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UniCredit Weighs Crypto Custody and Brokerage Italy’s second-largest bank is looking at building the pipes to hold and trade digital assets, not just wrap them in a structured note. Bloomberg reported on September 11 that UniCredit is evaluating technology partners for custody and brokerage infrastructure. Talks are early. No final decision has been made. The work under review also includes tokenized investment products, fixed-income securities, stablecoin use, and client crypto exposure. That would be a step beyond what the bank has already done. It has sold professional clients a product linked to BlackRock’s IBIT, issued Italy’s first tokenized minibond on a public blockchain, joined the Qivalis group working on a euro stablecoin, and this week took a minority stake in German platform VC Trade. The move fits a wider European bank shift under MiCA. Custody and brokerage matter more than another one-off tokenized bond, because they are how client assets actually sit on the balance sheet of a large lender. This is still a review, not a launch. The signal is that a major Italian bank is now shopping for the infrastructure, not dismissing the category. #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC $XRP

Long-Term Holder Losses Can Last a Year A first print of holder stress is not the same as a finished bottom. Glassnode’s LTH-SOPR chart shows older coins can be spent at a loss for a long time. The 2014–15 bear kept that condition in place for 402 days, with the metric falling to 0.50, or about a 50% average loss. The 2018–19 bear lasted 328 days and bottomed near 0.48, or about a 52% loss. March 2020 was short: 50 days, down to 0.80, or about a 20% loss. In July 2022 the same metric was at 0.67. Long-term holders moving coins were locking in an average 33% loss after only 51 days in that zone. Glassnode still warned that prices could fall further. They did. Cryptoquant_com’s long-term versus short-term comparison needs the same caution. Being less profitable than another cohort does not automatically mean you are realizing a loss. Relative underperformance can persist while the broader reset is unfinished. That still leaves a case to accumulate. It does not create a reason to rush. Prior cycles needed time in loss, not just the first reading of it. #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC $XRP

Metaplanet Cuts Executive Options After Shareholder Pushback Japan’s largest public Bitcoin treasury just reduced the size of management’s claim. According to the company’s September 11 notice, the board revised the Series 10 stock acquisition rights. The conversion ratio was reset and about 41% of the related potential shares were cancelled, wiping out more than $220 million of warrant value. CEO Simon Gerovich had already exercised rights that delivered about 64 million shares. Remaining unvested options now unlock in 2029, 2030, and 2031. Key Details: > CEO already took about 64 million shares from the Series 10 exercise. > Options cut: the pool was reduced, cancelling over $220 million of warrant value and about 41% of related shares. > Conversion reset to 410 shares per right, the pre-offering level. > Unvested remainder vests in tranches from 2029 through 2031. > A planned employee incentive pool attached to this structure was cancelled. The backlash was about dilution: the option formula had grown with every share issued to buy Bitcoin, swelling management’s claim. Cutting the pool raises Bitcoin per fully diluted share. It does not undo the shares already issued to the CEO. Governance is now part of the Metaplanet trade, not just the BTC stack. Metaplanet: 105M-Scale Option Cut, $220M Wiped, CEO’s 64M Shares Already Out #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC $SOL

Bitcoin Reclaimed $78,000 and Ether Took Back $2,500 The CPI print was in line. The bounce was not small. According to the session charts, $BTC ran from a wick near $76,100 back through $78,000, up about 1% on the day. $ETH dropped toward $2,435, then reclaimed $2,500 and last printed near $2,510, up about 3%. Key Details: > Bitcoin: about $78,000, +$750 / +0.97% on the session after a fast dip. > Ethereum: about $2,510, +$74 / +3.03%, back above $2,500. > Context: Friday CPI at 3.4%, matching forecasts, after Thursday’s 5.4% PPI. > Ether is outrunning Bitcoin on the day, which fits the recent dip in BTC dominance. In-line CPI took the worst hike scare off the tape for an afternoon. $78,000 is still below the $80,000–$83,000 shelf that matters on the weekly. $2,500 Ether is a round-number reclaim, not a new trend by itself. Next week’s Fed meeting is still the event that decides whether this bounce holds. Bitcoin $78,000 and Ether $2,500 After In-Line CPI Do you buy this reclaim into the Fed meeting, or fade it until $80,000 and $2,550 actually hold? #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC $ETH

Test a Transfer Before You Move Large Amounts A small test send is the simplest way to avoid a permanent loss. Send one rupee or one dollar first. Confirm it lands on the right address, the right network, and the right asset. That check takes about thirty seconds. It is the difference between a cheap mistake and a full-balance error. Most large wallet losses do not come from market moves. They come from a wrong chain, a mistyped address, or a destination that was never verified. The test is how you catch that before the real amount leaves. The amount itself is trivial. The signal is the confirmation. If you are using a hardware wallet, match the receive address on the device screen, not only in the app. Then send the rest. A small test is still the highest-leverage habit in crypto operations. #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC $XRP

L’IPC américain s’établit à 3,4 %, exactement comme prévu. Le chiffre de consommation n’a pas surpris. Il n’a pas non plus tranché le débat sur la hausse. D’après la dernière publication de l’IPC, l’inflation annuelle ressort à 3,4 %, comme anticipé. Il s’agit d’un chiffre “dans la ligne” : ni assez chaud pour provoquer une nouvelle alerte à lui seul, ni assez refroidi pour écarter une hausse lors de la réunion de septembre après le rapport mensuel de 162 000 emplois de cette semaine et le PPI à 5,4 %. Points clés : > IPC principal : 3,4 % en glissement annuel, comme prévu. > Il fait suite au PPI de jeudi à 5,4 % en glissement annuel. > Les données sur l’emploi ce mois-ci étaient déjà fermes à +162 000. > La réunion de la Fed a lieu la semaine prochaine. Un IPC “dans la ligne” laisse la décision au comité, et non à un choc statistique. “Ni baissier ni haussier” est la bonne première lecture pour les actifs à risque. Le bitcoin, près de 80 000 $, et l’or après le repli d’hier évoluent désormais selon le scénario de la Fed, pas selon une surprise liée à l’IPC. Une pause aiderait à tester la zone des 83 000 $. Une hausse remettrait le niveau de 80 000 $ dans la discussion comme résistance. IPC à 3,4 %, Dans la ligne — La publication ne décide pas de la hausse. La réunion de la Fed la semaine prochaine, oui. Traitez-vous un IPC conforme aux attentes comme une autorisation d’acheter la baisse vers 80 000 $, ou attendez-vous d’abord la décision de la Fed ? #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# $BTC $ETH

US CPI Drops in Minutes August inflation is out at 8:30 a.m. ET. Consensus is 3.4% year-over-year, unchanged from July. The monthly headline is expected at +0.4% after July’s +0.1%, largely on a rebound in gasoline. Core CPI is the number that matters more for the Fed. Street is looking for +0.2% month-over-month and about 2.4% year-over-year, down from 2.5%. This print lands days before next week’s FOMC. Markets have already leaned toward a possible hike after a firm PPI. A hot core reading would firm that view. A clean 0.2% or softer would keep the decision more open. Bitcoin is sitting near $77k into the release. First reaction will be in yields and the dollar. Crypto follows that, not the headline by itself. Watch core, not just 3.4%. #BTC Price Analysis# #Bitcoin Price Prediction: What is Bitcoins next move?# #Altcoin Season# $BTC $XRP

La demande pour le Bitcoin se stabilise. Maintenant, il lui faut de la conviction La demande apparente ne s’effondre plus. Elle n’est pas encore assez forte pour confirmer un nouvel essor. Les données de CryptoQuant provenant de MorenoDV_ montrent que, sur 30 jours, la demande apparente est repartie en légère zone verte après une longue séquence rouge. Le rebond ne correspond qu’aux reprises plus faibles de 2024. Il reste encore loin des achats persistants qui ont caractérisé les avancées de fin 2024 et de 2025. Le signal le plus clair est à la baisse. Depuis la contraction de mai–juin, chaque creux négatif est devenu moins profond. La pression côté vente s’estompe. C’est ainsi que les marchés quittent un régime baissier, pas comme ils en commencent un décisif. Le prix a suivi ce changement : il a rebondi à partir de la mi-60k et se maintient désormais près de 77 000 $ après avoir échoué à rester au-dessus de 80 000–81 000 $. La structure est meilleure. Mais la demande qui la sous-tend ne fait que se stabiliser. Le Bitcoin semble sortir de la contraction. L’expansion doit encore se manifester dans l’ampleur de l’ordre d’achat (bid). #Analyse du prix du BTC# #Prédiction du prix du Bitcoin : quel sera le prochain mouvement de Bitcoins ?# $BTC $ETH

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

Le Bitcoin a chuté de 1 200 $ en une heure. 70 M$ de positions longues ont été liquidées. Le $BTC est passé des 78 000 $ du milieu à 76 936 $ environ en quelque 60 minutes. Cette baisse de 1 200 $ a stoppé autour de 70 millions de positions longues avec effet de levier. 78 000 $ a été cassé en premier. 77 000 $ a suivi, avec presque aucun rebond. Ce fut une forte vente. Le prix a perdu le rebond, les détenteurs de positions longues ont été forcés de sortir, et l’indice a imprimé 76 936 $. Sur environ 20 millions de pièces, un mouvement de 1 200 $ retire près de 24 milliards de dollars à la capitalisation boursière du Bitcoin. 70 millions de liquidations restent modestes par rapport à un “full washout” (assainissement complet). Mais cela suffit à accélérer le mouvement quand la liquidité est faible. 78 000 $ du milieu : zone du plus haut de séance 78 000 $ : premier palier perdu 77 000 $ : deuxième palier perdu 76 936 $ : plus bas après l’arrêt de 70 M$ de longs Cela compte car 78 000 $ n’a pas tenu. Tant que ce niveau n’est pas reconquis, cela ressemble à une cassure (breakdown), pas à une baisse qui se serait déjà “reset”. Un retour au-dessus de 78 000 $ stabiliserait la séance. Mais cela ne remettrait pas, à lui seul, 80 000 $ dans le jeu. #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

L’or et l’argent ont fortement décroché après le très bon chiffre de l’IPP Les métaux ont abandonné une large part de l’enchère de la semaine. D’après les graphiques CFD, le $XAUt est passé d’un niveau au-dessus de 4 430 dollars l’once à environ 4 333,50. L’argent est tombé d’environ 68 à environ 64,21. Les rapports indiquent que le marché combiné de l’or et de l’argent se situe environ 800 milliards de dollars en dessous sur six heures. Autrement dit, les deux métaux ont été corrigés en prix — pas 800 milliards de lingots qui changent de mains. Points clés : > Or : plus haut au-dessus de 4 430 dollars, dernier cours proche de 4 333,50. > Argent : plus haut près de 68 dollars, dernier cours proche de 64,21. > Déclencheur : IPP d’août à +0,4% d’un mois sur l’autre et +5,4% d’une année sur l’autre, plus haut sur deux mois pour le taux annuel. > Des prix à la production « chauds » renforcent les chances d’une hausse de taux, ce qui soutient généralement le dollar et les rendements, et pèse sur les métaux sans rendement. Il s’agit d’une purge rapide des données d’inflation. Le CPI de vendredi reste le chiffre majeur. Si l’inflation des consommateurs reste élevée, l’or et l’argent peuvent rester lourds. Si le CPI se rafraîchit, cette baisse sur six heures correspond à la décote. $XAUt à 4 333 et l’Argent à 64 Après l’IPP — Environ 800B$ de moins sur la valeur marchande combinée en six heures Achetez-vous cette baisse des métaux avant le CPI de vendredi, ou attendez-vous le chiffre des consommateurs avant de revenir en arrière ? #Analyse du prix du BTC# #Perspectives macro# $BTC #Or

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

Les marchés de prédiction ont généré plus de 1 milliard de dollars de commissions cet été. Environ 1,08 milliard de dollars de commissions ont été générés pendant l’été, avec, à eux seuls, juillet qui a représenté 402 millions de dollars. Une grande partie de cette activité provenait de la Coupe du monde de la FIFA 2026, qui a propulsé les échanges de marchés de prédiction vers des niveaux records. Kalshi, Polymarket et Polymarket US ont traité environ 50,6 milliards de dollars de volume cumulé en juillet, le total mensuel le plus élevé jamais enregistré. Depuis le début de 2026, les marchés de prédiction ont généré environ 1,82 milliard de dollars de commissions. Cela signifie qu’environ 59 % de toutes les commissions de cette année ont été générées pendant l’été. La Coupe du monde a peut-être été un catalyseur majeur, mais le montant de l’argent qui circule dans ces marchés montre à quelle vitesse le secteur se développe. Les marchés de prédiction deviennent une part bien plus importante du trading onchain et basé sur les événements. #Analyse du prix du BTC# #Prédiction du prix du Bitcoin : quelle sera la prochaine étape de Bitcoins ?# $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#