*1. Network Usage at ATH:* - Q2 2026: 203.9M transactions, +68.4% YoY, throughput hit record 25.9 TPS - Fees up 31.6% to $52.5M, ETH burn more than doubled to $17.1M, about 1/3 of fees burned
*2. DeFi Dominance Intact:* - Still 56% of total TVL in DeFi, no chain close. Main chain for stablecoins + RWA tokenization — the 2 fastest growing DeFi
*3. Institutional Flows — Mixed but turning:* - Sep 18: Spot ETH ETFs +$143.8M net inflow after a week of outflows, BlackRock ETHA led with $114.3M - BitMine added 27,562 ETH, now ∼5% of supply, 86% staked - Exchange reserves fell to ∼14.92M ETH — lowest in 2026, tightening supply
*4. Roadmap:* - Foundation restructuring last week sparked debate on future dev. - Next upgrade in focus: Glamsterdam for speed/throughput, with Hegota proposals FOCIL (EIP-7805) and Frame Transactions (EIP-8141) marked as must-ship
*5. Regulation:* - CLARITY Act failed Senate vote in September, now in limbo — weighing on price, ETH is still ∼47% below ATH $4,954 2c48
Net: Usage + burn + low exchange reserves = structurally bullish, but ETF flows choppy and regulation overhang keeps it below $3k. #AIStocksWhatNext
$BTC has pulled back from the recent high but remains near the upper part of today's range. Recent key level: The $87,000–$87,400 area is the recent high zone. Important: Crypto prices move continuously, so the exact price can change quickly.
*🚨 BREAKING: 🇺🇸* President Trump urges Congress to pass the CLARITY Act, saying the U.S. must lead in crypto. The bill would bring clear regulations, boost institutional adoption, and strengthen America’s position in digital assets. Policy moves like this could be the next big trigger for the market. 🤑
$ETH opened the week strong, but now it’s sliding into a proper correction. Market structure broke and that’s a clear signal. The move up was way bigger than usual, so a deeper pullback makes sense — and we’re already seeing it play out.
Simple plan: first target is the weekend gap fill, then if sellers push harder we drop to the liquidity zone near my secondary target. Follow for more.