The crypto market starts the month of October with multiple events likely to change the balance of power. Indeed, Bitcoin remains essential, however Ethereum, Solana, Chainlink, and BNB also have catalysts that would attract investors' attention.
Capital B buys 13 BTC ($1.1M) through the issuance of 172,978 shares subscribed by TOBAM funds and holds 3,538 BTC. According to calculations, the company’s Bitcoin reserve is worth $57.7M less than its acquisition cost (ECB rate of 09/28/2026).
Bitcoin continues, in my opinion, to show a generally positive structure, even though the market remains very volatile. After the recent rise, I would not be surprised to see BTC correct further before resuming. A drop towards the 82,000-79,000 dollar zone remains quite possible and, in my eyes, this would not mean that the bullish trend is over.
Bitget has started restoring withdrawals after the September 24 security incident that resulted in approximately $388 million in unauthorized transfers. BTC withdrawals reopened on September 28 across the Bitcoin and BSC networks, while the exchange continues a phased restoration of other assets. Bitget says user account balances were not affected and no additional unauthorized transfers have been identified since the incident was contained.
Strive continues to buy bitcoin almost every week. The Nasdaq-listed company acquired an additional 1,107 BTC for 94.5 million dollars between September 21 and 25. Average price: 85,396 dollars per bitcoin. Its reserve now reaches 27,462 BTC, or about 2.3 billion dollars at current prices.
Bitcoin is about to sign its best third quarter since 2017, with a gain of more than 42% since early July. However, the return of the price below 83,000 dollars weakens this performance before the release of decisive US data.
The crypto market has not yet entered a confirmed altseason period, however many altcoins strongly outperform bitcoin. Unlike previous cycles, various capital focuses on a limited number of projects, essentially those generating revenue or meeting specific uses.
Faced with the programmed scarcity of Bitcoin, Strategy reaches a historic milestone by locking in over 4% of all bitcoins in circulation. But Michael Saylor's firm is no longer alone, and other giants like Strive are accelerating the pace. An analysis of an unprecedented treasury race.
Gold and silver lost about 1,050 billion dollars in market value on Monday, weighed down by bets on a new Fed rate hike. Caught between a strong dollar and high bond yields, bitcoin also dropped.
Bitcoin broke below 83,000 dollars on Monday after having again approached 85,000 dollars over the weekend. BTC dropped to about 82,700 dollars on some marketplaces, erasing a new part of its September rally. Nasdaq futures are also declining while oil prices are rising again. Tensions between Washington and Tehran return to the forefront.
Michael Saylor wants to enshrine five freedoms at the heart of the crypto economy: create, issue, hold, transfer, and use digital assets. In an essay published on September 26, the Executive Chairman of Strategy advocates a "declaration of digital rights" rather than a new catalog of restrictions. His ambition goes far: to enable 10 million new companies to raise capital through digital markets.
The market is watching Strategy's movements, as the company could reveal a new bitcoin purchase. On Sunday, Michael Saylor, executive chairman of the company, posted a chart accompanied by the message "Even more orange." This signal usually occurs before the release of new acquisition figures. On Mondays, Strategy typically reports its purchases to US authorities. After a purchase of 950 BTC was announced following a similar message, this post now attracts the attention of the crypto market.
Jurrien Timmer sees bitcoin, the crypto queen, reaching $300,000 in 2029. His Power Law model relies on the support of $60,000 and the BTC/gold ratio.
The crypto market returns to a key level as the bitcoin price tests a major resistance again. Jurrien Timmer, global macroeconomics director at Fidelity, believes a four-year bullish cycle could be underway. Nine months earlier, he considered 2026 a year of respite after a down phase. His chart places the 80,000-dollar threshold at the center of the scenario, with a projection toward 100,000 dollars in case of a breakout.
Bitcoin and the US dollar rise simultaneously. Since early August, BTC has gone from around 63,000 dollars to nearly 87,000 dollars before returning to about 84,600 dollars. However, the DXY also follows an upward slope. Falling to around 98.4 in early September, the dollar index now trades above 101. An unusual situation for two assets whose movements have often been opposite.
Bitcoin enters October around 85000 dollars after gaining nearly 9% in September. Its seasonal history and several on-chain indicators support the "Uptober" scenario, but profit-taking is already reaching an unprecedented level in 2026.
Bitcoin records its second-best Q3 performance in history with +43.5%, while Ethereum explodes its record with +71%. A quarter driven by strong ETF demand and controlled profit-taking. At the same time, the gold-bitcoin rotation theory reemerges… coincidence?
The SEC brings new clarifications to the crypto market. In an FAQ published on September 25, its staff details the treatment of tokens, liquid staking, buyback programs and promises made by issuers. A crypto asset that is not itself a security can still be sold under an investment contract. It all depends in particular on what the issuer promises to buyers.
The cost of protecting bitcoin against quantum computing has sharply dropped in a few days. An open competition led by StarkWare, Yukon Research, and Eigen Labs allowed developers and AI agents to speed up the necessary calculations. In one week, the estimate went from about 320 dollars to 67 dollars in GPU computation. This decrease especially shows how code optimization can reduce the resources needed to build transactions capable of better resisting the quantum threat.
The cryptocurrency market enters a phase where every level counts. On Saturday, September 26, 2026, bitcoin trades below its all-time high after a pullback from 87,374 dollars. The rise since mid-September remains visible despite less sustained activity. The hourly, four-hour, and daily charts show consolidation around 84,000 dollars. From then on, supports near 83,000 dollars and resistances from 85,500 to 86,000 dollars focus traders' attention.
What if Bitcoin could whisper your transactions instead of shouting them in public? Three researchers have just put a plan on the table that would allow Zcash-style privacy on Bitcoin without touching the protocol.
American Bitcoin ETFs remain in the green, but the pace has clearly changed. After a record $998.9 million inflow on Monday, flows dropped to $190.7 million on Thursday, September 24, a decline of about 81% in three sessions. The streak remains positive, however: six consecutive days of inflows have brought more than $2.8 billion to the funds. Bitcoin itself retreated around $83,800 after exceeding $87,000 at the start of the week.
The group is preparing an evolution of its dividend policy. The company wants to obtain the agreement of its shareholders to modify the payment schedule of its four preferred shares, including STRC. If the proposal passes, each calendar day will become a record date, with payment on the next business day. This measure brings Strategy closer to a model already adopted by Strive, another bitcoin treasury company. The project comes as STRC seeks to stabilize its price after its drop in June.
The query "how to buy bitcoin" now surpasses "how to invest in AI" on Google Trends. This result indicates a more direct intention around BTC, but it does not measure the actual number of buyers or invested capital.
The crypto market is going through a new phase after a strong price increase. This rise pushes some holders to sell in order to quickly realize gains. However, the pace of profit taking remains lower than that observed at previous peaks. Bitcoin gained 44% over the quarter, reaching nearly 85,000 dollars. After three consecutive quarters of decline, flows to ETFs show that demand remains active and supported in the current crypto market.
Bitcoin is often presented as "digital gold." In institutional portfolios, its classification is sometimes quite different. A Bitwise survey conducted among 15 major institutions shows that several still place their crypto investments in pockets dedicated to technology, innovation, or venture capital. Yet Bitcoin remains the common asset among all respondents exposed to cryptocurrencies. Allocations range from 0.5% to 13% of investable assets, with a majority between 1% and 2%.
Sequans Communications sold its last 314 BTC and officially ends its Bitcoin strategy. The French group now holds no crypto on its balance sheet, after owning more than 3,200 BTC at the peak of its accumulation. This exit comes at a bad time for all treasury companies: according to DWF Ventures, only 4 of the 20 largest companies in the sector still trade above the value of their crypto assets. The premium that fueled their purchases is seriously starting to disappear.
The recent rise in bitcoin prices brings a technical signal that the market is closely watching. On September 22, the price crossed its 365-day simple moving average, around 80,900 dollars. This crossing comes after 310 days below this line, according to Ryan Horst and Joni Zhuleku, the founders of Altcoin Pro. Their study shows that this crossing preceded increases over several previous periods, while reminding them that this indicator does not guarantee a sustainable rise.
Bitcoin briefly crossed its average production cost, estimated at 85000 dollars by JPMorgan, after 280 days below this threshold. This surpass would reduce forced sales by mining specialists, however, the price returning around 84100 dollars makes this relief still uncertain.
The price of bitcoin fell back to around 83200 dollars after crossing the 86000 dollar threshold at the start of the week. Indeed, the rise in bond yields and the probability of a Fed rate hike put an end to this recovery.