were selling more aggressively than traders on Binance. The comparison does not directly identify individual sellers, and a negative premium cannot independently establish the volume of institutional Bitcoin sales.
His assessment follows a period of weaker U.S. demand. On October 12, CoinGlass data showed the Coinbase Bitcoin Premium Index had remained negative for 19 consecutive days, reaching approximately -0.12%. The measure compares Bitcoin’s trading price on Coinbase with prices elsewhere in the market.
CryptoQuant has previously examined institutional demand through the Coinbase Premium Index, using the indicator to track relative buying pressure from U.S.-based market participants. Persistent negative readings indicate a price discount on Coinbase, although the indicator covers activity from different categories of investors.
Darkfost attributed the latest weakness partly to macroeconomic conditions, including rising government bond yields, persistent inflation concerns and a stronger U.S. dollar. He pointed to the Dollar Index climbing above 102, its highest level since April 2025, as financial markets responded to geopolitical and economic uncertainty.
The analyst argued that higher borrowing costs and reduced liquidity were discouraging professional investors from taking additional exposure to Bitcoin. His interpretation remains a market assessment and does not establish a direct connection between the Coinbase premium and the 4,582 BTC whale transfer.
Bitcoin price struggles as large wallet movements continue Bitcoin traded near $83,500 at press time, down approximately 1% over 24 hours, after falling to around $81,220 earlier in the session. The movement followed several days of price weakness as traders monitored exchange activity, macroeconomic developments and large onchain transfers.
During the same period, QCP Capital maintained a fourth-quarter base-case trading range of $80,000 to $90,000 for Bitcoin. The firm’s assessment identified $80,000 as an important support area and suggested that a sustained move above $87,000 could bring $94,000 into focus. The levels represent QCP’s market outlook, not confirmed future prices.
U.S. government-linked Bitcoin transfers have attracted attention during the recent market decline. Between October 7 and 8, government-associated wallets moved approximately 9,261 BTC worth $770 million to Coinbase Prime. The transactions involved several groups of seized assets, including Bitcoin linked to the Bitfinex hack.
Blockchain records documenting the U.S. government’s $770 million Bitcoin transfers did not confirm that the coins had been sold. Coinbase Prime provides both custody and trading services, meaning a transfer to the platform cannot independently establish liquidation.
Separately, publicly listed Bitcoin mining company MARA Holdings transferred approximately 996.105 BTC worth $81.13 million to Galaxy Digital and another associated address on October 9. Lookonchain identified the transactions, although the available blockchain records did not establish that MARA had completed a sale.
The MARA Holdings Bitcoin transfers occurred as Bitcoin traded near $82,300, with market data showing continued weakness in short-term technical indicators. The mining company’s reported transactions did not include a publicly confirmed sale price or completed disposal agreement.
Disclosure: This article does not represent investment advice. The content and materials featured on this page are for educational purposes only.
Bitcoin rebounded on Tuesday as U.S. Treasury yields and the dollar eased slightly, giving risk assets including cryptocurrencies some breathing room.
The flagship cryptocurrency was 1% higher on the day at $83,813, bouncing back after slipping as low as $81,222 overnight.
Stocks related to artificial intelligence are caught in a global selloff, while crypto assets are holding up better. Bitcoin is increasingly decoupling from its strong correlation with tech stocks over 2026. Asian chipmakers saw heavy losses Tuesday on valuation concerns, rising Chinese competition, and persistent geopolitical conflicts, making investors increasingly cautious.
Bitcoin's next big test is Wednesday's Consumer Price Index report, analysts at Bitfinex said in a note. U.S. inflation data will offer some clues on future interest-rate decisions by the Federal Reserve and could set the tone for crypto assets this week.
"The question for this week is whether Wednesday's U.S. Consumer Price Index (CPI) report changes the rate and yield outlook enough to give bitcoin room to move, and whether spot demand is there to carry it," the firm said. An upward movement in prices would potentially demonstrate improved spot demand, as would an improvement in net inflows into bitcoin ETFs, the analysts added.
Meanwhile, bitcoin treasury firm Strategy Inc., which holds the largest bitcoin reserve of any public company in the world, announced a new purchase on Monday. The firm bought 250 bitcoins, bringing its total ownership to 848,250 coins, at an average buying price of $75,444 across its treasury. This is the second purchase the bitcoin treasury company made since the start of the month, according to Strategy's data. Its purchases are often a catalyst for how bitcoin moves in a given trading day. Strategy shares fell 1.1% on Monday.
Binance 10. listopadu 2026 ukončí provoz těžebního poolu pro Bitcoin i služeb Cloud Mining, Pool Savings a Transaction Accelerator. Těžaři musí před tímto termínem přejít k jinému těžebnímu poolu.
Binance will discontinue its Bitcoin mining pool and related services on November 10, 2026, the exchange said in an official announcement published October 13. The shutdown covers Binance Pool, Pool Savings, Cloud Mining, and the Transaction Accelerator, and it requires miners to move their hardware to another pool before the cutoff.
Binance described the decision as part of an ongoing review of its products and services and did not cite a specific reason for the exit.
What Binance Is Shutting Down
The discontinuation covers the core mining pool alongside a cluster of adjacent products, including Pool Savings, Cloud Mining, and the Transaction Accelerator. Telegram hashrate alerts, email notifications, and the mining pool API services will also be retired.
At 07:00 UTC on November 10, Binance will disconnect mining connections and disable its Stratum URLs and mining endpoints. Hashrate submissions and mining shares received after that time will no longer be accepted, processed, or credited.
Binance Pool is expected to keep operating under normal conditions until the cutoff, and eligible mining shares submitted before 07:00 UTC will be included in the final reward calculation. On November 10, Binance will also remove all links to Binance Pool from its homepage.
What Miners Must Do Before the Cutoff
Binance is directing users to disconnect from the pool and reconfigure their miners to a different pool before November 10 to avoid interruptions. Anyone holding active Pool Savings positions should redeem them before the service ends, and miners should complete any required identity verification by 23:59 UTC on November 10 to help ensure eligible rewards are processed.
Outstanding rewards, balances, and settlements will be processed after the cutoff, subject to product rules, account status, and compliance checks. Binance Pool pages will remain viewable for 14 days, until November 24, for historical data and payout records.
An Exchange Steps Back From Mining
The retreat reverses years of mining expansion by the exchange, which had built out cloud mining products and added new coins to its pool. It also lands amid turbulence in the mining sector, where once-leading pool Poolin filed for Chapter 11 bankruptcy.
For affected miners, the practical consequence is a forced migration: those who do not switch pools before the cutoff will see their hardware stop earning until it is reconnected elsewhere.
AUTHOR
A freelance writer with a passion for crypto, delivering insightful and accurate content on blockchain and fintech. With a knack for translating complex concepts into accessible content, Eric produces well-researched articles, blog posts, and thought leadership pieces that cover the latest trends and developments in the digital finance space. His writing is aimed at educating and engaging both newcomers and industry experts, offering fresh insights into the world of cryptocurrencies, decentralized finance (DeFi), and blockchain innovations. Eric’s dedication to quality and accuracy makes him a trusted voice in the fintech and crypto communities
Podle Lorenza Valenteho z ARK Invest se přibližně 70 % dotazů poradců týká kvantového rizika. Očekává, že Bitcoin před dnem Q přejde na nové kryptografické podpisy.
On Unchained, ARK Invest's Lorenzo Valente said wealth managers mostly ask about quantum risk, not token metrics, and that he is more confident than a year ago that Bitcoin will move to new signatures in time.
ARK's Lorenzo Valente says most adviser questions are about quantum risk
Posted October 12, 2026 at 10:57 pm ET.
Professional money managers who ask ARK Invest about crypto mostly want to know about quantum computing, not token economics, according to Lorenzo Valente, ARK’s director of research for digital assets.
Valente estimated on Unchained, in a livestream recorded Oct. 12, that “probably 70%” of the questions ARK fields from registered investment advisers and wealth-management platforms concern quantum risk. They ask whether the signatures securing blockchains will have to be replaced and which networks have the better plan, he said. Metrics insiders assume such clients track, like token inflation or protocol revenue, are largely unknown to them, he added.
Host Laura Shin said on the show that she found it “impressive that they’re that sophisticated.” Valente suggested a reason: quantum “is more of a general technology that they’ve heard also like in other fields.”
Get Unchained’s crypto news in your inbox with the free Unchained Daily newsletter.
A Long Forecast, Shortened by AI
Valente was clear that quantum is not his own research area. “I’m not the one specifically that, that has done the work on that,” he said on the show, adding that ARK’s internal view places the threat roughly 10 to 20 years out. He also noted, “I’m not a cryptographer.”
The discussion came days after researcher Justin Drake wrote on Oct. 7 that ECDSA, the elliptic-curve signature scheme behind Bitcoin and Ethereum keys, could break “in the worst case in months not years,” citing AI’s rapid progress in math. Unchained covered the debate that followed. The speed of AI advances has made it much harder to set timelines for investment theses, Valente said, calling the situation “definitely scary.”
More Optimistic on Bitcoin
Asked how Bitcoin can handle the threat, Valente said ARK has been in talks with large industry players and with core developers, and that it is in a “consortium with MicroStrategy and some of the other companies that are thinking about this.”
That group is the Bitcoin Security Consortium, which Strategy, formerly MicroStrategy, announced in July with ARK, BlackRock, Coinbase, Fidelity Digital Assets and others among its founding members.
Valente said he now expects Bitcoin to find a solution before Q-Day, the point at which a quantum computer could break today’s cryptography, and make the transition. “I was much more worried a year ago,” he said. “I think people are aware of this, and they’re working on it.”
Valente said ETF issuers, exchanges, developers and miners all now have a stake, and that “there are just more companies that are depending on Bitcoin right now than, like, two or three years ago.”
Related Listen: One Type of Post-Quantum Cryptography Is Most Popular. Why Is Crypto Trying Out Three?
AI-assisted content: This article was produced with the assistance of AI tools and was reviewed, edited, and fact-checked by a member of the Unchained editorial team before publication.
The U.K. High Court has ruled in a multi-billion-dollar Bitcoin clawback legal battle regarding the 61,000 BTC seized during one of the largest crypto money laundering cases in history.
The recent October 12 ruling could prove to have massive financial ramifications for around 16,000 Chinese fraud victims looking to claw back their money.
Instead of being able to recoup some of Bitcoin's mind-blowing price gains, investors may only be able to collect their initial investment plus interest.
HOT Stories
As per the official ruling, Mr. Justice Turner ruled that the law in China must be applied to decide whether the investors have the right to ownership of the seized cryptocurrency. Importantly, though, the court still has not ruled on whether they actually have these rights or not. Hence, the fate of this Bitcoin fortune is still up in the air.
Bitcoin scam breakdownThe saga begins back in 2014, when Chinese citizen Qian Zhimin (aka Yadi Zhang) formed Tianjin Lantian Gerui Electronic Technology. It was through this entity that Qian would create a web of fraudulent investment schemes.
Between 2014 and 2017, the firm lured in investors with promises of profitable returns on investments in the digital currencies space, senior care services, and more.
You Might Also Like
Per court filings, they managed to get investors to sign up to 128,409 investment agreements that brought in a total of around 40.23 billion yuan ($5.9 billion, per current approx. exchange rates). Of that total, some investors received payouts of 34.1 billion yuan as per the structure of a Ponzi scheme.
Qian then took some of the money and used it to buy Bitcoin. It was determined that from June 2014 to June 2017, over 100,000 BTC was purchased using an account on the crypto exchange Huobi.
Fast forward to October–November 2018, when British police raided properties connected to Qian and her co-conspirator Jian Wen. They seized electronic devices and private keys related to the crypto. This investigation led to the seizure of over 61,000 BTC.
The significance of the new rulingThe new ruling comes as British prosecutors and Chinese investors spar over who is entitled to claim ownership of the massive stash of Bitcoin.
The Chinese investors were hoping to use English property law to their advantage. This would give them the right to follow the trail of their money through to the new Bitcoin purchased by Qian.
This would potentially enable the victims to assert their rights over the crypto itself, beyond just trying to get their initial investment money back.
However, Turner sided with the prosecutors, arguing that the vast majority of the fraudulent statements, investment agreements, payments, and initial Bitcoin purchases had a Chinese connection.
On Sunday, the 11th of October, Bitcoin [BTC] bounced 1.68% to reach a local high of $84,199. The $84.5k local resistance was not tested.
Across the crypto market, the past 24 hours saw $208.64 million in liquidations, $148.79 million of them positioned short.
Short squeeze and opportunistic buy wall behind Sunday’s move Bitcoin faced $50.86 million in liquidations, and $42.69 million (83.9%) worth of short positions taken out. The price pushed up toward the cluster of short liquidations around $84k before receding.
Source: Maartunn on X Crypto analyst Maartunn observed in a post on X that the bid/ask ratio briefly jumped to 0.3 to show strong buying pressure during the price move into the short liquidations overhead.
Source: Darkfost on X At $83k, 53% of the wealth invested in Bitcoin was above the market price. Hence, buying BTC at this level would leave one better off than just over half the BTC investors, wrote crypto analyst Darkfost.
There were two key clusters to watch out for. The $84k-$85k zone is the largest distribution zone, and investors are expected to react to this zone. A break of this level could be a sign that the trend favored the buyers once again.
Meanwhile, the $77k-$79k and also the $64k-$65k areas to the south were key support zones to watch.
The Bitcoin bull run is only getting started Source: Axel Adler Jr. The Bitcoin Young Supply Index has risen from 1.4 to 13.2 since June, as prices rose from $59k to $84k. Higher readings on the metric point to a stronger shift toward younger supply, a sign of new money entering the ecosystem.
The index’s reading was still relatively low, but comparable to the 2015 and 2019 early-stage market recoveries.
Source: Joao Wedson on X Analyst Joao Wedson used the Realized Cap Impulse scores to highlight that the market was still in an accumulation-to-neutral zone, rather than a bull run underway. There was space for a more sustainable bullish trend to emerge.
Investors need not worry about being late to the bull run – it appears the run is yet to start.
Final Summary The Bitcoin price surge above $84k on Sunday was driven by a sudden uptick in buying pressure targeted at taking out a cluster of overhead short liquidations. Short-term caution is still the play, but in the long term, the bull run has yet to get going properly.
Bitfinex Securities otevřela tokenizovanou nabídku kapitálu pro Liberty Bitcoin Accumulation Fund, který cílí na čistý roční výnos 8–12 % v BTC. Neočekává se, že vznikne sekundární trh.
13 October 2026 | 00:14 An 8%-12% annual target in Bitcoin can sound like a return earned by holding BTC. The Liberty Bitcoin Accumulation Fund pursues it through active trading strategies run by external managers.
The product in one view
Target
8%-12% a year in BTC terms
Return source
Quantitative trading strategies
Investor receives
An economic interest in a fund
Important limit
No secondary market is expected
How Liberty seeks a Bitcoin-denominated return Bitfinex Securities has opened tokenized capital raises for two CMCC Global products: the dollar-denominated Crest Fund and the Bitcoin-denominated Liberty Bitcoin Accumulation Fund, or LBAF. Its listing information describes LBAF as a Cayman Islands segregated-portfolio fund of hedge funds, with tokens representing economic ownership under the relevant fund documents.
Liberty targets a net annualised return of 8%-12% in Bitcoin terms. The figure is an investment objective. Its materials describe the investment as speculative, warn that principal can be lost and state that the fund may fail to meet its objectives.
To pursue that target, the fund allocates across 10-20 quantitative, market-neutral managers and trading pods. Its stated methods include market making, funding-rate and basis arbitrage, volatility strategies and cross-venue trading.
How the strategy is meant to work
1. Find a market difference
A manager may identify a gap between spot and futures prices, funding rates, volatility levels or trading venues. 2. Build and manage a hedge
The trade is designed to limit exposure to Bitcoin’s direction while seeking to capture that pricing or financing difference. 3. Measure the result in Bitcoin
The investor’s target is expressed in BTC, even though performance may be affected by trading costs, losses and fund expenses. These strategies seek to make the return less dependent on Bitcoin rising or falling. Their outcome still depends on manager skill, reliable execution, liquid markets and counterparties that can meet their obligations during periods of stress.
A poor hedge, a venue outage, a counterparty failure or a pricing gap that closes early can produce losses. Market-neutral trading reduces directional exposure; it does not remove the operational and trading risks involved in pursuing the target.
What sits behind the token balance An LBAF holder does not direct the fund’s basis trades, market-making books or volatility positions. CMCC Global and the underlying managers make allocation and trading decisions, while the token represents the investor’s economic interest in the structure.
That relationship shapes the practical rights attached to the investment. Fees, performance calculations, reporting and redemption procedures come from the offering memorandum and subscription documents, which remain more important than the fact that the interest is recorded through digital-asset infrastructure.
Read the legal claim, not only the token label
The token gives an investor a digital record of an interest in the fund. The fund documents define the economic rights attached to that interest, including how capital is valued and returned.
The same issue appears whenever an onchain instrument represents a conventional financial product. A tokenized stock can provide a legal entitlement instead of direct shareholder registration. A tokenized fund interest also needs to be read alongside the legal claim it represents.
Liquidity has three separate layers Liberty’s website says no secondary market for interests in the fund exists or is expected to develop. That disclosure limits what “tokenized” means for an investor seeking a quick exit: the technology can record a fund interest, while the fund’s liquidity terms still control access to capital.
Layer Question for the investor Fund redemption When can capital be requested, and which notice periods, gates or withdrawal limits apply? Secondary transfer Is there an eligible buyer able and permitted to receive the interest? Strategy liquidity Can underlying managers close positions and return capital when the fund needs to meet redemptions? Investor classification, KYC and anti-money-laundering requirements can narrow the potential pool of buyers. Meanwhile, a fund’s ability to meet a redemption request can depend on the liquidity of its strategies, exchanges and counterparties.
Crest and Liberty use different measuring sticks Crest and Liberty use a similar fund-of-funds approach, though they frame success in different currencies. Crest is dollar-denominated and seeks to outperform a multiple of U.S. Treasury bills. Liberty measures its objective in Bitcoin.
Liberty could generate a positive return in BTC while the dollar value of the investment falls during a steep Bitcoin decline. Crest could achieve its dollar objective during a period in which Bitcoin rises far more quickly. The more relevant benchmark depends on whether an investor is managing dollar spending, a BTC treasury or a broader portfolio.
Tokenization changes administration, not the investment itself Tokenization can provide a digital framework for issuance, investor records, eligibility checks and administration. Those features may help issuers and eligible investors manage a private-market fund interest through regulated digital-asset infrastructure.
The investment case still depends on the managers, their strategies and the terms governing capital. Before treating “Bitcoin yield” as a simple product category, investors need to understand how the target is pursued, where losses can emerge and how they can exit the fund.
This article is provided for informational purposes only and does not constitute investment, legal or tax advice. Fund targets are not guaranteed returns. Investors should read the relevant offering memorandum, subscription documents and risk disclosures before investing.
Author
Kosta has reported on cryptocurrency markets and blockchain infrastructure since 2020, bringing over six years of hands-on experience in the crypto industry built through daily tracking of markets, trends, and emerging blockchain developments. Specializing in Bitcoin on-chain analysis, institutional ETF flows, and digital asset price action, his work at Coindoo has been cited by other news agencies and consistently covers market developments with a focus on data-driven reporting across Bitcoin, Ethereum, Solana, and XRP. Over the years, Kosta has contributed to multiple crypto media outlets in different regions, authoring over 6,000 articles across the sector. His reporting spans cryptocurrency markets and the broader fintech industry, tracking not only price action but also the technological and regulatory forces shaping the ecosystem. To support his analysis, Kosta actively leverages on-chain data and metrics from leading platforms such as Santiment, Glassnode, and CryptoQuant, enabling deeper, evidence-based market insights. He believes in the power of transparency and the data that underpins the blockchain ecosystem. His academic background in Marketing Management from Denmark further complements his analytical approach, adding a strong understanding of communication strategy and content positioning to his work.
Prodejní opce tvořily tento týden 53,5 % objemu bitcoinových opcí. Poměr put/call u opcí s expirací 16. října dosáhl hodnoty 1,43, což ukazuje na zvýšené zajišťování proti poklesu.
Bitcoin traders spent the week shopping for insurance. Bearish options accounted for 53.5% of Bitcoin’s options volume this week, according to data shared on X. The post framed the shift as a sign of institutional demand for downside protection.
A selloff, then a scramble for hedges
Bitcoin fell roughly 7.3% from a peak of $86,728 to a low of $80,394 on October 8. As of October 12, Bitcoin had stabilized in the $83,500 to $83,750 range.
That bounce did not calm the options market. For the October 16 expiry, the put-to-call ratio hit 1.43, which means puts outnumbered calls by 43%.
A put option gives the holder the right to sell at a set price, so it pays off when prices fall. A call does the opposite and profits when prices rise.
Around $451 million in notional value for those near-term puts sits at strike prices between $76,000 and $80,000.
The bigger picture still leans bullish
Total Bitcoin options open interest across platforms sits somewhere between $37 billion and $37.45 billion. Calls make up about 60% of that total. Open interest put-to-call ratios have hovered between 0.66 and 0.71, which is firmly call-leaning.
Much of that call positioning targets longer-dated strikes, such as $95,000.
Volatility and the macro backdrop
The 30-day at-the-money implied volatility ranged from 34% to 35.7% during the period. Realized volatility, which measures how much prices actually moved, came in at about 37% to 38%.
When realized volatility runs above implied, options are pricing in calmer conditions than traders have recently lived through, which can make protection look relatively cheap compared with recent price action.
Overall sentiment in the options market shifted from a calls-richer stance to a puts-bid posture. Traders have also been positioning ahead of releases like the FOMC minutes, which can move risk assets as investors parse the Federal Reserve’s thinking on rates.
What this means for traders and investors
The research points to institutional participants protecting against bearish moves rather than abandoning their longer-term view on Bitcoin.
The concentration of puts at $76,000 to $80,000 deserves attention. Large clusters of open contracts at specific strikes can become reference points that traders watch closely as expiry approaches. The October 16 expiry is the near-term date to monitor, with a put-to-call ratio of 1.43 tied to that date.
With open interest in the tens of billions, derivatives positioning is no longer a side show to spot trading. If realized swings stay elevated and implied volatility catches up, protection gets more expensive, and late hedgers pay the premium.
Disclosure: This article was edited by Vivian Nguyen. For more information on how we create and review content, see our Editorial Policy.
Bitcoin při intradenním poklesu 12. října klesl pod 82 000 USD, což během 15 minut vedlo k likvidaci dlouhých kryptoměnových pozic v hodnotě zhruba 120 milionů USD.
Bitcoin slipped below $82,000, and leveraged bulls paid for it almost immediately. Roughly $120 million in long positions across crypto were liquidated in the span of 15 minutes.
What happened in those 15 minutes
The drop pushed Bitcoin under the $82,000 mark during intraday trading on October 12. As the price fell, exchanges began forcibly closing leveraged long positions, which are bets that the price would keep rising.
That forced selling is called a liquidation. It also tends to feed on itself, because every automatic sell order adds more downward pressure on the price.
Data from platforms including CoinGlass and Hyperliquid pointed to heavy long exposure among traders heading into the move.
CoinGlass reported that long positions made up the bulk of the liquidations in recent events. Shorts, the traders betting on declines, had a considerably better afternoon.
By the latest readings, Bitcoin was changing hands in the low $82,000 range. Traders were watching a support zone between $81,300 and $82,000, a band where buyers have previously stepped in.
Not the first wobble this month
On October 8, Bitcoin dropped below $81,000, touching intraday lows of approximately $80,400 to $80,500. That earlier slide triggered over $1 billion in liquidations within 24 hours, mostly on the long side. A further $696 million in related liquidations came alongside it.
Compared with that, Sunday’s $120 million flush looks almost restrained. The speed, though, is the notable part: the October 8 figure accumulated over a full day, while the latest one landed in a quarter of an hour.
Both declines followed a run that took Bitcoin to highs in the $85,000 to $87,000 range earlier in October. Profit-taking near the $87,000 peak helped kick off the retreat.
US spot Bitcoin ETFs reportedly saw outflows of $487 million in a single day, which removes a meaningful source of steady buying.
No significant regulatory actions or protocol changes were reported around this stretch of price action. The swings appear tied more to traders unwinding leverage than to any single fundamental headline.
The bounce pattern
After earlier sharp drops, Bitcoin has rebounded fast, at one point climbing back above $83,000.
What this means for traders and investors
The $81,300 to $82,000 support band is the near-term level to watch. A clean break below it could trigger another round of forced selling if traders remain heavily leveraged.
A single $487 million outflow day doesn’t define a trend, but continued redemptions would mean less institutional demand absorbing the selling when leveraged traders get flushed.
The October 8 low near $80,400 also serves as a reference point. Revisiting that level would put the market back where the $1 billion-plus liquidation day bottomed out.
Disclosure: This article was edited by Vivian Nguyen. For more information on how we create and review content, see our Editorial Policy.
ARK Invest navzdory letošní stagnaci či poklesu Bitcoinu nadále zastává pětiletou investiční tezi a považuje jej za digitální zlato i peníze bez nutnosti povolení.
ARK Invest holds its 5-year Bitcoin thesis despite a flat year. Lorenzo Valente breaks down its Big Ideas report, digital gold, and institutional adoption.
Bitcoin has been flat to down this year, but ARK Invest isn’t changing its view. Lorenzo Valente, Director of Research for Digital Assets at ARK Invest, explains why the firm looks at Bitcoin on a five-year horizon and still believes it’s very early in the Bitcoin journey. He discusses ARK’s Big Ideas report, Bitcoin’s role as digital gold and permissionless money, and what still keeps institutional money on the sidelines.
Chapters:
0:00 – ARK Invest’s Lorenzo Valente on How Wall Street Sees Bitcoin Now
1:36 – ARK’s Big Ideas Bitcoin Price Target for 2030
2:51 – How Stablecoins Changed ARK’s Emerging Market Bitcoin Thesis
4:53 – The Rise of Tokenized Stocks and Real-World Assets
7:13 – What Tokenized Stocks Can Do That Brokerage Accounts Can’t
9:35 – Higher Rates, Inflation, AI and Bitcoin’s Macro Outlook
12:49 – Which Tokenization Business Models Will Win?
15:41 – Exporting U.S. Assets Offshore Through Tokenization
17:34 – ARK’s Bitcoin Outlook for the Next 12 to 18 Months
18:29 – The Four-Year Cycle and What to Watch Next
DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.
Patrick Green
Patrick Green is an Assistant Producer and Channel Manager on the multimedia team at Bitcoin Magazine, focusing on production, content distribution, and channel strategy across the network.
Index strachu a chamtivosti kryptoměn klesl z maxima 82 bodů dosaženého 26. srpna na neutrálních 56 bodů. Bitcoin minulý týden oslabil přibližně o 6 % na 81 749,83 USD.
In brief
The Crypto Fear and Greed Index fell to 56 (neutral) on Monday from 67 a week earlier and an Aug. 26 peak of 82, the highest reading of the year.
Bitcoin dropped about 6%, from $86,978 to $81,749.83, as oil topped $101, the 30-year Treasury yield reached 5.70% and spot.
Myriad traders now give 45% odds of Biticoin hitting $87,500 and 56% odds of BTC dropping to $80,000 in October, both lower than on Oct. 7.
After a red hot summer lifted Bitcoin and the rest of crypto out of a brutal bear market, sentiment has now clearly shifted, bucking typically reliable seasonal trends.
Bitcoin is now trading just above $82,000, down close to 5% for the week, and the cryptocurrency market’s Fear and Greed Index fell to 56 on Monday, a “neutral” reading, after reaching “extreme greed” in late August.
Myriad: How low will Bitcoin go? Click to make your prediction.The Fear and Greed Index is a 0-to-100 gauge that measures investor appetite, where 0 is extreme fear and 100 extreme greed. The index peaked at 82 on Aug. 26, its high for the year, and read 68 a month ago.
Bitcoin peaked at $86,978 early last week and slid as low as $81,749.83 on Oct. 8, a drop of about 6%, before recovering to roughly $83,800 on Monday. That leaves the largest cryptocurrency about 34% below its all-time high of above $126,000, set on Oct. 6, 2025 back when extreme greed was the norm.
That slide marked a rough stretch that extended until August of this year. The August rally led to a 24.9% increase in the price of Bitcoin, enough for industry participants such as Fundstrat co-founder and Bitmine Chairman Tom Lee and Crypto Quant’s Kim Yong Yu to announce the end of the bear market.
But the increased appetite for crypto bets has now cooled, at least for now, as the Fear and Greed Index indicates.
Spot Bitcoin ETFs lost $484.9 million last week on Wednesday, their worst day since June, and another $244.1 million the following day. A $21.1 million inflow on Friday left the funds down a net $386.3 million for October while Ethereum funds extended their outflow streak to nine days, with $635 million out this month.
In terms of catalysts, macroeconomic headwinds have weighed on Bitcoin and the rest of crypto.
Brent crude topped $101 a barrel last week as ship attacks around the Strait of Hormuz piled up, and the 30-year Treasury yield hit 5.70%, its highest since 2002. Stocks, gold and Bitcoin sold off together that day, which points to a macro trade rather than a crypto problem. Brent is trading near $110 today, even after President Donald Trump said the U.S. would not engage in war at least until November.
Oil is an input cost for shipping, manufacturing, farming and travel, so a sustained jump in crude tends to filter into consumer prices. Higher inflation makes it harder for the Federal Reserve to cut interest rates and more likely to raise them, which is the path the central bank's latest minutes describe.
Bond investors respond by demanding higher yields, since inflation erodes the fixed payments Treasuries make. Because the Treasury yield is the benchmark "risk-free" return, a 30-year paying 5.70% pulls money away from riskier bets and raises borrowing costs across the economy. Bitcoin pays no yield and trades alongside stocks as a risk asset, so rising yields and rate-hike expectations tend to push it lower, as they did on Oct. 7.
The background likely explains why the Fear and Greed Index has dropped so much. Traders are more cautious, especially with high risk assets such as Bitcoin.
Traders on Myriad, a prediction market developed by Decrypt's parent company Dastan, give Bitcoin a 45% chance of touching $87,500 in October. That is down from 55% on Oct. 7. The odds of Bitcoin reaching $90,000 have slipped to 28% from 36%.
Myriad traders are also now pricing in 56% odds that Bitcoin drops to as low as $80,000, followed by 33% odds for a drop to $77,500 and 20% odds on $75,000.
Daily Debrief NewsletterStart every day with the top news stories right now, plus original features, a podcast, videos and more.
QCP Capital uvádí, že Bitcoin má silnou podporu kolem 80 000 USD; trvalý průraz nad rezistenci na úrovni 87 000 USD by mohl otevřít cestu k 94 000 USD.
After surpassing $84,000 during the day, Bitcoin retreated back to $82,000, and the recent recovery has shifted attention to critical resistance levels.
At this point, the analysis firm QCP Capital states that Bitcoin has found strong support around $80,000 and the most critical resistance ahead is $87,000. The analyst also notes that if BTC experiences a sustained breakout above $87,000, the price could test $94,000.
Selling Pressure on Bitcoin is Decreasing! In its latest assessment, QCP Capital noted that a year has passed since the historic liquidation wave in the cryptocurrency market on October 11 last year, and that Bitcoin has shown a more stable appearance in recent months.
At this point, the analytics firm noted that although recent news of the US government’s large-scale Bitcoin transfers and attacks on Ledger hardware wallets has created concern in the market, a sell-off on the expected scale has not materialized.
According to the company, although Bitcoin has struggled to break above the $87,000 level in recent days, it is holding onto its support around $80,000.
Bullish Expectations Dominate the Options Market! The analysis firm also examined the options market and stated that options indicators suggest a decrease in investor demand for hedging against downside risks.
At this point, QCP Capital noted that there is significant open interest in bullish butterfly spreads expiring at the end of October, with strike prices of $90,000, $95,000, and $100,000. This suggests that expectations for Bitcoin reaching higher levels are prominent in the options market.
However, the company noted that implied volatility remains high, adding that uncertainty in price movements persists.
US Inflation Data Could Be Decisive! The analysis company recently stated that there are significant developments this week that could also affect Bitcoin. According to QCP, the US Consumer Price Index (CPI) and Producer Price Index (PPI) data to be released this week, along with statements from Federal Reserve officials, are crucial for determining Bitcoin’s direction.
The renewed strengthening of interest rate hike expectations following the CPI and PPI data could put pressure on risky assets. Conversely, positive data and market conditions, along with sustained price action above $87,000, could bring the $94,000 target into focus.
*This is not investment advice.
Follow our Telegram and X account now for exclusive news, analytics and on-chain data!
Bitcoin klesl pod 83 000 USD a před otevřením amerických trhů byly zlikvidovány dlouhé pozice v hodnotě téměř 42 milionů USD; za 24 hodin dosáhly likvidace zhruba 696 milionů USD.
Bitcoin dropped below $83,000, and the traders betting on higher prices paid for it. Nearly $42 million in long positions were liquidated before US stock markets even opened.
That early-morning wipeout was reportedly part of a bigger purge. Close to $696 million in positions were cleared out across a 24-hour window, mostly from longs.
What actually happened The move came on October 8, 2026, according to research compiled on the event. Intraday lows were reported in a range between $82,880 and $83,500, depending on the venue and the data source.
The dip did not last long. Bitcoin recovered to around $83,100 shortly afterward, putting it back above the line it had just fallen through.
A liquidation, for the uninitiated, is what happens when a trader borrows money to amplify a bet and the market moves the wrong way. Once losses eat through the trader’s collateral, the exchange closes the position automatically. Nobody asks for permission.
Those forced closures are sell orders in a long-heavy market. Sell orders push the price lower, which triggers more liquidations, which push the price lower still.
The research describes this particular episode as a leverage flush rather than a response to some big new piece of news. Trading volumes were relatively quiet, and analysts tracking the move did not tie it to any meaningful change in market fundamentals.
The backdrop: oil, outflows, and a familiar price zone Oil prices were rising on geopolitical tensions in the Middle East, adding a layer of macro anxiety to risk assets in general.
Bitcoin exchange-traded funds were also seeing ongoing outflows. When the institutional on-ramp is running in reverse, it removes a steady source of buying that might otherwise cushion a dip.
Meanwhile, open interest in Bitcoin derivatives had been climbing. Open interest measures the total value of outstanding futures and perpetual contracts, so a high reading means lots of positions waiting to be either rewarded or punished.
Liquidation trackers such as Coinglass were central to measuring the damage. On-chain activity on platforms like Hyperliquid, where perpetual futures trade transparently, also showed sizable leveraged positions stacked up in the market.
Bitcoin had recently traded at highs between $85,000 and $87,000, and profit-taking after that run appears to have contributed to the pullback. Traders who bought near the top and leveraged up were the most exposed when the price slid back toward the low $83,000s.
Why $83,000 keeps showing up Throughout 2026, the $83,000 to $84,000 band has acted as a critical inflection point for Bitcoin, according to the research. Breaks through this area have repeatedly set off liquidation cascades, with totals often running into the hundreds of millions of dollars.
What this means for traders and investors Bitcoin did not keep falling after breaking below $83,000, and it reclaimed that level quickly. The research characterizes the move as mechanical unwinding, not a sustained wave of selling.
The nearly $42 million in pre-market liquidations and the roughly $696 million cleared over 24 hours are a reminder that leverage cuts both ways, and usually faster on the way down.
For longer-term investors, elevated open interest and crowded positioning near a well-known price zone are conditions that tend to produce these flushes. Watching derivatives data from trackers like Coinglass and on-chain leverage on venues like Hyperliquid can offer early clues about when the market is getting top-heavy.
Disclosure: This article was edited by Vivian Nguyen. For more information on how we create and review content, see our Editorial Policy.
Michael Saylor’s Strategy continues its Bitcoin accumulation and STRC preferred stock repurchase last week. As a result, MSTR stock price jumped on Monday, extending last week’s upside momentum.
Michael Saylor’s Strategy Expands Bitcoin Treasury to 848,250 BTC Largest corporate Bitcoin treasury acquired 250 BTC for $21.5 million at an average price of $86,194 per Bitcoin. The latest purchase comes from MSTR at-the-market (ATM) offerings and USD Cash, according to the official announcement on October 12.
The company now holds 848,250 BTC, purchased for almost $64 billion at an average cost of $75,444 per coin. The company is sitting at almost $6 billion in unrealized profit, as Bitcoin holdings are worth more than $70 billion at the current market price
In addition, Strategy repurchased $192.4 million of STRC preferred stocks and reported $4.88 billion in USD reserves, alongside $640.5 million in additional cash. Executive chairman Michael Saylor’s Strategy earlier added 334 Bitcoin and maintained STRC stock buyback.
Notably, $354.8 million remains available under the digital credit securities repurchase program, with $1.0 billion still authorized for MSTR common-stock buybacks.
Michael Saylor confirmed Bitcoin holdings and $5.5 billion in total USD assets. He also revealed a USD duration of 3.5 years and a 52 bps BTC credit for STRC, calculated assuming 10% BTC ARR, 40% BTC volatility, and a BTC price of $82,252.
MSTR Stock Jumps MSTR stock price is up 0.56% in premarket trading on Monday as Strategy acquired more Bitcoin. The stock closed 1.89% higher at $154.34 in the previous session, consistent with broader Bitcoin and crypto market recovery.
As per Yahoo Finance, MSTR shares is up more than 16% in a month. Also, it has given better returns in the last 6 months. Wall Street analysts remain bullish on Strategy, with the latest being Barclays raising its price target to $175 from $160.
As CoinGape reported, President Donald Trump increased MSTR stock holdings, purchasing $1,001–$15,000 worth of shares in the Bitcoin treasury company.
Meanwhile, Bitcoin price pared earlier gains and holds above $83,000 at the time of writing. The price plunged from a 24-hour high of $84,231 after recent tensions in the Middle East as Houthis strike Saudi Arabia, causing oil prices to jump slightly.
Polymarket data shows 64% of prediction market participants expect Bitcoin price to reach $90,000 by December 31, 2026.
Bitcoin‘in ayı piyasasının sona yaklaşıyor olabileceği iddiası yeniden gündemde. Coin Bureau’nun paylaştığı Glassnode grafiğine göre Bitcoin’in MVRV oranı 1,54’e ulaştı ve 365 günlük ortalaması olan 1,44’ün üzerine çıktı. Bu görünüm, 2019 ve 2023’teki piyasa toparlanmalarında görülen sinyale benziyor.
Grafikteki benzerlik, Bitcoin’de yükseliş beklentilerini güçlendirebilir. Ancak göstergenin pozitif bölgeye geçmesi, yeni bir boğa piyasasının başladığını veya mevcut düşüş döneminin kesin olarak sona erdiğini kanıtlamıyor. Asıl önemli nokta, Bitcoin’in değerleme göstergesindeki iyileşmeyi kalıcı fiyat hareketleriyle destekleyip destekleyemeyeceği.
Bitcoin MVRV Oranı 1,54 Ne Anlama Geliyor?
MVRV, Bitcoin’in piyasa değerini gerçekleşmiş değeriyle karşılaştıran bir zincir üstü göstergedir. Gerçekleşmiş değer, Bitcoin’lerin blokzincirde en son hareket ettiği fiyatları esas alır ve yatırımcıların toplam maliyet tabanını tahmin etmeye yardımcı olur.
MVRV oranının 1,54 olması, Bitcoin’in piyasa değerinin gerçekleşmiş değerinin yaklaşık 1,54 katına ulaştığını gösteriyor. Glassnode grafiğinde daha önemli ayrıntı ise bu oranın 365 günlük ortalamasını aşması.
Güncel grafikte MVRV 1,54 seviyesinde bulunurken yıllık ortalama 1,44 olarak gösteriliyor. Aradaki 0,10 puanlık fark, göstergenin uzun vadeli ortalamasının üzerine çıktığını ortaya koyuyor. Bu nedenle MVRV momentumu pozitif bölgeye geçmiş durumda.
Ancak MVRV tek başına bir fiyat tahmin aracı değil. Gösterge, piyasa değerlemesindeki değişimi izlemeye yardımcı oluyor; Bitcoin’in bundan sonra hangi yönde hareket edeceğini kesin olarak söylemiyor.
2019 ve 2023’te Aynı Sinyal Ne Zaman Görüldü?
Glassnode grafiği, MVRV momentumunun 2019 ve 2023 dönemlerinde de yıllık ortalamanın üzerine çıktığını gösteriyor. Her iki dönem, BTC‘nin önceki düşüşlerin ardından toparlanma sürecine girdiği zamanlarla örtüşüyor.
2019’daki geçiş, 2018 ayı piyasasının ardından geldi. 2023’teki benzer hareket ise 2022’deki sert düşüşün sonrasına denk geldi. Her iki örnekte de MVRV’nin yıllık ortalamasını yeniden aşması, piyasa koşullarının iyileştiğine işaret eden göstergelerden biri oldu.
Coin Bureau’nun dikkat çektiği nokta, mevcut grafikte de benzer bir geçişin görülmesi. Bununla birlikte grafik, geçmiş dönemlerdeki sinyal ile daha sonraki fiyat performansı arasında kesin bir neden-sonuç ilişkisi kurmuyor.
Bitcoin’de Ayı Piyasası Bitti mi?
MVRV momentumunun pozitif kalması, Bitcoin’in uzun vadeli görünümü açısından olumlu bir işaret olabilir. Ancak ayı piyasasının sona erdiğini söylemek için tek bir göstergenin yeterli olması beklenemez.
2019 ve 2023 örnekleri, benzer sinyallerin geçmişte toparlanma dönemleriyle çakıştığını gösteriyor. Buna rağmen her piyasa döngüsü farklı koşullarda ilerliyor. Geçmişte işe yarayan bir gösterge, gelecekte aynı sonucu garanti etmiyor.
Üstelik MVRV oranının yıllık ortalamanın üzerine çıkması, Bitcoin fiyatının bundan sonra kesintisiz yükseleceği anlamına da gelmiyor. Piyasanın bu sinyali kalıcı bir toparlanmaya dönüştürüp dönüştüremeyeceğini zaman içindeki fiyat hareketleri gösterecek.
Şimdilik Glassnode grafiğinin verdiği mesaj, Bitcoin’in değerleme momentumunun iyileştiği yönünde. Ayı piyasasının gerçekten sona erip ermediğini ise bu sinyalin devamlılığı ve fiyatın sonraki hareketleri belirleyecek.
Bu içerik genel piyasa verilerine dayanır ve yatırım tavsiyesi değildir. Kendi araştırmanızı yapmanızı öneririz.
Son Dakika kripto para haberleri için hemen tıkla.
Konu ile ilgili yorumlarınızı bize yazabilirsiniz. Ayrıca, bu tarz bilgilendirici içeriklerin devamının gelmesini isterseniz, bizleri Telegram, Youtube ve Twitter kanallarımızdan takip edebilirsiniz.
Bitfinex očekává, že se Bitcoin bude před středečními údaji o CPI obchodovat v pásmu 81 300 až 84 500 USD; další směr kurzu určí inflace a síla spotové poptávky.
Bitfinex Alpha released a report stating that Bitcoin’s price movement this week will be influenced by Wednesday’s U.S. CPI data release and the strength of spot buying. The report predicts that before the CPI announcement, BTC will likely trade in a range of $81,300 to $84,500. It notes that BTC has fallen 7.9% from its October 2 high of $87,197, hitting a low of $80,347 on October 8 before reclaiming the previous range high of $81,300. During the same period, around $1.18 billion in crypto positions were liquidated, and open interest has not yet recovered significantly, meaning the next market move will rely more on spot market demand, which remains the weakest link in the market. The overall cost basis for Bitcoin ETF investors is approximately $84,340, slightly above the current price, so some investors may sell near their cost basis if the price rebounds. On the macro front, the U.S. core PCE inflation rate stands at 3%, and the 10-year U.S. Treasury real yield is 2.91%. The report argues that if core CPI’s month-over-month increase does not exceed 0.2%, interest rate expectations may be lowered, providing upward momentum for BTC; if it hits 0.3% or higher, spot buying will face greater pressure. The report adds that if BTC successfully breaks above $84,500 supported by ETF inflows, its next target could be the year-to-date opening price of $87,722; if it consistently falls below $81,300 and ETF outflows resume, attention should be paid to the real market average of around $77,400.
Relevant content
US crypto-related concept stocks reversed earlier losses to trade higher, with MSTR rising 2.04%.
According to market data from BIT (Bit.com), US crypto-related stocks have turned from losses to gains, with the following performance: MSTR up 2.04%, COIN up 2.08%, CRCL up 0.91%, SBET up 0.93%, BMNR up 1.01%, HOOD up 0.34%, and ABTC up 6.73%.
9 minutes ago
Palantir hits an all-time high, with U.S. AI application software stocks remaining active.
According to market data from BIT (Bit.com), U.S. AI software stocks remain active. Palantir (PLTR.US) rose over 1% to hit a new high, while ServiceNow (NOW.US), Shopify (SHOP.US), and Salesforce (CRM.US) gained more than 3%. SAP SE (SAP.US), Snap (SNAP.US), and Workday (WDAY.US) each climbed over 1%. On the news front, Bank of America Securities upgraded Salesforce’s rating from Underperform to Buy, sharply lifting its target price from $160 to $285. In its report, BofA noted that although revenue directly tied to AI still accounts for a small share, it is optimistic about the long-term prospects of the company’s enterprise AI. Additionally, Ben Schneider, chief U.S. equity strategist at Goldman Sachs, and TMT expert Pete Callahan pointed out that the AI investment narrative is shifting from semiconductor capital expenditure to application-layer areas such as the "inference economy" and personal agents. Callahan bluntly stated that "programming AI is no longer a market secret", adding that the market is urgently searching for the next major AI story.
9 minutes ago
AMD unveils Helion AI agent rack solution, with each rack supporting up to 32,768 CPU cores.
Beating AI News (from Dongcha) – AMD today announced the launch of the AMD Helion Agent AI Rack Solution. Built on an open infrastructure design compliant with Open Compute Project (OCP) specifications, the solution is engineered to meet the computing power demands of large-scale AI agent tasks, supporting flexible combinations of CPUs and GPUs. It offers two primary configurations: The first is a CPU-only rack powered by 6th Gen AMD EPYC processors, supporting up to 32,768 CPU cores, designed for hyperscale deployments, providing dedicated computing power for agent tasks and connecting to separate model inference infrastructure. The second is an integrated rack combining AMD EPYC CPUs, AMD Instinct MI350P GPUs, and general-purpose compute nodes, targeted at enterprise-grade agent AI applications. AMD states that Helion supports both liquid and air cooling configurations, allowing customers to adjust CPU and GPU resources based on their workload, performance, power consumption, and cost needs. The solution also integrates open-source software and hardware plus a built-in token router, enabling the distribution of agent model calls to both frontier and open-source models. AMD plans to submit the Helion specifications to the OCP for further community development and adoption. Currently, the solution is being developed in collaboration with ecosystem partners, with a launch scheduled for November 2026.
9 minutes ago
Head of Microsoft’s AI Agents Bets on 2027: AI Will No Longer Wait for Queries, Delivering Work Results Directly via Information Streams
Beating AI News: Nicolas Bustamante, head of Microsoft’s proactive AI Agent team, predicts AI streams will become the mainstream interaction method by 2027. Chat-based models leave too much work to users—requiring them to figure out AI’s capabilities, write prompts, provide context, and repeatedly direct agents. For billions to use agents daily, not everyone can be expected to master these tasks. Bustamante’s envisioned AI stream works like an auto-updated to-do list: AI drafts emails needing responses; when sales data refreshes, team reports are prepped. Users browse it like social media, approving, editing, or ignoring items, only turning to chat for complex issues. Meta’s Muse already proactively suggests and executes tasks. The model also has commercial logic: as users open the stream daily, AI recommends restaurants, goods or services based on their plans, with clearly labeled ads covering the agent’s operational costs.
9 minutes ago
A crypto whale reallocated its UBTC holdings into 16,700 ETH, worth $42.46 million.
According to monitoring by AI Aunt, a crypto whale address swapped its UBTC holdings for 16,704.47 ETH over the past 22 hours, worth approximately $42.46 million, at an average purchase price of around $2,541.89.
9 minutes ago
Microsoft's stock price has hit a nearly one-year high, and the company announced plans to massively deploy its in-house developed AI chips.
According to BIT (Bit.com) market data, Microsoft’s stock price hit a near one-year high, rising 0.8% intraday. On the news front, Microsoft plans to gradually increase the use of its self-developed AI chips in data centers to reduce reliance on NVIDIA GPUs. Microsoft stated that it will mainly rely on its self-developed Maia chip architecture to handle AI model requests in the future, and plans to deploy several gigawatts of computing power on the Maia series chips. Microsoft unveiled its third-generation AI accelerator chip, the Maia 300, on Monday, which is expected to enter production in 2027. Each data center rack can hold 96 Maia 300 chips, double the number of the previous-generation Maia 200; compared with GPUs, its AI token processing capacity per rack can reach up to 7 times higher, and the number of tokens processed per megawatt increases by approximately 40%. Microsoft said the Maia 300 is expected to boost AI service performance and lower data center operating costs. Evercore ISI analysts forecast that by the first quarter of 2027, Maia chips will account for around 10% of Microsoft’s AI chip spending.
Bitfinex označil 74 400 USD za klíčovou úroveň pro Bitcoin; její prolomení při pokračujících odlivech z bitcoinových ETF by mohlo zvýšit prodejní tlak.
Bitcoin geçen haftaki sert düşüşün ardından toparlanmaya çalışırken Bitfinex, yatırımcıların yakından izlemesi gereken seviyeyi açıkladı: 74.400 dolar. Bu seviye, kısa vadeli Bitcoin yatırımcılarının ortalama maliyetini gösteriyor ve ağustos ayından bu yana önemli bir eşik olarak öne çıkıyor.
Bitfinex’e göre Bitcoin’in geçen haftaki düşüşte bu seviyenin yaklaşık %8 üzerinde tutunması, son alıcıların ortalama maliyetinin üzerinde kaldığını gösteriyor. Ancak 7 ve 8 Ekim’de ETF’lerden çıkan 729 milyon dolar, toparlanmanın önündeki riskleri artırıyor.
Bitcoin İçin 74.400 Dolar Neden Önemli?
74.400 dolar, Bitcoin’in kısa vadeli yatırımcılar için gerçekleşmiş fiyatı (Short-Term Holder Realized Price) olarak öne çıkıyor. Bu gösterge, yakın dönemde Bitcoin alan yatırımcıların coinlerini en son hareket ettirdikleri fiyatlara dayanarak ortalama maliyetlerini tahmin ediyor.
BTC bu seviyenin üzerinde kaldığında son dönemde alım yapan yatırımcıların ortalama maliyetlerinin üzerinde işlem görüyor. Fiyatın bu eşiğin altına gerilemesi ise daha fazla yatırımcının zarar bölgesine geçmesine yol açabilir ve satış baskısını artırabilir.
Bitfinex, söz konusu seviyenin ağustos ayından beri korunduğuna dikkat çekiyor. Şirketin değerlendirmesine göre Bitcoin’in geçen haftaki düşüşü de bu seviyenin yaklaşık %8 üzerinde kaldı. Bu görünüm, kısa vadeli yatırımcıların maliyet tabanının henüz kaybedilmediğini gösteriyor.
Bitcoin ETF’lerinden 729 Milyon Dolar Neden Çıktı?
Bitfinex’in dikkat çektiği diğer risk, ETF akışlarındaki zayıflama. Bitcoin piyasası için önemli bir talep göstergesi olan ETF’lerden 7 ve 8 Ekim’de toplam 729 milyon dolar çıkış yaşandı.
ETF çıkışlarının sürmesi, kurumsal yatırımcı talebinin zayıfladığına işaret edebilir. Bu durum, Bitcoin’in toparlanmasını destekleyecek yeni para girişlerinin önemini artırıyor.
Fiyatın kısa vadeli yatırımcıların ortalama maliyetinin üzerinde kalması tek başına yeterli olmayabilir. ETF çıkışları devam ederken Bitcoin bu seviyeye doğru gerilerse piyasanın toparlanması daha kırılgan hale gelebilir.
Bitcoin 74.400 Doların Altına Düşerse Ne Olur?
Bitfinex’in uyarısı, Bitcoin’in mutlaka 74.400 dolara düşeceği anlamına gelmiyor. Asıl risk, fiyatın bu seviyeyi kaybetmesi ve ETF çıkışlarının aynı dönemde sürmesi.
Böyle bir senaryoda kısa vadeli yatırımcıların bir bölümü zarar bölgesine geçebilir. Bu durum satış baskısını artırarak mevcut toparlanmayı zorlayabilir.
Bitcoin’in 74.400 doların üzerinde kalması ise kısa vadeli yatırımcıların maliyet tabanının korunduğuna işaret eder. Ancak bu seviyenin korunması da tek başına yeni bir yükselişi garanti etmez.
Bu nedenle Bitcoin için takip edilmesi gereken iki gelişme var: Fiyatın 74.400 dolar eşiğine karşı nasıl hareket edeceği ve ETF çıkışlarının devam edip etmeyeceği. Bitfinex’in değerlendirmesine göre bu iki unsur, mevcut toparlanmanın gücünü belirleyecek başlıca göstergeler arasında.
Bu içerik genel piyasa verilerine dayanır ve yatırım tavsiyesi değildir. Kendi araştırmanızı yapmanızı öneririz.
Son Dakika kripto para haberleri için hemen tıkla.
Konu ile ilgili yorumlarınızı bize yazabilirsiniz. Ayrıca, bu tarz bilgilendirici içeriklerin devamının gelmesini isterseniz, bizleri Telegram, Youtube ve Twitter kanallarımızdan takip edebilirsiniz.
Kompromitovaná hardwarová peněženka Ledger s neautorizovaným implantátem by podle odhadů mohla vést ke ztrátám přesahujícím 86 milionů USD, což znovu oživilo debatu o bezpečnosti ETF ve srovnání s vlastní úschovou.
The newly discovered Ledger exploit has stirred broad industry debate over the safety of hardware wallets compared to effectively custodying Bitcoin holdings through exchange-traded funds (ETFs).
Bitcoin analyst Plan B said his then-controversial decision to move his Bitcoin (BTC) holdings to ETFs in 2025 was the right call in light of the recent Coldcard and Ledger exploits. “Zero regrets” about my ETF decision, wrote the analyst in a Monday X post.
Large holders have been converting self-custodied assets to ETFs for “enhanced security” for years, which is one of the main “selling points” for ETFs, 21Shares co-founder Ophelia Snyder told Cointelegraph in an email on Monday, adding that the recent exploits made this phenomenon part of the “public discourse.”
The remarks follow the discovery of a compromised Ledger wallet that contained an unauthorized hardware implant. Some blockchain investigators estimated that losses from these implants could top $86 million, raising questions about the security of self-custodial cold wallets.
Hardware wallets are still safe, but providers need better threat modelling: Adam Back To be sure, hardware wallets can still be secure custodial options, but providers need a better understanding of the emerging threat landscape, according to Blockstream CEO and Hashcash inventor Adam Back.
“Surprisingly few manufacturers understood the generic attacks, or so it seemed from their marketing and design choices, for the last decade. Time to catch up with threat-modelling,” wrote Back in a Saturday X post.
Source: Adam Back
However, Snyder said the main issue with self-custodial wallets is that their security depends on investors’ technical expertise and individual setup. She said:
“Without taking the time and rigor to set up properly, self-custody will always be less secure than handing over the assets to a specialist firm whose job it is to manage those protocols for you.”Bitcoin security researcher and cypherpunk Jameson Lopp also said that self-custodial wallets can be a robust option, but urged investors to avoid mass migration to create new central points of failure during rushed transactions.
Magazine: Bitcoiners turn to dice throws as self-custody setups are re-evaluated
Cointelegraph is committed to independent, transparent journalism. This news article is produced in accordance with Cointelegraph’s Editorial Policy and aims to provide accurate and timely information. Readers are encouraged to verify information independently.
Moscow Exchange od 1. prosince 2026 spustí pro retailové investory spotové obchodování s bitcoinem, etherem a USDT s ročním limitem nákupu 300 000 rublů a povinným testem znalostí.
Russia’s largest stock exchange is about to let ordinary people buy actual Bitcoin. The Moscow Exchange, better known as MOEX, is set to launch spot trading in a short list of digital assets starting December 1, 2026.
There is a catch, naturally. Retail investors will face an annual purchase limit of 300,000 rubles, or approximately $3,600, and they will need to pass a knowledge test before they can buy anything.
What MOEX is actually launching The rollout covers three assets for everyday investors: Bitcoin, Ether, and Tether’s USDT stablecoin. That’s the whole menu for anyone who doesn’t hold qualified investor status.
The bigger shift is the product itself. Until now, MOEX offered crypto exposure through derivatives, contracts that track a price without handing over the underlying asset. Spot trading means investors will own the coins rather than a bet on where they’re headed.
Qualified investors play by looser rules. They face no purchase limits and get access to a wider range of digital assets beyond the three-coin starter pack.
The legal plumbing behind the launch The trading framework rests on Federal Law No. 282-FZ, which took effect on September 1, 2026. The exchange started testing the system with professional market participants on October 1, 2026, giving itself two months of dress rehearsals before opening day.
MOEX is also taking a practical route on infrastructure. Rather than spinning up a standalone crypto venue, it will run digital asset trading through its existing systems and licenses. The exchange won’t need any new licenses beyond its current authorization as a trading organizer.
Settlement is getting outside help. MOEX is partnering with digital depositories to handle the back-end work of moving assets between buyers and sellers.
Banks are lining up too MOEX isn’t making this move alone. Sberbank and VTB, two of Russia’s major banks, are preparing digital asset services for their clients ahead of the December launch.
What this means for Russian crypto investors The three-asset limit is telling. Bitcoin and Ether are the two largest and most established crypto assets, while USDT gives investors a dollar-linked stablecoin option. Anyone hoping to trade obscure altcoins through the national exchange will need qualified investor status first.
Market analysts predict that approximately 80% of digital asset trading volume will remain in unregulated channels, highlighting the challenges of repatriating offshore crypto activity. Russians who already trade crypto through unregulated platforms have no purchase limits, no tests, and access to thousands of tokens.
For regulators, the framework creates visibility into a market that has largely operated out of view. Every trade on MOEX will be tracked, settled through approved depositories, and subject to central bank oversight.
Disclosure: This article was edited by John Chen. For more information on how we create and review content, see our Editorial Policy.
Výnos desetiletých amerických státních dluhopisů překročil 5,35 %, což zvyšuje tlak na Bitcoin; klíčová bude reakce výnosů na zářijové údaje o inflaci CPI zveřejněné 14. října.
Bitcoin’s next major move could depend on the US bond market. Treasury yields surged to their highest level in 24 years, making government bonds more attractive to investors and putting fresh pressure on cryptocurrencies.
According to Bitunix’s October market analysis, the benchmark 10-year US Treasury yield climbed above 5.35%. Bitcoin fell below $82,000, while selling spread across the wider crypto market.
The exchange warns that continued pressure from high bond yields could make a sustained crypto recovery difficult.
Why Rising US Bond Yields Threaten Bitcoin US Treasury bonds offer investors regular interest payments backed by the government. When their yields rise, investors can earn higher returns without taking the same risks associated with cryptocurrencies.
US LONG-TERM TREASURY YIELDS HIT A 24-YEAR HIGH
The 10-year yield briefly climbed to 5.35%, while the 30-year yield reached around 5.7% – levels not seen since 2002
The latest ISM services report added fresh pressure to the bond market, with the prices index rising to 74, its… pic.twitter.com/VHkzllH8dE
— BeInCrypto (@beincrypto) October 5, 2026 Bitcoin pays no fixed interest. As a result, higher Treasury yields can encourage investors to move capital into government bonds or hold cash.
Bitunix argues that this shift in investor preferences is creating additional pressure on Bitcoin and other speculative assets.
The risk extends beyond crypto. Higher yields also increase borrowing costs and can reduce the appeal of technology stocks. Bitunix reported weekly declines in crypto-linked equities, including Strategy and Circle.
However, the direction of bond yields remains critical. A sustained decline could improve investor appetite for risk and help Bitcoin recover.
Crypto Market Weakness Goes Beyond Bitcoin The broader crypto market suffered even heavier losses during October 3–9.
Bitcoin declined 3.80%, while Ethereum lost 8.39% and XRP fell 7.09%.
More importantly, only around 20% of the top 300 cryptocurrencies tracked by Bitunix recorded gains. Their median weekly return was -5.18%.
Decentralized finance tokens also struggled. Uniswap’s UNI declined 18.37%, while PancakeSwap’s CAKE lost 15.92%.
Yet speculative trading continues.
The Sandbox’s SAND rallied 57.71%, even as Bitunix found little evidence of improving project fundamentals. The exchange attributed the move primarily to trading sentiment and capital flows, although it could not establish the precise drivers.
Meanwhile, commodities followed a different path. Gold returned to $4,200, while Brent crude climbed above $100 per barrel.
SAND Token Price Rallied Over 80% in a Month. Source: CoinGecko October 14 Inflation Report Could Decide Bitcoin’s Direction The next major test comes on October 14, when the US releases September’s Consumer Price Index (CPI).
Bitunix cites an expected annual inflation rate of 3.6%, up from the previous 3.4%.
Higher-than-expected inflation could strengthen expectations that the Federal Reserve will keep interest rates elevated. Treasury yields could rise further, creating additional selling pressure on Bitcoin and other risk assets.
Conversely, softer inflation could ease pressure on bond yields and support a crypto recovery.
For traders, the key signal will be how Treasury yields react to the CPI data.
Bitunix’s central warning is that Bitcoin could remain vulnerable to further losses while US government bonds continue offering unusually attractive returns.
Disclaimer
BeInCrypto independently reports and controls this Feature. Quoted views belong to their speakers. This content is general and non-personalized; it does not consider your circumstances and is not investment research, financial, investment, legal or tax advice, or an offer, endorsement or recommendation to transact in any crypto-asset, product or service. Verify material information before acting. Crypto-assets are volatile and may result in total loss. BeInCrypto gives no warranty as to completeness, accuracy or timeliness, except where required by law.
Bitcoin climbed roughly 30% in a matter of weeks, broke a downtrend that had been building since spring, and cleared every major moving average traders follow. Then the Federal Reserve raised interest rates for the first time since 2023, the Senate trashed a major crypto bill, and two other federal regulators moved on separate crypto rules in the same stretch of days. The rally kept going anyway.
Bitcoin traded at $84,171.48 as of September 25, 2026, up 0.26% over the previous day, with a market cap near $1.7 trillion. That number, the BTC price USD quoted on Binance, tells only part of what’s actually going on. It trails Bitcoin’s all-time high of $126,198.07 by a wide margin, but it clears a resistance zone near $82,793 that chart analysts had flagged as a critical test back in early September. Clearing that level matters, since it puts Bitcoin within range of testing $90,000 and eventually this year’s peak, according to technical analysis published in the weeks before the rally accelerated. Holding there is a separate question, shaped by decisions coming out of Washington instead of anything visible on a chart.
That price action didn’t happen in a vacuum. Bitcoin’s surge coincided with a US Treasury decision to double buyback sizes for long-duration government debt, a move that eased pressure on longer-term yields and improved conditions for risk assets broadly. Weeks later, the Federal Reserve delivered its first interest rate hike since 2023, the Senate blocked a major digital asset bill in a procedural vote, and the SEC and CFTC each advanced separate crypto rulemaking within the same 48 hours. Four distinct forces, two calming and two complicating, hit Bitcoin inside a single month.
Key Takeaways Table of Contents
Bitcoin climbed roughly 30% in weeks, clearing a downtrend since May and moving above its 21-day, 55-day, 100-day, and 200-day averages. August CPI held at 3.4% annual, 2.4% core, feeding directly into the Fed’s decision to hike. The Fed raised rates 25 basis points to 3.75%-4.00% on September 16, its first hike since 2023, with another signaled before year-end. The Senate blocked the CLARITY Act on September 15 in a 49-50 procedural vote, 11 votes short of passage. The SEC and CFTC each advanced separate crypto rulemaking that same week, even as Congress stalled. Why Did Bitcoin’s Technical Breakout Happen When It Did? Bitcoin spent from May through August 2026 carving out a pattern of lower peaks, the kind of structure technical analysts read as a sign that sellers are gradually gaining the upper hand. That pattern broke in early September, and reporting carried by Kitco News traced the change back to the US Treasury’s move to expand buybacks of long-duration debt, a technical but consequential decision that improved liquidity conditions across fixed income markets and, by extension, risk assets positioned further out on the risk curve.
The rally’s technical signature was hard to miss. Bitcoin moved above its 21-day, 55-day, 100-day, and 200-day moving averages within the same stretch, and the 21-day average crossed above the longer-term lines in what chart analysts call a golden cross formation. The move nearly erased the entire May-to-July decline in one push.
Reading the Moving Averages Correctly A moving average smooths out day-to-day price noise by averaging price over a set window, giving analysts a genuinely clear read on the underlying trend. When a shorter-term average, like the 21-day line, crosses above longer-term averages, that’s generally read as confirmation that momentum has actually changed direction instead of just bouncing within a range.
That confirmation means something, but it doesn’t guarantee anything. Technical patterns describe what price has already done. They say little for certain about what happens next, particularly when a major macro event, like a Federal Reserve decision, lands on the calendar just weeks away.
Resistance and support levels give traders a working map for the next test. Chart analysis pointed to $82,793 as a key level tied to a 61.8% Fibonacci retracement of this year’s earlier decline, with the 55-week and 100-week moving averages positioned nearby to reinforce that zone. A close above it opened the door toward $90,000 and eventually a retest of this year’s peak near $97,867. On the downside, a close below $75,674 or $71,781 would point toward a return to August’s lows and, in a worse scenario, back toward the 2026 low near $57,776. Bitcoin’s move to $84,171 already puts it above that $82,793 threshold, a development the technical picture by itself couldn’t have guaranteed given how quickly sentiment can turn on a single data release.
How Does August’s Inflation Data Change the Calculation? Technical momentum tells only half the picture for an asset as sensitive to monetary policy as Bitcoin has become. The Bureau of Labor Statistics reported that the Consumer Price Index rose 0.4% in August 2026, putting annual headline inflation at 3.4% and core inflation, which strips out food and energy, at 2.4%.
Both figures landed in line with what economists had expected heading into the release, but the report still mattered enormously for markets pricing Federal Reserve policy. It arrived as the final major inflation reading before the Fed’s September meeting, and traders responded by sharply raising the odds of a rate hike at that meeting, pushing expectations from a coin-flip toward near-certainty within days. CME FedWatch data showed hike odds climbing past 90% in the days following the CPI print, a swift repricing that left little room for the eventual decision to catch traders off guard.
Inflation running above the Fed’s 2% target changes the calculation for dollar-based investors weighing exposure to volatile assets. Higher inflation erodes the appeal of holding cash, which can theoretically support hard-asset narratives like Bitcoin’s. It also leaves a central bank less room to cut rates or hold steady, a dynamic that usually supports the dollar and pressures the exact kind of risk-on positioning that had been fueling Bitcoin’s rally in the first place. Those two effects pull in opposite directions, and which one dominates often comes down to how markets read the Fed’s next move.
What’s the Fed’s Reason for Raising Rates for the First Time Since 2023? The Federal Reserve’s Board of Governors confirmed on September 16, 2026 that the Federal Open Market Committee had voted to raise its target range for the federal funds rate to 3.75% to 4.00%, a 25 basis point increase and the central bank’s first hike since 2023. The committee’s statement described inflation as elevated and said the move would support a more timely return to its 2% goal. The vote itself came back unanimous, a detail that surprised some analysts given the mixed commentary from individual Fed officials in the weeks leading up to the meeting.
That decision preserved, and technically tightened, the restrictive liquidity backdrop Bitcoin has operated under for most of the past two years. Higher rates increase the opportunity cost of holding a non-yielding asset like Bitcoin, since idle cash suddenly earns a meaningful return in a savings account or Treasury bill after the hike. Restrictive policy also strengthens the dollar as a general rule, and the dollar has historically moved inversely with BTC/USD over extended stretches. The 10-year Treasury yield approached 5% around the same window, adding a further layer of pressure across financial markets outside crypto too.
What the Fed’s Updated Projections Signal Next The committee’s updated economic projections, released alongside the rate decision, showed most officials expecting at least one more rate increase before the end of 2026. That detail carries as much weight as the hike itself, since it tells markets the Fed views this move as one step in a longer process.
Markets had priced in a high probability of this outcome heading into the meeting, which helps explain why Bitcoin didn’t sell off sharply once the decision landed. A well-anticipated hike tends to land smoothly, absorbed into positioning that’s already in place well before the announcement. The more important signal for BTC/USD going forward may come down to the timing of that second hike, along with how the Fed characterizes inflation risk in the months between meetings.
Comparing the Signals: Technical Strength vs. Macro Pressure Signal Direction What It Suggests for BTC/USD Price trend since early September Bullish Broke downtrend, cleared key moving averages Golden cross formation Bullish 21-day average crossed above longer-term lines Treasury buyback expansion Supportive Eased pressure on long-duration yields August CPI (3.4% headline, 2.4% core) Mixed Inflation elevated but in line with forecasts Fed rate hike to 3.75%-4.00% Restrictive Raises opportunity cost, typically dollar-positive CLARITY Act blocked in Senate Uncertain Stalls comprehensive federal crypto framework SEC and CFTC rulemaking advances Mixed Agency-level progress despite legislative gridlock How Should You Read BTC USD Past a Single Rally? Treating Bitcoin’s September surge as a standalone technical event misses most of what’s actually driving it. A useful framework weighs price momentum, inflation data, Treasury market conditions, and regulatory developments together instead of in isolation, since each one shapes how much conviction stands behind any given move.
Congress added its own layer of uncertainty the same week. The Senate fell short of advancing the Digital Asset Market CLARITY Act on September 15, with the procedural motion landing at 49-50, four Republican senators joining Democrats to block it and far short of the 60 votes needed to proceed. Bitcoin dipped in the immediate aftermath before recovering later that week, coverage of the vote and the wider regulatory week noted, a pattern suggesting markets treated the setback as a delay instead of a verdict. Senator Thom Tillis preserved a path for reconsideration through a procedural motion, and separately, the SEC unveiled a five-year exemption framework for tokenized US equities while the CFTC forwarded its own crypto rulemaking proposals to the White House, both landing within the same 48-hour window as the failed Senate vote.
Richard Teng, Binance’s co-CEO, addressed this same dynamic during a 2026 industry discussion at Consensus Hong Kong. “At the macro level, I think people are still uncertain about interest rate movements going forward, and there’s always the trend of geopolitics,” he said. “Those weigh on these assets such as crypto.” That uncertainty shows up directly in Bitcoin’s current price action, strength on the chart running alongside a policy backdrop that hasn’t turned friendly on either the monetary or legislative front.
Short-term trading reactions and the deeper question of supportive liquidity conditions are two different things. A single rally, however sharp, doesn’t settle that question on its own.
How Should Traders Approach Conflicting Market Signals? Pairing a dated BTC/USD quote with the relevant macro release date makes a real difference. A price checked days after a Fed decision reflects a wholly separate moment in the market from the same price checked the morning before one, and conflating the two leads to reading unearned certainty into a single number.
Scenario planning tends to serve traders well in a market pulling in two directions at once. Several structured questions can help organize that thinking:
Does the technical breakout hold above $75,674 and $71,781, or does price slip back into the prior trading range? Does core inflation cool toward the Fed’s target over the next two CPI readings, reducing the odds of that second signaled hike? Does the CLARITY Act return for another Senate vote, and does the outcome change this time? Do Treasury yields keep easing on continued buyback support, or does that tailwind fade against a nearly 5% 10-year yield? Those questions carry no settled answers yet, and that’s precisely the point. Markets that price in conflicting signals, bullish technicals against restrictive policy and legislative uncertainty, tend to stay genuinely two-sided until one force clearly overwhelms the others. Trading decisions made without acknowledging that tension tend to age poorly regardless of which direction eventually wins out.
FAQ Does Bitcoin’s technical breakout guarantee the rally continues? Not on its own. A golden cross confirms price behavior that already happened. It doesn’t function as a forecast. Fed policy, inflation data, and regulatory outcomes can all override technical momentum.
Why didn’t Bitcoin fall after the Fed’s rate hike? Markets had already baked in a solid chance of the hike, according to CME futures and the August CPI data, so the announcement itself came as little surprise.
What will change the outlook for BTC/USD from here? Easing inflation, a friendly Fed, or fresh crypto legislation news would fuel the rally. A hotter-than-expected CPI print or more regulatory troubles will make the bulls retreat instead.
Published September 25, 2026. By James Stewart, a content writer and strategist covering finance, technology, and business. He believes strong content strategy starts with genuine curiosity, and his work spans multiple industries, including crypto and traditional markets. Connect via LinkedIn.
Bitcoin (BTC), ABD’deki spot Bitcoin ETF’lerinden geçen hafta 681 milyon dolarlık çıkış yaşanmasına rağmen 84.000 dolar seviyesinin üzerinde tutunmayı başardı. Petrol fiyatlarındaki gerileme ve kripto para piyasasında artan alım ilgisi, Bitcoin’in hafta sonu elde ettiği kazanımları korumasına destek oldu. Yatırımcıların gözü şimdi 82.000 dolarlık kritik destek seviyesine ve 14 Ekim’de açıklanacak ABD enflasyon verilerine çevrildi.
Bitcoin 84.000 Doların Üzerinde: Altcoinlerde de Yükseliş Var Lider kripto para birimi Bitcoin, pazartesi günü erken saatlerde 83.500 dolar seviyesine kadar gerilemesinin ardından yeniden toparlanarak 84.050 dolar civarında işlem gördü. Bu seviye, pazar günü kaydedilen yaklaşık 84.145 dolarlık zirveye oldukça yakın bulunuyor. Bitcoin’deki toparlanma yalnızca BTC ile sınırlı kalmadı. Ethereum, XRP ve diğer büyük altcoinlerde de pozitif fiyat hareketleri dikkat çekti. BitDelta India Baş Analisti Purvang Mashru, yaptığı açıklamada şu ifadeleri kullandı:
“Toparlanma büyük dijital varlıkların geneline yayıldı ve en büyük on kripto paranın dokuzu son 24 saatte yükseldi.”
Mashru’nun paylaştığı verilere göre Avalanche (AVAX) yüzde 5,1 yükselişle 10,91 dolara ulaşırken Chainlink (LINK) yüzde 2,4 artışla 13,35 dolara çıktı. Solana (SOL) ise yüzde 1,2 değer kazandı. BNB, XRP, Dogecoin (DOGE) ve Cardano (ADA) da yükselişe katıldı.
İlginizi Çekebilir: ZEC Yatırımcıları Dikkat: Bu Seviye Kritik!
Küresel piyasalarda petrol fiyatlarının gerilemesi, kripto para yatırımcılarının yakından takip ettiği gelişmeler arasında yer aldı. ABD ham petrol göstergesi WTI vadeli işlemleri, yeni haftaya yüzde 1,8 düşüşle başlayarak 90,28 dolar seviyesine geriledi. Petrol fiyatlarındaki düşüş, ABD Başkanı Donald Trump’ın Rusya’nın uluslararası ve iç piyasalara 300.000 metrik ton dizel yakıt tedarik etmesine yönelik anlaşma açıklamasının ardından geldi. Söz konusu gelişme, Rus petrolüne yönelik ABD yaptırımlarında kısmi bir gevşeme olarak değerlendirildi.
Bitcoin ETF’lerinden Milyon Dolarlık Çıkış Bitcoin fiyatındaki toparlanmaya rağmen ABD’de işlem gören spot Bitcoin ETF’lerinde dikkat çekici sermaye çıkışları yaşandı. SoSoValue verilerine göre fonlardan geçen hafta toplam 681 milyon dolar çıkış gerçekleşti. Bu rakam, haziran ayından bu yana kaydedilen en yüksek haftalık çıkış oldu. Çıkışların büyük bölümü 7 ve 8 Ekim tarihlerinde yoğunlaşırken kurumsal yatırımcıların risk iştahına ilişkin soru işaretleri arttı.
Giottus Exchange CEO’su Vikram Subburaj, yaptığı değerlendirmede ETF akışlarının dalgalı seyrini sürdürdüğünü belirterek 7-8 Ekim tarihlerindeki güçlü çıkışların kurumsal yatırımcılar arasında temkinli bir yaklaşımı yansıttığını ifade etti.
Kripto para analistleri, Bitcoin’in yükselişini sürdürebilmesi açısından 82.000 dolar seviyesinin korunmasını önemli görüyor. BitDelta India ve Giottus Exchange uzmanları, bu seviyenin kaybedilmesi durumunda BTC fiyatında daha derin geri çekilmeler yaşanabileceğine dikkat çekiyor. Piyasaların bir sonraki önemli gündem maddesi ise 14 Ekim’de açıklanması beklenen ABD enflasyon verileri olacak. Verilerin beklentilerden farklı gelmesi, ABD Merkez Bankası’nın (Fed) faiz politikasına yönelik beklentileri değiştirebilir. Özellikle enflasyonun beklentilerin altında kalması, riskli varlıklara yönelik ilgiyi destekleyebilir.
Değerlendirme Bitcoin, spot ETF’lerden yaşanan 681 milyon dolarlık çıkışa rağmen 84.000 doların üzerinde kalmayı başararak kısa vadeli toparlanma sinyalleri verdi. Petrol fiyatlarındaki gerileme ve altcoin piyasasındaki yükselişler olumlu görünümü desteklerken kurumsal fon çıkışları ve makroekonomik belirsizlikler risk oluşturmaya devam ediyor. Yatırımcılar açısından 82.000 dolarlık destek seviyesi ve 14 Ekim ABD enflasyon verileri, Bitcoin’in bir sonraki fiyat hareketini belirleyebilecek kritik gelişmeler arasında bulunuyor.
Son Dakika kripto para haberleri için hemen tıkla.
Konu ile ilgili yorumlarınızı bize yazabilirsiniz. Ayrıca, bu tarz bilgilendirici içeriklerin devamının gelmesini isterseniz, bizleri Telegram, Youtube ve Twitter kanallarımızdan takip edebilirsiniz.
