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Top-100 Capital Is Back With the Big Names CryptoRank removed stablecoins from the Top 100. In that set the crypto MAG7 hold 92.1% of market cap. $BTC alone is 66.6%, more than five years ago. The other 93 names split 7.9%. This is the 2021-style mix again. This is not a broad alt bid. It is capital sitting at the top. In 2021 that hold later broke when dominance slid toward 40% and alts ran. MAG7 share of Top 100: 92.1% Bitcoin share: 66.6% rest of the seven: about 25.5% rest of Top 100: 7.9% That matters because total market cap can rise while most alts still get a thin slice. If 92% of the set is seven assets, new money does not have to rotate for the overall cap to look stronger. The catch is the label. Reported Bitcoin dominance sits in the high-50s because USDT and USDC sit in the full market. This 66.6% is Bitcoin after stables are removed. So the market can look larger and still stay top-heavy again. Until that 92.1% share breaks down, the bid stays with $BTC and a handful of majors, not spread across the rest of those Top 100 names now. #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $ETH

Solana Apps Took In $5.09 Million of Revenue Yesterday That was the top chain on the day, and the gap was wide. According to DefiLlama, on-chain app revenue across the five tracked networks totaled $15.1 million on September 9. $SOL led with $5.09 million — about 50% more than BNB Chain at $3.3 million. Robinhood Chain was close behind BNB at $3.24 million. Key Details: > September 9 total: $15.1 million. > Solana: $5.09 million. > BNB Chain: $3.3 million. > Robinhood Chain: $3.24 million. > Hyperliquid L1: $1.95 million. > Ethereum: $1.52 million. Revenue is fees apps keep, not trading volume. Solana’s lead means more paid activity landed there yesterday. Robinhood Chain already sitting next to BNB on a daily print is the newer line to watch. One day does not lock the ranking for the month. App Revenue Sept. 9: Solana $5.09M, Then BNB $3.3M and Robinhood Chain $3.24M #BTC Price Analysis# #Solana flip Ethereum?# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC $SOL

this is one of the more interesting shifts happening in crypto right now. projects have spent a record $638m buying back their own tokens in 2026 so far. and the spending is heavily concentrated: ~$370m — Hyperliquid ~$200m — Pump fun ~$30m — Chainlink ~$26m — Sky ~$14m — Jupiter Hyperliquid and Pump fun alone account for almost 90% of the total. what’s interesting is that buybacks are becoming a much bigger part of crypto tokenomics. instead of simply issuing a token and hoping demand catches up, protocols with real revenue can now use that revenue to continuously buy their own tokens. Hyperliquid takes this especially far, directing roughly 99% of eligible trading fees toward HYPE buybacks. it’s starting to feel like crypto is slowly figuring out what real value accrual for tokens can look like. but buybacks alone obviously don’t make a token valuable. the protocol still has to keep earning. #Bitcoin Price Prediction: What is Bitcoins next move?# #pumpfun $BTC $HYPE #Bullish

Bitcoin Dropped $1,200 in One Hour. $70M Longs Were Liquidated. $BTC sold from the mid-$78,000s to $76,936 in about 60 minutes. That $1,200 decline stopped out around $70 million of leveraged longs. $78,000 broke first. $77,000 followed with almost no bounce. This was a sharp selloff. Price lost the rebound, longs were forced out, and the index printed $76,936. On about 20 million coins, a $1,200 move takes close to $24 billion off Bitcoin’s market cap. $70 million in liquidations is modest versus a full washout. It is still enough to accelerate the move when liquidity is light. mid-$78,000s: session high area $78,000: first handle lost $77,000: second handle lost $76,936: low after $70M longs were stopped out That matters because $78,000 did not hold. Until that level is reclaimed, this reads as a breakdown, not a dip that already reset. A move back through $78,000 would stabilize the session. It would not, by itself, put $80,000 back in play. #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC $XRP

NEW: NMTD8 Is Long About $16.5 Million of HYPE on Hyperliquid The trade is working. The book is still open. According to the position data, trader NMTD8 (thankjeff.eth) is long $16.46 million of $HYPE at 10x, entered at $62.52. HYPE is near $83.13, about 33% above that entry, for an unrealized gain of about $4.09 million on that leg. Arkham shows the labeled account at $11.38 million, with $8.12 million across 24 Hyperliquid perp positions. Key Details: > HYPE long: $16.46 million notional, 10x, entry $62.52. > Mark near $83.13. Unrealized on that position: about +$4.09 million. > Account value: about $11.34–$11.38 million. Unrealized PnL across the whole book: about +$1.71 million. > Spot HYPE on the Arkham page: 8,700 tokens, about $725,000. > Flow graph is centered on Hyperliquid, with large historical volume versus Hyperliquid, HyperLend, and HypurrFi. A 33% run on a 10x long is a large winner. It is still mark-to-market. Account equity under the notional means a sharp HYPE reversal would cut the gain fast. Taking partial profits versus riding $83 is the live choice. NMTD8: $16.5M HYPE Long at $62.52, +$4.1M as Price Hits $83 Address label: thankjeff.eth / NMTD8 Do you take $4 million off a 10x winner here, or let HYPE run while the position stays green? #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC $HYPE

Gold and Silver Sold Off Hard After the Hot PPI Print The metals gave back a large slice of this week’s bid. According to the CFD charts, $XAUt dropped from above $4,430 an ounce to about $4,333.50. Silver fell from near $68 to about $64.21. Reports put the combined gold and silver market about $800 billion lower over six hours. That is the two metals marked down in price — not $800 billion of bars changing hands. Key Details: > Gold: high above $4,430, last near $4,333.50. > Silver: high near $68, last near $64.21. > Trigger: August PPI at +0.4% month-over-month and +5.4% year-over-year, a two-month high on the annual rate. > Hot producer prices lift rate-hike odds, which typically support the dollar and yields and pressure non-yielding metals. This is a fast inflation-data flush. Friday CPI is still the bigger print. If consumer inflation also runs hot, gold and silver can stay heavy. If CPI cools, this six-hour drop is the discount. $XAUt to $4,333 and Silver to $64 After PPI — About $800B Off Combined Market Value in Six Hours Do you buy this metals dip into Friday CPI, or wait for the consumer number before stepping back in? #BTC Price Analysis# #Macro Insights# $BTC #Gold

The Altcoin-to-Bitcoin Ratio Is Sitting on Multi-Year Support The chart is a relative-strength map, not a dated pump timer. According to the two-week OTHERS/BTC chart, the market cap of coins outside Bitcoin versus Bitcoin is near 2.31 million on this scale. That area lines up with a rising support line that held before the 2017–18 and 2020–21 alt runs. The upper trendline that connected those prior peaks is the projected “Altseason 2026” zone on the chart. Key Details: > OTHERS/BTC measures whether altcoins are gaining or losing on Bitcoin. > Prior major alt runs started after this ratio held the rising base (green circles) and then stretched toward the upper line. > Current reading: about 2.31M, on the support line. > The 2026 target on the chart is a projection to that same resistance, not a confirmed breakout. A base on OTHERS/BTC means alts have stopped bleeding against Bitcoin. A real altseason needs Bitcoin to hold its own level — around $80,000 now — while this ratio turns up. If Bitcoin breaks down, the ratio can sit on support and alts still fall in dollars. OTHERS/BTC at 2.31M on Rising Support — Same Setup That Preceded Prior Alt Runs #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC $XRP

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