Bitcoiner

The data recorded on blockchains often gives the impression of providing an accurate reading of financial flows. However, a study by the Bank for International Settlements (BIS) shows that certain metrics can vary depending on the method used. For bitcoin, researchers noted a gap of up to six times in the estimation of the value of transfers made on the blockchain. This difference does not concern exchanges carried out on platforms, but rather the interpretation of transactions recorded directly on the network.

The crypto market is entering a new phase according to Dan Tapiero, who sees potential for Bitcoin. The macro investor estimates that its value could reach $20 trillion by 2035, ten times its current level. This projection also concerns Ethereum, Solana, and companies related to digital assets. For Tapiero, several macroeconomic signals marked a possible bottom, while a new driver could come from artificial intelligence agents and their blockchain transactions in the long term.

Bitcoin is entering a week dominated by two major political and monetary events. On Tuesday, September 15, the U.S. Senate is set to vote on closing debates on the CLARITY Act. On Wednesday, the FOMC will announce its interest rate decision. However, positioning data shows traders have already adjusted their exposure. Since the beginning of the month, open positions have significantly decreased, while the price has declined more moderately. This reset could already change the dynamics of upcoming sessions.

The inter-chain liquidity protocol Symbiosis recovered about 15 BTC after a flaw targeting its Bitcoin bridge. The September 11 incident led the project to suspend its Bitcoin Bridge service and isolate the affected infrastructure. Meanwhile, Symbiosis restored bitcoin trading thanks to Chainflip and THORChain. The protocol also offers a 20% bounty to recover the remaining funds. This operation comes as several bridges have undergone a massive creation of unbacked tokens.

According to Tom Lee, bitcoin quietly disrupts crypto portfolios: 2% initially, versus more than 80% today. Analysis.

The crypto market enters a new phase of uncertainty as Goldman Sachs revises its monetary scenario. The American bank now forecasts a Fed rate hike next week, following stronger-than-expected core inflation in August. This change comes as bitcoin trades below $80,000. Investors have adjusted their expectations, with the probability of a hike now approaching 90%. The September decision could impact market reactions.

The cryptocurrency market remembers the sharp drop of BTC below 58,000 dollars in July. However, on-chain data shows a much weaker reaction than expected after this dip. This discretion of buyers now raises a central question: did this level really represent a durable floor? The HODL Waves indicator provides precise insight into recent supply movements. Its evolution mainly suggests slow accumulation, very different from the reactions observed at previous cycle lows.

The Liquid network is going through a stage of its security incident. After the withdrawal of thousands of bitcoins, Blockstream now refuses all ransom demands. The company states it wants to recover the remaining funds without paying a financial reward. It plans to work with law enforcement, exchange platforms, and digital forensic experts. Liquid has resumed its block production but keeps bitcoin transfers suspended.

Since the beginning of the bull market, cryptocurrency-related stocks have generally followed Bitcoin's recent progress. However, mining companies show a very different trajectory. Since August 17, the price has gained about 22%, while exchanges and companies have moved more in line with the market. This divergence draws attention to miners' stock performances, while several players are also developing computing infrastructures for artificial intelligence.

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.

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

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.

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 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.

Bitcoin treasury companies face a new debate around inclusion criteria in major indices. Saylor and Strategy contest an MSCI proposal targeting certain companies considered nonoperational. The group believes this filter could exclude several digital asset-related stocks. However, the cost of this decision goes beyond the companies concerned, as billions of dollars in capital could be affected. The MSCI consultation remains open until September 30 before a decision is expected in October.

After a 24% increase, bitcoin shows several signs of improvement. CryptoQuant estimates that this rise has shifted on-chain and demand indicators into a bullish zone. Its Bull Score has increased in one week while spot demand accelerates. However, the analysis does not yet consider the cycle change confirmed. A technical level must be crossed to validate this new market phase.

Bitcoin surpasses $80,000, its highest level since mid-May. Complete breakdown and analysis of scenarios to watch.

Peter Schiff believes that artificial intelligence threatens bitcoin by capturing capital, electricity, and data centers.

The Bitcoin network has just passed a new adjustment confirming the fragility of mining in 2026. At block 963,648, mining difficulty decreased by 1.31% after a slight rebound recorded two weeks earlier. Since January, miners have alternated between declines and recoveries without managing to establish lasting growth. This dynamic brings difficulty to only 0.7% above its annual low, while nearly 150 EH/s have left the network.

The rebound of bitcoin toward $69,000 is gaining strength. Geoff Kendrick, analyst at Standard Chartered, links this progression to an improvement in liquidity. His analysis is based on US Treasury measures concerning long-term bonds. The $65,500 level becomes central. A break could signal that the bottom has been reached and open a new phase. This development occurs as the market watches yields. A favorable context supports his analysis and projection.

The digital asset market is going through a more uncertain phase as companies linked to bitcoin adjust their reserves. Strategy now has $4.8 billion in cash, offering several options. Michael Saylor believes this financial cushion can support purchases, share buybacks or debt reduction. At the same time, the company also wants to be able to sell its digital assets if conditions change. This flexibility becomes central as the MSTR stock falls sharply.

The bitcoin market regains some momentum as tensions between Washington and Tehran dominate trading. BTC/USD surpassed 64,000 dollars, with a daily gain of more than 2%. Meanwhile, US stocks fell and gold accelerated, strengthening the divergence between major markets. This development comes as investors also watch derivatives, where funding rates signal a forceful long positioning in the markets.

The crypto market is going through a new phase of tension, as prices remain under pressure for several weeks. In this context, Katie Stockton, founder of Fairlead Strategies, identifies technical signals that could indicate a trend change. According to her analysis, bitcoin now shows a long-term oversold situation on two indicators monitored by her firm. This combination is rare and remains under watch. It could signal the approach of a major bottom, rather than a simple temporary rebound.

The decline in prices would not be enough to stop bitcoin adoption. This is the finding presented on August 12 by Zach Pandl, research director at Grayscale. According to him, several trends far exceed the movements of a market cycle. Public deficits, the rise of blockchain in finance, and the evolution of generational portfolios could thus support demand in the medium and long term. This analysis does not predict an automatic price increase but highlights structural factors capable of continuing their progress despite instability.

Bitcoin open-source development enters a new phase of oversight. A volunteer red team now uses several Chinese AI models to track flaws in hundreds of projects linked to its ecosystem. The Kimi K3 model, designed by the startup Moonshot AI, plays an important role in this operation. Researchers combine automated analysis capabilities and human expertise to identify risks, then discreetly warn the developers concerned before any detailed technical publication in the crypto ecosystem.

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