ARK Invest CEO Cathie Wood said most investors overlook the role LayerZero (ZRO) plays in cross-chain messaging, praising the team behind the interoperability protocol in a post on X.
Her post amplified an argument published two days earlier by Lorenzo Valente, ARK’s director of research for digital assets, who said LayerZero’s interoperability business alone will probably reach nine-figure annual recurring revenue (ARR).
Cathie Wood Says Investors Underrate LayerZeroWood posted on Saturday that most investors “do not appreciate the important role” LayerZero plays in crypto messaging. She also singled out the founding team.
LayerZero relays verified messages between blockchains that cannot otherwise communicate. ARK counts more than 170 supported networks.
Valente made the original argument on Thursday. Messaging protocols turned into critical infrastructure as app-specific chains and rollups multiplied, he wrote. Demand grows further as tokenized real-world assets move on-chain.
The September 3 ARK paper behind Wood’s post puts scale behind the claim. Using data through June, it credits LayerZero with $280 billion in cumulative value transferred and 44% of cross-chain volume in the first half of 2026.
However, LayerZero does not own the category. Circle’s CCTP came second at 41%, and Chainlink pushes a similar cross-chain pitch through CCIP.
ZRO Holds a Monthly Gain Despite Friday’s DropTraders have not followed Cathie Wood in the short term. ZRO trades near $1.04, down about 6% on the day. Its market value stands at $368.7 million, ranking it 120th.
The monthly picture looks stronger. ZRO has added roughly 36% over the past month, most of it in a jump between August 21 and August 23.
LayerZero Price Performance. Source: BeInCrypto MarketsThat rebound started from a record low. ZRO bottomed at $0.71 on July 31 and still trades far below its December 2024 peak of $7.47.
Supply keeps the pressure on. Monthly ZRO token unlocks add to a circulating base near 353 million.
ARK is not a neutral observer either. The firm discloses financial interests in both LayerZero Labs and ZRO, so its research doubles as a position.
Meanwhile, Valente framed the revenue call as his own read, not a house forecast. Wood’s endorsement rests on that thesis. Part two of the ARK series may show whether the fees support it.
Key Takeaways Memory chip stocks experienced substantial gains Friday, with Micron up 6.1%, SanDisk soaring 11.9%, and SK Hynix climbing 8.1% Persistent demand from AI data centers combined with constrained HBM and NAND availability continues supporting elevated pricing Reports indicate Micron has completely sold out its cutting-edge memory production capacity through late 2026 UBS analysts increased their HBM pricing growth projection to 79% annually, revised upward from a previous 67% estimate Lynx Equity released optimistic projections with price targets reaching $1,325 for Micron and $2,450 for SanDisk, forecasting extended memory supply constraints The memory semiconductor sector experienced a significant resurgence Friday, with leading manufacturers Micron, SanDisk, and SK Hynix recording substantial price appreciation following several weeks of declining valuations.
Micron concluded trading with a 6.1% advance, while SanDisk jumped an impressive 11.9%, and SK Hynix posted gains of 8.1%. Western Digital similarly climbed approximately 6%. The Roundhill Memory ETF finished 6.6% higher, demonstrating widespread investor interest throughout the entire sector.
Micron Technology, Inc., MU
The upward movement occurred as market participants shifted capital back into memory and data storage companies, driven by robust artificial intelligence hardware requirements and limited supply availability.
Artificial Intelligence Investment Sustains Memory Requirements High-bandwidth memory modules and NAND flash storage continue facing supply constraints. The rapid expansion of AI-focused data centers persists at an accelerated rate, maintaining significant pressure on available inventory.
The entire memory theme has spent the last 3 months coiling for this upcoming break.$MU, $SNDK, $DRAM, & $WDC are all setup extremely bullish.
This upcoming move is going to be one that many will go back & say.
“I wish I bought more”
Memory stocks are about to do it again… pic.twitter.com/UPFw1JsdLO
— Mike Investing (@MrMikeInvesting) September 4, 2026
Micron has allegedly exhausted allocation for its most sophisticated memory production facilities extending through 2026’s conclusion. This situation provides leading manufacturers with substantial pricing leverage throughout the remainder of the year.
Dell’s substantial $95 billion AI server order backlog was referenced as concrete proof that major technology corporations are purchasing every available memory wafer that manufacturers can produce.
Worldwide DRAM revenue increased 57% sequentially during Q2, while NAND revenue experienced a dramatic 70% surge, according to Barron’s reporting. Micron expanded its DRAM market position to 24% and captured a 15% NAND market share.
Mizuho has characterized memory as a “key bottleneck” throughout the semiconductor supply network and maintained an Outperform rating on Micron securities.
Nvidia revealed $279 billion in supply and capacity obligations, predominantly connected to memory components and production capabilities, emphasizing how essential component accessibility remains for artificial intelligence infrastructure development.
Wall Street Firms Increase Price Objectives and Projections UBS analyst Timothy Arcuri suggested that worries regarding AI processors requiring reduced memory per unit might be overly simplistic. If Nvidia distributes more accelerators, aggregate HBM utilization could still expand despite individual chips containing less memory.
UBS elevated its HBM average selling price growth projection to 79% year-over-year from 67%, while also highlighting improving NAND market conditions as server and storage requirements strengthen.
Lynx Equity published positive research notes forecasting an extended multi-year memory shortage and established price objectives of $1,325 for Micron shares and $2,450 for SanDisk.
Bernstein maintained an Outperform rating on SanDisk with a $3,000 price objective, elevated from $1,700 in late June. The firm increased its fiscal 2027 earnings projections based on stronger NAND average selling prices.
Bernstein emphasized SanDisk’s recently established long-term supply contracts, which feature enhanced pricing safeguards and advance customer commitments.
One potential headwind investors are monitoring involves China. YMTC’s worldwide NAND market share climbed to 14% during Q2, increasing from 9% one year prior, while SanDisk’s share declined to 11% from 13%.
A stronger-than-anticipated U.S. employment report initially sparked interest rate concerns Friday morning. Nevertheless, investors rapidly shifted focus and purchased oversold growth stocks at discounted valuations.
XRP has been the subject of some massive price predictions in the past, but this one is something else.
Although it was rejected at $1.70 a couple of weeks ago after its major mid-August surge, Ripple’s cross-border token is still up by 40% from its multi-year lows marked less than a month ago.
This has turned numerous analysts highly bullish. While this sounds quite expected for market observers like EGRAG CRYPTO, Ali Martinez’s recent price target is what got the community going.
XRP to $60!? Martinez has recently been quite convinced that Ripple’s native token has already bottomed out during this cycle and is on its path to recovery. In a previous post, he noted that XRP’s breakout is confirmed and outlined a more modest target of $1.70. This one came actually after the asset reached that level on August 21-22, following its 70% surge in less than 72 hours.
However, it was violently rejected there and pushed south to under $1.35 last week. Its ability to maintain that level and the subsequent rebound to the current $1.40 gave bulls more hope, and Martinez joined the party.
In a post from earlier today, the analyst told his 166,000 followers that XRP has been “forming a massive ascending triangle on the monthly chart.” If it breaks above and closes north of the key barrier at $3.66, then it would “confirm the breakout and activate a technical target near $60.” Yes, that’s $60 per XRP.
XRP BULL MARKET TARGET: $60
For nearly a decade, $XRP has been forming a massive ascending triangle on the monthly chart.
The $3.66 resistance level is the key barrier. A monthly close above it would confirm the breakout and activate a technical target near $60. pic.twitter.com/RpAnbER9cv
— Ali Charts (@alicharts) September 5, 2026
Now, we are not trying to be the bearer of bad news, but $60!? Even if it takes another 10 years, it would require a near-4,200% surge from current levels. Moreover, its market cap, even if XRP’s supply remains the same, which it won’t, would be at around $4 trillion (yes, with a T). This would make it 2-3 times bigger than BTC’s current market cap, and its valuation would top even giants like Amazon and Microsoft.
You may also like: XRP Trading Activity Hits Highest Level Since February as Price Jumps 8% Over $140M in Shorts Wrecked in an Hour as BTC, ETH, XRP Suddenly Explode Important Ripple News and XRP Price Update: September 3 Maybe $25? Similar highly bullish (and a bit far-fetched) predictions typically come from other analysts, such as EGRAG CRYPTO. But even his most recent analysis was more modest than Martinez’s.
Basing his findings on XRP’s previous expansions, in which the asset exploded by up to 2,400%, the analyst outlined some major targets in his September 5 analysis. The highest of which is at $25 if XRP is to mimic the most significant rally from its 2017-2018 bull phase.
The other, slightly less bullish, targets are set between $11 and $15.8. Naturally, all of those sound a bit unrealistic at the moment, even though the market structure has shifted significantly over the past several weeks.
XRP is drawing renewed attention as its chart structure closely mirrors a formation seen in 2024, just before a sharp upward move.
Analysts tracking the altcoin note that the current setup echoes the sequence that preceded that earlier 650% advance.
Why This XRP Setup Looks Familiar to Chart WatchersAt the time of writing, XRP trades near $1.40, up roughly 35% in a month. The token sits well below its 2025 peak near $3.65 but has rebounded from levels below $1.00 earlier this summer.
One technical view, shared by analysts, highlights that XRP has repeated the same pattern observed in 2024 immediately ahead of that rally. The token is outlining a sequence progressing from the $1.10 to $1.00 zone through successive targets at $1.30, $1.90, $2.80 and $3.40.
The analysis frames this as a potential roadmap rather than a guarantee.
Follow us on X to get the latest news as it happens.
XRP Repeats the Pattern That Preceded Its 650% Rally in 2024. Source: X/@SeffafNetAdditional bullish projections draw on Fibonacci levels. One analysis, from trader CW8900, notes that a recent correction bottomed near the 0.5 retracement and that price has since cleared the 0.618 level, with the next extension target cited near $2.13 at the 1.618 Fibonacci level.
The On-Chain Data and the SkepticsSupporting data from on-chain metrics adds important context:
Spot trading volume for XRP reached a six-month high in August 2026, with Binance alone recording more than $7.26 billion, while Upbit and Bithumb also showed elevated activity.
Roughly 500 million XRP left Binance during the same period, pushing monthly average reserves on the exchange down to levels last seen in early 2024.
XRP Spot Trading Volume Hits a 6-Month High. Source: CryptoQuantAnalysts interpret the outflow as a longer-term positive signal, consistent with accumulation in self-custody or demand for spot ETF products launched in late 2025.
The dynamic is viewed as more relevant over extended horizons than for immediate price action.
Not every outlook agrees, however. A more cautious reading from other analysts describes XRP as remaining inside a corrective pullback within the $1.10 to $1.38 support zone. In this view:
The latest bounce still appears as a three-wave structure.
No confirmed low has been established yet.
The current recovery looks more like an incomplete recovery than the start of a sustained advance.
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XRP Price Analysis. Source: X/@MorecryptoonlThe combination of a repeating technical pattern, elevated spot volume, declining exchange reserves, and mixed short-term structures creates a genuinely contested setup.
Historical pattern recognition can highlight possibilities, yet market conditions, broader crypto sentiment, and macroeconomic factors continue to shape actual outcomes.
Whether the 2024-style sequence reappears will depend on sustained buying interest and XRP’s ability to hold key levels in the weeks ahead.
A crypto whale withdrew $8.25 million in HYPE from a CEX.
According to Onchain Lens monitoring, a whale has withdrawn a total of 97,670 HYPE tokens from four exchanges over the past hour, valued at approximately $8.25 million.
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Bonk Guy again calls for buying USELESS: Could be a DOGE/PEPE-level opportunity in this cycle
Renowned trader Bonk Guy posted that: “I have been observing and trading meme coins across three consecutive cycles. Over the past few years, I have publicly called nearly every meme coin rally that hit a multi-billion-dollar market cap, and have repeatedly turned positions worth tens of thousands to over $100k into profits of millions, even tens of millions of dollars. What I’m telling you now is: USELESS could be a notable DOGE/PEPE-style opportunity in this cycle. Whether you believe it or not is up to you—but many will likely end up entering at a much higher valuation level.”
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Next Week's Macro Outlook: The Federal Reserve enters its blackout period, August CPI takes center stage, and Oracle will release its earnings report after Thursday's market close.
In the coming week, the Federal Reserve will enter its pre-September policy meeting blackout period, with investors shifting their focus to the upcoming PPI and CPI reports. Additionally, the European Central Bank (ECB) will announce its interest rate decision. Below are the key market highlights for the new week (all times are Beijing Time): Monday, September 7: U.S. and Canadian stock markets will close for one day due to the U.S. Labor Day holiday. Thursday, 1:00 a.m.: ECB President Christine Lagarde will deliver a speech at the official dinner of the German Bundesbank. Thursday, 1:00 a.m.: Apple will hold its fall new product launch event, themed "Write a New Chapter, Shine Bright". Thursday, 8:15 p.m.: The ECB will release its interest rate decision. 8:30 p.m.: ECB President Lagarde will hold a monetary policy press conference. Thursday, 8:30 p.m.: U.S. initial jobless claims for the week ended September 5, as well as U.S. August PPI year-over-year and month-over-month rates. Friday, 8:30 p.m.: U.S. August unadjusted CPI and core CPI year-over-year rates, and U.S. August seasonally adjusted CPI and core CPI month-over-month rates. On the earnings front: Oracle (ORCL.N) will release its quarterly results after U.S. stock market trading hours on Thursday. This report could have a significant impact on the current AI-driven market trading landscape. As one of the leading cloud service providers, Oracle is investing heavily in building AI data centers.
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Maji: Backs Friend.tech’s restart on Robinhood’s Base chain; acquisition proposal likely blocked by Paradigm
Crypto figure "Big Brother Ma Ji" (Huang Licheng) posted that "I personally suspect my proposal to acquire Friend.tech was blocked by Paradigm, so I withdrew my offer. If project founder Racer relaunches Friend.tech on Robinhood Chain, I will support it."
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HyperCore Launches Manual Lending and Borrowing Features on Its Mainnet
Hyperliquid co-founder Jeff Yan announced that HyperCore has launched manual lending functionality on its mainnet. HyperEVM smart contracts can call HyperCore’s borrowing and lending functions via CoreWriter, and access relevant data through precompiled contracts.
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Crypto KOL XXAntiWar returns to Twitter after nearly a year, urging followers to "believe the bull market is here".
Crypto KOL XXAntiWar, after nearly a year, returned to posting on X, declaring "Believe the bull market is here", sparking community attention. Notably, on-chain data shows that on September 3, XXAntiWar transferred all 17.56 million "Niu Lai" tokens it held to Binance Alpha.
Insight Beating AI Flash News: Artificial Analysis has updated its Intelligence Index to version 4.2, designed to make its rankings more resistant to targeted score manipulation. The weight of private testing has been increased from 20% to 40%, preventing model developers from accessing the full test set in advance and reducing room for benchmark-specific optimization. The new version adds two test modules: AA-Briefcase and GDP.pdf. AA-Briefcase simulates real-world knowledge work projects spanning weeks, requiring models to handle numerous related tasks and thousands of documents. GDP.pdf uses 100 professional PDFs totaling 4,592 pages, challenging models to locate evidence across texts, tables, charts, and footnotes to answer questions. GPQA Diamond has been removed from the overall index. This graduate-level science question benchmark has reached near-saturation: GPT-6 Astra scored the highest at 96.3%, with Gemini 3.8 Flash at 95.3%, making it nearly impossible to distinguish between the top models. After recalculation, Claude Fable 5.1 retains the first place, followed by GPT-6 Astra. Astra notched a score of 55, 4 points higher than GPT-5.6 Sol. Artificial Analysis also noted that Astra uses fewer output tokens compared to other leading models in its tier.
A private credit fund tied to Jefferies has secured a worldwide freezing order from London’s High Court, targeting up to $499 million in assets connected to iron ore trader Radiant World. The fund’s total exposure to the trader and its affiliated entities has ballooned to nearly $500 million, a figure significantly larger than the roughly $300 million previously disclosed.
The order, obtained by LAM Trade Finance Group II, names Radiant World’s founder Pinkesh Nahar, affiliated entity Sapphire Minmetals, and an individual named Rakesh Sethi. The escalation follows growing concerns over allegedly falsified invoices linked to Radiant’s operations.
From $35 million to half a billion LAM Trade Finance Group II initially extended $35 million in financing to Radiant World back in 2021. That figure then climbed to several hundred million dollars as Radiant positioned itself as a major force in global iron ore trading.
Radiant World, founded in 2003 by Nahar, grew into a business that trades over 80 million tonnes of iron ore annually. The company reported revenues of $9.6 billion for the year ending September 2025.
Industry giants hit the exits Vitol, Cargill, and Glencore have all ceased new business dealings with Radiant. Intesa Sanpaolo has also reportedly reevaluated its exposure to Radiant, reflecting a broader reckoning in the trade finance sector about the reliability of invoice-based documentation.
A fund already under pressure For LAM Trade Finance Group II, the Radiant situation compounds what has already been a difficult period. The fund has been dealing with substantial losses connected to First Brands Group, an auto-parts maker.
The freezing order obtained from London’s High Court is an attempt to lock down whatever recoverable assets remain. Jefferies’ connection to the fund adds a reputational dimension to the financial one.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Starknet lending protocol Vesu has reported that a faulty Pragma price feed triggered the abnormal liquidation of 47 positions holding $3 million in collateral on Sept. 4.
Summary
47 Vesu positions were liquidated across several pools during a two-minute oracle failure. $3 million in collateral was affected before the Pragma price feed corrected itself. Vesu said its contracts worked as programmed and contained no protocol vulnerability. Vesu and other Starknet organizations are trying to recover funds for affected users. Vesu traces $3M liquidation to Pragma price feed Vesu said in a Sept. 5 incident disclosure that the liquidations occurred between 04:08 and 04:10 UTC on Sept. 4 after an upstream price source operated by Pragma supplied incorrect data.
🚨 Update on the 4th September oracle incident
A faulty upstream Pragma price feed caused 47 positions and $3M of collateral to be irregularly liquidated across several Vesu pools between 04:08 and 04:10 UTC
The feed corrected itself within two minutes, and nothing has been…
— Vesu (@vesuxyz) September 4, 2026 During the two-minute incident, the faulty prices reached several Vesu liquidity pools and made 47 borrowing positions appear eligible for liquidation. Automated liquidators then removed approximately $3 million in collateral before the feed returned to the correct value.
According to the protocol, the price source corrected itself within two minutes and has operated normally since then. Vesu did not identify the affected assets or provide a pool-by-pool breakdown in its initial statement.
The company also did not disclose how far the incorrect prices differed from market rates, the amount of debt attached to the liquidated positions, or how much collateral liquidators retained. A technical report covering the incident is expected to provide more information about the affected markets and the sequence of on-chain transactions.
Pragma has since worked with the relevant organizations to deploy a fix addressing the source of the error, Vesu said. Liquidity pool curators suspended affected pools as a precaution, with Vesu expecting them to remove the restrictions after reviewing the fix.
Because Vesu uses isolated and curated lending pools, decisions on reopening individual markets rest with their curators. The initial update did not identify which curators had paused their pools or provide an exact timetable for restoring normal activity.
Vesu says its contracts contained no vulnerability Separating the incident from a smart contract exploit, Vesu said its contracts were “operating as designed” and did not contain a vulnerability. The protocol added that it had no contract patch to deploy because the liquidation engine responded to the prices it received.
In an overcollateralized lending market, a borrower deposits assets worth more than the value of a loan. The protocol uses an external price feed to measure the collateral ratio, and a liquidation may begin when that ratio falls below the pool’s required level.
Vesu attributed the Sept. 4 liquidations to bad inputs rather than faulty execution. Under its account, the contracts received incorrect collateral prices and processed the affected positions according to the rules already written into the protocol.
A July 2026 liquidation risk explainer from crypto.news described price data as the central input used to calculate a DeFi loan’s health factor. The report noted that stale or manipulated data can liquidate a healthy position or prevent an unsafe one from being closed.
Oracle dependence also extends beyond lending markets. An August 2026 report on blockchain oracles explained that smart contracts cannot independently read off-chain market prices, leaving them reliant on outside systems that collect, combine and publish data on-chain.
According to that report, an oracle normally handles data sourcing, aggregation, and on-chain delivery. A failure at any of the three stages can pass an inaccurate value to an otherwise functional smart contract, which may then complete a trade or liquidation based on the faulty input.
Recovery talks involve Starknet organizations Following the incident, Vesu said it began coordinating with Pragma, StarkWare, the Starknet Foundation, and the curators of the affected pools to recover funds collected through the liquidations.
The protocol has not yet explained how the recovery process will operate, how much of the $3 million remains recoverable, or whether liquidators have agreed to return any assets. Its statement also stopped short of announcing a guaranteed reimbursement amount or payment date.
For users with deposits in Vesu’s Earn product, the protocol advised keeping their positions open. Closing an Earn position before the recovery process is complete may remove the user’s eligibility for a refund, according to Vesu.
Borrowers whose positions were liquidated during the two-minute window were asked to open a support ticket through Vesu’s Discord server. The protocol did not specify what records users must submit, though wallet addresses and transaction details can identify affected positions on-chain.
Vesu’s response differs from an automatic reversal because blockchain transactions generally remain final after confirmation. Any restoration would therefore require recovered assets, voluntary returns from liquidators, protocol-controlled funds, or another compensation arrangement agreed upon by the parties. Vesu has not said which route it plans to use.
A comparable oracle-related event occurred on Aave in March 2026, when a stale parameter caused an estimated $26 million to $27 million in unintended wstETH liquidations. An August 2026 review of the incident reported that Aave later examined oracle update rates and fallback systems while using several oracle sources for major collateral types.
Vesu has not announced comparable changes to its oracle structure. Pragma’s root-cause fix was the only technical measure confirmed in the initial disclosure.
US users depend on Vesu’s recovery process For users in the United States, the incident involves a permissionless DeFi product rather than an insured bank account. The SEC’s Investor.gov website states that the FDIC insures deposits at eligible banks but does not protect securities or similar investments against a decline in value.
Vesu did not point to any government-backed protection for affected users. Instead, it directed them to its own support process and said the organizations involved were working to recover the collateral taken during the abnormal liquidations.
The protocol has not disclosed whether it restricts recovery by nationality or residence. Its instructions apply to users whose positions were liquidated during the identified window and to Earn depositors seeking to preserve possible refund eligibility.
At the network level, Vesu forms part of Starknet’s DeFi infrastructure. Starknet identified the lender as one of the protocols supporting its STRK20 privacy rollout in June 2026, alongside decentralized exchanges avnu and Ekubo and staking provider Endur.
Vesu said it will publish a complete technical report after its investigation, while affected borrowers can submit Discord support tickets, and Earn users have been told not to close their positions.
Ethena [ENA] recorded a major surge over the past 24 hours, with the crypto climbing by 13% on the charts.
However, while this may seem bullish on the surface, most of the growth had little to do with the protocol’s performance. In fact, a call for a massive rally may be too early as it stands.
Ethena capital remains slim The strength of ENA’s press time price had little to do with the protocol as limited capital flowed into Ethena and the protocol generated minimal fees. In fact, DeFiLlama data revealed that the Total Value Locked (TVL) increased by roughly $160 million, hitting $4.719 billion at press time.
TVL measures the health of a protocol, and when there is a surge in its value, it alludes to greater interest in the asset and its long-term value.
Source: DeFiLlama Likewise, the scale is often reflective of the conviction depositors hold.
For Ethena, that conviction has been slim so far. Interestingly, the protocol’s revenue has been minimal too, with DeFiLlama showing that Ethena generated just $56.91 in the last 24 hours.
Over the last 30 days, revenue has remained minimal as well, with just $21,317 generated.
What about the spot market bid? There may be growing conviction among spot traders in the market as they flip the script. According to CoinGlass, Spot Market Netflow recorded around $100,000 in Net Inflows.
This marks a gradual turnaround from the previous two days, when traders sold roughly $4.7 million worth of the asset between 2-3 September.
The last 24 hours saw the Netflow turn negative, with the outflow worth $27.41 million – A sign of strong buying interest. In fact, buyer strength has grown, especially over the last 12 hours, with Netflow at -$358,000.
Source: CoinGlass And yet, when viewed over a longer timeframe, selling pressure has largely dominated the market.
Over the last two weeks, the seven-day Netflow was the only negative reading with figures of -$4.82 million. However, across the other periods, there has been significant selling too.
Perp direction needs to be watched The direction of the perpetual market remains one to watch, especially through the lens of the Open Interest-Weighted funding rate.
The OI-Weighted Funding Rate measures whether a majority of the capital in the perpetual market is positioned long or short. At the time of writing, the majority of positions were net long, with a reading of 0.0023% on the chart.
Source: CoinGlass However, the concern remains that between the peak on 3 September and press time, the OI-Weighted Funding rate dropped from 0.0059% to 0.0023%. This suggested that short positions were expanding.
A sustained decline in the OI-Weighted Funding Rate would imply a higher chance of it weighing on the asset’s performance and potentially pushing the price lower. However, if the indicator flips upward, there is a chance that ENA’s price could rise significantly.
Final Summary ENA rose by 13%, but Ethena’s TVL and revenue growth remain limited. Spot buying has strengthened, while falling funding rates could weigh on ENA.
ONDO Finance is currently exhibiting signs of narrowing price consolidation, with traders and analysts closely monitoring the token for a possible decisive move. As ONDO’s price compresses within a tighter range, technical indicators and on-chain data suggest cautious optimism among market participants.
ONDO price consolidates, targets set by analystsONDO is priced at $0.3580, with $117.51 million in daily trading volume and a market capitalization of $1.74 billion. Over the last 24 hours, the token has declined by 2.37%. Market analysts, including LAR, have noted persistent accumulation among traders, arguing that the compressed trading range could lead to a prominent breakout if bullish momentum builds.
The current technical bias among some analysts points to a potential acceleration in ONDO’s price movement toward a target of $0.90 if buyers can gain control. This target, however, depends on broader market liquidity and is not guaranteed.
Anticipation is building as the ONDO price consolidates tightly, with the possibility of a sharp expansion in volatility if a catalyst emerges and buyers push the token beyond resistance levels.
Despite these projections, the path to $0.90 remains uncertain and subject to market-wide conditions, especially as recent price action reflects hesitancy and declining momentum.
Technical signals show limited momentumAnalysis of ONDO’s price action using TradingView reveals that trading is centered around $0.35785—approximately flat for the period, and adhering closely to the 20-period moving average at $0.35723. Since peaking above $0.42000 in August, ONDO has remained in a local consolidation range, with Bollinger Bands showing resistance at $0.39348 and support at $0.32098.
The MACD oscillator confirms a sideways trend, with the MACD line at -0.00092 and the signal line at -0.00044, and a marginally negative histogram reading. This suggests minimal directional bias, with volatility remaining low until a breakout event occurs.
Derivatives data provided by Coinglass presents a mixed outlook: ONDO’s futures volume has risen by 14.02% to $217.36 million, indicating increased trading activity, while open interest dropped by 3.27% to $222.66 million. This decrease in open interest reflects the unwinding of leveraged positions as traders reassess their expectations.
Mini dictionary: Coinglass, a blockchain analytics platform focused on tracking derivatives markets metrics including volume and open interest across major crypto exchanges.
MetricCurrent ValueChange (%)Price$0.3580-2.3724h Volume$117.51 million+14.02Open Interest$222.66 million-3.27The broader crypto market’s recent movements, including Bitcoin’s rejection from its local high near $81,000, have also contributed to ONDO’s downward pressure despite improving volumes and technical setups.
Ondo Finance, a platform specializing in tokenized real-world assets and decentralized finance solutions, has extended the functionality of its Ondo Stocks. The platform now permits investors to use seven Ondo Stocks as collateral for its ONDO Perps product on a 24/7 basis, increasing flexibility for holders of tokenized equities.
This upgrade allows users to actively utilize their equity exposure as perpetual futures collateral without first converting assets, blending traditional equity and crypto trading infrastructure.
By enabling tokenized stocks as collateral, Ondo Finance aims to provide a seamless bridge between legacy financial assets and decentralized perpetual futures trading. This development is designed to enhance both flexibility and hedging capability for participants in tokenized equity and crypto markets.
Ultimately, ONDO’s price trajectory will be determined by whether buyers can push the token beyond its consolidation range with robust volume. Success could bring the $0.90 target into focus, while failure to maintain momentum might result in continued sideways trading or further losses.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
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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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.
Key Highlights HYPE surged to an all-time high of $88, registering gains exceeding 51% over the past 30 days An unidentified large holder has amassed 2.9 million HYPE tokens valued at more than $220 million The Hyperliquid protocol has executed $379 million in HYPE token buybacks during 2026 Technical indicators show price momentum above critical moving averages, with $100 emerging as the next significant milestone Market sentiment received a boost after President Trump discussed potential US expansion for Hyperliquid exchange The native cryptocurrency of Hyperliquid, HYPE, established a fresh all-time high at $88 on September 4, 2026. Currently, HYPE is valued at $85.78 with daily trading volume reaching $1.53 billion and a market capitalization of $21.63 billion. The digital asset has appreciated 5.2% in the last 24 hours and posted gains surpassing 51% throughout the previous month.
Hyperliquid (HYPE) Price This upward movement represents a significant rebound from levels near $50 recorded in early August. HYPE has steadily advanced toward the $90–$95 resistance zone, with market participants monitoring the psychologically important $100 level as the subsequent major objective.
Multiple catalysts contributed to HYPE achieving its latest peak. The Hyperliquid trading platform experienced substantial user growth earlier this year as market participants flocked to trade oil futures contracts, attracted by the platform’s round-the-clock operation. Increased trading volumes generated higher fee revenue, which the protocol systematically uses to repurchase HYPE tokens, effectively decreasing the available supply.
During a cryptocurrency-focused event at the White House, President Trump revealed that CFTC Chairman Michael S. Selig is actively pursuing efforts to establish Hyperliquid exchange operations within the United States. While no specific timeline was provided, this announcement significantly improved market confidence.
Market analyst Jelle emphasized HYPE’s robust upward trajectory, commenting on the token’s substantial gains since previous accumulation zones. Several traders are strategizing to secure partial profits approaching $100 while maintaining the majority of their holdings in anticipation of extended price appreciation.
Nevertheless, some market observers maintain caution regarding near-term prospects. Cryptocurrency analyst BATMAN identified a bearish divergence pattern at the recent local peak and recommended monitoring the $70 zone as a critical support level for potential re-entry into long positions.
Major Holder Accumulation Boosts Market Confidence Blockchain analytics provided by Lookonchain reveal that an unidentified wallet designated as 0x6436 has been systematically accumulating HYPE. This address initially acquired 1.28 million HYPE at approximately $70 three months prior, investing roughly $89.13 million. Throughout the most recent 10-day period, this wallet purchased an additional 1.62 million tokens at a mean price of $82.40, representing approximately $133.8 million in capital deployment. The address currently controls approximately 2.9 million HYPE tokens.
Token Repurchase Program Dominates Cryptocurrency Sector Statistics from Hyperliquid Daily indicate the protocol has allocated $379 million toward HYPE token repurchases thus far in 2026, positioning it as the cryptocurrency industry’s most substantial buyback initiative this year, surpassing both Pump.fun and Sky.
From a technical perspective, HYPE maintains trading positions above its 20-day exponential moving average at $77.76 and its 200-day exponential moving average at $55.84. Bollinger Bands are expanding, indicating heightened market volatility, with the upper band positioned near $95.46.
The immediate challenge centers on whether purchasing momentum can successfully breach the $90–$95 resistance zone.
Artificial Analysis Revamps Its Smart Ranking List, With 40% of the Weight Now Based on Private Testing.
Insight Beating AI Flash News: Artificial Analysis has updated its Intelligence Index to version 4.2, designed to make its rankings more resistant to targeted score manipulation. The weight of private testing has been increased from 20% to 40%, preventing model developers from accessing the full test set in advance and reducing room for benchmark-specific optimization. The new version adds two test modules: AA-Briefcase and GDP.pdf. AA-Briefcase simulates real-world knowledge work projects spanning weeks, requiring models to handle numerous related tasks and thousands of documents. GDP.pdf uses 100 professional PDFs totaling 4,592 pages, challenging models to locate evidence across texts, tables, charts, and footnotes to answer questions. GPQA Diamond has been removed from the overall index. This graduate-level science question benchmark has reached near-saturation: GPT-6 Astra scored the highest at 96.3%, with Gemini 3.8 Flash at 95.3%, making it nearly impossible to distinguish between the top models. After recalculation, Claude Fable 5.1 retains the first place, followed by GPT-6 Astra. Astra notched a score of 55, 4 points higher than GPT-5.6 Sol. Artificial Analysis also noted that Astra uses fewer output tokens compared to other leading models in its tier.
16 minutes ago
Meme coin MARSCOIN’s market cap briefly surged past $240 million, hitting an all-time high.
According to GMGN market data, BNB Chain ecosystem meme coin MARSCOIN’s market cap briefly surpassed $240 million, hitting a new all-time high. It is now priced at $235.8 million, with a 24-hour gain of 115.26%. Earlier reports noted that Binance launched MarsCoin (MARSCOIN) yesterday and added a "seed" tag to the token.
16 minutes ago
Fueled by the Meme craze, Uniswap’s daily transaction count has hit successive new highs, topping 9 million for four straight days.
According to Blockworks data, the Meme coin boom has driven Uniswap to hit all-time highs in daily transaction counts across multiple consecutive trading days. Over the past four days, Uniswap has recorded more than 9 million trades each day, far exceeding its previous levels.
16 minutes ago
Qwerty’s holdings of the token "Niu Lai" have posted over $2.1 million in unrealized profit, delivering a 10x paper return.
According to GMGN monitoring, crypto KOL Qwerty (@Quanterty) has an unrealized profit of approximately $2.16 million from his Bull Run-related holdings, with a paper return of around 10x. As previously reported, crypto executive He Yi follows Qwerty's account, and the KOL today called for the Bull Run to sweep across the globe.
16 minutes ago
Bonk Guy: PONS remains severely undervalued
Well-known trader Bonk Guy posted that PONS remains the most worthy trade to participate in this cycle. Based on its circulating market cap, it is still severely undervalued, which is truly incredible.
16 minutes ago
PONS market cap hits a new record high of $850 million, surging over 26% in 24 hours.
Per GMGN market data, the market capitalization of PONS, the token launch platform on Robinhood Chain, has hit $850 million, marking a new all-time high. The token rallied 26.23% over the past 24 hours, with a 24-hour trading volume of $108 million. PONS is the native platform token of Pons, the token launch platform built for Robinhood Chain. The platform supports the creation and issuance of fixed-supply tokens, and allocates collected WETH fees to repurchase PONS, while PONS fees are directly burned. Some members of the crypto community have referred to Pons as the Robinhood Chain equivalent of Pump.fun. BlockBeats warns users that such tokens are subject to high price volatility, and investment should be approached with caution.
BlackRock’s iShares Bitcoin Trust pulled in $117.4 million in a single trading session on September 4, 2026, as clients continued to channel capital into the world’s largest spot Bitcoin ETF.
The daily haul pushed total U.S. spot Bitcoin ETF inflows to $174.6 million that day, with Fidelity’s FBTC contributing the remaining $57.2 million. A day earlier, IBIT alone had absorbed $454 million, which puts the two-day combined figure well above half a billion dollars.
How IBIT actually works Worth clarifying: BlackRock is not buying Bitcoin for itself. The firm has been explicit that it only transacts in Bitcoin when clients instruct it to through the fund, acting as an intermediary rather than a principal investor.
Inflows and outflows correspond directly to creations and redemptions in the ETF structure, meaning every net inflow day represents actual Bitcoin being purchased on behalf of clients in the open market, handled in partnership with custodians like Coinbase Prime. That $117.4 million is not an accounting abstraction.
The bigger picture behind one day’s number Cumulative net inflows into IBIT have now exceeded $60 billion since the fund launched in January 2024, cementing its position as the dominant vehicle in the U.S. spot Bitcoin ETF category by a considerable margin.
IBIT has led net inflows across the U.S. Bitcoin ETF landscape consistently throughout 2026. Fidelity’s FBTC has been the closest competitor, but the gap has remained wide.
The September 3 single-day figure of $454 million deserves attention on its own. Days with inflows of that magnitude were notable events in 2024 and early 2025. By mid-2026, they have become a recurring feature of the market rather than a headline anomaly.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
The CLARITY Act has just lost a major opponent, which is the National Sheriffs’ Association (NSA). This latter, who for months had been blocking the crypto regulation text, has now thrown in the towel… this, ten days before the crucial vote in the Senate. And meanwhile, another little bomb is circulating and this could plunge the market and bitcoin.
In brief The National Sheriffs’ Association (NSA) shifts from opponent to neutral on the CLARITY Act, ten days before the final vote on September 15. Section 604 and the 1.4 billion dollars of crypto revenues linked to the Trump family remain major points of friction. Alice Liu (CoinMarketCap) warns of a possible “sell the news” scenario after the vote, while targeting bitcoin at 500,000 dollars by 2030. The CLARITY Act Pauses as the Sheriff Surrenders After months of bombarding the US Senate, the National Sheriffs’ Association (NSA) finally bows the knee. Although it still does not support the CLARITY Act, it does stop putting obstacles in its way, and that’s already quite something. A neutrality rather than outright opposition that could change everything with only ten days left until the final vote scheduled for September 15, 2026. This vote that requires 60 votes, Republicans alone already hold 53 of them.
So they needed to convince at least seven reluctant Democrats, including Catherine Cortez Masto, who precisely relied on these sheriffs’ opposition letters to justify her vote against. This turnaround, or this neutrality, therefore loses much of its strength today. But not everything is won yet because there remains Section 604, which protects crypto software developers. These can be treated like fund managers, which is a boon for innovation advocates. But, a nightmare for those who track money laundering.
What if the Crypto Market Itself Posed the True Threat? While Washington negotiates with the Sheriffs, the crypto market itself is already worried about a very different scenario. Once voted, could the CLARITY Act become a classic “sell the news” event?, wonders Alice Liu, head of research at CoinMarketCap. For her, the crypto market has already priced in the news. So the day the text actually passes, there will be nothing left to buy, everyone will sell, and the long-awaited regulatory clarity will turn into a pretext for profit taking.
A mechanism already seen over and over in the crypto ecosystem, certainly, but which today takes on a particular flavor given the scale of the file. Alice Liu predicts among other things that bitcoin will climb to 500,000 dollars by 2030. However, she is much colder on AI tokens, which she judges to be driven more by narrative speculation than by real utility.
The CLARITY Act therefore overcomes a major obstacle which is the National Sheriffs’ Association (NSA). But, winning in the Senate guarantees nothing on the charts. Between the close of the vote and the “sell the news” threat, the real battle probably starts after September 15.
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Eddy S.
The world is evolving and adaptation is the best weapon to survive in this undulating universe. Originally a crypto community manager, I am interested in anything that is directly or indirectly related to blockchain and its derivatives. To share my experience and promote a field that I am passionate about, nothing is better than writing informative and relaxed articles.
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TLDR Bitcoin experienced a decline exceeding 2% following robust U.S. employment figures that amplified Federal Reserve rate hike speculation BTC retreated from $81,300 to reach a session low of $78,600 before rebounding to the $79,500–$79,800 range Notwithstanding Friday’s pullback, Bitcoin maintains momentum for a 3% weekly advance — marking three consecutive weeks of positive gains Market commentator Bull Theory noted BTC’s remarkable $20,000 surge over 20 days, which resulted in a historic $11.4 billion in liquidated leveraged trades U.S.-based spot Bitcoin ETFs attracted $175 million in net capital inflows on September 4, with BlackRock’s IBIT taking the lead Bitcoin experienced a sharp decline exceeding 2% on Friday following the release of a robust U.S. employment report that prompted market participants to increase their expectations for a Federal Reserve interest rate increase. The selloff drove BTC from $81,300 to reach a session bottom at $78,600, followed by a modest rebound to approximately $79,500–$79,800 as Friday trading concluded.
Bitcoin (BTC) Price The Bureau of Labor Statistics disclosed that nonfarm payrolls expanded by 162,000 in August — substantially exceeding the 55,000 that economic analysts had anticipated. The unemployment rate remained unchanged at 4.1%, while payroll calculations for June and July underwent upward revisions totaling 55,000 positions.
BREAKING: The US economy adds +162,000 jobs in August, well above expectations of +55,000.
The unemployment rate was 4.1%, in-line with expectations of 4.1%.
July's job number was also revised up by +43,000 jobs and is now positive for the month.
The US job market nearly…
— The Kobeissi Letter (@KobeissiLetter) September 4, 2026
The employment figures immediately influenced market sentiment. Data from CME Group’s FedWatch tool indicates traders currently assign approximately a 58% probability to a quarter-point rate increase at the September 16 Federal Reserve meeting, climbing from 52% prior to the report’s release. Polymarket prediction markets shifted to nearly even odds between a rate hike and maintaining current policy.
President Donald Trump responded to the employment data with renewed criticism directed at the Federal Reserve. Through a Truth Social message, Trump stated: “The Fed Board, with its great new leader, must get smart – BE PATRIOTS for a change. High interest rates put the U.S.A. at a very unfair disadvantage, and I won’t allow that to happen!”
Federal Reserve Governor Christopher Waller had indicated the previous day that he supports maintaining current interest rate levels while awaiting forthcoming inflation metrics. Waller’s comments had temporarily calmed market anxieties before Friday’s employment data shifted sentiment once again.
Bitcoin Maintains Momentum for Third Consecutive Weekly Advance Notwithstanding Friday’s retreat, Bitcoin remained positioned to secure a 3% weekly gain — representing its third successive week of positive movement. Earlier during the week, BTC reached $82,178.6, marking its strongest level since mid-May.
Cryptocurrency market analyst Bull Theory highlighted that Bitcoin experienced a dramatic rally of nearly $20,000 within a 20-day period, climbing from a low point of $62,535 to exceed $82,300. According to Bull Theory, this movement contributed $390 billion to Bitcoin’s overall market capitalization and resulted in $11.4 billion worth of leveraged position liquidations — characterizing it as “the largest shorts liquidation cascade in entire crypto history.”
BREAKING: Bitcoin just gave its highest daily close in nearly 4 months.
Bitcoin surged nearly $20,000 in the last 20 days, from a low of $62,535 to over $82,300.
That move added $390 billion to Bitcoin's market cap and liquidated $11.4 billion worth of leveraged positions.… pic.twitter.com/EEn0i9nHFP
— Bull Theory (@BullTheoryio) September 4, 2026
Spot Bitcoin ETFs similarly demonstrated robust investor demand. Data from Wu Blockchain reveals that U.S. spot Bitcoin ETFs accumulated $175 million in net capital inflows on September 4, representing three consecutive trading sessions of positive flows. BlackRock’s IBIT product dominated with $117 million, while Fidelity’s FBTC contributed $57.22 million.
Spot Bitcoin ETFs Take In $175M; Ethereum ETFs Record $26.46M Inflow
According to SoSoValue, U.S. spot Bitcoin ETFs recorded $175 million in net inflows on September 4 (ET), marking their third consecutive day of inflows. BlackRock's IBIT led with $117 million, followed by… pic.twitter.com/dNOGJAVUw5
— Wu Blockchain (@WuBlockchain) September 5, 2026
SEC Leadership Addresses Cryptocurrency Regulatory Framework SEC Chair Paul Atkins indicated he anticipates the Senate will conduct a vote on the Clarity Act on September 15 and urged legislative bodies to approve it before the month concludes. Atkins additionally revealed the SEC is developing its own cryptocurrency legislation designed to complement the Clarity Act.
The Clarity Act has encountered legislative obstacles in Congress stemming from disputes regarding stablecoin yield distributions and regulations governing policymakers’ cryptocurrency transactions.
Strategy, recognized as the largest corporate holder of Bitcoin, surged nearly 18% during Thursday’s trading session.
Key Highlights Analysis of 33,904 suspicious activity reports between September 2023 and December 2025 uncovered $12.7 billion in questionable crypto transfers Cryptocurrency service providers submitted 55% of all reports, flagging $5.5 billion, while traditional banking institutions reported $6.4 billion Fraudsters systematically converted victim funds to USDT before routing through decentralized platforms or foreign exchanges Approximately 25% of victim reports involved elderly Americans, consistent with demographic distribution Criminal enterprises operated from forced labor facilities in Cambodia, Laos, and Burma, where trafficked workers executed scams The Financial Crimes Enforcement Network at the US Department of Treasury has traced roughly $12.7 billion in questionable financial transactions to cryptocurrency investment fraud operations headquartered primarily in Southeast Asian facilities.
The agency examined 33,904 Bank Secrecy Act filings submitted by approximately 1,300 financial institutions during a 28-month period from September 2023 through December 2025. Victims from every US state and multiple territories were impacted by these fraudulent schemes.
These operations are known by various terms, including pig butchering scams, romance fraud and crypto confidence schemes. Organized criminal networks establish false relationships with targets before directing them to illegitimate cryptocurrency investment platforms.
Reporting volume showed consistent growth during the analysis timeframe. Financial institutions filed 590 reports totaling $485.7 million in October 2023. That figure surged to 2,482 reports representing $833.5 million by December 2025—reflecting average monthly growth of 10.9% in report volume and 18% in monetary value.
Fund Transfer Patterns Targets purchased no fewer than 22 distinct digital currencies, with Ethereum, Tether USDT, and Circle USDC representing the most frequently used options. However, blockchain forensics revealed that stolen funds were nearly universally converted to USDT regardless of initial purchase.
🚨 SHOCKING: US Treasury’s FinCEN has identified $12.7 BILLION tied to suspected crypto scams largely run by Southeast Asian criminal organizations.
The agency analyzed 33,904 reports filed between September 2023 and December 2025.
FinCEN said the scams, including pig… pic.twitter.com/H1qRtkV8io
— Coin Bureau (@coinbureau) September 5, 2026
Following conversion, assets were channeled through decentralized finance applications or cryptocurrency exchanges located beyond US borders. Certain wallet addresses received simultaneous deposits from numerous victims, enabling investigators to connect seemingly independent transactions to unified criminal networks.
FinCEN emphasized that the $12.7 billion figure does not necessarily represent actual victim losses. This amount may encompass blocked transactions, redundant reports, and reporting inaccuracies.
Targets often depleted resources beyond disposable income. The agency documented incidents involving Individual Retirement Accounts, home equity credit lines, and borrowed funds. One victim transferred approximately $640,000 from her retirement savings. Another individual lost over $1 million during a six-month period.
Criminal Operations in Southeast Asia Numerous criminal syndicates conduct operations from expansive facilities throughout Cambodia, Laos, and Burma. Victims of human trafficking are lured with fraudulent employment opportunities, then coerced into contacting fraud targets and executing scams.
United Nations researchers estimate several hundred thousand individuals have been trafficked into these criminal enterprises. Chainalysis published findings in February 2026 indicating cryptocurrency payments associated with human trafficking increased 85% throughout 2025.
Law enforcement agencies have targeted the financial systems supporting these networks. Federal investigators and Thai police froze roughly $580 million in digital assets and confiscated approximately 8,000 mobile devices in March during operations against pig butchering syndicates.
The Cambodia-based Huione network emerged as a prominent case study of enabling infrastructure. Chinese law enforcement detained a former Huione Group executive in April following investigations connecting the network to over $89 billion in cryptocurrency transactions.
FinCEN’s Rapid Response Program has blocked $1.8 billion since its 2015 inception and successfully recovered slightly more than $1 billion for 5,790 American victims. The bureau advised anyone encountering these schemes to immediately notify their financial institution and submit a report to the FBI’s Internet Crime Complaint Center.
ABD‘den gelen güçlü istihdam rakamları, FED faiz tahmini konusunda piyasalardaki beklentileri yeniden şekillendirdi. Daha önce FED’in faiz indirimlerine daha erken başlayacağını öngören Citigroup, son ekonomik verilerin ardından tahminlerini önemli ölçüde ileri bir tarihe taşıdı. Banka artık ilk 25 baz puanlık faiz indiriminin Haziran 2027’de gerçekleşmesini bekliyor.
Bu değişiklik, güçlü iş gücü piyasasının FED üzerindeki baskıyı azalttığına işaret ediyor. İstihdam tarafındaki direnç devam ederken politika yapıcıların odağını yeniden enflasyon görünümüne çevirmesi bekleniyor. Bu durum, kripto para piyasası dahil olmak üzere faiz beklentilerine duyarlı tüm finansal piyasalar açısından yakından takip ediliyor.
Citigroup FED İçin Yeni Faiz İndirimi Takvimini Açıkladı Citigroup’un güncel tahminine göre FED, 2027 yılında üç ayrı faiz indirimi gerçekleştirebilir. Banka, Haziran, Eylül ve Aralık 2027 toplantılarında 25’er baz puanlık indirim bekliyor.
Bu senaryo, Citigroup’un önceki tahmininden belirgin biçimde farklılaşıyor. Banka daha önce ilk faiz indirimlerinin Ekim ve Aralık 2026 ile Ocak 2027 döneminde gerçekleşeceğini öngörüyordu.
Yeni tahmin, faiz indirim döngüsünün beklenenden aylarca gecikebileceği anlamına geliyor. FED’in mevcut ekonomik görünümü değerlendirme biçimi, yatırımcıların piyasa analizi yaparken dikkate aldığı temel makroekonomik faktörlerden biri haline geldi.
Güçlü İstihdam Verileri FED Beklentilerini Değiştirdi Citigroup’un tahminini güncellemesinde ağustos ayında açıklanan ABD istihdam verileri belirleyici oldu. Tarım dışı istihdam söz konusu ayda 162 bin kişi arttı ve piyasa beklentilerinin üzerine çıktı.
İşsizlik oranı ise yüzde 4,1 seviyesinde değişmeden kaldı. İstihdam piyasasının beklenenden daha dirençli görünmesi, ekonomide ciddi bir zayıflama yaşanmadığına yönelik beklentileri destekledi.
Uzun süredir FED konusunda görece güvercin bir yaklaşım benimseyen Citigroup, son verilerin politika yapıcıların bakış açısını değiştirebileceğini düşünüyor. Bankaya göre FED yetkilileri iş gücü piyasasını genel olarak istikrarlı görmeye devam ederse para politikasında enflasyonla mücadele yeniden öncelikli başlık haline gelebilir.
Citigroup ekonomistleri Andrew Hollenhorst ve Veronica Clark da değerlendirmelerinde işsizlik oranının sabit kalmasına dikkat çekti. Ekonomistler ayrıca iş gücüne katılım oranındaki belirgin toparlanmanın istihdam piyasasının görünümünü desteklediğini vurguladı.
Eylül Toplantısında Faiz Artışı İhtimali Yükseldi Güçlü istihdam raporunun ardından yalnızca Citigroup’un tahmini değil, piyasa fiyatlamaları da değişti. FED fon vadeli işlem piyasasında Eylül toplantısına ilişkin faiz artışı beklentisi yükseldi.
FED’in 15-16 Eylül tarihlerindeki toplantısında faiz artırma olasılığı, istihdam verisi açıklanmadan önce yüzde 52 seviyesinde bulunuyordu. Raporun ardından bu oran yüzde 61’e çıktı.
Faiz beklentilerindeki bu değişim, kripto yatırımı yapan yatırımcılar için de önem taşıyor. Daha yüksek faiz oranları genel olarak riskli varlıklara yönelik sermaye akışını etkileyebilirken, FED’in politikası Bitcoin ve diğer dijital varlık fiyatlarında volatilite yaratabiliyor.
Enflasyon Verileri Sonraki Kritik Sinyali Verecek Piyasaların dikkatini şimdi gelecek hafta açıklanacak enflasyon göstergeleri çevirecek. Tüketici Fiyat Endeksi ve Üretici Fiyat Endeksi verileri, FED’in sonraki toplantılarda nasıl hareket edebileceğine ilişkin yeni sinyaller sunabilir.
Enflasyonun beklentilerin üzerinde kalması, FED’in sıkı para politikasını daha uzun süre sürdürmesine yönelik görüşleri güçlendirebilir. Buna karşılık enflasyon baskısında belirgin bir gerileme görülmesi faiz görünümünü yeniden değiştirebilir.
Bu nedenle Citigroup’un güncel FED faiz tahmini, güçlü istihdam verileriyle desteklenen mevcut bir ekonomik senaryoyu yansıtıyor ve kesin bir politika kararı anlamına gelmiyor.
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.
US-listed spot Bitcoin exchange-traded funds (ETFs) have recorded their strongest three-week inflow stretch of 2026 as Bitcoin traded around $80,000.
The funds attracted $986.9 million in the week ending Friday, bringing net inflows over the past three weeks to $3.8 billion, according to SoSoValue data.
Total net assets across the funds stood at $101.3 billion on Friday after briefly rising to $103.3 billion a day earlier, while cumulative net inflows reached $55.6 billion.
ETF demand marks a sharp turnaround from heavy outflows earlier in 2026, though year-to-date net flows remain roughly $1 billion negative.
Bitcoin ETF inflows cool after Thursday surgeUS spot Bitcoin ETFs attracted $174.6 million in net inflows on Friday, down sharply from the nearly $731 million recorded a day earlier.
BlackRock’s iShares Bitcoin Trust (IBIT), the largest spot Bitcoin ETF by assets, drew $117.4 million on Friday, accounting for about 67% of the day’s total net inflows, according to Farside Investors data.
Daily spot Bitcoin ETF flows from Monday through Friday. Source: SoSoValue
Fidelity’s Wise Origin Bitcoin Fund (FBTC) was the only other fund to record net inflows, attracting $57.2 million, while all other US spot Bitcoin ETFs recorded no net flows for the day.
The slowdown came as Bitcoin fell from around $81,200 to briefly below $79,000 on Friday. Bitcoin traded at $79,716 at the time of publication, still up about 2.6% over the past seven days, according to CoinGecko.
Bitcoin ETF demand strengthens as Ether, XRP flows fadeCompared with the previous week, Bitcoin ETF inflows increased about 7%, while inflows into US spot Ether and XRP ETFs fell about 74% and 83%, respectively.
Spot Ether ETF inflows dropped to $218.4 million from $824.4 million, while XRP ETF inflows declined to $19 million from $110.5 million, according to SoSoValue.
Despite weaker inflows, Ether and XRP ETFs remain in positive territory for the year. US spot Ether ETFs have recorded about $863 million in net inflows year-to-date, while XRP ETFs have attracted roughly $515 million.
Magazine: BTC will hit $1M by 2030... but Arthur Hayes is buying ETH instead
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The cryptocurrency market, currently dominated by Bitcoin (BTC), is entering a new cycle and attracting numerous investors; however, as economic cycles shift and the industry experiences its ups and downs, no single investment can perform exceptionally well in every environment.
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On Friday, the 4th of September, Bitcoin [BTC] experienced a 2.98% price dip from $81,340 to $78,915 in just over two hours. The price move came after the U.S. jobs report came in stronger than expected.
This made a Federal Reserve rate cut less likely, and a rate hike more feasible. It helped explain the minor Bitcoin pullback, but does not negate the upward momentum Bitcoin has shown over the past three weeks.
The Fed’s decision later in September will likely impact crypto price trends. The Clarity Act vote scheduled for mid-September could be pushed to November as the House leadership cancelled the final two weeks of September.
Bitcoin faces profit-taking threat In these uncertain conditions, Bitcoin was skirting the edge of a major long-term supply zone. The $82k area was last visited in May, provoking a strong sell-off back then.
Source: Santiment The 6-month holder MVRV was at 13.10%. This metric had moved above 10% back in October 2025, when Bitcoin was making all-time highs. The high MVRV readings meant that 180-day holders were, on average, profitable.
The 180-day mean coin age has been trending lower since May. It signaled distribution among medium-term holders. While it showed profit-taking, the 2-year dormant circulation was relatively quiet. Long-term holders aren’t yet selling en masse.
Overall, there is some threat of distribution and a reversal. The metrics do not confirm a bull run, but do show that sustained accumulation and demand are needed to shift the market regime.
Liquidity threat looming? Source: CryptoQuant There was one warning sign to pay attention to. In a post on CryptoQuant Insights, XWIN Japan pointed out that the exchange stablecoins ratio on Binance has climbed to the highest level in 2026.
The metric is a measure of BTC reserves against stablecoin reserves. An increasing stablecoin ratio reveals a dominant BTC supply compared to stablecoin supply.
An immediate price correction is not mandatory, but the reduced buying capacity in the market could hurt BTC’s chances of breaking out past the $82k key resistance.
Final Summary September can be a pivotal month for Bitcoin, especially as the price approaches a vital overhead supply zone. The high profitability among medium-term BTC holders, combined with a possible decline in buying power, could affect the recent upward momentum.
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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On September 4, 2026, on-chain monitor Specter flagged a coordinated drain targeting more than 600 wallets suspected to be linked to the GoMining hack, the Bitcoin mining and rewards platform.
Combined losses total approximately $2.8 million. Attackers moved fast, swapping and bridging stolen assets across multiple chains before consolidating everything into roughly 1,147 ETH.
What Happened: A Tagged Service Wallet, 600+ Addresses, One Exit Route The bulk of the damage came from a single wallet. A service address tagged on-chain as GoMining lost approximately $2.79 million, almost the entire haul in one hit.
The remaining losses spread across 600-plus other addresses. Most of those wallets had one thing in common: a prior history of holding GMT, the platform’s native token for mining allocation and ecosystem access.
That shared token history is what led Specter to cluster them together.
That said, holding GMT alone does not confirm platform affiliation for every address. The link between the drained wallets and GoMining remains on-chain inference, not company confirmation.
The suspected theft address, 0xa73…4704, was flagged by CoinGabbar as the destination point of the initial drain.
Once the wallets were emptied, the attacker followed a pattern now familiar in 2026’s cluster exploits. Stolen tokens were swapped across assets, bridged across multiple networks, then settled as ~1,147 ETH.
Cross-chain movement of this kind is designed to slow tracing. However, on-chain analytics firms like Specter can often follow the trail as it consolidates.
What Investors Should Watch: GMT Demand, Bitget Pause, and an Unanswered Question GoMining is no longer a niche cloud-mining app. Its 2026 product stack includes NFT miners, Simple Earn, Instant Funds, GoBTC Pay, and the GMT utility token, a full ecosystem pitch to retail investors.
First: was this user self-custody, platform infrastructure, or both? Second: does GoMining’s GMT token face demand pressure if users now treat ecosystem wallets as a security risk?
Third: does Bitget’s concurrent GOMINING-ETH deposit and withdrawal suspension, announced on September 5, 2026, at 07:28 UTC+8, citing “wallet maintenance”, point to a coordinated containment effort?
A GoMining ambassador account separately noted on X that withdrawals were blocked and that GMT had sold off.
The account argued the platform was large enough to absorb the hit. That is community color, not official guidance.
Until GoMining issues a statement, markets are pricing this as unconfirmed operational risk, not a proven protocol exploit. Watch GoMining’s official X account for any first response.
This incident fits a wider 2026 pattern. Earlier this year, a mystery exploit drained hundreds of EVM wallets in a similarly coordinated sweep.
Around the same time, Humanity Protocol suffered a private-key compromise that triggered a sharp token crash.
In each case, fast multi-chain consolidation into ETH was the attacker’s chosen exit, the same playbook visible here.
For background on GoMining’s recent growth push, former Kraken CEO Tal Cohen joined the platform’s advisory board earlier in 2026.
The platform also launched its GoBTC Pay SDK to bring native Bitcoin payments into everyday commerce.
Those growth signals now sit alongside an unresolved GoMining hack allegation that the company has yet to address publicly.
Our guide covers proven strategies to earn passive income with crypto in any market condition.
Spot Bitcoin ETFs traded in the US recorded strong capital inflows on Thursday, September 3rd. Market data showed a net daily inflow of approximately $730.8 million, with some market sources estimating total inflows at around $740 million. This figure represents the highest daily net inflow for spot Bitcoin ETFs in the past nine months.
According to the data, approximately 9,450 BTC flowed into ETFs in a single day. This brought the total net inflows to $55.9 billion, and the cumulative BTC position to approximately 699,000 BTC. The total net asset value of spot Bitcoin ETFs was recorded at $99.61 billion, while the daily trading volume reached $5.69 billion.
On a fund-by-fund basis, one of the strongest inflows of the day was recorded with BTC purchases amounting to approximately $631 million, while some ETFs saw limited outflows. Nevertheless, the overall picture remained significantly positive, indicating a renewed acceleration in institutional investor demand for Bitcoin.
*This is not investment advice.
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DASH follows suit in terms of daily gains, jumping by over 25% daily.
Bitcoin’s price reacted immediately to the stronger-than-expected US jobs report on Friday, plunging from a multi-month high of over $82,000 to under $79,000 before it found some support.
Red dominates the larger-cap alts’ charts, with XRP dropping back to $1.40, ETH losing the $2,500 level, and XMR plunging by over 5%. BNB stands in the opposite corner with a 4.5% surge.
BTC Halted at $82K The primary cryptocurrency faced a similar fate last Friday when it jumped to $81,500 only to be rejected and driven south to under $77,000 after the hawkish speech by Fed Chair Kevin Warsh at Jackson Hole. However, it rebounded during the weekend and even tapped $79,000 on Sunday.
The resumed military actions in the Middle East brought another leg down on Monday morning, with BTC slipping to $77,000 again. The bulls managed to defend that level again, and the cryptocurrency remained stuck between that lower boundary and the upper one at $79,000 for a few days.
The breakout began on Thursday when the asset surged past the latter level and kept climbing on Friday morning. The peak came at $82,400, which became BTC’s highest price tag in three and a half months. Although it was stopped there, it remained above $81,000 before the aforementioned jobs report went live and plunged immediately after it made the headlines to just under $79,000.
It has rebounded to $79,600 since then, with its market cap standing close to $1.6 trillion on CMC. Its dominance over the alts has retreated slightly to 59.45%.
BTCUSD September 5. Source: TradingView PONS Keeps Rocking The new rockstar of the altcoin space, PONS, is once again the top performer, surging by 30% in the past 24 hours to a new all-time high of almost $0.90. DASH follows suit, skyrocketing by 25% to over $65.
Binance Coin is up by 4.5%, being the biggest gainer among the larger caps, and now sits at $750. NEAR has gained 11% and is above $2.25. DOT, TAO, and LTC are also well in the green.
In contrast, ETH is down by 2.5% to $2,450, XRP has slipped by almost 3% to $1.40, and XMR is down by 5% to $525. RAIN, HYPE, and ADA are also in the red.
Cryptocurrency Market Overview September 5. Source: QuantifyCrypto Disclaimer: Information found on CryptoPotato is those of writers quoted. It does not represent the opinions of CryptoPotato on whether to buy, sell, or hold any investments. You are advised to conduct your own research before making any investment decisions. Use provided information at your own risk. See Disclaimer for more information.
MicroStrategy has stamped its own branding on Nike Air Jordans, and the $250 Bitcoin Jordans now sit in its online store.
Michael Saylor’s MicroStrategy treats merch as an extension of its Bitcoin pitch. Nike, meanwhile, has lost almost half its value in a year.
Bitcoin Jordans Land at $250 a PairThe listing describes a mid-top silhouette built on the original AJ1, with leather overlays and custom branding. MicroStrategy sells it as a custom build, not an official Nike collaboration.
The store carries 53 products, from $10 Bitcoin shoelaces to $250 Nike Dunks. Checkout, however, accepts only cards and wallets such as Apple Pay. Bitcoin itself buys nothing there.
A company whose entire business is Bitcoin is not accepting crypto payments for its products.
Nike Bitcoin Jordans by MicroStrategy. Source: Strategy StoreRegardless, MicroStrategy has benefited significantly from the latest Bitcoin bull run. MSTR stock went up 45% in a month, erasing all losses from the last 6 months.
Smaller firms now copy the same corporate treasury playbook, and the merch doubles as a recruiting tool for that audience.
Nike Needs More Than a Sneaker DropNike (NKE) stock trades at $38.40 after another 0.95% slip. The shares have lost 48.63% over the past year and 40% since January.
Nike (NKE) one-year price chart, Source: TradingViewThe problems run deeper than sentiment. Bank of America recently cut its rating on Nike stock to Neutral. Nike guides for a low single-digit revenue decline this fiscal year, while Greater China continues to shrink.
Tariffs also cost 130 basis points of gross margin, bringing it to 40.2%.
Sneaker culture and crypto share a collector instinct. So, a limited drop travels fast.
Nike’s own numbers, however, move on China, tariffs, and wholesale orders. CEO Elliott Hill has turned blunt about the pace of the comeback.
“I’m so tired…of talking about fixing this business. I want to move to inspiring and driving growth.” Elliott Hill, Nike CEO
A niche sneaker run will not close that gap. Still, the drop shows how far a Bitcoin balance sheet now travels as a consumer brand. Nike keeps the sneaker revenue either way, yet the marketing energy belongs to Saylor.
Bitcoin price fell back below $80,000 after stronger-than-expected US employment data lifted Federal Reserve rate-hike expectations, while technical charts showed the rally had already met resistance near $82,500.
Summary
Bitcoin price traded near $79,600 after retreating from an intraday high around $81,370. US employers added 162,000 jobs in August, while unemployment remained unchanged at 4.1%. Daily resistance stands near $82,500, with 4-hour Supertrend support around $78,190. Liquidation clusters near $80,000 and $82,000 could shape Bitcoin’s next short-term move. Bitcoin price falls below $80,000 According to data from crypto.news, Bitcoin (BTC) price traded near $79,600 at the time of writing, down about 1.5% over 24 hours. The asset had reached an intraday high near $81,370 before sellers pushed it as low as $78,723.
The pullback followed an earlier rally that carried Bitcoin above $82,000, its highest level since May. Buyers failed to sustain that move, leaving the price below a major resistance zone visible on the daily chart.
Bitcoin’s daily candle showed the asset trading near $79,613 after touching a session high of $79,763. The price remained below horizontal resistance at approximately $82,504, a level that also sits close to the May swing high.
The rejection interrupted a sharp recovery from the August range near $62,500. Bitcoin gained roughly 30% during that advance and broke above several previous lower highs, but the $82,000–$82,800 region has stopped two recent attempts to extend the rally.
Strong US jobs data triggered the pullback The US Bureau of Labor Statistics reported that nonfarm payroll employment increased by 162,000 in August, well above the average monthly gain of 31,000 recorded over the previous 12 months. The unemployment rate held at 4.1%.
Employment increased by 59,000 in food services and drinking places, while local government education added 42,000 jobs. The information sector lost 23,000 positions.
The report led traders to raise the probability of a Federal Reserve rate increase at its Sept. 15–16 meeting. According to Reuters, the implied probability rose to 61% from 52% before the employment data.
Citigroup consequently moved its forecast for the Fed’s next rate cut to June 2027 from October 2026. Higher rate expectations also pushed Treasury yields upward and supported the dollar, creating pressure on non-yielding and risk-sensitive assets.
Analyst Rain said the employment report was the immediate trigger for Bitcoin’s decline, but argued that the technical setup preceded the release. Rain noted that BTC had been rejected around $82,400 several hours before the data arrived.
The analyst said the strong jobs reading removed part of the Fed’s case for lowering rates, forcing markets to reprice the probability of tighter policy rather than changing Bitcoin’s longer-term investment case.
Bitcoin technicals keep $82,500 in focus Bitcoin’s daily relative strength index stood at 66.28, below the overbought threshold of 70. The RSI had recently moved above 70 during the rally but turned lower as the price struggled below resistance, showing that upward momentum had cooled.
Bitcoin price daily chart — Sep. 5 | Source: crypto.news The Aroon indicator offered a more constructive signal. Aroon Up measured 85.71%, compared with an Aroon Down reading of 7.14%, indicating that recent highs remain more influential than recent lows despite the pullback.
On the 4-hour chart, Bitcoin continued to trade above the Supertrend line at $78,190. The indicator remains bullish while the price holds above that level, making the $78,000–$78,200 area the first technical support zone.
Bitcoin price 4-hour chart — Sep. 5 | Source: crypto.news The 4-hour Chaikin Money Flow reading of 0.19 also remained above zero. The indicator points to net buying pressure over its measurement period, although it does not rule out another short-term test of support.
A daily close above $82,504 would clear the immediate resistance and weaken the bearish rejection setup. Reuters’ technical analysis identified the broader May resistance near $82,793 and said a confirmed breakout could expose $90,000, followed by Bitcoin’s 2026 peak near $97,867.
Failure to defend the 4-hour Supertrend would shift attention to approximately $77,000. Below that area, the next visible supports sit near $75,700 and $71,800.
Liquidation heatmap shows pressure on both sides The one-week CoinGlass liquidation heatmap showed a dense concentration of leveraged positions close to $80,000. Another large liquidity band appeared between roughly $81,800 and $82,300, placing potential short liquidations directly below the daily resistance area.
Bitcoin liquidation heatmap | Source: CoinGlass A move through $80,000 could therefore draw the price toward the upper cluster, although heatmap levels identify estimated liquidation concentrations rather than guaranteed price targets.
On the downside, the strongest nearby pool appeared around $78,000, with additional concentrations between $76,000 and $77,000. Losing $78,000 could expose leveraged long positions and accelerate a drop toward the lower liquidity bands.
The location of those clusters leaves Bitcoin between competing liquidation zones. The $78,000 support and $82,000 resistance areas could produce sharper moves if either side gives way.
Analysts warn of a possible Bitcoin bull trap Trader Gerla said Bitcoin’s structure has improved, but warned that momentum has repeatedly reversed after the daily RSI entered overbought territory during the current cycle.
Gerla identified $82,000–$84,000 as the invalidation area for the bearish setup. According to the analyst, a strong close above that range, supported by high trading volume, would reduce the risk that the latest rally is a bull trap.
Until such a breakout occurs, the analyst sees a risk that another rejection could force leveraged buyers out of the market and produce a larger correction.
US inflation data now provides the next major test. The August consumer price index is scheduled for Sept. 11, five days before the Fed’s rate decision. A hotter reading could reinforce expectations of a hike, while softer inflation could lower those odds and give Bitcoin another opportunity to challenge $82,500.
Disclosure: This article does not represent investment advice. The content and materials featured on this page are for educational purposes only.
Bitcoin holders whose coins have remained dormant for more than five years have doubled their spending activity since May, pushing the cohort’s 90-day average to about 1,500 BTC.
Summary
Five-year Bitcoin holders’ 90-day spent-output average has climbed to approximately 1,500 BTC. Activity has doubled from its May level as Bitcoin continues to trade within a tight range. Spent UTXOs show that old coins moved, but they do not confirm sales. Coldcard-related security concerns may account for part of the increased wallet activity. Bitcoin OG activity doubles from May levels CryptoQuant analyst Darkfost reported that activity among Bitcoin’s oldest holders has increased during the latest period of price consolidation. The analyst defines the group as investors whose coins had remained unspent for more than five years before moving onchain.
🗞️ OG Bitcoin Holders Are on the Move
OG activity has intensified during this consolidation phase.
The 90-day moving average of spent UTXOs (STXO) from holders who have held BTC for more than 5 years just climbed to 1,500 BTC.
As a reminder, a UTXO (Unspent Transaction Output)… pic.twitter.com/8kXvJ06XKH
— Darkfost (@Darkfost_Coc) September 5, 2026 The 90-day moving average of spent outputs from the cohort has reached about 1,500 BTC, twice the level recorded in May, according to Darkfost. A moving average smooths daily changes, making it less sensitive to isolated transfers from a few large wallets.
At 1,500 BTC, the current average is also about 56% above the 962 BTC reported on June 24. At the time, the reading had fallen below 1,000 BTC for the first time since November 2024, indicating that activity from older holders had slowed to its lowest point in nearly two years.
As previously reported by crypto.news, earlier peaks appeared in May 2024, February 2025, and September 2025. Daily movements during those periods exceeded 10,000 BTC, 30,000 BTC, and, in one case, 142,000 BTC.
Darkfost linked the latest increase to unease created by Bitcoin’s consolidation. Even investors who have held through several market cycles appear more active, the analyst said, although the data cannot identify the reason behind each transaction.
Bitcoin traded near $79,600 at the time of writing, down about 1.8% over 24 hours after moving between an intraday low of $78,723 and a high of $81,370. The price has struggled to establish a lasting move above $80,000 following several sharp swings around the level.
Spent UTXOs do not prove Bitcoin was sold A spent UTXO records Bitcoin that has been used as an input in a new transaction. Because Bitcoin’s ledger tracks transaction outputs rather than account balances, an output becomes “spent” whenever its owner moves the coins to another address.
Movement alone does not identify the purpose of a transaction. An investor can send BTC to an exchange for a possible sale, transfer it to a new custodian, consolidate several outputs, divide a balance across wallets or replace an old security setup.
Darkfost cautioned against treating the 1,500 BTC average as confirmed selling. Some of the transactions may represent holders moving their coins to safer storage after the Coldcard security incident rather than exiting their positions.
Destination data provides more useful evidence when an old wallet sends coins to a labeled exchange or trading firm. Even then, an exchange deposit shows that the Bitcoin became available for trading; it does not establish that the owner completed a sale.
Recent dormant-wallet transfers illustrate the limitation. During a 10-day period in August, six wallets that had remained inactive for almost 12 to more than 15 years moved 553.59 BTC worth $40.15 million.
Five transfers went to addresses with no identified exchange connection. One wallet sent 40 BTC to an address labeled Boerse Stuttgart Digital, which provides custody and trading infrastructure. Neither the unlabeled destinations nor the custody provider established whether the owners sold, changed custodians, or reorganized their holdings.
Another 28 dormant wallets moved 1,314.41 BTC on Aug. 20, including more than 1,200 BTC from addresses created in 2014. Blockchain records documented the transfers but did not reveal the owners’ intentions.
Coldcard incident complicates onchain readings The Coldcard incident created an unusual source of Bitcoin activity after a firmware flaw exposed seed phrases generated by affected hardware wallet models. Owners were advised to create new seeds and transfer their holdings because installing corrected firmware could not repair credentials produced by vulnerable software.
In early August, K33 Research found that nearly 890,000 BTC had moved over seven days, the highest seven-day active supply recorded in 2026. The surge occurred while Bitcoin was trading within one of its narrowest 30-day ranges since 2023, separating the rise in network activity from a major price breakout.
Researchers linked the activity partly to Coldcard users migrating funds and attackers draining vulnerable wallets. Galaxy Research had confirmed the theft of 1,596 BTC from about 7,300 addresses across three attack waves by Aug. 5.
Galaxy estimated that losses could reach approximately 2,055 BTC, then worth close to $130 million, if a suspected fourth wave was confirmed. Around 90% of the stolen Bitcoin had not moved after the initial attacks at that stage, according to the research firm.
Transfers made for seed migration still consume old UTXOs, so they can raise spending metrics even when the owner keeps control of the coins. The effect can reach age-based cohorts if affected wallets contain Bitcoin that has remained untouched for five years or longer.
Wallet consolidation can produce a similar result. Combining several old outputs into one new output records the original UTXOs as spent without changing the owner’s total balance, apart from the network fee.
U.S. investors can hold Bitcoin without managing seeds For U.S. investors, the Coldcard incident has renewed attention on the custody differences between directly held Bitcoin and shares of a spot Bitcoin exchange-traded fund. Direct holders control spendable BTC but remain responsible for seed creation, backups, firmware updates, and wallet migration.
ETF investors do not manage private keys because the fund and its service providers handle custody. Bloomberg Intelligence senior ETF analyst Eric Balchunas argued in August that the Coldcard losses strengthened the case for ETFs among investors who only want exposure to Bitcoin’s price.
An earlier report on the U.S. custody debate noted that no verified flow data had tied ETF demand directly to the incident. Investor responses could also include multisignature wallets, new hardware devices, institutional custodians, or the division of funds across several storage methods.
BlackRock’s iShares Bitcoin Trust uses Coinbase Custody to hold its Bitcoin in segregated cold-storage wallets, according to the fund’s SEC filing. The trust may also use Anchorage Digital Bank as an additional custodian.
ETF ownership transfers personal seed risk to fund operators, custodians, and other service providers. BlackRock’s filing warns that hacking, employee misconduct, technical failures and unauthorized transfers could still cause losses, while available insurance may not cover every event.
Unlike direct holders, retail ETF shareholders cannot withdraw the underlying Bitcoin to a personal wallet or use it for onchain payments. Fund shares trade during U.S. market hours, while Bitcoin transactions remain available around the clock.
Over the past three weeks, Bitcoin ETFs have captured approximately 3.8 billion dollars. This is their best performance since the beginning of this year. In the last week, they attracted an additional 986.9 million dollars despite a withdrawal. This recovery thus confirms the return of institutional demand, although it has not yet offset all the outflows recorded since January.
In Brief Bitcoin ETFs attract nearly 3.8 billion dollars in three weeks. BlackRock and Fidelity concentrate the inflows recorded on Friday. Flows remain positive despite Bitcoin falling below 80,000 dollars. Funds are redirected towards Bitcoin, while Ethereum and XRP ETFs slow down. Three Weeks Erase a Large Part of 2026 Outflows In the week that ended on September 4, Bitcoin ETFs recorded inflows of 986.9 million dollars. This result exceeds the inflows of the previous week by nearly 7%.
The total thus amounts to approximately 3.8 billion dollars over three weeks. However, ETFs still display nearly one billion dollars of outflows since the start of the year. The current recovery has therefore significantly reduced the deficit without completely erasing it according to SoSoValue data.
The key statistics reveal the importance of capital inflows :
Inflows reached 986.9 million dollars in the last week ; The total for the past three weeks is nearly 3.8 billion ; Net inflows since launch are around 55.6 billion ; Net assets held by funds amount to 101.3 billion ; The 2026 balance remains negative by about one billion dollars. About 1.92 billion was collected in the first week of this streak. Nearly 924 million dollars were added in the following weekly period, and then 986.9 million during the last. This consistency distinguishes the current sequence from a simple exceptional day.
BlackRock Captures Two Thirds of Friday’s Inflows On September 4, ETFs captured 174.6 million dollars. This amount remains significantly lower than the 730.8 million attracted the previous day, yet it allows the category to close the week with a second consecutive positive session.
BlackRock’s IBIT ETF received 117.4 million dollars, or nearly 67% of the daily total. Fidelity’s FBTC reported 57.2 million dollars. As for other funds, they recorded no net inflows or outflows during the session, according to the Farside Investors table.
This dominance by BlackRock is also visible in cumulative data. IBIT has totaled over 64 billion dollars in inflows since its launch. Fidelity is just behind with nearly 10.3 billion dollars.
This concentration means that a significant share of demand still depends on two large funds. On Friday, IBIT and FBTC provided all the category’s positive flows.
Inflows Increase Despite Bitcoin Falling Below 80,000 Dollars Bitcoin dropped from nearly 81,200 dollars to less than 79,000 dollars during Friday’s session. Afterwards, it moved around 79,700 dollars. However, it maintained a weekly gain close to 2.6%.
ETFs therefore continued to attract capital despite the price drop. This divergence may indicate that some investors use the decline to consolidate their exposure. However, it does not guarantee an immediate price recovery.
This distinction is illustrated by the total valuation of assets held by ETFs. From Thursday to Friday, it fell from 103.3 billion to 101.3 billion dollars, even as funds collected 174.6 million dollars. Bitcoin’s drop reduced asset valuations faster than new capital increased them.
Thus, net flows measure subscriptions and redemptions of shares. Assets also account for Bitcoin price changes. An increase in inflows does not immediately trigger a corresponding rise in assets under management.
Funds Move Away from Ethereum and XRP ETFs For Bitcoin ETFs, demand has consolidated, however it has fundamentally slowed down for other crypto products. Ethereum ETFs recorded only 218.4 million dollars in the week, compared to 824.4 million the previous week. This drop is close to 74%.
Inflows in XRP ETFs fell from 110.5 to 19 million dollars, or a drop of nearly 83%. Despite this slowdown, both categories remain positive since January. Ethereum products have accumulated nearly 863 million dollars of inflows this year, compared to 515 million for those dedicated to XRP.
The current movement thus signals a rotation of capital towards Bitcoin. For confirmation of a durable trend, Bitcoin ETFs need to maintain positive inflows and erase the one billion dollar outflow still accumulated since the start of this year.
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Luc Jose A.
Diplômé de Sciences Po Toulouse et titulaire d'une certification consultant blockchain délivrée par Alyra, j'ai rejoint l'aventure Cointribune en 2019. Convaincu du potentiel de la blockchain pour transformer de nombreux secteurs de l'économie, j'ai pris l'engagement de sensibiliser et d'informer le grand public sur cet écosystème en constante évolution. Mon objectif est de permettre à chacun de mieux comprendre la blockchain et de saisir les opportunités qu'elle offre. Je m'efforce chaque jour de fournir une analyse objective de l'actualité, de décrypter les tendances du marché, de relayer les dernières innovations technologiques et de mettre en perspective les enjeux économiques et sociétaux de cette révolution en marche.
DISCLAIMER
The views, thoughts, and opinions expressed in this article belong solely to the author, and should not be taken as investment advice. Do your own research before taking any investment decisions.
The price of XRP has settled in the $1.40 to $1.45 range following a period of significant growth, with the token briefly reaching $1.70 in recent trading sessions. This pause in momentum comes as the $1.25 level emerges as a critical pivot point for the current market cycle.
Key support levels and technical indicatorsTechnical analysis from TradingView and on-chain metrics from CryptoQuant suggest that the $1.25 mark holds strategic importance for large holders, commonly referred to as “whales.” This level coincides with both the central Bollinger Band and the 0.5 Fibonacci retracement, derived from XRP’s surge from $1.00 to $1.70 in August. The alignment of these technical factors positions $1.25 as the primary support zone on the weekly chart.
For some traders and analysts, a return to the $1.25 range is seen as a healthy correction, providing the market with an opportunity to consolidate gains after forming a local high near $1.70.
On-chain data highlights that during XRP’s rally from $1.00 to $1.70, addresses holding between one million and ten million XRP acquired an additional 642 million tokens. This accumulation marked the first phase of heightened buying activity among major investors.
Whale accumulation strategies and exchange dynamicsRecent data from CryptoQuant shows that XRP reserves on Binance climbed rapidly, reaching 2.62 billion tokens around the time of the most recent local high. This uptick in exchange reserves, occurring as XRP traded at $1.45, signals that some retail participants are taking profits at prevailing prices.
Large investors may use this elevated exchange supply to initiate the next round of purchases, aiming to accumulate XRP near the crucial $1.25 support.
Despite short-term increases, the broader trend points to a gradual supply shortage on major exchanges. In the past year, Binance’s XRP reserves have dropped from 3.1 billion to 2.6 billion tokens, with major holders systematically withdrawing coins and limiting the freely available supply.
ExchangeXRP Reserves (1 year ago)XRP Reserves (Now)Binance3.1 billion2.6 billionUpcoming US Senate vote and potential market impactMarket participants are now closely watching regulatory developments in the United States. On September 15, the US Senate is set to hold a key procedural vote on the CLARITY Act, legislation aimed at clarifying the legal standing of digital assets and determining whether oversight will rest with the Securities and Exchange Commission (SEC) or the Commodity Futures Trading Commission (CFTC).
The anticipation surrounding this vote is contributing to heightened volatility in the XRP market. Many large wallets appear to be strategically completing purchases at or near the $1.25 pivot zone as the regulatory decision approaches.
Mini dictionary: CLARITY Act, US legislative proposal aiming to define the regulatory framework for digital assets, clarifying whether oversight will fall under the SEC or CFTC.
XRP reserves on Binance rose to 2.62 billion as whales prepare for the next accumulation phase near $1.25, anticipating US regulatory action that could shape the digital asset landscape.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
The XRP Ledger just hit 8 million activated accounts for the first time. That sounds like a growth story. Look closer, though, and the picture gets more complicated.
Daily active addresses on the network fell roughly 61% in one June 2026 snapshot, dropping to around 7,800 on its worst days and sitting near 25,350 during mid-year readings. The total number of funded wallets keeps climbing, but the share of those wallets actually doing anything on a given day has shrunk considerably.
What’s filling the gap is the size of the transactions that remain. Average transaction value on XRPL reached somewhere between $85,000 and $86,700 in 2026, a figure that reportedly surpasses the per-transaction average of both Bitcoin and Ethereum. When fewer people are moving money but each transfer is worth roughly the price of a suburban home, that tells you something meaningful about who is still showing up.
A network in transition The ledger crossed 8 million activated accounts in July 2026, up from approximately 7.85 million in March. New account creation has continued, averaging around 2,300 fresh wallets per day since March, though the pace of additions has slowed from earlier peaks.
Transaction counts, meanwhile, paint an interesting contrast with the falling active-address numbers. Certain periods showed a 38% rise in total transactions alongside a 110% jump in transactions per ledger, even as overall payment volumes declined. More transactions, fewer active accounts, larger individual transfers: the ledger is doing more heavy lifting per session, not more sessions overall.
The clearest explanation sits in what those transactions are increasingly made of. RLUSD, Ripple’s dollar-pegged stablecoin, has been expanding its issuance on XRPL. Tokenized real-world assets are also proliferating on the network, with associated value running into the hundreds of millions and, in some readings, into the billions. Both categories skew toward institutional counterparties settling large positions rather than retail users making small payments.
What institutional gravity means for XRPL’s positioning The expansion of tokenized real-world assets on the ledger fits a broader market trend. Across multiple blockchains, asset managers and financial institutions have been piloting or deploying tokenized versions of treasuries, money market funds, and other instruments.
RLUSD’s growth on XRPL adds another institutional-grade layer. A regulated stablecoin anchored to the dollar and settling on a ledger purpose-built for high-value transfers is a more compelling argument for a bank treasury desk than for a retail crypto trader.
The retail cooling, though, deserves honest acknowledgment. Daily active addresses in the low thousands represent a significant contraction in grassroots network participation.
The regulatory backdrop matters here. Ripple’s multi-year legal dispute with the US Securities and Exchange Commission effectively resolved in the company’s favor on key points, removing one of the larger clouds over the token and the ledger. That outcome opened doors with regulated financial institutions that had been waiting on the sidelines, which likely contributed to the institutional activity uptick visible in 2026’s on-chain data.
For investors watching XRP as a proxy for network health, the metrics demand a framework update. Traditional crypto valuation heuristics lean on daily active addresses and transaction counts as signals of organic demand. XRPL’s 2026 data suggests those numbers need to be weighted against average transaction size and the composition of network activity. A ledger moving billions in tokenized assets through fewer, larger transactions can be healthier in economic terms than one generating thousands of tiny transfers from speculative retail flows.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
The CLARITY Act, which aims to define regulatory boundaries for digital assets in the United States, is facing new challenges due to sudden schedule changes in Congress. While the bill has cleared procedural hurdles in the Senate, the House of Representatives has unexpectedly canceled the final two weeks of its planned September session.
The Schedule ConflictAccording to crypto analyst Diana, this shift creates a narrow window for lawmakers to finalize the CLARITY Act. The Senate has scheduled its initial action for September 15, including a key cloture vote. However, House members are now expected to leave Washington by September 17 and are not scheduled to reconvene until mid-November.
This two-day gap between the Senate’s intended progress and the House’s early departure presents serious timing issues. The Senate process, which could take between 1.5 and 2 weeks due to procedural votes and potential amendments, may not conclude before the House adjourns.
Crypto analyst Diana highlighted the legislative risk, calling attention to the House’s early exit: “The House is set to leave on September 17 and may not return until mid-November, dramatically shortening the remaining legislative window.”
Should the Senate’s version of the CLARITY Act differ from the text already passed by the House, the two chambers will be forced to resolve these differences before it can be sent to the President for final approval.
What Comes Next?Even with the scheduling conflict, Senate leaders remain determined to proceed. Senator Tim Scott has publicly stated that lawmakers expect to make progress on the bill in September, which is considered the most favorable period for advancing digital asset regulation before elections reshape the political landscape.
The CLARITY Act has already passed the House in 2025 and advanced through the Senate Banking Committee in May. Before the Senate’s recess, Majority Leader John Thune filed for cloture, ensuring the measure would receive floor time once senators returned.
If the bill is not finalized before mid-November, any further House action could take place in a changed political environment after the election, potentially affecting legislative priorities and timelines.
Mini dictionary: The CLARITY Act is a proposed US law intended to create firm guidelines for how digital assets are classified and regulated, designating whether the Securities and Exchange Commission or the Commodity Futures Trading Commission has authority over specific tokens.
Senator Cynthia Lummis has warned that if the CLARITY Act misses its current window, progress toward digital asset regulation may be postponed until 2030.
What This Means for XRPXRP holders and industry participants are closely watching the bill’s progress. The CLARITY Act is expected to provide clarity on which federal agency will oversee digital assets such as XRP, a long-standing point of uncertainty for Ripple and its investors.
A swift passage before the elections would deliver much-anticipated regulatory certainty for Ripple and the wider crypto ecosystem. However, a delay until after the House’s return could mean extended uncertainty for companies and asset holders, as new leadership or shifting priorities may slow the legislative process further.
With the House out until mid-November, risk increases for XRP investors who have awaited clear regulatory guidance. If Congress does not act quickly, the timeline for digital asset rules could be pushed back by years.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
A prominent digital asset investor has restated his belief that XRP is far more than a typical cryptocurrency, describing it as a key pillar in a broader international effort to reshape the global financial system.
Investor highlights XRP’s unique long-term potentialIn a recent video shared on X, the investor known as Digital Asset Investor explained he has spent nearly ten years analyzing why XRP should be seen not merely as an investment vehicle, but as a transformative force within global finance.
He noted that his interest in XRP was never motivated by standard portfolio strategies, but by a conviction that true paradigm shifts in finance are exceedingly rare.
“I’ve always believed XRP is the wave of 200 years,” he said, underscoring his view that the asset stands apart due to its potential to reshape financial systems at scale.
Citing commentary by Versan, a researcher associated with Black Swan Capitalist, Digital Asset Investor pointed to the rapid expansion of the XRP community as evidence that many share his expectations about XRP’s role in the future of finance.
Versan appeared in the same video, describing a coordinated, global push to create standardized digital value systems as part of ongoing changes in how value is stored and transmitted across borders.
Mini dictionary: Black Swan Capitalist, a finance analysis and investment research group specializing in disruptive technology and systemic change within global markets.
Global financial bodies linked to XRP visionVersan stated that current discussions among international financial organizations such as the World Bank, International Monetary Fund (IMF), and Bank for International Settlements (BIS) focus heavily on standardizing digital value transfer systems. He argued these entities are laying the groundwork for a tokenized financial infrastructure capable of handling global cross-border transactions with increased efficiency.
He referenced years of policy development covering key topics like settlement risk, payment interoperability, and digital asset regulation, suggesting these institutions are positioned to move ahead as soon as conditions in the financial system allow.
According to Versan, objectives around tokenization have been pursuing more streamlined cross-border settlements while minimizing risk, indicating why certain digital assets like XRP could be well positioned for adoption at an institutional scale.
He further added that these institutions are not primarily waiting for widespread public acceptance, but for conditions that would hasten the practical adoption of new cross-border payment systems involving digital assets.
XRP seen as part of a global agendaFollowing Versan’s remarks, Digital Asset Investor expressed agreement, arguing that XRP’s role should not be defined through conventional investment lenses.
He clarified his stance by plainly stating, “XRP is not an investment.” According to him, XRP’s importance lies in its perceived centrality to various global initiatives focused on digital interoperability and financial modernization.
Both commentators emphasized XRP’s potential links to themes such as international payments, regulatory compliance, and the foundation of tokenized financial infrastructure.
XRP is a digital asset developed by Ripple Labs to facilitate real-time gross settlement and cross-border transactions for financial institutions. Its blockchain-based ledger enables high-speed and low-cost payments between banks and other payment providers worldwide.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
Key Highlights Ripple enters multi-year partnership agreement with University of Florida Athletics beginning in the 2026 football season XRP branding will be displayed at Ben Hill Griffin Stadium, famously nicknamed “The Swamp” Partnership value estimated at up to $5 million per year according to industry sources Agreement includes financial literacy and technology education programs for student-athletes at Florida Marks Ripple’s second significant college sports partnership after announcing a five-year deal with Kansas Jayhawks in July 2026 Ripple has entered into a multi-year sponsorship agreement with University of Florida Athletics, introducing XRP branding to one of the most iconic venues in college football.
Beginning with the 2026 football season, the XRP logo will be prominently displayed on the playing surface at Ben Hill Griffin Stadium, widely recognized as “The Swamp.” Additionally, XRP branding will be integrated throughout Florida Athletics’ digital channels and various event marketing materials.
Partnership Details and Value The Associated Press reported that sources with knowledge of the agreement estimate it could generate up to $5 million annually for the University of Florida Athletics department.
Beyond simple branding visibility, the collaboration includes educational initiatives. Ripple will provide financial literacy and technology education programming for Florida’s student-athletes and the broader university community, encompassing both conventional finance topics and emerging digital asset technologies.
Neither Ripple nor Florida Athletics publicly disclosed the specific financial terms or duration of the agreement.
Scott Stricklin, Athletics Director for the University of Florida, emphasized that the partnership aligns with the institution’s commitment to technological advancement.
“Florida has a long history of embracing innovation and technology to enhance the experience of our fans and advance our programs,” Stricklin said. “Ripple has established itself as an innovative leader in financial technology, and we’re excited to welcome XRP to Gator Nation.”
The University of Florida participates in the Southeastern Conference, fielding 21 varsity sports teams with over 500 student-athletes. The athletic program boasts 49 national championships spanning 16 different sports.
Florida’s football program secured national championships in 1996, 2006, and 2008, maintaining its status as one of the SEC’s most prominent and widely supported programs.
Expanding Footprint in Collegiate Athletics This Florida partnership represents Ripple’s second major collegiate athletics sponsorship in recent months.
In July 2026, the company announced its official sports sponsorship of the Kansas Jayhawks, featuring an XRP logo patch on team uniforms. That agreement was recognized as the first instance of cryptocurrency branding appearing on jerseys of a major collegiate athletic program.
Brad Garlinghouse, Ripple’s CEO, is a graduate of the University of Kansas.
Founded in 2012, Ripple delivers blockchain-powered financial solutions including cross-border payments, digital asset custody, and corporate treasury management services. XRP serves as the native digital asset of the XRP Ledger, while Ripple additionally issues the RLUSD stablecoin.
Several other cryptocurrency companies are similarly pursuing sports marketing partnerships. Circle, which issues the USDC stablecoin, became the principal partner of Chelsea Football Club with USDC branding featured on player kits. Galaxy Digital established itself as the official AI and cryptocurrency partner of Texas Tech Athletics in July 2026.
The University of Florida agreement represents another step in the cryptocurrency industry’s strategy to engage mass audiences through strategic partnerships with collegiate and professional sports organizations.
Less than two months after announcing a major partnership with the Kansas Jayhawks, the company behind XRP has doubled down on its US sports endeavors by collaborating with the Florida Gators.
Almost immediately after the news was announced, both parties shared a video showing that XRP’s logo was painted on the sports team’s ground.
$XRP and @FloridaGators.🐊
Soon. https://t.co/AI7wKEy3xw
— Ripple (@Ripple) September 4, 2026
Further details on the partnership indicate that the team will generate $5 million annually by placing the logos in the Swamp.
“Florida has a long history of embracing innovation and technology to enhance the experience of our fans and advance our programs,” athletic director Scott Stricklin said in a statement. “This partnership brings together two organizations that think boldly about the future, and we look forward to introducing XRP to our fans.”
The first game to host XRP’s logo will be played tonight at the Ben Hill Griffin Stadium, as the Florida Gators will face the Florida Atlantic Owls.
Recall that Ripple made a similar partnership with the Kansas Jayhawks, who represent the University of Kansas, and their teams have won 15 national championships, including 12 NCAA Division I titles. This one was more personal for Ripple’s CEO, who was raised in the state and holds a Bachelor of Arts in Economics from the University of Kansas.
The second news was shared by one of the most popular XRP Army members, BankXRP, on X. The user noted that Ripple will be the headline sponsor of Stable Launch – Stablecon USA’s startup competition.
You may also like: XRP Trading Activity Hits Highest Level Since February as Price Jumps 8% Important Ripple News and XRP Price Update: September 3 New Important Ripple (XRP) Partnership Targets Banks and Institutional Clients The company’s Whittney Levitt will join the judging panel of the event, in which the winning startup gets a $200,000 investment.
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About the author
Jordan got into crypto in 2016 by trading and investing. He began writing about blockchain technology in 2017 and now serves as CryptoPotato's Assistant Editor-in-Chief. He has managed numerous crypto-related projects and is passionate about all things blockchain.
US-listed spot Bitcoin exchange-traded funds posted their strongest three-week inflow streak of 2026, with Bitcoin holding near the $80,000 level. The recent surge has reversed trends seen earlier this year, when heavy outflows weighed on the market.
Record inflows fuel Bitcoin ETF growthFrom Monday to Friday last week, spot Bitcoin ETFs in the US attracted $986.9 million, according to data compiled by SoSoValue. Over the past three weeks, net inflows reached a total of $3.8 billion, marking the most significant inflow period so far this year.
Total net assets across these US spot Bitcoin ETFs stood at $101.3 billion at the end of the week, having briefly peaked at $103.3 billion the day before. Cumulative net inflows now sit at $55.6 billion, reflecting strong investor participation despite previous volatility in 2026.
However, year-to-date flows remain approximately $1 billion negative, underscoring the challenging start to 2026 before this recent turnaround.
Friday saw net inflows of $174.6 million into US spot Bitcoin ETFs, a notable decrease from the previous day’s figure of nearly $731 million. Analysts attributed the slowdown to profit-taking and softer market sentiment as Bitcoin’s price moved lower late in the week.
BlackRock’s iShares Bitcoin Trust (IBIT), now the largest US spot Bitcoin ETF by assets, recorded $117.4 million in inflows on Friday, representing 67% of all new money entering US spot Bitcoin ETFs that day. Fidelity’s Wise Origin Bitcoin Fund (FBTC) followed, attracting $57.2 million and standing as the only other spot Bitcoin ETF in the US to see net inflows for the day. All other US spot Bitcoin ETFs experienced neutral flows.
Bitcoin’s price declined from roughly $81,200 to briefly under $79,000 on Friday, and BTC traded at $79,716 at the end of the period, still up about 2.6% over the previous seven days, CoinGecko data showed.
Bitcoin ETF gains contrast with declining Ether and XRP flowsSpot Bitcoin ETF inflows grew about 7% compared to the prior week, highlighting robust interest even as altcoin-focused ETFs lost momentum.
US spot Ether ETF inflows dropped by roughly 74%, totaling $218.4 million, down sharply from $824.4 million the prior week. Meanwhile, US XRP ETF inflows fell 83% to $19 million, compared to $110.5 million a week earlier.
Despite reduced weekly inflows, both Ether and XRP ETFs remain in positive territory for the year, with net inflows of about $863 million and $515 million, respectively, according to SoSoValue.
These variations in ETF demand reflect a shifting market environment, where altcoins have seen less attention as Bitcoin continues drawing sizable allocations.
Traders note that rapid fluctuations can occur in cryptocurrency markets, especially with macro indicators and altcoin news acting as catalysts. In response, smart investors have increasingly turned to privacy-first tools like CryptoAppsy to streamline their workflow. By integrating real-time charts, intelligent price alerts, asset-specific news, and macroeconomic data on a single platform, users can efficiently monitor the market without switching between apps or creating an account.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
Ripple CEO Brad Garlinghouse has seized on the Dutch central bank’s $11 billion gold move. He says global finance still shifts value the way it did in the 1940s.
De Nederlandsche Bank sent roughly 86 tonnes of gold to London between March and August. The metal came from New York and Ottawa.
Ripple CEO Says the Gold Move Proves Crypto’s CaseThe Dutch central bank sold about 59 tonnes in New York. It then bought the same quantity back in London. Nearly 70% of the transfer was therefore a paper exercise.
Only 27 tonnes actually crossed the Atlantic. New York now holds 18.5% of Dutch reserves, down from 31.3%. London’s share climbed to 32.1%. DNB holds 612.4 tonnes in total, worth 72.2 billion euros at the end of 2025.
Garlinghouse contrasted that friction with crypto’s past decade. He said the sector grew from a $1.5 billion experiment into a $2.7 trillion asset class.
A good reminder on how finance still works today… the Central Bank of Netherlands just spent months moving $11B in gold from New York to London.
~70% of it never actually left the ground. It was sold in NYC and repurchased in London. This reminded me of a story from 2013 –… https://t.co/3qMEq90mC7
— Brad Garlinghouse (@bgarlinghouse) September 4, 2026
He also revisited Germany’s 2013 repatriation. The Bundesbank needed four years to bring home 674 tonnes worth roughly $36 billion.
Old Rails Still Carry the World’s MoneyDNB Governor Olaf Sleijpen framed the relocation as crisis preparation, not distrust of Washington. London handles far more physical gold trade than Ottawa.
“With this relocation, we have improved the tradability of our gold reserves. We expect that we will never need to use them, but we do need to strengthen our resilience and preparedness.”
Sleijpen, DNB
The mechanics still support Garlinghouse’s complaint. Banks settle value through correspondent queues, while stablecoins clear payments instantly. SWIFT switched on its own blockchain ledger in July, yet final settlement runs on older rails.
Garlinghouse made a similar point after the Mastercard deal in June. XRP trades near $1.40, down 3,65% on the day but up 21% over three months.
XRP Price Performance. Source: BeInCrypto MarketsThe Bank for International Settlements, owned by central banks, tested the XRP Ledger this month. Its prototype anchored official statistics in three to five seconds. Verification took one to two.
So can crypto do better? On speed, those numbers say yes. On trust, not yet. Central banks want vaults, insurance and legal finality.
Sleijpen’s decision to move gold to London was driven by the necessity of crisis-era tradability, a form of structural security that digital assets are still working to replicate.
Crypto analyst Dark Defender has issued a direct message to XRP investors, advising them against waiting for regulatory and legal milestones before entering the market. The analyst argued that those who waited for the resolution of the US Securities and Exchange Commission (SEC) lawsuit against Ripple missed an early positioning advantage. He extended this view to the ongoing deliberations over the Digital Asset Market Structure Clarity Act.
Analyst highlights timing over certaintyIn a recent social media post, Dark Defender asserted that market opportunities in $XRP are often realized before major developments, rather than after. He stressed that relying on confirmed outcomes such as lawsuit resolutions or the Clarity Act leads to missed opportunities since the market tends to price in expectations ahead of official announcements.
“If you waited for the lawsuit, you were late. If you are waiting for the Clarity Act, you are late. Positioning with trust matters,” Dark Defender wrote, summarizing his view on the importance of confidence and timing in market decisions.
Market participants who wait for full regulatory clarity risk missing significant moves in $XRP. Trust and early positioning, not absolute certainty, are key for those seeking long-term advantages.
His statement centered not on short-term price predictions, but on investor confidence and strategic positioning before broad consensus is achieved. The analyst’s perspective suggests that waiting for definitive clarity may leave investors trailing market trends.
Ripple’s case and the Clarity Act take center stageDark Defender’s remarks reference two major developments for the XRP market. The first is the SEC’s high-profile case against Ripple, an American technology company specializing in digital payment protocols and the issuer of XRP. The lawsuit became one of the most scrutinized events in cryptocurrency regulation, with industry-wide implications for the legal status of digital assets.
The second is the Clarity Act, a legislative proposal under consideration in the United States aiming to establish clearer legal guidelines for digital assets. For months, the Clarity Act has represented a focal point for those seeking resolution over the regulatory categorization of cryptocurrencies like XRP.
Mini dictionary: Clarity Act, a proposed US legislative framework aimed at defining the legal treatment and classification of digital assets, including guidance on whether tokens such as XRP are treated as securities or commodities under US law.
According to Dark Defender, investors who relied on complete certainty from these developments before acting may have entered after most of the anticipated moves had already played out.
The analyst’s stance prompted mixed reactions among XRP community members. Anna, a market participant, acknowledged the argument, saying there was considerable truth to the idea that most investors become interested only after the market reacts to major events.
Another contributor, MDriano, questioned whether embracing a “too late” perspective was speculative. He expressed a preference to base his moves on actual price action instead of assuming all market opportunities had already passed.
Eloise echoed a sentiment close to Dark Defender’s strategy, asking if investors tend to buy only after prices rise, implying that early moves require more conviction.
These differing views highlight an ongoing debate around investor approaches to risk, confirmation, and the timing of market entries in volatile or uncertain environments.
Trust and conviction shape investment strategiesFor Dark Defender and those who share his perspective, trust in XRP’s long-term potential plays a leading role. The analyst indicated that waiting for full clarity—either from legislative changes or regulatory outcomes—may result in lagging behind major trends.
The discussion underscores the split between market participants who prioritize confirmed signals and those willing to take calculated risks ahead of official developments. As lawmakers debate digital asset policy and regulatory cases wind toward resolution, timing remains a central concern for many in the XRP community.
Waiting for the completion of every regulatory milestone may result in entering after major price moves. For some, conviction in the asset itself outweighs the desire for complete certainty.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
Florida Athletics announced on September 4 that it has signed a multi-year partnership with Ripple, bringing XRP branding to Ben Hill Griffin Stadium, the venue widely known as The Swamp, beginning with the 2026 football season. Under the agreement, the XRP logo will be prominently featured on the field, according to the university. University of Florida Director of Athletics Scott Stricklin framed the deal as an extension of the school’s technology-forward culture.
On-Field Branding and a Financial-Education Pledge The partnership is built around the XRP logo on the stadium field, alongside placement across digital properties and event signage. Ripple will also fund financial and technology education for Florida student-athletes and the wider campus community, covering both traditional finance and digital assets. Stricklin said Ripple “has established itself as an innovative leader in financial technology,” and that the university looked forward to introducing XRP to its fans. Ripple describes XRP as a cryptocurrency built for fast, low-cost money movement, settling transactions in roughly three to five seconds on the open-source XRP Ledger.
Ripple, founded in 2012, describes itself as a provider of blockchain solutions across traditional and digital finance, with more than 85 licenses supporting payments, custody, prime brokerage and treasury management. The company’s RLUSD stablecoin and the XRP digital asset underpin those services. The Florida agreement carries Ripple’s branding beyond financial infrastructure and into mainstream consumer visibility, extending a run of institutional work that includes its custody and tokenization partnership with SettleMint.
What the Deal Does Not Disclose The university’s announcement did not disclose the financial terms of the agreement or its exact length beyond describing it as multi-year. Several media reports valued the arrangement at about $5 million a year, which would rank it among the larger on-field logo deals in college sports, but that figure was not confirmed in the release. The agreement is a branding and education sponsorship rather than a use of XRP inside the stadium, and it is separate from market activity such as the shift of XRP futures open interest toward CME that has marked the token’s growing institutional profile. Florida Athletics supports 21 teams and more than 500 student-athletes, giving the Ripple agreement a wide on-campus reach.
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Ripple (XRP) price is down by 2.76% today, September 5, to trade at $1.40 at the time of writing. The drop comes after a strong jobs report pushed crypto prices down due to increased odds that the Federal Reserve will increase interest rates.
This drop comes despite the CEO of Ripple, Brad Garlinghouse, giving three reasons why the Bank for International Settlements (BIS) tested the XRP Ledger for data verification.
BIS Tests XRPL for Verification The BIS released a paper on September 2, in which it stated that it had created a prototype to verify the authenticity of official statistics, as earlier reported by CoinGape.
The institution said that in this prototype, a statistical file is converted into a cryptographic fingerprint through the XRP Ledger, and the recipient can then compare that file with the available public records.
Ripple’s CEO now says that it is not surprising that the BIS tapped XRPL because the network boasts of being cheap and having a high throughput.
“Is it any surprise that BIS is testing with XRPL… low fees (check), fast settlement (check) and proven track record (check),” Garlinghouse said.
Data from XRPL shows that the network has an average transaction fee of 0.000088 XRP at the time of writing, while the speeds came in at 24.91 transactions per second.
The adoption by BIS also comes ahead of changes after Ripple voted in favor of amendments to the XRPL 3.3.0 upgrade before mainnet activation occurs on September 11.
XRP ETFs Record 8 Consecutive Weeks of Inflows Data from SoSoValue shows that there have been eight straight weeks of inflows to XRP ETFs. These products have now recorded positive flows every week since July 17, with this trend signalling strong demand from institutions.
XRP ETF Flows (Source: SoSoValue) The rising inflows to the ETFs also come as the head of research at Bitwise, Ryan Ranmussen, said that XRP was the most asked-for token during a recent presentation by the firm to 400 wealth managers.
The total net assets for all five XRP ETFs that trade in the US have now reached $1.48 billion, with this being equal to 1.69% of XRP’s market cap of $88.44 billion.
XRP Prediction Faces Rejection From Key Resistance The price of XRP today has been rejected at the resistance of $1.45 after a strong US jobs report increased the odds of the Federal Reserve hiking interest rates to 51%, per data from CoinGape prediction markets.
XRP has now dropped to test the support at the 200-day EMA of $1.35. If the price moves below this support, it will suggest that the long-term trend is now turning bearish, and the price could move to the psychological support of $1.20.
However, XRP value remains above the resistance of a bull flag pattern at $1.40. If buying pressure resumes and the price begins another uptrend, the altcoin could retest the August 22 high of $1.69.
XRP Price Chart (Source: TradingView) The RSI reading of 60 suggests that the momentum is still favoring bulls, and the price could close above the resistance of $1.40.
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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US spot Bitcoin ETFs pulled in $175 million in net inflows on September 4, while their Ethereum counterparts added $26.46 million.
Breaking down the September 4 numbers The $175 million flowing into spot Bitcoin ETFs on September 4 represents a solid if unspectacular day for the product category. For context, these funds saw approximately $731 million in net inflows just one day earlier on September 3, which marked the largest single-day haul since January 14, 2026.
BlackRock’s IBIT has consistently dominated the flow picture. On September 3, the fund alone attracted roughly $454 million, accounting for about 62% of total Bitcoin ETF inflows that day.
On the Ethereum side, the $26.46 million in inflows on September 4 came after a much stronger showing on September 3, when Ethereum ETFs collectively gathered around $141 million. BlackRock’s ETHA led that earlier session with $72.07 million, followed by Fidelity’s FETH at $65.11 million. Grayscale’s ETHE recorded a modest $6.07 million outflow on September 3.
Combined, Bitcoin and Ethereum ETFs attracted over $200 million on September 4, adding to the roughly $872 million they pulled in the day before.
The bigger picture on cumulative flows Bitcoin ETFs have now accumulated approximately $55.44 billion in cumulative net inflows since their January 2024 launch. Total assets under management across the category sit around $103.34 billion, representing roughly 6.3% of Bitcoin’s entire market capitalization.
Ethereum ETFs have reached about $13.17 billion in cumulative net inflows with total AUM of approximately $15.92 billion, representing about 5.2% of Ethereum’s market cap.
The September 3 data marked a notable reversal. Just two days prior, on September 1, Bitcoin ETFs had experienced $236.5 million in outflows.
What’s driving the demand Bitcoin trading above $80,000 and Ethereum clearing $2,500 coincided with the recent inflow surge. Market observers have pointed to dovish commentary from Federal Reserve Governor Christopher Waller as one catalyst behind the recent risk-on mood.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
The cybersecurity working group of the G7 has urged governments and businesses worldwide to begin the immediate transition to post-quantum cryptography, warning that the advancement of quantum computing represents an imminent risk to current encryption systems. This guidance carries direct implications for cryptocurrency networks, exchanges, and custodians facing potentially costly system upgrades before quantum computers become capable of compromising existing cryptographic protections.
G7’s call to action on quantum threatOn September 3, 2026, the G7 working group released a document titled “Preparing for the Post-Quantum Era: A Call to Action.” The report categorizes quantum computing as a significant cybersecurity risk that organizations must address in advance of the arrival of quantum machines capable of breaking widely used cryptography.
Although the G7 report does not mention cryptocurrencies specifically, the security of blockchain technologies is closely linked to public-key cryptography. Since cryptocurrencies rely on these algorithms to protect transactions and manage funds, the quantum threat extends to the crypto industry and its entire infrastructure.
Although the exact timeline is uncertain, several recent advances suggest an anticipation of the development of quantum computers able to break widely used public-key cryptography mechanisms.
G7 Cybersecurity Working Group
A key concern highlighted by the working group is the “harvest now, decrypt later” approach, where attackers collect encrypted data today and wait to decrypt it once quantum capabilities become available. For blockchains, where public keys and transaction history are permanently visible, this could lead to retrospective attacks even years after initial transactions.
Harvest now, decrypt later.
G7 Cybersecurity Working Group
The G7 has advised nations and organizations to raise awareness, establish national strategies, invest in research, promote public and private sector collaboration, and set procurement policies focused on post-quantum cryptography.
Europe’s post-quantum deadlinesThe European Union has already set binding requirements through its Coordinated Implementation Roadmap for the Transition to Post-Quantum Cryptography. Adopted in June 2025, the policy mandates that all member states start transitioning by the end of 2026, with high-risk entities required to complete migration before 2030.
These regulatory changes mean post-quantum cybersecurity is now essential for compliance and competitiveness. Companies lacking clear migration plans may face legal hurdles or lose their edge in the evolving regulatory landscape.
Various approaches by Bitcoin and EthereumBitcoin developers are exploring BIP-360, a soft fork proposal known as Pay-to-Merkle-Root, which aims to reduce long-term quantum vulnerabilities. This measure seeks to eliminate key-path spending mechanisms exposed to quantum attacks, but its creators acknowledge that some risks, especially those involving mempool transactions, require further mitigations. An activation date for BIP-360 has not yet been established.
Ethereum has outlined a broader post-quantum security plan. Vitalik Buterin’s roadmap for February 2026 highlighted four crucial areas for upgrade: validator BLS signatures, KZG commitments, ECDSA account signatures, and zero-knowledge proofs on the application layer. Ethereum targets core post-quantum infrastructure by 2029, although the transition could extend beyond this date.
A significant challenge for both networks is the increased size of post-quantum digital signatures. For instance, a standard secp256k1 ECDSA signature is 64 bytes, while the Dilithium-5 post-quantum scheme requires approximately 4,595 bytes, and the finalized ML-DSA-87 standard uses about 4,627 bytes. Larger signatures may drive up storage, bandwidth, and transaction fees.
Cryptographic StandardSignature Sizesecp256k1 ECDSA64 bytesDilithium-54,595 bytesML-DSA-874,627 bytesMini dictionary: BIP-360, or Bitcoin Improvement Proposal 360, introduces Pay-to-Merkle-Root—a protocol change meant to future-proof Bitcoin against quantum computer attacks by restructuring how spending conditions are recorded on the blockchain.
Migration risks overshadow quantum timelineIndustry observers note the near-term risk lies less with the timing of a quantum breakthrough and more with the challenges involved in the transition: protocol development, governance debates, increased infrastructure requirements, larger keys, and exposure of public keys from older wallets.
Research by Google Quantum AI in March 2026 argued that compromising 256-bit elliptic-curve cryptography may be easier than earlier assumed. Google also disclosed that its own post-quantum migration will conclude by 2029.
NIST has issued a draft recommending that 112-bit ECDSA be eliminated after 2030 and that all use of ECDSA cease after 2035, signaling a clear timeline for the industry to adopt new cryptographic standards.
Cryptopolitan previously indicated that institutional standards and custody requirements may soon require quantifiable post-quantum readiness, potentially making a robust migration framework a distinguishing factor for investors.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
Key Highlights ETH experienced a pullback from $2,546 to approximately $2,438 amid heightened rate-hike speculation affecting risk markets August US Nonfarm Payrolls registered 162K, significantly exceeding the 56K forecast, driving Federal Reserve rate-hike probability to 60% The MVRV ratio for Ethereum breached 1.00 on August 21, marking the first occurrence in over 200 days A major holder liquidated 167,855 ETH valued at approximately $408 million across five days, intensifying bearish pressure Ethereum spot ETFs recorded $148M in daily capital inflows Thursday, bringing August’s total to $1.85 billion Ethereum has retraced toward the $2,400 threshold after peaking at $2,546 earlier in the week. The decline reflects market participants recalibrating their risk positions in response to surprisingly robust US employment figures.
Ethereum (ETH) Price The United States added 162K jobs in August according to the Nonfarm Payrolls report, substantially surpassing the 56K consensus and representing a significant jump from July’s 21K addition. The unemployment rate remained steady at 4.1%, while labor force participation climbed to 61.6%.
These robust employment numbers elevated the likelihood of a Federal Reserve rate increase to the 3.75%–4.00% band to 60%, up from 49% one day prior, based on CME FedWatch tool metrics. Elevated rate expectations typically weigh on speculative assets including cryptocurrencies.
At press time, ETH was changing hands at $2,438. Notwithstanding the correction, the asset continues trading above its 50-day, 100-day, and 200-day Exponential Moving Averages, which are consolidated between $2,069 and $2,175.
The Relative Strength Index registers 61 on the daily timeframe, indicating constructive momentum without entering overbought territory. Meanwhile, the MACD has crossed into negative readings, signaling a deceleration in bullish momentum.
Major Holder Liquidates Entire ETH Position A substantial Ethereum address liquidated its complete holding of 167,855 ETH — valued at roughly $408 million — across approximately five days. The assets were transferred to trading platforms including OKX, Binance, and Bybit, per Lookonchain intelligence.
Approximately 70,739 ETH had been delivered to exchanges at the time of analysis, with the balance of 97,115 ETH remaining in the original wallet. This substantial liquidation event is contributing to downward price momentum.
In a related incident, a hacker associated with Coldcard initiated converting stolen Bitcoin holdings into Ether via THORChain, processing roughly 10% of the compromised funds while 90% remains dormant.
Institutional Demand and MVRV Recovery Point to Strength On a more constructive note, Ethereum spot exchange-traded funds captured $148 million in net inflows Thursday. Aggregate inflows have reached $13 billion, with total net assets under management standing at $16 billion.
Source: SoSoValue ETF inflows totaled $365 million for July and $1.85 billion for August, with September recording $104 million thus far.
Ethereum’s Market Value to Realized Value ratio reclaimed the 1.00 level on August 21 for the first time in 200 straight days. This metric indicates the typical ETH holder has returned to unrealized profitability, with the realized price approximately $2,300.
Source: CryptoQuant Technical analyst Aksel Kibar (CMT), operating as @TechCharts, observed that ETH/USD may be developing a bull flag formation directly at resistance, stating: “$ETHUSD Possible bull flag right at the resistance. I like this tight consolidation. Wait for breakout confirmation.” Kibar’s interpretation suggests the current consolidation phase could precede an upward breakout, though confirmation is required before validating the pattern.
September’s ETH ETF inflows currently total $104.26 million, as bulls continue efforts to establish $2,500 as reliable support territory.
U.S. spot Bitcoin and Ethereum exchange-traded funds attracted a combined $1.20 billion during the trading week ending Sept. 4, with Bitcoin products accounting for more than 80% of the total.
Summary
Spot Bitcoin ETFs recorded $986.7 million in weekly net inflows. Ethereum ETFs added $215.3 million, down sharply from the previous week. BlackRock’s Bitcoin funds attracted $691.5 million across the five sessions. The largest combined inflows arrived on Sept. 3 as crypto prices rebounded. Bitcoin ETF inflows approach $1 billion According to data from Farside Investors, U.S. spot Bitcoin ETFs recorded $986.7 million in net inflows between Aug. 31 and Sept. 4. The weekly intake increased about 6.7% from the $924.5 million added during the previous five trading sessions.
The funds opened the week with $216.7 million in net inflows on Aug. 31 before recording $236.5 million in withdrawals on Sept. 1. Demand returned over the following three sessions, producing inflows of $101.1 million, $730.8 million, and $174.6 million.
Sept. 3 accounted for roughly 74% of the entire weekly total. BlackRock’s spot Bitcoin products attracted $454 million that day, while ARK Invest and 21Shares’ ARKB added $137.7 million. Fidelity’s FBTC and Grayscale’s Bitcoin Mini Trust recorded $74.4 million and $48.8 million, respectively.
BlackRock’s products led the full week with about $691.5 million in net inflows. ARKB followed with $137.7 million, while Fidelity’s fund added $94.8 million.
Bitwise’s BITB received $41.7 million during the period. VanEck’s HODL posted approximately $33 million in net withdrawals, while Grayscale’s converted GBTC fund recorded a modest $18.6 million inflow.
The five-day result brought cumulative net inflows across the U.S. spot Bitcoin ETF market to approximately $55.69 billion, according to Farside’s data.
Ethereum ETF demand slows from the previous week U.S. spot Ethereum ETFs recorded $215.3 million in net inflows over the same period, Farside data showed. Although the funds remained net positive, weekly inflows fell by around 73.6% from $815.7 million during the previous week.
Ethereum products started the period with an $87.6 million inflow on Aug. 31 and added another $8.6 million on Sept. 1. The group then recorded $48.2 million in net outflows on Sept. 2 before attracting $141.4 million on Sept. 3 and $25.9 million on Sept. 4.
BlackRock’s ETHA brought in $136.4 million during the week, while its staked Ethereum product ETHB added $81.8 million. The two BlackRock funds therefore received a combined $218.2 million, slightly more than the category’s total net inflow after withdrawals from competing products were included.
Fidelity’s FETH ended the week with only $4.7 million in net inflows. The fund attracted $65.1 million on Sept. 3 but lost $48.3 million the following session.
Grayscale’s higher-fee ETHE recorded $37 million in weekly net outflows. Grayscale’s lower-cost Ethereum Mini Trust partly offset those withdrawals with $17.1 million in inflows.
Cumulative net inflows into U.S. spot Ethereum ETFs reached approximately $13.19 billion by the end of the week.
Crypto ETF inflows diverge from wider U.S. funds The $1.20 billion combined inflow into Bitcoin and Ethereum ETFs came during a cautious period for conventional U.S. investment funds.
Investors withdrew $11.12 billion from U.S. equity funds during the week ending Sept. 2, according to LSEG Lipper data reported by Reuters. Large-cap funds accounted for $7.52 billion of those withdrawals, while money market funds attracted $48.76 billion.
Reuters tied the broader caution to rising bond yields, higher oil prices and tensions in the Middle East. Those factors weighed on risk assets earlier in the week, but sentiment improved on Sept. 3 after Federal Reserve Governor Christopher Waller said he could support keeping interest rates unchanged if inflation continued to ease.
The shift coincided with the largest daily crypto ETF inflows of the week. Bitcoin and Ethereum funds collectively attracted about $872.2 million on Sept. 3, while Bitcoin climbed above $81,000 and Ethereum moved back toward $2,500.
The subsequent reversal showed that ETF inflows did not remove short-term macro risks. Bitcoin was trading near $79,664 at the time of writing, down about 1.8% over the latest session, while Ethereum traded around $2,458 after a 2.8% decline.
U.S. data keeps rate expectations in focus The next test for ETF demand could come from changing expectations for U.S. interest rates. The Bureau of Labor Statistics reported that nonfarm payrolls increased by 162,000 in August, while the unemployment rate remained at 4.1%.
The stronger labor data reduced some of the optimism created by Waller’s comments because a resilient economy could give the Federal Reserve more room to keep borrowing costs elevated.
Investors will now focus on the Sept. 11 U.S. consumer price index report and the Federal Reserve’s Sept. 16 policy decision. Further evidence of persistent inflation could pressure crypto prices and ETF demand, while softer inflation would support the case for stable or lower interest rates.
Despite those risks, the weekly figures showed that U.S. investors remained net buyers of both major crypto ETF categories. Bitcoin products maintained their momentum from the previous week, while Ethereum funds stayed positive even as their weekly intake slowed.
Ethereum just wrapped up its third quarter with a roughly 66.55% gain, making it the network’s best Q3 since 2016 and the third strongest in its history. For context, the previous standout Q3 was 2020’s “DeFi summer,” which delivered a 59.5% return.
The performance is even more striking when you compare it to Bitcoin, which managed a comparatively sleepy 6-10% gain over the same period.
What drove the rally Three major catalysts converged to push Ethereum higher through July, August, and September.
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First, spot Ethereum ETFs became a vacuum for capital. Net inflows across these products surpassed $10 billion cumulatively, with nearly $4 billion pouring in during August alone.
Second, public companies went on an Ethereum shopping spree. Corporate treasury purchases exceeded $15 billion in ETH during the quarter.
Third, decentralized finance continued to build momentum beneath the surface. Total value locked across Ethereum-related chains, including its growing constellation of Layer-2 networks, climbed to approximately $88 billion by the end of Q3.
Price action and the near-miss at all-time highs ETH spent portions of Q3 trading above $4,000 and at times approached the $5,000 level, flirting with what would have been a new all-time high. The asset didn’t quite get there, and September brought a 5.73% pullback that cooled some of the euphoria.
A different kind of cycle Analysts tracking the rally have noted that Q3 2025 looks structurally different from prior Ethereum bull runs. The 2017 surge was driven by ICO mania. The 2020-2021 cycle rode a combination of DeFi yield farming and NFT speculation.
This quarter’s gains, by contrast, have institutional fingerprints all over them. Spot ETF inflows represent regulated, custodied capital from wealth managers and allocators. Corporate treasury allocations represent board-level decisions with multi-year time horizons.
The $88 billion TVL figure is worth sitting with. That’s roughly equivalent to the total assets of a mid-tier US bank, all locked into smart contracts operating without traditional intermediaries.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Cardano (ADA) is showing renewed strength as the cryptocurrency holds firm above the critical $0.19 support level, sparking cautious optimism about a potential price recovery. After bouncing back towards the $0.21 area, ADA has generated interest among market participants who are watching closely to see if the positive momentum can continue and lead to a more significant reversal.
Key support and resistance zones define recovery pathADA’s rebound began after the price protected the 0.786 Fibonacci retracement, a crucial region spanning the high-$0.18 to $0.19 area. This move helped ADA regain ground between $0.20 and $0.21, but analysts caution that reclaiming resistance levels is essential before declaring a broader trend shift.
Crypto commentators, such as The Moon Show, have identified $0.205 as the immediate level that buyers need to reclaim. Sustained movement above this point may further solidify the recovery structure, setting the stage for an advance towards resistance zones in the $0.22 to $0.24 range.
As long as ADA can establish a solid base around $0.19, analysts observe that the technical setup remains constructive, with $0.205 a key level for further momentum.
These support and resistance levels, drawn from Fibonacci retracements, remain widely used within the crypto trading community to gauge potential rebound or decline zones.
LevelRole$0.19Key support$0.205-$0.21Initial reclaim/resistance$0.22Next resistance$0.24Breakout targetIndicators send short-term buy signalsA positive shift in Cardano’s short-term technical indicators has further boosted sentiment. The four-hour chart registered a buy signal after ADA broke a descending trendline and the Relative Strength Index (RSI) reversed to the upside. Additionally, the latest candle closed above a short-term trending-dot structure, commonly watched in technical analysis.
Jesse Olson, a crypto analyst, described these combined signals as a confirmed four-hour buy signal, suggesting that buyers are regaining control following the recent decline.
These developments indicate that the market could remain constructive if ADA holds above $0.20, while clearing $0.205 to $0.21 would position the price to challenge upper resistance between $0.22 and $0.24.
Should Cardano fail to maintain the breakout and fall below the key trendline, analysts warn that bullish momentum could quickly dissipate.
Longer-term structure points to further upsideOn the daily chart, Cardano is attempting to break free from a long-term descending channel. While the price now consolidates around $0.19 to $0.21, market analyst Lana Valentis has pointed to this move as the first stage of a potential larger rebound. The $0.24 level has emerged as a crucial confirmation zone for a broader rally.
If ADA holds above $0.24, the next resistance targets are seen at $0.29, $0.37, and $0.42, with longer-term projections as high as $0.53, $0.70, and potentially $0.90 if upside momentum persists.
Price LevelSignificance$0.29Near-term resistance$0.37 – $0.42Broader resistance$0.53, $0.70, $0.90Longer-term targetsRealFi mainnet launch as additional catalystIn addition to technical signals, a new ecosystem development is drawing attention. RealFi, a platform aimed at bringing the USDr stablecoin to Cardano, is scheduled to launch on the Cardano blockchain mainnet on October 1. This expansion could boost Cardano’s activity in the growing tokenized asset sector, though price impact remains uncertain.
The RealFi project is backed by Input Output Global, a key technology firm behind Cardano that supports the network’s core development and innovation.
Mini dictionary: RealFi, or “real finance”, refers to the integration of traditional financial assets—such as tokenized real-world value—onto decentralized blockchains, enabling new forms of lending, borrowing, and stablecoins backed by productive capital, rather than purely crypto-native assets.
Analysts suggest that growing adoption alongside technical recovery could further strengthen Cardano’s fundamentals over the medium term.
Critical levels and outlook remain in focusADA now trades in a well-defined range between $0.19 support and resistance clusters up to $0.24. A daily close above $0.24 could pave the way for a move toward $0.29, while a break below $0.19 could see Cardano retest $0.18 and, potentially, the $0.16 to $0.17 zone.
Until ADA firmly breaks above $0.24, market participants remain cautious, viewing the current phase as an early recovery rather than a confirmed bull trend. Technical buy signals, increased ecosystem development, and strong support near $0.19 provide reasons for optimism, but further confirmation is needed before shifting to a more bullish stance.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
Cardano (ADA) has spent most of this year consolidating within a flag formation, keeping its broader price structure compressed across the period.
A few weeks ago on 22nd August, an attempt was made by the bulls to break out of the formation. However, it was not successful. Instead, the altcoin’s price returned to the trading range.
However, the buying activity has been more intense this time. Since its recent rebound from the 100-day EMA at around $0.19 five days ago, ADA bulls have been pushing with intent. In fact, for most of the last 24 hours, ADA recorded gains of over 10%. This, before the altcoin retraced on the charts again.
In any case, the latest move brings the flag into focus again. A breakout above its upper bound will set the path towards the next resistance at $0.29.
Source: TradingView Funding rates point to growing buyer interest At the same time, there have also been some signs of greater demand on the derivatives market. According to Santiment, ADA has recorded six consecutive days of positive funding rates. This implied that those with long positions may be paying the shorts to hold onto them.
The positive funding rate could facilitate ADA’s price action more if it is accompanied by greater demand for the spot. Nevertheless, very crowded long positions can increase the risk of liquidations should another breakout fail.
Source: Santiment Volume surges as ADA approaches the breakout That’s not all though as Cardano’s trading activity also accelerated alongside the latest price move. In fact, the network’s 24-hour volume rose exponentially above $747 million.
This hike matters because a breakout supported by heavier volume would carry more weight than the failed attempt seen on 22nd August.
Concurrently, ADA’s Fully Diluted Valuation also climbed to around $9.95 billion, extending a week of consistent gains. The surge in FDV often alludes to rising valuation alongside stronger trading activity.
Similar alignments in the past have resulted in aggressive price moves. The same turn of events could be seen on ADA’s price charts in the near future.
Source: DefiLlama Can ADA finally break above the flag? As it stands, the main focus will be on the resistance point of the flag pattern. In case the buyers manage to break above this resistance and continue trading above it, then the $0.29 target may come up.
In the event of a failure, however, it will confine ADA within its consolidation zone and may result in range-bound movement again. However, it is worth noting that there is a liquidity cluster worth $24 million at this resistance level.
Source: Coinglass Final Summary Cardano’s buyers recently renewed their attempt to break out of a long-running flag pattern. Four consecutive days of positive funding and volumes above $747 million could strengthen the case for a move to $0.29.
