Bitcoin (BTC) news
Apollo economist: 60 bps rise in hyperscaler CDS signals credit stress
Why it matters: Rising credit risk among the largest technology borrowers could add pressure on risk assets, including bitcoin.
Ledger CTO: bitcoin's migration to post-quantum signatures could take years
Why it matters: The shift to post-quantum signatures will require years of coordination among developers, wallets and nodes, as well as consensus on the fate of "dormant" coins.
US stalls CLARITY Act but advances bitcoin reserve bill
Why it matters: Creating a government BTC reserve could boost institutional demand, while the CLARITY Act delay keeps regulatory uncertainty in place.
Revolut confirms KYC data leak; House committee approves bitcoin reserve bill
Why it matters: The leak hits trust in exchange KYC procedures, while approval of the reserve bill could cement government demand for bitcoin.
Bitcoin miners shift capacity to AI as public companies' hashrate falls 56 EH/s
Why it matters: The shift of capacity into AI changes mining economics and the structure of bitcoin's hashrate, affecting difficulty and the profitability of remaining miners.
Bitcoin Core under intensified AI security scanning as most reports are false
Why it matters: The rise in AI scanning could speed up the discovery of real vulnerabilities but requires filtering out false reports.
Bitcoin options open interest rises to $40.3B, demand shifts to $74,000 puts
Why it matters: The growing share of puts in short-term trading points to hedging against downside risk ahead of the September 18 expiry.
CryptoQuant: Bitcoin's bullish momentum is fading, Coinbase Premium turns negative
Why it matters: Weakening US demand and rising exchange deposits of ETH and altcoins increase the risk of a deeper correction if BTC loses $70,000.
BlackRock withdraws 656.71 BTC and 5,150 ETH worth $62 million from Coinbase Prime
Why it matters: Large movements from BlackRock's custody accounts are tracked as an indicator of institutional demand for BTC and ETH.
River: long-term investors should hold up to 10% of their portfolio in Bitcoin
Why it matters: The report strengthens the case for including Bitcoin in institutional portfolios amid rising US government debt and the breakdown of stock-bond correlation.
Arkham: Satoshi Nakamoto's wallet gained $12.37 billion in value in a month
Why it matters: The largest 'dormant' wallet remains off the market, but its valuation serves as a gauge of the scale of unrealized supply.
Peter Schiff: rising US Treasury yields will hit bitcoin too
Why it matters: The argument that rising Treasury yields pressure risk assets reinforces the bearish backdrop for bitcoin ahead of the Fed meeting.
Wintermute transfers 2,550 BTC worth $193 million to Binance
Why it matters: A large inbound BTC flow to an exchange from a market maker may signal preparations for selling and weighs on the price.
BTC long account share in dollar margin falls 5.06 pp, Solana 3.95 pp
Why it matters: The sharp drop in the long account share in dollar margin indicates institutional traders are moving out of risk ahead of the Fed decision.
BTCPay Server 2.4.4 closes LND vulnerability, but custom proxies remain a risk
Why it matters: Owners of BTCPay Server with a custom proxy need not only to update but also to close external access to LND, otherwise the node's funds are at risk.
Kalshi: Bitcoin $100K year-end odds fall to 18%
Why it matters: The sharp drop in Bitcoin expectations reflects weakening bullish sentiment amid expectations of a Fed rate hike.
Bitwise CIO: CLARITY Act failure won't break the bull market
Why it matters: The stance of a major asset manager shows the market can grow without a new law — driven by regulators and institutional inflows.
Market prices in three more Fed rate hikes through June 2027
Why it matters: Fed tightening weighs on risk assets and bitcoin while supporting the dollar and Treasury yields.
U.S. House committee to consider strategic bitcoin reserve bill H.R. 8957
Why it matters: Enshrining the reserve for 20 years reduces the risk of government selling pressure and sets a separate track for U.S. crypto policy.
Bessent opens talks with China on AI risks, bitcoin at $75,700
Why it matters: Easing U.S.-China tensions could support risk appetite, but there are no concrete crypto decisions yet.