Itz_t_crypto

Bye #Binance

Is Bitcoin's rally running out of steam?

A new cryptoquant report shows $BTC 's bull market remains intact, but fatigue signals are mounting:
🔹 Trader unrealized profit margins hit 33% (highest since Dec 2024)
🔹 Sept 22 recorded 2026's largest single-day realized profit taking (25.7K BTC)
🔹 Altcoin exchange inflows spiked to their highest since Oct 2025

Analysts note $80K (365-day MA) as key support to watch for healthy consolidation. #bitcoin

Strategy sets a new all-time high Bitcoin treasury record

🔹 Purchased 1,665 $BTC for $142.7M at ~$85,681/coin (Sept 21–27)
🔹 Total holdings reach a record 847,666 BTC (surpassing the prior June 22 record)
🔹 Funded via MSTR equity sales, while also completing a $151.7M $STRC preferred share buyback

Corporate accumulation surges ahead.

Binance is overhauling its account structure for TradFi expansion
🔹 Sept 29 – Jan 2027: Crypto assets in Funding Accounts move to Spot Accounts (manual & auto-batches)
🔹 "Stocks Account" Rebrand: Funding Accounts will be repurposed strictly for equities & stock options clearing
🔹 Settlement: Trades cleared using USD, USDC, USDT, USD1, U, and $BNB

On-chain deposits to Funding Accounts stop Sept 29 as Binance consolidates crypto under Spot.
#redpacket

Crypto usage didn't break during the $2T market drawdown

chainalysis' 2026 Index shows global on-chain activity dipped just 1.6% to $9.4T despite market caps halving:

🔹 Cross-border stablecoin flows surged +77.5% ($220B)
🔹 P2P transfers jumped +303%
🔹 Brazil ranked #1 globally in adoption (ahead of US, Nigeria, Japan, SK)

Real-world utility is decoupling from price speculation

Bitcoin flashed a bull market crossover last seen in 2023

🔹 MVRV ratio crossed back above its 365-day moving average on Sept 21
🔹 Indicator rose to 1.62 (up from 1.19 in mid-August)
🔹 glassnode notes identical signals marked the start of the 2019 & 2023 bull runs

crypto quant confirms a sustained hold above this level signals the end of the bear market. $BTC

Strategy is back to buying Bitcoin after a 3-week pause 🟧

🔹 Acquired 950 $BTC for $75.7M (Sept 14–20)
🔹 Total holdings now hit 846,000 BTC (~4.03% of total supply)
🔹 Just 1,363 coins short of its all-time record set in June

saylor teased the buy on Sunday with his signature "A little more orange" chart update ahead of Monday's 8-K filing. 📊 $MSTR #crypto

Grayscale gives clients the "green light" to add Bitcoin exposure 🟢

At the Avalanche Summit, Research Head Zach Pandl reaffirmed that $BTC 's ~$58K June low was the cycle bottom:

🔹 Structural Trend: Sustained digital asset adoption
🔹 Cycle Position: Bear market phase completed
🔹 Macro Conditions: Macro backdrop aligning

All 3 internal criteria met to resume allocation. #BTC

The CLARITY Act stalled in the Senate after a key 50–49 procedural vote failure

🔹 GOP rejected a last-minute Democratic counteroffer on Sept 15, calling it unchanged
🔹 Senate Democrats held firm, citing weak ethics rules over President Trump's crypto holdings & DOJ enforcement
🔹 Polymarket odds dropped to 14% prior to the vote failing short of the 60-vote threshold

Major setback for comprehensive US market structure rules ahead of midterms.

The goob news is that $BTC and crypto did not dwell on it

Strategy chose stock buybacks over buying more Bitcoin last week

🔹 Repurchased $139.3M of its STRC preferred stock (Sept 8–13)
🔹 BTC holdings stayed flat at 845,050 BTC (~$65.7B) for a 2nd straight week
🔹 USD Cash reserve sits at $1.3B ($5.1B total USD reserves)

Saylor has also paused his regular Sunday Bitcoin tracker updates as the firm prioritizes retiring preferred equity. $MSTR $BTC

"We must slow the pace at which we improve AI capabilities." ⚠️

Anthropic CEO Dario Amodei published a major essay calling for a global "speed limit" on frontier AI models:

🔹 Capability gains are outpacing safety alignment & control
🔹 Cites recent AI agent sandbox breakouts as critical "warning shots"
🔹 Warns uncontained agents could target infrastructure within 6–12 months

Proposes 3-step pacing framework for labs & regulators. #AI $NVDA.US

Consensys is splitting into two separate entities by end-2026 🔄

🔹 MetaMask: Rebranding parent firm to focus strictly on consumer finance (mUSD stablecoin, card, yield)
🔹 Consensys: New entity housing Ethereum protocol tech & institutional infra (Linea, Besu)

❓ Neither company confirmed IPO timelines or $MASK token plans alongside the announcement. #Ethereum #MetaMask $ETH

Solana set an all-time record for single-day token creations ️

🔹 >263,000 new SPL tokens minted on Sept 10 (dwarfing Dec 2024's ~50K peak)
🔹 Pump.fun led launchpads with 34.1K launches & $1.8M in 24h revenue
🔹 Massive gap shows high volume being minted directly on-chain

Automated token creation scaling to new heights. If only people will use their money wisely insread of gambling. $SOL

Bitmine is weeks away from owning 5% of all Ethereum

🔹 Added 28,086 $ETH last week (now holding ~5.93M ETH worth $14.8B)
🔹 Reached 97% of its 5% total supply target (~171K ETH to go)
🔹 ~85% of holdings are staked, driving hundreds of millions in projected yield

ETH outperformed the S&P 500 by +54.3% in Q3 through Sept 4.

Is the Fed capping Bitcoin's ceiling at $80K?

CoinShares' James Butterfill notes $BTC is trading like gold, with flows tracking rate expectations rather than macro exits:

🔴 $100M outflows after Chair Warsh’s hawkish Jackson Hole speech
🔵 $1B inflows back in after Gov. Waller’s softer rate remarks

All eyes on Friday's CPI print to break the range.

Institutional demand for Bitcoin is ramping up

🔹 US Spot BTC ETFs brought in $986.9M last week
🔹 3-week inflows now hit $3.8B (best streak of 2026)
🔹 Total net assets reached $101.3B

Heavy inflows continue to erase early 2026 outflows as YTD flows approach net positive territory (though still about $1 billion in the red to catch up to)
$BTC

Bitcoin dipped below $78K to start September as markets adjust to post-Jackson Hole macro pressure

🔹 Fed Chair Warsh's hawkish tone pushed 10Y yields up to ~4.78%
🔹 September 16 FOMC hike odds hovering near ~60%

Analysts watching $75K support & $82K resistance closely. #bitcoin $BTC

No need to chase in between, wait fora breakout

$29.5 BILLION in single-month transfer volume.

On-chain tokenized equities just underwent a parabolic surge over the 30 days ending August 29:
• Transfer Volume: Up 415% to $29.5B.
• Active Addresses: Jumped 209% to 1.3 Million.
• Concentration: 81% of total value sits across Ondo, Kraken (xStocks), and Coinbase.

The real narrative isn't just retail demand—it's utility infrastructure:
1️⃣ Coinbase went live with native B20 tokenized equities on Base.
2️⃣ Bitwise launched automated, smart-contract equity index vaults.
3️⃣ Bybit began accepting tokenized stocks directly as margin collateral.

Traditional stock trading is no longer trapped in T+1 legacy settlement hours.

#RWA

The signal hit on Sunday—and the SEC filing landed on Monday morning.

Michael Saylor’s two-word X post (“We’re ₿ack”) officially marked the end of Strategy’s 10-week buying hiatus:

• New Purchase: 4,603 BTC for ~$369.7 Million (avg $80,318/BTC).
• Total Holdings: 845,050 $BTC

During the summer pause, Strategy built a $6.71 Billion cash/reserve fortress. With nearly four years of preferred dividend payouts fully insulated, the capital flywheel is officially back in full accumulation mode.
#bitcoin

"Bitcoin will, for sure, become more important than gold—and it could happen this bull run."

At Bitcoin Asia 2026 in Hong Kong, Binance founder CZ dropped major macro targets:
• The Gap: Gold is currently ~10x larger ($32T vs $1.6T), but the convergence is accelerating.
• The $1M Target: Seven-figure Bitcoin will arrive "much quicker" than the standard 25-year predictions.
• Sovereign Playbook: CZ recommends national reserves hold ~50% $BTC , 10-20%$ETH , and select large caps.

When sovereign balance sheets start adopting crypto native frameworks, the multi-trillion-dollar monetary rotation moves into hyperdrive.

#CZ