BitcoinPierre

🔥 SAYLOR’S BITCOIN PROFITS ARE BACK IN THE BILLIONS

Michael Saylor’s Strategy is now sitting on roughly $8.1B in unrealized Bitcoin gains after its latest purchase pushed total holdings to 846,000 BTC.

Strategy bought another 950 BTC for $75.7M, at an average price of $79,670, bringing its total Bitcoin cost basis to about $63.8B.

That’s a major turnaround from earlier this year, when Strategy’s Bitcoin position had briefly fallen billions underwater during the market downturn.

Now BTC’s recovery has pushed the company’s holdings well above its average acquisition price of roughly $75,416 per BTC.

Nearly $8B in paper profit. Saylor is back in the green in a very big way.

#BTC Price Analysis# #Macro Insights# $BTC $ETH

Strive has purchased 1,355 BTC for $107.7M, paying an average of $79,475 per Bitcoin. The latest acquisition brings the company’s total holdings to 26,355 BTC.

What makes the purchase notable is the pace. Strive has been consistently adding Bitcoin to its treasury, and this latest buy increases its holdings by roughly 5.4% in a single purchase.

The company also reported $21.2M from warrant exercises, with preferred stock accounting for a significant portion of its funding.

Bitcoin treasury companies are continuing to accumulate even through periods of heavy volatility.

Another 1,355 BTC added. Strive clearly isn’t slowing down.

#BTC Price Analysis# #Macro Insights# $BTC $HYPE

🔥 $HYPE 攻上全新歷史高點，突破 $95

Hyperliquid 的原生代幣已進入新的價格發現區間，先前在約 $94.48 創下紀錄後，現已突破 $95。

此舉發生之際，Hyperliquid 的整體活動仍持續成長；平台近期來到 $8.1B 的未平倉量（open interest），並創下全球永續合約交易活動占比的歷史新高。

HYPE 也因新的用途而獲得動能，包括 HyperCore 的借貸功能：允許用戶以 HYPE 或 BTC 作為抵押，申請穩定幣貸款。

站上 $95 之上的新 ATH。HYPE 現在正叩向 $100 的門檻。

#BTC Price Analysis# #HYPE $BTC

🔥 $260M IN CRYPTO SHORTS WIPED OUT IN ONE HOUR

Bitcoin’s move toward $84,000 has triggered a massive short squeeze, with roughly $260M in short positions reportedly liquidated within 60 minutes.

That kind of move can accelerate quickly when traders are heavily positioned for downside. As BTC pushes higher, short positions are forced to close, creating additional buying pressure and potentially sending price even higher.

Recent data shows short liquidations have already been dominating the market as Bitcoin pushed back above $80K.

#BTC Price Analysis# #BTC Above 60K# $BTC $ETH

There is now 13.6× more ETH waiting to enter staking than waiting to exit, with roughly 2.48M ETH sitting in the entry queue.

Around 41M ETH is already staked, representing roughly one-third of Ethereum’s supply.

That imbalance shows strong demand to lock up ETH, although the entry queue isn’t a pure demand signal because protocol mechanics and validator top ups also contribute to the backlog.

More ETH wants to get in than get out. That’s a notable supply side signal for Ethereum.

#BTC Price Analysis# #Ethereum $ETH $HYPE

Ethereum’s Q3 rally has now pushed it past its previous record, making Q3 2026 the best third quarter in ETH’s history.

ETH is up roughly 67% so far this quarter, surpassing the previous Q3 record of about 69.4%? Wait, current data from CFGI shows Q3 2026 at +67.3%, while Q3 2025 was +69.4%, so the “best ever” claim does not yet match that dataset.

The earlier CoinGlass based reading had Q3 2026 at 60.62%, making it the second-best Q3 behind 2025.

So the headline appears to depend on the exact price source and measurement window. As of September 19, I would not call it definitively the best Q3 ever yet.

#BTC Price Analysis# #Macro Insights# $ETH $BTC

🚨 TETHER JUST MINTED $500M USDT ON SOLANA

Tether has reportedly minted $500 million worth of USDT on Solana in less than an hour, adding a significant amount of fresh stablecoin supply to the network.

The timing is worth watching. Solana already holds around $16.4B in stablecoins, with USDC currently dominating the chain, while Tether’s USDT supply on Solana sits around $2.5B.

A large USDT mint doesn’t automatically mean $500M is about to flow into Bitcoin or Solana. Newly minted tokens can be used for liquidity management, exchange inventory, settlements or future market activity.

Still, half a billion dollars appearing onchain in under an hour is a notable liquidity signal.

#BTC Price Analysis# #BTC Above 60K# $USDC $BTC

More than $500M in crypto shorts have been liquidated as Bitcoin pushed back above $80K, helping drive a massive rebound across the market. Data from CoinGlass showed roughly $547M in total liquidations over 24 hours, with shorts accounting for about $469M.

At the same time, the total crypto market cap has jumped by roughly $170B, showing how quickly forced buying can accelerate a recovery.

This is what happens when traders become heavily positioned for downside and price suddenly moves against them. Short positions get liquidated, those positions are closed by buying, and that buying can push prices even higher.

But the important part now is whether spot demand takes over after the squeeze.

The shorts got wiped out. Now we find out if real buyers can keep the rally going.

#BTC Price Analysis# #Macro Insights# $BTC $ETH

比特幣重新站上80,000美元，較本週早些時候CLARITY法案拋售後的低點反彈超過4,000美元。

有趣的是時間點。

參議院未能推動CLARITY法案，起初令BTC跌向76,000美元，但市場消化了這一壞消息，並迅速反轉。如今比特幣已重回80,000美元上方，表明賣方未能維持控盤。

這種在負面消息之後出現的反彈值得關注。

CLARITY法案失敗了。比特幣沒有。🔥

#BTC價格分析# #BTC站上60K# $BTC $ETH

Grayscale 的 Zcash ETF（ZCSH）計劃在於 NYSE Arca 上市不到一個月後進行 1 比 3 的拆股。

該拆股將於 9 月 30 日生效，屆時股東將獲得相當於其當前持有每股額外兩股的股份。投資者持倉的總價值將保持不變。

時間點頗具意味。ZCSH 於 8 月 25 日推出，目前淨資產已增長至接近 8.9 億美元；自上線以來，累計淨流入已超過 2.33 億美元。

此次拆股只是降低了每股價格，同時增加了流通股數，從而使 ETF 更容易以更小的增量進行交易。

上市不到一個月，ZCSH 已在向 9 億美元資產規模逼近。

#BTC價格分析# #Zcash $ZEC $BTC

POLYGON IS PREPARING TO BURN 100M POL

Polygon Foundation CEO Sandeep Nailwal says 100 million POL is set to be permanently burned once a permissionless burn contract receives final Security Council approval and goes live on mainnet.

The first burn would remove roughly 0.9% of POL’s current supply, with the contract then allowing the community to trigger additional burns every quarter.

This doesn’t create a hard cap for POL, but it could strengthen the token’s deflationary mechanics as network fees continue contributing tokens to the burn system.

100M POL is about to disappear permanently.

#BTC Price Analysis# #BTC Above 60K# $BTC $POL

NEAR Protocol has added a privacy layer to its Hyperliquid perpetuals integration, allowing traders to open positions without publicly exposing the connection between their funding wallet and trading account. The actual positions and order-book activity remain visible on Hyperliquid, but NEAR’s confidential routing hides the funding trail that could otherwise link a trader’s wallet activity to their position. That’s a meaningful change for onchain trading, where wallet histories can reveal far more about a trader’s activity than they may want public. #BTC Price Analysis# #Altcoin Season# $HYPE $NEAR

比特幣觸及 7.8 萬美元 #BTC價格分析# $BTC

$ZEC will be hitting more highs soon! From my projection, ZEC will retrace a little before pumping back up. #BTC Price Analysis# #Macro Insights#

CoinEx has announced an orderly wind-down of its exchange, citing the prolonged crypto market downturn, declining trading volume and liquidity, as well as rising regulatory and compliance costs. The shutdown will happen in stages. Non-spot services are scheduled to end on September 22, while spot trading will stop on September 29. Users will still be able to withdraw their funds until December 22, 2026. CoinEx says user assets remain fully backed, with its reserve ratio above 100%. The exchange will also repurchase remaining CET at $0.005 during the wind-down process. The bigger takeaway is the pressure facing centralized exchanges. Lower trading activity means less fee revenue, while compliance requirements continue becoming more expensive across major markets. #BTC Price Analysis# #Macro Insights# $BTC $ETH

Bitcoin slipping below the $77,000 level has triggered another wave of forced selling, with reports showing around $95.34M in crypto long positions liquidated over the past 12 hours. The move highlights how much leverage is still sitting in the market. When BTC drops through key support, overleveraged longs can be automatically closed, adding further selling pressure and accelerating the decline. The $77K area has been an important level for BTC recently. Bitcoin has repeatedly found buyers around this zone, so losing it could put the $75K region back on traders’ radar. Current derivatives data also shows significant liquidation exposure building below $75K. That doesn’t automatically mean the broader recovery is over. A sharp liquidation flush can clear excessive leverage and give buyers a chance to rebuild positions. $95M+ in longs gone. Now the key is whether BTC reclaims $77K or starts searching for lower support. #BTC Price Analysis# #Altcoin Season# $BTC

STRATEGIC BITCOIN RESERVE BILL HEADS TO HOUSE COMMITTEE THIS WEDNESDAY The American Reserve Modernization Act (H.R. 8957) is scheduled for review by the House Financial Services Committee on September 16. The bill would put Bitcoin already held by the U.S. government into a legally protected Strategic Bitcoin Reserve for 20 years, preventing the government from selling or trading those BTC during that period. It would also require quarterly third-party audits of the reserve. What makes this important is that the proposal would turn the existing executive-order framework into something backed by legislation. It is focused primarily on Bitcoin already acquired through government seizures, rather than immediately requiring taxpayers to fund massive new BTC purchases. For Bitcoin, this is another major step in the U.S. treating BTC as a strategic asset rather than simply something the government holds after seizures. The bill still has a long way to go, but Wednesday could be an important moment for the U.S. Bitcoin Reserve. #BTC Price Analysis# #BTC Above 60K# $BTC $ETH

$FLOCK 在衝高後整合，$0.074–$0.075 是關鍵價位 FLOCK 在經歷一輪強勁的衝動走勢後在約 $0.079 附近進行整合：該走勢將價格從 $0.074–$0.075 區域推升至接近 $0.086。自那次急衝以來，價格逐步降溫，形成了更低的高點，同時仍守在標註的需求區之上。 重要結構位於 $0.0735–$0.075 附近——之前的突破正是從這裏發起的。若 FLOCK 回撤到該區域並有買盤加以防守，這次回調可能會演變成健康的二次測試，而非趨勢反轉。若該處出現強烈反應，則 $0.080、$0.084 以及最終 $0.086 可能會重新回到關注焦點。 然而，短期結構在價格仍低於近期高點時仍顯脆弱。若 $0.0735 區域出現明確失守，將削弱延續形態，並提高回撤更深的概率。 $FLOCK 近期也經歷了極端波動，歷史數據表明出現過多次兩位數的日內漲跌。 #BTC Price Analysis# #Macro Insights#

$THE 從 $0.064 附近反彈，但主要供應仍然在上方 該幣種試圖在 4H 圖表的急跌之後進行修復。價格從 $0.073–$0.075 區域下跌，最終在 $0.063–$0.064 附近找到支撐；在那裏，買家已經開始推動短線反彈，目標指向 $0.0673。 這次反彈值得注意，但更大的結構仍面臨上方阻力。標註的 $0.073–$0.075 供應區仍是多頭需要重新奪回的關鍵區域，只有在那之後，空頭結構纔可能被有意義地挑戰。 如果 THE 繼續走高，並在該供應區被拒絕，那麼圖表顯示可能會再次回撤至 $0.063–$0.064 的支撐區域。跌破該區間將進一步加強下行的佈局。 另一方面，若能在 4H 上方實現乾淨的突破至 $0.075，並隨後成功回踩確認，則將否定當前這種“回調受阻”的情景，並可能預示更強的反轉。 目前來看，這次反彈更像是反彈至阻力位，而不是確認的趨勢反轉。 #BTC 價格分析# #宏觀洞察# #Meme Alpha#

USDT 和 USDC 目前主導着市場。Tether 的 USDT 與 Circle 的 USDC 加起來約佔流通中穩定幣供應量的 94%，這也表明穩定幣市場依然高度集中。 這種主導地位之所以重要，是因爲穩定幣正逐漸成爲交易、支付、DeFi 以及跨境清算的核心基礎設施。更大的問題在於，隨着鏈上金融持續擴張，新的穩定幣能否真正對這種雙頭壟斷髮起有意義的挑戰。 兩種穩定幣仍然幾乎控制了整個市場。 #宏觀洞察# #穩定幣 $USDT $ETH