1. BTC Approaches $80,000, Up 23% Week-on-Week, Its Biggest Jump in Two Years
For the first time since mid-May, BTC is again nearing the $80,000 level; this week’s cumulative gain exceeds 23%
2. Dario Makes a Public Call: Suggests “A Little Bitcoin” Allocation
Bridgewater founder warns that a debt crisis could erupt in the U.S. within three years
He recommends hedging fiat depreciation with 10–15% gold plus a small amount of BTC, directly strengthening the “trade on currency depreciation” narrative
3. The U.S. Treasury’s “Operation Twist” is the starting point of this round of market moves
The scale of long-term bond repo operations has doubled to $4 billion per transaction, starting on September 9
But the intervention proved ineffective within 24 hours—secondary-market prices of 30-year Treasuries have fallen to 47% of par value, and long-end selling has not stopped
4. ETFs Raked in $1.92 Billion in Weekly Net Inflows, Highest in 10 Months
BlackRock’s IBIT alone accounted for $726 million
5. Regulatory standoff heats up dramatically
The probability of the CLARITY Act passing plunges to 18% (vote on 9/15)
The CFTC throws out Plan B: create a DCM subcategory for crypto assets, bypassing the legislative deadlock
⚠️ Risk Warning: BTIG warns that a pullback like in 2023 may repeat; XRP has already given back profits of -2.65% today, and Bitstamp briefly crashed by 37%.
#BTC触及80000美元
For the first time since mid-May, BTC is again nearing the $80,000 level; this week’s cumulative gain exceeds 23%
2. Dario Makes a Public Call: Suggests “A Little Bitcoin” Allocation
Bridgewater founder warns that a debt crisis could erupt in the U.S. within three years
He recommends hedging fiat depreciation with 10–15% gold plus a small amount of BTC, directly strengthening the “trade on currency depreciation” narrative
3. The U.S. Treasury’s “Operation Twist” is the starting point of this round of market moves
The scale of long-term bond repo operations has doubled to $4 billion per transaction, starting on September 9
But the intervention proved ineffective within 24 hours—secondary-market prices of 30-year Treasuries have fallen to 47% of par value, and long-end selling has not stopped
4. ETFs Raked in $1.92 Billion in Weekly Net Inflows, Highest in 10 Months
BlackRock’s IBIT alone accounted for $726 million
5. Regulatory standoff heats up dramatically
The probability of the CLARITY Act passing plunges to 18% (vote on 9/15)
The CFTC throws out Plan B: create a DCM subcategory for crypto assets, bypassing the legislative deadlock
⚠️ Risk Warning: BTIG warns that a pullback like in 2023 may repeat; XRP has already given back profits of -2.65% today, and Bitstamp briefly crashed by 37%.
#BTC触及80000美元