Liquid was torn open with a huge hole—almost 4,000 BTC are gone
Over the weekend, the Liquid network was breached; 4,000 BTC—about $320 million—were basically wiped out. This is roughly 95% of their household savings. They claim it was a white-hat hacker, specifically naming Blockstream and demanding they patch the issue. After the patch was applied, they did manage to return 85%, with 3,400 BTC taken into safekeeping. The remaining 598 BTC is still being held by the other party, and the bridge has been frozen.
Now the most panicked thing is L-BTC. It relies on a 1:1 peg to Bitcoin to make a living. If the hole can’t be patched, it will have to break the peg. This is another domino effect of Bitcoin L2s: just as Bitcoin L2s keep exploding, Coldcard has barely finished blowing up, Liquid exploded too—security is really paper-thin.
BTC falls below 79,000, but this group of giant whales is loving it 💰
In the short term, these whales are sitting on unrealized gains of up to $9.07 billion, the highest record since 2016. Honestly, that number makes me jealous—people can just hold still and earn while lying down.
The price has been sliding steadily from above 80,000, and the 79,000 level has already been broken. Right now, it all comes down to whether the support band around 76,600–77,000 can hold. The good news is that the cost benchmark is still near 71,000—there’s cushion below.
On one side, unrealized gains hit an all-time high; on the other, there’s the pressure of the pullback. For the short term, market sentiment is definitely a bit tangled. Don’t rush to chase—let support do the talking first.
🕰️ 600 bitcoins dormant for 16 years have woken up
The block reward mined in March 2010 sat untouched for a full 16 years, and this week it suddenly moved. 600 coins, worth nearly $50 million.
On-chain analysis has not yet found a direct link to Satoshi himself, but who wouldn’t be watching such ancient chips? The market’s first reaction is the same old question — is this being sent to sell?
BTC is still grinding around the 80,000 mark, and September has always been a tricky month historically. When an old whale comes out for a walk at this time, it’s normal for bulls to feel a chill behind their backs.
Look at it another way: someone able to hold for 16 years without moving is probably not counting on those 600 coins to make a living.
ZEC directly smashed through 1000 dollars, and the bears were collectively dealt with 🚀 This wave was truly unexpected. Privacy coins went crazy as a group, with ZEC surging 20% in a single day and touching 1020 intraday The futures market was even more brutal, with nearly 40 million dollars in short positions liquidated in one day, and open interest directly breaking through 200 billion to hit a historical high It’s obvious there was big money buying heavily in this rally; it’s not something retail sentiment could have piled up BTC is still grinding around the 80,000 mark, while ZEC has already run ahead and shown some real distinction #Zcash #隐私币 #cryptomarket
The nonfarm payrolls report exploded, and BTC was slammed back below 80,000 in one second
Last night’s August nonfarm payrolls came in way above expectations at 162,000, more than three times the market forecast. July’s data was also revised from negative to positive, making it a pretty brutal slap in the face. The probability of a September rate hike jumped all the way to 65%, 10-year Treasury yields climbed to 4.77%, and the dollar got stronger too. BTC was still bouncing around 82,000 this morning, but once the nonfarm data hit, it immediately plunged and broke below 80,000. Bulls who had been hoping rate cuts would keep the rally alive were instantly taught a macro lesson, and by the time they woke up, liquidations were everywhere. CPI is still coming next week, so this 80,000 level is probably going to see some back-and-forth battling.
This roller-coaster ride from Big Biscuit made my head spin 😵 I was still afraid of Iran yesterday—being repeatedly tortured in the 70-thousands range. But this morning, one big bullish candle pulled us straight back to 81,000. In just 24 hours, it’s up over 4%, and 96,000 people were liquidated on the spot. Honestly, this reversal came faster than someone changing their face. Even though gunfire hasn’t stopped on the US-Iran front, BTC still rose first as a show of respect. Last night, the US stock market also joined in—the crypto concept stocks all went “high.” Strategy surged 17%, Coinbase jumped over 10%, and Big Biscuit has reclaimed and held above 80,000. The unemployment benefits data came in better than expected, and expectations for September rate hikes cooled again. Institutions are really pouring in money—real cash. At the 80,000 level, the shorts have just taken a heavy blow; next, we’ll see whether it can hold. In this market, brothers holding spot—tonight you’ve got to add an extra chicken leg 🍗. #BTC #比特币 #加密市场
21 Wall Street Banks Form a Coalition to Issue Dollar-Backed Stablecoins — Are People Pumped About USDT?
Goldman Sachs, Citigroup, Bank of America, UBS, Deutsche Bank—21 of the world’s top banks have teamed up in one go, announcing that in the first half of 2027 they will roll out their own dollar-backed stablecoin. These traditional giants, who usually look down on crypto, are now collectively jumping in to seize a slice of the action. It’s plain they want to take on USDT and USDC head-on. First the U.S. dollar, then the euro—G7 currencies will be lined up one by one. Traditional finance can’t sit still; everyone wants a bite of that juicy cross-border payments market. Next up, there will be a lot to watch. Don’t rush to pick sides—just observe the most solid move.
🔥 The US really made a move! Cracking down on Iran’s Revolutionary Guard, BTC drops below 77,000 overnight
The U.S. Central Command went straight into action today, striking Iran’s Revolutionary Guard again—this is also about the same old saga with the Strait of Hormuz. Oil prices shot up past $90, and the crypto market got hit right along with it. BTC plunged from 79,000 to break below 77,000; ETH also failed to hold and slipped below 2,400. In just one hour, leveraged longs worth more than $115 million were liquidated.
Yesterday it was still holding around 78,000 with a brave face, but today it’s been pinned to the ground and rubbed by geopolitical conflict. Don’t rush to buy the dip—wait to see when bearish momentum finally runs out.
Deribit’s 80,000–100,000 strike BTC call options, with open interest stacked up to tens of billions of dollars—everything is institutional bets that BTC will break through 100,000 by year-end. Retail traders can’t even follow along. On mainstream platforms, orders at the 100,000 strike price basically can’t get posted. This wave of positioning has moved from institutions to retail, and the chain is cut off directly. The root cause is the Ministry of Finance’s government bond repo tripling + Trump meeting with crypto bigwigs; in 10 days, BTC went from 64,000 to 80,000. On September 4, options worth 6.4 billion USD will expire in a concentrated event, and the long/short mutual slaughter will happen again. Pushing to 100,000 won’t be that easy—Waller is still hawkish.
Saylor threw out a line on X last night: "We're ₿ack"—and paired it with a holdings chart, with 840,447 BTC displayed prominently. This guy held off for a full two months; in the meantime, he also quietly sold some coins to get cash back. This time, he returned in a big, high-profile way. Polymarket immediately gave this week’s “buy BTC” odds a 96% probability. The average price is $75k; it’s now at $79k, and the position is already showing a paper gain. He still has $1.59 billion in cash in hand—he’s basically just one formal announcement away. The world’s biggest BTC bull is about to get back to the table, and the altcoins over here are trembling.
Worse hawks scared BTC, but the money still fled into altcoin ETFs 💸
Weekend market action was truly exciting. When Wosh Jackson Hole went hawkish, BTC dropped straight below 78,000, and even the ETF inflows that had been rising for 9 straight days were interrupted—on Friday alone, there was a net outflow of $200 million. But the money didn’t really leave the “circle”; it just got poured entirely into altcoins instead. ETH spot ETFs saw a 10-day streak of inflows, SOL hit a single-day $60 million, setting the strongest record this year, and Hyperliquid and XRP are also getting a share. Four types of ETFs pulled in $563 million in a single day. Institutions probably think BTC has been rising too fast, so they’re going to prop up altcoins instead. ETH is up over 30% this week, SOL is up 25%. As BTC regained footing around 78,000, altcoins became the main battleground.
Wach hawkish debut 🦅 Bitcoin falls below $80,000; miners take the first hit
At its Jackson Hole debut, Wash came out swinging. Inflation hasn’t been firmly brought under control, the 2% target remains unchanged, and the financial environment offers no constraints—it's basically as good as saying more hikes are coming. Bitcoin promptly dropped below $80,000, sliding back to around $79,000. Even worse, the miners: MARA and Riot both fell about 8% in lockstep. In this leg of the market, mining stocks are truly lagging—rebounds don’t get to them, and on pullbacks they take the hardest blow. Yields on short-term U.S. Treasuries jumped, and a September rate hike is once again on the table. Once the $80,000 level was lost, the next question is whether $77,000 can hold.
💰 Bitcoin is back above 80,000 again—this time it’s a bit different This time it’s not just a pure short-squeeze. ETFs have had net inflows for 8 straight days, totaling $2.6 billion—institutions are buying with real money. Coinbase’s price is higher than Binance’s; it hasn’t happened in three months. US institutions are snapping up assets at a premium. Even more interesting: when AI stocks are surging, Bitcoin is rising too. Previously everyone kept saying “the seesaw trade,” but this time after Nvidia’s earnings blew up, both sides took off—no one has to sacrifice the other. Jackson Hole’s debut by Warsh is coming up—betting he’ll be dovish. We’ll see at the 80,000 level. #比特币 #BTC #加密市场
🔥Jackson Hole tonight on air! The new Fed chairman Warsh will speak tomorrow, and BTC is stuck hovering at the doorstep of 80,000 BTC just surged up from 81,000 and then pulled back; it’s now idling around 79,000. The Treasury is ramping up buybacks + ETFs keep attracting inflows, holding up this rally—it's just missing the final push. If Warsh is even slightly dovish, 80,000 could break straight through; if he’s hawkish, we may need to first pull back to 75,000 to catch a bid. Bulls and bears are both waiting for this big show to begin—don’t overfill your positions, and get some sleep early tonight. #比特币 #美联储 #Jackson Hole
BTC touched 81,270 yesterday—first time since May this year it broke above 81,000. This morning, it flipped and one candle smashed through 78,000. Now it’s hovering around 78.5K.
The Fear & Greed Index has surged straight into “Extreme Greed.” Since 2024, it’s the first time we’ve been at this level. Even old-timers know at a spot like this, a major shakeout isn’t far off.
Institutions, however, are staying calm. Spot BTC ETFs added another $337 million in a single day, and August inflows hit a new intra-year high.
On one side, retail is getting fomo’d into a frenzy; on the other, institutions are quietly accumulating. The divergence in the market is unreal.
There’s also the PCE at 8:30 tonight, and Nvidia’s earnings will come out tonight too. Volatility seems unavoidable—strap in.
Bridgewater’s Dario Call: U.S. Treasury Breaks Through $4 Trillion; Add a Bit of Bitcoin 💪 On X, Dario said that U.S. Treasury bonds have surged to $40 trillion, and he believes Washington’s finances have reached a “turning point.” Bridgewater’s founder personally weighed in, advising: don’t cling to Treasury assets; allocate 10–15% to gold, and add a little Bitcoin as well. Endorsements at this level are rare. BTC has been pushing straight toward $80,000 in recent days; spot Bitcoin ETFs snapped up a staggering $1.92 billion in a single week, and $4 billion in short positions were liquidated. Both macro factors and capital flows are driving the move. However, he also warned not to max out leverage—pullbacks from this level can be painful. #比特币 #达里奥 #BTC冲8万
The Ministry of Finance’s $4 billion buyback has been implemented. Global governments are playing financial suppression games, and fiat currency credit has continued to weaken. Riding the momentum, BTC has pushed up to around $80,000. Even as Nasdaq futures fall, it still climbs—this time, the “safe-haven” attribute is truly being proven.
Both Deutsche Bank and Citibank are calling it: this move is forcing traditional depositors to seek a refuge. This week, the Jackson Hole speech + the U.S. PCE data are the main events. Whether BTC can hold its ground will depend on this “tone.” Don’t rush to get off the train—if you’re holding BTC, make sure you don’t exit too early in the midst of financial suppression.
Standard Chartered and HSBC—two century-old banks—somehow actually executed a real cross-border transfer on Swift’s blockchain ledger. Not a PPT demo; actual tokenized deposits with real money, settled in real time. In the past, cross-border remittances taking days were pretty normal; now it can be second-level, arriving within 24 hours. With traditional giants stepping in, this carries more weight than chasing after meme coins. It looks like the RWA tokenization path has truly been paved by the banks themselves. Don’t just stare at the little price spikes in BTC—the real depth of the liquidity is in this pool. #RWA #代币化 #blockchain
🔥 BTC at 80000 keeps dodging and weaving frantically—more than 1.2 billion in liquidations in a day, longs get cut first
BTC touched 79,555 yesterday, just one last push away from breaking 80,000, but it retreated again to the 77,000s and dragged on. For two straight days, liquidations have exceeded $1 billion. Today, out of 1.238 billion, long positions make up the bulk—1.238 billion in total, while the long side of 742 million goes down first. Then shorts of 496 million follow in, getting liquidated as well. This isn’t one-way cutting of the greens; it’s a two-way meat grinder. Pump once and smash once—if it rises, it dies; if it falls, it dies too. Over 240,000 people were carried out. Each person loses about $5,000—retail traders’ blood bag is confirmed. With all this chaos before the 80,000 level, the leveraged crowd goes straight to rinse-off.
📈 BTC squeeze spikes to 80,000! Up 23% in the week
This week, BTC is truly out of its mind—surging 23% in a single week, the strongest week since March 2023. During the session it even touched 79,500, and the 80,000 mark is just one step away.
In just three days, it wiped out $4.5 billion worth of short positions. Of that, $2.5 billion was liquidated from BTC alone. The more the bears add to their positions, the more they get squeezed—pinned to the ground and dragged.
The Ministry of Finance doubles its buyback of long-term bonds, and Trump’s White House meets with crypto leaders to urge the Clarity Bill—bullish buffs stacking on top of each other. The last time BTC was around 80,000 was back in May. This time, whether it can hold above that level depends on weekend sentiment.