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.
Bitcoin is approaching a major derivatives expiration. On Friday, September 25, about 182,000 BTC in options, representing $15.6 billion in notional value, will expire on Deribit. Calls dominate with 106,200 BTC, compared to 75,900 BTC in puts. The settlement occurs while Bitcoin was trading around $85,000 at Deribit's snapshot, significantly above the "max pain" level set at $76,000.
The crypto market crash did not trigger sales among the institutions tracked by Bitwise. Despite a decline of about 50%, none of the 15 entities surveyed reduced their exposure, and several have strengthened their positions. Bitcoin remains at the center of these allocations, often as the primary asset for these investors. Behind this stability, investors cite their durable long-term convictions, while Ether and Solana remain subject to specific exit conditions in their portfolios.
The Russian Ministry of Finance estimates crypto assets held by Russians at 44 billion dollars. The figure, based on expert estimates, is much higher than the data published by the Central Bank.
After failing to hold the $87,000 threshold, bitcoin erased its recent rebound. The price dropped to $83,508, while long position liquidations amplified the downward movement.
Bitcoin Cash jumps 28%, Zcash 9%, and bitcoin falls back below 86,000 dollars. On paper, it looks like a capital flight. Except that while the market looks elsewhere, BlackRock continues to accumulate. Here is what the on-chain data doesn't tell you about BTC.
Cryptocurrency holding is declining among American investors. According to a Gallup survey published on September 21, 11% of them reported holding cryptos in June, down from 17% a year earlier. Despite this decline, bitcoin has strongly rebounded since the survey period.
According to Ki Young Ju, founder of CryptoQuant, the Bitcoin bull cycle would multiply its price by three to five, compared to more than ten during some historical phases. This forecast is based on less extreme volatility and significant institutional presence, but it does not represent a guaranteed price target.
Bitcoin crossed $86,500 on Tuesday after several weeks stuck below this zone. BTC gained 12.2% over seven days, while the total crypto market capitalization rose above $3 trillion. The move accompanies a session very favorable to risky assets: the Nasdaq set a new record, while Brent briefly fell below $98. Bitcoin thus benefits from a significantly different environment than that observed a few days earlier.
The options market sometimes presents scenarios that are difficult to understand at first glance. A trader has just bet $3.17 million on a rise in bitcoin, with an expiration set for October 30. However, reaching $100,000 could cost him his entire initial stake. The position targets precisely $95,000 and relies on a strategy that limits the gain when the price exceeds certain levels. Here is why this operation can produce an unusual outcome.
Zcash takes a new step in Europe with its first ETP listed on Euronext. 21Shares thus opens institutional access to a crypto known for its privacy.
Bitcoin has just held above $86,000 this Tuesday, after many weeks of strong progress supported by the return of appetite for risk. Various observers see in this scenario the end of "crypto winter," however, short position liquidations and monetary uncertainties still call for caution.
Last week, I explained that Bitcoin was still moving inside the $76,000-$82,000 range, continuing the sideways structure we have seen since August. My view remains unchanged: we are getting closer to another attempt to break the $82,000-$83,000 area, but for me a real breakout requires a solid weekly close above that zone.
On Monday, US Bitcoin ETFs experienced their best day of 2026 with nearly 1 billion dollars collected in one session, a record not seen since October 2025. IBIT, ARKB, and FBTC led the charge while bitcoin flirted with 87,200 dollars. But one figure spoils the mood.
The crypto market briefly reclaimed a $3 trillion capitalization on Tuesday, driven by Bitcoin and several major altcoins. BTC was trading around $86,000, up about 4.5% in 24 hours, while DOGE gained nearly 11%, XRP 5.7%, and Solana 3.6%. Behind the rebound, another figure stands out: over $920 million in short positions were liquidated on Monday. American Bitcoin ETFs also attracted nearly $1 billion in a single session.
Bitcoin nearly reached $87000 before falling back to around $85000, after a rise largely amplified by the liquidation of short positions. About one billion dollars of leveraged bets were immediately closed in the crypto market.
The crypto market regains height after a week marked by a correction. On Monday, September 21, bitcoin reached $87,374, its best level since the end of January, while billions of dollars flowed back to cryptocurrencies. The total sector capitalization now approaches $3 trillion. After moving from $75,000 to $76,000, the market finds a firmer momentum, with the $90,000 threshold at the center of discussions.
This Monday, the price of the main crypto approached 86000 dollars, its highest level since the end of January. However, this recovery remains imperfect, as US spot demand has not yet shown strength comparable to that of the price.
Strategy resumes its bitcoin purchases after a two-week pause, acquiring 950 BTC for 75.7 million dollars. The company also repurchases 174 million dollars of its STRC shares. At the same time, Strive buys BTC at almost the same price. And Bitcoin remains tenth in the global asset ranking.
X filed on September 17 before the High Court of London a complaint against two Britons and several unidentified operators. The platform accuses them of artificially inflating the engagement of six Bitcoin-focused accounts to receive at least 207,384 pounds sterling through its former creator payment program.
Bitcoin opens a new week above 80,000 dollars after briefly plunging towards 75,000 dollars during the Federal Reserve's decision. The economic calendar seems lighter, but three appointments stand out: a series of interventions from Fed officials, the first US PMIs for September on Wednesday, and the meeting between Donald Trump and Xi Jinping on Thursday. Last week, the US central bank raised its rates by 25 basis points, for the first time since July 2023. The Bitcoin market must now digest this return of monetary tightening.
The digital asset market changed pace after the rebound observed last week. Bitcoin now surpasses Tesla and Samsung in market capitalization, according to reported data. This progress follows a price rise up to 81,914 dollars on Saturday. Market capitalization reaches 1,615 billion dollars, ahead of two widely followed global groups. The ranking places the digital asset at 13th among monitored assets. Tesla holds 14th place, while Samsung ranks 15th, behind it.
Last week, the crypto market resisted several macroeconomic shocks. After a drop to 75,000 dollars, bitcoin regained ground, reaching nearly 82,000 dollars on Sunday. However, this rebound lost momentum when buyers attempted to cross this zone. Tensions in the Middle East revived caution, while a technical signal confirmed the slowdown of the movement. ETF flows and liquidations provide keys to understanding the correction.
Strategy's bitcoin acquisition could resume after a two-week break, according to a new message from Michael Saylor. Indeed, the company's executive chairman broadcast the group's purchase chart with a reference to the orange color, however no transaction is yet confirmed.
Since September 15, Robert Kiyosaki claims that "the biggest crash in history" has already started. According to him, the movement started from Europe and Japan before gradually spreading to other markets. Some bond indicators give weight to his concern. For the rest, the data does not yet show a scenario of widespread panic.
VanEck is this time attacking Metaplanet's governance, not its Bitcoin strategy. The manager believes that the Japanese group's stock compensation plan remains far too generous despite two adjustments made since August. The pool still represents 14.7% of the fully diluted capital, while executives' exposure reaches 8.2%. Metaplanet has nevertheless reduced the number of potential shares related to this mechanism by 41%. For VanEck, the account still does not add up.
According to Jurrien Timmer, global macroeconomics director at Fidelity, the bitcoin bull cycle could restart for four years. His arguments are based on BTC's resistance above $60,000 and the improvement of its performance against gold.
The bitcoin market experienced an unusual rebound in August, without a wave of new bullish bets. In five days, the price gained 24.6%, while the open interest denominated in cryptocurrency fell by 12.6%. A report from Glassnode and Bybit links this rise to liquidations of short positions. About 64,000 BTC of open interest disappeared during this phase. Sellers fueled the movement, while the options market confirmed persistent bearish pressure.
Bitcoin returned around 80,000 dollars on Friday, but Jason Calacanis does not see it as a comeback. The American investor believes that the asset has lost a good part of its appeal with the general public after 17 years of existence. Michael Saylor replied with a figure: 1,600 billion dollars of capitalization. For the executive chairman of Strategy, Bitcoin does not need to become the next universal means of payment. Its main use would now be the preservation of wealth over the long term.