Getting informed

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.

The Bitget hack ultimately affected about 387.5 million dollars in assets, compared to an initial on-chain estimate of 228 million dollars. The platform claims to have contained the attack but keeps withdrawals suspended during its security checks.

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%.

Real world assets tokenized (RWA) on Solana have just reached a new high. Their value rose to 4.6 billion dollars on September 23, according to RWA.xyz data. At the same time, the number of wallets holding these assets nearly doubled in one month.

XRP and DOGE showed latent losses significantly higher than those of bitcoin and Ethereum according to information provided by Santiment. Such a signal can therefore contribute to reducing the risk of profit-taking, however it does not guarantee a rebound after their new drop.

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.

From 2027, the EU will step up oversight of AI and tokenization as Washington and Beijing accelerate their technology race.

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.

Privacy coins are experiencing a spectacular comeback in the crypto market. In five months, Zcash and Monero have added 24.54 billion dollars in valuation amidst institutional interest and regulatory debates.

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.

In 2026, Kaspa stopped being "just" a fast payments network. After the Crescendo hard fork took the network to 10 blocks per second in 2025, the Toccata upgrade added native smart contracts, KRC-20 tokens and zero-knowledge (ZK) verification in late June 2026. That leaves the question anyone following the project actually cares about: what comes next? The answer is three build-outs, DAGKnight, the climb to 100 blocks per second, and VProgs, plus a Layer 2 ecosystem taking shape, not without friction. Here is what the next upgrades are preparing, and what they do not yet prove.

Peter Brandt believes that the price of Ethereum would reach 8600 dollars following a break of 5000 dollars. Ether progressing around 2660 dollars, this scenario remains distant and depends on multiple intermediate resistances.

An attack against users of the D’CENT App Wallet allowed the diversion of 11.746 million XRP, nearly 20 million dollars. Between September 15 and 20, 6,678 wallets were affected in six waves. More than 5.59 million XRP have already left the network via THORChain. The case does not come from a flaw in the XRP Ledger: the crypto transactions were signed with private keys controlled by the attacker. D’CENT is still investigating how these keys were compromised.

AI giants DeepSeek and Kimi are under Beijing's scrutiny following accusations of query transfers to Claude. The case reignites concerns about data and digital sovereignty.

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.

Solana is generating more fees than Ethereum, but ETH still leads on burn. The gap reveals two very different crypto economic models.

In the third quarter, SHIB shows a cumulative increase of 44.1%, thanks to three consecutive months in the green. Historically, the month of October often has an average return of 167.5%, however this figure almost entirely relies on the spectacular explosion of 2021.

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.

Donald Trump Jr. finds himself at the center of a new offensive in the U.S. Senate. Republican John Curtis, elected from Utah, is asking the judiciary committee to investigate the potential use of family ties to the presidency for financial purposes. He also wants Donald Trump Jr. and Hunter Biden to be subpoenaed to testify. For Donald Trump’s son, the senator notably cites his crypto activities, his links with predictive markets, and certain benefits received from foreign personalities. At this stage, it is a request for investigation, not a conclusion about possible offenses.

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.

In the week ending September 20, the average volume of XRP transferred to the Binance exchange platform reached 21.7 million tokens, 663% higher than its quarterly reference. Meanwhile, XRP surpassed $1.50, however, these inflows are not sufficient to confirm an increase towards $1.80.

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.