Satoshi Tweeted

🟠 Bitcoin looks bullish again, but $83K is the real gate Bitcoin’s 24% rally has pushed key market signals back into bull-market territory. CryptoQuant’s Bull Score jumped from 30 to 80 in one week, with 8 out of 10 indicators now flashing bullish. But the market still needs confirmation. The level to watch is around $83K. 📊 What it means:

— BTC briefly climbed above $80K during the rally. — CryptoQuant says this may be the initial phase of a new bull market. — Spot demand is accelerating. — Spot and futures demand are growing together for the first time since early October 2025.

⚠️ Context:

— A weekly close above the 365-day moving average near $83K would confirm the shift more clearly. — LMAX also points to the May high around $82.8K as the next key level. — Break that zone, and the market can start aiming at $100K again. — Fail there, and this may turn into another overheated rally.

The warning sign is profit-taking. Trader unrealized profits are already at 20.5%, the highest since June. Short-term whale holders realized about $1.2B in profits between Aug. 20 and Aug. 22, while exchange inflows jumped to 53,000 BTC. Bottom line: Bitcoin finally has bull-market signals again, but the easy part of the rally may already be done. $83K decides whether this becomes a real trend shift or just another brutal fake-out after a strong green week. Satoshi Tweeted🔑

🟠 Bitget CEO is not buying the rally: she wants $50K BTC Bitcoin just ripped to $79K, but Bitget CEO Gracy Chen is not convinced the bear market is over. She says she is keeping a large part of her portfolio in stablecoins and waiting for a possible BTC buy zone around $50K. Not a hard prediction. More like: “I’ll buy more if the market gives me that price.” 📊 What it means:

— Chen says $50K is her personal Bitcoin buyback level. — She does not name an exact date, but says it could happen later this year or next year. — She also admits BTC could still finish the year $20K higher from current levels. — Other traders are also watching for one more downside phase before a cleaner bull run.

⚠️ Context:

— Michael Terpin still expects BTC could fall into the $40K zone. — Peter Brandt previously pointed to early October as a possible final bottom window. — Chen’s own portfolio is mostly Bitcoin, S&P 500 and stablecoins. — She says less than 1% is in ETH and SOL, and she is openly not excited about most altcoins.

Her one exception is Hyperliquid. Chen says HYPE could benefit if US regulators find a legal way to bring Hyperliquid into the American market. Bottom line: not everyone is celebrating the $79K move as a confirmed new cycle. Some big names still see this as a bear-market rally with one more flush ahead. For Chen, the real opportunity is not chasing green candles — it is waiting for panic near $50K. Satoshi Tweeted🔑

🟠 Bitcoin just printed its biggest weekly dollar gain ever Bitcoin gained $14,264 in one week from Aug. 17 to Aug. 23 — the largest weekly dollar increase in its history. BTC closed the week at $77,387, up 22.4%, and briefly climbed above $79K. On Binance, price reached $79,500, the highest level since mid-May. 📊 What it means:

— BTC is no longer just bouncing, it is breaking structure. — Strive CEO Matt Cole says Bitcoin’s move against gold may be signaling the end of the bear market. — BTC/GOLD already gave early signals before: it peaked before BTC/USD in the last bull phase and bottomed before BTC/USD this year. — Now Bitcoin has broken higher against both the dollar and gold.

⚠️ Context:

— Cole says the outlook for the next 12–18 months has improved sharply. — He still allows a strong correction, but expects buyers to step in if BTC drops. — His long-term thesis is simple: a weaker dollar and AI-driven productivity could increase the premium on scarce assets. — CryptoQuant also linked the rally to a short squeeze on Binance futures.

Bottom line: this is not just another green week. Bitcoin is starting to look like it has entered a new phase. If demand stays strong on pullbacks, the bear-market story may finally be losing control. Satoshi Tweeted🔑

🟠 Bitcoin breaks the 200-day line for the first time in 9 months Bitcoin pushed close to $73K and finally reclaimed its 200-day moving average for the first time since November 2025. That matters because this level is one of the cleanest “is the trend still broken?” signals. BTC spent months under it. Now the market is trying to prove the downtrend is losing control. 📊 What it means:

— BTC crossed above the 200-day moving average for the first time in about 9 months. — The move came after Bitcoin jumped more than 13% since Wednesday. — The rally followed the US Treasury decision to double long-term debt buybacks from $2B to at least $4B per operation. — Lower long-term yields helped risk assets breathe again.

⚠️ Context:

— Treasury buybacks are not debt repayment. They are liquidity support for a stressed bond market. — More liquidity usually helps assets like stocks and Bitcoin. — Standard Chartered says this setup could support a bigger BTC move toward $100K by year-end. — But the key word is “sustained”: one spike above the 200-day line is not enough if buyers disappear.

Bottom line: Bitcoin finally got a real trend signal, not just another random bounce. If BTC holds above the 200-day moving average, the market can start treating this as a proper recovery attempt. If it loses the level fast, the breakout becomes another fake-out. Satoshi Tweeted🔑

🟠 Bitcoin jumps to $69.7K as Treasury quietly adds liquidity Bitcoin ripped 6% and touched $69,749, its highest level since June 2. The trigger wasn’t some magic crypto narrative. It was liquidity. The US Treasury said it will at least double its debt buyback operations from $2B to $4B per round starting Sept. 9. Bond yields dropped fast, stocks rallied, and BTC finally caught the wave. 📊 What it means:

— BTC broke above $69K and hit an 11-week high. — US 30-year yields fell to 5.19% after touching near 20-year highs. — Treasury buybacks add support to the long-term debt market. — More liquidity usually gives risk assets room to breathe.

⚠️ Context:

— This is not the US “paying down debt.” It’s more like rearranging the debt structure. — US national debt is getting close to $40T. — Interest payments already reached $1.4T over the past 12 months. — If rates stay high, that number could rise to $1.7T by late 2028.

The catch: Bitfinex says Bitcoin’s rally still looks underfunded. Stablecoin liquidity on exchanges has fallen by $14B since May, and without that “dry powder,” upside can run out of fuel fast. Bottom line: BTC finally got the liquidity headline bulls were waiting for. But for this move to become more than a sharp relief rally, stablecoin money needs to come back. Otherwise, $70K can turn from breakout level into another place where sellers reload. Satoshi Tweeted🔑

🟠 Bitcoin hits $65K, but the real test is still ahead Bitcoin pushed back to $65K for the first time in a week as US stocks bounced from two-week lows. The trigger was another wave of US-Iran headlines: Trump claimed the Strait of Hormuz is “open and operating,” while oil avoided a major spike. So BTC got relief. But not a clean breakout yet. 📊 What it means:

— BTC reached $65K for the first time since Aug. 10. — S&P 500 bounced after touching its lowest level since Aug. 4. — WTI stayed calmer than expected, trading near $84. — But US 30-year yields hit 5.34%, the highest level since 2007.

⚠️ Context:

— Rising bond yields are still a warning for risk assets. — BTC is approaching the 50-month EMA near $65.8K, which remains resistance. — Analysts are watching a possible reverse head-and-shoulders setup from $62.3K. — If the rebound holds, $76K comes into view. If it fails, $53K becomes the ugly downside target.

Bottom line: Bitcoin is alive again, but $65K is not the victory line. The real fight is around $65.8K. Break it, and bulls finally get room to run. Reject there, and this move becomes another relief bounce into resistance. Satoshi Tweeted🔑

🟠 Bitcoin lost the 200-week line — and 2022 is back in the chat BTC is starting the week near $63K, but the ugly part is the weekly close. Bitcoin closed below its 200-week moving average around $64.2K — the same long-term line that became a major bear-market signal in 2022. The range is still tight: roughly $57.7K to $67.3K. But losing the 200-week level makes the bounce look weaker. 📊 What it means:

— BTC failed to reclaim the 200-week SMA at $64.2K. — Benjamin Cowen says the pattern looks similar to summer 2022: breakdown, bounce, then another loss of the level in mid-August. — Rekt Capital says rejection around $63.2K could confirm the breakdown. — If that happens, BTC may stay trapped inside the $58K–66K range with more downside pressure.

⚠️ Context:

— Markets now see almost 70% odds that the Fed holds rates in September. — Softer CPI and PPI helped stocks, but inflation is still far above the 2% target. — Japan is flashing risk signals too: weak GDP, rising bond yields and a possible BoJ hike. — If Japan’s tightening hits global liquidity, stocks and Bitcoin could both feel it.

The bigger problem: Bitcoin is being left out of the capital rotation. US stocks are near highs, AI still attracts money, but BTC ETF flows remain weak. Last week, Bitcoin ETFs saw $267.2M in outflows. Onchain data is not clean either. Whale deposits to exchanges are rising, and Binance BTC reserves are up to 674,332 BTC — the highest since November 2025. That does not mean instant selling, but it puts more coins back near the market. Bottom line: Bitcoin is not dead, but the setup is fragile. Bulls need to reclaim the 200-week line fast. If BTC keeps failing under $64K, the market will stop talking about recovery and start watching $58K again. Satoshi Tweeted🔑

🟠 Swan CEO says Bitcoin may bottom in October, and altcoins are “basically dead” Swan Bitcoin CEO Cory Klippsten thinks BTC could find its cycle bottom in October, roughly one year after its previous peak above $126K. His downside zone is still ugly: $57K, maybe even $53K, before a recovery. But his bigger take is even sharper: Bitcoin can recover, while most altcoins are no longer real competitors as money. 📊 What it means:

— Klippsten says Bitcoin often bottoms around 12 months after a bull market peak. — BTC peaked above $126K in early October 2025, so October 2026 becomes the key window. — He sees a possible recovery toward $130K before the 2028 halving. — 10x Research is more optimistic and says a bottom could be confirmed earlier if BTC closes August above $63K.

⚠️ Context:

— Klippsten says altcoins are “basically dead” as money. — He believes crypto’s best outcome is to become part of TradFi. — Hyperliquid is his example: a centralized crypto business with a token that could eventually be treated like an exchange or bank. — Wintermute also says altcoin rallies are becoming narrower, with liquidity moving only into names institutions actually want.

Bottom line: this is not a “everything will pump” thesis. Klippsten’s view is colder: Bitcoin may still have one more bottoming phase, but it remains the main asset. Altcoins, meanwhile, are turning into a selective TradFi-style game where only a few winners get real liquidity. Satoshi Tweeted🔑

🟠 Bitcoin stuck near $64K as cool PPI gives markets relief Bitcoin is still moving like it’s waiting for someone else to make the first move. BTC bounced slightly from weekly lows and traded near $63.9K after July PPI came in cooler than expected. The data helped stocks, but Bitcoin didn’t explode. It just avoided another leg down. 📊 What it means:

— July PPI stayed at 0.2% month-on-month. — Year-on-year PPI came in at 4.7%, below the expected 4.9%. — Falling gasoline and energy prices gave the biggest relief. — S&P 500 and Nasdaq opened higher as rate-hike fears cooled a bit.

⚠️ Context:

— The market now sees around 65.6% odds that the Fed holds rates in September. — But the Fed is not fully soft yet: Cleveland Fed president Beth Hammack still sounds cautious on inflation. — BTC keeps retesting the $63K area, and every retest makes support look more fragile. — Glassnode warns that $61K is a danger zone, where long liquidations could add more selling pressure.

Bottom line: cool inflation data gave Bitcoin some breathing room, but not real strength. BTC needs to stop flirting with $63K and push higher with volume. Otherwise, one bad move toward $61K could turn this quiet range into another forced sell-off. Satoshi Tweeted🔑

🟠 El Salvador’s Bitcoin experiment turns 5: great for BTC, messy for locals Five years ago, El Salvador made Bitcoin legal tender and became the first real “Bitcoin country.” The pitch was big: bank the unbanked, cut remittance costs, attract investment and prove BTC could work as sovereign money. Five years later, the picture is awkward. Bitcoin got a global stage. Salvadorans got a much weaker everyday result. 📊 What it means:

— Mass adoption never really happened. — Chivo Wallet gave users $30 in BTC, but most early users stopped after spending the bonus. — Crypto wallets handled barely 1% of remittances by 2024. — Bitcoin payments are still hard to use outside places like El Zonte and other small Bitcoin-friendly zones.

⚠️ Context:

— The IMF deal forced El Salvador to soften the experiment. — Bitcoin acceptance became voluntary, taxes moved back to USD, and public-sector Bitcoin activity was reduced. — Bitcoin Beach still works as a real local BTC economy. — But at the national level, the big promises around financial inclusion and remittances did not land.

The uncomfortable part: for Bitcoin, El Salvador was historic. It proved that a country could put BTC at the center of its economic story. For locals, it often looked more like branding for foreign Bitcoiners than a real payment revolution. Bottom line: El Salvador gave Bitcoin a nation-state flag. Bitcoin gave El Salvador global attention. But five years later, the experiment looks less like “Bitcoin fixed the country” and more like “Bitcoin won the narrative.” Satoshi Tweeted🔑

🟠 Bitcoin slips while retail runs to gold Bitcoin dropped back below $64K and hit a one-week low, while gold stole the spotlight. XAU jumped to $4,435 per ounce, its highest level in nine weeks, as investors moved back into safe-haven mode ahead of US CPI data. The funny part: Bitcoin is still moving with gold on a 90-day basis, but right now gold is getting the love, and BTC is fighting resistance. 📊 What it means:

— Gold ETF GLD saw $50M in retail inflows on Aug. 5, the biggest daily retail inflow since March. — Total GLD inflow that day reached $637M. — In August, investors have already added around $1.4B to GLD. — US spot Bitcoin ETFs saw $244.4M in inflows, but BTC still failed to hold momentum.

⚠️ Context:

— BTC is stuck below the key $66K zone. — The 50-month EMA sits near $65,827 and keeps blocking the move higher. — Since June, Bitcoin has closed above that level only three times. — If BTC breaks above $65.8K, traders see a possible run toward $73K.

Bottom line: gold is getting the panic money, while Bitcoin is still waiting for proof. CPI can decide the next move: break $66K, and BTC gets room to run. Fail again, and this stays another range bounce with weak conviction. Satoshi Tweeted🔑

🟠 Strategy sells BTC again — the treasury machine needs cash Strategy sold 1,690 BTC for $108.6M between Aug. 3 and Aug. 9. The money went straight into buying back STRC preferred shares. This is now the company’s fourth disclosed Bitcoin sale of 2026. 📊 What it means:

— Strategy has sold 6,948 BTC this year. — It still holds 840,447 BTC. — The latest sale was done at an average price of $64,262 per BTC. — Its total average purchase price is much higher: $75,385 per BTC.

⚠️ Context:

— Strategy also sold 1,638 BTC the week before for STRC-related payments. — Its US dollar reserve rose to $4.65B. — STRC recovered to around $95 after recent buybacks. — The company still has $785.2M left under its preferred-stock repurchase program.

Bottom line: Strategy is still the biggest corporate Bitcoin holder, but BTC is now part of its funding engine. Saylor’s company is no longer just stacking coins. It is selling pieces of the treasury to support STRC, protect cash flow and keep the structure alive. Satoshi Tweeted🔑

🟠 BIP-110 fork stalls after just two blocks The BIP-110 branch is basically stuck. After mandatory signaling began, the enforcing chain mined only two blocks and stopped at block 961,633, while the normal Bitcoin chain kept moving to 961,721. That’s already an 88-block gap. 📊 What it means:

— BIP-110 entered mandatory signaling at block 961,632. — Only 51 of the previous 2,016 blocks supported it. — That’s just 2.53% signaling support. — Without real hashpower, the enforcing branch is stuck at full Bitcoin difficulty.

⚠️ Context:

— Roughnecks mined the first two BIP-110 blocks through Ocean’s DATUM setup. — Mandatory signaling continues until block 963,647. — The branch needs to survive the full difficulty period before any adjustment. — Saylor and Adam Back have both warned that this approach risks Bitcoin’s neutrality and credibility.

Bottom line: BIP-110 wanted to “clean up” Bitcoin, but miners are not following. For now, the market signal is brutal: almost nobody is willing to put serious hashpower behind this fork. Satoshi Tweeted🔑

🟠 MARA mined more Bitcoin — but still lost $611M MARA had its strongest Bitcoin production quarter in over a year, mining 2,422 BTC in Q2. But the result still looked ugly: the company posted a $611.3M net loss. The reason is simple. Mining output went up, but the average Bitcoin price fell 28%, and that hit the value of MARA’s BTC holdings hard. 📊 What it means:

— MARA mined 3% more BTC than a year earlier. — Net loss came in at $611.3M, versus $808.2M profit in Q2 2025. — The company still holds 35,577 BTC worth about $2.1B. — That makes MARA the fourth-largest public Bitcoin holder.

⚠️ Context:

— MARA is no longer betting only on mining. — The company is pushing into AI and high-performance computing infrastructure. — It wants at least two AI/HPC lease deals signed by year-end. — It also plans major power-site expansion in Texas and Ohio.

Bottom line: MARA’s quarter shows the miner problem perfectly. You can produce more Bitcoin and still lose money if BTC price moves against you. That’s why MARA is trying to turn its power assets into something bigger: mining when it makes sense, AI infrastructure when that pays more. Satoshi Tweeted🔑

🟠 Bitcoin ETFs just pulled in $626M — but fear is still everywhere US spot Bitcoin ETFs started August with three straight days of inflows. On Wednesday alone, they attracted $244.4M, bringing the 3-day total to $626M. BlackRock’s IBIT did most of the work again, pulling in $479M over the same period. 📊 What it means:

— ETF demand is finally showing signs of life again. — IBIT remains the main magnet for institutional money. — Bitcoin briefly moved above $64.9K after the inflows. — BTC is still holding near $64.7K, but the move is not euphoric.

⚠️ Context:

— Fear is still heavy: the Crypto Fear & Greed Index sits at 25, deep in “Extreme Fear.” — Ether ETFs also saw inflows, adding $60.9M for a second positive day. — XRP ETFs moved the other way, losing $3.58M. — So the market is not fully risk-on yet — money is being selective.

Bottom line: ETF inflows are back, but sentiment is still ugly. That’s actually what makes this interesting. If Bitcoin keeps attracting money while everyone is still scared, the next move higher could catch a lot of people off guard. Satoshi Tweeted🔑

🟠 Jim Cramer wants to sell Bitcoin — and crypto traders are laughing Jim Cramer says he plans to sell his Bitcoin because of quantum computing fears. The trigger was IBM CEO Arvind Krishna warning him to get “paranoid” about quantum risks over the next 3–4 years. BTC didn’t care much. Bitcoin was up around 1.6–1.7% and trading above $63.5K after the comments. 📊 What it means:

— Cramer says quantum risk is enough for him to exit Bitcoin. — Crypto traders immediately turned it into an “inverse Cramer” joke. — Some investors said Cramer selling is exactly the kind of signal they like to buy. — But the market still has real pressure: liquidity is drying up, and whales are moving coins.

⚠️ Context:

— A whale wallet moved 16,400 BTC, worth about $1B, after 7 months of silence. — Spot crypto trading volume across major exchanges fell to $15B, the lowest level of 2026. — That’s around 70% below January peak levels. — Analysts are split on quantum timing: some warn about 3–5 years, while others say Bitcoin has 20–40 years before any real threat.

Bottom line: Cramer selling over quantum fear is a funny headline, but the real story is bigger. Quantum is still a debated long-term risk. The near-term problem is weaker liquidity, whale movement and a market that still needs real buyers to prove strength. Satoshi Tweeted🔑

🟠 Strategy sells Bitcoin again — this time to feed dividends Strategy sold 1,638 BTC at an average price of $63,957, raising $104.7M. It was the company’s second-largest Bitcoin sale this year. The money did not go into buying more BTC. Half went to STRC dividend payments, and the other half went to repurchasing STRC preferred stock. 📊 What it means:

— Strategy still holds 842,138 BTC. — Its total Bitcoin cost basis is around $63.5B. — In July, the company already sold 3,588 BTC for about $216M. — Now the market sees BTC sales as part of Strategy’s funding toolkit.

⚠️ Context:

— Strategy also raised $290.6M through MSTR stock sales. — $250M went into its dollar reserve. — The reserve now stands at $4B, extending runway to 2.3 years. — STRC trades near $89.40, below its $100 target value.

Bottom line: Saylor still controls a massive Bitcoin treasury, but the story is no longer “buy only and never sell.” Strategy is now selling BTC to support dividends, buy back STRC and keep the machine running. For the market, that matters: even the biggest corporate Bitcoin bull has to manage cash flow. Satoshi Tweeted🔑

🟠 Bitcoin holds steady near $64.5K as inflation gives markets some relief BTC barely reacted to the latest PCE data and stayed around $64.5K. That alone is not bad: in a weaker market, this kind of report could have triggered a sharp move lower. PCE came in at 3.7% year over year, exactly in line with expectations. May was 4.1%, so inflation pressure cooled a bit, giving stocks and crypto a reason to bounce. 📊 What it means:

— PCE posted its first monthly drop since 2020; — S&P 500 and Nasdaq moved higher, while semiconductors stopped bleeding; — BTC stayed calm and held near $64.5K; — but inflation is still almost twice the Fed’s 2% target.

⚠️ Context:

— the Fed left rates unchanged; — there is already a split inside the FOMC on what comes next; — Bitwise thinks Bitcoin may become less sensitive to every future rate decision; — but for now, the market still watches the Fed, inflation and risk appetite closely.

Bottom line: cooler PCE did not send Bitcoin flying, but it removed some fear. The important part is that BTC stayed stable while stocks bounced. If rate fears keep cooling, Bitcoin gets more room to move higher. Satoshi Tweeted🔑

🟠 Bitcoin ETFs are back in the green, but the market is still nervous US spot Bitcoin ETFs broke a 4-day outflow streak with $32.1M in net inflows. It’s not a huge number, but it matters: the inflow came even as BTC briefly slipped back toward $63.3K. After more than $500M left the funds across four sessions, the market at least stopped bleeding faster. 📊 What it means:

— Bitcoin ETFs returned to inflows after 4 days of pressure; — they are still down $29.29M for the week; — monthly net inflows sit around $204.7M; — total net inflows since launch stand at $51.36B.

⚠️ Context:

— Ether ETFs moved the other way, with $18.65M in daily outflows; — but ETH funds still look stronger this month: $342.9M in inflows versus $204.7M for BTC ETFs; — Bitcoin trades near $64K and is down around 2.5% over the week; — the Fear & Greed Index remains in fear territory at 28 out of 100.

Bottom line: BTC ETF inflows are a good sign, but not a reversal yet. The market needs more than one green day — it needs a real streak of demand. Otherwise, Bitcoin stays stuck in the same mode: bought a little, doubted again. Satoshi Tweeted🔑

🟠 Bitcoin failed to hold $65K as ETFs started bleeding again US spot Bitcoin ETFs have now posted 4 straight trading sessions of outflows. Investors pulled around $526M during that stretch, while BTC failed to hold above $65K and briefly dropped toward $63.1K. After a seven-day inflow streak worth nearly $1B, the market quickly moved back into caution mode. 📊 What it means:

— the latest session saw around $49.8M in ETF outflows; — the biggest outflows came on July 23 and July 24: $225M and $240M; — total net inflows since launch still sit around $51.3B; — but recent flows show institutional demand is unstable again.

⚠️ Context:

— BTC is trading near $64.3K and is still up about 2.7% over the week; — but the dip to $63.1K marked its lowest level since July 17; — spot volume on major exchanges has collapsed: Binance saw around $35B in July versus $246B in November 2024; — CryptoQuant says Bitcoin needs renewed demand and better market conditions to return to a bullish trend.

Bottom line: one good inflow streak is not enough if outflows return right after. BTC needs to reclaim $65K and show real spot demand. Otherwise, the market stays stuck in the same pattern: bounce, sell, repeat. Satoshi Tweeted🔑