Crypto News

Ethereum: crypto reserves on exchanges collapse to a multi-year low. Will the shortage trigger a price explosion?

US-listed Bitcoin ETFs still show an annual deficit close to $1 billion as of September 8. However, the recent momentum is clearly changing, with nearly $3.8 billion in inflows over three weeks. This acceleration largely reduces the gap accumulated since January. It comes after several months marked by significant redemptions. For investors, this development mainly shows how quickly flows can alter the 2026 annual balance and bring the annual total closer.

According to Changpeng Zhao, a bitcoin duel against gold would turn in favor of crypto as early as the next bull market. The founder of Binance considers this surpassing possible, however recent valuations temper his forecast.

Strive's bitcoin craze continues: $109M swallowed in seven days. Profitable crypto strategy or financial time bomb? Analysis.

After acquiring 28,086 ETH in one week, BitMine's Ethereum treasury reaches 5.93 million Ether. The company confirms having achieved 97% of its goal to own 5% of the total supply, but this ratio relies on its own count of 122 million ETH.

Strategy has just bought back 176 million dollars of STRC and doubled its buyback program to 2 billion to reassure the market about its bitcoin-backed securities. Meanwhile, Peter Schiff questions the real demand, and the company's online shop sells a "BTC-themed" sneaker without a bitcoin payment option. Irony or admission?

Hunter Biden, son of former American president Joe Biden, is set to launch a memecoin called LAPTOP on Base this Wednesday, featuring an airdrop especially aimed at investors who lost money on Donald Trump’s TRUMP memecoin. But even before its first trade, the project is already facing strong criticism. Several figures mentioned around the launch have distanced themselves.

Robinhood Chain generated about 33 million dollars in fees in fifteen days, compared to 11 million for Solana and 9 million for BNB Chain over the same period. According to a Bernstein note reported by The Block on September 8, the network launched on July 1 now produces between 2 and 4 million dollars in daily fees. Robinhood would keep about 90% of it. For this new branch of its crypto activity, the numbers are starting to become significant.

Bitcoin fell back to around $78,300 on September 8 after surpassing $82,000 last week. Ethereum trades near $2,480, XRP around $1.39, and Solana loses about 2% on the day. The decline affects the entire market, but it does not yet resemble capitulation: crypto capitalization falls by about 0.4%. Oil near $100, high bond yields, and the return of expectations for U.S. rate hikes explain much of the movement.

Solana strengthens its crypto transaction ceiling to catch up with Ethereum on complexity, during the same week Ethereum, on its side, is preparing the end of the obligation to hold ETH to transact. Two competing networks, two opposite strategic projects, and a shifting balance of power quietly taking shape behind the scenes.

On September 6, the open interest of altcoins surpassed that of bitcoin. This is a first since December 2024. Such a shift confirms the rise of leverage on Zcash, XRP, and Solana. However, this is not enough to announce an altseason.

The digital treasury market is experiencing a movement in France. Capital B has just announced a major acquisition, financed by several fundraisings. The company purchased 376 BTC for 25.3 million euros, approximately 29.4 million dollars. This operation is its biggest purchase in a year. It now brings its reserves to 3,521 units. This announcement comes as bitcoin trades around 79,500 dollars, after a peak near 81,700 dollars.

According to former federal prosecutor Renato Mariotti, the CLARITY Act is already "dead" in the U.S. Congress. However, the bill is still subject to a crucial procedural vote on September 15, which prevents its failure from being definitively confirmed.

The bears tell us that Bitcoin will return to 60,000 dollars. On the other side, some bulls are already talking about completely outrageous prices. As always, reality is probably somewhere in between. As a trader and two-time winner of global crypto trading competitions in 2024 and 2025, I will simply explain to you what I see today in the market, without euphoria and without trying to announce unrealistic targets.

Vitalik Buterin believes bitcoin security will withstand the advances of artificial intelligence. However, the Ethereum co-founder has not wagered 90% of his fortune on a new bet, as he thinks his crypto holdings already expose him to such a scenario.

Bitcoin is recovering, but the mining network is still cautious. In one month, the hashprice increased by 22.24%, driven by the price increase. However, the hashrate remains below 1 ZH/s, while difficulty has increased again. This situation creates a gap between potential revenues and the computing power being used. For miners, the upcoming adjustments will primarily measure whether this improvement can support a sustainable recovery of the network's capacity.

The question is not settled. The Federal Reserve decides on its rates on September 16, 2026, and the market is divided: the probability of a hike has fallen back to around 50%, after exceeding 60%, following more cautious remarks from a Fed governor. The European Central Bank could also raise its rates this month. As a result, bitcoin (BTC) drifts without direction: around $79,600 on September 7, just under $80,000, after a low of $76,700 on September 5 and a brief return above $80,000, according to CoinGecko.

A Bitcoin wallet estimated at 1.5 million dollars appears in the investigation into the murder of Mexican musician Jonathan Meléndez, his wife, their 3-year-old daughter and a housemaid. Two suspects were arrested less than twelve hours after the incident. The exact link with the BTC remains to be established: Mexican authorities confirm a money demand and a commercial dispute, but not yet the amount of 1.5 million dollars.

Bitcoin has just recorded a technical change that Bitfinex had been expecting for several days. According to the exchange, BTC's weekly Super Trend has become bullish again for the first time since the start of the downward trend. The signal comes after the powerful rebound in August, which had brought the price from the $63,000 area to over $80,000.

The bitcoin market pauses after its surge above 82,000 dollars. On September 6, its price moves around 80,000 dollars, in a narrow zone where buyers and sellers neutralize each other. However, the rise observed since late August maintains solid technical foundations. The price remains above the main daily moving averages, while weekend volumes drop sharply. This configuration now places the market facing several key levels before any new sustained acceleration.

Among declared institutional holders of XRP ETFs in the second quarter of the year, Goldman Sachs held first place. The banking institution thus showed an exposure of 87.45 million dollars as of June 30, far ahead of Jane Street and Millennium Management. In total, the identified banks held 183.5 million dollars in shares. These figures attest to the integration of XRP products on Wall Street, without necessarily showing that these companies directly anticipate a rise in the crypto.

The Polish parliament failed on Friday, September 5 to overturn the third presidential veto on the crypto-asset markets law. The Sejm only gathered 241 votes of the 266 required, despite pressure from Prime Minister Donald Tusk amid the Zondacrypto scandal, an exchange accused of embezzling 94 million dollars of client funds.

After twelve years without access, a British investor regained bitcoins now valued at nearly 4.5 million dollars. Identified under the pseudonym Chris, he initially invested 1500 pounds in bitcoin as early as 2011 via the Intersango exchange platform. The recovery does not come from discovering an old password. Lawyers established his ownership right through legal documents, bank statements, and tracing tools.

Tokenized stocks approached $3 billion in weekly spot volume at the beginning of August. In its analysis published on September 3, Grayscale ranks Robinhood Chain, BNB Chain, and Solana among the main networks of this new segment of the crypto market. Liquidity is growing fast. However, the use of these assets in onchain finance remains limited to about 5% of the market.

According to CryptoQuant data, bitcoin holders have realized 110,000 BTC of net profits since August 19. Such a profit-taking occurs after a rally that led the price from less than 65,000 dollars to over 82,000 dollars. Bitcoin is now trading around 80,000 dollars, while numerous indicators point to a slowdown in demand. Thus, the risk of correction increases, but the overall trend is not yet bearish.

Kalshi's US traffic soared by 1,520% in one year, driven by sports betting which accounts for 83% of its volume. At the same time, the platform launches leveraged crypto perpetuals on BTC, ETH, BNB and 14 other assets, while its regulatory status is being decided before the Supreme Court.

Oil, the fallen king, watches Bitcoin steal the spotlight in the UAE. Black gold gives ground to digital gold — even sheikhs are joining the party. Meanwhile, jobs are sliding. Quite the transition!

In Biarritz, the SHAKA Festival stage is not reserved for headliners. From September 24 to 26, 2026, the SHAKA Startup Challenge gives selected young shoots a few minutes to convince, live, an audience where investors sit in the front row. For a founder, crypto or not, it might be the real reason to make the trip. Cointribune is a partner of the edition, with a discount code included.