Kripto Raporu

📰 Kripto Raporu | 9 Eylül 2026 Bitcoin $79K altında işlem görürken yükselen petrol fiyatları ve Fed'in faiz artırım beklentileri risk iştahını baskılıyor. ETF tarafında ise XRP pozitif ayrışıyor. 👇 Öne çıkan başlıklar: ▪️ Brent petrol, ABD-İran çatışmasının yeniden şiddetlenmesiyle $100'ı aşarak temmuzdan bu yana ilk kez üç haneli seviyelere çıktı. ▪️ Piyasalar Fed'in gelecek haftaki toplantısında 25 bp faiz artırımı ihtimalini yaklaşık %60 seviyesinde fiyatlıyor. ▪️ ABD'de Bitcoin, Ether, Solana ve Hyperliquid ETF'leri çıkış görürken $XRP ETF'leri yaklaşık $2 milyon net girişle pozitif ayrıştı. ▪️ Grayscale Zcash ETF'i $500 milyon AUM'ı aşarken, fonun elindeki ZEC miktarı 550.000'i geçti. ▪️ ABD Hazinesi uzun vadeli tahvillerdeki buyback miktarını $6 milyara yükseltti. İşlem QE değil; temel amaç uzun vadeli tahvil piyasasındaki likiditeyi desteklemek. ▪️ Çin'in ağustos ticaret fazlası $119.09 milyara yükselirken ihracat yıllık %25, ithalat %28.2 arttı. ▪️ Bitcoin, geçen haftaki $82K hareketinin ardından yeniden eski işlem aralığına dönerek $78–79K bölgesinde hareket ediyor. Piyasanın odağı: Yarın açıklanacak ABD ÜFE ve cuma günü gelecek TÜFE verileri, Fed'in 15–16 Eylül toplantısı öncesindeki son kritik enflasyon sinyalleri olacak.

📰 Crypto Report | 7 September 2026 As Bitcoin starts the new week around the $79K zone, whale sell-offs and macro risks are increasing short-term pressure. 👇 Featured headlines: ▪️ Approximately 4,000 $BTC / $320 million was withdrawn from Liquid Network's federation wallet. Those who executed the transaction claim to be “white-hats” and say they will return the funds after the vulnerability is fixed. ▪️ According to Glassnode data, Bitcoin investors have switched to the net selling/distribution side collectively for the first time since early June; whales holding 1,000+ BTC are leading the move. ▪️ It’s estimated that in the US, rising gasoline and diesel prices due to the Iran war have created an additional cost of about $100 billion for consumers since February 28. ▪️ Brent crude has risen back to the $97+ level, while an energy-driven inflation risk remains in focus. ▪️ In CME pricing, the probability of a 25 bp Fed rate hike in September is around 58%. Despite strong NFP, the rate outlook isn’t dramatically different from a week ago. ▪️ Open interest in Bitcoin futures has fallen from 709K BTC to 670K BTC, reaching the lowest level since late March. Market focus: whether Bitcoin can hold the $79K zone, and which direction the Fed expectations will be pushed by the US CPI data on September 11.

📰 CRYPTO REPORT | SEPTEMBER 6, 2026 Bitcoin is consolidating around $80K after the volatility following strong U.S. employment data. The market’s focus is turning to next week’s U.S. inflation data. 👇 Key highlights: ▪️ Bitcoin is trading around $79.7K and trying to hold the $79K breakout zone. ▪️ Strategy bought 4,603 $BTC this week, while BitMine bought 53,501 $ETH. ▪️ Standard Chartered has begun offering regulated BTC and ETH spot trading services to institutional investors in the UAE. ▪️ Russia’s new regulatory framework covering crypto trading, custody, and cross-border transactions has come into effect. ▪️ The G20 supported the development of clearer regulatory frameworks for digital assets; the cross-border effects of stablecoins were also on the agenda. ▪️ The next critical date for the CLARITY Act is the Senate procedural vote on September 15. ▪️ In the U.S., stronger employment data has raised expectations for rate hikes, while the market’s next major macro catalyst is the CPI data on September 11. Market focus: Whether BTC can maintain its breakout structure above $79K and how Friday’s U.S. inflation data will shift Fed expectations.

📰 CRYPTO REPORT | 5 SEPTEMBER 2026 Bitcoin is testing the 80K region again, recovering part of the sharp drop it experienced after the strong US employment data. 👇 Key headlines: ▪️ $BTC rebounded back around $80K after falling from above $81K to below $79K on Friday. ▪️ On Polymarket, a 25 bp rate hike for the September Fed meeting is priced at about 50%, while holding rates steady is priced at about 49%. ▪️ Trump reacted to the markets falling despite strong employment data, arguing that the US stock market should rise “like a rocket ship.” ▪️ US spot Bitcoin ETFs posted their strongest daily inflow since January on Thursday at about +$731 million. ▪️ The 20-day correlation between Bitcoin and Nasdaq fell to around -0.2, signaling a short-term divergence. ▪️ After the strong NFP, the market’s next major focus is the US CPI data on 11 September. The market’s main question: After strong employment data, will inflation also come in hot enough to give the Fed sufficient justification to raise rates in September?

📰 CRYPTO REPORT | 4 SEPTEMBER 2026 Bitcoin pulled back sharply from above $81K following US employment data that came in far above expectations. 👇 Key headlines: ▪️ The US economy created 162,000 new jobs in August; the expectation was around 56,000. ▪️ The US unemployment rate remained unchanged at 4.1%. ▪️ After the strong employment data, expectations of a Fed rate hike in September rose again to just over 60%. ▪️ Bitcoin fell from $81K to below $79K after the data. ▪️ US spot $BTC ETF flows posted their strongest day since January on Thursday with +$731 million in inflows. ▪️ $ZEC - As Zcash crossed the $1,000 level, strong movement was seen in altcoins in the morning hours. ▪️ The Canadian economy lost 41,700 jobs in August, while unemployment remained at 6.4%. (Reuters) The market's focus: After NFP (NFP: Non-Farm Payrolls), next week's US CPI data will now be decisive for the Fed's September meeting.

📰 CRYPTO REPORT | SEPTEMBER 3 Bitcoin rose above $81K as expectations for a rate hike at the Fed's September meeting declined. 👇 Highlights: ▪️ Bitcoin climbed as high as $81,200 during the day, reaching its highest level since May. ▪️ Fed Board member Christopher Waller said he could support keeping interest rates unchanged at the September meeting if inflation continues to fall. ▪️ Expectations for a September rate hike fell from around 70% to below 50%. ▪️ The U.S. 10-year Treasury yield declined to about 4.75%, while the dollar index fell below 99. ▪️ U.S. ISM Services PMI came in at 55.4, beating expectations, while new orders rose to 60.9. Price pressures remained elevated at 72.6. ▪️ $BTC moved above its 50-week moving average and is approaching a golden cross on the daily chart. Market focus: Tomorrow's U.S. non-farm payrolls report and next week's CPI data.

📰 Crypto Report | September 2 Bitcoin tested the $77K level as renewed escalation in US–Iran tensions and an acceleration in global bond selling pushed prices lower. 👇 Key highlights: ▪️ As US–Iran attacks resumed, Brent crude rose above $95 during the day. ▪️ Bitcoin fell below $77K and Ethereum slid below $2,400; approximately $115M in long positions were liquidated within an hour. ▪️ Around $236M net outflows came from US spot $BTC ETFs; about $201M of the outflows were from BlackRock IBIT. ▪️ Meanwhile, $ETH ETFs continued their 12-day positive streak with roughly +$11M in inflows. ▪️ US ADP private-sector employment came in at +38K, below the +47K forecast. ▪️ The Bank of Canada kept its policy rate unchanged at 2.25%, as expected. ▪️ The SEC will hold a 24-hour trading meeting to assess a continuous trading model in US markets and proposed new rules regarding blockchain-based securities recordkeeping. Market focus: the impact of the Iran tensions on oil prices and the US nonfarm employment data due on Friday.

📰 Crypto Report | 1 SEPTEMBER Bitcoin consolidates in the 78K range, while on the macro side interest rate hike risks stand out; on the corporate side, the ongoing ETF demand comes to the fore. 👇 Key headlines: ▪️ Fed Governor Michael Barr said that if inflation does not cool quickly enough, it may be necessary to raise rates again. ▪️ US spot Bitcoin ETFs saw approximately $217 million in net inflows on Monday. ▪️ Spot Ethereum ETFs received about $88 million, reaching a positive streak of 11 trading days. ▪️ Robinhood Chain topped the blockchain revenue leaderboard in the last 24 hours with roughly $1.92 million in revenue. While speculative token activity on the network stands out, $ARB rose by more than 30%. ▪️ Eurozone inflation rose to 3.3% due to the impact of energy prices. ▪️ US ISM Manufacturing PMI came in below expectations at 54.6, while JOLTS job openings rose to about 7.27 million. Focus of the market: the ongoing ETF demand amid continued Fed rate-hike rhetoric, and the US employment report to be released on Friday.

📰 Crypto Report | August 31 Bitcoin held in the 78K range despite rising rates and geopolitical risks, while institutional crypto buying accelerated again. 👇 Key headlines: ▪️ The probability of a 25 bp rate hike at the September Fed meeting rose to about 58% in the Fed funds futures market. ▪️ Fed Chairman Kevin Warsh said the global savings glut has been replaced by a strong wave of global investment. ▪️ Strategy bought 4,603 $BTC for $369.7 million after an approximately two-month pause. The company’s total BTC holdings rose to 845,050. ▪️ BitMine made its largest Ethereum purchase since June by buying 53,501 $ETH (~$131M). ▪️ Brent crude rose above $90 as tensions between the US and Iran escalated again. ▪️ China’s official manufacturing PMI rose from 49.2 to 49.8, but the sector remains in contraction territory. ▪️ Germany’s inflation rose from 2.8% to 2.9% due to the impact of energy prices. ▪️ Robinhood Chain recorded 5.52 million transactions in one day and ~$875 million in DEX volume, while 22,600 new tokens were created. Application revenue on the network surpassed Ethereum. (CoinDesk)

Crypto Report | August 30 Bitcoin rose back to the 79K range after Friday's pullback, while new signals are coming from the institutional side. 👇 Key highlights: ▪️ Michael Saylor's “We’re Back” post raised expectations that Strategy may have bought Bitcoin again for the first time since June 22. No official purchase announcement has been made yet. ▪️ Six Bitcoin wallets that had been inactive for more than 10 years moved approximately 553.6 BTC ($40M). Most of the transfers did not go to known exchange addresses. ▪️ Professional crypto market makers are benefiting from market returns with hedged strategies rather than taking aggressive positions on Bitcoin's direction. ▪️ Charles Schwab plans to add $SOL $AVAX and $LINK trading to its platform in the coming months. ▪️ U.S. President Trump announced that the Strategic Petroleum Reserve will be refilled using Venezuelan oil. ▪️ Thailand is advancing a regulatory framework for local spot Bitcoin and Ethereum ETFs. CoinDesk

Economic Calendar of the Week | August 31 – September 4 This week, let’s follow together how the economic calendar affects cryptocurrencies, and don’t forget to save the post. The main topic of the new week will be the US labor market. Especially Friday’s non-farm payrolls data could create volatility in Bitcoin through Fed expectations. September 1, Tuesday 🇺🇸 US ISM Manufacturing PMI Previous: 55.6 | Forecast: 55.3 JOLTS job openings Previous: 7.359M | Forecast: 7.39M Tuesday is the week’s first major US test. Strong JOLTS + strong ISM could push rate expectations back up after Warsh’s hawkish messages. September 2, Wednesday 🇨🇦 Bank of Canada interest rate decision Current: 2.25% | Forecast: 2.25% The market does not expect any change. Therefore, as much as the decision itself, the BoC’s forward guidance will be important. September 3, Thursday 🇺🇸 ISM Services PMI Previous: 54.1 | Forecast: 54.1 The resilience of the services sector, which makes up the largest part of the US economy, is important for the Fed. September 4, Friday - THE MOST IMPORTANT DAY OF THE WEEK 🚨 🇺🇸 US Non-Farm Payrolls Previous: -23K | Forecast: +45K US Unemployment Rate Previous: 4.1% | Forecast: 4.2% The chain to watch from a crypto perspective: Weak employment + rising unemployment = pressure on the Fed to tighten may ease & bond yields/the dollar may decline AND positive for $BTC. Employment stronger than expected = could support Warsh’s hawkish stance & rates rise & pressure may build on BTC. Therefore, around 15:30 Turkey time on Friday will be the week’s most important volatility window. Main data of the week: US Non-Farm Payrolls, ATTENTION

Crypto Report | 29 August As Bitcoin entered the weekend in the 77–78K range, significant changes were seen in macro and institutional flows. 👇 Highlights: ▪️ The 9-day positive streak in US spot Bitcoin ETFs ended. Approximately $202 million in net outflows occurred on Friday. ▪️ In August, total net inflows into Bitcoin ETFs remained at around $3.3 billion despite the most recent outflow. ▪️ Fed Chairman Kevin Warsh said at Jackson Hole that inflation is the Fed’s top priority and that there is “work to be done” to reach the 2% target. ▪️ Following Warsh’s hawkish remarks, expectations for a rate hike strengthened, and bond yields rose. ▪️ Six Bitcoin wallets that had been inactive for more than 10 years carried about 553.6 $BTC (around $40 million). Transfers from five wallets did not go to known exchange addresses. ▪️ According to Galaxy Research, old/dormant Bitcoin activity fell to the lowest level since 2022 in Q2.

Daily Crypto Report | August 28, 2026 Bitcoin fell back below $79K after a speech by Federal Reserve Chair Kevin Warsh at Jackson Hole. 👇 Highlights: ▪️ Fed Chair Kevin Warsh said that inflation is still the Fed’s top priority and that there is “work to be done” if progress toward the goal is not fast enough. ▪️ After Warsh’s remarks, bond yields rose and Bitcoin slid to around the $78.7K level. ▪️ About $6.4 billion worth of 81,700 $BTC options contracts expired today. ▪️ Bitcoin futures open interest is declining after the latest rally; leverage on the market has been somewhat cleaned up. ▪️ For the U.S. nonfarm payrolls, the March 2026 benchmark was revised ahead by -79K. ▪️ Canada’s economy grew by 3.3% annualized in Q2. ▪️ Ripple-backed XRP treasury company Evernorth has inched closer to a shareholder vote on the Nasdaq path. The main takeaway for today is clear: Warsh’s hawkish inflation message and the market’s re-positioning following the $6.4 billion BTC options expiry.

Daily Crypto Report | 27 August While Bitcoin retests the 80K area, ETF demand remains strong; however, the market is facing a critical 80K–82K supply wall. 👇 Key highlights: ▪️ US spot Bitcoin ETFs completed their eighth consecutive positive day with net inflows of about $232 million. The eight-day total inflows are around $2.8 billion. ▪️ About 8% of the Bitcoin supply has been acquired in the 80K–82K range. The average cost of ETF investors is also close to the same zone. ▪️ Bitcoin’s 50-week moving average is around the 81.1K level. Therefore, the 80K–82K zone is a significant resistance area both technically and on-chain. ▪️ On Friday, Bitcoin options contracts worth roughly $6.4 billion will expire. Volatility may rise ahead of the larger expiry. ▪️ Diplomatic talks are ongoing between Iran and Oman regarding the Strait of Hormuz. As concerns about energy supply ease, pressure on oil prices may lessen, potentially creating a supportive macro environment for risky assets.

ABD's critical data was released. So what does it mean for crypto? 👇 Wednesday, August 26 | US Data ▪️ Core PCE: 0.2% → expectation: 0.2% ▪️ Q2 GDP second estimate: 1.5% → expectation: 1.5% ▪️ Personal income: 0.4% ▪️ Personal spending: 0.2% Core PCE came in line with expectations, but the annual core inflation remained at 3.3%. Crypto impact: With no major upside inflation surprise, it’s initially reassuring for $BTC. However, the 3.3% year-over-year Core PCE is still well above the Fed’s 2% target. Therefore, the data doesn’t send a “the Fed can cut rates comfortably” message.

Crypto Daily Report of the Day | After Bitcoin rose by approximately 23% in seven days on August 26, it is consolidating in the 78–79K range. 👇 Key highlights: ▪️ US Core PCE came in line with expectations at 0.2% month-over-month. Annual core inflation remained at 3.3%. ▪️ The US economy’s Q2 growth was reported as 1.5% annualized in the second estimate. ▪️ While demand for Bitcoin ETFs remains strong, net inflows in August exceeded $3 billion. ▪️ A Bitcoin options contract of approximately $6.4 billion expires this Friday. Due to the large expiry, volatility could increase. ▪️ As Bitcoin pulls back from the 81K zone, it is consolidating around 78–79K. ▪️ Ethereum developers proposed the first step to protect staking infrastructure against future quantum attacks. ▪️ Bernstein expects Bitcoin could reach the $150K level by mid-2027. Today’s main topic: ETF demand supports the market, but overly optimistic sentiment + 81K resistance + the massive options expiry on Friday keep the risk of near-term volatility high.

Daily Crypto Report | August 25 While Bitcoin tests the $81k level, ETF inflows and major short liquidations are driving the main agenda in the crypto market. 👇 ▪️ US spot $BTC ETFs recorded a net inflow of $337.56 million on Monday. Reaching a positive streak of 6 trading days, the same day saw $115.57 million in inflows into Ethereum ETFs. ▪️ While Bitcoin rose as high as $81,265, it met selling pressure around the 50-week moving average. In the latest rally, futures open interest falling to the lowest level in five months suggests that a significant portion of the move was driven by the closing of short positions. ▪️ US spot Solana ETFs logged the largest daily inflow of the year at $33.5 million on Monday. The positive streak is 5 days, and cumulative net inflows reached a record $1.22 billion. ▪️ In the US, tomorrow the July Core PCE data will be released. Ahead of the inflation indicator closely watched by the Fed, volatility and position adjustments are being monitored in the markets. ▪️ According to Bloomberg, the US administration is considering an additional 7.5% tariff on Chinese goods. Reuters could not independently verify the report. Canada announced that new retaliatory tariff measures against US goods will take effect on September 8. Market focus: whether ETF inflows will continue, and the Core PCE data to be released tomorrow.

Daily Crypto Report | August 24 Bitcoin, after last week's 23% rally, is again testing the 79K level while new developments are taking place on the institutional side. 👇 Highlights: ▪️ US spot Bitcoin ETFs recorded net inflows of approximately $1.92 billion last week, while Ethereum ETFs saw $697 million in net inflows. ▪️ As $BTC moves back toward the 79K area, the 81K–82.8K range remains a technically significant resistance zone. ▪️ Solana validators are voting on new proposals that could reduce the growth of SOL supply. One of the proposals could increase daily SOL burning from about 650 SOL to the 7,500–9,000 SOL range. ▪️ BitMine bought 32,447 $ETH worth about $81 million last week. The company's total Ethereum holdings are approaching 5.85 million ETH. ▪️ Strategy raised around $2 billion in capital but did not make any new Bitcoin purchases last week. The company's BTC holdings remained at 840,447 BTC; total dollar liquidity rose to $6.69 billion.

Economic Calendar of the Week & Impact on Crypto (24 - 28 August) - Save it, let’s track the market together. This week, the most important headlines for the crypto market will be the US inflation data and Fed Chair Kevin Warsh’s Jackson Hole speech. 📌 Tuesday, 25 August • Minutes of the Reserve Bank of Australia meeting • Germany Ifo Business Climate While it will be followed in terms of global risk appetite, its direct impact on crypto may be limited. 📌 Wednesday, 26 August | 15:30 🇹🇷 • US Core PCE — previous: 0.1% | forecast: 0.2% • Durable Goods Orders — previous: 0.3% | forecast: 0.7% • US Q2 GDP, second estimate — previous: 2.1% | forecast: 1.5% • Personal Income — previous: 0.2% | forecast: 0.3% • Personal Spending — previous: 0.3% | forecast: 0.2% This is the first big volatility window of the week. 🔴 If Core PCE comes in above expectations → inflation worries rise → bond yields/USD rise → pressure could build on $BTC. 🟢 If it comes in below expectations → rate-cut expectations may strengthen → risk appetite increases → could be priced more positively for crypto. 📌 Thursday, 27 August • Germany GfK Consumer Confidence Direct impact on crypto is expected to remain limited. 📌 Friday, 28 August • Canada Q2 GDP — 15:30 🇹🇷 • Fed Chair Kevin Warsh — 17:00 🇹🇷 • US Non-Farm Employment annual prior revision — 17:00 🇹🇷 In Warsh’s Jackson Hole messages, special attention will be paid to the tone regarding inflation, rate cuts, and financial conditions. 🔴 More hawkish Fed → bond yields/USD rise → risk of pressure for crypto. 🟢 More dovish Fed → rate-cut expectations rise → could be supportive for risk assets. 🎯 The week’s most critical day: Wednesday, 26 August. PCE + growth data may reprice Fed expectations; on Friday, Warsh’s speech will show how much these expectations are supported by the Fed.

Crypto Daily Report | August 22 Bitcoin, after rising by about 25% in a few days, is consolidating in the $77K zone. 👇 Key highlights: ▪️ The U.S. Treasury increased its long-term bond repurchases from $2 billion to $4 billion per transaction. The decline in long-term yields was one of the catalysts for the $BTC rally. ▪️ U.S. spot Bitcoin and Ethereum ETFs ended the week with strong net inflows. Institutional demand for BTC ETFs clearly accelerated throughout the week. ▪️ In the latest rally, more than $4 billion in crypto short positions were liquidated. The short squeeze significantly accelerated price movement. ▪️ The use of stablecoins in micro-payments by AI agents is growing. Coinbase's x402 network has processed over 165 million payment transactions. ▪️ Zcash - $ZEC , along with developments in Grayscale’s spot ETF conversion process and heavy derivatives trading activity, broke above the $800 level. The ETF has not yet been approved by the SEC.