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Strive, Strategy and Bitmine Make New Purchases: Bitcoin and Ethereum Reserves Grow
Strive purchased 1,355 Bitcoin for approximately $107.7 million last week. The company’s total holdings reached 26,355 BTC, while TD Cowen raised its price target for ASST shares from $32 to $44.The company paid an average of $79,475 per Bitcoin for purchases made between September 14 and 18. As Bitcoin climbed to approximately $85,600 on Monday, the market value of Strive’s holdings exceeded $2.25 billion.The latest purchase increased the company’s previous holdings of 25,000 BTC by approximately 5.4%. However, growth in total holdings does not necessarily translate into an equivalent increase in Bitcoin per share.SATA and warrants stand out in fundingOne development accompanying Strive’s Bitcoin accumulation was the start of exercises of warrants tied to its common stock. Investors exercised approximately 786,000 warrants last week, generating $21.2 million in gross proceeds for the company.Warrants give holders the right to purchase company shares under specified conditions. Exercising these rights provides cash to the company and can increase its share count.Meanwhile, preferred shares trading under the SATA ticker accounted for 57.7% of the capital the company raised during the week. SATA traded near its $100 par value on Monday.This funding structure shows that Strive uses multiple capital instruments to support its Bitcoin purchases. Assessing the company’s reserve growth therefore requires tracking changes in its share count alongside new funding.The amount of capital raised during the week and the money spent on Bitcoin purchases are also separate figures. The $21.2 million generated through warrant exercises represents only part of the company’s disclosed funding.TD Cowen raises its Bitcoin accumulation forecastTD Cowen analysts Lance Vitanza and Jonnathan Navarrete said Strive was accumulating Bitcoin faster than expected. They also cited growth in Bitcoin held per fully diluted share as a reason for raising their price target.The firm’s new $44 target for ASST represents a 37.5% increase from its previous $32 estimate. However, a price target does not guarantee that the stock will reach that level.TD Cowen also raised its forecast for Strive’s Bitcoin holdings at the end of 2026. Its previous estimate of 27,156 BTC increased to 32,105 BTC.That scenario implies Strive would add another 5,750 BTC to its current holdings by year-end. The forecast assumes the company will continue making purchases during the remainder of the year.The analysts also raised their full-year “BTC Yield” forecast from 54.1% to 70.1%. This metric measures changes in Bitcoin per share; it does not directly represent stock returns or interest income.ASST shares fall in early tradingDespite the higher price target, ASST shares fell approximately 1.5% during Monday’s early trading hours. The stock traded around $29.65 after reaching $31.50 in premarket trading.Meanwhile, Bitcoin’s rise above $85,000 supported the market value of Strive’s holdings. However, the company’s shares did not mirror Bitcoin’s gains.Strive’s announcement came on the same day as Strategy’s latest Bitcoin purchase disclosure. Strategy said it had acquired 950 BTC for approximately $75.7 million.Strive therefore purchased 405 BTC more than Strategy in the reported weekly acquisitions. However, Strategy’s total holdings remained substantially larger at 846,000 BTC.
Bitcoin Tops $85,000 as Crypto Liquidations Reach $756 Million
Bitcoin climbed above $85,000 on Monday, September 21, extending its rally. Around $756 million in leveraged positions were liquidated across the cryptocurrency market over the past 24 hours. Short positions, which bet on falling prices, accounted for roughly 84% of the total.Bitcoin reached an eight-month high during the session. Market data showed the price rising 4.7% to $85,117, giving the largest cryptocurrency a strong start to the week.The liquidations accompanying the rally increased pressure on traders betting on a decline. The liquidation dashboard shown below recorded $634.7 million in short liquidations. Long liquidations totaled $121.3 million over the same period. Most Liquidations Occurred in the Past Four HoursThe data shows that liquidations were particularly concentrated in recent hours. Over the past 12 hours, $658.6 million in positions were liquidated, including $564.2 million in shorts. Short positions accounted for 85.67% of liquidations during that period.Liquidations over the past four hours reached $513.4 million. Short positions accounted for approximately $451.3 million, while longs made up $62.1 million. This means roughly 68% of the 24-hour liquidation total occurred within the latest four-hour window.The distribution points to a sharp price move over a short period. The widespread closure of bearish positions highlights the pressure leveraged traders faced during the rally.However, these time windows overlap. The one-hour, four-hour and 12-hour figures are included in the 24-hour total. Adding them together would therefore overstate the overall liquidation amount.Short Closures Can Fuel the RallyTraders who open short positions aim to profit from falling prices. When prices rise instead, the collateral needed to maintain those positions increases. If the collateral becomes insufficient, the trading platform may forcibly close the position.The buying pressure generated by these closures can accelerate price gains. Known as a “short squeeze,” this process can intensify as additional short positions reach their liquidation levels.The current dominance of short liquidations shows that bearish positions came under substantial pressure during the rally. However, liquidation data alone cannot fully explain Bitcoin’s rise. Additional data is needed to assess the contribution of spot buying and other market factors.The $756 million total also covers liquidations across the broader cryptocurrency market. The entire amount cannot be attributed to Bitcoin trades. Nor does it represent new money entering the market; it reflects the value of leveraged positions forcibly closed.Liquidations Became More Balanced Over the Past HourThe shorter time frame presents a different picture. Total liquidations reached $77.4 million over the past hour. Short and long liquidations were nearly balanced at $39.9 million and $37.5 million, respectively.These figures show that traders on both sides of the market faced liquidations during the latest hour. However, this distribution alone does not establish that the rally has ended.Bitcoin’s move above $85,000 has brought sharp price gains and widespread derivatives liquidations into focus. The clearest feature of the current data is the overwhelming share of bearish positions in the 24-hour liquidation total.
Crypto This Week: 24 Events in Focus as Fed Signals and PMI Data Take Center Stage
Bitcoin started the week of September 21–27 at approximately $83,600. Ether traded near $2,665 at the time of writing as markets assessed the future path of interest rates following last week’s decisions from the Federal Reserve, European Central Bank and Bank of Japan. The crypto calendar features Plasma’s approximately $167.6 million XPL unlock, Binance’s removal of USDP and Terra’s network upgrade. Flash PMI reports, speeches from Fed officials and US durable goods orders will lead the macroeconomic agenda.Fed officials will speak after the rate increaseThe Fed raised its target rate by 25 basis points to 3.75%–4.00% on September 16. The policy statement described economic activity as solid and inflation as still elevated, while all members voted in favor of the increase.Fed Vice Chair Philip Jefferson will speak about discount window modernization and the functioning of the US Treasury market on Tuesday, September 22, at 5:20 p.m. Türkiye time. Michael Barr will discuss the housing market on Wednesday, September 23, at 5:05 p.m.The Fed’s official calendar also includes the Senior Credit Officer Opinion Survey on Thursday, September 24, at 9:00 p.m. Türkiye time. The report will show how collateral, leverage and credit conditions have changed for major institutions that finance securities transactions.Markets currently assign an approximately 55% probability to another rate increase in October. Comments about inflation, oil prices and the next meeting could affect Bitcoin through movements in the dollar and Treasury yields.PCE inflation will not be released this weekSome economic calendars list US personal consumption expenditures inflation and gross domestic product data for this week. The latest schedule from the Bureau of Economic Analysis shows that the August PCE report and the third estimate of second-quarter growth will arrive on September 30.Neither PCE nor GDP data belong on the September 21–27 calendar. This week’s US releases instead center on new home sales, initial jobless claims, durable goods orders and consumer sentiment.August new home sales will arrive on Thursday, September 24, at 5:00 p.m. Türkiye time. The Census Bureau calendar schedules durable goods orders for Friday, September 25, at 3:30 p.m.The University of Michigan will publish its final September consumer sentiment reading at 5:00 p.m. on September 25. The preliminary index fell from 51.7 to 47.8, while one-year inflation expectations climbed to 4.6%.Flash PMI data will provide a view of global growthSeptember flash purchasing managers’ indexes will be released on Wednesday, September 23. The euro-area composite PMI will arrive at 11:00 a.m. Türkiye time, followed by the UK data at 11:30 a.m. and the US manufacturing and services indexes at 4:45 p.m.Readings above 50 would indicate an expansion in private-sector activity. Strong growth accompanied by rising input prices could support expectations that central banks will continue raising interest rates.Price indicators within the services reports will carry particular importance for crypto markets. The Fed continued to characterize inflation as elevated last week, making input costs and selling prices almost as significant as the headline PMI readings.Oil and the US-China meeting enter focusBrent crude started the week above $100 as conflict in the Middle East and shipping risks continued to affect the energy market. High oil prices are maintaining pressure on the currencies and inflation outlooks of energy-importing countries.The Bangladeshi government increased fuel prices by as much as 17.4% from September 21 in response to higher global oil and shipping costs. The decision provides a current example of how the energy shock is passing through to consumer prices.US President Donald Trump and Chinese President Xi Jinping are expected to meet on September 24. Comments on trade, artificial intelligence, supply chains and the Middle East could influence risk appetite and the direction of the dollar.Terra will upgrade its network todayTerra will activate a network upgrade at block height 22,942,000 on Monday, September 21. The network is expected to reach the block at approximately 6:00 p.m. Türkiye time, although the exact time may change depending on block production.Binance said it would temporarily suspend LUNA deposits and withdrawals from 5:00 p.m. Spot trading will remain available, while transfers will resume after the exchange determines that the network is stable.The exchange will also launch a USDBRLUSDT perpetual contract tracking the US dollar-Brazilian real exchange rate at 5:00 p.m. The USDT-settled product will trade around the clock and offer leverage of up to 100 times.Binance will end USDP tradingBinance will cease all spot trading in Pax Dollar on Thursday, September 24, at 6:00 a.m. Türkiye time. The exchange will cancel open orders and terminate the related trading-bot services at the same time.USDP deposits will no longer be credited to user accounts after 6:00 a.m. on September 25. Withdrawals will remain available until 6:00 a.m. on November 24.The decision does not end the Paxos-issued token or USDP trading on other exchanges. Its impact is limited to Binance’s spot market and related products that support USDP.The XPL unlock exceeds $167 millionTokenomist estimates that cliff unlocks scheduled for the next seven days have a combined value of approximately $227.17 million. Plasma’s September 25 unlock accounts for roughly $167.6 million of that total.The XPL release equals approximately 67.1% of the project’s reported market capitalization. The tokens belong to the ecosystem and growth allocation, making XPL the asset with the week’s highest dilution risk.Humanity Protocol will release approximately $18.97 million in H tokens to early contributors on the same day. The amount equals around 13.1% of its reported market capitalization.SoSoValue’s September 24 unlock has an estimated value of $6.83 million, equivalent to 6.9% of its market capitalization. STBL will release approximately $5.41 million from its adviser allocation on September 26, representing around 42.7% of its reported market capitalization.Smaller releases include approximately $2.52 million in ID, $3.83 million in SOON, $1.88 million in MET and $2.7 million in AERO.ETHTokyo continues this weekETHTokyo, which began on September 19, will continue through September 27. The event brings together Ethereum developers, security researchers, infrastructure projects and members of Japan’s Web3 community.The US Senate’s procedural vote on the CLARITY Act failed to reach the required 60-vote threshold on September 15. No new vote has been scheduled, so the proposal does not appear among this week’s upcoming events.The SEC announced a five-year exemption for tokenized stock trading on September 17. Although the decision is a completed development, it creates a new regulatory framework that could affect the tokenized securities plans of companies such as Coinbase and Robinhood.This week’s 24-event crypto calendarSeptember 21, 5:00 p.m. Türkiye time: Binance suspends Terra deposits and withdrawals.September 21, approximately 6:00 p.m.: Terra network upgrade.September 21, 5:00 p.m.: Binance launches the USDBRLUSDT perpetual contract.September 21–27: The remaining ETHTokyo program continues.September 22, approximately 3:00 a.m.: ID unlock worth around $2.52 million.September 22, 5:20 p.m.: Speech by Fed Vice Chair Philip Jefferson.September 23, 11:00 a.m.: Euro-area flash PMI data for September.September 23, 11:30 a.m.: UK flash PMI data for September.September 23, approximately 11:30 a.m.: SOON unlock worth around $3.83 million.September 23, approximately 4:00 p.m.: MET unlock worth around $1.88 million.September 23, 4:45 p.m.: US flash PMI data for September.September 23, 5:05 p.m.: Speech by Fed Governor Michael Barr.September 24, approximately 3:00 a.m.: AERO unlock worth around $2.7 million.September 24, 5:00 a.m.: USDP removed from Binance Convert.September 24, 6:00 a.m.: Binance ends USDP spot trading.September 24: SOSO unlock worth around $6.83 million.September 24, 3:30 p.m.: US initial jobless claims.September 24, 5:00 p.m.: US new home sales for August.September 24, 9:00 p.m.: Fed credit conditions survey.September 24: Trump-Xi meeting.September 25: XPL unlock worth around $167.6 million.September 25: H unlock worth around $18.97 million.September 25, 3:30 p.m. and 5:00 p.m.: US durable goods orders and final consumer sentiment.September 26: STBL unlock worth around $5.41 million.The XPL unlock represents the week’s strongest crypto-specific price risk because of its size. The broader market will focus on flash PMI data, Fed officials’ post-meeting messages, oil prices above $100 and announcements from the US-China meeting.
Bitcoin Tops $80,000 as Crypto Liquidations Reach $500 Million
Bitcoin climbed above $80,000 on Friday, September 18. Around $501 million in leveraged positions were liquidated across the cryptocurrency market over the past 24 hours. Short positions, which bet on falling prices, accounted for most of the liquidations.According to JrKripto data, Bitcoin traded at $80,719 at the time of writing. The largest cryptocurrency gained 5.72% over the past 24 hours. Short liquidations reached $445.7 million during the same period. Activity in derivatives markets also drew attention as Bitcoin crossed the $80,000 threshold. Liquidations over the past four hours accounted for more than half of the 24-hour total.Short Positions Account for Nearly 89% of LiquidationsMarket data showed that $500.993 million in positions were liquidated over the past 24 hours. Short positions accounted for $445.69 million of that amount. Liquidations of long positions, which bet on rising prices, stood at $55.304 million.Short positions therefore represented 88.96% of total liquidations. The value of liquidated bearish positions was roughly eight times that of liquidated longs.This breakdown shows that traders positioned against the price increase faced heavier liquidation losses. However, the $501 million total covers leveraged positions across the broader cryptocurrency market. It does not consist entirely of Bitcoin trades.Liquidation figures also do not mean that an equivalent amount of cash left the market. They represent the value of leveraged positions that exchanges forcibly closed after traders could no longer meet margin requirements.Four-Hour Liquidations Reach $279 MillionShort positions also dominated liquidations across shorter time frames. Total liquidations reached $420.5 million over the past 12 hours. Shorts accounted for approximately $384.3 million, while longs made up $36.2 million.Over the past four hours, total liquidations reached $279.2 million. Short liquidations amounted to $261.4 million, compared with $17.8 million in long liquidations.These figures put the share of short positions at roughly 93.6% of four-hour liquidations. The same period accounted for approximately 55.7% of the 24-hour total.Another $46.9 million in positions were liquidated over the past hour. Shorts accounted for $42.5 million of that amount, while longs represented $4.4 million.The one-hour, four-hour and 12-hour periods all fall within the 24-hour window. Adding these figures together would therefore count some liquidations more than once.Bitcoin Reaches a 24-Hour High of $80,930Market data showed that Bitcoin traded between $76,205 and $80,930 over the past 24 hours. The gap between the period’s lowest and highest prices reached $4,725.At the time of writing, Bitcoin stood approximately $211 below its 24-hour high. Its one-hour gain was 0.73%, while its seven-day advance stood at 2.64%. Over the past 30 days, Bitcoin gained 21.44%.The daily gain exceeding the weekly advance highlights how price performance can vary across different time frames. These percentages alone, however, do not establish whether the rally will continue.Short Liquidations Can Accelerate Price MovesShort positions allow traders to profit from falling prices. When prices rise, however, losses grow and the available collateral may no longer be sufficient to keep a position open. The exchange then forcibly closes the trade.Closing short positions can generate buying pressure in derivatives markets. Heavy liquidations can therefore accelerate an existing rally. Liquidation data alone, however, cannot explain what initially triggered Bitcoin’s move.The high share of short positions in total liquidations stood out in the latest figures. With Bitcoin trading above $80,000, the concentration of forced closures over the past four hours highlighted the scale of activity in leveraged markets.
Altcoin Rally Accelerates: ARB, UNI and STRK Surge
The cryptocurrency market extended its gains on Friday, September 18. Arbitrum (ARB), Uniswap (UNI) and Starknet (STRK) stood out with performances that outpaced Bitcoin.At the time of writing, ARB’s 24-hour gain reached 30.9%. UNI climbed 24.8%, while STRK advanced 20.4%.Bitcoin rose approximately 2% over the same period, trading at $78,065. As the largest cryptocurrency recovered, several altcoins recorded double-digit gains. ARB gains more than 30%Arbitrum’s ARB token traded at approximately $0.2133 at the time of the check. Its 24-hour trading volume reached $749.3 million, while its market capitalization stood at roughly $1.45 billion.ARB traded between $0.1617 and $0.2286 over the same period. Although its latest price remained below the top of that range, the token retained strong daily gains.The rally also lifted its weekly performance. Market data showed that ARB gained 51.4% over the past seven days, extending the recovery seen in previous sessions.Among ARB, UNI and STRK, ARB delivered the highest 24-hour return. However, its trading range also showed that substantial price fluctuations continued throughout the period.UNI trading volume exceeds $2 billionUniswap’s UNI token rose to approximately $8.62. Its 24-hour trading volume reached $2.23 billion, while its market capitalization stood at around $5.35 billion.UNI traded between $6.91 and $9.39 over the same period. At the time of writing, it remained below its highest price during that window but still recorded a gain of nearly 25%.These figures placed UNI among the day’s notable altcoins in terms of both price performance and trading activity. Trading volume measures the total value of trades; it does not, on its own, indicate net capital inflows.Starknet’s STRK token also joined the rally. Trading at approximately $0.03374, the token gained 20.4% over the previous 24 hours.STRK’s trading volume reached $75.8 million, while its market capitalization stood at $247.7 million. The token traded within a range of $0.02752 to $0.03635 during the same period.Gains spread across the broader marketAccording to CoinDesk’s September 18 market assessment, the recovery was particularly strong among decentralized finance and layer-2 tokens. The report noted that 98 of the 100 assets in the CoinDesk 100 index were trading higher on the day.The decline in the US 10-year Treasury yield below 5% was among the macroeconomic developments accompanying the recovery. Brent crude’s retreat below $103 also helped ease inflation concerns following the Federal Reserve’s interest rate increase.Altcoins outperform as Bitcoin risesWhile Bitcoin gained approximately 2%, advances exceeding 20% in ARB, UNI and STRK highlighted the stronger moves in these three tokens. Bitcoin’s 24-hour trading volume stood at roughly $29.74 billion.At the time of the check, all three altcoins traded below their respective 24-hour highs. Despite their strong gains, prices had pulled back from the highest levels reached during the period.
US Sanctions Crypto Exchange Over Hormuz Payments
The US Treasury Department has imposed sanctions on Iranian cryptocurrency exchange BitBank. The department alleged that the platform transferred payments collected for passage through the Strait of Hormuz and facilitated Bitcoin transfers to Iran’s Islamic Revolutionary Guard Corps (IRGC).The decision announced on September 17 also covers BitBank’s software developer and three individuals. US authorities link the exchange to a digital asset network controlled by previously sanctioned Iranian businessman Babak Zanjani.Bitcoin connection to Hormuz paymentsThe Treasury’s Office of Foreign Assets Control (OFAC) alleges that Zanjani used BitBank to facilitate transfers of hundreds of millions of dollars worth of Bitcoin between June and July. The agency says those assets reached the Revolutionary Guards.The statement also identifies Hormuz Safe Marine Services Authority as an organization that has used BitBank since June. According to US authorities, it transferred payments collected from ships to the Iranian government through the exchange.The Hormuz connection dates back to OFAC’s July 29 decision. At the time, the agency added HormuzSafe and Persian Gulf Marine Insurance Company to its sanctions list.The Treasury alleges that the arrangement required commercial vessels to purchase mandatory maritime insurance to pass through the strait. According to the department, the coverage claimed to protect against risks such as vessel seizures, while some payments took place in digital assets.Washington describes the arrangement as a mechanism for Iran to collect revenue from maritime shipping. July’s sanctions focused on the organizations providing insurance services, while the latest decision targets the crypto infrastructure allegedly used to transfer the payments.Software developer and three individuals also targetedOFAC also sanctioned BitBank’s developer, Pishtaz Simorgh Electronic Trade Company. Hossein Ali Zaker Hossein, Mohammad Mahdi Zaker Hossein and Seyed Adel Heidari were added to the sanctions list as well.The department links these individuals to Zanjani’s corporate network. The designations rely on Executive Order 13902, which provides sanctions authority covering various sectors of Iran’s economy.Zanjani has faced US sanctions before. According to Reuters, Washington sanctioned him and digital asset companies Zedcex and Zedxion in January.In July, the US targeted nine additional firms, including companies based in Turkey and the United Arab Emirates. Reuters reports that Zanjani, who received a death sentence in Iran in 2016 for embezzlement, had his sentence commuted in 2024 and re-emerged in 2025 as a backer of government-linked economic projects.Which transactions do the sanctions affect?The decision blocks the designated individuals’ and entities’ property in the United States or under the possession or control of US persons. Unless an exemption or OFAC authorization applies, US persons are generally prohibited from conducting transactions involving that property.Entities owned 50% or more, individually or collectively, by blocked persons are also subject to blocking. The department warns that foreign financial institutions facilitating certain transactions could also face sanctions.The BitBank decision forms part of “Operation Economic Outcast,” a campaign launched on August 24. The US administration says the campaign aims to restrict Iran’s revenue sources linked to oil trading, financial intermediaries and international companies.At the campaign’s launch, the department announced plans to increase pressure on foreign actors facilitating Iran-related activities. The inclusion of BitBank’s software developer alongside the exchange shows that companies supporting crypto services also fall within the scope of this approach.
Fed Rate Decision Looms: Three Scenarios for Bitcoin and the Crypto Market
The crypto market is focused on the Fed rate decision due Wednesday, September 16. Investors expect the U.S. central bank to raise interest rates for the first time in nearly three years. The direction of Bitcoin and altcoins will also depend on what the Fed says about the months ahead.At its July meeting, the Fed kept its policy rate at 3.50%–3.75%. Nine members supported the decision, while three favored a 25-basis-point increase. Expectations of a rate hike have strengthened ahead of the September meeting.CME FedWatch data, based on futures prices, shows that markets view a 25-basis-point increase as the most likely outcome. Such a move would lift the policy rate to 3.75%–4.00%. These probabilities can change during trading, so the latest pricing should be checked before the decision.Why does the Fed rate decision matter for crypto?U.S. consumer prices rose 3.4% year over year in August, with a monthly increase of 0.4%. Data from the U.S. Bureau of Labor Statistics shows that inflation remains above the Fed’s 2% target.Higher interest rates can encourage investors to favor assets that offer yields and carry relatively lower risk. This could limit the capital flowing into Bitcoin, which does not generate interest income. Rising Treasury yields and a stronger dollar could also weigh on risk appetite across the crypto market.Still, an expected rate hike does not necessarily mean prices will fall. Markets may have already priced in much of a 25-basis-point increase. Investors would then turn their attention to whether the Fed plans further hikes.What are the scenarios for Bitcoin and altcoins?If the Fed raises rates by 25 basis points but takes a cautious approach to future moves, the initial crypto market reaction could be volatile. The widely expected hike would carry less surprise. Fed Chair Kevin Warsh’s remarks at the press conference could then set the direction.If the Fed signals further tightening to combat inflation, risk assets could come under pressure. Such a message could support Treasury yields and the dollar. Altcoins may move more sharply because they are sensitive to liquidity and investors’ willingness to take risks.Keeping rates unchanged could initially support crypto assets. However, any gains might fade if the Fed describes the decision as a temporary pause. A larger-than-expected rate hike would be a more pronounced negative surprise for the market.According to the official schedule, the decision will be announced at 9:00 p.m. Turkish time. Warsh’s press conference will begin at 9:30 p.m. The Fed will also publish updated economic projections. The projected path for interest rates could matter as much as the decision itself for Bitcoin and altcoins.At the time of writing, Bitcoin is trading around $76,000.
Bitcoin ETF Flows Reverse: $450 Million Leaves Funds in One Day
U.S. spot Bitcoin ETFs recorded $450.4 million in net outflows on Tuesday, September 15. The funds had attracted $159.9 million in the previous trading session. That marked a $610.3 million swing in daily flows.The figures, published on September 16, cover the most recent completed trading session. Farside Investors has not yet reported results for the September 16 session.Fidelity’s FBTC accounted for the largest share of the outflows, losing $214.8 million. BlackRock’s IBIT followed with $161.7 million in outflows. Together, the two funds lost $376.5 million, or about 84% of the day’s net outflows.Five Bitcoin ETFs Recorded OutflowsAccording to Farside, Grayscale’s GBTC recorded $44.1 million in net outflows. Another $17.4 million left Ark and 21Shares’ ARKB, while Bitwise’s BITB lost $12.4 million. The other seven funds in the dataset ended the day with zero net flows.Monday’s figures told a different story. BlackRock’s IBIT attracted $134.3 million, and Fidelity’s FBTC took in $53.3 million. Spot Bitcoin ETFs finished that session with net inflows despite a $42 million outflow from ARKB. On Tuesday, flows at both IBIT and FBTC reversed, pulling the overall total into negative territory.Recent data shows how sharply ETF flows have shifted. The funds recorded net outflows on each of the four trading days from September 8 through September 11. Monday’s $159.9 million inflow ended that streak, but Tuesday’s $450.4 million outflow more than erased it.ETF flow figures show the daily net amount of money entering or leaving the funds. On their own, they do not reveal every investor’s Bitcoin position or explain why Bitcoin’s price moves. They do, however, offer a measure of demand for Bitcoin exposure through U.S. exchange-traded funds. New Flow Data in Focus Ahead of Fed DecisionThe reversal came as markets awaited the Federal Reserve’s interest rate decision. According to the Fed’s calendar, its monetary policy meeting runs from September 15 to September 16. Investors will also watch the economic projections released alongside the decision.The completed September 16 ETF data will offer a clearer indication of whether demand recovered after Tuesday’s outflows. Figures reported before the U.S. session ends should not be treated as final daily net flows.
CoinEx Is Shutting Down: Users Given Time to Withdraw Their Assets
Cryptocurrency exchange CoinEx has decided to shut down after nine years of operation. The platform will gradually discontinue its services and cease operations entirely on December 22, 2026.CoinEx said the prolonged downturn in the cryptocurrency market contributed to the decision. Declining trading volumes and shrinking liquidity also played a role.The exchange also pointed to regulatory requirements across major markets. Rising compliance costs and operational uncertainty made it increasingly difficult to continue operating.According to CoinEx’s official announcement, the shutdown process began on September 15. New user registrations were suspended on the same date.CoinEx will gradually discontinue its servicesAs part of the first stage, CoinEx placed its futures markets into reduce-only mode. Users can no longer open new futures positions.The platform is also no longer accepting new orders for margin trading, loans, staking, or earning products. Users cannot create new automated investment or grid trading strategies either.All non-spot services will end on September 22. Futures trading will cease entirely on that date. Users should close their open positions before the deadline.The platform will forcibly settle any remaining futures positions at the index price. It will also cancel all unfilled orders.CoinEx will stop accepting on-chain deposits on the same date. CET deposits will remain available as an exception until September 29.Earning and staking products will be automatically closed on September 22. CoinEx will transfer the principal and accrued yields to users’ spot accounts.Spot trading will end on September 29CoinEx will discontinue all spot trading services on September 29. The platform will automatically cancel all open spot orders.Users who want to withdraw their assets in their original form must complete the process by 05:00 a.m. Türkiye time on September 29. After that deadline, CoinEx will begin processing all non-USDT assets remaining in user accounts.Assets with sufficient liquidity on external markets will be sold and converted into USDT. The net proceeds will then be credited to users’ spot accounts.Assets without sufficient liquidity will be gradually delisted. CoinEx said it would no longer assume responsibility for the custody or redemption of these assets.The exchange will apply a separate process to its native token, CET. CoinEx will repurchase CET holdings at a fixed price of 0.005 USDT per token.Users can sell CET through the CET/USDT trading pair until September 29. Any CET remaining in user accounts after that date will be automatically repurchased at the same price.The withdrawal deadline is December 22CoinEx’s withdrawal services will remain available until 05:00 a.m. Türkiye time on December 22, 2026. The platform urged users to avoid leaving their withdrawals until the final day.Any USDT assets that remain unwithdrawn after the deadline will be transferred to an independent custody system. CoinEx will charge a monthly custody fee equal to 5% of the original asset balance.Users will have until August 22, 2028, to submit claims for assets transferred into custody. Any assets left unclaimed after that date will be handled in accordance with applicable laws and procedures.CoinEx said user assets are backed by reserves exceeding 100%. It also emphasized that withdrawals will remain available throughout the shutdown process.CoinEx Wallet and CoinEx Vault will remain unaffected by the decision. The two services operate independently from the exchange platform and will continue functioning.
Strategy Bought No Bitcoin as Two Rivals Added $105 Million in Crypto
Corporate crypto treasury strategies continued to diverge last week. Strategy, the world’s largest corporate Bitcoin holder, made no new purchases. Meanwhile, Strive and BitMine acquired approximately $105 million worth of cryptocurrencies.Strategy said it neither purchased nor sold Bitcoin between September 7 and September 13.As a result, Strategy’s holdings remained unchanged at 845,050 BTC. The company acquired these assets for a total of $63.73 billion. Its average purchase price stands at $75,412 per Bitcoin, including fees and expenses.Strategy’s dollar-denominated assets declined by approximately $140 million last week. Its US dollar reserve and available cash fell to a combined $6.4 billion.Strategy repurchased its own shares instead of BitcoinAlthough Strategy made no new Bitcoin purchases, it allocated funds to capital management. The company repurchased more than 1.4 million of its own shares for approximately $139.3 million.This expenditure accounts for most of the weekly decline in Strategy’s dollar assets. The company currently holds a $5.1 billion US dollar reserve. It also has approximately $1.3 billion in cash available for broader purposes.The reserve aims to cover preferred stock dividends and interest payments on outstanding debt. The company can use its other cash resources for broader purposes, including Bitcoin purchases and share buybacks.Strategy completed its latest Bitcoin purchase at the end of August. The company paid $369.7 million for 4,603 BTC. The transaction carried an average price of $80,318 per Bitcoin.Strive added 469 BTC to its reserveWhile Strategy paused its purchases, Strive expanded its Bitcoin reserve. The company acquired 469 BTC for $36.6 million.Strive paid an average price of $77,954 per Bitcoin, including fees and expenses. This figure was close to Bitcoin’s recent market price.The company therefore continued its strategy of building a corporate Bitcoin treasury. Strive previously used several financing transactions to expand its holdings.The latest purchase came during a week when Strategy remained on the sidelines. The development highlights the two Bitcoin treasury companies’ different short-term capital allocation decisions.BitMine purchased 27,180 ETHBitMine completed one of the week’s largest corporate cryptocurrency purchases. The company announced that it had added another 27,180 ETH to its reserve. Based on the disclosed price of $2,513, the acquired Ether was worth approximately $68.3 million. The purchase increased BitMine’s total Ethereum holdings to 5,956,378 ETH.The company’s Ethereum reserve is currently worth approximately $15 billion. Its combined cryptocurrency, cash, marketable securities and other investments have reached $15.8 billion.BitMine continues to pursue its goal of controlling approximately 5% of Ethereum’s supply. The latest purchase brought the company another step closer to that target.Strive and BitMine purchased approximately $105 million worth of cryptocurrencies during the week. Strategy instead allocated capital to repurchasing its own shares. The companies therefore followed different treasury management strategies amid the prevailing market conditions.
Crypto This Week: Fed Decision and 30 Key Events
Bitcoin started the week of September 14–20 at around $77,500. The Federal Reserve’s interest rate decision, a crypto vote in the US Senate and oil prices above $100 could increase market volatility. The crypto calendar also features a Pi Network upgrade, delistings by South Korean exchanges and a TRUMP token unlock worth approximately $57 million. Chainflip is preparing to restart its network following a 736,000 USDT exploit over the weekend.Fed interest rate decision and projections are comingThe Federal Open Market Committee’s two-day meeting will begin on Tuesday, September 15. The Fed will announce its interest rate decision and updated economic projections on Wednesday, September 16, at 9:00 p.m. Turkey time. The chair’s press conference will begin at 9:30 p.m.The Fed’s official calendar confirms the announcement times for the current policy rate of 3.50%–3.75%. Futures markets assign a probability of more than 85% to a 25-basis-point increase. Goldman Sachs and JPMorgan have also revised their expectations toward a rate hike.US consumer inflation, released last week, reached 0.4% monthly and 3.4% annually. Inflationary pressure, combined with strong employment data, strengthened expectations that the Fed could resume monetary tightening.Markets will also monitor the dot plot and economic forecasts for 2026–2028. Officials’ projections for further rate increases this year could influence Bitcoin through movements in the dollar and Treasury yields.US retail sales data for August will arrive on September 16 at 3:30 p.m. Turkey time. Import price data, scheduled for the same time, will offer further information about how energy costs are feeding into domestic inflation.BoE and BOJ decisions fall in the same weekThe Bank of England will publish its interest rate decision on Thursday, September 17, at 2:00 p.m. Turkey time. All 65 economists surveyed by Reuters expect the BoE to keep its policy rate unchanged at 3.75%.The United Kingdom will announce August inflation data one day before the decision. According to the Office for National Statistics calendar, the figures will arrive on September 16 at 9:00 a.m. Turkey time. Annual inflation stood at 2.9% in July.The UK labor market report will be released on Tuesday, September 15, at 9:00 a.m. It will include new data on unemployment, wage growth, job vacancies and payroll employment.The Bank of Japan will meet on September 17–18. A Reuters poll indicates strong expectations that the central bank will raise its current 1% policy rate by 25 basis points.The decision is expected on the morning of Friday, September 18. BOJ Governor Kazuo Ueda’s press conference will begin at 9:30 a.m. Turkey time.The meeting carries additional significance for crypto markets. A rate hike could strengthen the yen and trigger the unwinding of leveraged positions financed through the Japanese currency.CLARITY Act heads for a critical Senate voteThe US Senate is preparing to hold a procedural vote on the CLARITY Act on September 15. The legislation aims to define the division of responsibilities within the digital asset market. It needs support from 60 senators before debate can formally begin.The bill would reorganize regulatory authority over crypto assets between the Securities and Exchange Commission and the Commodity Futures Trading Commission. It would also establish federal rules for exchanges, brokers, custodians and token issuers.The Senate Banking Committee approved the bill in May by a vote of 15–9. According to Reuters, objections involving stablecoin interest payments and crypto companies’ access to banking services could make the 60-vote threshold difficult to reach.Passing the procedural vote would not amount to final approval. If the motion succeeds, the Senate would still need to consider amendments and vote on the full legislative text.The House Ways and Means Committee could also discuss the taxation of staking and mining rewards on September 16. Wash-sale rules for digital assets may form another part of the discussion.However, the committee has not published a confirmed time on its official calendar. Therefore, the potential hearing is not included in this week’s verified schedule.Oil prices become a liquidity risk againBrent crude started the week near $107 per barrel, while West Texas Intermediate traded around $102. Attacks on energy infrastructure in Saudi Arabia and risks to regional shipments continue to support prices.Oil prices remaining at these levels could fuel global inflation through higher fuel and transportation costs. The Fed, BoE and BOJ will all announce decisions this week, increasing the potential impact of energy-driven inflation on digital assets.Attacks on Russian refineries are also reducing diesel production and intensifying pressure on energy markets. US diesel prices rising above $6 per gallon create another risk for corporate costs and consumer inflation.Upbit, Bithumb and Bitget plan delistingsUpbit and Bithumb will end trading support for Storj, JasmyCoin and ThunderCore on Monday, September 14, at 9:00 a.m. Turkey time. The exchanges will cancel open orders for STORJ, JASMY and TT, while withdrawals will remain available until October 14.Bitget’s first change will affect Classic Account users on September 17. The exchange will stop allowing new positions in NEARUSD, AVAXUSD, ADAUSD, LINKUSD, DOGEUSD, SOLUSD, XRPUSD, ETHUSD and BTCUSD coin-margined perpetual contracts after 7:00 a.m.Trading in these contracts will end completely at 10:00 a.m. Bitget’s official announcement indicates that contracts under Unified Accounts will remain unaffected.The exchange will also delist the CAMP/USDT, RHEA/USDT, ORBS/USDT and TURBO/USDT spot pairs on Friday, September 18, at 1:00 p.m. Withdrawals will remain available until December 18 at 1:00 p.m.No major spot listing or high-profile token launch has been confirmed for this week. Therefore, delisting decisions and supply developments involving existing tokens will carry greater weight.Pi Network targets Protocol 27 upgradePi Network has set September 15 as the target date for upgrading its mainnet to Protocol 27. According to the project’s announcement, the update will introduce more flexible and secure authentication features for smart contracts.The team has not announced an exact activation time. The target date also depends on network readiness. Exchanges could temporarily suspend PI deposits and withdrawals during the upgrade.Ethereum developers will hold an All Core Developers Consensus call on September 17 at 5:00 p.m. Turkey time. The meeting will cover consensus-layer development and preparations for the Glamsterdam upgrade. However, the call itself does not represent a mainnet upgrade.Chainflip restart expected after exploitChainflip started the week with operations suspended following an exploit involving its USDT integration on TRON. The attacker abused a vulnerability in transaction memo processing to withdraw 736,442 USDT through six unauthorized payments.The project said its other vaults were unaffected and promised to compensate affected users. Incomplete user transactions worth approximately 115,654 USDT remain in the vault until the network restarts.Chainflip initially said the restart would not happen before Monday. However, it has not provided an exact time.According to the incident report, the project could release a new software version, compensation details and a technical review this week.No separate binding, high-impact DAO vote with a confirmed deadline appears on the calendar. Chainflip’s operational decisions and the CLARITY Act process represent the week’s main governance and regulatory developments.TRUMP and ZRO unlocks carry significant valueOfficial Trump will conduct the week’s largest token unlock by dollar value. A total of 28.7 million TRUMP will enter circulation on September 18. Based on the morning spot price, the tokens are worth approximately $57.1 million.The unlock represents about 2.9% of the total token supply. Its share of the circulating market capitalization is higher, increasing the risk of short-term dilution.LayerZero will unlock 25.71 million ZRO on September 20. The tokens are worth approximately $26.9 million at the current price and represent around 4.2% of the circulating supply.Bedrock will release 40.63 million BR on the same day. The unlock is worth approximately $15 million and equals nearly 18.7% of the circulating supply. This makes it one of the week’s most significant events in proportional terms.Arbitrum’s unlock of 92.65 million ARB will occur on September 16 at 4:00 p.m. Turkey time. The tokens currently have a combined value of around $12.7 million.Additional supply entering the market will include approximately $8.4 million in YZY, $5.4 million in KAITO, $3.6 million in STRK and $2.5 million in SEI. LISTA will also release tokens worth around $2.6 million on September 20.CoinShares results and two conferences on watchCoinShares will publish its financial results for the six months ended June 30 on September 14. Management’s conference call will begin at 3:30 p.m. Turkey time.Digital asset prices, fund flows and assets under management will be among the report’s main areas of interest.Bitcoin miner Bitdeer will also attend the H.C. Wainwright Global Investment Conference on September 14. Its presentation could provide updates on mining capacity, energy infrastructure and investments in artificial intelligence data centers.The European Blockchain Convention will take place in Barcelona on September 16–17. Its program focuses on institutional crypto adoption, tokenization, stablecoins, custody services and European regulation.ETHTokyo Week will begin on Saturday, September 19, and continue until September 27. The program will bring Ethereum developers, security researchers and Web3 projects together in Tokyo.This week’s 30-event crypto calendarSeptember 14: CoinShares publishes its first-half 2026 results.September 14: Bitdeer attends the H.C. Wainwright conference.September 14, 9:00 a.m.: Upbit and Bithumb end STORJ, JASMY and TT trading.September 14–15: Remaining sessions of the ETHTaipei program.September 15, 3:00 a.m.: Approximately $3.6 million STRK token unlock.September 15, 6:00 a.m.: Approximately $8.4 million YZY token unlock.September 15, 9:00 a.m.: UK labor market report.September 15, 3:00 p.m.: Approximately $2.5 million SEI token unlock.September 15: Target date for the Pi Network Protocol 27 mainnet upgrade.September 15: US Senate procedural vote on the CLARITY Act.September 16, 9:00 a.m.: UK consumer and producer inflation data for August.September 16, 3:30 p.m.: US retail sales for August.September 16, 3:30 p.m.: US import and export prices for August.September 16, 4:00 p.m.: Approximately $12.7 million ARB token unlock.September 16–17: European Blockchain Convention.September 16, 9:00 p.m.: Fed interest rate decision and economic projections.September 16, 9:30 p.m.: Fed chair’s press conference.September 17, 12:00 p.m.: Final eurozone inflation data for August.September 17, 3:30 p.m.: US weekly jobless claims.September 17, 3:30 p.m.: US housing starts and building permits for August.September 17, 2:00 p.m.: Bank of England interest rate decision.September 17, 5:00 p.m.: Ethereum All Core Developers Consensus call.September 17, 10:00 a.m.: Bitget closes nine coin-margined perpetual contracts.Morning of September 18: Bank of Japan interest rate decision, followed by a press conference at 9:30 a.m.September 18, 1:00 p.m.: Bitget delists CAMP, RHEA, ORBS and TURBO spot pairs.September 18: Approximately $57.1 million TRUMP token unlock.September 18, 4:15 p.m.: US industrial production and capacity utilization for August.September 19: ETHTokyo Week begins.September 20, 3:00 a.m.: Approximately $15 million BR token unlock.September 20: Approximately $26.9 million ZRO token unlock.The market’s direction may depend less on whether the Fed raises rates and more on the statement’s guidance for future meetings. Oil prices above $100, BOJ-driven movements in the yen and the CLARITY Act vote could also widen trading ranges across Bitcoin and altcoins.
US Inflation Data Released: Bitcoin Falls Below $77,000
US inflation data for August has been released. Headline inflation matched expectations, while monthly core inflation exceeded forecasts.The Consumer Price Index rose 0.4% in August. Economists had also forecast a 0.4% increase. The index gained 0.1% in July.Annual inflation remained at 3.4%. The figure matched both market expectations and July’s reading.Core inflation, which excludes volatile food and energy prices, presented a less favorable picture. Core CPI increased 0.3% month over month, exceeding the 0.2% forecast.Following the data, Bitcoin fell as low as $76,700. Persistent inflation strengthened expectations that the Federal Reserve could raise interest rates next week. US core inflation exceeds expectationsCore CPI had risen 0.2% month over month in July. The August figure showed renewed momentum in underlying price pressures.Meanwhile, annual core inflation came in at 2.4%, matching market expectations. It had stood at 2.5% in July.The report therefore delivered mixed signals. Annual core inflation slowed, while the monthly increase exceeded forecasts.The Federal Reserve closely monitors core inflation indicators when setting interest rates. August’s 0.3% increase suggested that price pressures were not yet fully under control.Fed rate hike expectations strengthenThe August inflation report carried particular importance ahead of next week’s Fed meeting. Fed Chair Kevin Warsh said during his Jackson Hole speech that the central bank might need to act unless inflation showed signs of slowing.Rate hike expectations climbed rapidly in the bond market following those comments. Investors had previously expected no further increases during the remainder of 2026. Recent developments, however, brought as much as 75 basis points of tightening this year into consideration.The shift in expectations also affected US Treasury yields. The 10-year Treasury yield climbed from around 4.60% to nearly 5%.The two-year Treasury yield, which is more sensitive to Fed policy, rose from 4.20% to 4.56%. Higher yields increased pressure on risk assets such as Bitcoin, which does not generate interest income.Bitcoin price declines after inflation dataBitcoin fell to $76,700 in the minutes following the report. According to the latest market data, the price later stabilized at around $76,955.The largest cryptocurrency lost approximately 1% over the past 24 hours. Its weekly decline reached 5.4%.Ethereum traded at around $2,456 after losing nearly 3% over the past seven days. XRP’s weekly decline approached 8.8%, while Solana fell around 4.8%.Selling pressure emerged as traders concluded that the inflation report gave the Fed more room to raise interest rates. Higher rates increase returns on traditional assets such as bonds and can weaken demand for cryptocurrencies.The Fed’s decision next week will now play a decisive role in the crypto market’s short-term direction. Investors will follow the rate decision alongside Kevin Warsh’s comments on inflation and the policy outlook for the remainder of the year.
US PPI Data Arrives: Bitcoin and Ethereum Drop Sharply
US producer inflation rose 5.4% annually in August. Selling across the cryptocurrency market accelerated following the data.Bitcoin fell 3.5% to $76,800. Ethereum dropped 3.8% to $2,417. Bitcoin had climbed as high as $79,606 during the day. However, selling pushed the price toward its daily low.Rising inflation strengthened expectations surrounding the Federal Reserve’s interest rate policy. Higher Treasury yields also pressured risk assets.The crypto market now awaits US consumer inflation data. The US will publish August CPI figures on September 11.US producer inflation climbed to 5.4%The US Labor Department published the August PPI figures. Producer prices increased 0.4% on a monthly basis.Economists also expected a 0.4% monthly increase. Therefore, the monthly figure matched market expectations.However, annual PPI reached 5.4%. Markets expected the annual rate to reach 5.3%.Producer inflation stood at 4.8% in July. Consequently, the latest figure signaled accelerating price pressures.Prices excluding food and energy increased 0.2% monthly. Annual core PPI rose to 4.6%.This rate stood at 4.2% in July. Therefore, underlying price pressures also remained strong.Rising energy costs particularly pushed producer prices higher. Increasing oil prices amplified inflation risks.Bitcoin fell below $77,000Bitcoin traded around $78,000 before the PPI report. Selling pressure increased considerably after the data.BTC fell to $76,788 during the writing of this report. Its daily loss reached 3.5%.Consequently, Bitcoin moved below the $77,000 support level again. The price also erased all its intraday gains.Bitcoin recently produced an important technical signal. Its 50-day moving average crossed above the 200-day average.Investors call this pattern a “golden cross.” However, macroeconomic pressure limited short-term technical optimism.The $80,000 level represents strong resistance for Bitcoin. Meanwhile, the $76,000 region remains important support.Continued selling could bring $75,000 into focus. Conversely, buyers could target $77,000 again.Ethereum’s loss reached 3.8%Ethereum also declined alongside Bitcoin. ETH fell as low as $2,416.The token had climbed to $2,517 during the day. However, strong selling ended its recovery attempt.Ethereum’s daily loss reached 3.8%. Therefore, ETH slightly underperformed Bitcoin.Altcoins generally move more sharply during risk-off periods. Consequently, macroeconomic uncertainty could intensify pressure on altcoins.Changes in Bitcoin dominance also carry importance. Rising dominance could deepen losses across altcoins.Rising oil prices and Treasury yields pressured cryptoBrent crude remained above the $100 level. The price surpassed $105 during the day.Elevated oil prices increase energy-driven inflation risks. This outlook complicates the Fed’s interest rate decision.The US 10-year Treasury yield approached 4.9%. Rising yields reduce demand for risk assets like cryptocurrencies.Wall Street futures also declined following the data. Nasdaq 100 futures dropped about 1.1%.S&P 500 futures lost 0.47%. Meanwhile, Dow Jones futures declined 0.29%.Therefore, selling pressure extended beyond the cryptocurrency market. Declining global risk appetite affected several asset classes.Crypto market awaits US CPI dataInvestors now focus on Friday’s US CPI report. This data could carry greater weight in the Fed’s decision.Stronger-than-expected CPI could increase rate-hike expectations. Such an outcome could accelerate selling across cryptocurrencies.Lower inflation could provide short-term market relief. However, oil prices remain a key risk.The Fed will announce its interest rate decision on September 16. Therefore, Bitcoin volatility could remain elevated in the coming days.
Strive Bought Bitcoin, Bitmine Accumulated ETH: Strategy Made No Purchases
Activity in corporate crypto treasuries picked up again. Strive bought $109 million worth of Bitcoin last week, while Bitmine added more than 28,000 ETH. Strategy, meanwhile, paused Bitcoin purchases during the same period.Strive’s latest purchase lifted its Bitcoin holdings to 24,531 BTC. Bitmine increased its Ethereum treasury to 5.93 million ETH, equivalent to roughly 4.9% of the circulating supply.Strategy, the largest corporate Bitcoin holder, took a different path. The company made no Bitcoin purchases last week and instead repurchased STRC preferred shares.Strive buys $109 million worth of BitcoinStrive purchased a total of 1,375 Bitcoin between Aug. 31 and Sept. 4. The company spent approximately $109 million on the new BTC.According to an 8-K filing submitted to the SEC, the purchases were made at an average price of $79,281 per Bitcoin. Strive’s total holdings therefore increased from 23,156 BTC to 24,531 BTC. The company also strengthened its cash position during the week. Cash and cash equivalents rose from $183.5 million to $202.6 million.Strive’s position in STRC shares issued by Strategy remained unchanged. The company continues to hold 505,000 STRC shares.CEO Matt Cole previously said Strive could become the world’s second-largest publicly traded Bitcoin treasury by the end of 2026. The latest purchases show that the company continues to accumulate Bitcoin toward that goal.Bitmine buys another 28,000 ETHOne of the largest Ethereum purchases of the week came from Bitmine Immersion Technologies. The company acquired another 28,086 ETH.Bitmine’s total Ethereum holdings reached 5,929,198 ETH as of Sept. 7. Based on an ETH price of $2,495, the company valued the position at around $14.8 billion. That amount represents around 4.9% of Ethereum’s roughly 122 million token supply. Bitmine is therefore approaching its previously announced target of accumulating 5% of the Ethereum supply.The company is also putting most of its ETH to work through staking. A total of 5,067,309 ETH is currently deployed through staking systems.The staked amount represents roughly 85% of Bitmine’s total ETH holdings. The company estimates that its current staking position could generate around $330 million in annual revenue.Bitmine said annual staking revenue could rise to approximately $386 million if all of its ETH holdings were staked. The estimate is based on a seven-day annualized yield of 2.61%. The company’s balance sheet also includes 211 BTC. Bitmine reported $593 million in cash and marketable securities.Strategy made no Bitcoin purchases last weekStrategy, the largest corporate holder of Bitcoin, ended the week without adding to its position. The company said it neither bought nor sold Bitcoin between Aug. 31 and Sept. 7. Strategy’s total Bitcoin holdings therefore remained unchanged at 845,050 BTC. The company acquired those coins for a total cost of $63.73 billion.Strategy’s average Bitcoin purchase price stands at around $75,412. Its holdings represent more than 4% of Bitcoin’s maximum supply of 21 million coins. Instead of buying Bitcoin, Strategy directed capital toward its own financial products last week. The company repurchased 1.81 million STRC preferred shares for approximately $176.3 million.It also doubled the size of its Digital Credit Securities Repurchase Program from $1 billion to $2 billion. Strategy funded the repurchases through its U.S. dollar reserves. Corporate crypto treasuries pursue different strategiesThe latest disclosures highlight the growing differences between corporate crypto treasury strategies. Strive continues to expand its Bitcoin holdings, while Bitmine is aggressively accumulating Ethereum.Strategy is taking a more cautious approach for now. The company is maintaining its massive Bitcoin position while placing greater emphasis on balance sheet management.Bitmine’s model also puts staking income at the center of its strategy. The company aims to generate additional cash flow from the Ethereum held on its balance sheet.Strive, meanwhile, is focused on climbing the rankings of public Bitcoin treasury companies. The latest moves from all three firms show that the corporate crypto treasury race is increasingly shaped by more than just the amount of BTC or ETH held.
Bitcoin ETFs Post Third Positive Week With $987 Million in Inflows
U.S. spot Bitcoin ETFs recorded $986.9 million in net inflows last week. This extended their positive flow streak to three consecutive weeks, highlighting a recovery in institutional investor demand.Spot Ethereum ETFs showed a similar trend. ETH funds attracted a total of $218.4 million in net inflows last week and also finished a third straight week in positive territory.According to SoSoValue data, weekly inflows into Bitcoin ETFs increased from $924.5 million in the previous week. Bitcoin, meanwhile, continues to trade around $80,000 despite the strong fund flows. BlackRock led Bitcoin ETF inflowsSpot Bitcoin ETFs attracted a total of $986.9 million in fresh capital during the week ending Sept. 4. BlackRock’s IBIT led the market with $691.5 million in weekly net inflows.This marked the third consecutive week of positive flows for U.S. spot Bitcoin ETFs. Weekly inflows increased by roughly $62 million compared with the previous week.Trading activity, however, declined. Total weekly trading volume across Bitcoin ETFs came in at $14.5 billion.That figure stood at nearly $19 billion a week earlier. The combination of continued inflows and lower trading volume suggests investors increased exposure during a period of relatively subdued market activity.Ethereum ETFs attracted $218 millionSpot Ethereum ETFs also ended last week with positive flows. The funds recorded a combined $218.4 million in net inflows.Ethereum ETFs therefore matched Bitcoin funds with a third consecutive positive week. Weekly trading volume totaled $4.1 billion.The previous week, Ethereum ETF trading volume had reached $6.3 billion. Trading activity therefore slowed on the ETH side as well, even as net capital inflows continued.The latest positive flows followed a strong August for both ETF categories. Spot Bitcoin ETFs attracted a total of $3.52 billion in net inflows during the month.That marked the strongest monthly inflow figure for Bitcoin ETFs since September 2025. Spot Ethereum ETFs brought in $1.85 billion in August, their best monthly result since August 2025.Bitcoin holds near $80,000Despite strong ETF inflows, Bitcoin has so far shown limited price movement. BTC climbed to around $81,700 last Thursday before pulling back toward the $80,000 area.As of Sept. 7, Bitcoin was trading at around $79,950. Continued ETF inflows are supporting expectations that institutional spot demand is strengthening.Zeus Research analyst Dominick John said sustained ETF inflows indicate that institutional investors are rebuilding their Bitcoin exposure. According to John, demand coming directly through the spot market suggests the move is not being driven solely by leveraged speculation.Presto Research associate Min Jung also said the crypto market appears to be experiencing a catch-up move after lagging other risk assets. Jung added that strong ETF inflows point to renewed institutional demand.The next major test for the market will come from upcoming U.S. macroeconomic data. Investors will be watching jobless claims on Sept. 10 and U.S. inflation data on Sept. 11.A weaker-than-expected inflation reading could support Bitcoin through expectations around Fed policy and global liquidity. A hotter inflation print, however, could push bond yields higher and increase pressure on the crypto market.
