The price of Bitcoin has exceeded the $77,000 mark—against this backdrop, the company’s Strategy portfolio posted a profit of around $1 billion.
According to data on the positions of Michael Saylor’s company, it has 840,447 BTC in its reserve. The average purchase price per coin was $75,385, and the total costs of acquiring the assets reached $63.36 billion.
Bitcoin demand is picking up: a signal that the bear market is over?
According to CryptoQuant, demand for Bitcoin for the first time since reaching its all-time high in October 2025 has turned positive in both the spot market and the perpetual futures market. Volumes are still modest, but steady demand over the next month could signal an end to the bearish market period.
Chapter CFTC Michael Selig said that the United States is moving to build a new financial world.
With regard to regulating the crypto market (the CLARITY initiative), the CFTC is prepared to act on its own if adoption of the CLARITY Act is delayed: the regulator is looking at the possibility of introducing a separate status for crypto exchanges—this would allow them to legally offer trading in crypto assets with margin and leverage. At the same time, the agency believes that passage of CLARITY is a key step toward long-term market rules and is ready to begin implementing the law immediately after it is approved.
🇺🇸 Donald Trump, answering a question about whether the U.S. plans to accumulate significant amounts of Bitcoin:
"Absolutely, it was discussed. This will relieve a lot of pressure on the dollar. It was very, very good for the dollar. And I think that if you provided recommendations, I would definitely listen to them".
🇺🇸 The Trump family company — World Liberty Financial — is preparing to become a bank in the United States.
The banking regulator, the OCC, has granted preliminary conditional approval for the creation of World Liberty Trust Company as a national trust bank.
Once the approval is finalized, World Liberty Financial will be able to issue the USD1 stablecoin itself and hold the dollar reserves that back it. At present, these functions are performed by the company BitGo.
As of August 2026, more than 20.07 million bitcoins are in circulation—about 95.6% of the maximum limit of 21 million coins.
According to CZ, between 10 and 20% of existing BTC have likely been lost forever or are inaccessible, and this share may increase over time. Because of bitcoin’s strict money-supply cap, he considers it a deflationary asset.
According to CryptoQuant, Bitcoin has found itself in a historic “capitulation zone.” The share of BTC holders who are in profit has fallen to 51.4%—the lowest level in more than three years. That means that almost half of all Bitcoins are currently in an unrealized loss.
A similar level was recorded in early 2023, when the price of Bitcoin was in the $16–20 thousand range. Historically, when the share of profitable BTC dropped below 55%, long-term investors began actively accumulating cryptocurrency again.
RBK reports: Deputy head of the State Duma committee on information policy Anton Gorelkin commented on the proposal by the Bank of Russia to include the stablecoin USDT in the list of cryptocurrencies available for public trading on Russian exchanges. "With the dollar stablecoin owned by the offshore company Tether, it isn’t that simple. Yes, this cryptocurrency is very popular among investors, but it’s important to understand that it’s called a 'digital dollar' for a reason. To ensure the stability of their token, USDT holders have become, step by step, one of the largest holders of U.S. Treasury bonds, taking on obligations to closely cooperate with U.S. authorities — including with regard to sanctions pressure," — Gorelkin wrote on his channel.
Standard Chartered has revised its UNI token forecast — now they believe the $100 valuation is understated.
This is because Uniswap protocol revenues have surged: since the end of July, they have increased by 2.4 times and now amount to roughly $244,000 per day. These funds are used to buy back and burn UNI tokens.
If these growth rates hold, around $90 million per year will be spent on burning UNI — about 4% of the token’s total circulating supply at current prices.
At the same time, about 60% of the protocol’s revenue today is generated by Robinhood Chain.
Strategy plans to resume active purchases of bitcoin this year. For the past seven weeks, it has not acquired BTC, and during the two weeks it even sold part of its holdings—however, this is just a temporary pause not related to the current cryptocurrency price. Right now, the company’s focus is on increasing its dollar reserve, which has already reached $4.75 billion. At the same time, since the start of the year, Strategy has bought 175,000 BTC, selling only 7,000 BTC. According to the CEO, bitcoin is currently in a bearish cycle—it lasts about eight months. Historically, such periods of decline last 8–12 months.
Crypto enthusiasts discuss an interesting pattern — in 2014, 2018, and 2022, the midterm elections in the US coincided with the formation of the final “bear trap” (Bear Trap) for Bitcoin, after which a powerful bull trend began lasting about ~994 days (142 weeks)📈
🤔In November 2026, midterm elections in the USA will take place again...