Satoshi Tweeted
— Keeping a close eye on crypto news so you don't miss the next 2009 — Read by the Winklevoss twins and Musk, allegedly — 4E 6F 77 20 79 6F 75 20 6B 6E 6F 77 Any questions: @net_admin_global
Mostrar más📈 Análisis del canal de Telegram Satoshi Tweeted
El canal Satoshi Tweeted (@satoshi_e) en el segmento lingüístico de Inglés es un actor destacado. Actualmente la comunidad reúne a 88 444 suscriptores, ocupando la posición 1 346 en la categoría Criptomonedas y el puesto 440 en la región Internacional.
📊 Métricas de audiencia y dinámica
Desde su creación el невідомо, el proyecto ha mostrado un crecimiento acelerado, reuniendo a 88 444 suscriptores.
Según los últimos datos del 19 octubre, 2026, el canal mantiene una actividad estable. En los últimos 30 días la variación de miembros fue de -1 265, y en las últimas 24 horas de -33, conservando un alto alcance.
- Estado de verificación: No verificado
- Tasa de interacción (ER): El promedio de interacción de la audiencia es 11.10%. Durante las primeras 24 horas tras publicar, el contenido suele obtener 11.10% de reacciones respecto al total de suscriptores.
- Alcance de las publicaciones: Cada publicación recibe en promedio 9 821 visualizaciones. En el primer día suele acumular 9 819 visualizaciones.
- Reacciones e interacción: La audiencia responde de forma activa: el promedio de reacciones por publicación es 388.
- Intereses temáticos: El contenido se centra en temas clave como u.s, cycle, liquidity, etfs, analyst.
📝 Descripción y política de contenido
El autor describe el recurso como un espacio para expresar opiniones subjetivas:
“— Keeping a close eye on crypto news so you don't miss the next 2009
— Read by the Winklevoss twins and Musk, allegedly
— 4E 6F 77 20 79 6F 75 20 6B 6E 6F 77
Any questions: @net_admin_global”
Gracias a la alta frecuencia de actualizaciones (últimos datos recibidos el 20 octubre, 2026), el canal mantiene la vigencia y un amplio alcance. La analítica demuestra que la audiencia interactúa activamente con el contenido, lo que lo convierte en un punto de referencia dentro de la categoría Criptomonedas.
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— Whale holdings have reached 3.03M BTC. — Their monthly balance growth is the strongest since February 2026. — CryptoQuant’s Bull Score recovered from 20 in July to 80 in October. — The firm considers this consistent with the early stages of a new bullish cycle.⚠️ Context:
— Large Bitcoin-backed borrowers are also becoming more active. — Borrowers with loans above $10M increased their USDT borrowing by 83% in September. — Smaller borrowers moved in the opposite direction, reducing their total borrowing by 17%. — Borrowing against BTC allows large holders to access liquidity without immediately selling their coins.The interesting part is the split between big money and retail. CryptoQuant sees whales rebuilding exposure while smaller investors are still hesitant. Bottom line: the price chart looks uncertain, but large holders are behaving differently from the crowd. That does not guarantee an immediate rally, especially with ETF demand still uneven. It does suggest that the bigger players have not abandoned Bitcoin. Satoshi Tweeted🔑
| 2 | 🟠 Nearly $1B has left Bitcoin ETFs in just two weeks
October was supposed to be Bitcoin’s comeback month, but Wall Street is telling a different story. US spot BTC ETFs have lost around $910M over two consecutive weeks, while Bitcoin briefly slipped below $80K. The biggest concern is not the price drop itself — it is how quickly institutional demand has reversed.
📊 What it means:
— Bitcoin ETFs lost $228.6M in the week ending Oct. 16.
— That followed $681.1M in withdrawals the previous week.
— October ETF flows are now negative by roughly $615M.
— Wednesday alone saw $261.4M leave the funds after hotter US inflation data.
⚠️ Context:
— BTC briefly traded below $80K during the sell-off.
— Nearly $950M in leveraged crypto positions were liquidated over 24 hours.
— Bitcoin also slipped below the estimated average ETF investor cost basis near $82.3K.
— Despite the recent selling, BTC ETFs have attracted around $57.3B in cumulative net inflows since launch.
Bottom line: Bitcoin ETFs spent September rebuilding confidence, only to lose almost $1B in two weeks. The next recovery needs more than a price bounce. It needs the buyers who drove the previous rally to return.
Satoshi Tweeted🔑 | 8 982 |
| 3 | 🟠 Bitcoin loses $82K — and inflation just made things worse
Bitcoin dropped to $81,926 after US inflation came in hotter than expected. September CPI reached 3.7% instead of the forecast 3.6%, and that small difference was enough to send bond yields higher, push gold lower and put fresh pressure on BTC. The real problem? Markets are suddenly pricing in a much greater chance of another Fed rate hike.
📊 What it means:
— US CPI rose 3.7% year-on-year, exceeding expectations.
— Gasoline prices jumped 9.1%, accounting for more than half of the monthly inflation increase.
— Core CPI also surprised to the upside at 2.6%.
— The probability of a 25 bps Fed hike in October jumped to 53.7%, from just 22.1% the previous day.
⚠️ Context:
— US 10-year Treasury yields surged to 5.329%, approaching multidecade highs.
— Gold dropped to $4,079 as inflation data shook financial markets.
— Bitcoin is struggling around the crucial $82.5K–83.4K support zone.
— Friday's PPI report could add more pressure if producer inflation also exceeds forecasts.
Bottom line: Bitcoin is facing an uncomfortable combination of rising inflation, expensive oil and renewed Fed tightening fears. The $82.5K–83.4K zone is now the immediate test for bulls. Reclaim it, and BTC has a chance to stabilize. Stay below it, and sellers could gain the upper hand before the next inflation report.
Satoshi Tweeted🔑 | 10 455 |
| 4 | 🟠 Bitcoin is not trying to beat Visa. It is trying to beat gold.
Saifedean Ammous says people are looking at Bitcoin the wrong way: BTC does not need to be used for coffee payments to function as money. In his view, holding Bitcoin as a store of value is already monetary use — and as the asset matures, volatility should fall while Bitcoin grows toward gold’s territory.
📊 What it means:
— Ammous argues that Bitcoin’s monetization is already happening through saving, not daily payments.
— He says low payment usage does not prove Bitcoin failed as money.
— His bigger thesis: BTC can become less volatile than gold over time.
— If that happens, Bitcoin could eventually compete with gold as the main global store-of-value asset.
— Today, Bitcoin’s market cap is around $1.6T, while gold is near $29T.
⚠️ Context:
— Professor Lawrence White argues the opposite: Bitcoin’s fixed supply makes it too volatile for a reliable medium of exchange.
— He says stablecoins have taken most transaction volume because they avoid BTC’s price swings.
— Bitwise previously projected a $1M Bitcoin by 2029, which would put BTC near gold’s market cap.
— Adam Back also expects Bitcoin to rival gold as a hedge against fiat inflation and financial instability.
— The real debate is not whether BTC can process more payments — it is whether the world keeps treating it as better money over time.
Bottom line: Bitcoin’s biggest battle is not against stablecoins. Stablecoins are for transactions. Bitcoin is fighting for the role of digital gold — and if volatility keeps falling while adoption grows, that fight gets much more serious.
Satoshi Tweeted🔑 | 9 166 |
| 5 | 🟠 Bitcoin is under pressure — but the real fight is ETF demand
Bitcoin dropped toward $82K as October’s selling pressure continued. The biggest problem is not just the price chart: nearly $1B has already left BTC and ETH ETFs this month, and now the market is waiting to see if real buyers step back in.
📊 What it means:
— Bitcoin ETFs lost $244.1M on Thursday.
— BTC ETF outflows for October reached $407.4M.
— Ether ETFs lost another $72.5M, extending their losing streak to 8 sessions.
— ETH funds have now shed $641.3M during the streak.
— Combined BTC and ETH ETF outflows this month reached $986.3M.
⚠️ Context:
— Bitcoin fell as low as $80,427 before recovering toward $82.5K.
— Glassnode says the breakout needs stronger spot volume and ETF buying to prove it has real support.
— ETF flows have become one of the clearest signals of institutional demand.
— The market is no longer asking only “can BTC go higher?” — it is asking “who is still buying?”
Bottom line: Bitcoin’s chart is holding, but the money flow is the real test. A breakout without ETF demand is fragile. If institutional buyers return, the pullback could become just another accumulation phase. If not, October may need a deeper reset before the next move.
Satoshi Tweeted🔑 | 9 705 |
| 6 | 🟠 Bitcoin just became collateral at a South Korean bank
This is the kind of headline that would have sounded insane a few years ago: a South Korean commercial bank is reportedly issuing won-denominated business loans backed by Bitcoin. Jeonbuk Bank is not treating BTC like a meme asset here — it is using it as collateral for corporate lending, with a third-party custodian holding the coins.
📊 What it means:
— Jeonbuk Bank reportedly became South Korea’s first commercial bank to accept BTC as loan collateral.
— The product is aimed at businesses looking for operating capital.
— Bitcoin is held by a specialized custodian, not directly by the bank.
— If a borrower defaults, the bank can recover funds through court-ordered crypto sales.
— Loan size, interest rate and LTV requirements have not been disclosed.
⚠️ Context:
— The move follows new South Korean enforcement rules that took effect on Oct. 1.
— Those rules create procedures for seizing and liquidating claims to virtual assets.
— This gives banks a clearer path to use crypto collateral without holding the asset themselves.
— Jeonbuk Bank reportedly already issued a loan, but the borrower was not named.
— The bigger signal is that Bitcoin is moving deeper into traditional credit markets.
Bottom line: this is not just another “bank likes crypto” headline. It is Bitcoin being plugged into real-world lending infrastructure. If more banks follow, BTC stops being only a speculative asset on a chart — and starts acting like collateral inside the financial system.
Satoshi Tweeted🔑 | 11 416 |
| 7 | 🟠 Bitcoin and Ether ETFs are bleeding almost $1B this month
Crypto ETFs started October with a hard reversal: Bitcoin and Ether funds have now lost $986.3M combined this month. Bitcoin ETFs dropped another $244.1M on Thursday after a $484.9M outflow on Wednesday, while Ether ETFs extended their losing streak to eight straight sessions. The timing is ugly too — BTC just fell as low as $80,427, and the market is still waiting for proof that this breakout has real demand behind it.
📊 What it means:
— Bitcoin ETFs have lost $407.4M so far in October.
— Ether ETFs have lost $578.9M this month.
— Combined outflows are now close to $1B.
— Thursday alone saw $244.1M leave BTC ETFs.
— ETH funds have now shed $641.3M across eight straight outflow days.
⚠️ Context:
— Bitcoin traded near $82.5K after briefly falling close to $80.4K.
— Wednesday was the biggest BTC ETF outflow day since June 25.
— Glassnode says BTC needs stronger spot volume and ETF buying to prove the breakout is supported.
— Without that, the rally looks weaker with every failed rebound.
— ETF flows are turning into the main signal traders are watching now.
Bottom line: this is where the market gets uncomfortable. Price can bounce, headlines can stay bullish, but if ETF money keeps leaving, the breakout starts looking fragile. Bitcoin needs buyers to show up fast — otherwise October may turn from “Uptober” into a liquidity test.
Satoshi Tweeted🔑 | 8 503 |
| 8 | 🟠 Bitcoin just lost October’s floor as oil and bonds hit the market again
Bitcoin dropped to $82,734, its lowest level so far in October, right as US-Iran tensions pushed oil higher and bond yields ripped to new 24-year highs. BTC had already failed near $87K, and now the market is dealing with a harder setup: expensive oil, rising yields, weaker stocks and fading demand.
📊 What it means:
— BTC fell below $83K and printed a new October low.
— Brent crude jumped to $102, while WTI reached $91.
— The US 10-year yield hit 5.36%.
— The 30-year yield reached 5.73%, the highest level since 2002.
— The S&P 500 fell 0.6% after recently hitting fresh all-time highs.
⚠️ Context:
— Iran-linked comments around the Strait of Hormuz brought oil risk back into focus.
— Higher oil can feed inflation pressure and push long-term rates even higher.
— Bitcoin also lost the 21-day SMA near $83,850, which had been short-term support.
— CryptoQuant says spot demand is weak and futures traders are also reducing risk.
— Since Sept. 22, Bitcoin open interest fell from about $28.8B to $26.0B.
Bottom line: this is not just a normal pullback after a failed breakout. Bitcoin is now fighting macro pressure and weak internal demand at the same time. If bulls cannot quickly reclaim the low-$84K area, the next debate moves from “when $87K breaks” to how deep the reset can go.
Satoshi Tweeted🔑 | 10 770 |
| 9 | 🟠 Bitcoin flushed $550M in longs — and someone was already short
Bitcoin dropped below $84K in a sharp two-hour move, liquidating more than $550M in crypto long positions. The part traders noticed immediately: just before the drop, four wallets opened 40x leveraged BTC shorts on Hyperliquid, raising the obvious question — was this just normal market positioning, or did someone know where liquidity was sitting?
📊 What it means:
— BTC briefly fell to $83,560 before bouncing back near $84K.
— More than $550M in crypto longs were liquidated in 24 hours.
— Four wallets opened shorts on 148.49 BTC with 40x leverage before the move.
— Bitcoin held its 21-day moving average near $83,850.
— Open interest quickly rebounded from $54.2B to $55.3B, showing traders stepped back in near the lows.
⚠️ Context:
— BTC failed to push through $86,500 before the drop.
— Ask liquidity above price kept the market capped.
— The 21-day SMA is the first short-term support bulls needed to defend.
— Below that, $82,500 remains the bigger trend-defining level.
— Rekt Capital says BTC needs a daily close above $86,700 to confirm upside continuation.
Bottom line: this was not a clean breakdown, but it was a warning shot. Bitcoin held the first support zone, yet the market just proved how much leverage is still sitting in the system. If BTC reclaims $86.7K, bulls regain control. If $82.5K breaks, the next flush could be much uglier.
Satoshi Tweeted🔑 | 10 970 |
| 10 | 🟠 Bitcoin is back under $86K — one year after its ATH
Bitcoin is trading around $85.5K, almost exactly one year after hitting its $126K all-time high on Oct. 6, 2025. That puts BTC roughly 32% below the record, while US spot Bitcoin ETFs just flipped back to outflows with $89.9M leaving on Monday.
📊 What it means:
— Bitcoin ETFs lost $89.9M after two days of inflows.
— The funds had added around $293M over the first two October sessions.
— BTC traded near $85,559, about 32% below its 2025 all-time high.
— ETF trading volume reached $2.18B.
— Since the ATH, cumulative BTC ETF inflows have dropped from $61.3B to $57.7B.
⚠️ Context:
— Ether ETFs also lost around $51M on Monday.
— ETH funds have now seen five straight trading days of outflows.
— Total ETH ETF outflows during the streak reached $206M.
— Solana and Zcash ETFs also turned red, losing $9.3M and $3.6M.
— XRP ETFs saw no net flows after Friday’s outflow.
Bottom line: the timing makes this one sting more. Bitcoin is still far above the bear-market lows, but one year after the ATH, ETF demand is not screaming confidence. Bulls need inflows to return quickly — otherwise $86K becomes less like support and more like another level the market failed to hold.
Satoshi Tweeted🔑 | 13 342 |
| 11 | 🟠 Bitcoin ETFs keep winning while Ether funds lose momentum
Bitcoin ETFs just printed a third straight week of inflows, adding another $241.1M while BTC traded near $86.2K. The number is smaller than the previous monster week, but the direction still matters: Bitcoin funds are staying green while Ether and Zcash products have already flipped back into outflows.
📊 What it means:
— Bitcoin ETFs attracted $241.1M last week.
— It was the third straight week of net inflows.
— Cumulative BTC ETF inflows reached $57.8B.
— Year-to-date BTC ETF inflows are now around $1.2B.
— BTC gained 3.7% over the week and traded near $86.2K.
⚠️ Context:
— Ether ETFs lost $138M after attracting $690M the week before.
— Zcash ETFs posted their first weekly outflow, losing around $94M.
— Solana and XRP ETFs still stayed positive, adding $2.4M and $4.7M.
— Fear & Greed slipped from 74 to 70, but the market remains in “Greed.”
— ETF demand is no longer rising evenly across every crypto asset.
Bottom line: Bitcoin is still getting the cleaner institutional bid. ETH had a strong run, Zcash cooled fast, and smaller altcoin ETF flows are still too small to change the bigger picture. For now, ETF money is saying one thing clearly: Bitcoin remains the main trade.
Satoshi Tweeted🔑 | 10 236 |
| 12 | 🟠 Bitcoin ETFs opened Uptober green — but ETH funds are leaking
Bitcoin ETFs started October with $102.7M in net inflows, flipping back positive right after a red day and after their strongest quarter of 2026. BTC traded near $85.9K, up 2.1% on the day, while Ether ETFs moved the other way and posted their third straight day of outflows.
📊 What it means:
— Bitcoin ETFs pulled in $102.7M on the first trading day of October.
— That came after $148.7M in outflows the day before.
— Combined BTC ETF assets rose to $109.3B.
— Total cumulative BTC ETF inflows reached $57.6B.
— Bitcoin gained 42.71% in Q3, backed by $6.34B in ETF inflows.
⚠️ Context:
— Fear & Greed slipped from 74 to 72, but the market is still in “Greed.”
— Ether ETFs lost $55.4M on Thursday.
— ETH funds have now seen about $118M leave across three straight sessions.
— Solana ETFs also posted around $6M in outflows.
— XRP ETFs were the exception, adding $4M in net inflows.
Bottom line: Bitcoin is entering Uptober with ETF demand back on its side, but the broader crypto ETF market is not moving as one. BTC is catching fresh inflows while ETH and SOL funds bleed. If this continues, October may start less like a full altcoin party and more like Bitcoin taking the lead again.
Satoshi Tweeted🔑 | 9 347 |
| 13 | 🟠 Crypto feels crowded. Stocks are starting to look interesting again.
Everyone has already heard the same crypto story a hundred times: Bitcoin targets, altcoin rotations, futures setups, liquidations, entries, exits. But while most traders keep staring at the same coins, another market is quietly getting attention again — stocks.
📊 What it means:
— Stock trading is becoming one of the cleaner plays into the end of 2026.
— The market has real volatility, strong names and clear daily setups.
— It is not about chasing random pumps, but reading levels, momentum and news.
— Hedge Capital shares free trading signals every day for those who want to follow the action.
⚠️ Context:
— Crypto is still alive, but the space is overloaded with noise.
— Stocks can offer a different type of opportunity for traders who want structure.
— The key is not just entering a trade, but understanding why the setup exists.
— That is where daily signals and market breakdowns can help.
Bottom line: while everyone is arguing over the next crypto narrative, stocks may become the market where disciplined traders find cleaner opportunities. Hedge Capital is tracking those moves daily.
Satoshi Tweeted🔑 | 9 715 |
| 14 | 🟠 Bitcoin ETFs pulled $6.3B in Q3 — and BTC had its best Q3 since 2017
Bitcoin just closed a monster quarter: BTC gained 42.71% in Q3, while US spot Bitcoin ETFs attracted $6.34B in net inflows. That is not just a rebound from a weak first half — it is the kind of flow reversal that can change the market’s mood fast.
📊 What it means:
— Bitcoin ETFs saw $6.34B in Q3 inflows.
— That was their strongest quarter of 2026.
— Q3 reversed around $5B in ETF outflows from Q2.
— BTC gained 42.71% during the quarter.
— It was Bitcoin’s best third-quarter performance since 2017.
⚠️ Context:
— September brought in $2.65B, down from $3.52B in August.
— July was much weaker, with only $172M in inflows.
— The quarter ended with a $149M outflow day, snapping a 9-day inflow streak.
— Ether ETFs also recovered hard, adding $3.05B in Q3 while ETH gained about 71%.
— XRP, Solana and Zcash funds also attracted fresh capital, showing the ETF bid is no longer only about Bitcoin.
Bottom line: Q3 was the quarter where ETF demand came back and Bitcoin proved the rebound had real weight behind it. The last day showed flows can still cool fast, but the bigger picture is clear: institutions spent the quarter buying the recovery, not fading it.
Satoshi Tweeted🔑 | 9 690 |
| 15 | 🟠 Bitcoin ETFs are still pulling money while altcoin funds start blinking
Bitcoin ETFs extended their inflow streak to nine trading days, adding another $66.2M on Tuesday and pushing the full streak to roughly $3.1B. BTC itself is not exploding yet — it traded near $83.5K and barely moved on the day — but the ETF flow is still doing the important work in the background.
📊 What it means:
— Bitcoin ETFs have now seen 9 straight trading days of net inflows.
— The streak has brought in about $3.1B.
— Year-to-date BTC ETF inflows are back near $1B.
— Tuesday’s inflow was smaller, but still positive at $66.2M.
— BTC traded around $83,567, down 0.4% over 24 hours.
⚠️ Context:
— Ether ETFs finally turned red after 7 straight days of inflows.
— ETH funds lost about $3M on Tuesday after pulling in more than $851M during the streak.
— Zcash ETFs also snapped their run with $8M in outflows on Monday.
— Fear & Greed slipped from 73 to 71, but remains in “Greed.”
— Rising crude prices are capping the rally and keeping risk appetite from getting too aggressive.
Bottom line: Bitcoin ETF demand is still alive, but momentum is cooling. BTC has the inflow streak, ETH just lost its short-term flow streak, and energy prices are keeping the market from going full risk-on. If Bitcoin keeps absorbing capital while staying above the low-$83K area, the next move still belongs to bulls — but the easy chase phase is paused.
Satoshi Tweeted🔑 | 8 795 |
| 16 | 🟠 Bitcoin survived the bond-market punch — but profit-taking is getting louder
Bitcoin bounced back toward $84K after refusing to break below $82.5K, even as the US 30-year bond yield hit 5.58% — its highest level since 2002. That is not a small backdrop: yields are screaming stress, oil and war headlines are still hanging over risk assets, and BTC is now sitting on a level analysts call trend-defining.
📊 What it means:
— BTC rebounded to around $84K without losing $82.5K.
— That $82.5K zone is now viewed as key support for the current uptrend.
— The US 30-year yield hit 5.58%, the highest since June 2002.
— The 10-year yield also touched 5.26%, a level last seen in 2007.
— Rekt Capital says Bitcoin is retesting the old $60K–80K range top as support.
⚠️ Context:
— QCP says crypto is now facing three pressure points: geopolitics, macro data and deleveraging.
— This week’s PCE and jobs data can still shake risk assets.
— Glassnode warns the market is increasingly dominated by profit-taking.
— Bitcoin profitability is stretched at current levels.
— Coins moving in profit versus loss jumped from 0.8 to 1.4 last week.
Bottom line: Bitcoin did what bulls needed most — it held the line. But the next part is harder. If BTC keeps defending $82.5K while profit-taking rises and bond yields stay extreme, the trend looks stronger. If that level breaks, the market will stop talking about resilience and start pricing a deeper reset.
Satoshi Tweeted🔑 | 9 260 |
| 17 | 🟠 Bitcoin ETFs took in $2.4B — but BTC still pulled back
Bitcoin ETFs just printed their strongest inflow week of 2026, pulling in $2.39B after another $134.5M arrived on Friday. That is the biggest weekly inflow since October 2025 — but the interesting part is that BTC still slipped from above $87.1K to around $83.1K, showing that ETF demand is strong, but not strong enough yet to erase every sell-off.
📊 What it means:
— US spot Bitcoin ETFs added $2.39B last week.
— It was the biggest weekly inflow since the week ending Oct. 10, 2025.
— The previous 2026 high was $1.92B in August.
— Year-to-date ETF flows recovered to about $926M.
— Earlier in July, they were sitting in a $5.55B deficit.
⚠️ Context:
— Monday was the biggest day, with nearly $1B in BTC ETF inflows.
— Daily inflows slowed as Bitcoin failed to hold above $87K.
— BTC traded near $83.1K, down 1.6% in 24 hours but still up 1.7% over the week.
— The Crypto Fear & Greed Index rose to 74, still in “Greed.”
— Ether ETFs also added around $690M, while XRP ETFs pulled in about $76M.
Bottom line: ETF money is clearly back, but the market is not in easy-mode yet. Bitcoin has the demand, the inflows and the greed — now it needs to prove that buyers can defend the pullback instead of just chasing green candles.
Satoshi Tweeted🔑 | 8 976 |
| 18 | 🟠 Bitcoin is fighting $84K while the bond market turns hostile
Bitcoin slipped to around $83.2K after the US 10-year Treasury yield hit its highest level since 2007. That matters because when government debt starts offering higher returns, risk assets feel the pressure — and BTC is now trying to hold its ground while rate-hike odds, oil prices and the dollar all move against it.
📊 What it means:
— BTC fell below $84K during Asian trading hours.
— The US 10-year yield closed at 5.11% and touched 5.13% intraday.
— Markets now price about a 75.3% chance of a Fed hike in October.
— The US Treasury is preparing a buyback of up to $6B in long-dated bonds.
— FOREX.com’s James Stanley flagged $82,833 as the next level to watch if the pullback deepens.
⚠️ Context:
— Higher yields can make leveraged Bitcoin trades more expensive.
— Stronger business data and elevated oil prices are keeping pressure on inflation expectations.
— More hawkish signals could push yields and the dollar even higher.
— Softer data could cool the October hike trade and give BTC room to breathe.
— Bitcoin is still entering its strongest seasonal window: October has historically been much better than September.
Bottom line: Bitcoin is not just fighting a chart level here. It is fighting the bond market. If BTC holds the low-$83K area while yields keep rising, that resilience matters. But if the Fed-hike trade gets even stronger, $84K may turn from support into the next ceiling.
Satoshi Tweeted🔑 | 8 905 |
| 19 | 🟠 Bitcoin is close to $90K — and that’s where sellers may wake up
Bitcoin is trading near $86K, and CryptoQuant says the path toward $90K looks open after BTC reclaimed its 365-day moving average. But the same zone may become the first serious test of the new bull move: short-term traders are already sitting on big unrealized profits, and $88K–90K is where many of them may start locking gains.
📊 What it means:
— CryptoQuant sees $90K as the next pressure zone for Bitcoin.
— Coins moved in the last 1–3 months have an average cost basis near $64.3K.
— Around $90.3K, this group reaches roughly 40% profit.
— That area matches a large onchain supply cluster between $88K and $90K.
— Historically, zones like this often bring heavier profit-taking.
⚠️ Context:
— Analysts are not calling this a market reversal.
— They describe it as a natural pause inside an upward trend.
— The reclaim of the 365-day moving average near $80.5K confirmed the start of a new bullish phase.
— Onchain data, technicals and fundamentals still point to further upside.
— CryptoQuant’s Ki Young Ju says institutional demand may make future cycles smoother: fewer extreme pumps, but also fewer deep crashes.
Bottom line: Bitcoin has momentum, but $90K is where the easy part may end. If buyers absorb profit-taking in that zone, the bull trend gets much stronger. If sellers take control, BTC may need a reset before the next attempt higher.
Satoshi Tweeted🔑 | 12 903 |
| 20 | 🟠 Bitcoin started the move. Altcoins are trying to steal it.
Bitcoin pushed toward $86K and helped the total crypto market reclaim $3T, but the more interesting signal is happening under the surface: Glassnode’s Altcoin Cycle Signal just flipped into altseason territory. BTC is still strong, but its dominance is stuck below 60%, and capital is starting to spread wider.
📊 What it means:
— Glassnode’s Altcoin Cycle Signal reached 81.25 out of 100.
— The metric now favors altcoin outperformance over Bitcoin.
— The combined altcoin market cap hit $1.19T, its highest level since late January.
— Altcoins have added 33% in market cap since Aug. 19.
— Bitcoin dominance is still rangebound near 59.7%.
⚠️ Context:
— In August, BTC moved first while altcoins stayed quiet.
— This time, the rally is pulling the broader altcoin market with it.
— Bitcoin dominance failed to break 60%, which keeps the rotation story alive.
— BTC ETFs took in $999M on Monday, while Ether ETFs added $270M.
— Both ETF categories saw their strongest daily inflows since October 2025.
Bottom line: this is not full-blown euphoria yet, but the market is no longer only about Bitcoin. BTC opened the door, ETF flows came back, and now altcoins are starting to catch the bid. If Bitcoin holds the $86K area and dominance keeps stalling, the next big trade may be rotation.
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