TEKT0NIC 1

Zcash Added a $21B Cap — and Is One Spot From Hyperliquid Bitcoin held the market first, then a few alts followed — and now $ZEC is near $1,250. That is up almost 8% on the day and about 54% on the week. Market cap is $21.09 billion, 10th place, right under Hyperliquid in 9th. Why the move stands out: Zcash is not a new listing. It is an old name forcing its way back into the top 10 after a one-month gain of about 151%. Intraday it traded $1,146 to $1,292. > price → about $1,250 > day → +8% > week → +54% > month → +151% > market cap → $21.09 billion > supply → 16.86 million ZEC / 21 million cap The ranking fight is clean: one more bid could take HYPE’s ninth spot. There is still something to watch: a 54% week can retrace hard. For now the market is pricing one thing — $ZEC is close enough that ninth place is in play. #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC

Kalshi Puts a 50% Chance on Bitcoin Hitting $85,000 by October 2 The crowd is split down the middle. According to Kalshi’s “When will Bitcoin hit $85k?” market, the contract for a print by October 2, 2026 is at 50%. Bitcoin is still around the high $70,000s to $80,000. $85,000 sits just above the May-highs zone near $82,000–$83,000. Key Details: > Probability: 50% that $85,000 trades by October 2. > That is a coin-flip from here — not a strong consensus. > $85,000 is about $5,000 above the current area and above first resistance. > Friday CPI can move this number quickly if hike odds jump or fade. A 50% reading means traders see a real path through $83,000 this month. It also means half the market does not. The level that decides it is still the same: hold $80,000, clear $83,000, then $85,000 is a short run. Lose $80,000 and this contract gets marked down. Kalshi: 50% Odds Bitcoin Reaches $85,000 by October 2 Do you take the $85,000 side of that coin flip, or do you wait for a weekly close above $83,000 first? #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC $ETH

Major Central Banks Are Still Expanding M2 The money-supply charts are all pointing up. That is not the same thing as a guaranteed Bitcoin price. According to the weekly M2 series, U.S. M2 is about $23.16 trillion, up $99.6 billion on the latest print. China’s M2 is about 356.7 trillion yuan. Euro-area M2 is about $16.44 trillion. Japan’s M2 is about 1,297 trillion yen. All four lines have been rising into 2026 after the post-2022 dip in the U.S. series. Key Details: > M2 is a broad measure of money in the system — cash, checking, and close substitutes. > U.S. M2: $23.16 trillion, +$99.6 billion. > China M2: 356.7 trillion yuan, still climbing. > Euro-area and Japan M2 are also at or near cycle highs on these charts. More M2 can support higher nominal prices for scarce assets over long stretches. It does not lock in $1,000,000 Bitcoin on a timetable. That path still depends on flows, rates, and whether Bitcoin keeps taking a larger share of that liquidity. The honest read is: the printing did not stop. The $1 million target is a thesis, not a print on this chart. Global M2 Still Rising: U.S. $23.2T, China 357T Yuan, Europe and Japan Higher Too #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC $ETH

prediction markets generated more than $1b in fees this summer. around $1.08b in fees were generated during the summer, with july alone accounting for $402m. a big part of that activity came from the 2026 FIFA World Cup, which pushed prediction market trading to record levels. kalshi, polymarket and polymarket us processed around $50.6b in combined volume during july, the highest monthly total on record. since the start of 2026, prediction markets have generated around $1.82b in fees. that means roughly 59% of all fees this year were generated during the summer. the World Cup may have been a major catalyst, but the amount of money flowing through these markets shows how quickly the sector is growing. prediction markets are becoming a much bigger part of onchain and event-based trading. #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC $ETH

Sui and XRPL Led Weekly Stablecoin Growth Sui’s stablecoin market cap rose 5.2% last week. The XRP Ledger rose 11.3% and is now above $1 billion. XRPL’s stack is about $1.09 billion, and almost all of that is Ripple’s RLUSD. Sui is still a smaller stablecoin chain, in the mid-hundreds of millions. XRPL just cleared a round number that payments chains care about. More dollars on a ledger means more room for transfers, treasuries and settlement. The week’s leaders: > Sui stablecoins: +5.2% > XRPL stablecoins: +11.3% > XRPL total: past $1 billion (~$1.09B) > main XRPL dollar: RLUSD, about $1.03 billion > XRPL 30-day transfer volume: about $5.3 billion That matters because new USDT and USDC usually land on Ethereum, Solana or Tron first. A weekly lead from SUI and XRPL means some of that flow is going to other rails. The catch: a fast week on a smaller base is easier than a fast week on a $100 billion chain. XRPL crossing $1 billion is the cleaner milestone. Sui’s 5.2% is growth. It is not the same scale. #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC $XRP #Altcoin Season#

Solana Has 6.2 Million Monthly USDC Senders — 42% of the Network Total More people are moving Circle’s dollar on Solana than on any other chain. According to Token Terminal as of September 9, 2026, Solana recorded 6.2 million unique addresses that sent USDC over the last 30 days. That is 42% of all USDC senders across the 34 chains tracked, and about 2.5 times Base, the next network at 2.5 million. Key Details: > Solana: 6.2 million monthly USDC-sending addresses. > Base: 2.5 million. > Ethereum: 2.0 million. > BNB Chain: 1.4 million. > Arbitrum One: 1.1 million. Unique senders measure how many wallets made a USDC transfer, not how many dollars moved. Solana’s lead means the dollar stablecoin is being used by more addresses there — cheap fees and fast settlement are the usual reason. It does not automatically mean Solana has the most USDC locked. USDC Senders, 30 Days: Solana 6.2M, 42% of All Addresses, 2.5× Base Do you treat sender count as the real stablecoin scoreboard, or do you still weight total USDC value on each chain first? #BTC Price Analysis# #Altcoin Season# $USDC $SOL #Solana flip Ethereum?#

NEW: Glassnode Puts Thursday’s Bitcoin ETF Inflow at $643 Million That is the largest single day on this series since January. According to Glassnode, U.S. spot Bitcoin ETFs took in $643 million last Thursday. The print follows August, the strongest month of 2026 for those funds. Price on the same chart is back near $80,000 after the mid-year dip. Key Details: > Thursday inflow on the Glassnode series: +$643 million. > That bar is the biggest green day since January. > August was already the best month of 2026 for spot Bitcoin ETF flows. > Other trackers printed a still-larger Thursday total near $731 million — same day, same direction, different methodology. A $643–$731 million day is real fund demand, not only short covering. It arrived as Bitcoin reclaimed $80,000. The follow-through test is whether flows stay green into this week’s CPI, not whether one Thursday was large. Spot Bitcoin ETFs: +$643M Thursday, Largest Glassnode Day Since January Do you need another $500 million-plus day to trust this bid, or was August plus this print already enough? #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC $ETH

Hyperliquid Is Still a Perp Wave, Not a New Chain This is the story people want: $HYPE rolling over Bitcoin, Ethereum, Solana and the rest. The numbers say something tighter. Hyperliquid’s all-time protocol revenue is about $1.27 billion. Native perps are $1.15 billion of that. Spot, HIP-3, auctions and gas are still a small slice. That is why the logo sits on a wall of volume. Traders are using one book to long and short $BTC , ETH, SOL and tokenized names. They are not flipping those networks. They are routing leverage through Hyperliquid. What the fee mix still shows: > native perps: $1.15 billion > all-time protocol take: about $1.27 billion > spot: $46.9 million > HIP-3 perps: $25.3 million > HyperEVM gas: $14.7 million > peak day: $9.08 million on Oct. 10, 2025 That matters because a perp DEX can look like it is eating crypto when it is only eating the derivatives tape. Other altcoins still settle value on their own networks. Hyperliquid settles the trade. Perp volume can dry up fast. Until spot and the EVM pay real fees, this wave is one product. Leverage. Not a new chain under it. #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC $HYPE

Jack Dorsey’s Block Wants a Federal Trust Bank Charter Block has applied to the OCC for a national trust bank charter. The plan is institutional Bitcoin custody. It would not take deposits and would not make loans. Approval is still pending. This is the same charter type other crypto firms have been chasing: a federal wrapper for holding client assets, not a full bank. Circle already got one. Ripple, BitGo, Coinbase and others are in the same queue. A trust bank can custody coins under OCC rules. It cannot run a checking account or a loan book. What Block is asking for: charter: national trust bank, OCC product: institutional $BTC custody deposits: none lending: none status: applied, not approved That matters because Block already touches Bitcoin through Cash App and Bitkey. A trust charter would let it hold coins for institutions under a federal license instead of only state or third-party custody. An application is not a bank. Until the OCC says yes, this is a filing, not a new custodian. The structure is still the point: custody without becoming a lender. #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC $XRP

the RWA market is getting harder to ignore. the market has now reached around $45b, up roughly 17x over the last 3 years. but the number that caught my attention is how much the market is diversifying. you now have major names like J.P. Morgan alongside issuers such as Superstate, Securitize, Ondo and others. J.P. Morgan alone has around $900m in RWA value on the chart. and this isn’t just about more assets being tokenized. the market now has around 4m RWA holders, while RWA DEX volume is near $476m over 24h. more issuers, more holders and more traditional financial firms entering the space. that makes the growth look a lot more sustainable. #BTC Price Analysis# #Macro Insights# $BTC $ETH #RWA

Strategy Did Not Touch Its Bitcoin This Week Michael Saylor’s company still holds 845,050 $BTC . There were no buys and no sells in the past week. The stack is unchanged after last month’s $370 million purchase of 4,603 BTC, which ended a summer pause. That purchase lifted the treasury back to 845,050 coins at an average cost of about $75,412. Total cost basis is about $63.73 billion. At prices near $80,000, the position is worth roughly $67 billion. Where the treasury stands: > holdings: 845,050 BTC > this week: no buys, no sells > last add: 4,603 BTC for $370 million in late August > average cost: about $75,412 > cost basis: about $63.73 billion That matters because Strategy is still the largest public $BTC treasury. A quiet week means the firm is not adding into the rebound and not selling into it either. Unchanged is not the same as idle forever. The last cycle already showed they can sell to fund dividends, then buy again. This week they just held. #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $ETH

Bitcoin’s Weekly Supertrend Has Flipped Green Again The last time this line turned up, a large bull market followed. That does not automatically mean the same percentage run starts today. According to the weekly Supertrend chart, the indicator flipped green at the late-2022 / early-2023 low. $BTC then advanced from the mid-teens to a cycle high above $120,000. A new green mark is now printing under the 2026 low, with price around $78,460. Key Details: > Supertrend green = the weekly model is treating the trend as up. > Prior flip on this view: early 2023, after the $16,000 area low. > That advance reached above $120,000 — several hundred percent from the flip zone. > Current price: about $78,460, still under the declining red Supertrend shelf from the 2025–26 breakdown. A repeat of “+500%” would require a new cycle high far above $120,000. The honest read is simpler: the same weekly tool that marked the last major low is turning up again. Confirmation is a weekly close that holds the green line. Failure puts the indicator back in the way as resistance. Weekly Supertrend Green Again Near $78,500 — Last Flip Came Off the 2023 Low #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC $XRP

Bitcoin Is Trading Like Gold Again, CoinShares Says CoinShares says $BTC has started moving with gold, not with risk assets. The reason is the debasement trade: buyers using scarce assets as a hedge after fresh worry about US debt and the Treasury stepping up purchases of long-dated bonds. That bid helped lift Bitcoin from the low $60,000s toward $80,000. Gold moved with it. The idea is simple. If people trust the dollar and Treasuries less, they buy things the government cannot print. What CoinShares is pointing to: > BTC behaving like gold again > trigger: US fiscal worry and long-bond buybacks > move: low $60,000s to about $80,000 > the Fed still caps the rally > a clean break needs either less inflation from Iran or a deeper loss of faith in US debt That matters because for most of this cycle Bitcoin often traded like a tech stock. A gold-like tape means rate news and debt news move it more than NFT or altcoin headlines. The catch: trading like gold did not stop Friday’s jobs dump. A hot payrolls print made hike odds rise, and both gold and Bitcoin sold. The debasement bid can bring $BTC back. The Fed can still knock it down. #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $XAUt

Bitcoin’s Spot Order Mix Is Improving — $82,000–$83,000 Still Has to Be Absorbed The bounce looks better on structure. It is not confirmed until spot size shows up through resistance. According to CryptoQuant’s spot average order-size map, large whale orders (green) were active through the mid-2026 dip near $60,000–$70,000. Retail clusters (red) marked prior local highs. Price is back near $80,000. The next test is whether that same spot bid can take the $82,000–$83,000 supply. Key Details: > Green dots = larger whale-sized spot orders. Red = smaller retail-sized orders. > Whales were more visible on the way down and through the base. Retail showed up more near prior peaks. > Structure has improved: higher lows off the summer floor, ETF inflows green again, price back on the 50-week average. > Confirmation is not $80,000. It is a hold through $82,000–$83,000 — the May-highs zone. A healthier order mix means the dip was not only leverage covering. A breakout still needs spot demand to lift offers at $82,000–$83,000. If those levels reject again with small order sizes, this remains a range. Spot Order Size: Whales Present on the Dip — $82K–$83K Is the Confirmation Zone Do you buy a break of $83,000 only if whale-sized spot stays green, or is the reclaim of $80,000 already enough? #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC $ETH

Crypto Fear & Greed Is at 72 — Still in Greed, Not Extreme Sentiment has recovered with the price. It has not gone off the top of the gauge. According to CoinMarketCap’s Crypto Fear and Greed Index, the reading is 72 (Greed). Yesterday was 73. Last week was also 73. Last month was Neutral at 40. The yearly high was Extreme Greed at 82 on August 27. The yearly low was Extreme Fear at 5 on February 6. Key Details: > Current: 72, Greed. > One month ago: 40, Neutral. > Yearly high: 82 (August 27). Yearly low: 5 (February 6). > The index jumped with Bitcoin’s move off the mid-year lows toward $80,000. 72 means the crowd is optimistic again. It is not the 80-plus zone that marked the most stretched readings this year. In a range around $80,000, a pullback toward Neutral would be the reset some traders want before the next push. A run straight to Extreme Greed from here would mean the move is getting crowded before $83,000 is even cleared. Fear & Greed at 72: Greed, Below the August 82 High Do you wait for this gauge to cool off before adding, or do you stay long while it holds the 70s? #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC $ETH

RWA Perps Already Did $2T This Quarter Trading in real-world asset perpetual futures has hit $2 trillion in Q3 2026. That is already above Q2’s $1.27 trillion, with about three weeks left in the quarter. These are not spot tokens sitting in a vault. They are leveraged contracts on stocks, commodities, indices and other off-chain assets, traded 24/7 on crypto venues. Tokenized equities and names like SpaceX helped build this book earlier in the year. HIP-3 markets have been doing most of the volume. The quarter so far: > Q3 RWA perp volume: $2 trillion > Q2: $1.27 trillion > time left in Q3: about three weeks > what is trading: stocks, commodities, indices, other RWAs > HIP-3 share: above 87% as of late August That matters because on-chain derivatives used to mean $BTC and $ETH . A large share of new perp flow is now a bet on traditional assets without a brokerage account. The catch: $2 trillion is trading volume, not $2 trillion of real stocks locked on-chain. Most of this is synthetic exposure. Volume can vanish as fast as it showed up. The number says the product is being used. It does not say traders own the underlying. #BTC Price Analysis# #RWA $BTC $ETH

Short-Term Bitcoin Whales Are Sitting on $9.07B in Paper Profit Unrealized profit for short-term holder whales just hit $9.07 billion, the most since 2016, according to CryptoQuant. These are large wallets that bought $BTC in the last 155 days. After months in the red through 2026, the August rebound flipped that book into a record gain. This is not cash in the bank. It is mark-to-market profit on coins that have not been sold yet. Short-term whales have a history of being first to sell when price stalls. What the chart is showing: > STH whale unrealized P&L: $9.07 billion > highest since 2016 > long stretch of losses through mid-2026 > flip came with the bounce toward $80,000 > 30-day average is turning up with the spike That matters because paper profit can turn into supply. If $BTC wobbles, these wallets are the group most likely to lock in gains. That is the selling pressure the analyst is flagging. A record profit print is not a buy signal. It is a warning that the newest large buyers are finally green — and green short-term whales often sell. #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $XRP

Robinhood Chain DEX Spot Volume Hit $10.5 Billion Last Week On-chain trading on that network is no longer a side market. According to CryptoRank, weekly spot volume on Robinhood Chain DEXs reached $10.5 billion — about 3.5 times the level at the start of August. That puts the chain second by weekly DEX spot volume. Uniswap handled 79% of last week’s volume on the network. Key Details: > Robinhood Chain weekly DEX spot volume: $10.5 billion. > Increase since early August: about 3.5×. > Rank: second by weekly DEX spot volume. > Uniswap share on the chain last week: 79%. A tripling of volume in a month is a usage spike. Concentration on one DEX means the figure can move fast if that venue cools off. Holder growth in tokenized stocks and this volume print are pointing at the same theme: more traditional-market activity is happening on a small set of chains. Robinhood Chain: $10.5B Weekly DEX Spot Volume, 3.5× Since Early August Do you treat this as a durable new venue, or as volume that still has to hold after the first burst? #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC $ETH #Bullish

Bitcoin’s Link to Stocks Just Fell to 2015 Levels $BTC ’s correlation with the S&P 500 has dropped to a zone last seen around 2015. On the chart, stocks are still making higher highs. Bitcoin is not. The purple correlation line has broken down the same way it did before the 2017 bull market. This is not “Bitcoin is crashing while stocks crash.” It is the opposite setup. The two assets had been moving together for years. That tie has snapped. Bitcoin is trading on its own tape again. What the chart is showing: > last similar break: around 2015 > next big BTC run after that: 2017 > now: correlation back near that floor > S&P 500 still rising > Bitcoin flat to lower versus that stock bid That matters because high correlation means Bitcoin is just another risk asset. Low correlation means it can rise or fall without the S&P. 2015 was the last time the spread looked this wide. 2015 did come before a bull market. It also came after a brutal bear. Decoupling is not a buy signal by itself. It only says $BTC is no longer copying stocks the way it did from 2020 through 2025. #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $SOL

BlackRock Clients Bought About $687 Million of Bitcoin in Three Days IBIT is doing the heavy lifting again. According to the latest flow figures, BlackRock’s iShares Bitcoin Trust took in $117.4 million on Friday. That was the third straight day of buying. Across those three sessions IBIT clients added $686.8 million of $BTC . BlackRock’s Ether funds bought $74.2 million on Friday, with ETHB now on a four-day buy streak. Key Details: > IBIT Friday: +$117.4 million. > IBIT three-day total: +$686.8 million. > ETH funds Friday: +$74.2 million. ETHB: four-day buy streak. These are client creations into the ETFs, not a discretionary trade off BlackRock’s own balance sheet. Nearly $687 million in three days is enough to matter next to the $80,000 level. It does not clear $83,000 by itself. The question for this week is whether that bid survives Friday CPI, when hike odds can move in a single print. BlackRock IBIT: +$117.4M Friday, +$686.8M Over Three Days Do you expect another $100 million-plus day this week, or does CPI freeze the creations? #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $ETH $BTC