📊 Overview: BTC is holding around $84,000 (+0.28–0.62% over the day, +3.64% over the week). Altcoins are showing broad gains — QNT surged by 77.7%. ETFs attracted a record $2.4B over the week, but the pace is slowing. The main event is an update on the Bitget hack damage, now at $387.5M.
💰 ETFs and institutional flows
1. 📈 Record $2.4 billion for the week
Inflows into spot BTC ETFs reached $2.4 billion — the highest since October 2025. BlackRock’s IBIT attracted $1.2 billion, FBTC — $701.7 million .
2. ⚠️ Inflow growth is slowing
After a record $999 million on Monday, inflows fell to $134.5 million by Friday — a drop of 87% .
3. 🏦 Strategy and Strive增持 (added) 2,305 BTC
Companies continue to accumulate bitcoin despite slowing Strategy .
🔓 Security and the Bitget hack
4. 💥 Damage increased to $387.5 million
Bitget updated its estimate of losses after discovering stolen Zcash and TRON. It was initially reported as $351.6 million .
5. 🛡️ Vulnerability fixed
The attack was carried out through a backend system with transaction data falsification, not by stealing keys. Mandiant and SlowMist are investigating .
6. 📅 The conclusions will be presented on September 28
Step-by-step recovery: BTC — September 28, ETH — the 29th, USDT — the 30th, other assets — through October 2 .
7. 🚨 Circle and Tether froze only $318 thousand
Less than 0.1% of the $387.5 million stolen has been frozen. An XRP hacker moved already $83 million — Ripple can’t freeze it .
🏛️ Regulation
8. 📜 SEC: new token clarifications
The agency published 9 FAQs: token repurchases and network upgrades do not automatically make an asset a security .
9. ⚖️ CLARITY Act failed
The Senate voted 49–50 against it. Within 48 hours, the SEC and CFTC presented alternative rules .
🐋 Large whale transactions
10. 🐋 A whale moved 18.34 million ENA worth $5.13 million
Address 0xd0A4 removed tokens from Gate, Bybit, OKX, and Binance — a sign of accumulation .
11. 🐋 An ETH whale locked in $72.83 million in profit
An institution that held ETH for 3 years sold 112,053 ETH in a week for $300 million .
12. 🐋 Another whale bought 9,158 ETH
Over three weeks, the wallet accumulated ETH at an average price of $2,658 with unrealized profit of $363 thousand .
📈 Altcoins and market dynamics
13. 🚀 QNT surged 77.7%
Quant became the largest exception among the top 100, rising to $176.33 .
14. 📈 RUNE is up 23.8%
Injective posted one of the best results of the day, rising to $0.819 .
15. 🚀 Broad altcoin rally
DASH (+13.62%), PYTH (+12.26%), KMNO (+14.3%), COW (+14.27%) — synchronized growth amid a strengthening BTC .
16. 📉 INJ — worst performance of the day
Injective fell 5.66%, becoming the largest exception in the top 100 for declines .
📊 Analytics and sentiment
17. 📊 Glassnode: altseason signal — 81.25
72.5% of tracked altcoins outperformed BTC over the week. The indicator confirms the start of an altseason .
18. ⚠️ An analyst warns about overheating
CryptoQuant: 87% of altcoins on Binance above the 200-day MA versus 20% in August. Historically, such dynamics shift to a correction .
📉 Macroeconomics
19. 📉 Treasury yields — 5.22%
10-year US bonds remain at the highest since 2007, but pressure on BTC is easing .
20. 📈 Bitcoin held at $84,000
BTC is trading around $84,244–$84,302. Over the week, it rose by 3.64% .
📌 Summary
💰 ETF $2.4 billion for the week — a record since October 2025 🟢 Bullish, but the pace is falling
🔓 Bitget Losses $387.5 million, conclusions from September 28 🟡 Neutral, the market absorbed
🏛️ SEC/CFTC regulation is filling the gap after CLARITY 🟢 Bullish
🐋 Whales sold ETH, accumulating ENA ⚪ Mixed
📈 QNT altcoins +77%, broad rally 🟢 Bullish, but risk of overheating
📉 Macro Treasuries 5.22%, pressure is easing 🟡 Neutral
The week ended on a positive note: BTC held at $84,000, ETFs attracted a record $2.4 billion, and altcoins showed broad growth. The main risks are overheating of the altseason and slowing ETF inflows.
