This is a general announcement. Products and services referred to here may not be available in your region. Fellow Binancians, Binance Academy is pleased to announce that the Bitcoin Learn & Earn rewards have been replenished for the month of September 2026! Eligible new users can once again complete the optional quiz and earn 0.00001 BTC in token vouchers. Activity Period: 2026-09-01 00:00 (UTC) until further notice How to Participate Eligible new users who registered on Binance after 2026-09-01 00:00 (UTC) and complete the Learn & Earn quiz with all the correct answers can each earn 0.00001 BTC in token vouchers. Rewards are available for claims to the first 5,000 new users each month on a first-come, first-served basis. Please Note: Each user can complete the Learn & Earn only once and claim a maximum of one reward.Once all rewards are distributed, participation will close for that month.Rewards will be renewed each month, please stay tuned to our official announcements. Begin your crypto journey by learning the foundation of it all — Bitcoin. Explore the Bitcoin Page For More Information: How to Get Started with Binance Learn & EarnBinance Launches EduFi - Learn and Earn Program - to Educate Users on the Blockchain Industry Terms and Conditions: Only users who registered after 2026-09-01 00:00 (UTC) can participate in the Learn & Earn.Eligible new users are required to complete KYC to receive rewards from this activity.Illegally bulk registered accounts or sub-accounts shall not be eligible to participate or receive any rewards. Rewards are limited and are available on a first-come, first-served basis. Users may only claim the reward for the Learn & Earn after completing the respective quiz.Users will not be able to participate in this activity once all rewards are distributed. The actual value of the reward received is subject to change due to market fluctuation.Token voucher rewards will be distributed within 48 hours to qualified learners who pass the quiz. Users may check their rewards via Profile > Rewards Hub.The validity period for the token voucher is set at 14 days from the day of distribution. Learn how to redeem a token voucher.Binance reserves the right to disqualify any participants who tamper with Binance program code, or interfere with the operation of Binance program code with other software.Binance reserves the right to terminate the activity at any time without prior notice.Binance accounts can only be used by the account registrants. Binance reserves the right to suspend, freeze or cancel the use of Binance accounts by persons other than account registrants.Binance reserves the right of final interpretation of the activity. Binance reserves the right to change or modify these terms at its discretion at any time.Additional promotion terms and conditions can be accessed here.There may be discrepancies between this original content in English and any translated versions. Please refer to the original English version for the most accurate information, in case any discrepancies arise. Thank you for your support! Binance Team 2026-09-02
The days of waiting days for casino payouts are fading fast. Bitcoin has introduced a new standard for speed, transparency, and control in the digital gaming world. Players no longer need to rely on traditional banking hours or worry about chargebacks eroding their winnings. Blockchain technology removes the middleman, putting the power directly into the hands of the player. This shift is not just a minor upgrade; it is a fundamental restructuring of how money moves in the gaming sector. For those looking to experience this shift firsthand, Lucky Hills casino Canada offers a seamless entry point into the world of crypto-powered gaming, combining a robust selection of games with the instant settlement that Bitcoin provides. The platform demonstrates how modern operators leverage this technology to build trust and efficiency.
Key Facts About Crypto and Gaming Table of Contents
Bitcoin’s integration into online casinos is not just a trend; it is backed by measurable data. The numbers show a clear trajectory of adoption and user preference. Here are five surprising statistics that highlight this transformation.
In January 2026, the average Bitcoin transaction confirmation time on the Lightning Network dropped to under two seconds, making real-time slot play and instant bonus payouts a technical reality. A 2025 industry report by Statista indicated that over 48% of online casino players in North America had used a cryptocurrency for at least one deposit or withdrawal within the previous twelve months. The volatility of Bitcoin in late 2024 pushed many operators to adopt stablecoin conversion at the point of deposit, yet by mid-2025, over 60% of high-stakes players still preferred holding their winnings in BTC to capitalize on market upswings. Chargeback fraud, which costs traditional online casinos an estimated $200 million annually, has seen a 99% reduction on platforms that exclusively use blockchain transactions. By the third quarter of 2026, the global market for crypto-based gambling is projected to exceed $1.5 trillion, driven largely by the demand for provably fair algorithms that allow players to verify each game’s outcome independently. The Speed Advantage Over Traditional Banking Traditional banking methods create friction. Credit card processing can take days, and withdrawal requests often involve lengthy verification delays. Bitcoin eliminates these bottlenecks entirely. When you request a payout in BTC, the network processes it within minutes, regardless of the amount or the time of day. This immediacy changes the player experience dramatically. You win a jackpot at 2 AM, and you can have the funds in your personal wallet before your coffee brews. This speed is not just a convenience; it reduces anxiety and builds immediate trust between the player and the platform.
Furthermore, the absence of intermediaries means lower transaction fees. Banks and payment processors charge hefty percentages for handling cross-border transactions. Bitcoin transactions carry a miner fee that is often a fraction of a cent. For players who engage in frequent gameplay, these savings add up quickly. This cost efficiency allows operators to pass value back to the players through more generous bonuses and promotional offers, creating a more competitive market.
Transparency and Provable Fairness Trust is the currency of the online gaming world. For years, players had to take the house’s word that the random number generator was truly random. Bitcoin and blockchain technology introduce a concept called provable fairness. This cryptographic method allows players to verify that a game’s outcome was not tampered with. You can check the hash before you play and confirm the result after the round. This transparency is revolutionary.
This level of verification builds a stronger relationship between the player and the casino. It removes the suspicion that often clouds traditional gaming. When you see the code and verify the result, you engage with the game on a more confident level. This system also protects the operator, proving they run a fair operation. The immutable ledger of the blockchain records every transaction, creating a permanent and unalterable history of gameplay and financial activity.
The Future Landscape of Crypto Slots and Bonuses The evolution of Bitcoin in casinos points toward a future where decentralized finance (DeFi) and gaming merge completely. We are already seeing the rise of smart contracts that automatically trigger bonus payouts without human intervention. Imagine a slot machine that pays out a progressive jackpot directly to your wallet the moment the reels stop, with no manual approval process. This automation reduces overhead and eliminates the potential for human error or delay.
The integration of Web3 wallets also simplifies the user experience. You no longer need to provide extensive personal documents to start playing. You connect your wallet, and your transaction history on the blockchain serves as your verification. This privacy aspect appeals to a growing demographic of users who value their digital autonomy. As the technology matures, expect to see more gamified experiences where your in-game assets are tokenized, allowing you to trade them on open markets. The line between playing a game and investing in digital assets will continue to blur, offering a dynamic environment for both casual players and crypto enthusiasts.
Final Thoughts Bitcoin has moved from a niche payment method to a core infrastructure for modern online casinos. It offers speed, security, and a level of transparency that traditional finance cannot match. The shift towards provably fair gaming and instant settlements is not a passing fad; it is the logical evolution of an industry that thrives on trust and efficiency. As we move further into 2026, the casinos that embrace this technology will lead the market, offering players a superior and more equitable gaming experience. The question is no longer whether to use Bitcoin, but which platform will best harness its potential to redefine the thrill of the game.
Michelle DG
Michelle is an editor at CoinCentral & Blockonomi, covering the latest trends in crypto, blockchain, and digital finance. With a sharp eye for detail and a passion for emerging technologies. [email protected]
TLDR: Strategy sold 7,000 BTC near $60K to fund preferred dividends, calling it the right trade. Net debt fell from $7 billion to zero while dollar reserves grew to $7 billion. Total assets reached $72 billion, including $65 billion in Bitcoin holdings. Strategy opposes MSCI’s proposal to exclude firms with non-operating assets from stock indexes. Strategy CEO Phong Le defended two opposite Bitcoin trades as equally correct decisions during a recent Bloomberg TV interview.
Le said selling Bitcoin between $60,000 and $65,000, then buying again near $80,000, both reflected sound financial judgment. He explained that Strategy bases its choices on cost of capital rather than price direction alone.
Selling at $60K Reflected Capital Needs, Not Price Doubt Le said the earlier Bitcoin sale, covering roughly 7,000 BTC, was tied to funding preferred dividends. He described it as the right trade at the time, based on where Strategy’s balance sheet stood then.
The amount sold represented less than 1% of total Bitcoin holdings. Le said this kind of sale is part of running Strategy as an operating company, not purely a Bitcoin accumulator.
He compared the sale to financing decisions companies make around large infrastructure investments. According to Le, the goal was never to predict short-term Bitcoin price movement.
Instead, the sale addressed an immediate capital requirement using existing Bitcoin reserves. This distinction, he said, separates Strategy’s approach from simple market timing.
Over the following two months, Strategy reduced its net debt from about $7 billion to zero. During that stretch, the company also built roughly $7 billion in U.S. dollar reserves.
Total assets climbed to around $72 billion, with $65 billion held directly in Bitcoin. Le referred to this position as a fortress balance sheet.
With debt cleared and reserves strengthened, Strategy resumed Bitcoin buying near $80,000. Le said this purchase used the same cost-of-capital reasoning applied to the earlier sale.
He noted that selling MSTR shares at a premium now supports funding additional Bitcoin purchases. Le called this a two-way strategy rather than one-directional accumulation.
Buying at $80K Fits a Longer-Term Accumulation Plan Despite the earlier sale, Le stressed that Strategy remains a net accumulator of Bitcoin overall. He said the company expects to keep buying at higher price levels if conditions remain favorable.
Le pointed to $90,000, $100,000, and even $130,000 as levels where purchases could still make sense. The company views Bitcoin accumulation as a long-term financial strategy.
Alongside the Bitcoin trading discussion, Strategy and Michael Saylor formally opposed an MSCI proposal. The proposal would exclude companies holding non-operating assets from global stock indexes. Strategy argues this classification treats Bitcoin holdings inconsistently compared to other asset types.
Strategy noted that current accounting rules already classify Bitcoin gains and losses as operating income. Meanwhile, assets like wood and oil remain classified as operating income under existing index standards. The company said this inconsistency conflicts with the role of index providers as neutral market arbiters.
Strategy confirmed it is participating in MSCI’s feedback process regarding the proposed change. The company also cited $6.7 billion in U.S. dollar reserves as part of its financial position. Strategy said its capital-raising ability places it among major participants in broader capital markets today.
Bitcoin, ağustos ayında kaydettiği güçlü yükselişin ardından teknik grafiklerde dikkat çeken bir görünüm sergilemeye başladı. Bitcoin fiyatında ortaya çıkan ve analistlerin “Bart Simpson formasyonu” olarak adlandırdığı yapı, son günlerdeki geri çekilmenin daha derin bir düzeltmeye dönüşüp dönüşmeyeceği sorusunu gündeme taşıdı.
Ağustos boyunca yaklaşık yüzde 25 değer kazanan lider kripto para, ayın son bölümünde 80.000 dolar seviyesinin üzerine çıkmayı başardı. Ancak yükselişin ardından gelen satışlar, BTC’nin kazançlarının bir kısmını geri vermesine neden oldu.
Bitcoin, çarşamba günü yaklaşık 77.281 dolar seviyesinde işlem görürken son 24 saat içerisinde yüzde 1,42 değer kaybetti. Kripto para piyasasında yatırımcıların dikkatini şimdi hem teknik seviyeler hem de zincir üstü talep verileri çekiyor.
Bart Simpson Formasyonu Bitcoin İçin Ne Anlama Geliyor? Bazı analistler, Bitcoin’in dört saatlik grafiğinde Bart Simpson karakterinin saç çizgisine benzeyen bir fiyat formasyonunun oluştuğuna dikkat çekti. Bu yapı genellikle fiyatın kısa sürede sert biçimde yükselmesi veya düşmesi, ardından dar bir aralıkta yatay hareket etmesi ve sonrasında ilk hareketin ters yönünde hızla geri dönmesiyle ortaya çıkıyor.
Bitcoin’in ağustos rallisinin ardından dar bir bantta işlem görmesi ve daha sonra geri çekilmeye başlaması, bu formasyonun gündeme gelmesine yol açtı. Ancak teknik yapı tek başına kesin bir yön tahmini sunmuyor.
Piyasa analizi açısından 75.800 dolar seviyesi kritik bir eşik olarak öne çıkıyor. Analistlere göre Bitcoin’in bu seviyenin altına gerilemesi, söz konusu düşüş senaryosunun teknik açıdan daha güçlü hale gelmesine neden olabilir.
Buna karşılık BTC’nin 75.800 dolar üzerinde kalması, negatif formasyonu geçersiz hale getirebilir. Böyle bir durumda alıcıların yeniden güç kazanması ve Bitcoin fiyatının mayıs ayında görülen yaklaşık 83.000 dolar seviyesine doğru hareket etmesi mümkün olabilir.
Bitcoin Spot Talebi Neden Negatife Döndü? Teknik görünüm kadar piyasadaki gerçek alım talebi de yatırımcılar için önem taşıyor. Analist CW8900, Bitcoin’in yatay hareket ettiği süreçte spot piyasadaki talebin negatif bölgeye geçtiğini belirtti.
Bu negatif görünüm iki gün üst üste devam etti. Aynı dönemde vadeli işlem piyasasındaki talebin güçlü kalması ise dikkat çeken bir ayrışma yarattı.
Spot piyasadan gelen talebin zayıflaması, fiyat yükselişlerinin sürdürülebilirliği açısından önemli bir risk oluşturabilir. Vadeli işlem tarafındaki hareketler kaldıraçla desteklenirken, spot alımlar genellikle kripto para piyasasına doğrudan sermaye girişini yansıtıyor.
Bu nedenle yatırımcıların yalnızca teknik grafiklere değil, spot talebin yeniden toparlanıp toparlanmadığına da bakması gerekiyor. Özellikle Bitcoin ve diğer dijital varlık piyasalarında yükselişin sağlıklı şekilde devam etmesi için gerçek alım iştahının korunması önem taşıyor.
Uzun Vadeli Bitcoin Yatırımcıları Satışlarını Artırdı Zincir üstü veriler, uzun vadeli Bitcoin sahiplerinin son yükseliş döneminde satış faaliyetlerini artırdığını da gösteriyor. Analist Axel Adler Jr.’a göre uzun vadeli yatırımcıların dağıtım miktarı 18 Ağustos ile 28 Ağustos arasında yüzde 61,5 yükseldi.
30 günlük toplam satış miktarı aynı süreçte 174.500 BTC’den 281.900 BTC’ye çıktı. Bu rakam, 2026 yılının başlangıcından bu yana görülen en yüksek seviyeye işaret ediyor.
Adler, kısa pozisyonların tasfiye edildiği short squeeze sonrasında gerçekleşen fiyat toparlanmasının uzun vadeli yatırımcılar için kâr realizasyonu fırsatı yarattığını düşünüyor. Artan satış miktarı, piyasaya ek Bitcoin arzı gelmesi anlamına geliyor.
Bu nedenle mevcut Bitcoin fiyat hareketinin yönü, yeni talebin piyasaya çıkan bu arzı ne kadar karşılayabileceğine bağlı olacak. Yatırımcıların portföy ve kripto yatırımı kararlarında bu arz-talep dengesini dikkate alması önem taşıyor.
FED Kararı BTC Fiyatını Etkileyebilir Mi? Önümüzdeki günlerde açıklanacak ABD enflasyon ve iş gücü piyasası verileri de Bitcoin için önemli bir katalizör olabilir. Bu veriler, ABD Merkez Bankası’nın eylül ayındaki para politikası kararına ilişkin beklentileri doğrudan etkileyebilir.
Faiz beklentilerindeki değişim, yatırımcıların riskli varlıklara yönelik yaklaşımını değiştirebileceği için Bitcoin ve geniş kripto para piyasası üzerinde de etkili olabilir. Özellikle artan satış arzı devam ederken makroekonomik verilerden kaynaklanabilecek volatilite daha fazla önem kazanıyor.
Sonuç olarak Bart Simpson formasyonu tek başına Bitcoin için kesin bir düşüş sinyali oluşturmuyor. Ancak 75.800 dolar desteğinin durumu, spot talepteki zayıflama ve uzun vadeli yatırımcıların artan satışları birlikte takip edilmesi gereken önemli göstergeler arasında bulunuyor.
Bu içerik kesinlikle yatırım tavsiyesi niteliği taşımamaktadır. Piyasalar yüksek risk içermektedir ve yatırım kararlarınızı almadan önce kendi araştırmanızı yapmanız önemlidir.
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.
Twenty One Capital CEO Raphael Zagury said Bitcoin is experiencing its first “hashrate bear market” as network computing power remains below its late 2025 record and listed mining companies redirect infrastructure investment toward artificial intelligence.
Summary
Raphael Zagury called Bitcoin’s prolonged computing power decline its first ever hashrate bear market publicly. Bitcoin hashrate fell roughly 22% to 24% from its late 2025 peak, presentation materials showed. Zagury said artificial intelligence creates a competing use for miners’ power capacity and infrastructure today worldwide. Public miners increasingly pursue AI computing, though several companies continue operating substantial Bitcoin mining fleets. Lower network hashrate can increase surviving miners’ revenue share after Bitcoin adjusts mining difficulty downward. Zagury presented the argument at Bitcoin Asia in Hong Kong on Aug. 28. Twenty One Capital subsequently filed the prepared transcript with the U.S. Securities and Exchange Commission.
Bitcoin hashrate approached 1.3 zettahashes per second late last year before entering a prolonged decline, Zagury said. His presentation materials calculated a drawdown of approximately 22% to 24% from the peak.
“Hashrate bear market” is Zagury’s description of the current cycle rather than an official Bitcoin network classification. It refers to the unusually long period during which estimated computing power has failed to return to its previous record.
Bitcoin hashrate decline differs from the 2021 shock Bitcoin’s hashrate measures the estimated computing power miners contribute to securing the network and competing for block rewards. A higher figure generally means more machines or more efficient equipment is operating.
Twenty One Capital CEO: Bitcoin Is Experiencing Its First-Ever Hashrate Bear Market; Nearly All Miners Are Moving From Bitcoin Mining to AI
Tether-backed Bitcoin treasury company Twenty One Capital CEO Rapha Zagury said at Bitcoin Asia 2026 that Bitcoin is experiencing its… pic.twitter.com/cw8WiyROll
— Wu Blockchain (@WuBlockchain) September 2, 2026 Zagury contrasted the current decline with the disruption caused by China’s 2021 mining ban. Hashrate fell rapidly during that episode as companies shut down Chinese facilities, but recovered as machines moved to North America, Central Asia and other regions.
The present cycle has developed more gradually. Rather than relocating the same machines, operators are reconsidering whether new electricity and data center capacity should be allocated to Bitcoin mining at all.
“This has been the longest period that we’ve seen from an all-time high until recovery,” Zagury said.
Network estimates vary because Bitcoin does not publish an exact count of active machines. Analysts infer hashrate from block production rates and mining difficulty, which means daily readings can fluctuate sharply.
CoinWarz estimated hashrate at about 829 exahashes per second on Sept. 2, after readings moved above one zettahash during several days in late August. Longer moving averages provide a clearer measure than daily estimates.
Previous analysis found that Bitcoin mining difficulty had fallen 19.9% from its November peak by late July. Hashrate had remained in a downward trend for approximately 287 days, according to Bitcoin Magazine Pro data cited in that report.
AI gives miners another use for scarce power Bitcoin miners and AI data centers compete for several of the same resources. Both require large power connections, cooling systems, land, data center buildings and access to capital.
AI facilities require different chips, networking equipment and construction standards from Bitcoin mines. Converting a mining site is therefore more complicated than replacing ASIC machines with graphics processors. Sites with secured power and fiber access can nevertheless provide a starting point for high performance computing development.
Zagury said this option changes the hashrate cycle because miners can now direct capital toward another computing market instead of automatically expanding their Bitcoin fleets.
“If you look at the public mining companies out there, there really isn’t anybody staying the course to mine Bitcoin at scale,” he said. “Pretty much everybody is leaving the industry right now.”
The statement describes a broad trend but should not be read literally. MARA, CleanSpark, Riot, Bitdeer and other publicly traded companies continue operating large Bitcoin mining fleets, even as some explore or build AI infrastructure.
The shift is most advanced at companies such as TeraWulf, IREN, Core Scientific, HIVE and Cipher. TeraWulf reported $21 million in AI and high performance computing hosting revenue during the first quarter, exceeding its Bitcoin mining revenue for the first time as its AI business became its largest revenue source.
Cipher has also obtained a $200 million revolving credit facility to finance its expansion into long-term AI data center contracts.
Low cost miners could gain network share Zagury rejected the idea that Bitcoin mining is inherently a poor business. He argued that profitability depends on where an operator sits on the industry’s cost curve.
A miner with efficient equipment and low electricity costs can remain profitable under conditions that force a higher-cost competitor to shut down. Capital structure also matters because heavy debt and short repayment schedules can create pressure even when a facility remains operationally competitive.
Hash price, which measures expected miner revenue for a unit of computing power, remains low compared with historical levels. That puts pressure on operators using older machines or expensive electricity.
However, declining network hashrate can benefit miners that remain active. Bitcoin adjusts mining difficulty every 2,016 blocks, or approximately every two weeks, to keep average block production close to ten minutes.
When computing power leaves the network, a downward difficulty adjustment can make it easier for remaining miners to find blocks. Each surviving operator can then control a larger share of the network without adding machines.
“The beautiful thing about Bitcoin mining being in a bear market of hashrate is that, for those that stay around, they naturally get a higher share of the market,” Zagury said.
That benefit does not guarantee higher profits. Revenue still depends on Bitcoin’s price, transaction fees, electricity costs, equipment efficiency and the amount of competing hashrate.
Bitcoin price must outpace hashrate growth Zagury said mining has the best chance of outperforming Bitcoin when the asset’s price increases faster than network hashrate.
If Bitcoin rises by 50% while hashrate remains flat, a miner’s revenue can increase without an equivalent rise in competition. If computing power grows faster than Bitcoin’s price, each operator’s network share and revenue per machine can decline.
Zagury recommended buying Bitcoin directly before investing in mining for someone allocating only a small amount of capital. He said investors considering larger, diversified allocations could combine Bitcoin with mining exposure.
“If you only have $1, buy Bitcoin first,” Zagury said. “I think that’s the best way to express your view.”
His position reflects Twenty One Capital’s stated approach of measuring potential investments against Bitcoin. The Tether-backed company treats the cryptocurrency as its main benchmark and argues that an operating business must justify its additional risks by offering a credible path to outperforming BTC.
Mining companies face construction, electricity, equipment, management and financing risks that do not arise from holding a spot Bitcoin exchange-traded fund. They can also offer operating leverage when Bitcoin rises faster than their costs and network competition.
Energy flexibility remains mining’s main advantage Zagury also defended Bitcoin mining against criticism that it wastes electricity. He argued that energy use supports economic development and that mining offers a flexible source of demand.
ASIC machines can shut down and restart faster than heavy industrial facilities. Miners can therefore reduce consumption when electricity demand rises and resume operations when unused capacity becomes available.
The ability to curtail operations has led miners to participate in grid stabilization programs, particularly in energy markets with variable renewable generation. Financial and environmental results depend on the underlying power source and the terms of each arrangement.
AI data centers generally require steadier power than Bitcoin mines because customer workloads cannot be interrupted as easily. Bitcoin mining may therefore retain a role at sites where electricity is abundant but unreliable or cannot be transmitted economically.
Zagury said mining now provides four forms of optionality: flexible energy demand, increased network share when competitors leave, proximity to Bitcoin’s protocol and reusable data center infrastructure.
Whether miners capture those benefits will become clearer through upcoming difficulty adjustments and public company results. Filings will show how much capital miners direct toward new ASIC equipment compared with AI construction.
The sector’s direction is unlikely to be uniform. Some operators will retain Bitcoin mining, others will combine mining with AI hosting, and companies controlling the most attractive power sites may shift more aggressively toward high performance computing.
Bitcoin started September below 78000 dollars after a 25% rise in August, its best monthly performance since November 2024. Indeed, this entry into the month called “Rektember” revives an unfavorable seasonality. Bitcoin loses on average about 3% in September since 2013. In 2026, the main risk however does not come from the calendar but from the Federal Reserve. Markets now anticipate a possible rate increase starting September 16.
In brief Bitcoin enters ‘Rektember’ after a 25% rise in August. September historically shows an average return of -3% for BTC. The risk of a Fed rate hike reaches 66%. High bond yields increase the pressure on risky assets. Inflation and upcoming US statistics could steer Bitcoin. September remains the least favorable month for Bitcoin While the market enters the period cautiously, the expression “Rektember” combines September with the English term “rekt” used in the crypto ecosystem to signal heavy losses. This word is based on Bitcoin’s historically weak performance during the ninth month of the year.
BTC has closed September in the red eight times since 2013. Its average monthly return is -3%, making it its worst-performing month over the period.
Some important data summarize this seasonality :
Bitcoin has lost on average nearly 3% in September since 2013 ; Only five of the last thirteen Septembers ended in the green ; BTC gained about 25% in August 2026 ; Its price dropped 1% below 78000 dollars at the beginning of September. Thus, this historical average does not directly predict a correction. This sample only covers thirteen years. Moreover, the last three Septembers all saw increases. Bitcoin notably rose by 5.16% in 2025.
However, the August rebound might facilitate profit-taking. After a monthly gain of 25%, some owners may secure part of their gains, especially when Bitcoin fails to sustainably reclaim the 80000 dollar mark.
The probability of a rate hike reaches 66% The monetary risk is a more real factor than seasonality. As August ended, CME FedWatch assigned a 66% probability to a 25 basis point increase at the upcoming Fed meeting. This estimate was still 40% a week before.
In this light, this decision could raise the federal funds rate range from 3.50%-3.75% to 3.75%-4.00%. A second increase before year-end would then raise the range to 4.00%-4.25%. These probabilities come from futures contracts. They may still increase before the September 15 and 16 meeting.
Kevin Warsh consolidated his expectations during his speech at Jackson Hole. Thus, the Fed chairman recalled that the PCE inflation was about 3.7% over twelve months and 4.1% annualized over six months, against a 2% target.
In his official speech, he stated:
We must be convinced that core inflation is clearly and quickly moving toward our target. Otherwise, we have work to do.
This explanation does not guarantee a hike in September. However, it proves that the Federal Reserve remains ready to tighten its policy if upcoming data do not reveal a sufficient slowdown in prices.
Higher yields reduce the appeal of risky assets Kevin Warsh’s remarks sparked a new phase of tension in the bond market. Thus, the yield on the US ten-year Treasury approached 4.8%, its highest level since January 2025.
Higher yields have made bonds and dollar investments relatively more attractive. Bitcoin pays no regular income. Investors typically require a stronger upside to accept its volatility if rates rise.
The pressure is not exclusively related to cryptos. Indeed, the S&P 500 recorded a 0.7% loss on September 1, while the Nasdaq dropped 1%. Gold also retreated under the pressure of a rising dollar and yields.
Moreover, geopolitical tensions between the United States and Iran add another risk. WTI crude oil is above 90 dollars a barrel after new American strikes. A sustained increase in energy would fuel inflation and strengthen arguments for a rate hike.
Bitcoin’s progress will therefore truly depend on upcoming US employment and price figures. A slowdown in inflation would reduce the probability of a rate increase. Conversely, strong data would strengthen the dollar and keep BTC under pressure before the September 16 decision.
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Luc Jose A.
Diplômé de Sciences Po Toulouse et titulaire d'une certification consultant blockchain délivrée par Alyra, j'ai rejoint l'aventure Cointribune en 2019. Convaincu du potentiel de la blockchain pour transformer de nombreux secteurs de l'économie, j'ai pris l'engagement de sensibiliser et d'informer le grand public sur cet écosystème en constante évolution. Mon objectif est de permettre à chacun de mieux comprendre la blockchain et de saisir les opportunités qu'elle offre. Je m'efforce chaque jour de fournir une analyse objective de l'actualité, de décrypter les tendances du marché, de relayer les dernières innovations technologiques et de mettre en perspective les enjeux économiques et sociétaux de cette révolution en marche.
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.
CoinMarketCap’s Crypto Fear and Greed Index continues to remain in the “greed” zone despite a limited decline in market sentiment. The index fell 2 points to 73 compared to yesterday’s level.
The index is used to measure investor sentiment in the cryptocurrency market. A reading closer to zero indicates excessive fear, while a reading closer to 100 indicates excessive optimism. The current value of 73 shows that investors generally maintain a bullish outlook and have a high risk appetite.
CoinMarketCap considers the price movements of the top 10 cryptocurrencies by market capitalization when creating its index. In addition, market volatility, indicators from derivative markets, and the put/call ratio are among the data used in the calculation.
The index is also calculated using stablecoin supply ratio (SSR) and CoinMarketCap’s own search data. This combines various indicators related to price performance, market volatility, derivatives market, and investor interest under a single metric.
The index being at 73 indicates strong bullish sentiment in the market, while the 2-point drop compared to the previous day suggests a limited cooling in investor sentiment. Nevertheless, the fact that the indicator is still in the greed zone suggests that market participants’ interest in risky assets remains at high levels.
High levels of greed are often seen alongside strong price performance and increased investor interest. However, it is also considered that excessive optimism can make the market more vulnerable to potential corrections.
As prices rise in the crypto market, investors’ willingness to take on more risks can contribute to the index’s upward movement. Conversely, sharp price drops and increased volatility can lead to heightened fear levels.
Market participants will be watching the index’s movement in the coming days, along with the price performance of Bitcoin and major cryptocurrencies. A potential rise in the index could signal a further strengthening of risk appetite, while a fall could indicate increased investor caution.
*This is not investment advice.
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Strategy CEO Phong Le has defended the firm’s decision to sell 7,000 BTC near $60,000 and later repurchase Bitcoin around $80,000, describing both trades as strategically sound. In a televised interview, Le emphasized that the company’s financial moves are driven by capital management needs rather than attempts to time Bitcoin’s price cycle.
Capital allocation and Bitcoin salesLe clarified that the sale of 7,000 BTC, which accounted for less than 1% of Strategy’s total Bitcoin holdings, was intended to provide funding for preferred dividends. He identified this as a practical choice, stating the action reflected “the right trade at the time,” based strictly on the company’s balance sheet requirements.
He compared the process to companies financing significant infrastructure projects through asset allocation, noting that the motivation for the sale came from internal requirements rather than anticipation of Bitcoin’s price trajectory.
By using Bitcoin reserves for immediate capital needs, the company underscored a business approach focused on financial discipline rather than market speculation.
Following the sale, Strategy rapidly reduced its net debt from $7 billion to zero over approximately two months. During the same period, the company increased its U.S. dollar reserves to $7 billion.
Renewed accumulation strategyWith a strengthened balance sheet, Strategy resumed Bitcoin purchases near $80,000, once again applying a cost-of-capital analysis. Le explained that the company’s capital-raising activity, including strategic share sales at a premium, enabled further exposure to Bitcoin assets.
The approach, he noted, is dynamic and aims to optimize resources as conditions evolve, rather than solely accumulating Bitcoin in a single direction. “Selling at $60,000 addressed capital needs, while buying at $80,000 aligned with our long-term accumulation plan once reserves were rebuilt,” Le explained.
Le cited the importance of disciplined capital allocation, repeating that Strategy’s philosophy is not about market timing, but about strengthening the firm’s overall financial position through careful management of both assets and liabilities.
Le indicated that the company may continue to purchase Bitcoin at higher price levels, naming $90,000, $100,000, and even $130,000 as targets if favorable conditions persist.
Policy stance and market integrationIn addition to outlining the firm’s operational focus, Le addressed an ongoing debate with MSCI, the leading stock index provider. He and Michael Saylor have formally opposed MSCI’s proposal to exclude companies with substantial non-operating asset holdings from global indexes—criteria that would impact companies investing in Bitcoin.
Strategy has argued that current accounting standards already classify Bitcoin gains and losses as operating income, while assets like oil and wood also maintain their status as operating assets under existing index rules. This, the company contended, demonstrates inconsistencies that risk undermining fairness across the capital markets.
Le confirmed that Strategy is actively participating in MSCI’s feedback process regarding these potential changes, highlighting the firm’s ability to raise capital as a key strength within broader financial markets. The company currently holds $6.7 billion in U.S. dollar reserves as part of its capital base.
With shifting regulations and high market volatility, investors are seeking faster, more integrated solutions to monitor the cryptocurrency market. In a landscape where a single Federal Reserve decision or a sudden altcoin listing can move prices dramatically, consolidation of tools has become essential. Many traders are now adopting privacy-first platforms such as CryptoAppsy, which offers real-time charts, price alerts, targeted news updates, and macroeconomic data on a unified dashboard, all without requiring account creation.
Bitcoin edged higher, but remained below the 80,000 key level, as investors look to diversify their investments.
Markets face high uncertainty due to the Middle East conflict as well as elevated borrowing by corporates and governments, causing traders to seek diversification in alternative assets.
US-listed spot Bitcoin exchange-traded funds (ETFs) capped their best month of 2026 alongside Bitcoin’s biggest monthly gain since November 2024.
Bitcoin ETFs attracted $3.52 billion in net inflows in August, their highest monthly total of 2026 and a sharp increase from just $172 million in inflows in July, according to SoSoValue data.
Bitcoin (BTC) gained about 25% in August, its strongest monthly performance since a 37.29% rally in November 2024, according to CoinGlass.
The August momentum quickly gave way to a weaker start to September, as ETF flows turned negative and Bitcoin briefly fell below $77,000.
August cuts year-to-date outflows by 66% to $1.77BAugust’s $3.52 billion in Bitcoin ETF inflows cut year-to-date net outflows by roughly 66%, from $5.29 billion to $1.77 billion.
The biggest monthly outflows came in June at $4.51 billion, followed by $2.43 billion in May and $1.61 billion in January, according to SoSoValue data.
Monthly flows into US spot Bitcoin ETFs in 2026. Source: SoSoValue
The funds recorded net inflows on 16 of 21 trading days in August, including nine consecutive sessions from Aug. 17 through Aug. 27.
Total net assets rose to $99.61 billion at the end of August from $76.29 billion at the end of July, an increase of about 31%. Monthly trading volume climbed nearly 49% to $58.63 billion from $39.37 billion.
September starts with $236M in Bitcoin ETF outflowsUS spot Bitcoin ETFs started September with $236.46 million in net outflows on Tuesday, reversing the $216.70 million in net inflows recorded on Monday. The withdrawal marked the largest daily outflow since July 31, when the funds shed $265.37 million.
The reversal came as Bitcoin briefly fell below $77,000 on Tuesday after trading above $80,000 in late August, according to CoinGecko.
Ether and XRP ETFs remained in positive territory on Tuesday. Spot Ether (ETH) ETFs attracted around $11 million on Tuesday, while spot XRP (XRP) ETFs drew $14.4 million.
August pushed Ether ETFs into positive territory for 2026, with $732 million in year-to-date net inflows after they ended July about $1.12 billion in the red.
XRP ETFs reached $502 million in year-to-date net inflows, up about 46% from $343 million at the end of July.
Magazine: Does the Bitcoin rally mean we haven’t wasted our lives in crypto?
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.
PANews, September 2 - According to SoSoValue data, affected by combined factors such as the escalating U.S.-Iran conflict and surging U.S. Treasury yields, the crypto market generally pulled back, and the Meme sector performed weakly, falling 3.18% over 24 hours. Within the sector, Pump.fun (PUMP) fell 8.41%, and OFFICIAL TRUMP (TRUMP) fell 6.42%, but the popular Robinhood Chain ecosystem tokens Pons (PONS) and Cash Cat (CASHCAT) rose 0.96% and 2.83%, respectively.
In other sectors, the DeFi sector fell 0.82%, while Uniswap (UNI) rose 11.16% against the trend; the CeFi sector fell 1.62%, and Cronos (CRO) fell 3.98%; the Layer 1 sector fell 2.82%, and Canton Network (CC) fell 7.63%; the Layer 2 sector fell 2.92%, and Arbitrum (ARB) fell 1.34%; the PayFi sector fell 3.18%, and Zcash (ZEC) fell 2.93%.
Bitcoin has slipped to $76,926.53, down 2.2% over the past day, pulling Ethereum and XRP lower with it after US forces struck Iranian targets near the Strait of Hormuz, sending oil prices to their highest level in 40 days and rattling investors across every major asset class.
A Fast-Moving Geopolitical Shock
President Trump confirmed the strikes and warned Iran against retaliating, later adding he isn’t trying to push Iran back to the negotiating table and “couldn’t care less” whether Tehran signs any deal.
Oil surged past $90 a barrel on the news, its highest print in roughly six weeks, as traders priced in the risk of a prolonged disruption to one of the busiest shipping lanes for global crude.
The fallout wasn’t contained to oil or crypto. Japan’s Nikkei tumbled 2.7%, erasing an estimated ¥31.8 trillion, around $202 billion, in market value, with the damage concentrated heavily in tech stocks. South Korea’s annual inflation came in at 3.1%, slightly below the 3.2% forecast, doing little to offset the broader risk-off mood sweeping through Asian and global markets.
Where the Numbers Stand
Total crypto market cap has slipped to $2.7 trillion, down 1.4% on the day, with $82.4 billion in trading volume. Ethereum has fallen to $2,395.12, down 3.0%, while XRP has dropped to $1.33, down 3.7% on the day. Solana is down 4.0% at $98.77, and BNB has slipped 1.8% to $681.55.
A Familiar Pattern on the Charts?
Not everyone reading the pullback as purely bad news. Analyst Ali Charts pointed to similarities between Bitcoin’s current price structure and its 2023 bottoming pattern, when Bitcoin tested resistance three separate times, each attempt followed by a roughly 20% pullback toward the middle of its trading range, before finally breaking out on a fourth attempt and igniting its last major bull run.
Bitcoin has already been rejected once near the top of a similar channel this time around, and if the pattern repeats, Ali Charts said further failed breakout attempts and a pullback toward the $70,000 zone could come before any decisive move higher.
For now, the immediate driver remains geopolitical. With US-Iran tensions escalating in real time and oil prices climbing on fears of a wider disruption, crypto markets are trading defensively until there’s more clarity on how far the conflict extends.
Story Ends Here
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Tether sued by two Thai businessmen over freezing $42.4 million in USDT
Tether is facing a lawsuit over the freezing of $42.4 million worth of USDT. Two Thai businessmen claim their wallets were blacklisted following an informal request from a US government official, with no search warrant or court order issued at the time. The pair are now demanding the unfreezing of their assets, as well as compensation from Tether for the returns generated by the relevant reserve assets during the period their USDT was frozen.
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Binance will list multiple USDT-denominated TradFi perpetual contracts.
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Bitcoin (BTC), Ethereum (ETH) and Ripple (XRP) remain under pressure on Wednesday, with technical indicators suggesting early weakening momentum across the top three cryptocurrencies following massive gains in August. BTC shows early bearish signals, while ETH has extended its pullback after rejection near $2,500. Meanwhile, XRP is consolidating below key support, keeping the outlook cautious.
Bitcoin shows early bearish signsBitcoin price trades at $77,249 on Wednesday after a mild correction the previous day. Despite the pullback, BTC maintains a bullish near-term bias as price holds well above the 50-day, 100-day, and 200-day Exponential Moving Averages (EMAs), clustered between roughly $69,300 and $72,400.
This stacked configuration of rising EMAs suggests the broader uptrend remains intact, even as Moving Average Convergence Divergence (MACD) has slipped back toward the signal line and turned slightly negative, hinting at some loss of upside momentum while the Relative Strength Index (RSI) eases from overbought territory but stays comfortably above the neutral 50 line.
On the downside, initial support is at the longer-term 200-day EMA around $72,365, the 50-day EMA around $70,295, the 100-day EMA near $69,232, with additional structural floors at $66,500 and $62,300 if a deeper correction unfolds.
On the topside, the next notable resistance aligns with the horizontal barrier at $85,000, and a daily close above this level would reopen the path for the uptrend. In contrast, failure to clear it could encourage further consolidation back toward the EMA support band.
BTC/USDT daily chartEthereum faces rejection from the $2,500 markEthereum trades at $2,407 on Wednesday after rejection near $2,500 the previous day. ETH holds a constructive near-term bias as price trades firmly above the 50-day, 100-day and 200-day EMAs clustered between roughly $2,060 and $2,170, suggesting a supportive medium-term trend despite the latest pullback from recent highs.
The RSI eases to about 63 from overbought territory, hinting at cooling but still positive momentum. At the same time, the Moving Average Convergence Divergence (MACD) has slipped into negative territory, reinforcing the view that upside may be consolidating rather than accelerating in the very near term.
On the topside, immediate resistance emerges at the horizontal barrier near $2,500, with a subsequent cap at $3,000 where sellers are likely to reassert control if the recovery extends.
On the downside, initial support appears at the 200-day EMA around $2,167, reinforced by the 50-day EMA near $2,126 and the 100-day EMA near $2,053. At the same time, a deeper retreat would bring the psychological $2,000 horizontal floor into focus.
ETH/USDT daily chartXRP slips below key supportXRP price trades at $1.342 on Wednesday, consolidating just under the 200-day EMA at $1.350, leaving the broader bias neutral as it holds above the clustered 50-day and 100-day EMAs around $1.216 but has yet to reclaim its longer-term trend barrier.
The RSI at 57 shows mildly positive but not overbought momentum, while the MACD has slipped slightly negative, hinting at waning upside pressure after the recent surge.
On the topside, immediate resistance is defined by the 200-day EMA at $1.350; a daily close above this level would expose the next notable cap at the horizontal resistance near $1.900.
On the downside, initial demand is seen at the horizontal support around $1.300, with stronger structural support emerging from the 50-day EMA at $1.216 and the 100-day EMA at $1.215; a loss of these levels could trigger a deeper pullback toward the psychological and historical floor near $1.000.
XRP/USDT daily chart(The technical analysis of this story was written with the help of an AI tool. Know more.)
Cryptocurrency metrics FAQs The developer or creator of each cryptocurrency decides on the total number of tokens that can be minted or issued. Only a certain number of these assets can be minted by mining, staking or other mechanisms. This is defined by the algorithm of the underlying blockchain technology. On the other hand, circulating supply can also be decreased via actions such as burning tokens, or mistakenly sending assets to addresses of other incompatible blockchains.
Market capitalization is the result of multiplying the circulating supply of a certain asset by the asset’s current market value.
Trading volume refers to the total number of tokens for a specific asset that has been transacted or exchanged between buyers and sellers within set trading hours, for example, 24 hours. It is used to gauge market sentiment, this metric combines all volumes on centralized exchanges and decentralized exchanges. Increasing trading volume often denotes the demand for a certain asset as more people are buying and selling the cryptocurrency.
Funding rates are a concept designed to encourage traders to take positions and ensure perpetual contract prices match spot markets. It defines a mechanism by exchanges to ensure that future prices and index prices periodic payments regularly converge. When the funding rate is positive, the price of the perpetual contract is higher than the mark price. This means traders who are bullish and have opened long positions pay traders who are in short positions. On the other hand, a negative funding rate means perpetual prices are below the mark price, and hence traders with short positions pay traders who have opened long positions.
Tether sued by two Thai businessmen over freezing $42.4 million in USDT
Tether is facing a lawsuit over the freezing of $42.4 million worth of USDT. Two Thai businessmen claim their wallets were blacklisted following an informal request from a US government official, with no search warrant or court order issued at the time. The pair are now demanding the unfreezing of their assets, as well as compensation from Tether for the returns generated by the relevant reserve assets during the period their USDT was frozen.
4 minutes ago
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Coinbase co-founder is seeking to gain control of at least three oil fields in Venezuela.
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Tether sued by two Thai businessmen over freezing $42.4 million in USDT
Tether is facing a lawsuit over the freezing of $42.4 million worth of USDT. Two Thai businessmen claim their wallets were blacklisted following an informal request from a US government official, with no search warrant or court order issued at the time. The pair are now demanding the unfreezing of their assets, as well as compensation from Tether for the returns generated by the relevant reserve assets during the period their USDT was frozen.
4 minutes ago
Binance will list multiple USDT-denominated TradFi perpetual contracts.
According to an official announcement, Binance’s contract platform will launch USDT-denominated perpetual contracts, each with a maximum leverage of 20x, at the following times (all times are UTC+8): - September 2, 2026, 18:00: NVDLUSDT perpetual contract - September 2, 2026, 18:05: TSLLUSDT perpetual contract - September 2, 2026, 18:10: DDOGUSDT perpetual contract - September 2, 2026, 18:15: TEAMUSDT perpetual contract - September 2, 2026, 18:20: MDBUSDT perpetual contract - September 2, 2026, 18:25: ZSUSDT perpetual contract - September 2, 2026, 18:30: GTLBUSDT perpetual contract
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Binance adds 4 new bStocks trading pairs to its spot and flash swap trading platforms.
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Leading cryptocurrencies corrected on Tuesday as investors weighed in on President Donald Trump’s latest warnings to Iran.
Crypto Market Cools DownBitcoin dived below $77,000, while Ethereum retreated beneath $2,400 amid a sharp correction across the cryptocurrency market.
Cryptocurrency-related stocks also fell, with Strategy Inc. (NASDAQ:MSTR) and Bitmine Immersion Technologies Inc. (NYSE:BMNR) closing down 6.06% and 7.70%, respectively.
Long liquidations spiked, with over $250 million liquidated after the drop in spot prices, according to Coinglass data.
Bitcoin’s open interest fell 2.84% over the last 24 hours. Interestingly, smart money sentiment on Binance, which refers to the collective outlook and capital allocation of institutional investors, turned "extremely bullish."
"Greed" sentiment prevailed in the market, according to the Crypto Fear & Greed Index.
Top Gainers (24 Hours)
The global cryptocurrency market capitalization stood at $2.60 trillion, contracting by 1.86% over the last 24 hours.
Read Next
Stocks Pressured After US Strikes on IranStocks extended their losses on Tuesday. The Dow Jones Industrial Average plunged 419.02 points, or 0.79%, to end at 52,766.88. The S&P 500 declined 0.71% to close at 7,631.4, while the Nasdaq Composite shed 1.03% to settle at 26,099.77.
Trending
The U.S. military launched a fresh wave of strikes on Iranian targets near the Strait of Hormuz, in retaliation for what President Donald Trump said was a “failed attempt at adding sea mines” to the critical waterway.
Trump warned Iran of further consequences if it retaliates for this “justified attack” by the U.S.
Bitcoin Repeating 2023 Pattern?Ali Martinez, a widely followed cryptocurrency analyst and trader, said Bitcoin could be mirroring its 2023 bottoming pattern, with multiple tests of a descending channel’s upper trendline before a breakout.
“If history repeats, we could see a few more failed breakout attempts, followed by a pullback toward the mid-range near $70,000, before a decisive breakout,” the analyst remarked.
On-chain analytics firm CryptoQuant noted that Bitcoin’s underlying on-chain structure appears weaker than the price rally suggests, with holders consistently realizing profits.
Net Realized Profit and Loss indicator saw two major spikes last month, among the largest this year outside the January-February crash.
“Pressure hasn’t cleared, just shifted from acute to chronic,” CryptoQuant added. “Bottom line: price direction hinges on which breaks first — fading spot demand or persistent realized profit.”
Not financial or tax advice. PANews content is strictly educational and informational and is not investment advice, financial advice, tax advice, legal advice, or a solicitation to buy or sell any digital asset, security, or financial product. Do your own research and consult qualified advisers.
Disclosure. PANews may publish sponsored content, partner content, advertisements, affiliate links, event promotions, and market commentary involving Web3 projects, service providers, or financial products. PANews personnel, contributors, or affiliates may hold digital assets or other interests related to covered topics. See our Terms of Service.
Bitcoin (BTC) is trading below $77,000 on Wednesday, extending losses amid renewed risk-off sentiment, with the US and Iran trading new military strikes the previous day. Filecoin (FIL) and Uniswap (UNI) have emerged as top performers over the last 24 hours.
The US and Iran tensions heat up againThe US Central Command (CENTCOM) carried out fresh strikes against Iran’s Islamic Revolutionary Guard Corps (IRGC) targets early on Wednesday, as previously reported by FXStreet. Renewed US-Iran tensions have lifted the West Texas Intermediate (WTI) to $91.00 at press time.
Bitcoin returns to key support level as momentum easesBitcoin trades at $76,799 on Wednesday, maintaining a constructive bullish bias as the price holds well above the 50-, 100-, and 200-day Exponential Moving Averages (EMAs), which are clustered between roughly $69,221 and $72,397.
The recent pullback in the Relative Strength Index (RSI) from overbought readings to about 63 on the daily chart, along with the Moving Average Convergence Divergence (MACD) slipping below its signal line, hints that upside momentum is cooling.
Immediate support appears at the 50% retracement measured from $97,924 to $57,800 near $75,233, followed by the 200-day EMA at about $72,397, with deeper cushions at the 50-day EMA around $70,277 and the 100-day EMA near $69,221.
BTC/USDT daily price chart.On the topside, initial resistance aligns with the 78.6% retracement near $87,476, with higher barriers in the cycle-high region near $97,924.
Filecoin regains bullish momentumFilecoin trades at $0.78 on Wednesday, holding steady after a 14% rise the previous day. FIL holds above the 50-day EMA at $0.73 and tests the 100-day EMA breakout near $0.77, which suggests a mildly bullish near-term bias.
From a technical perspective, the overhead trendline connecting the highs of May 8 and August 22, near $0.82, adds to the upside barriers. A confirmed breakout above $0.82 could target the 50% retracement at $0.89, measured from $1.32 to $0.60, followed by the 200-day EMA at $0.93.
The RSI rebounds to 59, while the MACD crosses above its signal line in positive territory, hinting that upside momentum is building.
FIL/USDT daily price chart.On the downside, initial support emerges at the 23.6% Fibonacci retracement level and the 50-day EMA at $0.73, providing a deeper cushion should buyers lose control.
Uniswap extends rally toward $6Uniswap trades around $5.83 on Wednesday, maintaining a bullish near-term bias with five consecutive days of gains. UNI holds well above the 50-, 100-, and 200-day EMAs, which are clustered between roughly $3.80 and $4.10.
The RSI near 78 shows overbought conditions, while the MACD and signal line continue to rise, suggesting strong upside momentum even as the rally starts to look stretched.
UNI tests the bullish breakout of the 61.8% level at $5.82, measured from $10.30 to $2.31. A confirmed breakout above this level could target the 78.6% Fibonacci retracement level at $7.48, followed by the previous swing high at $10.30.
UNI/USDT daily price chart.On the downside, initial support emerges at the 50% retracement at $4.88, ahead of a deeper cushion at the 38.2% retracement level and the 50-day EMA around $4.09.
(The technical analysis of this story was written with the help of an AI tool. Know more.)
ARK Invest and Glassnode published a joint study on Sept. 1 that found three entities could cross the measured block-production thresholds for both Bitcoin and Ethereum, while Solana required 19.
Summary
Bitcoin reaches its 51% hash-rate threshold through three mining pools, according to the joint report. Ethereum requires three staking entities to exceed 33%, although pooled delegation complicates direct control assumptions. Solana’s Nakamoto coefficient is 19, but nearly all measured infrastructure operates inside commercial data centers. Bitcoin’s infrastructure is comparatively dispersed, with 63% of measured nodes operating anonymously through Tor networks. Ethereum hosts roughly 49% of execution-layer nodes in clouds, including 20% through Amazon Web Services. The 32-page report, titled The Decentralization Spectrum: Design Tradeoffs in Digital Assets, compares the networks across ownership, exit fluidity, verification costs, critical resilience, reconstruction costs and infrastructure distribution.
The findings do not mean three companies control Bitcoin or Ethereum. The metric counts mining pools and staking platforms as entities, even when the underlying hardware, stake or node operators belong to separate participants who may withdraw or redirect their resources.
Bitcoin’s three-pool threshold does not equal ownership The report applied a 51% hash-rate threshold to Bitcoin. Foundry USA represented 27.27% of the measured hash rate, followed by AntPool at 17.06% and F2Pool at 16.96%. Together, the three pools exceeded 61%.
This produced a Nakamoto coefficient of three, defined as the minimum number of measured entities needed to cross a network’s critical production threshold. ViaBTC controlled another 9.50%, while SpiderPool represented 5.82%.
Mining pools coordinate block construction and distribute rewards, but they do not necessarily own the machines producing their hash rate. Independent miners connect to pools to receive steadier income and can redirect their computing power elsewhere.
That mobility limits how closely pool concentration can be equated with permanent control. The report estimated a Bitcoin miner could switch a 1% hash-rate position in approximately 29 seconds. A coordinated attack or censorship attempt could prompt participants to leave the responsible pools.
Pools still influence transaction inclusion and ordering because they usually provide the block templates miners use. Pool concentration therefore represents an operational risk, even if it overstates the concentration of underlying mining ownership.
The issue is not new. Earlier crypto.news reporting found that two mining pools produced a majority of sampled Bitcoin blocks in late 2022. Pool shares have changed since then, but production continues to be concentrated among several large coordinators.
Ethereum crosses a lower threshold through pooled stake ARK and Glassnode applied a 33% stake threshold to Ethereum because participants controlling one-third of staked ETH can disrupt finality. This differs from Bitcoin’s 51% majority threshold, so the two coefficients do not describe identical powers.
Lido represented 23.04% of staked ETH in the report’s July data. Binance controlled 8.88%, and Kraken held 6.91%. Those three entities collectively represented approximately 38.8%, taking Ethereum above the selected threshold.
Lido is not a single validator. It distributes stake among multiple node operators, although those operators participate through a common protocol and governance framework. The report therefore treats Lido as shared infrastructure that aggregates economic weight rather than one machine or company directly controlling every validator.
Ethereum’s exit mechanics also restrict validator mobility. The report estimated that exiting a 1% position would take around 14.6 days under current conditions and as long as 55.6 days under heavy congestion. That is much slower than redirecting Bitcoin hash rate.
Client diversity provides another layer of resilience. The study placed Geth’s execution-client share at 34.88%, followed by Nethermind at 26.96% and Reth at 18.98%. Lighthouse represented 54.16% of consensus clients.
Different clients independently implement Ethereum’s rules, reducing the portion of the network exposed to one software defect. The relationship between Ethereum nodes and their software clients means validator concentration alone cannot describe the network’s full failure risk.
Solana’s 19-validator result comes with infrastructure costs Solana recorded the highest Nakamoto coefficient for the selected block-production threshold. The report found that 19 validators were needed to control more than 33% of delegated stake.
Figment was the largest individual validator at 3.78%, followed by Helius at 3.69%, Jupiter at 2.91%, Binance Staking at 2.81% and Ledger by Figment at 2.16%. The remaining 84.65% was spread across other validators.
One passage in the report says Solana requires 20 entities, but its chart, comparison table and published Glassnode summary all report a coefficient of 19. The table also says the figure increased from 18 in March 2026.
Solana’s validator distribution performed well on this particular measure, but its physical infrastructure was more concentrated. Approximately 100% of the infrastructure measured by the researchers operated in commercial data centers. About 68% was in Europe, while 21% was in North America.
TeraSwitch hosted 30.23% of measured stake, and the top two hosting companies served around 35.7%. Common infrastructure can create correlated failures even when the validator set contains many separate operators.
That risk became visible in August when 102 of 699 Solana validators stopped voting during a TeraSwitch routing problem. Solana continued processing transactions, but the episode showed how one infrastructure failure can affect multiple otherwise independent validators.
The report used Solana geographic data from November 2024, while most Bitcoin and Ethereum infrastructure data came from July 2026. That timing difference limits direct comparisons and leaves room for Solana’s distribution to have changed.
Bitcoin leads infrastructure resilience and auditability Bitcoin had the least expensive verification requirements in the study. The researchers estimated hardware for a full node at $289, compared with $730 for Ethereum and $21,478 for a Solana RPC node or validator-class configuration.
Its measured full-chain storage requirement was 753 gigabytes. Ethereum required approximately two terabytes for a full archive setup, while reconstructing Solana’s history was estimated at 480 terabytes because historical data is commonly offloaded to external providers.
Bitcoin also had the most distributed hosting profile. Only 16% of measured infrastructure operated in data centers, while 63% of nodes used Tor. Another 15% was residential or self-hosted.
Ethereum placed approximately 49% of execution-layer nodes in cloud environments and 45% in self-hosted settings. AWS alone hosted around 20%, while the top two providers accounted for approximately 27%.
Solana’s higher hardware and bandwidth demands reflect its focus on throughput. The tradeoff is that fewer ordinary users can independently recreate or verify the full network history using consumer equipment.
No single score settles blockchain decentralization The report ultimately ranked Bitcoin as the most decentralized of the three networks overall, followed by Ethereum and Solana. Bitcoin led in ownership distribution, auditability and geographic resilience.
Ethereum generally occupied the middle across the six dimensions. Solana scored strongly for its critical resilience threshold and validator participation but ranked lower for ownership distribution, verification accessibility and infrastructure diversity.
The methodology remains sensitive to how entities are grouped. Exchanges can hold tokens for many customers, mining pools aggregate independent miners, and staking protocols coordinate multiple operators. Wallet-size bands can likewise combine custodial assets belonging to thousands of users.
The comparison is therefore more useful as a map of separate concentration risks than as a definitive ranking. A network may distribute block production broadly while relying heavily on several hosting companies, software clients or governance organizations.
Future editions could improve comparability by using synchronized data dates, separating pools from underlying resource owners and distinguishing censorship thresholds from thresholds capable of rewriting finalized history.
FAQs Do three entities control Bitcoin? No. Three measured mining pools exceeded 51% of hash rate, but independent miners supply much of that computing power and can change pools.
Can three Ethereum platforms rewrite the blockchain? The report’s three-entity figure concerns the 33% stake threshold associated with disrupting finality. It does not represent the stronger two-thirds threshold needed for other consensus actions.
Why does Solana score 19? The 19 figure is the minimum number of validators whose combined delegated stake exceeds the report’s 33% threshold.
Which blockchain did the report rank as most decentralized? Bitcoin ranked highest overall due to its accessible verification, dispersed ownership and comparatively resilient geographic infrastructure.
According to an announcement by Japanese listed firm Remixpoint (ticker: 3825), the company sold all its altcoins on September 1—including Ethereum (ETH), Solana (SOL), XRP, and Dogecoin (DOGE)—for a total of 878.8 million yen, generating a profit of 117.8 million yen. Post-sale, Remixpoint’s only remaining cryptocurrency holding is Bitcoin (BTC), with approximately 1,506 BTC in reserves. Breakdown of the altcoin sales: 901.4467 ETH sold for 353.4 million yen, yielding a 60.2 million yen profit; 13,920.0726 SOL sold for 227.9 million yen, with a 49.3 million yen profit; roughly 1.1912 million XRP sold for 260.4 million yen, netting a 11.52 million yen profit; and approximately 2.8023 million DOGE sold for 37.08 million yen, incurring a 3.26 million yen loss. The company plans to recognize the ~118 million yen in sale proceeds in its second quarter results for the fiscal year ending March 2027. Remixpoint stated the portfolio adjustment is designed to further consolidate its crypto asset holdings, formalize its Bitcoin-centric investment and operational strategy, and boost capital efficiency. The sale proceeds will be considered for use in expanding assets in growth sectors such as grid-scale energy storage, strengthening its financial foundation, and other initiatives to enhance corporate and shareholder value. Additionally, the firm disclosed that between February 24, 2026, and August 31, it earned BTC lending income of 14.92055902 units, equivalent to approximately 164.2 million yen. As of August 31, its staking income from ETH and SOL combined totaled roughly 29.875 million yen.
Remixpoint has sold its entire altcoin portfolio for ¥878.8 million, leaving the Japanese listed company with roughly 1,506 Bitcoin as its only cryptocurrency holding.
Summary
Remixpoint sold all of its ETH, SOL, XRP and DOGE holdings on September 1 for ¥878.8 million. The transactions generated a combined realized profit of ¥117.8 million, which will be booked as business segment revenue in the second quarter. Remixpoint now holds only Bitcoin in its crypto portfolio, with its balance standing at approximately 1,506 BTC. The company plans to consider using the sale proceeds for grid scale battery assets, strengthening its finances and other corporate measures. According to a September 2 disclosure from Remixpoint, the company sold all of its Ethereum, Solana, XRP and Dogecoin on September 1 after reviewing market conditions, the risk and return profile of each asset and its financial strategy. The transactions generated a combined realized profit of ¥117.77 million.
The company said the portfolio change would concentrate its crypto holdings and establish Bitcoin as the main asset under its holding and operational strategy. Remixpoint plans to book roughly ¥117 million from the altcoin sales as business segment revenue in the second quarter of its fiscal year ending March 2027.
Ethereum accounted for the largest portion of the sale by value. Remixpoint disposed of 901.44672542 ETH for ¥353.43 million, compared with a book value of ¥293.22 million, producing a profit of ¥60.2 million.
Its 13,920.07255868 SOL position was sold for ¥227.89 million against a book value of ¥178.58 million. The Solana transaction generated another ¥49.3 million in realized gains.
Remixpoint received ¥260.43 million from the sale of 1.191 million XRP, resulting in an ¥11.52 million profit. Dogecoin was the only position sold at a loss, with 2.802 million DOGE generating ¥37.08 million compared with its ¥40.34 million book value. The DOGE sale resulted in a ¥3.26 million loss.
Combined, the four positions had a book value of ¥761.04 million before being sold for ¥878.81 million.
Ethereum and Solana had previously generated income for the company through staking. Between July 16, 2025 and August 31, 2026, Remixpoint received ¥10.93 million in staking rewards from ETH and ¥18.94 million from SOL, taking total rewards from the two assets to ¥29.87 million. The company received all of those rewards in yen.
Remixpoint had built a diversified crypto portfolio before concentrating its holdings in Bitcoin. In November 2024, crypto.news previously reported that its holdings included Bitcoin, Ethereum, Solana, Avalanche, Dogecoin and XRP. At the time, the company held 215.76 BTC, while Solana was its second-largest crypto position by value.
By December 2024, its Bitcoin balance had increased to 282.87 BTC after another ¥200 million purchase. The company then held ETH, SOL, AVAX, DOGE and XRP alongside Bitcoin, with an aggregate acquisition cost of ¥4 billion across the portfolio.
Bitcoin becomes Remixpoint’s sole crypto holding Following the September 1 sales, Remixpoint said its cryptocurrency holdings consisted solely of approximately 1,506 BTC.
The decision extends a Bitcoin strategy that the company had been expanding since 2024. Remixpoint approved another ¥1 billion Bitcoin purchase in May 2025 after committing ¥11 billion to cryptocurrency purchases and spending ¥10.5 billion of that amount. The additional allocation would have taken its approved crypto investment to ¥12 billion at the time.
Its Bitcoin strategy accelerated two months later when Remixpoint announced a financing plan designed to raise approximately $215 million. The company said at the time that it intended to increase its Bitcoin exposure, while its crypto portfolio still included ETH, XRP and SOL. Its Bitcoin balance then stood at roughly 1,051 BTC.
Remixpoint reinforced the strategy in July 2025 when CEO Yoshihiko Takahashi chose to receive his salary in Bitcoin. The arrangement made Remixpoint the first publicly listed Japanese company to pay its chief executive entirely in BTC, with the company converting an amount equal to Takahashi’s salary into Bitcoin before transferring it to him.
Bitcoin lending has since generated revenue from the company’s holdings. Remixpoint’s September 2 filing showed that lending operations produced 14.92055902 BTC, valued at ¥164.22 million, between February 24 and August 31. Monthly lending income reached 2.48356398 BTC, worth ¥31.15 million, in August alone.
Japanese companies continue building Bitcoin treasuries Remixpoint’s Bitcoin concentration comes as other Japanese listed companies have developed treasury strategies centered on the cryptocurrency.
Metaplanet held 43,000 BTC after adding 2,823 Bitcoin during the second quarter of 2026. The company reported an overall average acquisition price of ¥15.3 million per Bitcoin, while revenue from its Bitcoin Income Generation business fell roughly 41% quarter over quarter to ¥1.747 billion.
Metaplanet has moved beyond accumulation into financial products tied to its treasury. In July, the company completed its ¥2.1 billion acquisition of Siiibo Securities and launched Metaplanet Securities, a regulated business intended to develop Bitcoin-backed bonds and digital credit products.
Remixpoint, meanwhile, said the ¥878.81 million raised from its altcoin disposals would be considered for expanding assets in business areas it has identified for future growth, including grid-scale storage batteries. The company named strengthening its financial base and other measures intended to improve corporate and shareholder value among the potential uses of the proceeds.
Kripto piyasasında satış dalgası yeniden hızlandı. Ancak bu kez dikkat çeken yalnızca düşüş değil, kayıpların dağılımı oldu. Bitcoin yaklaşık yüzde 1 gerilerken Solana ve Tron yüzde 3’ten fazla düştü. Peki yatırımcılar neden altcoinleri Bitcoin’den önce sattı?
Bitcoin, çarşamba günü 77.500 dolar civarında hareket etti. Solana ise 100 dolar seviyesine geri çekildi. Tron 0,32 dolara indi.
Ether %2 düşerek 2.414 doların hemen üzerinde işlem gördü. XRP de yaklaşık %2 kaybederek 1,35 dolara geriledi. Dogecoin 0,08 doların biraz üzerinde kaldı. HYPE ise %1’den fazla düştü.
BNB, büyük altcoinler arasında daha dirençli kaldı. Kripto para %1’den az gerileyerek 687 dolar civarında işlem gördü.
Buradaki kritik ayrıntı şu: Satış Bitcoin’de aynı ölçekte yaşanmadı. Yatırımcılar risk azaltırken daha yüksek oynaklığa sahip varlıklardan önce çıktı. Solana ve Tron’un Bitcoin’den yaklaşık üç kat fazla gerilemesi bu ayrışmayı gösterdi.
İran saldırısı sonrası asıl baskı nereden geldi? Satış dalgasının kaynağı kripto piyasasının içindeki bir gelişme değildi. ABD’nin İran’a yönelik hava saldırıları küresel piyasalarda risk iştahını zayıflattı.
Brent petrol 95 doların üzerine çıktı. Piyasada Hürmüz Boğazı üzerinden enerji taşımacılığına ilişkin endişeler yeniden arttı.
Aynı saatlerde ABD’nin 10 yıllık Hazine tahvil getirisi %4,81’e ulaştı. Bu, yaklaşık üç yılın en yüksek seviyesi oldu.
Asya piyasaları da baskıyı hissetti. Japonya’nın beş yıllık tahvil getirisi rekor kırdı. On yıllık tahvil getirisi ise %3 seviyesine çıktı. Japon hisseleri yüzde 2’den fazla düşerken Güney Kore Kospi endeksi yüzde 3’ün üzerinde geriledi.
Bu tablo kripto açısından önemli bir değişime işaret ediyor. Piyasa şu anda yalnızca jeopolitik riski değil, bunun enflasyon ve faizler üzerindeki etkisini de fiyatlıyor.
İlginç olan ise güvenli liman olarak görülen altının da bu hareketten kaçamaması oldu. Altının ons fiyatı yaklaşık 4.296 dolara geriledi ve kayıplarını ikinci güne taşıdı. Bu durum, piyasanın yalnızca riskli varlıklardan çıkıp altına yöneldiği klasik bir senaryonun yaşanmadığını gösteriyor.
Fed faiz artırırsa altcoinler daha fazla baskı görebilir Petrol fiyatındaki yükseliş, Fed’in enflasyonla mücadelesini daha zor hale getirebilir. Bu nedenle faiz beklentileri de hızla değişti.
CME FedWatch verilerine göre Fed’in eylül toplantısında faiz artırma ihtimali %66’ya yükseldi. Bu oran yalnızca bir hafta önce yaklaşık yüzde 40 seviyesindeydi.
Fed Başkanı Kevin Warsh’ın Jackson Hole’daki açıklamaları da piyasadaki beklentileri etkiledi. Warsh, para politikasının enflasyonu kontrol altına almak için henüz yeterince sıkı olmayabileceği görüşünü dile getirdi.
Faiz beklentisindeki bu değişim özellikle yüksek riskli varlıkları zorluyor. Daha yüksek faiz ihtimali güçlendikçe yatırımcıların risk alma iştahı azalıyor.
Bitcoin de bu ortamdan tamamen kaçamıyor. Ancak son hareket, yatırımcıların risk azaltırken altcoinlerde daha agresif davrandığını gösteriyor.
Bitcoin için şimdi 80.000 dolar kritik Bitcoin’in önündeki en önemli kısa vadeli seviye 80.000 dolar.
LMAX Group stratejisti Joel Kruger, bu bölgeyi önemli bir yukarı yönlü alan olarak değerlendiriyor. Mayıs ayında görülen yaklaşık 82.820 dolarlık zirve de bunun üzerinde takip edilecek kritik seviye konumunda.
Bitcoin’in 80.000 doları aşması halinde piyasanın yeniden güç kazanması mümkün. Ancak faiz beklentilerinin daha da yükselmesi bu hareketi zorlaştırabilir.
Bu nedenle Bitcoin’in önündeki asıl sınav yalnızca teknik seviyede değil. Makro veriler de fiyatın yönünü belirleyecek. Bitfinex analistleri de saldırılar öncesinde BTC için benzer bir risk seviyesine dikkat çekmişti. Analistlere göre Bitcoin’in yükselişini sürdürmesi veya yatay hareket etmesi mümkün görünüyordu. Ancak tüm riskli varlıklarda geniş çaplı bir geri çekilme yaşanması halinde Bitcoin de bu satıştan kaçamayabilirdi.
Cuma günü Bitcoin için kritik veri açıklanacak Piyasaların gözü şimdi ABD’nin ağustos ayı istihdam raporunda.
Ekonomistler ağustosta yaklaşık 55.000 yeni istihdam bekliyor. Temmuz ayında ise 23.000 kişilik istihdam kaybı yaşanmıştı.
Buradaki senaryo oldukça net.
Güçlü bir istihdam verisi, Fed’in faiz artırımı ihtimalini destekleyebilir. Bu durumda Bitcoin’in 80.000 dolara yükselmesi zorlaşırken Solana, XRP ve diğer yüksek riskli altcoinlerde satış baskısı yeniden artabilir.
Zayıf bir istihdam verisi ise faiz beklentilerini gevşetebilir. Böyle bir tablo Bitcoin’in yeniden 80.000 doları test etmesi için piyasaya alan açabilir.
ABD’nin enflasyon verisi ise 11 Eylül’de açıklanacak. Ardından yatırımcıların gündeminde 15 Eylül’deki Clarity Act oylaması ve 16 Eylül’deki Fed faiz kararı olacak.
Kripto piyasasında son düşüşün verdiği mesaj bu nedenle önemli: Bitcoin henüz 80.000 dolardan vazgeçmiş değil. Ancak altcoinlerdeki sert satış, yatırımcıların risk konusunda çok daha seçici hale geldiğini gösteriyor. Cuma günkü istihdam verisi ise bu dengenin hangi yöne kırılacağını belirleyebilir.
Bu içerik genel piyasa verilerine dayanır ve yatırım tavsiyesi değildir. Kendi araştırmanızı yapmanızı öneririz.
Son Dakika kripto para haberleri için hemen tıkla.
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Bitcoin surged 24% in August, recording its strongest monthly gain since November 2024, before stabilizing around $78,000 following this sharp rise.
According to economists, high oil prices and rising US Treasury bond yields have limited further gains in BTC. On the other hand, expectations for an interest rate hike in September have significantly increased following Federal Reserve Chairman Kevin Warsh’s speech in Jackson Hole.
However, according to analysts, Bitcoin continues to hold onto critical support levels.
Bitcoin Holds Critical Support! According to Bitfinex analysts, Bitcoin is holding onto its critical support level at $77,100 despite signals from the Fed indicating a more hawkish monetary policy.
According to Bitfinex’s latest Alpha report, BTC experienced a sharp pullback last week after rising to $81,500, following Federal Reserve Chairman Kevin Warsh’s remarks at Jackson Hole.
However, despite this pullback, BTC’s ability to hold above $77,100 indicates that the uptrend is not yet broken.
Spot Buying is Also Behind Bitcoin’s Rise! Bitfinex analysts stated that the Bitcoin surge in August was not solely due to leveraged trading, but that actual spot market purchases also supported the rise.
At this point, analysts stated that there was a total net inflow of $924.5 million into US spot Bitcoin ETFs during the week of August 24-28. Bitfinex added that liquidity concentrated in ETFs and stablecoins supports the uptrend in Bitcoin and the crypto market, but high inflation and expectations of future interest rate hikes could limit further gains.
At this point, the US employment data to be released on September 4th and the inflation data to be released on September 11th will be critical in terms of expectations regarding the Fed’s interest rate decision in September.
Can BTC Hold Above $80,000? Although Bitcoin fell below $80,000 following Kevin Warsh’s hawkish speech at Jackson Hole, it is holding onto the $77,100 support level.
However, questions remain about the sustainability of the price above $80,000. While Bitfinex notes that strong spot Bitcoin demand and a net inflow of $925 million into spot Bitcoin ETFs are supporting the market, some analysts are more cautious about the sustainability of the rally.
At this point, Greeks.live analyst Adam noted that there had been large inflows into ETFs, but this strong inflow series ended with a $202 million outflow on August 28th. The analyst stated that the net outflows from ETFs in the last few days, and the possibility of these outflows becoming permanent, could make it difficult for BTC to hold above $80,000.
The analyst also discussed Strategy’s decision to resume BTC purchases after a long hiatus. According to the analyst, Strategy’s Bitcoin purchases may support the price in the short term, but may not be enough to change the long-term trend on their own.
Macro Risks Persist! Finally, the analyst noted that, as Bitfinex has also pointed out, the Fed’s hawkish stance and macroeconomic uncertainties are among the main risks for Bitcoin.
According to the analyst, these factors are putting additional pressure on investor confidence and the BTC price. At this point, the analyst believes it’s too early to talk about a new strong bull trend without a sustained move above $80,000 in Bitcoin. ETF flows and Fed policy will be decisive in determining the short-term direction.
*This is not investment advice.
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Bitcoin has experienced a significant surge in the past week, climbing from around $62,000 to over $81,000. This recovery in BTC price has pushed the “Kimchi premium,” a key indicator of the cryptocurrency market in South Korea, back into positive territory.
This development, which indicates a strengthening appetite for risky assets among South Korean retail investors, is also considered a noteworthy signal for Bitcoin.
According to Bloomberg, as of September 1, the price of Bitcoin in Korean won on Upbit, South Korea’s largest cryptocurrency exchange, was trading approximately 1% higher than the dollar-based price of Bitcoin on Binance. In other words, Bitcoin is trading at about 1% higher in the South Korean market compared to global markets.
Bloomberg reported that Bitcoin prices in South Korea traded at a premium compared to global markets for about a week, the longest period of appreciation seen since early May.
What Does “Kimchi Primi” Mean? “Kimchi premium” refers to the difference between the price of Bitcoin traded in South Korea and its price on global markets. During periods of increased demand for cryptocurrencies among South Korean investors, local prices can exceed global market prices.
Therefore, the kimchi premium is considered one of the indicators used to track not only price differential but also the risk appetite of individual investors in South Korea and, more broadly, in Asia.
Analyst Says South Korean Investors Are Making Aggressive Buys During Risky Times! Rachael Lucas, an analyst at BTC Markets, told Bloomberg that South Korean individual investors tend to aggressively increase their Bitcoin purchases during periods of increased risk appetite.
Lucas said that the shift in South Korea from trading at a discount to trading at a premium compared to overseas exchanges resulted in stronger returns in the following weeks.
Experts Wary of Kimchi Priming! While the resurgence of the Kimchi Premium in South Korea is interpreted as positive for BTC, it is not seen as a guarantee of a new Bitcoin rally on its own.
Speaking to Bloomberg, Markus Thielen, head of 10x Research, noted that while the premium has turned positive, spot trading volumes haven’t increased to the same extent. Thielen believes it’s too early to say that South Korean investors have yet become the main driver of the Bitcoin price recovery.
*This is not investment advice.
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The investors who helped propel Bitcoin into its Wall Street era are showing signs of coming back, offering a crucial test of whether its latest rally can turn into something bigger.
About $3.5 billion poured into US-listed Bitcoin ETFs in August, the biggest monthly inflow in more than a year, even as the token struggles to hold around $80,000.
In brief Bitcoin has closed 8 of the last 13 Septembers in the red, averaging a 2.97% loss, the worst month of the year by both average and median return. September 2025 broke the streak with a 5.16% gain, Bitcoin's third straight green close, only for October to turn negative for the first time since 2018 days before a Trump tariff threat triggered $19 billion in liquidations. Bitcoin opens September 2026 around $77,500 after a near 25% jump in August, with the Fed weighing its first hike since 2023 and a midterm election year stacking its own seasonal drag on top. Bitcoin investors have lost money in eight of the last 13 Septembers. The S&P 500 has averaged a loss in September since 1945, and researchers at Yardeni have traced the pattern all the way back to 1928.
Bitcoin didn't invent this curse, but still the digital asset has joined it.
Myriad: Bitcoin price next move? Click to make your prediction.Crypto traders call it "Red September," a cyclical market boogeyman of sorts that resurfaces every year right around now. But it isn't superstition. It's a data pattern stubborn enough that both a fifteen-year-old asset and a hundred-year-old stock index can't shake it.
But why though?
The math behind the curseSince 2013, Bitcoin has closed September lower eight times out of 13 completed years, a 38.5% win rate, according to monthly return data tracked by CoinGlass. The average return is negative 2.97%, the median is negative 2.44%, and both numbers matter here: a negative median means even a "normal" September loses money, not just a couple of catastrophic ones dragging the average down.
Bitcoin monthly returns. Image: CoinglassOnly June comes close, averaging a smaller 1.59% loss over the same stretch. Everything else on the calendar is positive on average. October, the best month by a mile, has returned 19.92% on average with a 14.71% median, the "Uptober" reputation crypto Twitter always celebrates when the time comes.
August deserves a footnote here, because the number lies. Its average return is a perfectly respectable positive 2.82%, but its median is negative 6.99%. Translation: most Augusts lose money, and it's only the freak years among them that boost the average into positive territory.
It's not just cryptoWall Street's version of this is older and better documented. The S&P 500 has averaged roughly a 0.6% decline in September since 1945, according to Chase's own market research, and it's the only month with a negative long-run average. Zoom out to 1928 and the number gets worse, closer to a 1.1% to 1.2% average loss.
Nobody agrees on why. The leading theories: mutual funds close their fiscal year on October 31 and dump losers in September to harvest tax losses; institutional desks return from summer break and execute deferred de-risking all at once; and the Fed's mid-month meeting tends to land right in the middle of the chop.
None of those explain Bitcoin, which doesn't have a fiscal year or a summer vacation, but is still a financial investment nonetheless.
This year carries an extra layer. 2026 is a midterm election year, and across the last 10 midterm cycles since 1986, the average U.S. stock market low has landed on September 2, with drawdowns averaging nearly 17% from the prior high before markets recover. Bitcoin trades more like a high-beta tech stock than a hedge these days, so that correlation cuts both ways.
What happened last SeptemberLast year's Red September followed the script, then flipped it. Bitcoin opened the month trading right around $108,000 with its RSI reading oversold near 38, and DYOR CEO Ben Kurland told Decrypt the idea of Red September is "more myth than math."
Math won the early rounds. By mid-month, a brutal week had wiped roughly $162 billion off crypto's total market cap and pushed Bitcoin down toward $112,000, briefly touching an intraday low near $111,986. Myriad, the prediction market built by Decrypt's parent company Dastan, had traders pricing nearly 60% odds of another red day at the bottom.
Bitcoin price data. Image: TradingviewBitcoin clawed back anyway. ETF inflows played a role. CryptoQuant flagged long-term holders rotating coins into ETFs as a bullish tell, and Bitcoin rallied above $114,000 to close the month up 5.16%, the third consecutive green September on record.
Then October wrecked the partyThe redemption arc lasted six days. Bitcoin hit a fresh all-time high above $126,000 on October 6, and the "Uptober" trade looked bulletproof again.
It wasn't. On October 10, President Donald Trump threatened 100% tariffs on Chinese imports, and crypto became the only market open to react. Within 24 hours, $19 billion in margin positions were wiped out, 1.6 million traders got liquidated, and market maker Wintermute told Decrypt it stopped trading entirely because the move broke its own internal risk rules.
Bitcoin fell from above $121,000 to briefly below $102,000 that day, dragging altcoins down even harder. Some layer-2 tokens lost 70% within hours. October closed down 3.69%, only the third red October since 2013, and the damage kept compounding: November finished down 17.67%, Bitcoin's worst November since 2018, on its way to a 21-month low near $59,300 by this past June. Crypto traders have taken to calling that stretch the crypto winter.
So last year was atypical. We had Uptember and Red October, which is not how the market universe tends to behave.
Bitcoin's setup this time
Bitcoin is trading around $77,500 as September opens, down slightly on the day after closing out a nearly 25% August, its best August since 2021. That rally has stalled just under resistance between $81,455 and $82,538, with support sitting in the $73,670 to $75,157 zone underneath.
Bitcoin price data. Image: TradingviewThe macro picture has flipped hard since spring. Fed Chair Kevin Warsh used his first Jackson Hole speech to flag that the PCE price index is running 3.7% annually and accelerating on a six-month basis, and CME’s FedWatch tool now put the odds of a September rate hike at 68.2. The 30-year Treasury yield touched 5.28% in late August, a level last seen before the 2008 financial crisis.
Gold has been rallying right alongside Bitcoin, which tells you something about what's actually driving this: not risk appetite so much as a growing debasement trade, investors hedging against a Fed that might be forced to keep printing while inflation refuses to cooperate. The SEC's proposed Regulation Crypto Assets rule, published August 18, adds a rare regulatory tailwind to an otherwise jumpy setup.
The next hard date is September 15 to 16, when the Fed decides whether to hike rates for the first time since its 2022-2023 tightening cycle, a stretch that dragged Bitcoin down roughly 65% to a $15,500 low in November 2022.
Disclaimer
The views and opinions expressed by the author are for informational purposes only and do not constitute financial, investment, or other advice.
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In brief Bitcoin has closed 8 of the last 13 Septembers in the red, averaging a 2.97% loss, the worst month of the year by both average and median return. September 2025 broke the streak with a 5.16% gain, Bitcoin's third straight green close, only for October to turn negative for the first time since 2018 days before a Trump tariff threat triggered $19 billion in liquidations. Bitcoin opens September 2026 around $77,500 after a near 25% jump in August, with the Fed weighing its first hike since 2023 and a midterm election year stacking its own seasonal drag on top. Bitcoin investors have lost money in eight of the last 13 Septembers. The S&P 500 has averaged a loss in September since 1945, and researchers at Yardeni have traced the pattern all the way back to 1928.
Bitcoin didn't invent this curse, but still the digital asset has joined it.
Myriad: Bitcoin price next move? Click to make your prediction.Crypto traders call it "Red September," a cyclical market boogeyman of sorts that resurfaces every year right around now. But it isn't superstition. It's a data pattern stubborn enough that both a fifteen-year-old asset and a hundred-year-old stock index can't shake it.
But why though?
The math behind the curseSince 2013, Bitcoin has closed September lower eight times out of 13 completed years, a 38.5% win rate, according to monthly return data tracked by CoinGlass. The average return is negative 2.97%, the median is negative 2.44%, and both numbers matter here: a negative median means even a "normal" September loses money, not just a couple of catastrophic ones dragging the average down.
Bitcoin monthly returns. Image: CoinglassOnly June comes close, averaging a smaller 1.59% loss over the same stretch. Everything else on the calendar is positive on average. October, the best month by a mile, has returned 19.92% on average with a 14.71% median, the "Uptober" reputation crypto Twitter always celebrates when the time comes.
August deserves a footnote here, because the number lies. Its average return is a perfectly respectable positive 2.82%, but its median is negative 6.99%. Translation: most Augusts lose money, and it's only the freak years among them that boost the average into positive territory.
It's not just cryptoWall Street's version of this is older and better documented. The S&P 500 has averaged roughly a 0.6% decline in September since 1945, according to Chase's own market research, and it's the only month with a negative long-run average. Zoom out to 1928 and the number gets worse, closer to a 1.1% to 1.2% average loss.
Nobody agrees on why. The leading theories: mutual funds close their fiscal year on October 31 and dump losers in September to harvest tax losses; institutional desks return from summer break and execute deferred de-risking all at once; and the Fed's mid-month meeting tends to land right in the middle of the chop.
None of those explain Bitcoin, which doesn't have a fiscal year or a summer vacation, but is still a financial investment nonetheless.
This year carries an extra layer. 2026 is a midterm election year, and across the last 10 midterm cycles since 1986, the average U.S. stock market low has landed on September 2, with drawdowns averaging nearly 17% from the prior high before markets recover. Bitcoin trades more like a high-beta tech stock than a hedge these days, so that correlation cuts both ways.
What happened last SeptemberLast year's Red September followed the script, then flipped it. Bitcoin opened the month trading right around $108,000 with its RSI reading oversold near 38, and DYOR CEO Ben Kurland told Decrypt the idea of Red September is "more myth than math."
Math won the early rounds. By mid-month, a brutal week had wiped roughly $162 billion off crypto's total market cap and pushed Bitcoin down toward $112,000, briefly touching an intraday low near $111,986. Myriad, the prediction market built by Decrypt's parent company Dastan, had traders pricing nearly 60% odds of another red day at the bottom.
Bitcoin price data. Image: TradingviewBitcoin clawed back anyway. ETF inflows played a role. CryptoQuant flagged long-term holders rotating coins into ETFs as a bullish tell, and Bitcoin rallied above $114,000 to close the month up 5.16%, the third consecutive green September on record.
Then October wrecked the partyThe redemption arc lasted six days. Bitcoin hit a fresh all-time high above $126,000 on October 6, and the "Uptober" trade looked bulletproof again.
It wasn't. On October 10, President Donald Trump threatened 100% tariffs on Chinese imports, and crypto became the only market open to react. Within 24 hours, $19 billion in margin positions were wiped out, 1.6 million traders got liquidated, and market maker Wintermute told Decrypt it stopped trading entirely because the move broke its own internal risk rules.
Bitcoin fell from above $121,000 to briefly below $102,000 that day, dragging altcoins down even harder. Some layer-2 tokens lost 70% within hours. October closed down 3.69%, only the third red October since 2013, and the damage kept compounding: November finished down 17.67%, Bitcoin's worst November since 2018, on its way to a 21-month low near $59,300 by this past June. Crypto traders have taken to calling that stretch the crypto winter.
So last year was atypical. We had Uptember and Red October, which is not how the market universe tends to behave.
Bitcoin's setup this time
Bitcoin is trading around $77,500 as September opens, down slightly on the day after closing out a nearly 25% August, its best August since 2021. That rally has stalled just under resistance between $81,455 and $82,538, with support sitting in the $73,670 to $75,157 zone underneath.
Bitcoin price data. Image: TradingviewThe macro picture has flipped hard since spring. Fed Chair Kevin Warsh used his first Jackson Hole speech to flag that the PCE price index is running 3.7% annually and accelerating on a six-month basis, and CME’s FedWatch tool now put the odds of a September rate hike at 68.2. The 30-year Treasury yield touched 5.28% in late August, a level last seen before the 2008 financial crisis.
Gold has been rallying right alongside Bitcoin, which tells you something about what's actually driving this: not risk appetite so much as a growing debasement trade, investors hedging against a Fed that might be forced to keep printing while inflation refuses to cooperate. The SEC's proposed Regulation Crypto Assets rule, published August 18, adds a rare regulatory tailwind to an otherwise jumpy setup.
The next hard date is September 15 to 16, when the Fed decides whether to hike rates for the first time since its 2022-2023 tightening cycle, a stretch that dragged Bitcoin down roughly 65% to a $15,500 low in November 2022.
Disclaimer
The views and opinions expressed by the author are for informational purposes only and do not constitute financial, investment, or other advice.
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Cathie Wood’s ARK Invest is sounding the institutional alarm on crypto, and for once, the data backs up the enthusiasm. The firm’s latest research shows that spot Bitcoin ETFs and digital asset trusts now control 12.2% of Bitcoin’s total supply, a figure that would have seemed absurd just two years ago when the SEC was still playing keep-away with spot ETF applications.
ARK’s own crypto-linked assets across its suite of ETFs have surpassed $2.15 billion as of November 2025.
The numbers behind the narrative ARK’s flagship fintech ETF, ARKF, has allocated approximately 29% of its portfolio to digital assets. The fund’s holdings span major crypto-adjacent companies like Coinbase and Circle, alongside ARK’s own ARKB Bitcoin ETF, creating a layered exposure strategy that gives investors multiple entry points into the digital asset ecosystem.
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The firm has also continued purchasing crypto-related equities during market dips throughout 2025 and into 2026.
From retail frenzy to institutional infrastructure ARK has reinforced its commitment to broadening access by filing for two crypto index ETFs tied to the CoinDesk 20 in December 2025. One fund would include Bitcoin exposure, while the other would exclude it via futures, essentially letting investors choose whether they want the flagship asset in their broader crypto basket.
The CoinDesk 20 index covers the largest digital assets by market capitalization, so these ETFs would give traditional investors a diversified crypto portfolio through a single ticker.
What the bear market thesis means ARK’s research points to a transition from retail to institutional demand for Bitcoin through regulated vehicles like spot ETFs. On-chain data can reveal patterns invisible in price charts alone, such as whether long-term holders are accumulating or distributing, and whether network usage is growing independent of speculative trading volume.
ARK’s filing for CoinDesk 20 index ETFs also signals something about competitive positioning. The firm isn’t content to compete solely on Bitcoin exposure, where BlackRock’s iShares Bitcoin Trust has dominated flows. By moving into broader crypto index products, ARK is carving out territory in a segment where fewer incumbents have established themselves.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Strive, Inc. has generated enough capital through its preferred stock program to purchase 104 Bitcoin over a nine-day stretch, continuing one of the more methodical institutional accumulation strategies in the market right now.
The company’s Variable Rate Series A Perpetual Preferred Stock, ticker SATA, has become the engine behind a Bitcoin treasury that now exceeds 23,000 BTC. Strive isn’t selling common shares, issuing debt, or conducting buybacks to fund these purchases. It’s running the whole operation through a single preferred equity instrument.
How the SATA machine works Strive authorized the at-the-market (ATM) program in December 2025 with a ceiling of $500 million. The preferred shares carry a par value of $100 and pay a variable annualized dividend of roughly 13%, which shifted to daily payouts as of June 2026.
When SATA trades near or above its par value, Strive activates its ATM facility and sells new preferred shares into the market. The proceeds go directly toward buying Bitcoin. When conditions aren’t favorable for existing preferred holders, the company simply doesn’t sell.
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Between August 24 and August 28, 2026, Strive completed its most aggressive single acquisition to date: 1,800 BTC funded by approximately $80.3 million in SATA proceeds. That purchase alone pushed total holdings to 23,156 BTC.
The treasury trajectory Strive’s Bitcoin holdings have scaled dramatically in a relatively short window. The company held only a small number of BTC in late 2025 when the SATA program launched. By August 2026, it had accumulated over 23,000 BTC.
The 104 BTC raised over nine consecutive days represents the latest data point in what has become a remarkably consistent cadence. Earlier periods saw the program generate funding capacity for over 1,192 BTC in a single week.
Strive also carries no long-term corporate debt. In a landscape where several Bitcoin treasury companies have layered convertible notes and term loans on top of equity raises, the zero-debt posture gives Strive a cleaner balance sheet and fewer forced-selling scenarios if Bitcoin prices drop sharply.
What this means for Bitcoin treasury plays The 13% variable dividend is the carrot for preferred shareholders. Investors buying SATA are essentially lending capital to Strive at a 13% cost, with the understanding that the proceeds will be deployed into Bitcoin.
Daily dividend payments, introduced in June 2026, add another layer of appeal for income-focused investors who want crypto exposure without holding the asset directly.
The risk runs in both directions. A sustained Bitcoin downturn would leave Strive holding a depreciating asset while still owing 13% annually to preferred shareholders. At 23,156 BTC, even a modest percentage decline in Bitcoin’s price would represent hundreds of millions in unrealized losses, while the dividend clock keeps ticking regardless.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
OCEAN Mining, the decentralization-focused Bitcoin mining pool, has named Bob Burnett as its new chairman of the board. The appointment fills a leadership vacuum that opened when co-founder Luke Dashjr stepped down from his roles as chairman and CTO on August 29, 2026.
Burnett isn’t exactly a newcomer to OCEAN’s orbit. As CEO of Barefoot Mining, he’s directed over 90% of his company’s hashrate to the pool, making him one of its most significant contributors and loudest advocates.
From biggest customer to boardroom leader Burnett’s elevation follows what appears to have been a deliberate pause in succession planning. After Dashjr’s departure, OCEAN initially chose not to name an immediate replacement, instead emphasizing its commitment to continuing transparent, permissionless operations.
Burnett brings operational credibility to the role, having publicly championed OCEAN’s model and participated in performance studies that he says demonstrate better financial returns compared to traditional FPPS (full pay-per-share) pools.
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OCEAN launched in November 2023 with roughly $6.2 million in seed funding led by Jack Dorsey, and has since grown to represent between 2.45% and 2.88% of recent Bitcoin blocks. Its hashrate estimates range between 13 and 25 EH/s, depending on the measurement window.
Why OCEAN operates differently Most Bitcoin mining pools function like middlemen. Miners contribute hashpower, the pool finds blocks, and the pool distributes rewards, often holding custody of funds during the process. OCEAN takes a different approach.
The pool uses a proprietary system called DATUM that lets individual miners build their own block templates. In plain terms, miners get to choose which transactions go into the blocks they’re working on, rather than handing that decision to a centralized pool operator. Payouts are non-custodial, meaning the pool never holds miners’ Bitcoin.
OCEAN also employs what it calls the TIDES system to ensure payout transparency. The entire setup is designed to address a concern that’s been brewing in Bitcoin circles for years: that mining pool consolidation undermines the decentralization Bitcoin was built to provide.
OCEAN achieved SOC 2 Type 1 compliance in November 2025 and added SOC 1 Type 1 certification in March 2026.
The Dashjr departure and what it signals Luke Dashjr’s resignation from OCEAN wasn’t a quiet exit. A longtime Bitcoin Core developer and one of OCEAN’s co-founders, Dashjr left citing evolving internal visions and protocol debates.
What this means for Bitcoin mining’s competitive dynamics The broader question is whether OCEAN’s model can scale without compromising the principles that differentiate it. Non-custodial payouts and miner-built block templates add complexity. OCEAN’s counter-argument, supported by Burnett’s own data, is that the economics actually favor its approach through the TIDES system compared to conventional FPPS arrangements.
The risk, of course, is concentration of a different kind. When your new chairman also runs the operation contributing the largest share of your hashrate, the line between customer and controller gets blurry. OCEAN will need to demonstrate that Burnett’s dual role doesn’t create the same centralization dynamics the pool was founded to prevent.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Bitcoin price has fallen below $77,000 as fresh U.S. military strikes on Iranian targets have pushed oil prices higher and triggered heavy selling across crypto and stock markets.
Summary
Bitcoin price dropped to $76,762 after losing the $78,000 and $77,000 levels. Crypto traders suffered about $115 million in long liquidations within one hour. Brent settled at $94.65, while U.S. crude closed above $90 per barrel. U.S. strikes targeted Iranian positions after reported attacks near the Strait of Hormuz. Bitcoin price falls below $77,000 The U.S. Central Command said American forces began striking Islamic Revolutionary Guard Corps targets in Iran at 12 p.m. ET on Tuesday, citing recent attempted attacks against commercial vessels in the Strait of Hormuz and U.S. military personnel stationed in the region.
Bitcoin (BTC) fell through $78,000 as reports of the operation emerged before extending its decline below $77,000. The cryptocurrency traded around $76,762 at the time of writing, after falling from an intraday high near $79,166.
Selling also reached Ethereum (ETH), which moved below $2,400 during the market decline. According to CoinGlass data cited in the original report, roughly $115 million in leveraged long positions across the crypto market were liquidated within one hour.
Liquidations occur when an exchange closes a leveraged position after the trader’s collateral can no longer cover mounting losses. A rapid price decline can therefore force the closure of long positions, adding more sell orders to an already weak market.
One day earlier, Bitcoin had held near $78,000 even as earlier exchanges between U.S. and Iranian forces pushed crude prices above $90. The latest round of strikes placed renewed pressure on that price area and erased the asset’s brief attempt to hold above short-term support.
The decline has also followed a strong August for Bitcoin. BTC gained about 23% during the month, according to market data cited in earlier coverage, before renewed geopolitical and interest-rate concerns weighed on the opening trading sessions of September.
US strikes increase pressure near the Strait of Hormuz According to CENTCOM’s account, the operation followed alleged Iranian attempts to attack commercial shipping in the Strait of Hormuz and American service members deployed to the region.
Iranian state media reported explosions across several locations on the country’s southern coast, including Qeshm Island, Bandar Abbas and Chabahar. Reports cited by Axios also identified Jask, Konarak, Minab and Sirik among the areas struck.
Qeshm Island and Bandar Abbas sit close to the Strait of Hormuz, a key passage connecting Persian Gulf energy exporters with international markets. Before the current conflict, roughly one-fifth of global oil and liquefied natural gas supplies moved through the waterway, according to Reuters data previously cited in market coverage.
The Associated Press reported that Tuesday’s action ended roughly a month without direct military exchanges between the two countries. Earlier U.S. strikes on Sunday targeted rocket launchers on Larak Island, after which Iran launched missiles toward American sites in Jordan. Jordanian forces intercepted the missiles, while the United Arab Emirates said it stopped an Iranian drone over its waters.
Following Tuesday’s strikes, Iranian semi-official news agencies Fars and Tasnim reported that Tehran had started launching missiles and drones in response. An IRGC spokesperson said the United States “will regret its new attacks,” according to Fars.
President Donald Trump described the American operation as “large and powerful” and warned Tehran against further retaliation. According to Trump, another Iranian response would lead to a “much harder and higher level” of U.S. attack.
Iranian President Masoud Pezeshkian had said earlier on Tuesday that Tehran was prepared to return to a ceasefire agreement brokered with Washington in June if the United States followed its terms. Trump later questioned the value of another agreement during comments reported by the Associated Press.
Oil above $90 adds inflation and rate pressure Crude prices accelerated as military activity returned to areas around the Strait of Hormuz. Reuters reported that Brent crude settled 4.6% higher at $94.65 per barrel, while U.S. West Texas Intermediate rose 5.2% to $90.22.
Oil traders were also monitoring reports that two tankers had been hit while leaving the strait. Iranian officials have warned that Gulf oil exports could face additional disruption if military and economic pressure on Tehran continues.
Earlier exchanges between Washington and Tehran had already exposed the sensitivity of financial markets to oil supply risks. In July, a warning of further U.S. strikes coincided with a $500 billion stock selloff as crude prices rose and Bitcoin came under pressure.
Higher energy prices matter to U.S. crypto investors because a sustained rise in fuel costs can feed into inflation data and influence Federal Reserve policy. U.S. Treasury yields rose during Tuesday’s trading, while the S&P 500 fell to its lowest level since Aug. 4, according to market data cited in the original report.
August inflation data and the Federal Reserve’s September policy decision could therefore affect Bitcoin’s next move. In August, Bitcoin rebounded after CPI data showed annual U.S. inflation at 3.4%, but oil supply disruptions could place fresh pressure on subsequent readings.
Federal Reserve Chair Kevin Warsh has maintained a firm position on inflation and left open the possibility of higher interest rates. Rising Treasury yields can increase the appeal of interest-bearing assets while raising financing costs, conditions that have previously weighed on Bitcoin and other assets that do not produce yield.
US markets fall as leveraged crypto positions unwind Pressure from the military escalation has not remained confined to digital assets. U.S. equities declined as investors assessed the effect of higher oil prices, while the selloff in government bonds pushed Treasury yields upward.
Bitcoin’s fall below $77,000 placed the asset close to the lower end of the price range it had established after its August rally. The intraday low near $76,483 left the $76,500 area as an immediate level being tested by sellers, based on market pricing during the session.
A sustained break below that region would remove another support area that previously slowed declines. Any recovery would first require Bitcoin to regain $77,000, followed by the former support zone between $78,000 and $79,000.
Liquidation data offer another measure of the pressure facing leveraged traders. CoinGlass attributed the one-hour liquidation total of roughly $115 million mainly to long positions, indicating that traders positioned for higher prices absorbed most of the forced closures during the drop.
Meanwhile, Iran’s response remained active late Tuesday, with Fars and Tasnim reporting new missile and drone launches after the U.S. operation. American officials said the initial strikes were directed at Iranian radar and military capabilities associated with threats to commercial vessels and U.S. personnel.
Bitcoin slid on Tuesday after investors went into “risk-off” mode following escalating attacks between the U.S. and Iran.
The largest cryptocurrency had initially shrugged off President Donald Trump’s threats to the Middle Eastern nation, as well as the first strikes.
But things heated up on Tuesday, and bitcoin’s price slid. It was recently down more than 2% on the day, trading for $77,363. The coin had pushed past as high as nearly $81,282 on Friday.
The Tuesday attacks from the U.S. were because Iran tried to put mines in the Strait of Hormuz, and also because of an attack on an American military base in Jordan, according to President Trump.
U.S. Central Command said on X that Iran had also attacked commercial ships.
Today at 12 p.m. ET, U.S. forces began striking Islamic Revolutionary Guard Corps (IRGC) targets in Iran. The strikes follow recent attempted attacks by the IRGC against commercial shipping in the Strait of Hormuz and against American service members deployed to the region.
— U.S. Central Command (@CENTCOM) September 1, 2026 “The strikes follow recent attempted attacks by the Islamic Revolutionary Guard Corps against commercial shipping in the Strait of Hormuz and against American service members deployed to the region,” the post read.
Iran responded with a “decisive operation” against U.S. military bases, according to Iranian media. Oil surged on the news.
Bitcoin’s price has been sensitive to geopolitical tensions this year — especially after Iran and Israel attacked Iran. The cryptocurrency has typically faced downward pressure on news of war, only to then rally when Trump raised hopes of a ceasefire.
Despite Bitcoin’s price being relatively muted, in recent months, it has made more wild swings since mid-August.
Bitcoin’s immediate reaction to rising oil prices is to drop: more expensive energy means higher inflation, and higher inflation typically means the U.S. central bank will postpone rate cuts, which can restrict the liquidity that bitcoin needs to gain momentum.
The Federal Reserve’s chair, Kevin Warsh, last week gave his first major speech as leader of the central bank and said that inflation in the world’s largest economy had not come down enough.
Traders are now no longer pricing in an interest rate cut this year, instead expecting a hike. Bitcoin has typically performed well in the past in low interest rate environments.
Still, the coin had one of its best runs in August after the U.S. Treasury said it would at least double the size of its liquidity-support buyback operations, in response to surging borrowing costs.
The announcement hurt the dollar but non-yielding assets like bitcoin and gold have benefited.
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.
Wall Street’s biggest desks turned defensive as September opened. CNBC’s Investment Committee did the opposite. None of its four members plans to sell.
The split comes as stocks enter the month after 27 record closes this year. September is also the weakest month on the calendar.
Why Wall Street Is Buying ProtectionScott Rubner runs equity and equity derivatives strategy at Citadel Securities and came from Goldman Sachs. His August 31 note made three points.
Earnings are done.
Companies authorized more than $1.1 trillion in buybacks through August. Those buyers go quiet from September 12.
Retail steps back too.
Rubner’s data shows September has the year’s weakest dip buying. Purchases on down days run near half the normal pace.
Hedges are cheap.
The VIX closed August at 14.4, its second lowest finish since December 2025.
“Use strength to reduce some exposure and add inexpensive protection into this event window,” he noted.
Others followed, with JPMorgan’s trading desk moving to neutral. Wells Fargo turned cautious on fears that AI spending has peaked.
Both were far more bullish weeks ago, when JPMorgan raised S&P forecasts as hedging demand dried up.
Why the Committee Is Not Selling
Joe Terranova, Virtus Investment Partners
Momentum fell double digits this quarter while quality rose 1.5%. The market has somewhere to land, he says, so he will not turn bearish yet.
Stephanie Link, Hightower
She is not trying to time the month. Any dip becomes a chance to add to positions she has been building. Value has beaten growth by 14% this year.
Jason Snipe, Odyssey Capital Advisors
He calls himself a long-term investor, not a tactical trader. A soft patch is where he adds exposure.
Josh Brown, Ritholtz Wealth Management
Momentum peaked on June 22 and has fallen 13.7% since. That rotation already happened, he argues. Trading the calendar only creates taxable gains.
The Investment Committee explain how they are setting up their portfolios as we head into September. Source: CNBCFollow us on X to get the latest news as it happens
However, the record is milder than the reputation, because since 1950, September has cost the S&P 500 just 0.6% on average. The month still finished higher 34 times out of 75.
The economy is also holding up. Job openings stayed at 7.3 million in July, the Labor Department reported Tuesday.
Job openings rose from 7.18m in June to 7.27m in July, but beneath the surface measures of labor churn ticked lower:
— Liz Thomas (@LizThomasStrat) September 1, 2026
Bitcoin (BTC) faces the same test. BTC traded near $77,130 on Tuesday, down over 2% over the last 24 hours. Both markets carry a weak September seasonality record.
Bitcoin Price Performance. Source: BeInCryptoThe desks are paying for insurance. The committee is waiting for the sale.
The big money is tiptoeing back in. US spot Bitcoin ETFs recorded approximately $3.5 billion in net inflows during August, marking the strongest monthly figure in more than a year and signaling that the institutional investors who helped turn Bitcoin into a Wall Street fixture are re-entering the picture.
The timing is notable. Bitcoin has been trading around the $80,000 level, a psychologically significant price point that, until recently, looked more like a ceiling than a floor.
From outflows to a flood of fresh capital To appreciate how dramatic this reversal is, you need to rewind a few months. Through mid-2026, Bitcoin ETFs experienced net outflows totaling roughly $2.6 billion. Money was leaving, not arriving.
Then August happened. A $3.5 billion swing in the opposite direction doesn’t just erase the earlier pessimism. It dwarfs it. That’s the equivalent of the entire first-half exodus being reversed in a single month, with nearly a billion dollars to spare.
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BlackRock’s IBIT frequently led the charge on daily inflows during this period. When the world’s largest asset manager is consistently topping the leaderboard in Bitcoin ETF purchases, it sends a signal that reverberates well beyond crypto circles. Fidelity’s offerings also played a significant role in the resurgence, reinforcing the idea that this isn’t a one-firm anomaly but a broader institutional trend.
What changed: Treasury moves and liquidity tailwinds Institutional investors don’t typically reverse course because of vibes. They follow liquidity, and in August, the US Treasury provided exactly that. Bond buyback initiatives targeting longer-dated debt injected fresh liquidity into the financial system, creating favorable conditions for riskier assets across the board.
Bitcoin, which has increasingly traded in correlation with broader risk appetite, benefited directly. When the Treasury effectively loosens financial conditions, capital tends to flow toward higher-return opportunities. And for institutions already familiar with Bitcoin’s risk-reward profile through their earlier ETF positions, re-entering the trade becomes a relatively straightforward decision.
The ETF infrastructure that launched in early 2024 created permanent on-ramps for this capital, and those on-ramps don’t disappear during quiet periods. They just sit idle until conditions shift.
Corporate treasuries join the party Beyond the ETF flows themselves, a parallel trend is reinforcing the institutional narrative. Corporate treasury involvement with Bitcoin has been expanding, with more companies integrating Bitcoin exposure into their broader financial strategies.
The current wave is more methodical, involving structured approaches to digital asset allocation that fit within existing corporate governance frameworks. Companies are treating Bitcoin less like a speculative bet and more like a line item in a diversified treasury strategy.
What this means for the market ahead The August inflow numbers represent more than a single data point. They suggest that the institutional thesis on Bitcoin, which wobbled during the mid-2026 outflow period, has been reasserted rather than abandoned.
Price discovery driven by BlackRock and Fidelity looks very different from price discovery driven by retail traders on leverage. The risk, of course, is that macro conditions shift again. If Treasury policy reverses or broader financial conditions tighten, the same institutional investors who returned in August could pull back once more.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Bitcoin (BTC) today is down by 2.16% to trade at about $77,000 following extensive bond sell-offs, a hawkish Fed note, and renewed hostilities in the Middle East. While $80K remains a crucial ceiling to clear on the road to $90K, the question of when Bitcoin will permanently cross the six-figure line also lingers.
Bitcoin at $100,000K: when does it happen?According to Giovanni Santostasi’s Bitcoin Power Law Theory, the asset is trading at roughly 56.7% below its fair value of $178,860. This is essentially the midline between the current resistance ceiling/cycle peak of $553,000 and a support line/absolute bottom of $63,460.
Source: Bitbo
Historically, Bitcoin trading at 0-10% above the lower resistance has signaled an optimal buying zone. Even more, the Power Law predicts that Bitcoin will cross the $100,000 support line for good after 2028.
Predictions for 2026-2030Per the Power Law model, here are the projections for BTC price at the end of 2026 through 2030.
End of 2026: support line at $69,500, fair value at $198,700, and resistance ceiling at $615,000.
End of 2027: support line at $95,400, fair value at $272,500, and resistance ceiling at $844,000.
End of 2029: support line at $171,300, fair value at $489,500, and resistance ceiling at $1,515,000.
End of 2030: support line at $224,800, fair value at $642,400, and resistance ceiling at $1,990,000.
Caveats to the Power LawHistorically, the Bitcoin Power Law has been quite reliable in long-term predictions such as the 2015, 2018, and 2022 bottoms.
It has, however, fallen short in near-term predictions due to BTC’s volatility. Furthermore, its chart assumes Bitcoin adoption will forever be up, and it fails to price in events such as halving cycles, miner capitulation, and regulatory, macroeconomic, or geopolitical shocks.
Several financial announcements are scheduled for this month, along with a Congressional vote on the Digital Assets CLARITY Act.
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According to BIT (bit.com) market data, the escalating US-Iran conflict has seen the US military strike targets inside Iran. US President Donald Trump warned Iran would face far more severe retaliation if it launches a counterattack, while Iran has initiated its own response. The renewed conflict has boosted crude oil prices while pressuring US stocks and cryptocurrencies, with Bitcoin briefly falling below $77,000. At the close of US trading, the Dow Jones Industrial Average dropped 0.79%, the S&P 500 fell 0.71%, and the Nasdaq Composite declined 1.03%. US sectors including semiconductors, storage, optical communications, and cryptocurrencies all retreated. Global sovereign bond yields hit their highest level since 2008, with the 10-year US Treasury yield hitting a near 20-month peak. The US Dollar Index rebounded to near a two-week high, while the Japanese yen weakened below 160, hitting its lowest level since the US intervened in the foreign exchange market in late July. Semiconductor and storage sector performance: Seagate Technology (STX) down 1.42%, Western Digital (WDC) down 0.02%, SanDisk (SNDK) down 1.90%, Micron Technology (MU) down 2.64%, Nvidia (NVDA) down 1.51%, Intel (INTC) down 0.60%, Advanced Micro Devices (AMD) down 2.36%, Broadcom (AVGO) down 0.18%, Qualcomm (QCOM) down 2.27%. Crypto-related stocks: Strategy (MSTR) down 6.06%, Coinbase Global (COIN) down 6.01%, Circle Internet Financial (CRCL) down 6.35%, BitMine Immersion (BMNR) down 7.70%. Optical communications stocks: Marvell Technology (MRVL) down 0.60%, Applied Optoelectronics (AAOI) down 3.99%, Lumentum Holdings (LITE) down 5.01%, Coherent Corp. (COHR) down 2.09%, Ciena Corporation (CIEN) down 5.87%, Nokia (NOK) down 2.07%. According to Bitget market data, Brent crude oil rose 4.5% to $94.5 per barrel.
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The institutional landscape of the cryptocurrency market has reached an important milestone — Hyperliquid (HYPE) has officially joined the regulated Nasdaq CME Crypto Index alongside Bitcoin, XRP, and other leading digital assets.
The changes to the benchmark's composition took effect today following a scheduled quarterly rebalancing, as confirmed by an official supplement to the prospectus of the Hashdex Nasdaq CME Crypto Index ETF (NCIQ) filed with the SEC.
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The updated documentation revealed the exact weights of nine assets within the index. Bitcoin (74.36%) and Ethereum (11.88%) retain the largest shares. At the same time, HYPE debuted with a 3.36% weighting, coming close to Solana (3.79%) and surpassing all other participants.
Weekly price chart of Hashdex Nasdaq CME Crypto Index ETF (NCIQ), Source: TradingViewAgainst this backdrop, XRP firmly retained its status as the third-largest asset in the index with a 5.21% share — its slight decline occurred within the framework of standard market volatility, confirming the coin's resilient position in the face of a new strong competitor.
The remaining less than 1.5% of the fund is divided among Cardano, Chainlink, Stellar, and Bitcoin Cash.
How Hyperliquid's ETF foundation opened the token's path into an index with Bitcoin and XRPHyperliquid's inclusion in the Nasdaq CME index was driven by its strict compliance with the exchange's requirements for market capitalization, liquidity, and secure custody standards. This step is supported by developed infrastructure in the U.S. market.
Statistics from the SoSoValue platform as of September 1 show that the net asset value of spot HYPE ETFs reached $461.54 million, equivalent to 2.45% of the coin's market capitalization. By issuer, BlackRock's IBYH fund leads with $236.10 million in net assets, followed by Fidelity's FHYP with $138.59 million and 21Shares' THYP with $86.85 million.
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Combined net inflows into these spot funds reached $344.31 million, with a daily trading volume of $14.72 million, while the HYPE token itself was priced at $83.62 ahead of the rebalancing.
The fact that Hyperliquid has joined the Nasdaq CME index alongside Bitcoin, XRP, and other industry leaders changes the asset's distribution — buying the diversified Hashdex fund now automatically includes exposure to HYPE.
Bitcoin (CRYPTO: BTC) and Ethereum (CRYPTO: ETH) slid Tuesday after President Trump announced U.S. strikes on Iranian targets near the Strait of Hormuz and warned of a larger attack to come.
Trump posted on Truth Social that the U.S. is striking Iranian targets near the Strait of Hormuz in retaliation for Iran attempting to place sea mines in the waterway and firing eight missiles at a US military base in Jordan.
The Kobeissi Letter flagged on X that Brent crude spiked toward $96 per barrel on the news, up nearly 5% on the session.
With oil and yields rising simultaneously, the Dow, S&P 500 (NYSE:SPY), and Nasdaq all traded lower, putting global risk-off firmly back on the table and creating the worst possible setup for risk assets heading into the session.
What Analysts Are Saying About YieldsPeter Schiff posted on X that as long as deficit spending continues, the Fed will keep printing money and buying Treasuries, meaning small rate hikes will not reduce inflation but instead fuel it by widening budget deficits further.
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As Coindesk reported, notable Bitcoin analyst James Lavish commented on a key global bond yield gauge hitting its highest level since 2008, calling it “the death of fiat in a slow-motion train crash.”
Analyst Caleb Franzen added that literally everyone in the market now expects yields to move higher, a level of consensus that itself carries contrarian risk.
Rising yields matter for Bitcoin because higher returns on safe government bonds pull capital away from risk assets like crypto, making it harder for Bitcoin to hold recent gains without fresh spot demand stepping in.
Bitcoin and Ethereum Price Prediction: Key Levels to WatchBTC pulled back after tagging a high of $82,207, its highest print since May. Price now tests the 0.786 Fibonacci support at $76,984, the same zone that acted as resistance through June and July before the breakout.
Holding that level keeps the breakout structure intact while losing it risks a deeper move toward $72,900.
Meanwhile, ETH is consolidating inside an ascending triangle below flat resistance at $2,485.
RSI at 64.86 remains in bullish territory after cooling from above 80, with the 20-day EMA at $2,308 as the first real support below.
Key levels for BTC and ETH: BTC — support $76,984, resistance $82,207 ETH — support $2,308, resistance $2,485 Photo via Shutterstock
According to HTX market data, the overall cryptocurrency market has continued to decline, likely impacted by escalating tensions in the Middle East. Bitcoin has fallen below $77,000, while Ethereum has dropped below $2,400. In related news, the U.S. Air Force struck Iranian targets near the Strait of Hormuz today, followed by Iran launching missiles and drones at U.S. military positions.
Japan’s rate shock deepened on Tuesday. The 30-year government bond yield approached its all-time high of 4.205%, last tested in May. Meanwhile, the 10-year reached 3% for the first time since 1996.
The rate hike itself was never the surprise. Markets had nearly fully priced a September move. What nobody saw coming was Washington publicly demanding it, and a bond market that broke anyway.
JP30Y Performance Source: TradingViewWhy Japan’s Rate Shock Is Reaching Global MarketsUS Treasury Secretary Scott Bessent met Finance Minister Satsuki Katayama and Bank of Japan (BOJ) Governor Kazuo Ueda at the Group of 20 (G20) finance gathering in Asheville, North Carolina. He pressed for hikes and a clearer fiscal plan.
“I have information that the market doesn’t have, and it’s my belief that the Japanese government and the BOJ will do the things that will lead to a stronger yen,” Bessent said.
Japan’s whole curve gave way, with the two-year hitting a 31-year high, lifting yen carry trade costs that had been near zero for a generation.
Where is Bessent? Japan is in trouble.
Rates are surging while the yen is falling:
– Yen at a 40 year low
– JP10Y yield at a 30 year high
– Inflation near a 30 year high
If Bessent doesn’t want Japan dumping USTs, he better prepare for the next intervention.
We all don’t own… pic.twitter.com/LZzx3t4P0W
— Lukas Ekwueme (@ekwufinance) September 1, 2026
Japan’s own budget assumed a 3% long-term rate when it calculated debt-service costs, so Japan’s rising borrowing costs now test that arithmetic.
Other long-end markets moved with it. UK 10-year gilts reached 5.23%, a level last seen in 2008, US 10-year Treasuries traded at 4.78%, and Brent crude climbed above $92 a barrel.
Not everyone reads the selloff as a monetary story. Takahide Kiuchi, a former BOJ board member now at the Nomura Research Institute, framed the 3% print as a verdict on spending under Prime Minister Sanae Takaichi.
“The rise to 3 per cent is a message from the market that could, to some extent, force Takaichi to correct some of her expansionary fiscal policy,” the Financial Times reported, citing Kiuchi.
What a Stronger Yen Would Mean for BitcoinYears of near-free yen borrowing funded leveraged bets across equities, bonds, and crypto. Higher Japanese rates make that funding dearer.
The Bank for International Settlements put yen loans to non-banks outside Japan near $250 billion in March 2024, with cross-border yen claims on offshore centers around $500 billion. It cautioned that the true size resists measurement.
The current estimated size of the yen carry trade may be as high as $500 billion compared to $250 billion in August of 2024, when a 6% rally in the yen caused a global financial shock. The $500 bln may not take into account the amount of leverage added to that total today.
— ron insana (@rinsana) August 1, 2026
When it happened, Bitcoin (BTC) and Ethereum (ETH) shed up to 20% during the August 2024 unwind, as margin calls forced traders to liquidate positions across asset classes.
Bitcoin and Ethereum Price Performance. Source: TradingViewYet the currency has not rallied. The dollar sat near 159.75 yen on Monday, just inside the 160 mark that raises the odds of yen-buying intervention.
Japan’s fading yen defense has held no floor since the July 31 joint operation with Washington.
For officials, the line is 160, but for Bitcoin the trigger is speed rather than level, because the pace of the 2024 appreciation, the sharpest single-day currency move the BIS examined, is what broke the trade.
The BOJ decides on September 18, with markets pricing a quarter-point move to 1.25%. Ueda’s guidance on what follows may matter more to crypto than the hike itself.
Robert Kiyosaki says he owes $1.2 billion. The “Rich Dad Poor Dad” author borrowed that money against apartment buildings, not against the Bitcoin (BTC) and gold he promotes to millions of followers.
His former wife and business partner, Kim Kiyosaki, said the figure covers borrowing shared with partners across roughly 1,500 units. Her account puts his own exposure far below the headline.
The $1.2 Billion Is a Partnership TotalKiyosaki has repeated the number all summer, most recently on the “Get Rich Education” podcast.
“So, I’m a billion two in debt,” the New York reported, citing Kiyosaki.
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Vanity Fair, whose profile the Post drew on, put his personal share nearer $30 million to $60 million, working backward from his claim of about $3 million in yearly income. That is a fraction of the figure he advertises.
The mechanics are ordinary multifamily finance. When a building appreciates, the owners refinance, and the cash arrives untaxed because nothing was sold. Each deal also sits inside its own limited liability company (LLC), so trouble at one property does not travel to the rest.
Not everyone reads that as safety. John Poole, founder of the Scottsdale consultancy JPTD Partners, told the Post that borrowed money behaves very differently once prices stop climbing.
“Leverage works beautifully on the way up, and if it’s not continuing on that way up, then it’s like a chainsaw financially coming down,” the Post added, citing John Poole of JPTD Partners.
Bitcoin and Gold Sit on the Other SideThe debt story lands awkwardly because Kiyosaki spends most of his airtime telling followers to hold gold and Bitcoin rather than dollars. In July he named Bitcoin and Ethereum beside gold as his own defense against a currency he calls fake.
Those holdings are not the collateral. BTC, which trades near $77,425 after slipping 1.8% in a day, secures none of the loans described in the reporting. The mortgages sit on brick and rent rolls.
Bitcoin Price Performance. Source: BeInCryptoThat leaves a tension he rarely addresses. He warns that cheap credit will break the system, even as US borrowing nears $40 trillion, while running a portfolio that depends on the same credit staying available.
History gives the caution some weight. One of his companies, Rich Global LLC, filed for Chapter 7 in 2012 after losing a judgment, according to ABC News.
Refinancing keeps working while rents cover payments and lenders keep lending. Will Kiyosaki’s followers really understand which half of his message carries the risk?
Pi Network price hovered near $0.0917 on September 1, 2026, after a week of consolidation, with Pi eyeing $0.20 this month
Bitcoin traded below $78,000, whereas Ethereum and XRP hovered at about $2,420 and $1.35, respectively. This drawback held speculative tokens back as investors moved into September with wary anticipations. The future of PI is now pegged on two stimulators which are planned around September 15.
Protocol 27 Could Strengthen Mainnet Utility Protocol 27 is targeted for September 15, following Protocol 26’s completion during August. The last scheduled improvement is the implementation of flexible smart-contract authentication of accounts, applications and complex transaction approvals.
This may facilitate multisignature controls, conditional payments and safer decentralized applications throughout the open mainnet. Nonetheless, the successful deployment can be insufficient to generate long-lasting demand of PI.
🚨🔥 SEPTEMBER IS HERE, PIONEERS! AND IT COULD BE A BIG ONE FOR PI! 💜🚀
Happy new month, Pioneers! 🎉
The countdown has officially begun, and September is shaping up to be a month worth watching closely for Pi Network and the wider crypto space. 👀🔥
📅 September 15th could… pic.twitter.com/Vmn7Mb1O2v
— drealFx || π 🕊 (@okere_eberechi) September 1, 2026
The developers have to launch helpful services that will generate traffic, fees and recurrence. The utility case would be reinforced by the independent AI growth by Pi.
App Studio enables nontechnical users to build blockchain-enabled applications via generative AI, whereas Pi Desktop enables AI agents locally hosted. Pi Desktop extends beyond blockchain infrastructure with the addition of SoloHost, such as OpenClaw.
CLARITY Act Vote Adds a Regulatory Catalyst The cloture vote of September 15 by the Senate will determine whether the CLARITY Act can proceed to full debate. This is a procedural obstacle, not a final passage and the supporters require 60 votes.
The bill would establish token status, regulatory oversight, and company obligations of digital-asset firms. An effective vote would enhance industry confidence as it would minimise the uncertainty regarding the United States crypto rules.
An ongoing conflict of ethical issues, anti-money-laundering regulations, and stablecoin incentives. Since the two events have a single date, volatility may be elevated prior to the establishment of certain results.
Can Pi Network Price Rally To $0.20 In September 2026? Achieving $0.20 in September can still be possible, yet market indicators make it a challenging situation. Long-term Pi projection should close above $0.0940, and then turn $0.10 into reliable support.
A breakout will reveal $0.1089, and then the 200-day exponential moving average is falling around $0.1486. That average would be cleared with growing volume, and would build targets at $0.15, $0.18, and ultimately at $0.20.
That target would otherwise be very speculative without that confirmation. The daily RSI is approximately at 51.8, a bit above neutral, with positive momentum and no overbought pressure. The MACD line has risen to 0.00049, while its signal line moved above zero.
Source: PI/USDT 4-hour chart: TradingView Bullish confirmation would involve long-term closes above $0.10 and increased trading volume following both catalysts. Any rejection less than $0.0901 may take Pi Network price back to $0.0879, where the more substantial support will be at $0.0834.
