Bitcoin (BTC) news
Plume Network: RWA tokenization offers four advantages for asset management
Why it matters: The growing number of projects and wallets shows that real-world asset tokenization is moving from pilots to scaling, attracting institutional capital.
HSBC, Goldman Sachs and JPMorgan expect a 25 bps Fed rate hike on Sept. 15-16
Why it matters: A rate hike strengthens the dollar and bond yields, pressuring bitcoin and risk assets in the short term.
Strive hits 25,000 BTC after $36.6 million purchase
Why it matters: Corporate treasuries continue to build up BTC, supporting institutional demand.
Goldman Sachs expects a 25 bps Fed hike to 3.75–4.00%
Why it matters: A rate hike will increase pressure on risk assets, including bitcoin and the crypto market.
Bitcoin rises to $78,417, Ethereum to $2,498
Why it matters: Rising BTC dominance and a surge in derivatives volumes point to capital concentrating in bitcoin ahead of the Fed meeting.
Markets price in 91% probability of a Fed rate hike
Why it matters: Fed tightening weighs on risk assets and bitcoin, pushing up bond yields and borrowing costs.
Bitcoin miner indicator flashes buy signal: historically about 41% gains
Why it matters: The signal has historically preceded BTC gains, but the week's outcome will be decided by the Fed meeting and the CLARITY Act vote.
Coinbase jumps 6% after Compass Point upgrade ahead of CLARITY Act vote
Why it matters: The Senate vote on the CLARITY Act this week is a key catalyst for crypto stocks and the broader industry.
Binance Launches Agent OS for AI Agents in Crypto Trading
Why it matters: AI agents could simplify access to trading, but security and liability questions around autonomous trades remain open.
Grayscale Launches Four Model Portfolios for Financial Advisors
Why it matters: Grayscale is moving from single products to diversified portfolios, opening a new channel for inflows from advisors.
Strive Buys Another 1,375 BTC for $109M, Reserve Reaches 24,531 BTC
Why it matters: Strive is accelerating BTC accumulation to overtake Twenty One Capital and take second place among public bitcoin-holding companies.
Prediction Markets Price September Fed Rate Hike at 78–81%
Why it matters: A rate hike for the first time since 2023 would strengthen the dollar and yields, which historically pressures liquid assets including bitcoin.
Traders Cut Bitcoin Positions by 13.5% Ahead of Fed Meeting and CLARITY Act Vote
Why it matters: Lower leverage reduces the risk of cascading liquidations, but the outcome of the week will set the market's direction for months ahead.
Bitcoin rebounds above $70,000, but market sees 85% odds of a Fed rate hike
Why it matters: The outcome of the Fed meeting will determine whether BTC's rebound continues or rising yields cut it short.
US 10-year Treasury yield tops 5% for the first time since 2023
Why it matters: Rising yields tighten financial conditions and reduce the odds of a Fed pause, weighing on risk assets including bitcoin.
Stablecoin market cap falls $414 million as DEX volumes rise 8%
Why it matters: The decline in stablecoins alongside rising DEX volumes and BTC purchases points to conversion rather than liquidity leaving the market.
Strategy buys no BTC, Strive adds 469 BTC, KULR sells all reserves
Why it matters: Diverging moves by treasury companies show that corporate demand for bitcoin is uneven ahead of expectations for the Fed's decision.
Teravolt proposes repurposing bitcoin farms for AI power supply
Why it matters: AI growth could intensify competition for electricity and push bitcoin mining off cheap energy sites.
JPMorgan double-upgrades IREN to Overweight on AI pivot
Why it matters: A signal that Wall Street values miners' pivot to AI infrastructure above pure proof-of-work mining.
Alice Liu: bitcoin's bottom this year may have been $59,000
Why it matters: The view that the bottom is in supports a bullish scenario, but the market remains dependent on the Fed's rate decision.