📯 Wall Street Weekly Digest
📌 This week was all about
$80K, ETF flows and the Fed.
Bitcoin started September under pressure, then reclaimed $80K as institutional demand came roaring back. U.S. spot BTC ETFs pulled in roughly
$770M during the first four trading days of September, including a massive
$730.9M inflow on September 3. Then Friday's U.S. jobs report reminded everyone that macro still controls the steering wheel.
Bitcoin: I’m back above $80K.
Jobs report: “Are you sure about that?” 😂
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Cryptocurrencies
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Bitcoin reclaimed $80K on September 3, helped by the huge ETF inflow day. BTC later slipped back below $80K after the stronger-than-expected U.S. jobs report pushed rate-hike expectations higher.
BTC keeps visiting $80K like it owns the place.
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Ethereum held around $2.5K, while ETH ETFs remained one of the strongest institutional stories. The market is increasingly seeing ETH as more than simply the second coin as treasury companies and ETFs accumulate it.
ETH finally stopped being BTC's little brother. 😏
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Zcash became one of the week's biggest altcoin stories, reaching its highest price in almost a decade as the launch of the first U.S. spot Zcash ETF attracted institutional attention.
Privacy coins suddenly remembered they can pump too.
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Solana remained strong, trading around $105–107 and outperforming BTC on several sessions. Solana's ecosystem also reported
5.2B non-vote transactions during August, $143M in app revenue and more than $683M of tokenized-equity supply.
SOL is basically running its own little economy. 🚀
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Crypto Exchanges & Institutional
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Bitcoin ETFs attracted approximately $770M during September 1–4. The September 3 inflow of
$730.87M was the strongest single-day result since January and one of the biggest ETF days of 2026.
Wall Street didn't get the memo that September is supposed to be bearish.
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BlackRock's IBIT was responsible for roughly $454M of the September 3 inflow, followed by ARKB at about $137.7M and Fidelity's FBTC at around $74.4M.
BlackRock casually absorbed half the day's flow. 🐳
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Ethereum ETFs also remained active, with the September 1 session bringing another $87.7M of inflows and extending the ETH ETF streak to 11 sessions. The streak was finally broken on September 3, when ETH ETFs saw $48.1M of outflows.
ETH had a 12-day winning streak. Respect. 🫡
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Kraken announced the delisting of 21 tokens, with trading and deposits ending September 11. Withdrawals remain available until December 10.
September cleaning day came early. 🧹
🪙
Financial News & Stablecoins
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USDC supply increased by roughly $584M during the week, contributing to more than $1B of growth across the stablecoin market. The expansion suggests fresh liquidity continues entering the crypto ecosystem despite BTC's volatility.
Stablecoin liquidity keeps quietly doing the heavy lifting.
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A group of 21 global banks and financial institutions reportedly moved toward launching a reserve-backed USD stablecoin, targeting cross-border payments and settlement, with a potential launch in the first half of 2027.
TradFi finally wants its own stablecoin. 💵
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Regulation
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The U.S. Senate's September 15 vote on the Clarity Act is becoming a major crypto-market event. The legislation could establish a clearer division of authority between the SEC and CFTC and provide a broader framework for digital assets.
Crypto regulation finally has a date on the calendar.
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Important correction: the SEC's “Regulation Crypto Assets” framework is still a
proposal, not a live exemption. The proposal includes potential exemptions for certain offerings up to $5M and $75M thresholds, but nothing has become a blanket exemption for new tokens or issuers.
Crypto Twitter almost celebrated something that hasn't happened yet. Classic. 😂
⚙️
Technology
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Solana's Transaction V1 upgrade is scheduled for September 9, with the goal of increasing transaction capacity by roughly 3.3× and enabling new zero-knowledge-proof and cross-chain functionality.
Solana apparently looked at speed and said: More.
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Solana also continues preparing for Alpenglow, an upcoming consensus upgrade targeting roughly 150ms finality later this year.
Fast chain wants to become ridiculously fast.
🚨
Hacks & Security
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August turned out to be the busiest hacking month of 2026 so far: PeckShield counted
50 major incidents, up 67% from July. Total losses were approximately
$136.3M, however — down almost 50% month-on-month.
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Tectonic was responsible for roughly $74M of August's losses, making it the biggest exploit of the month and one of the largest crypto thefts of 2026.
More hacks, smaller bags. Still not exactly great marketing for DeFi. 😬
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Macro
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The U.S. August jobs report changed the tone of the market. Nonfarm payrolls rose by
162,000, nearly three times the roughly 56,000 consensus estimate, while unemployment remained at 4.1%. The stronger labor data pushed September Fed-hike expectations sharply higher and sent BTC back below $80K.
The Fed wanted economic weakness. The jobs report brought a surprise package. 📦
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Next week's U.S. CPI report is now the big macro event for crypto. Traders will be watching whether inflation gives the Fed room to ease policy or keeps the September rate decision restrictive.
Next boss fight: CPI. 👀
Global Market Data 👇🏻