Bitcoin Watch

• Whale wallets continue withdrawing coins from exchanges, favoring self-custody over sales during the dip.
• US spot Bitcoin ETFs posted a 7-day...

• Assets near milestone: Total Bitcoin ETF holdings reached $98.56B, up from $76.6B in mid-August
• Yearly context: ETFs still show $2.57B net...

Bitcoin's Bull Score surged from 30 to 80 in one week—the fastest flip in a year—yet the regime shift stays unconfirmed until price closes above the...

• 26% rally lifted BTC above $80K on $1.92B ETF inflows and bond-market tailwinds
• Pullback hits: Price slips below $79K to $78,997 as profit-taking...

• Record ETF demand: U.S. Bitcoin ETFs absorbed $337.6M in one week, led by BlackRock's $208.9M and Fidelity's $104.6M, with weekly inflows hitting...

• Extreme Greed Hits: Fear & Greed Index surges to 81, entering "Extreme Greed" zone from neutral just last week.
• Whales Take Profits: Two large...

• Bullish narrative: CryptoQuant calls this the 'initial phase' of a new bull market, backed by ETF inflows and improving market structure.
• Bearish...

• Bitcoin reclaims $81K after $80K rejections but faces key resistance that could decide if the rally extends.
• BTC dominance climbs to 61% as...

Bitcoin's rebound above $81,000 rests on spot ETF demand rather than derivatives leverage.

• BlackRock's lead: The firm drove over 60% of $338...

• Strategy raised $2.01B via share sales but bought zero Bitcoin last week, instead building a $6.69B cash pool for flexibility
• Strive purchased...

Bitcoin's surge past $80,000 triggered layered short liquidations at multiple scales.

• One trader banked $11.6M profit from wallets tied to the...

Bitcoin's surge above $80,000 sparked a high-beta rally in mining equities, with MARA jumping 7% to $11.93, while TeraWulf and IREN each climbed 5%....

• ETF Catalyst: Spot Bitcoin ETFs pulled $1.9B last week and $337M Monday, the largest weekly inflows since October 2025.
• Technical Breakout: Price...

• Metaplanet shifted 1,000 BTC worth $79.77 million to Coinbase Prime for institutional custody and services, not a sale.
• Large corporate transfers...

Strategy announced a fresh $1.59 billion cash pool for Bitcoin buys, lifting its combined reserves to $6.69 billion as MSTR shares jumped 28%.

Warsh's less-is-more style has fueled bond market wobbles and investor confusion, with analysts flagging high disappointment risk at his Jackson Hole...

Amid weak near-term signals like two-year low volume and no clear bottom, the I/O Fund analysis sees Bitcoin's end-of-bear-cycle setup triggering an exceptionally powerful rally to above $2 million long-term.

Bitcoin surged over 20% in five days to near $79,500, liquidating $4B in shorts and sparking forced buying.

Spot Bitcoin ETFs pulled in $1.92B-$2B...

• Article 1 flags the $79k-$80k zone as the pivotal decision point, where a confirmed break could unlock $81.5k-$83k while failure risks a pullback to...

Treasury's bond buyback plan sparked liquidity hopes and ignited the rally from $65,000. This triggered the largest crypto short squeeze on record,...