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September 23-25 Crypto Intelligenceļ½Short Squeeze Ā· Institutional Dividend Ā· Supply Shock
BTC hits an eight-month high of $86,236. Short liquidations total $648 million, and open interest jumps 7.59% to $156 billion. Q3 cumulative gain: 44%.
Altcoin frenzy: HYPE sets a new all-time high at $96, with its market cap breaking $20 billion. UNI is up 40% in a week, AVAX +47%, ENA +50%. Crypto total market cap recovers to $2.8 trillion.
SEC innovation exemptions keep simmering: capital shifts from the āgeneral altcoin seasonā toward structural focusāconcentrating on on-chain trading infrastructure, RWA tokenization, and decentralized derivatives.
Institutional divergence: Strive buys 1,355 BTC; BitMineās holdings account for 4.9% of ETH supply. BlackRock holds 3.56 million ETH. But Strategy has not made purchases for consecutive weeks, and Metaplanet has gone without buying for the eighth straight week. āWho is buying, who is pausingā matters more than āhow much is being bought.ā
Security incidents continue: Decent wallet hacked for 2 million XRP; Symbiosis forged 46.1 billion syBTC; 598.5 BTC on the Liquid Network has not been returned.
September 25 is the most concentrated day this week for supply shock. XPL unlocks account for 63.2% of circulating supply. H and BIGTIME also unlock on the same day, and Binance delists seven USDC trading pairs.
Thatās it for this episode. Iām Chen Kaiāsee you next time.
BTC hits an eight-month high of $86,236. Short liquidations total $648 million, and open interest jumps 7.59% to $156 billion. Q3 cumulative gain: 44%.
Altcoin frenzy: HYPE sets a new all-time high at $96, with its market cap breaking $20 billion. UNI is up 40% in a week, AVAX +47%, ENA +50%. Crypto total market cap recovers to $2.8 trillion.
SEC innovation exemptions keep simmering: capital shifts from the āgeneral altcoin seasonā toward structural focusāconcentrating on on-chain trading infrastructure, RWA tokenization, and decentralized derivatives.
Institutional divergence: Strive buys 1,355 BTC; BitMineās holdings account for 4.9% of ETH supply. BlackRock holds 3.56 million ETH. But Strategy has not made purchases for consecutive weeks, and Metaplanet has gone without buying for the eighth straight week. āWho is buying, who is pausingā matters more than āhow much is being bought.ā
Security incidents continue: Decent wallet hacked for 2 million XRP; Symbiosis forged 46.1 billion syBTC; 598.5 BTC on the Liquid Network has not been returned.
September 25 is the most concentrated day this week for supply shock. XPL unlocks account for 63.2% of circulating supply. H and BIGTIME also unlock on the same day, and Binance delists seven USDC trading pairs.
Thatās it for this episode. Iām Chen Kaiāsee you next time.
Disclaimer: Includes third-party opinions. No advice. Binance AI may be used without guarantee.Ā See T&Cs.