Altcoinlerin son dönemde Bitcoin’den daha iyi performans gösterdiği yönündeki yorumlar kripto piyasasında yeniden gündemde. Ancak bir analistin yaptığı basit karşılaştırma, bu görüşün tüm piyasa için geçerli olmayabileceğini ortaya koyuyor.
VirtualBacon adıyla bilinen trader Denis Liu, Bitcoin’in 22 Ağustos ve 9 Eylül’de neredeyse aynı seviyede olduğu iki günü karşılaştırdı. BTC bu iki tarihte sırasıyla 78.313 ve 78.440 dolar seviyesindeydi.
Peki Bitcoin yaklaşık aynı yerdeyken altcoinler ne yaptı?
Bitcoin Aynı Yerdeyken Altcoinler Ne Kazandı? Liu’nun karşılaştırmasına göre büyük altcoinlerin çoğu Bitcoin’deki hareketsizliğe rağmen güçlü bir ayrışma göstermedi.
Ethereum %1, XRP %2, Dogecoin %2, Tron %1 ve Cardano %3 gerilerken, büyük altcoinler arasındaki istisnalardan biri Avalanche oldu ve %2 yükseldi.
Liu’ya göre dokuz büyük altcoinin altısı, 22 Ağustos’taki seviyelerine yalnızca birkaç puan uzaklıkta kaldı. Bu da Bitcoin yükseldiğinde altcoinlerin de hareket ettiğini, ancak BTC yatay kaldığında bu kazançların önemli bölümünün geri verildiğini gösteriyor.
Buradaki temel soru ise şu: Altcoinler gerçekten Bitcoin‘i geride mi bırakıyor, yoksa yalnızca Bitcoin’in hareketlerini daha sert mi takip ediyor?
Hangi Altcoinler Bitcoin’den Daha İyi Performans Gösterdi? Karşılaştırmada tamamen ayrışan coinler de vardı.
Solana iki tarih arasındaki dönemde %10, BNB %9 ve Chainlink %5 yükseldi.
Ancak Liu, bu hareketlerin başka bir sorunu beraberinde getirdiğini düşünüyor. Bir coin yükselmeye başladıktan sonra hikâyesinin piyasada yaygın şekilde konuşulmasını beklemek, yatırımcının hareketin önemli bölümünü kaçırmasına neden olabilir.
Bu nedenle trader, daha güçlü performans gösteren altcoinleri takip etmek yerine Bitcoin’i elinde tutmayı tercih ettiğini söyledi.
Liu’nun yaklaşımı, altcoin rallisinin tamamını reddetmiyor. Asıl itirazı, birkaç güçlü performansın bütün piyasaya mal edilmesine.
Bitcoin’den sadece daha sert hareket eden bir coin, yine de Bitcoin’i takip ediyor.”
— VirtualBacon
“Altcoinler Bitcoin’i Geçiyor” Görüşü Neye Dayanıyor? Piyasada bunun tam tersini savunan analistler de bulunuyor.
Matthew Hyland, 100’den fazla büyük altcoinin farklı zaman dilimlerinde Bitcoin’den daha iyi performans gösterdiğini öne sürüyor.
Hyland, temmuz ayında yayımladığı değerlendirmesinde makro risk göstergelerinin 2016-2017 ve 2020-2021 dönemlerine benzer şekilde olumlu bir yapıya dönüştüğünü savunmuştu.
Analist ayrıca Total 2, Total 3 ve OTHERS gibi altcoin piyasasının genel performansını izleyen göstergelerin uzun vadeli düşüş trendlerini kırdığını belirtiyor.
Altcoin Sezonu Gerçekten Başladı mı? Hyland’in görüşünü destekleyen bir başka gelişme de vadeli işlem piyasasında yaşandı. Altcoin sürekli vadeli işlem sözleşmelerindeki açık pozisyon miktarı, Aralık 2024’ten bu yana ilk kez Bitcoin’in üzerindeki seviyeye çıktı.
Hyland bu gelişmeleri, şimdiye kadarki en büyük altcoin yükselişlerinden birinin hazırlığı olarak yorumluyor.
Ancak VirtualBacon’ın yaptığı fiyat karşılaştırması başka bir şey söylüyor: Bitcoin yaklaşık iki buçuk hafta boyunca aynı seviyelerde kalırken piyasanın en büyük altcoinlerinin çoğu belirgin bir şekilde ilerlemedi.
Dolayısıyla iki görüş aslında tamamen aynı soruya cevap vermiyor. Hyland gelecekte oluşabilecek daha geniş bir altcoin hareketine dikkat çekerken, Liu mevcut fiyat performansına bakarak bunun henüz piyasaya genellenemeyeceğini savunuyor.
Altcoinlerde Asıl Hareket Nerede? Veriler, “altcoinler Bitcoin’i geçiyor” ifadesinin şu aşamada bütün piyasayı kapsayan tek bir hikâye olmadığını gösteriyor.
Solana, BNB ve Chainlink gibi bazı altcoinler belirgin şekilde yükselirken büyük bölümün Bitcoin’e kıyasla sınırlı hareket ettiği görülüyor.
Bu nedenle önümüzdeki dönemde asıl izlenecek konu, birkaç altcoinin yükselmeye devam etmesi değil, bu performansın piyasanın geneline yayılıp yayılmayacağı olacak.
Bu içerik genel piyasa verilerine dayanır ve yatırım tavsiyesi değildir. Kendi araştırmanızı yapmanızı öneririz.
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South Korea-based digital asset wallet company IoTrust, led by CEO Sangsu Baek, unveiled a new brand identity for DCENT on September 8, marking the first major rebranding since the brand was launched eight years ago.
As part of the rebranding, the English brand name has changed from “D’CENT” to “DCENT,” removing the apostrophe, while the Korean brand name remains unchanged.
The new slogan, “Own your future. At ease.”, reflects DCENT’s commitment to keeping ownership of digital assets in the hands of users while reducing the burden associated with storing and managing them. The new wordmark and signature color, “DCENT Lime,” visually represent this direction.
Beyond the Name: Expanding the Digital Asset ExperienceThe rebranding goes beyond changes to the brand name and visual identity. Hardware wallets have evolved from devices used primarily for asset storage into access points for approving transactions, participating in staking, and using a wide range of digital asset services.
In line with this evolution, DCENT is expanding into a brand that provides a comprehensive digital asset experience encompassing storage, backup, management, and utility.
The key phrase behind the rebranding is “Beyond Storage.” It represents DCENT’s commitment to making the entire digital asset journey more convenient—from secure storage to backup, recovery, management, and use.
Unveiled alongside the rebranding, DCENT X is a premium hardware wallet that embodies this direction through its product experience.
DCENT X is a cold wallet that allows users to clearly review what they are signing on its 2.4-inch AMOLED display and approve it with a single fingerprint. With the addition of the touchscreen- and fingerprint-enabled DCENT X, DCENT now offers a broader range of options suited to different storage preferences and usage environments, alongside its biometric hardware wallet and the card-style DCENT S.
DCENT S and DCENT X both feature a backup and recovery method using the Recovery Card. This approach reduces the inconvenience of manually writing down and storing a recovery phrase and allows users to manage their recovery information through a separate physical card, improving the convenience of digital asset storage.
From Personal Wallets to Enterprise and Institutional SolutionsDCENT is also expanding beyond individual users to provide digital asset management environments for businesses and institutions.
About DCENT EnterpriseDCENT Enterprise is an institutional solution designed to help businesses and institutions securely store and manage digital assets. It supports internal control mechanisms such as multi-level approvals, enabling organizations involving multiple authorized personnel to manage digital assets according to their internal policies.
Connecting personal hardware wallets and organization-level digital asset management solutions under a single DCENT brand represents the direction of the company’s business expansion through this rebranding.
“This rebranding marks the beginning of DCENT’s expansion beyond an asset storage device into a digital asset experience brand that connects backup, recovery, management, and utility,” said a representative of IoTrust. “We will continue to expand our business by broadening the options available to individual users through DCENT X and DCENT S, while supporting the digital asset management environments of businesses and institutions through DCENT Enterprise.”
DCENT currently supports more than 100 blockchain networks and over 10,000 tokens, including Bitcoin (BTC), Ethereum, XRP Ledger, Solana, and Stellar (XLM).
US-listed XRP ETFs saw $1.55 million in inflows on September 8, the largest among 12 spot crypto fund groups. Only Hedera (HBAR) products joined them, with $431,180.
Four groups lost money, and six recorded no flow at all. Bitcoin (BTC), Ethereum (ETH), and Solana (SOL) had not all fallen on the same day since July 9.
Bitcoin, Ethereum, and Solana Bled Together for the First Time Since JulyBTC funds lost $46.65 million, the heaviest loss in the group. Ethereum products followed with $24.29 million. Solana products shed a slimmer $667,719.
Those three had not fallen together in the previous 41 sessions. Hyperliquid (HYPE) funds lost $12.96 million, erasing the $10.52 million they collected on September 4.
Those four accounted for every dollar that left, $84.56 million in total, according to SoSoValue records.
US Spot Crypto ETF Net Flows Across 12 Groups, September 8, 2026. Source: SoSoValue/BeInCryptoFollow us on X to get the latest news as it happens
For XRP, Franklin’s XRPZ fund absorbed the entire $1.55 million inflow. The Bitwise, Canary, 21Shares, and Grayscale products all printed zeros.
The Avalanche (AVAX), BNB (BNB), Dogecoin (DOGE), Polkadot (DOGE), Chainlink (LINK), and Litecoin (LINK) funds all printed zeros. Momentum had already drained from the altcoin groups the previous week.
Monthly figures read softer than the daily numbers. Bitcoin funds still hold a $723.5 million gain for September, while Ethereum products sit on $106.43 million.
XRP funds have added $14.86 million this month, ahead of Solana at $4.58 million. Dogecoin and Hyperliquid are the only groups underwater for September.
The two groups that drew money also led the field on price. Hedera has gained 7.4% over seven days, XRP 7%, and Bitcoin 2.2%.
XRP Price Performance. Source: BeInCrypto MarketsXRP changed hands near $1.44 on Tuesday, up 4.06% over 24 hours. Hyperliquid rose 3.3% to $86.77, while Solana added 2.03%.
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US Treasuries extended their decline after the repurchase announcement, with the market viewing the $6 billion cap as insufficient.
The U.S. Treasury Department said it will purchase between $40 billion and $60 billion in long-term government debt in the first operation of its expanded repurchase program, demonstrating Secretary Bessent’s resolve to curb the recent rise in borrowing costs. U.S. Treasuries extended their earlier decline following the announcement, indicating the program’s size fell short of some investors’ expectations. The success of the expanded purchase program remains to be seen. After the program was first announced last month, yields fell before rebounding later. The benchmark 10-year yield hit its highest level since 2023 last week. Economist Guha, a former staffer at the New York Fed, noted: “The challenge always lies in whether the impact of these interventions can persist without larger fundamental changes.” Moreover, the maximum size of the repurchase operation does not mean the Treasury will necessarily purchase that amount of Treasuries. However, in repurchases targeting long-term nominal debt, the department typically buys the full amount; since the program was relaunched in 2024, it has only failed to do so in two of 52 such operations. (Jinshi)
8 minutes ago
Eric Trump mocks Joe Biden’s son Hunter Biden over the botched launch of the LAPTOP token, saying he should go back to painting.
US President Donald Trump’s second son Eric Trump reposted a post about the meme coin LAPTOP’s sharp price crash after its launch, commenting: “Hunter should go back to painting.” His remarks target Hunter Biden, son of former US President Joe Biden, who launched the meme coin LAPTOP. The reposted post notes that LAPTOP plummeted 98% within minutes of going live, adding that the project had originally planned to allocate a portion of its tokens to users who incurred losses from TRUMP-related transactions.
8 minutes ago
Solana ecosystem prediction market World officially launches, opening to over 1 million waitlist users.
Solana ecosystem full on-chain prediction market World announced that its independent platform World.xyz has officially launched, with over 1 million users on its waitlist. The platform offers thousands of markets spanning sports, cryptocurrency, politics, finance, economics, and culture, covering all NFL regular seasons, 7 soccer leagues, F1 races, the 2026 U.S. midterm elections, and Federal Reserve interest rate decisions. Since integrating Phantom in July, World has launched more than 150,000 markets. Each market on the platform consists of "Yes" and "No" contracts, priced between $0 and $1, and settled using Phantom’s U.S. dollar stablecoin CASH. Technically, World leverages Chainlink Data Streams and Chainlink Runtime Environment to provide market data and automated settlements, reducing manual intervention and dispute resolution wait times. Prediction markets for stock price movements, gold, silver, oil, natural gas, computing power, and weather will be rolled out sequentially.
8 minutes ago
Bubblemaps: 80% of LAPTOP traders are losing money, with two traders suffering losses ranging from $100,000 to $1 million.
Bubblemaps posted that profit and loss data for LAPTOP traders shows roughly 80% of participants are in the red, describing the token’s market performance as a "bloodbath". Specifically, two traders lost between $100,000 and $1 million, 100 lost over $10,000, 700 lost more than $1,000, and around 11,000 traders posted small losses. Bubblemaps did not further disclose the statistics’ time frame or the scope of the wallet sample used.
8 minutes ago
a16z Crypto releases open-source zkVM Lattice Jolt, with quantum-resistant capabilities.
a16z Crypto has announced the release of a new version of its open-source zero-knowledge virtual machine (zkVM), Lattice Jolt. The update switches the underlying cryptography from elliptic curves to lattice cryptography, making the system quantum-resistant, and boosts both prover and verifier speeds by 2 to 3 times. Its proof size currently stands at under 100KB, which a16z Crypto claims is the smallest proof of any post-quantum zkVM. Lattice Jolt uses a novel polynomial commitment scheme called Akita, built on the Module-SIS lattice hardness assumption, with a target 128-bit security level. Akita was developed by LayerZero’s research and engineering team in collaboration with teams from Carnegie Mellon University, the University of Southern California, and a16z Crypto. Performance-wise, Lattice Jolt can prove over 2 million RISC-V cycles per second on a CPU-only device; with Apple Metal GPU acceleration, it exceeds 10 million cycles on a MacBook. The prover’s memory footprint has also dropped from roughly 300 bytes per cycle to 200 bytes, supporting proof generation for millions of compute cycles on mobile phones. The project will add additional zero-knowledge functionality via an upcoming academic paper.
8 minutes ago
Vitalik: Hopes EIP-8288 will be included in the I-star Upgrade to significantly reduce the cost of quantum-secure transactions
Ethereum co-founder Vitalik Buterin has published a post detailing the recursive STARK mempool proposal EIP-8288, which he aims to include in Ethereum’s I-star upgrade following the Hegota upgrade. The proposal cuts on-chain computation and data costs by offloading signatures and proofs from Ethereum’s core execution path and recursively aggregating STARKs within the mempool. Vitalik noted that the solution supports low-cost quantum-secure signatures and privacy protocols, with the cost of quantum-secure private transactions projected to drop from around 10 million Gas to tens of thousands of Gas. It is also compatible with new signature or proof schemes such as Falcon and ML-DSA without modifying the EVM, while enabling private account abstraction. Per the design, nodes will periodically aggregate transaction dependencies and generate recursive STARKs, and block builders will produce proofs for transactions slated for inclusion in blocks. Each block’s additional on-chain overhead is approximately a 100–300 KB STARK, plus 96 bytes of data per statement to be proven. The scheme may also drive Ethereum to adopt RISC-V as the standard instruction set for recursive STARKs.
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Can DOGEBALL reach its stated $0.015 launch price? The target is possible, but not assured.
Summary
DOGEBALL is priced at $0.0077 in Stage 20, with more than $315,000 raised from over 1,080 participants. The project has set a $0.015 exchange launch price, nearly 95% above its current presale price. DOGEBALL plans to build token demand through DOGEPAY, gaming and its EVM compatible Layer 2 network. The team says 4 billion DOGEBALL tokens, equal to 20% of the original presale allocation, were burned in May. SUI has gained about 13% over seven days as interest in its price outlook and other crypto opportunities picks up. Crypto news today shows Bitcoin near $80,000 and Sui near $0.82, making Sui (SUI) price prediction and next popular crypto searches more active. DOGEBALL enters that conversation.
DOGEBALL launched as a presale ecosystem linking gaming, payments, and a custom Ethereum Layer 2. SUI has gained about 13% in seven days, while DOGEBALL reports Stage 20 progress. This report reviews price outlooks, market momentum, utility, risks, and upcoming product releases.
What is the SUI price forecast for 2026, 2027-2030? The SUI coin price is near $0.82, up about 3% over 24 hours and 13% over seven days. Recent SUI news shows stronger trading activity, but price still faces a key test near $1.05. Holding $0.66 matters. A break above $1.05 could improve the near-term SUI price forecast.
For SUI price prediction 2026, 2027-2030, one recent model puts 2026 between $0.563 and $3.51, then gives a 2030 range of $8.88 to $36. Those estimates are highly uncertain. Network growth may help, while higher token supply and broad market weakness could pressure price. It remains a high-risk asset.
DOGEBALL targets two real problems: slow crypto cash-outs and costly global payouts. DOGEPAY is designed so a sender uses crypto while the receiver gets fiat in a bank account. The project says it will support 30+ currencies, zero FX fees, and same-day or near-instant settlement. DOGEPAY is still marked “Coming Soon,” so delivery matters.
The $DOGEBALL token is meant to pay network fees across payments and gaming. If DOGEPAY and the game gain real users, repeated transactions could create token demand. That is why Sui (SUI) price prediction interest and the search for the next popular crypto may bring attention to DOGEBALL, but attention alone cannot support price.
DOGEBALL’s latest project figures put the presale at Stage 20, priced at $0.0077, with more than $315,000 raised and over 1,080 participants. The stated exchange launch price is $0.015. That sits about 95% above the presale price, but liquidity, selling pressure, and demand will decide whether the market holds it.
DOGEBALL MetricReported FigurePresale stage20Current price$0.0077Raised$315K+Participants1,080+Stated launch price$0.015BonusDB75 for 75% bonus tokens Supply changes matter too. The team says it burned 4 billion DOGEBALL tokens on May 11, 2026, equal to 20% of the original 20 billion presale allocation. Timed stages last up to seven days, and unsold tokens are set to be burned. Lower supply may help scarcity, but demand is still essential.
Key catalysts now include:
DOGEBALL V2 is planned for release on the website, with DB75 running until release. The game has a reported $1 million prize pool, including up to $500,000 for the top player. DOGEPAY is planned after exchange trading begins, with a specialist Web3 company expected to support exchange launches. DOGECHAIN also supports the price case. The project describes it as an EVM-compatible Ethereum Layer 2 built for fast, low-cost transactions. Its test network can already be added to wallets. The project also says Coinsult gave its smart contract a 100% audit score. An audit can reduce some code risk, but it never removes market or execution risk.
What is the DOGEBALL price prediction for 2026? A cautious DOGEBALL price prediction works best in scenarios. A weak launch could send price toward $0.004 to $0.008 if sellers dominate. A balanced case sits near $0.010 to $0.018 if liquidity stays stable. Strong game use, DOGEPAY delivery, and exchange demand could support $0.02 to $0.05. These are estimates, not promised outcomes.
Could Sui (SUI) price prediction trends and the next popular crypto search favor DOGEBALL? SUI has deeper liquidity and live trading history, while DOGEBALL is still in presale. SUI’s outlook depends on holding support and expanding network use. DOGEBALL’s outlook depends on product delivery, exchange liquidity, DOGEPAY adoption, and whether gaming activity turns into steady token use.
DOGEBALL has a clear utility plan, a reported token burn, and a busy product calendar. SUI has stronger market depth but faces price risk too. Both remain volatile. Community Members should verify contracts, audits, token terms, and launch details before making any financial decision.
Find out more information here
Website: https://dogeballtoken.com/
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Telegram Chat: https://t.me/dogeballtoken
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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.
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ARK Invest CEO Cathie Wood has pointed to Bitcoin’s resurgence relative to gold, describing its latest performance as “very reassuring.” In the firm’s September market commentary, Wood remarked that Bitcoin still has “miles to go” as it develops into a fully recognized monetary system and maturing asset class. ARK also noted that Bitcoin is finally breaking out compared to gold.
BTC-Gold Ratio Surges to Multi-Year HighThe ratio measuring how much gold one Bitcoin can purchase reached approximately 18, its highest point since January. This indicator reflects Bitcoin’s growing strength compared to the traditional store of value. Over the past month, Bitcoin posted gains of about 22%, while spot gold advanced around 2%.
Bitcoin’s purchasing power relative to gold is rising, signaling a shift in investor preference toward the cryptocurrency as a high-growth monetary asset, according to ARK Invest.
The BTC-gold ratio gauges the relative returns of the two assets. As the ratio climbs, Bitcoin outpaces gold not just in price, but in its ability to buy gold itself, highlighting a widening performance gap between the digital and physical assets.
Asset1-Month ChangeLatest HighBitcoin+22%$82,000Gold+2%N/AWood’s position comes as Bitcoin remains below its recent peak. On Tuesday, BTC traded near $78,000, after briefly surpassing $82,000 last week.
Institutional Demand ContinuesDemand from institutional investors has remained robust. U.S. spot Bitcoin ETFs recently recorded nearly $1 billion in combined weekly inflows, according to ARK’s commentary. This suggests ongoing interest from large investors, even amid heightened price fluctuations.
These flows indicate institutions are steadily adding exposure. Wood and ARK attribute part of Bitcoin’s continued strength to this growing adoption within professional portfolios.
Correlation vs. Relative PerformanceOne recent complication involves rising correlation between Bitcoin and gold. Short-term market data show the 90-day BTC-gold correlation at its highest point in several years. This means the two assets have been moving more closely together in the market.
However, ARK’s analysts emphasized that a stronger correlation does not undermine the fact that Bitcoin is outpacing gold. While both assets can rise simultaneously, the BTC-gold ratio tracks which is moving faster. At present, Bitcoin is gaining ground more quickly.
This dynamic remains especially relevant as investors seek both assets as hedges against fiscal instability, currency depreciation, and global uncertainties.
Mini dictionary: BTC-gold ratio, a metric showing how much gold can be purchased with one Bitcoin. A rising ratio indicates Bitcoin is gaining value faster than gold, reflecting its outperformance as an asset.
Long-Term OutlookCathie Wood’s position aligns with her consistent bullish stance. ARK maintains a 2030 base-case target for Bitcoin at around $730,000, founded on forecasts of greater institutional participation and Bitcoin’s expanding share in global investment portfolios.
ARK’s long-term forecast suggests a significant increase from current prices, requiring substantial market growth for Bitcoin to achieve these levels.
Currently, Bitcoin’s immediate signal is more straightforward: it is pulling ahead of gold, for now, in both purchasing power and institutional momentum. Should the BTC-gold ratio remain elevated or continue to climb above 18, Wood’s thesis of Bitcoin emerging as a superior growth asset could further strengthen.
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.
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Hunter Biden-linked meme coin LAPTOP has launched.
Meme coin LAPTOP, issued by Hunter Biden, son of former US President Joe Biden, has announced that the LAPTOP token is now live.
7 minutes ago
Meme coin LAPTOP linked to Joe Biden's son opens airdrop claims for subscribed users
US President Joe Biden’s son Hunter Biden has launched a Meme coin named LAPTOP. An announcement for the coin states that eligible Hunter Biden Substack subscribers can visit the LAPTOP official website’s claim page, log in using the same email address linked to their Substack subscription, and complete verification via an email code. After logging in, users can view their allocated token amount and claim the tokens by either creating an embedded wallet or connecting an external wallet.
7 minutes ago
On-chain data shows Hunter Biden-linked meme coin LAPTOP is currently priced at $247.
According to GMGN market data, the meme coin LAPTOP tied to Biden's son is currently trading at $247 on-chain, with a fully diluted valuation (FDV) of $247 billion and a circulating market cap of $74.58 billion. As of press time, the token has a trading volume of $7.3 million. BlockBeats reminds users that the token has just launched, with high liquidity and significant price volatility, urging investors to exercise caution.
7 minutes ago
Tether and Fasanara launch a $400 million private credit fund, targeting to attract $3 billion in institutional capital.
Tether and Fasanara Capital have announced the launch of StableFund, an evergreen private credit facility. The two parties will jointly contribute $400 million as initial capital, and plan to attract up to $3 billion in third-party institutional capital to expand stablecoin-backed real economy loans. Fasanara will serve as investment manager, deploying funds into short-term, asset-backed credit strategies through its global fintech lending network. Tether, as co-sponsor, loan opportunity originator and advisor, will be responsible for sourcing USDT-related financing opportunities, and providing stablecoin settlement, on/off ramps and fund management infrastructure. The fund plans to integrate USDT into fintech platforms across more than 60 countries to provide financing to small and medium-sized enterprises (SMEs) and consumers. Tether stated that the structure is designed to enhance the efficiency of cross-border credit capital flow; the global SME financing gap is currently estimated at $5.7 trillion.
7 minutes ago
Bonk Guy is turning bullish on Solana, as the network has started proactively supporting its on-chain community.
Prominent crypto trader Bonk Guy has stated in a post that his stance on Solana and its associated ecosystem is gradually shifting from bearish to bullish. Previously, he argued that Robinhood Chain and BNB Chain would likely outperform Solana in the current cycle, and has written a related analysis that remains unpublished. The shift stems mainly from Solana’s recent renewed focus on its on-chain meme trading communities, core team members reaching out to him proactively, and the Solana official account and co-founder Toly beginning to publicly engage with ecosystem projects including STONK and USELESS. He views this as a sign that Solana is becoming more proactive in supporting projects and communities that drive ecosystem growth. Bonk Guy emphasized that he has never questioned Solana’s technology and infrastructure, but rather the ecosystem culture and the impact of some profit-seekers on users. Given the recent developments, he has submitted his original bearish analysis to the Solana team, and noted that if the analysis is later made public, he will add more context and details about his stance on Solana.
7 minutes ago
On the "Niulai" Profit Ranking, the total profit of a single cryptocurrency has exceeded $2 million.
According to GMGN monitoring, the token Niu Lai saw a short-term 40% surge driven by news of its listing on Binance spot trading, with its market cap temporarily standing at $120 million. The address ranking first in on-chain profits currently holds approximately 13.51 million Niu Lai tokens, valued at around $1.576 million, accounting for 1.35% of the total token supply. The address’s cumulative profit is roughly $2.026 million, including about $606,000 in realized profit and $1.42 million in unrealized gains. It has previously sold a total of around 11.59 million tokens.
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.
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Bitcoin fiyatı 79.000 dolar çevresinde yön arayışını sürdürürken, yatırımcıların gözü Fed’in gelecek haftaki faiz kararına çevrildi. Piyasalarda 25 baz puanlık faiz artışı ihtimali yaklaşık yüzde 60 seviyesinde fiyatlanırken CoinShares, BTC’nin mevcut işlem aralığından güçlü şekilde çıkmasını sağlayabilecek iki önemli gelişmeye dikkat çekti. Şirkete göre İran kaynaklı jeopolitik gerilimin çözülmesi veya ABD devlet borcuna yönelik güvenin daha da zayıflaması Bitcoin için yeni bir hareketin kapısını açabilir.
Fed İçindeki Görüş Ayrılığı Bitcoin’i Etkiliyor CoinShares Araştırma Başkanı James Butterfill, Fed Başkanı Kevin Warsh ile Christopher Waller’dan gelen açıklamaların faiz beklentileri konusunda farklı sinyaller verdiğine dikkat çekti.
Butterfill, Warsh’ın enflasyona yönelik açıklamalarının şahin olarak değerlendirildiğini, Waller’ın ise son verilerde dezenflasyon işaretlerinin bulunduğunu savunduğunu belirtti.
Waller’ın daha güvercin mesajları tahvil getirilerindeki baskının azalmasına yardımcı olurken Bitcoin’in 80.000 doların üzerine çıkmasını destekledi.
İlginizi Çekebilir: Bitcoin 79 Bin Doları Kaybetti: Gözler Bu Kritik Seviyede!
CME FedWatch verilerine göre piyasalar, Fed’in gelecek haftaki FOMC toplantısında politika faizini 25 baz puan artırma ihtimalini yüzde 60,4 civarında fiyatlıyor. CoinShares ise piyasanın faiz artışı beklentisini fazla agresif buluyor. Butterfill, daha zayıf iş gücü verileri ve Fed üyeleri arasında enflasyon ile istihdama ne kadar ağırlık verilmesi gerektiği konusunda oluşan görüş ayrılıklarının belirsizliği artırdığını ifade etti.
CoinShares Bitcoin İçin İki Kritik Faktöre İşaret Etti Butterfill’e göre Bitcoin’in 80.000 dolar seviyesini güçlü ve kalıcı şekilde aşabilmesi için makroekonomik görünümde önemli bir değişiklik yaşanması gerekiyor. CoinShares yöneticisi, mevcut koşullarda Bitcoin’in belirli bir fiyat aralığında hareket etmeye devam edebileceğini belirtirken, bu görünümü değiştirebilecek iki temel senaryoya dikkat çekti.
İran geriliminin çözüme kavuşması: Jeopolitik tansiyonun düşmesi, enerji fiyatları üzerindeki baskıyı azaltarak enflasyon ve faiz beklentilerinin gerilemesine yardımcı olabilir. Böyle bir ortam Bitcoin gibi riskli varlıklara yönelik talebi destekleyebilir. ABD devlet borcuna güvenin zayıflaması: ABD’nin borç görünümüne yönelik endişelerin büyümesi, yatırımcıların geleneksel varlıklara alternatif arayışını hızlandırabilir. CoinShares’e göre bu durum Bitcoin gibi merkezi olmayan değer saklama araçlarına yönelik talebi artırabilir. Butterfill, bu iki senaryodan biri gerçekleşmediği sürece Bitcoin’de mevcut fiyat aralığındaki hareketin daha olası olduğunu düşünüyor. Bu nedenle jeopolitik gelişmelerin yanı sıra ABD ekonomisi ve Fed’in para politikasından gelecek sinyaller BTC’nin 80.000 dolar üzerindeki geleceği açısından kritik önem taşıyor.
Bitcoin İçin Enflasyon ve Fed Kararı Belirleyici Olacak CoinShares’e göre bu iki faktörden güçlü bir sinyal gelmediği sürece Bitcoin fiyatında belirli bir aralık içerisinde dalgalanan görünümün devam etmesi daha olası. Özellikle Ağustos enflasyon verileri ve Fed’in Eylül toplantısı BTC’nin kısa vadeli yönü açısından kritik olacak. Butterfill, enflasyon rakamlarının Waller’ın dezenflasyon görüşünün geçerliliğini test edeceğini, Fed toplantısının ise merkez bankasının enflasyon ile istihdam arasında hangi tarafa daha fazla ağırlık vereceğini göstereceğini belirtti. Fed faiz beklentilerindeki değişim, ABD enflasyon verileri ve İran kaynaklı jeopolitik gelişmeler BTC fiyatında mevcut sıkışmanın sona ermesini sağlayabilir. Bu nedenle önümüzdeki günlerde makroekonomik veriler Bitcoin yatırımcılarının yakın takibinde olacak.
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Bitcoin, $82.500 seviyesinden gelen satışların ardından $78.000 civarında işlem görürken kritik bir eşikte bulunuyor. Analist Crypto Patel’e göre BTC’nin daha geniş zaman dilindeki düşüş yapısını değiştirebilmesi için $83.000 üzerinde güçlü bir günlük kapanış yapması gerekiyor.
Ancak BTC bu seviyeyi yeniden aşamazsa aşağı yönlü senaryo giderek genişleyebilir. Patel’in grafiğinde önce başka destekler, daha sonra ise çok daha sert bir düşüş ihtimali ortaya çıkıyor. Peki Bitcoin için asıl kırılma noktası nerede?
Bitcoin Neden $83.000 Seviyesinde Takıldı? Bitcoin’in son toparlanması yaklaşık $57.800 seviyesinden başladı. Yükseliş önce $79.000 bölgesine kadar ilerledi, ardından $82.500 civarında satışlarla karşılaştı.
Crypto Patel, $79.000-$83.000 aralığını satıcıların yeniden kontrol sağlamaya çalışabileceği bir alan olarak değerlendiriyor. Analistin kullandığı ifadeyle bu bölge bir “düşüş emir bölgesi” niteliği taşıyor.
Dolayısıyla Bitcoin’in önündeki sorun yalnızca $82.500’ü geçememesi değil. $83.000 üzerinde kalıcı bir kapanış gelmeden mevcut düşüş yapısının değiştiği kabul edilmiyor.
Bitcoin $83.000’i Geçerse İlk Hedef Neresi Olacak? Patel’e göre güçlü bir günlük kapanışın ardından Bitcoin’in bu bölgeyi destek olarak koruması gerekiyor. Böyle bir hareket gerçekleşirse ilk dikkat çekilen alan $89.000-$91.000 aralığı.
Bu bölgenin de aşılması halinde analistin bir sonraki senaryosu $97.000-$100.000 aralığına uzanıyor.
Yani Bitcoin için $83.000’in aşılması tek başına son durak değil. Asıl önemli olan, kırılmanın ardından fiyatın bu seviyenin üzerinde tutunup tutunamayacağı.
$83.000 Aşılamazsa Bitcoin Nerelere Düşebilir? Direnç yeniden çalışırsa grafik bu kez aşağıdaki desteklere dönüyor. Patel, Bitcoin için sırasıyla $68.000, $62.000 ve $57.700 seviyelerini izliyor.
Analistin paylaşımında $50.000 ise daha ileri vadede gündeme gelebilecek olası seviye olarak yer alıyor.
Fakat bu rakamların her biri için aynı senaryo geçerli değil. Önce ara desteklerin kaybedilmesi gerekiyor. Bu nedenle $50.000, mevcut fiyattan doğrudan ulaşılacak bir hedef değil; düşüşün derinleşmesi halinde ortaya çıkabilecek daha uzak bir senaryo.
Bitcoin’de %20’lik Düzeltme Beklentisi Neye Dayanıyor? Patel, daha önce Bitcoin’in haftalık Supertrend göstergesinin Kasım 2025’ten bu yana ilk kez yeşile döndüğüne dikkat çekmişti. Bu gösterge, $62.000-$65.000 bölgesini önemli destek alanı olarak gösteriyor.
Ancak analist, bu olumlu sinyale rağmen büyük bir yükselişten önce en az %20’lik bir geri çekilme yaşanabileceğini düşünüyor.
Bitcoin’in son 30 günde yaklaşık %21 yükselmiş olması da bu beklentinin neden gündeme geldiğini açıklıyor. Fiyatın hızlı toparlanması, yükseliş devam etmeden önce daha büyük bir soluklanma ihtimalini açık bırakıyor.
Aynı Analist Neden $300.000 Bekliyor? Kısa vadede düşüş ihtimaline dikkat çeken Patel, uzun vadeli grafikte ise çok daha farklı bir tablo görüyor.
Analist, 2013, 2017, 2021 ve 2025 yıllarındaki Bitcoin zirveleri arasında yaklaşık 1.420-1.450 gün bulunduğunu belirtiyor. Geçmiş zirvelerin ardından sert düşüşlerin ve birikim dönemlerinin geldiğine dikkat çekiyor.
Patel’e göre aynı dört yıllık döngü yeniden gerçekleşirse Bitcoin’in sonraki büyük hareketi $300.000’in üzerine taşıyabilir. Grafikte olası yeni zirve için Ağustos 2029 dönemi işaretleniyor.
Ancak bu senaryo mevcut fiyat hareketinden doğrulanmış bir sonuç değil. Tamamen geçmiş döngünün yeniden tekrarlanacağı varsayımına dayanıyor.
Bitcoin’de Şimdi Hangi Gelişme Belirleyici Olacak? Bitcoin için bundan sonraki hareketi yalnızca fiyatın $83.000’e yeniden ulaşması belirlemeyecek. Kritik olan, bu seviyenin üzerinde günlük kapanış gelip gelmeyeceği.
Çünkü güçlü kapanış, analistin kullandığı düşüş yapısını geçersiz kılabilecek ilk şart. Böyle bir hareket görülmezse piyasa önce alt desteklerin korunup korunmadığına bakacak.
Bu nedenle kısa vadede takip edilmesi gereken en net gelişme yeni bir yükselişten çok Bitcoin’in $83.000’e yeniden geldiğinde satıcıları aşıp aşamayacağı olacak.
Bu içerik genel piyasa verilerine dayanır ve yatırım tavsiyesi değildir. Kendi araştırmanızı yapmanızı öneririz.
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Bitcoin, güçlü ABD istihdam verisinin ardından 80 bin doların altına çekildi. Piyasalar, 16 Eylül’deki Federal Rezerv toplantısında faiz artırımı ihtimalini yaklaşık %60 olarak fiyatlarken, gözler şimdi enflasyon verisine çevrildi. Bitfinex Alpha’ya göre ETF talebinin güçlü kalıp kalmayacağı, Bitcoin’in bundan sonraki yönünde belirleyici olabilir.
Güçlü İstihdam Verisi Bitcoin’i Baskıladı ABD ekonomisi ağustos ayında 162 bin yeni istihdam yarattı. İşsizlik oranı ise %4,1 seviyesinde kaldı.
Veriler, iş gücü piyasasının hâlâ güçlü olduğuna işaret etti. Bu da Fed’in faiz indirimine yönelmesi için acil bir neden olmadığı beklentisini güçlendirdi.
Piyasanın faiz beklentisindeki değişim iki yıllık ABD Hazine tahvil getirilerine de yansıdı. Getiri %4,34’ün üzerine çıktı.
Faizlerin yükselmesi Bitcoin gibi riskli varlıklar üzerinde baskı oluşturabiliyor. Yatırımcılar daha yüksek getiri sunan devlet tahvillerine yöneldiğinde kripto paralara olan ilgi zayıflayabiliyor.
Bitcoin ise ilk aşamada bu baskıya rağmen güçlü kaldı. BTC, 3 Eylül’de 82.400 dolara kadar yükseldi. Ardından geri çekilen fiyat, yaklaşık 77.200-82.100 dolar aralığında hareket etmeye başladı.
Bitcoin buna rağmen temmuz ayındaki dip seviyenin yaklaşık %42 üzerinde bulunuyor.
ETF Talebi Faiz Baskısına Rağmen Sürüyor Bitcoin açısından tabloyu yalnızca faiz beklentileri belirlemiyor.
ABD’de işlem gören spot Bitcoin ETF’leri geçtiğimiz hafta yaklaşık 1 milyar dolarlık net giriş kaydetti. Güçlü ETF talebi, yüksek kısa vadeli faizlerin yarattığı baskıya rağmen yatırımcı ilgisinin devam ettiğini gösteriyor.
Bitfinex analistleri açısından kritik soru da burada ortaya çıkıyor:
Yüksek faiz ortamında ETF’lere para girişi devam edecek mi?
ETF talebi güçlü kalırsa, yüksek faizlerin Bitcoin toparlanmasının önündeki temel engel olma özelliği zayıflayabilir. ETF’lere düzenli biçimde para akması, diğer piyasa koşulları da destekleyici olduğu sürece Bitcoin fiyatını yukarı taşıyabilecek önemli bir kaynak oluşturabilir.
Ancak Bitcoin’in önünde yalnızca makroekonomik baskı bulunmuyor.
Bitcoin Arzının Büyük Bölümü Kârda Bitfinex raporu, Bitcoin arzının %71’inden fazlasının hâlihazırda kârda olduğunu belirtiyor.
Bu oran tarihsel ortalama olan %74,7’ye yaklaşıyor. Bitcoin geçmişte bu seviyenin üzerine çıktığı dönemlerde daha zayıf piyasa koşullarından daha güçlü trendlere geçişler yaşadı.
Ancak aynı zamanda kârda bulunan yatırımcıların bir bölümü satış yapmaya da daha yatkın hale gelebilir. Bu nedenle fiyat yükselirken dolaşımdaki arzın ne kadarının kârda olduğu, piyasanın önündeki potansiyel satış baskısını anlamak açısından önem taşıyor.
Bitcoin İçin Sıradaki Eşik 82.100 Dolar Şimdilik Bitcoin 77.200 ile 82.100 dolar arasında hareket ediyor.
Bu aralığın üst bandı, kısa vadede takip edilmesi gereken en önemli seviyelerden biri haline geldi. Haftalık kapanışın 82.100 doların üzerine çıkması, toparlanmanın güç kazandığına dair daha olumlu bir sinyal verebilir.
Bunun tersine, beklenenden daha yüksek bir enflasyon verisi Fed üzerindeki faiz artırımı baskısını artırabilir. Böyle bir senaryoda tahvil getirilerinin yükselmesi ve Bitcoin üzerindeki satış baskısının güçlenmesi mümkün.
Dolayısıyla Bitcoin için önümüzdeki günlerde iki farklı güç karşı karşıya gelecek. Bir tarafta faiz artışı ihtimalini yükselten güçlü istihdam ve enflasyon riski, diğer tarafta ise yaklaşık 1 milyar dolarlık haftalık girişle dikkat çeken spot ETF talebi bulunuyor.
Bitcoin’in 82.100 doları aşarak haftalık kapanış yapıp yapamayacağı, bu mücadelenin ilk somut cevabını verebilir.
Bu içerik genel piyasa verilerine dayanır ve yatırım tavsiyesi değildir. Kendi araştırmanızı yapmanızı öneririz.
Son Dakika kripto para haberleri için hemen tıkla.
Konu ile ilgili yorumlarınızı bize yazabilirsiniz. Ayrıca, bu tarz bilgilendirici içeriklerin devamının gelmesini isterseniz, bizleri Telegram, Youtube ve Twitter kanallarımızdan takip edebilirsiniz.
Bitcoin ağustos ayında yaklaşık yüzde 30 yükselerek güçlü bir toparlanma sergiledi. Buna rağmen yatırımcıların önünde iki farklı senaryo bulunuyor: Bazıları ayı piyasasının geride kaldığını düşünürken, bazıları dünyanın en büyük kripto para birimi için sert bir düşüş riskinin hâlâ devam ettiğini savunuyor. Alphractal kurucusu Joao Wedson ise Bitcoin’in tarihsel kapitülasyon bölgelerinden biri olan 38.400 dolar seviyesine dikkat çekiyor.
Wedson’a göre Balanced Price metriği şu anda yaklaşık 38.400 dolarda bulunuyor. Ancak geçmiş döngülerde bu bölgenin çalışmış olması, Bitcoin’in mutlaka aynı seviyeye geri döneceği anlamına gelmiyor.
Balanced Price Bitcoin İçin Neden Önemli? Balanced Price, Bitcoin’in toplam maliyet temelini uzun vadeli yatırımcıların eski coinleri harcama davranışlarını dikkate alarak düzenleyen bir değerleme metriği. Bu gösterge geçmişte BTC’nin yoğun kapitülasyon yaşadığı ve döngüsel diplerin oluştuğu dönemlerde önemli bölgeler ortaya çıkardı.
Fakat metrik ile Bitcoin’in temasları arasındaki süre her döngüde uzuyor. Önce 732 gün olan bu zaman aralığı daha sonra 1.120, 1.200 ve 1.420 güne kadar çıktı.
Mevcut döngüde Bitcoin, Balanced Price ile son temasından bu yana yaklaşık 1.400 gün geçirdi. Üstelik BTC’nin bu göstergenin altında kaldığı süre de giderek kısalıyor. Önceki döngülerde fiyat birkaç hafta boyunca bölgenin altında kalırken daha sonraki dönemde bu süre yaklaşık 20 güne indi ve 2022’de Bitcoin neredeyse yalnızca bir gün bu seviyenin altında kaldı.
Bitcoin 38 Bin Dolara Yeniden Düşer Mi? Mevcut Balanced Price yaklaşık 38.400 dolar olsa da bu seviyenin gelecekte mutlaka test edilmesi gerekmiyor. Wedson’un değerlendirmesi, Bitcoin’in tarihsel modelden tamamen koparak bu bölgeyi bir daha ziyaret etmeme ihtimalini de gündeme getiriyor.
Diğer taraftan geçmiş yapı yeniden çalışırsa 40.000 dolar civarı, zincir üstü veriler açısından olası bir kapitülasyon hedefi olarak önemini koruyabilir. Dolayısıyla bu seviye kesin bir fiyat hedefinden ziyade takip edilmesi gereken tarihsel bir değerleme bölgesi olarak değerlendirilmeli.
Aşırı İyimserlik Bitcoin İçin Risk Mi? Yatırımcıların piyasanın dibinin geride kaldığına yönelik inancı da güçleniyor. Wedson’un sosyal medya analizinde “Very Bullish” olarak tanımlanan aşırı iyimser duyarlılık öne çıkıyor.
Bu tablo, 2022 sonu ve 2023 başındaki dip döneminin ardından görülen belirsizlikten çok daha güçlü bir iyimserliğe işaret ediyor. Ancak aşırı yükseliş beklentisi kendi başına yeni bir risk yaratabilir.
Bitcoin yeniden sert satışlarla karşılaşırsa yükseliş yönünde pozisyon alan yatırımcıların zorunlu likidasyonları yeni bir satış dalgasını tetikleyebilir. Bu nedenle kripto para piyasasında olumlu duyarlılığın yükselmesi her zaman fiyat açısından güvenli bir sinyal anlamına gelmiyor.
BTC Yeni Rekora Daha Hızlı Ulaşabilir Mi? Piyasadaki bir başka görüş ise Bitcoin’in mevcut döngülerinin giderek kısaldığı yönünde. Killa isimli analist, BTC’nin gelecek yılın dördüncü çeyreğinde yeni bir tüm zamanların en yüksek seviyesine ulaşabileceğini ve Kasım 2027’ye kadar 126.000 doların üzerinde işlem görebileceğini düşünüyor.
Analist, yalnızca 2022 döngüsünü baz aldığında Bitcoin’in en geç Şubat 2028’de yeni bir rekor kırması gerektiğini hesaplıyor. Ancak mevcut döngünün daha hızlı ilerlediğini savunuyor.
Bunun temel nedeni, Bitcoin’in dip seviyesine yaklaşık üç ila dört ay daha erken ulaşmış olması. Bu durum gerçekleşirse yeni ATH için öngörülen tarih de öne çekilebilir. Yatırımcıların Balanced Price gibi uzun vadeli göstergeleri, piyasa duyarlılığını ve döngü sürelerini birlikte takip etmesi daha sağlıklı bir piyasa analizi sunabilir.
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.
ABD ile İran arasındaki çatışmalar ve yaptırımların uluslararası ticaret üzerindeki baskısı, İran’ın kripto paralara yönelik yaklaşımında önemli değişikliklere yol açıyor. Financial Times’ın aktardığı bilgilere göre İranlı ihracatçılar, sınır ötesi işlemlerde Bitcoin ve USDT başta olmak üzere kripto varlıkları daha aktif kullanmaya başladı. İran Merkez Bankası’nın da dış ticaret yapan şirketlerin kripto kullanımına karşı daha esnek bir yaklaşım benimsediği belirtilirken, ülkenin geleneksel finans sistemine alternatif ödeme yöntemlerine yönelmesi dikkat çekiyor.
İran Dış Ticarette Bitcoin ve USDT Kullanımını Artırıyor ABD yaptırımları ve devam eden çatışmalar nedeniyle İranlı şirketlerin uluslararası bankacılık sistemine erişimi giderek zorlaşıyor. Bu durum özellikle ihracat ve ithalat yapan şirketleri alternatif ödeme yöntemlerine yöneltiyor. Financial Times’ın haberine göre İranlı şirketler, uluslararası para transferlerinde karşılaştıkları engelleri aşabilmek için Bitcoin ve USDT gibi kripto varlıklardan daha fazla yararlanmaya başladı. Özellikle dolar fiyatına sabitlenen USDT’nin sınır ötesi ödemelerde kullanılması, şirketlerin geleneksel bankacılık sisteminin dışında işlem gerçekleştirebilmesine imkan tanıyor. Bitcoin ise küresel ölçekte transfer edilebilmesi nedeniyle öne çıkan diğer kripto varlıklardan biri olarak gösteriliyor.
İlginizi Çekebilir: ZEC’te Tehlike Sinyali: Bu Seviyeye Dikkat!
İran’ın kripto politikasındaki en önemli değişikliklerden biri, İran Merkez Bankası’nın dış ticaret yapan şirketlere yönelik yaklaşımında görülüyor. Habere göre banka, ihracatçıların kripto para kullanarak gerçekleştirdiği bazı sınır ötesi işlemlere eskisine kıyasla daha az engel çıkarıyor. Yönetimin temel hedeflerinden biri, İranlı şirketlerin yurt dışında elde ettikleri ihracat gelirlerinin yeniden ülkeye dönmesini sağlamak. Bu nedenle geçmişte uygulanan bazı katı döviz kurallarının gevşetildiği ve şirketlerin gelirlerini İran ekonomisine geri kazandırmasına öncelik verildiği belirtiliyor.
İran’ın Hedefinde 100 Milyar Doların Üzerindeki Para Var İran yönetiminin yeni yaklaşımının arkasında önemli bir ekonomik neden bulunuyor. Ülkedeki sıkı döviz düzenlemeleri nedeniyle bazı İranlı şirketlerin ihracattan elde ettikleri gelirlerin önemli bölümünü yurt dışında tuttuğu belirtiliyor. Financial Times’ın aktardığı bilgilere göre İranlı yetkililer, ülke dışında bulunan 100 milyar doların üzerindeki sermayenin yeniden İran ekonomisine kazandırılmasını hedefliyor. İran yönetiminin yaklaşımının daha pragmatik hale geldiği belirtilirken haberde şu ifadeler öne çıkarıldı:
“Paranın nereden ve nasıl geldiğini daha az sorgula. Para yeter ki ticarette kullanılabilsin ve ülkeye geri dönsün.”
İran’da yaşanan gelişmeler, Rusya’nın Ukrayna savaşı sonrasında kripto paralara yönelik değişen yaklaşımını hatırlatıyor. Rusya geçmişte kripto paralara karşı daha katı bir politika izlerken, uluslararası yaptırımların artmasının ardından dijital varlıkların sınır ötesi ticarette kullanımına yönelik daha esnek adımlar atmaya başladı. İran’da da benzer bir sürecin ortaya çıktığı görülüyor. Geleneksel uluslararası ödeme sistemlerine erişimin zorlaşması, Bitcoin ve stablecoin gibi merkezi olmayan veya blockchain tabanlı alternatiflerin önemini artırıyor.
Değerlendirme İran’ın Bitcoin ve USDT kullanımına karşı daha esnek bir yaklaşım benimsemesi, jeopolitik krizlerin kripto paraların sınır ötesi ödeme aracı olarak kullanımını nasıl etkileyebildiğini bir kez daha gösteriyor. ABD yaptırımları ve uluslararası bankacılık sistemine erişimde yaşanan sorunlar devam ettikçe İranlı şirketlerin alternatif ödeme kanallarına olan ilgisinin yüksek kalması beklenebilir. Bununla birlikte kripto kullanımının genişlemesi, yaptırımlar ve uluslararası düzenlemeler açısından yeni tartışmaları da beraberinde getirebilir. Önümüzdeki dönemde İran Merkez Bankası’nın atacağı resmi adımlar ve Bitcoin ile USDT kullanımına yönelik getirilebilecek yeni düzenlemeler, ülkenin kripto politikasının hangi yönde ilerleyeceğini belirleyecek.
Son Dakika kripto para haberleri için hemen tıkla.
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Anyone who bought long US government bonds 10 years ago has lost money. Not after inflation. Before it. In 223 years of records, that has happened only once before.
Long Treasury bonds lost roughly 2% a year over the decade to August 2026, Bank of America data shows. The last stretch this bad ended in 1803, when Washington borrowed to buy Louisiana.
U.S. bonds are now in one of their worst stretches in more than 200 years.
As of July 2026, the rolling 10-year annualized return for U.S. bonds after inflation was -5.14%.
That’s worse than the aftermath of the Civil War, the Great Depression and the inflationary 1970s.
The… pic.twitter.com/SdcdqFDb5S
— TreasuryBonds.com (@TreasuryBonds1) September 7, 2026
The Safest Trade in the World Just BrokeThe math is such that bond pays a fixed coupon. Nothing more. On this day in 2016, the 30-year Treasury paid 2.32%, according to Treasury Department records. That was the whole prize.
Then inflation arrived, the Federal Reserve hiked, and yields climbed. Prices fell far enough to swallow the coupon.
The record starts in 1793 and holds 2,771 monthly readings, compiled by Santa Clara University finance professor Edward McQuarrie. Negative 10-year returns appear in 25 of those months. Bianco Research counts 24 of them in the current run.
“Bonds WERE the worst investment in American history. It says nothing about what they do next,” wrote Jim Bianco, founder of Bianco Research.
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Bitcoin Now Has a Rival It Never HadThe starting yield is the tell, as it has set most of the following decade’s return across this data, by Bianco Research’s reading. Buy at 2% and you earn about 2%. Buy at 5.25% and history points near 5%.
2/3
Why so bad? You buy a bond for its yield. Ten years ago, the long Treasury paid 2%. That was the ceiling, and then rates rose (price losses), taking even that away.
Some perspective: in 223 years, a negative 10-year return has happened in 25 months. 24 of them are right… pic.twitter.com/31NxE8zdTJ
— Jim Bianco (@biancoresearch) September 6, 2026
That is the part Bitcoin has never faced. The Fed cut rates to near zero on December 16, 2008. Bitcoin’s first block arrived 18 days later.
Cheap money was the water it swam in. Now the 10-year Treasury yields 4.80% and the 30-year pays 5.25%, both as of Tuesday.
10 and 30 Year US Treasuries. Source: TradingViewBitcoin pays nothing. It trades near $77,934, down about 2% and well below its 2025 record. BeInCrypto flagged the squeeze last week, when global bond yields hit levels last seen in 2008.
The Uncomfortable PartThe twist is that the wreckage that makes bonds attractive is the same wreckage Bitcoin buyers cite.
Yields are high because Washington borrows on a scale that unsettles lenders. Federal debt hit $40.1 trillion on September 3, Treasury figures show, and the $40 trillion debt pile grows with every auction. Oil above $100 keeps inflation sticky.
The money is not leaving either. US spot Bitcoin funds pulled in $987.7 million in the week to September 4, Farside data shows, and Bitcoin ETF inflows beat every rival crypto fund. Polymarket traders price a September rate hike at 52%.
Bitcoin was easy to hold when cash paid nothing. The question now is whether it can beat 5% a year for a decade. Friday’s inflation data starts the answer.
Real-world asset (RWA) perp trading volume slipped 13.5% in August to $122 billion, the segment’s first monthly decline since January 2026, according to CryptoRank.
The pullback broke six straight months of growth. It landed in the same period that the wider crypto market staged its broadest rally of 2026, with 83% of the top 100 assets closing higher.
Why Traders Left Tokenized Assets MarketsReal-world asset (RWA) perpetuals spent the first half of 2026 filling a gap. Crypto itself was quiet. The Fear and Greed Index held below 51 for 217 straight days through August 20, and Bitcoin (BTC) closed four of the first six months lower.
Traders on perpetual decentralized exchanges who wanted price action looked to tokenized stocks, commodities, and indices. That demand compounded month after month, lifting volume from $23.1 billion in January to a July record of $141 billion.
August changed the setup. Bitcoin returned 25%, its strongest August since 2017, while Ethereum (ETH) gained 32.5%. Breadth widened alongside it, with 70 of the 84 non-stablecoin assets in the top 100 finishing higher.
CryptoRank attributes the RWA decline directly to that shift.
“Once the majors started offering directional beta again, perp DEX traders stopped needing real-world assets to find it,” the report read.
Monthly RWA Perp Trading Volume From January to August 2026. Source: CryptoRankFollow us on X to get the latest news as it happens
Tokenized Stocks Now Lead the CategoryThe composition of what remains tells a different story from the headline number. Public equities are now the largest RWA perpetual category.
On Hyperliquid, tokenized stocks accounted for 67% of HIP-3 volume in August. Volume across the segment also remains more than five times the January level, so the pullback trims a steep climb rather than erasing it.
Exchanges read the same demand. New centralized exchange listings more than doubled to 199 in August from 98 in July, and CryptoRank ties part of that increase to tokenized stocks reaching centralized venues.
September now decides which reading holds. If RWA volume stabilizes while crypto keeps rallying, the August drop was rotation. If it keeps falling, the segment was borrowing traders rather than building them.
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While most investors are nervously watching the U.S. Federal Reserve's tough stance and counting their losses in the stock market, big money has quietly begun flowing into cryptocurrency.
According to a new report from market maker Wintermute, those who believe they have already missed their entry point following Bitcoin's breakout risk missing the beginning of a new bull cycle entirely.
The current lull is not the end, but preparation for the next move, the company's analysts believe.
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The past week should have been a disaster for crypto. The U.S. released unexpectedly strong labor market data. This is good for the economy but a blow to markets: the Federal Reserve is now expected to raise interest rates again, with the probability standing at 60%.
The reaction of traditional markets was predictable: gold fell, government bonds declined, and technology stocks ground to a halt. Bitcoin also panicked, but only for a few minutes. After plunging from $82,400 to below $80,000, it immediately recovered all its losses and closed the week up 3.45%.
Weekly cross-asset performance ranking showing crypto outperforming equities and gold during Week 36, Source: WintermuteWintermute explains this resilience simply: the stock market is becoming exhausted after the prolonged AI boom. Investors are taking profits there and moving the money into Bitcoin and Ethereum. According to the market maker, crypto is rising for the first time in a long while not alongside stocks, but because of their decline.
Why a 75% crash might not happen this time (Hint: Institutions and AI miners got there first)The main argument from those afraid to buy now is: "We are too high. Let's wait for a crash." Wintermute's charts, however, suggest the opposite: this cycle is fundamentally different from previous ones.
Nearly 340 days have passed since the all-time high. During previous crises in 2018 and 2022, Bitcoin had already lost more than 75% of its value by this point and remained near the bottom for years. This time, however, the maximum drawdown was only around 50%.
Wintermute emphasizes that the bottom of each new cycle is becoming increasingly shallow.
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The reason is institutional investors. Major funds no longer wait for Bitcoin to fall to an arbitrary level such as $20,000. Instead, they begin aggressively buying much earlier through spot ETFs. Nearly $1 billion has flowed into these funds over the past three weeks, while last Thursday recorded the largest inflows since January.
According to the report, the market has entered a "young cycle" stage, when capital gradually moves from the largest cryptocurrencies into riskier assets. Bitcoin and Ether provided the initial momentum, and investors are now turning their attention to altcoins. UNI and ARB surged almost 40% over the week, while activity is beginning to pick up in the artificial intelligence sector, including TAO and RENDER, ahead of important events in December.
Two scenarios: Where is the point of no return?The market maker reduces the next stage of the market to two clear levels:
$82,000 — if Bitcoin confidently breaks above this level, funds sitting in cash will begin to panic as FOMO takes hold. They will be forced to jump aboard the departing train, pushing the price even higher.$72,000 — this is the critical scenario-invalidation zone. If Bitcoin falls below it and spot ETFs begin recording heavy outflows, the bullish trend will be put on hold, the analysts warn. You Might Also Like
The month's main test will come on September 11, when the U.S. releases new inflation data through the Consumer Price Index. According to Wintermute, this report will determine whether smart money continues flowing from stocks into crypto or whether the markets are hit by a wave of widespread selling.
Bitcoin treasury Strategy has halted stacking sats — again.
Just one week after resuming its bitcoin buying following a 10-week hiatus, the Nasdaq-listed company has put its BTC purchases on hold again.
Instead, the firm continued buying back its stock, repurchasing $176 million of STRC and increasing the size of its digital credit securities repurchase program from $1 billion to $2 billion, according to a Tuesday regulatory filing and announcement from founder and chairman Michael Saylor.
The company still holds 845,050 bitcoins worth over $66 billion at today’s prices and $6.5 billion in dollar reserves. The bitcoins were bought at an average price of $63.73 billion, according to Tuesday’s filing.
Strategy shares (NASDAQ: MSTR) were trading more than 3% lower Tuesday morning in New York.
The company paused its bitcoin buys in June, instead focusing on building a cash buffer, buying back its stock and even sometimes selling some of its holdings.
Strategy has defended its bitcoin sales, with CEO Phong Le saying that the company now has a “bullet-proof balance sheet” because of the move, and that it was the “right trade at the time” to sell when it did.
In the company’s quarterly earnings in July, Strategy posted a $8.22 billion loss. But Le reassured investors that the firm’s current paper loss was nothing to worry about.
“We’re the J.P. Morgan of the crypto economy, so whether we sell 1,000 Bitcoin out of 840,000 to me is irrelevant to the conversation,” Le said.
Strategy — formerly MicroStrategy — is an enterprise software company that pivoted to buying and holding bitcoin in 2020.
It first bought the cryptocurrency to protect its shareholders from inflation. Since then, it has aggressively bought the asset and pivoted to being a bitcoin treasury.
Investors can now buy its shares to get heightened exposure to the cryptocurrency, or get paid a yield via its digital credit products.
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.
Castle, the company behind an automated bitcoin financial stack for businesses, has said it is opening its platform to individuals, bringing its high-yield product to personal accounts along with a first for the category: the option to take dividend income in bitcoin at whatever ratio the customer picks.
The yield comes from STRC, Strategy‘s perpetual preferred stock, which Castle added earlier this year and which currently pays a 12% annual dividend on a semi-monthly schedule.
Holders can take 100% of that payout in cash, 100% in bitcoin, or anything in between, according to a Tuesday statement. Most Castle customers land in the middle, the company said, covering operating expenses with cash while the remainder compounds into bitcoin automatically at every payout.
“Investors have long faced a choice between earning steady yield and holding bitcoin. Castle eliminates that trade-off,” co-founder and CTO João Almeida said. “By enabling a portion of dividend income to be automatically converted into bitcoin, so customers get both cash flow and long-term upside.”
The broader pitch is consolidation: Castle puts operating cash, fixed income, and bitcoin accumulation on one platform, cutting out the shuffle between a bank, an onramp, and a brokerage. The system is built automation-first: users define a strategy once and the platform executes it.
Until now, Castle served business entities exclusively — restaurants, gyms, churches, accounting firms, e-commerce shops, auto dealers, SaaS companies, real estate, and non-profits among them. The push into personal accounts came from those same customers.
“Feedback we heard over and over from business owners was: ‘I love this stack — when can I use it personally?'” co-founder and CEO Stephen Cole said. “Today we’re answering that. The same automated bitcoin-powered financial stack that runs their company’s balance sheet can now run their personal finances.”
Castle was founded by Cole and Almeida and is backed by Boost VC and Winklevoss Capital. More information about the company’s product can be found here.
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.
Bitcoin (BTC) dipped below $78,000 at Tuesday’s Wall Street open as risk assets fell on renewed Middle East tensions.
Key points:
Bitcoin briefly dropped under $78,000 for the first time since Sept. 3, following downside pressure on US equities.WTI crude oil hit three-month highs near $95 per barrel on renewed military strikes in the Middle East.Bitcoin needs to hold $78,300 to avoid a repeat of its May breakdown, analysis warns.Bitcoin, stocks fall as Middle East woes spark oil surgeData from TradingView showed BTC/USD dropping as low as $77,600 before a modest rebound, its lowest levels since Sept. 3.
News of Houthi strikes on Saudi Arabian cities and oil infrastructure pressured US stocks at the start of the first trading session after the Labor Day holiday. The S&P 500 and tech-heavy Nasdaq Composite Index were down by 0.5% and 0.4%, respectively, at the time of writing.
Oil prices showed a more pronounced reaction to the events, with WTI crude surging toward $95 per barrel, its highest since June 8. Brent crude targeted the $100 mark for the first time since July 24.
CFDs on US WTI crude oil one-day chart. Source: Cointelegraph/TradingView
Commenting on a concurrent record rise in US diesel prices, trading resource The Kobeissi Letter noted that “inflation expectations continue to mount as a result.” As Cointelegraph reported, this has been especially apparent in the Consumer Price Index (CPI), an inflation gauge which is again due for release on Friday.
In a Truth Social post on Monday, US president Donald Trump downplayed the oil spike, pledging lower prices in the future.
“Oil prices will drop precipitously, like everything else is dropping (but more!), when we WIN the war with Iran. Three Dollars a gallon, but ultimately, below Two Dollars a gallon,” he wrote.
Analysis shows BTC price copying failed May breakoutDiscussing current BTC price action, trader and analyst Rekt Capital struck a cautious tone, drawing comparisons to Bitcoin’s failed May breakout.
At the time, BTC/USD reached $82,800 before reversing, then consolidating at $78,300 and eventually dropping to new macro lows near $57,000.
“The retest of ~$78300 is now in progress,” he noted in a post on X.
BTC/USD one-week chart. Source: Rekt Capital on X.com
Should the current zone fail to hold as support, BTC/USD would seal another lower high in a series stretching back to October 2025, keeping its 2026 bear market firmly in place.
“Ultimately, a Weekly Close below $78300 followed by a bearish retest just like in early May would likely confirm a breakdown,” Rekt Capital argued in separate analysis on X.
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.
The CLARITY Act, which is expected to create the regulatory framework for the cryptocurrency market in the US, may be facing a new hurdle before its vote in the Senate.
Accordingly, two Republican senators indicated that it seems difficult for the bill to pass in its current form before next week’s vote. The senators warned that if disagreements between the White House and Congress cannot be resolved, the bill could fail in the expected vote next week.
The Situation Is Not Encouraging! Speaking to Semafor, a US media outlet, Republican Senator Mike Rounds stated that the current state of the Clarity Act does not look positive for its future.
Rounds’ statement comes ahead of the Senate’s procedural vote expected on September 15.
Republican Senator Thom Tillis, also speaking to Semafor, issued a clearer warning on the matter.
Tillis stated that the fate of the law depends on negotiations with the White House. He said that if the White House does not make a move to resolve the disagreements between the parties regarding the ethics provisions, the CLARITY Act will fail. This marks the first time such a clear assessment has come from the Republican side that the bill could fail in next week’s proceedings.
Two Democratic officials who also spoke to Semaphore stated that little progress has been made on the ethics regulations covering the president and his family, which is a key demand of the Democrats. This issue is of great importance to the Democrats, as they are requesting that ethics clauses be added to the Clarity Act regarding cryptocurrencies, specifically covering the president and his family.
While negative statements continue to emerge, the White House maintains its support for the passage of the CLARITY Act. A White House spokesperson stated that President Donald Trump is committed to seeing the law pass through Congress and that the US must protect its competitiveness in the digital asset space.
Clarity Act – All Eyes on September 15th! The Senate is expected to hold a critical procedural vote on the CLARITY Act next week. One of the biggest hurdles facing the bill is whether it can secure the necessary support to move forward in the Senate. At least 60 votes are needed to pass this first stage.
At this point, a failure of the vote could significantly delay the attempt to create comprehensive federal regulation for the crypto market in the US. Therefore, next week’s vote is critical not only for the future of the CLARITY Act but also for the direction of the US regulatory approach to the crypto market.
*This is not investment advice.
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As concerns about the U.S. Federal Reserve’s hawkish monetary policy persist, institutional investors have quietly accelerated their entry into the cryptocurrency market, according to a recent report by Wintermute, a prominent global market maker in digital assets.
Institutional shift amid Federal Reserve pressureMany investors have been focused on losses in traditional markets, especially as the Federal Reserve continues hinting at further interest rate increases. The latest U.S. labor market data came in stronger than anticipated, raising the probability of a rate hike to 60% and triggering declines across gold, government bonds, and technology stocks.
Bitcoin reacted sharply to the news, briefly dropping from $82,400 to below $80,000. However, the cryptocurrency quickly rebounded and closed the week 3.45% higher, demonstrating an unusual resilience compared to the sell-off in other asset classes.
Wintermute analysts attributed this performance to profit-taking in equities, particularly after the sustained artificial intelligence rally. As investors exit technology stocks, significant capital is moving into Bitcoin and Ethereum—a shift that signals the beginning of a new market phase for digital assets.
Unique features of the current Bitcoin cycleSkeptics often argue that Bitcoin’s price is too high and recommend waiting for a substantial correction. Contradicting this view, Wintermute’s analysis suggests that the current bull cycle is fundamentally different from previous ones.
In both the 2018 and 2022 downturns, Bitcoin lost more than 75% of its value within 340 days after hitting an all-time high and then traded sideways for extended periods. In contrast, during this cycle, the deepest correction reached only around 50%.
The firm’s analysts highlight that each successive cycle has produced less severe lows. As a result, they believe that the likelihood of a dramatic 75% crash similar to previous cycles has diminished.
The influence of institutional buyers and ETFsInstitutional investors have changed their approach to the market. Rather than waiting for Bitcoin to plummet to specific thresholds such as $20,000, large funds are now entering sooner, primarily via spot exchange-traded funds (ETFs). Over the last three weeks, roughly $1 billion has flowed into spot Bitcoin ETFs, with last Thursday seeing the highest single-day inflows since January.
The report describes the market as entering a “young cycle” phase, characterized by capital rotation from major cryptocurrencies like Bitcoin and Ethereum into altcoins with higher risk. Noteworthy performances included Uniswap (UNI) and Arbitrum (ARB), both up nearly 40% on the week. Momentum is also gathering around projects connected to artificial intelligence, such as TAO and Render (RENDER), ahead of key events in December.
Mini dictionary: Wintermute is a global algorithmic trading firm and market maker specializing in providing liquidity and efficient markets across centralized and decentralized cryptocurrency exchanges.
Critical technical levels and outlookWintermute’s analysis focuses on two main price levels in the current market structure. A decisive move above $82,000 could trigger a wave of FOMO among funds still holding cash, forcing them to allocate rapidly into Bitcoin and potentially fueling further gains. Conversely, if Bitcoin drops below $72,000 and spot ETF outflows accelerate, bullish momentum may stall as institutional confidence wanes.
Price LevelImplication$82,000Strong breakout may drive intense institutional buying and price surge$72,000Downward breach could trigger ETF outflows and pause bullish trendThe upcoming major event for the market will be the release of new U.S. inflation data via the Consumer Price Index (CPI) on September 11. Wintermute believes this report will be pivotal in determining whether institutional capital will continue moving from equities into crypto, or whether another round of broad market selling will emerge.
Wintermute analysts state that the market is now driven not by correlation with equities, but by independent capital inflows and rotation, especially among institutional players participating through spot ETFs and shifting focus to altcoins and AI-linked projects.
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’s options market has settled into an unusually calm stretch. At-the-money implied volatility is sitting around 37%, a level that tells traders the market expects relatively contained price swings in the near term, at least compared to the turbulence that defined the first half of 2026.
Data from Glassnode puts the 1-week ATM IV at 37.39% and the 1-month ATM IV at 37.69% as of September 6. Those two numbers being nearly identical is itself a signal worth unpacking: when short- and medium-term vol reads the same, the market has essentially stopped pricing in any near-term event premium.
The term structure tells a quieter story Further out the curve, volatility does pick up, but only modestly. Three-month ATM IV registered at 38.87%, while the 6-month figure came in at 40.01%. That gentle upward slope is what traders call a normal term structure, where uncertainty compounds with time rather than spiking around a single catalyst.
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Earlier in 2026, the picture looked very different. ATM IV spiked to roughly 65% in June before gradually compressing toward the 40% range. That kind of vol compression over a matter of weeks represents a meaningful shift in market regime.
The volatility smile is the market’s honest opinion Despite the calm ATM readings, out-of-the-money options are carrying higher implied volatility than their at-the-money counterparts. That asymmetry is the classic volatility smile, and it tells a specific story about how the market is thinking about risk.
The persistence of this smile structure even as ATM vol compresses suggests that the market’s calm is conditional. Traders are broadly comfortable with the range-bound environment but are quietly keeping their protective strategies in place for the tail risks they haven’t entirely ruled out.
Most of this activity is concentrated on Deribit, which remains the dominant venue for Bitcoin options by open interest and volume. Glassnode, Block Scholes, and Amberdata have all been tracking these readings and confirm the current regime as a departure from the elevated vol environment that characterized much of 2026’s earlier months.
What this means for traders and positioning Compressed ATM IV has a direct cost implication for options buyers. When vol is lower, option premiums are cheaper, which makes it less expensive to establish directional positions or hedges. A trader who wanted to buy a call option when IV was near 65% was paying significantly more for the same exposure than someone entering that same trade today at 37%.
For sellers of options, the calculus runs the other way. Selling vol at 37% generates less premium income than it would have at 65%, which means volatility sellers are accepting tighter compensation for the risk they’re absorbing.
The 6-month ATM IV at 40.01% offers a rough benchmark for where the market expects annualized volatility to average over the next two quarters.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Bitcoin (BTC) is correcting lower for the second consecutive day, trading near $78,000 on Tuesday. The largest cryptocurrency by market capitalization also holds above major moving averages, reinforcing a broader bullish outlook despite the pullback from last week's peak near $82,300.
Meanwhile, Gold (XAU/USD) is similarly edging lower below $4,400, down three consecutive days. The metal sits above key moving averages, which are helping offset the headwinds, especially as momentum indicators deteriorate.
Oil prices rise amid growing Middle East tensionsIran-backed Houthi rebels have intensified their attacks across multiple Saudi cities, leaving dozens wounded and disrupting operations at key energy facilities, a clear sign of escalating conflict in the Middle East and faltering diplomatic efforts.
The energy ministry confirmed that multiple facilities sustained damage, resulting in fires and temporary operational disruptions.
Saudi Arabia has pledged a decisive response to coordinated attacks targeting the southern cities of Abha, Khamis, Mushait, Jazan, and Najran, according to a report by The Independent.
The Houthis, who control Yemen’s most populous regions and much of the north, have maintained a campaign of attacks on Saudi Arabia since imposing a naval blockade against Riyadh in July, with strikes increasingly targeting Saudi vessels in the Red Sea.
Meanwhile, Iran escalated warnings against the United States (US), threatening “economic warfare” and claiming to have launched an advanced missile at American warships.
West Texas Intermediate (WTI) Crude Oil prices are holding steady above $90.00, up more than 6% since September 1 and 23% since the August low of $73.58. Disruptions to shipping through the Strait of Hormuz and Houthi attacks in the Red Sea and on Saudi Arabia's energy infrastructure are the primary drivers of rising Oil prices.
WTI Oil price chartMarket participants are pricing in a higher probability that the Federal Reserve (Fed) will adopt a stricter monetary policy by raising interest rates. The release of the US Consumer Price Index (CPI) report on Friday could offer more insight into how the central bank could swing.
Technical analysis: Bitcoin risks extending lossesBitcoin is correcting near $78,000 following a recent rejection from highs near $81,500. Despite the pullback, the Crypto King holds a bullish near-term bias as the spot price remains well above the 50-day, 100-day and 200-day Exponential Moving Averages (EMAs), which cluster between roughly $70,400 and $72,700 and suggest a firmly supported underlying trend.
The Relative Strength Index (RSI) has eased back toward 59, indicating the market has cooled from overbought extremes without yet undermining the broader uptrend, while the negative Moving Average Convergence Divergence (MACD) reading hints at corrective pressure developing within an otherwise constructive structure.
BTC/USDT daily chartImmediate support emerges at the rising 200-day EMA near $72,738, reinforced by the 50-day EMA around $72,300 and deeper demand at the 100-day EMA close to $70,417 if sellers extend a pullback. As long as BTC holds above this moving average band, dips are likely to be treated as corrective within the dominant uptrend, with buyers expected to defend these levels to keep the broader bullish structure intact.
Gold technical analysis: XAU faces deeper correction as momentum fadesGold edges below $4,400, with persistent headwinds limiting upside potential and heightening the risk of a more pronounced correction. Still, the metal holds above the 50-day, 100-day, and 200-day EMAs clustered between roughly $4,320 and $4,370, suggesting a still constructive near-term bias after the recent pullback from record highs.
The long-standing downward resistance trendline, now represented by the break area around $4,523, remains the key cap above the spot price. At the same time, the RSI has eased back toward the 50 region, hinting at consolidative rather than impulsive downside, while the MACD sits below its recent peak with a negative histogram, suggesting waning bullish momentum but not a completed trend reversal as long as price stays over the major EMAs.
XAU/USDT daily chartOn the downside, immediate support is seen at the 100-day EMA near $4,368, followed by the 50-day EMA around $4,351 and then the 200-day EMA near $4,320, where dip-buying interest could re-emerge if the correction deepens. On the topside, primary resistance sits at the former trendline break zone around $4,523. A daily close above this barrier would reopen the path toward the recent peak and reinforce the broader bullish structure, whereas repeated failure below it would keep XAU confined to a consolidation band above its EMA floor.
(The technical analysis of this story was written with the help of an AI tool. Know more.)
Bitcoin, altcoins, stablecoins FAQs Bitcoin is the largest cryptocurrency by market capitalization, a virtual currency designed to serve as money. This form of payment cannot be controlled by any one person, group, or entity, which eliminates the need for third-party participation during financial transactions.
Altcoins are any cryptocurrency apart from Bitcoin, but some also regard Ethereum as a non-altcoin because it is from these two cryptocurrencies that forking happens. If this is true, then Litecoin is the first altcoin, forked from the Bitcoin protocol and, therefore, an “improved” version of it.
Stablecoins are cryptocurrencies designed to have a stable price, with their value backed by a reserve of the asset it represents. To achieve this, the value of any one stablecoin is pegged to a commodity or financial instrument, such as the US Dollar (USD), with its supply regulated by an algorithm or demand. The main goal of stablecoins is to provide an on/off-ramp for investors willing to trade and invest in cryptocurrencies. Stablecoins also allow investors to store value since cryptocurrencies, in general, are subject to volatility.
Bitcoin dominance is the ratio of Bitcoin's market capitalization to the total market capitalization of all cryptocurrencies combined. It provides a clear picture of Bitcoin’s interest among investors. A high BTC dominance typically happens before and during a bull run, in which investors resort to investing in relatively stable and high market capitalization cryptocurrency like Bitcoin. A drop in BTC dominance usually means that investors are moving their capital and/or profits to altcoins in a quest for higher returns, which usually triggers an explosion of altcoin rallies.
Bitcoin (CRYPTO: BTC) closed last week near its 50-week moving average, signaling improving market structure, but a lack of strong spot demand leaves $83,000 as key level for bullish confirmation.
Is BTC’s Bear Case Weakening?Benjamin Cowen highlighted on Monday that Bitcoin pushed to roughly $82,292, establishing a short-term higher high, but remains below its May peak and therefore has yet to break the broader bearish market structure.
He said the length of time Bitcoin holds around the 50-week average now matters.
Bitcoin’s chances of a breakout improve the longer it holds near the 50-week moving average, as bear market rejections typically happen quickly.
"Multiple closes above the 50-week moving average typically signifies the end of the bear market," Cowen said.
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That makes the coming sessions particularly important for bears.
Macro Could Decide The Next MoveBitcoin’s pullback followed stronger U.S. labor data, which raised rate-hike expectations, with upcoming inflation data likely to be the next catalyst.
Cowen said Bitcoin’s 40% rebound does not rule out another decline, as similar rallies occurred in past bear markets.
However, if BTC continues holding near the 50-week moving average, the bearish case could weaken quickly.
Spot Demand Still Needs To ConfirmCryptoQuant predicts that Bitcoin needs sustained spot buying to absorb available supply and push decisively through the $82,000 to $83,000 zone.
However, Sept. 8 data paints a constructive but incomplete picture.
Bitcoin ETF holdings continue rising, large investors are accumulating and a notable buy wall has formed around current prices. Binance reserves remain elevated around 685,000-687,000 BTC, leaving substantial potential sell-side supply on the market. Seven-day average exchange net inflows have also climbed to roughly 593 BTC, while stablecoin inflows are increasing. That means both available Bitcoin supply and potential purchasing power are rising at the same time.
Bitcoin leverage has eased, but elevated Binance open interest suggests the recovery is not fully spot-driven. Short-term holder profits and older coin movements also raise the risk of renewed selling.
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.
Sources: An explosion has occurred in Saudi Arabia's Jizan region.
According to Iranian media outlet Fars News, Arab sources said an explosion occurred in the Jizan region of Saudi Arabia.
23 minutes ago
Iran and the United States are exchanging views on negotiation plans and terms via mediators.
According to Saudi media outlet Al-Hadath, Iran and the United States are exchanging views on negotiation plans and terms via intermediaries. Iran has proposed new conditions to the U.S. for resuming talks, and stated that there is no need to withdraw from the memorandum of understanding (MoU) with the U.S.
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Intel's gains widened to 10%
According to market data from BIT (bit.com), Intel (INTC.O) extended its gain to 10%.
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The "Big Short" Michael Burry’s latest portfolio adjustment: Lululemon has become his largest holding, with short positions accounting for over 21%.
Michael Burry, the real-life inspiration for *The Big Short*, disclosed his latest portfolio adjustments via his Substack account today, stating that his largest long position is Lululemon, accounting for 17.4% of his portfolio, followed by MercadoLibre at 12%. The second tier includes Molina Healthcare and Temple & Webster, each making up 9%. Additionally, Burry holds long positions in Adobe, Zoetis, JD.com, HCA Healthcare, Flutter, Fannie Mae, Freddie Mac, Sprouts, PayPal, Veeva, Birkenstock, Build-A-Bear, and NVIDIA, with NVIDIA also used as a hedge. On the short side, Burry’s current short positions, ordered by size from largest to smallest, are iShares Semiconductor ETF, Micron, Nebius, CoreWeave, Oracle, Palantir, NVIDIA, Caterpillar, and Invesco QQQ Trust. Among these, his Invesco QQQ put option positions account for roughly 6% of his portfolio. Overall, his short positions make up over 21% of his portfolio, a figure that does not include put option positions, indicating he remains betting on valuation pressure for certain tech and AI-related assets. Furthermore, Burry has fully closed out his short positions in Tesla and Applied Materials, exiting both trades at a profit; he also sold all his SOXX put options and converted those positions into larger QQQ put options. Following the latest adjustments, Lululemon rose to his largest position after an increase, while his overall portfolio remains sharply split: bullish on select consumer and healthcare stocks, and bearish on certain tech and AI assets.
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US Treasury Secretary: US Treasury bond repurchases aim to calm market "frenzy"
U.S. Treasury Secretary Scott Bessent said last month’s expansion of the U.S. Treasury’s repurchase program was aimed at calming the "frenzy" building in the bond market and pushing prices back to equilibrium. Bessent noted that while he cannot alter the market’s equilibrium price, he hopes to curb excessive speculation. He added that if investors were truly concerned about U.S. debt credit, they would sell U.S. Treasuries and buy German bunds, though current market behavior does not reflect such concerns. Bessent denied that the Treasury’s repurchase of Treasuries is equivalent to the Federal Reserve’s quantitative easing, explaining the measure is more similar to the Fed’s past "Operation Twist". The program’s expansion comes against the backdrop of the U.S. 30-year Treasury yield hitting its highest level since 2007.
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Hyperliquid launches USELESS perpetual contracts, supporting up to 3x leverage.
According to official announcements, Hyperliquid has launched the USELESS perpetual contract, supporting a maximum leverage of 3x.
Bitcoin dropped below $78,000 during Tuesday’s Wall Street session, mirroring a decline in risk assets as renewed Middle East tensions pushed oil prices to multi-month highs and rattled global markets.
Middle East unrest triggers selloff in Bitcoin and US stocksAccording to data from TradingView, BTC/USD fell to $77,600, marking its lowest level since September 3 before showing a modest recovery. This pullback coincided with similar weakness in US equity markets.
Heightened geopolitical concerns followed reports of Houthi strikes targeting Saudi Arabian cities and oil infrastructure. As the first full trading session after the Labor Day holiday began, the S&P 500 slipped 0.5% and the Nasdaq Composite Index edged down 0.4%.
Oil markets responded more dramatically. The price of West Texas Intermediate (WTI) crude surged toward $95 per barrel, the highest since June 8. Brent crude neared the $100 mark for the first time since late July.
The surge in fuel prices has also driven US diesel costs to new highs. The Kobeissi Letter, a financial research platform, stated that this pressure is “mounting inflation expectations.”
Oil prices have surged to three-month highs on the back of renewed Middle East turmoil, leading analysts such as The Kobeissi Letter to warn: “Inflation expectations continue to mount as a result.”
The Consumer Price Index (CPI), a key measure of inflation in the US, is scheduled for release on Friday, and market participants are closely monitoring its impact on macroeconomic conditions.
Amid the rising energy costs, US president Donald Trump commented on Truth Social that oil prices would drop sharply in the future and pledged to bring gasoline below $2 per gallon if his administration prevails in the ongoing conflict with Iran.
BTC technical outlook raises caution on May breakdown repeatMarket analysts highlighted concerns that Bitcoin’s current price action could echo its failed breakout in May. At that time, BTC/USD briefly touched $82,800 before reversing, consolidating at $78,300, and then falling to new macro lows near $57,000.
Rekt Capital, a widely followed trader and analyst, pointed to a critical retest of the $78,300 level. In a post on X, he stated that this is a key support zone, warning that a failure to hold it could cement another lower high and leave the 2026 bear market intact.
If Bitcoin closes the week below $78,300 and follows with a bearish retest, analysts believe this could confirm a further breakdown, similar to the price decline that occurred after May’s failed rally.
The analysis suggests that unless Bitcoin reclaims and sustains higher levels, risks to the downside remain elevated in the short term.
If the current price zone fails, Bitcoin could register another lower high since October 2025, keeping the 2026 bear market trajectory in place.
Traders are now monitoring both geopolitical developments and key technical levels for signals of Bitcoin’s next major move.
Mini dictionary: The Kobeissi Letter is a financial market research and commentary platform known for its analysis of macroeconomic trends, commodities, and risk assets.
AssetLatest ValueMovementBitcoin (BTC)$77,600Lowest since Sept. 3, fell below $78,000WTI Crude Oil$95 per barrelHighest since June 8, up stronglyS&P 500Down 0.5%Fell on risk-off moodNasdaq CompositeDown 0.4%Reacted to geopolitical tensions
Bitcoin and other major crypto assets recovered from early losses Tuesday as easing oil prices helped improve market sentiment.
Bitcoin rose back to $78,800 after falling below $78,000 earlier in the session, while XRP gained 3.6%, Ether advanced 1.2% and Solana added 1%.
The recovery came as US stocks pared declines, with the Nasdaq down only 0.1% by midday. Brent crude pulled back to about $97.5 after briefly approaching $100, although geopolitical tensions remained elevated following fresh hostilities involving the US and Iran and attacks by Tehran-backed Houthis on Saudi energy infrastructure.
Markets remain focused on inflation and monetary policy after stronger-than-expected August jobs data increased the likelihood of a Fed rate hike. Traders currently price a 58.4% chance of a hike this month, while PPI and CPI reports due Thursday and Friday are expected to influence the central bank’s decision.Oil prices are doing that thing again where they make everyone nervous at exactly the wrong time. Brent crude surged nearly 2.25% to $99.18 per barrel on Monday, its highest level since late July, dragging US equities lower as investors braced for a consumer price index report later this week that suddenly feels a lot more consequential.
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The Dow Jones Industrial Average dropped roughly 519 points, or 0.97%, settling around 52,895. The S&P 500 fell 0.30%, while the Nasdaq Composite barely budged, slipping just 0.06%.
What’s driving the oil spike Escalating tensions between the US and Iran are the primary catalyst. Attacks on Saudi energy facilities and broader hostilities across the Middle East have injected fresh supply-disruption risk into a market that was already watching crude prices creep higher through the summer.
Analysts are flagging diesel and refined products as particular pain points. Unlike gasoline, which gets most of the headline attention, diesel is the lifeblood of commercial freight and agriculture. When diesel prices spike, it’s the kind of inflationary pressure that’s hard for the Federal Reserve to ignore, and even harder for consumers to avoid.
The timing couldn’t be more awkward. August’s CPI report is expected to land on Friday, and whatever number it shows will carry outsized weight given the Fed’s upcoming rate decision on September 16. Markets are currently pricing in a 58.4% probability of a rate hike at that meeting.
The Fed’s uncomfortable position The Federal Reserve, led by Chair Kevin Warsh, has been navigating with mixed signals for months. Employment data has been inconsistent, and inflation readings have zigzagged enough to make any definitive policy call feel premature. Earlier spikes in oil prices exceeding $100 a barrel in 2026 contributed to headline inflation peaking at 4.2% year-over-year in May, and renewed combat in early September has rekindled those inflationary pressures.
The 58.4% probability the market assigns to a hike is notable because it’s firmly in no-man’s-land. When odds sit near 50-50, it means institutional investors are hedging both directions.
Sector dynamics and what to watch Monday’s sell-off wasn’t evenly distributed across the market. The Dow’s nearly 1% decline was notably steeper than the S&P 500’s 0.30% drop, suggesting that industrial and cyclical names bore the brunt of the selling. The Nasdaq’s negligible decline tells a different story, as growth and technology stocks appear to be shrugging off the oil-driven anxiety for now.
For the broader market, the next four days are a minefield of potential catalysts. Oil prices could continue climbing if Middle Eastern tensions escalate further. Friday’s CPI print will either confirm or alleviate the inflation fears that Monday’s session crystallized. And behind all of it, the Fed’s September 16 meeting looms as the moment when all these competing data points get translated into actual policy.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
CoinCorner has launched a Bitcoin custody service for UK customers that charges a 1.5% annual fee and uses keys held separately by CoinCorner and AnchorWatch.
Summary
CoinCorner and AnchorWatch each control a key, preventing either company from moving customers’ Bitcoin alone. Lloyd’s of London underwriters cover key loss and unauthorized access involving Bitcoin held in Vault. Customers can add or remove funds without a long-term commitment and set custom identity checks. CoinCorner’s crypto services remain outside FCA regulation and are not protected by the UK’s FSCS. CoinCorner said its new Vault uses multi-signature technology to divide control of customers’ Bitcoin between two companies operating in different jurisdictions. CoinCorner holds one key, while insurance and custody provider AnchorWatch holds the other.
Neither company can independently approve a transfer from the Vault, according to CoinCorner’s support documents. Requiring multiple keys removes the single point of control found in a conventional custodial wallet, where one company can authorize transactions on its own.
Bitcoin held through the service is insured under a policy underwritten through the Lloyd’s of London market. CoinCorner said the cover applies to losses caused by lost keys and unauthorized access, although specific policy conditions and exclusions have not been published on the product page.
Customers can also set their own identity checks, which must be completed before a transaction can proceed. The available controls allow account holders to add verification steps that match their security needs, with CoinCorner’s support team handling the setup.
CoinCorner Vault charges a 1.5% annual fee Vault costs 1.5% per year, with CoinCorner calculating and billing the fee monthly. The company charges customers on the first day of each month based on the amount of Bitcoin recorded in their Vault at that time.
No long-term commitment is required, and users can move Bitcoin into or out of the product. Withdrawals return funds to a customer’s standard CoinCorner Bitcoin balance, which the company describes as an instant process.
Deposits follow a different monthly schedule. According to CoinCorner’s Vault guidance, Bitcoin added after the first day of a calendar month does not enter the recorded Vault balance until the following month. The company says any Bitcoin remaining within Vault after a withdrawal continues to be insured.
CoinCorner also says it does not lend out or otherwise use Bitcoin placed in the service. The product therefore differs from interest-bearing crypto accounts, where a platform may deploy customer assets through loans or other transactions in return for yield.
Vault does not advertise a return on deposited Bitcoin. Customers instead pay for the custody structure, transaction controls, and insurance attached to assets held within the product.
Multi-signature custody splits control between two firms Multi-signature wallets require more than one private key to approve a Bitcoin transaction. Under CoinCorner’s setup, the relevant keys are held by independent entities rather than stored by a single platform.
AnchorWatch provides the second part of that arrangement through Trident, its Bitcoin custody infrastructure. The AnchorWatch platform uses Bitcoin scripts and time locks to apply security, recovery, and governance rules at the protocol level.
Time locks can make an alternative method of moving funds available after a specified period when a key is lost or a participant becomes unavailable. AnchorWatch says the design allows recovery conditions to be built into a vault without giving one party immediate control over the Bitcoin.
The US company is also a Lloyd’s coverholder, which allows it to arrange policies backed by underwriting capacity in the Lloyd’s market. AnchorWatch says its other custody products can obtain as much as $100 million of cover per vault, while institutional customers may seek limits of up to $500 million. CoinCorner has not disclosed the limit attached to its UK Vault product, so figures advertised for AnchorWatch’s other services should not be treated as the coverage available to every CoinCorner customer.
AnchorWatch separately offers a three-institution custody configuration involving AnchorWatch, BitGo, and CoinCorner. Its website describes that product as a two-of-three wallet, meaning two institutions must sign a transaction. CoinCorner’s UK-facing documents describe Vault as a two-entity service in which CoinCorner holds one key and AnchorWatch holds the other.
Insurance does not provide FSCS protection The private insurance attached to Vault is separate from the protection provided through the UK’s Financial Services Compensation Scheme.
CoinCorner states in its legal notice that investments in cryptoassets through its platform are not regulated by the Financial Conduct Authority. Customers also cannot take complaints about the crypto service to the Financial Ombudsman Service, while their Bitcoin is not eligible for FSCS protection.
The distinction matters because private policies cover named events under agreed terms and exclusions. CoinCorner identifies lost keys and unauthorized access as covered events, but its public Vault material does not say that the policy protects customers from a fall in Bitcoin’s price, insolvency, or every possible operational loss.
CoinCorner Ltd is based in the Isle of Man and is registered with the Isle of Man Financial Services Authority under the Designated Business Act 2015. The company is also registered with the Isle of Man Office of Fair Trading as a moneylender.
Its electronic money and payment services have a separate structure. CoinCorner acts as a distributor for Mercury Foreign Exchange Limited, an FCA-authorized electronic money company, but the authorization attached to those payment services does not extend FCA protection to CoinCorner’s cryptoasset products.
Founded in 2014, CoinCorner says it serves more than 350,000 users across 15 markets. The company previously entered the UAE market through a 2022 partnership with Dubai-based Seed Group covering Bitcoin trading, storage and payment services.
UK crypto custody faces new FCA rules in 2027 CoinCorner has introduced Vault as the UK prepares to place crypto custody under a full authorization system.
As crypto.news reported in June, the FCA’s new cryptoasset regime is scheduled to take effect on Oct. 25, 2027. The rules will cover custodians, trading platforms, stablecoin issuers, staking providers and other intermediaries.
Firms seeking to conduct regulated crypto activities will have an application window running from Sept. 30, 2026, through Feb. 28, 2027. Existing registrations under the UK’s anti-money laundering rules will not automatically become authorizations under the new Financial Services and Markets Act framework.
The regulator plans to apply requirements covering custody, capital, operational resilience, disclosures, market conduct and consumer protection. Companies may also need to show that they can withstand market stress and maintain financial resources against risks carried on their balance sheets.
In August, US trading platform Robinhood secured FCA registration under the existing anti-money laundering system before the new framework takes effect. More than 50 companies were listed on the FCA’s cryptoasset register at the time, including Kraken, Ripple, BlackRock and BNY.
For American customers, AnchorWatch advertises a separate multi-institution service using a two-of-three arrangement with CoinCorner and US custodian BitGo. Its website says insurance for that configuration is optional for US users, with indicative pricing beginning at $4,000 for every $1 million of coverage and final premiums subject to underwriting review.
Strategy Inc. doubled the authorization for its preferred-stock repurchase program to $2 billion on Sept. 8, while reporting that it bought or sold no bitcoin during the preceding week. The board action expands the pool available for buybacks of the company’s digital credit securities.
In a Form 8-K filed with the U.S. Securities and Exchange Commission, Strategy said $1.19 billion remained available under the Digital Credit Securities Repurchase Program as of Sept. 7. The authorization covers purchase prices as well as commissions, fees and expenses, including repurchases already completed.
Strategy spent $176.3 million repurchasing STRC Between Aug. 31 and Sept. 7, the company repurchased 1,810,885 shares of its variable-rate Series A perpetual Stretch preferred stock, traded as STRC, for an aggregate $176.3 million. It reported no repurchases of STRF, STRK, STRD or MSTR common stock during the same period.
The filing says Strategy funded the STRC transaction with USD Cash. That account is distinct from the company’s USD Reserve: management describes USD Cash as capital available for broader treasury purposes, potentially including bitcoin purchases, additions to the reserve and other capital-management uses.
Cash accounts ended the week at $6.54 billion Strategy reported a $5.10 billion USD Reserve and $1.44 billion of USD Cash as of Sept. 7, a combined $6.54 billion. The reserve is intended to support preferred-stock dividends and interest on outstanding debt, while the separate cash balance gives management flexibility within its capital framework.
The expanded authorization does not require Strategy to spend the full amount or complete repurchases on a fixed timetable. It establishes capacity for future transactions. The Sept. 8 disclosure therefore records both a completed STRC buyback and a board-approved increase in the remaining program, rather than a new bitcoin purchase.
Bitcoin holdings stayed at 845,050 BTC Strategy said it neither bought nor sold bitcoin and issued no shares through its at-the-market program during the week. Its holdings remained at approximately 845,050 BTC, acquired for an aggregate $63.73 billion at an average cost of about $75,412 per coin, including fees and expenses.
The unchanged balance follows the company’s purchase of 4,603 BTC in the prior reporting period. BlockchainReporter previously detailed Strategy’s return to bitcoin buying after a two-month pause. This week’s filing shifts the capital-allocation focus from accumulation to preferred-stock repurchases, while preserving the same reported bitcoin treasury total.
AUTHOR
Farhan Karim is a technology writer and content strategist with 15+ years of experience writing thousands of articles, blogs, whitepapers, and ebooks on Blockchain, Cryptocurrency, and other tech niches. His expertise in content strategy, SEO, and a keen eye on the ever-evolving tech space have led him to work with companies like Pepsi, Huawei, Arab News, and now Blockchain Reporter.
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 and Ethereum ETFs had a bit of a couples therapy moment on September 2, with the two asset classes heading in starkly different directions. Bitcoin ETFs pulled in a net 398 BTC, worth roughly $31M, while Ethereum ETFs hemorrhaged 19,667 ETH, approximately $48M, in a single trading session.
The divergence is notable not because crypto funds move in lockstep (they don’t), but because it snapped a 12-session inflow streak for Ethereum products.
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The weekly picture softens the blow Over the week, Bitcoin ETFs accumulated 8,937 BTC, while Ethereum ETFs still managed a net positive weekly inflow of 15,939 ETH despite the ugly daily number.
Bitcoin ETFs had a particularly strong showing across multiple sessions. September 2 brought in $101M, and September 4 followed with $175M. For the week ending September 4, Bitcoin ETFs amassed close to $987M in net inflows. Cumulative net inflows into US spot Bitcoin ETFs have now exceeded $55B since they debuted in January 2024.
BlackRock remains the gravitational center The issuer landscape continues to be dominated by a familiar trio: BlackRock, Fidelity, and Grayscale. BlackRock’s IBIT fund on the Bitcoin side, along with its ETHA and ETHB products for Ethereum, consistently lead in daily volume and investor flows.
Grayscale occupies an interesting position. Its converted trust products still carry higher fee structures than newer competitors, which has historically led to persistent outflows as investors rotate into cheaper alternatives.
2026 has been a roller coaster for crypto ETF flows The September divergence fits neatly into a broader 2026 pattern of extreme volatility in fund flows. June brought record outflows across both Bitcoin and Ethereum products. April and August, by contrast, saw robust inflow periods. Crypto flows closely track two variables: overall investor risk appetite and interest rate expectations.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
In the cryptocurrency market, the actions of major players have been making headlines lately, as much as price movements.
Bitcoin climbed back above $82,000 last week, but Friday’s US employment data created significant selling pressure on the market. The data, which came in much higher than expected and showed the unemployment rate remaining stable, strengthened expectations that the Fed might raise interest rates at its September meeting. As a result, US bond yields rose while Bitcoin fell below $80,000.
This situation was also reflected in altcoins, and the resulting volatility reshaped investors’ risk appetite. In this context, transfers made by whale wallets also attracted attention.
According to Lookonchain, a cryptocurrency analysis platform, Chinese crypto whale Garrett Jin holds the largest ZEC short position on the chain. However, he appears to be giving up.
Jin recently closed a short position of 7,000 ZEC ($8.16 million), incurring a loss of $4.12 million. Despite this, he still holds a short position of 32,760 ZEC ($37.83 million), with an outstanding loss of $18.95 million. The liquidation price is stated as $2,857.
Lookonchain also reports that whales are buying Solana. According to them, a whale named “HURDw” purchased a total of 285,503 SOL (worth $28.82 million) on Hyperliquid in the last 3 weeks.
Another whale, who previously spent $4.73 million on PONS, UNI, AAVE, and CASHCAT, purchased 3.48 million of the altcoin “4Stock” today by spending 163,256 USDT.
In addition, a wallet affiliated with the cryptocurrency trading company Cumberland is accumulating PONS. According to the data, in the last 4 days, it withdrew 3.5M PONS ($2.78 million) from Gate at an average price of $0.8.
The trader with the address “0xbebb” turned 4.4K into 780K in just 2 hours. This represents a 177x return.
According to the data, a trader who spent 4.4K USDC to buy 18.6M of the altcoin “4Stock” is now the largest investor in “4Stock,” with a value of 780K.
Lastly, Abraxas Capital bought 13,000 spot ETH ($32.39 million) to hedge its short position in Hyperliquid worth 141,180 Ethereum ($353.27 million).
*This is not investment advice.
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Pi Network Price traded near $0.0958 on Tuesday, gaining about 1.3% as traders monitored catalysts.
The token stayed below $0.10, although its recovery from September’s early weakness improved short-term sentiment.
Bitcoin price hovered below $79,000, while Ethereum traded around $2,500 as the wider cryptocurrency market pulled back.
XRP price remained close to $1.40, reflecting positioning before inflation reports and next week’s policy events.
PI’s hold above $0.095 represents one bullish sign because that level can become a base for another breakout attempt.
Protocol 27 Upgrade Targets September 15 Protocol 27 entered Testnet 1 on August 21 after Protocol 26 completed its Mainnet rollout.
The Protocol 27 of Pi Network, which is due to be launched on September 15, is supposed to offer smart contract verification, DEX and AMM architecture, liquidity instruments, enhanced applications, and utility to payments. Pioneers are advised to maintain Nodes because the ecosystem is ready to be expanded.
The upgrade introduces flexible smart-contract authentication and improved RPC infrastructure, making blockchain access easier for external developers.
📅 September 15, 2026 — Protocol 27 is on the horizon for Pi Network.
This upgrade is expected to bring important improvements to the ecosystem’s technical infrastructure. ⚙️
— Crypto Compass (@Crypto_C0mpass) September 8, 2026
It also prepares automated market-maker pools and decentralized exchange functions for production use across Pi’s ecosystem.
The utility of PI including token swaps, liquidity provision, applications, and new launches can be enhanced with a successful launch.
PI remains vulnerable to token unlocks, meaning positive delivery must attract enough activity to absorb additional circulating supply.
Developer Progress Meets CLARITY Act And FOMC Risks Pi’s September 4 developer release added local storage for whitelisted Browser apps and an app-specific staking data API.
Developers also received Pi.shareFile, which supports native file and video sharing without separate sharing systems.
A consolidated documentation hub now covers registration, sandbox development, authentication, payments, Mainnet preparation, and application launches.
Washington will provide another catalyst through the Senate’s scheduled September 15 CLARITY Act cloture vote.
The procedural vote requires 60 senators and could open debate over clearer SEC and CFTC responsibilities.
Approval may support crypto confidence, while rejection could renew concerns about regulatory delays during an election year.
September 15 also begins the Federal Reserve’s two-day FOMC meeting, with its policy decision due September 16.
Any surprise on rates or future guidance could quickly influence Bitcoin, altcoins, liquidity conditions, and PI.
Pi Network Price Prediction: Key Levels To Watch Ahead Of September 15 Pi Network price has to fight to keep below the resistance of 0.098 to 0.10 and then it has to fight to keep below the resistance of 0.095.
Any day close above $0.10 may reveal $0.106 then $0.11 in a more robust momentum growth.
Should Protocol 27 capture new demand traders can then take the help of $0.12 as a long-term Pi coin projection for September.
Source: TradingView The current RSI of 64 is above the neutral mark without showing any overheating of the market.
At the same time, MACD of 12 days and 26 days are close to zero, indicating that the momentum is not accelerating completely.
On the other hand, a loss of $0.095 would shift the focus back to $0.09, with supports of 0.085 and 0.08.
Tether, the issuer of the world’s largest stablecoin, has spent $600 million buying majority control of a South American farming conglomerate, adding land to a reserve strategy that already includes billions in gold and Bitcoin (BTC).
The move follows a clean audit from KPMG, one of the Big Four accounting firms. However, Tether’s own reserve buffer has since fallen 40%, raising questions about its scarce-asset hedges.
Farmland Joins Gold and Bitcoin in the Reserve MixTether acquired roughly 70% of Adecoagro, a Nasdaq-listed agribusiness farming more than 200,000 hectares across Argentina, Brazil, and Uruguay. The deal grew to about $600 million in September 2025, and followed an initial $100 million stake bought in 2024.
Analysts have described the acquisitions as diversification, following the same logic behind Tether’s gold and Bitcoin holdings. Tether itself has called those assets a hedge against dollar debasement and inflation. It also plans to use the farmland’s renewable energy to power Bitcoin mining.
Ardoino describes Tether as “probably the largest owner, land owner in South America,” noting the agribusiness runs hundreds of thousands of sheep and cattle and produces milk and rice. He framed the holding as part of the same logic driving Tether’s gold and Bitcoin positions — a hedge against systemic instability rather than a conventional investment.
“This is when we think about the stability of the world that has to come through real tangible assets,” he said, adding that Tether has to remain “a company that survived to the worst case scenario.”
Tether’s Business Also Include US Treasuries.Meanwhile, Tether remains one of the world’s largest holders of US Treasuries. Its exposure last stood at roughly $141 billion, disclosed in its first-quarter 2026 attestation. That leaves the company betting on scarce, hard assets. Yet it still anchors most of its balance sheet to the very currency it hedges against.
KPMG’s first full audit confirmed reserves exceeded liabilities by $6.8 billion at the end of 2025. Tether CEO Paolo Ardoino called the result a clean audit, the strongest opinion an auditor can issue. However, Tether has not published the underlying audited statements.
Wen Tether audit? nOw.
Today Tether announces its first full financial audit for Tether International, conducted by KPMG U.S. which resulted in an unqualified clean opinion, marking the highest result possible.
An unqualified opinion is the best possible audit opinion an… pic.twitter.com/quav6uUIhy
— Paolo Ardoino 🤖 (@paoloardoino) August 13, 2026
Tether’s own June attestation, a quarterly reserve snapshot reviewed by BDO, put that same buffer at just $4.1 billion. That is a drop of roughly 40% in six months, driven largely by unrealized losses on gold and bitcoin.
Those are the very assets meant to protect Tether’s balance sheet. Farmland adds a further complication, since land cannot be sold quickly if Tether ever needs cash fast.
Whether Tether’s scarce-asset strategy ultimately strengthens its position or adds new risk remains unclear. KPMG’s full report, still unpublished, could settle that question once it reaches the public.
Tether CEO Paolo Ardoino stated that the company continues to accumulate Bitcoin and gold while pursuing its strategy of expanding the dollar network globally. In a recent interview, Ardoino noted that Tether provides dollar liquidity worldwide through USDT and holds a significant amount of US Treasury bonds.
According to Ardoino, the company actively uses a portion of its operating profits to purchase Bitcoin and gold. The primary goal of this strategy is to protect Tether’s balance sheet against the potential devaluation of fiat currencies. The Tether CEO described Bitcoin as the foundation of all digital assets, arguing that cryptocurrency can provide natural inflation protection.
Tether’s use of company profits to purchase Bitcoin and gold is seen as part of its approach to diversifying its reserve structure. The company is expanding the global use of USDT while also including different asset classes in its reserves.
Ardoino also stated that one of the key factors hindering Bitcoin’s global adoption is the generation gap. He noted that many of the world’s major decision-makers are over 60 years old, and that these individuals do not fully understand Bitcoin.
The CEO of Tether stated that central banks prefer to buy gold every day, and a similar approach towards Bitcoin has not yet emerged. However, he argued that younger generations understand Bitcoin better and have a natural inclination towards adopting the digital asset.
Ardoino stated that a generational shift is needed for Bitcoin’s role in the global financial system to strengthen. According to him, greater involvement of younger generations in the financial system could accelerate Bitcoin’s long-term and natural adoption.
*This is not investment advice.
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Token 'Niu Lai' rebounds to a market cap of over $100 million, surging more than 27% in 24 hours.
According to GMGN market data, the meme coin "Niu Lai" has rebounded to a market cap exceeding $100 million, surging over 27% in 24 hours and currently standing at $101.2 million.
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The first chapter of the AZUKI comic will launch on September 17, with new chapters updated every third Thursday of each month.
According to official announcements, Azuki has announced that the first chapter of its manga will officially launch on September 17 at 9 AM Pacific Time. The new manga chapter will be available to read for free, with plans to release new chapters on the third Thursday of every month. The story centers on Shao, a sharp, guarded girl from the alleyways. When her sister Rei mysteriously disappears during a cultural relic smuggling operation in the fantasy world called the Garden, Shao’s original life falls apart completely. In order to find her sister and uncover the truth, the terrified and desperate Shao is forced by crime boss Zero to strike a dangerous deal, becoming an unwilling cultural relic hunter who trades artifacts for clues needed to locate Rei.
10 minutes ago
Circle adds support for pre-payment of CCTP fees, covering all EVM-compatible chains.
Official announcements reveal that Circle’s Cross-Chain Transfer Protocol (CCTP) now supports a fast transfer prepaid fee function. Previously, protocol fees were deducted directly from the USDC transfer amount on the destination chain; with this update, developers can pre-quote and collect fees using the source chain’s native gas token or USDC before a transfer executes, simplifying cross-chain transfer fee handling and ensuring users receive their expected USDC amount. The prepaid fee mechanism primarily enhances fee predictability in cross-chain applications. Users no longer face reduced received amounts due to extra deductions on the destination chain side. Additionally, the CCTP Quote API uniformly calculates fees across all supported chains, integrating Fast Transfer and Forwarding fees into a single quote—removing the need for developers to build separate systems to compute multiple protocol fees. Furthermore, fees can be paid directly with the source chain’s native token, with no reduction or impact on the actual transferred USDC balance. Currently, the prepaid fee feature supports USDC transfers on all EVM chains covered by CCTP, but does not yet support transfers initiated from Solana; transfers to Solana remain available. Developers can retrieve specific fee quotes via the Quote API and integrate this feature, with relevant developers advised to refer to CCTP’s official documentation to build more predictable cross-chain USDC transfer workflows.
10 minutes ago
The US stock market's optical communication sector rose sharply, with LITE surging more than 11%.
According to BIT (Bit.com) market data, the US optical communication sector has surged sharply, with performances as follows: Applied Optoelectronics (AAOI) up 9.61%; Lumentum (LITE) up 11.27%; Nokia (NOK) up 6.1%; Corning (GLW) up 8.47%; Roundhill Optical Module ETF (LYTE) up 9.08%; Coherent (COHR) up 11.25%; and Marvell Technology (MRVL) up 3.01%.
10 minutes ago
Bonk Guy: PONS buyback is severely undervalued by the market, will continue adding positions during pullbacks.
Renowned trader Bonk Guy posted that PONS has seen sustained revenue growth recently, with daily income staying above $1.3 million to $2 million for most of the past week, and not dropping below $1.1 million for seven consecutive days. Meanwhile, PONS’ buyback wallet has accumulated nearly $3 million so far; these funds will be used to repurchase PONS via Time-Weighted Average Price (TWAP), and the wallet’s fee replenishment rate is currently outpacing its fund consumption rate. 100% of PONS’ generated fees are allocated to repurchases and token burns. PONS’ actual market cap is likely significantly lower than its Fully Diluted Valuation (FDV). At the time of posting, its price stood at around $0.736, translating to an FDV of roughly $736 million. However, since PONS’ launch, approximately 30% of its token supply has been repurchased and burned via fees, bringing its actual market cap closer to $515 million. Additionally, PONS hit an all-time high of ~80% market share on Robinhood Chain yesterday, holding between 75% and 80% for most of the past week. The platform also set a new all-time high for daily token issuance, peaking at 28,560 tokens in a single day, with around 27,600 new tokens launched over the past 24 hours. PONS is benefiting from the growth of the Robinhood Chain ecosystem and has established itself as the chain’s leading Launchpad. Bonk Guy noted that PONS currently boasts daily revenue of $1 million to over $2 million, nearly $3 million in buyback funds, ~30% of its supply burned, no VC unlock pressure, and strong early community support. Comparing PONS to PUMP, he argued its current actual market cap remains attractive. Traditional finance quant trading networks are also starting to take notice of PONS, calling it a potential “most tradable asset of this cycle”. He expects sustained buying during market pullbacks and is bullish on its market cap eventually reaching the multi-billion-dollar level.
10 minutes ago
Iran claims to have seized "the world's most advanced intelligent unmanned submarine", with US authorities yet to confirm.
According to Iran's Tasnim News Agency, the Navy of Iran's Islamic Revolutionary Guard Corps (IRGC) claimed it captured a U.S. unmanned underwater vehicle (UUV) at the entrance to the Strait of Hormuz early local time today and brought it back to Iran. The IRGC Navy stated that the vessel is "one of the most advanced intelligent unmanned submarines in the world", was delivered to the U.S. Navy in 2025, and seized at "a complex facility". The IRGC will release photos of the UUV within hours. The claim has not yet been confirmed by U.S. officials.
Below is a roundup of key pre-market news for US stocks on Tuesday: 1. US Treasury Secretary Scott Bessent’s commitment to supporting the bond market is set to be tested. At 11 a.m. ET on Wednesday (23:00 Beijing time), the US Treasury will announce the maximum amount of 10-year to 20-year US Treasury bonds it plans to repurchase. 2. Robinhood is acting as an IPO underwriter for the first time, participating in the listing of smart ring maker Oura. 3. Hunter Biden, son of former US President Joe Biden, plans to launch a meme coin named "LAPTOP" on Coinbase’s Base network on September 9, entering the crypto market. 4. Binance founder CZ retweeted a BNC-related post, triggering a rebound in BSC ecosystem meme coin 4Stock. 4Stock originated from the "stock meme" narrative launched by Four.meme; BNC4 is the first 4Stock coin-stock, pegged 1:1 to BNC, the treasury company corresponding to BNB. 5. Strategy did not increase its Bitcoin holdings last week. Bitmine, by contrast, added 28,086 ETH to its holdings last week, bringing its total position to around 5.929 million ETH.
Key Highlights Bitcoin retreated to approximately $78,400 during Tuesday’s session, declining more than 1% while maintaining positive weekly performance Robust U.S. employment figures showing 162,000 August job additions elevated Federal Reserve rate increase probability to approximately 60% Zcash experienced the steepest decline among major cryptocurrencies, falling close to 5%, whereas Dogecoin and BNB demonstrated resilience Brent crude advanced to roughly $97.50 per barrel, marking a six-week peak amid escalating U.S.-Iran geopolitical tensions and Strait of Hormuz shipping concerns Spot Bitcoin exchange-traded funds in the United States attracted approximately $1 billion during the previous week, maintaining a three-week positive inflow trend Bitcoin descended to approximately $78,400 during Tuesday trading, registering a decline exceeding 1% for the session. The leading digital currency by market capitalization has now struggled for two consecutive weeks to secure a closing price above the $80,000 threshold.
Bitcoin (BTC) Price The cryptocurrency momentarily surpassed $82,000 during the previous week before retreating following Friday’s employment statistics release. Nevertheless, Bitcoin maintains approximately 25% gains from August levels and preserves modest weekly advancement.
The broader cryptocurrency market experienced similar downward pressure on Tuesday. Zcash suffered the most significant losses, declining nearly 5% to trade around $1,125. Despite this setback, it retains an impressive 33% weekly increase, positioning it as the strongest performer among large-cap digital assets.
Solana decreased more than 2% to settle just above $103, completely erasing its accumulated weekly gains. Hyperliquid’s HYPE token fell over 3% to approximately $84, similarly eliminating its weekly progress.
Ether experienced a roughly 1% decline, trading just beneath $2,482. XRP softened to around $1.38 while Tron remained relatively stable at approximately 33 cents.
Dogecoin and BNB demonstrated the strongest resistance to selling pressure, each declining by merely a fraction of a percentage point. Both cryptocurrencies maintained robust seven-day gains approaching 9% and exceeding 7% respectively.
Employment Data Elevates Fed Tightening Expectations Tuesday’s cryptocurrency market weakness stemmed primarily from August’s employment report. American employers added 162,000 positions, significantly exceeding economist projections by nearly threefold. The unemployment rate remained unchanged at 4.1%.
These employment figures elevated the market-implied likelihood of a 25-basis-point Federal Reserve rate increase at the September 16 policy meeting to approximately 60%, based on CME FedWatch data.
Elevated interest rates typically create headwinds for Bitcoin and comparable risk assets. They enhance the attractiveness of yield-generating investments and create tighter overall financial conditions. The 10-year Treasury yield remained near 4.8%.
Market participants are currently focused on Thursday’s producer price index release and Friday’s consumer price index data. An unexpectedly high inflation reading could drive Fed rate increase probability toward two-thirds, potentially testing Bitcoin’s $77,000 support zone.
Energy Prices Compound Inflation Concerns Brent crude advanced to approximately $97.50 per barrel, representing a six-week high. Escalating U.S.-Iran geopolitical tensions are fueling the rally, with mounting concerns regarding potential shipping disruptions through the strategically vital Strait of Homuz.
Elevated oil prices sustain inflation anxieties ahead of Friday’s CPI release, creating additional resistance for cryptocurrency markets.
On a constructive note, U.S. spot Bitcoin exchange-traded funds attracted approximately $1 billion in capital during the previous week, continuing a three-week sequence of positive inflows. This institutional buying activity has provided price support throughout the recent correction.
One market strategist observed that long-term Bitcoin holders transitioned to net accumulation during late August for the first time throughout this market advance, representing a behavioral shift that numerous traders are monitoring with interest.
