Bitcoin
Affairs
 
No. 084  ·  19 Aug 2026
 
MARKET SNAPSHOT
BTC / USD
$68,717 		  24H CHANGE
+6.0%
 
ALL-TIME HIGH
$124,749 		  FROM ATH
-44.9%
◎
 NEWS
4 STORIES TODAY
Treasury doubles long-end buybacks as bond stress eases and yields finally retreat
The Treasury said it will at least double liquidity-support buybacks for 10- to 30-year coupon securities beginning September 9, lifting the per-operation cap to at least $4 billion. Long yields fell immediately, easing the rate pressure that had tightened financial conditions and weighed on bitcoin and other risk assets.
Rates  Macro
UAE suspends Iran trade after missile fire, keeping Hormuz oil risks elevated
The UAE halted trade and financial transactions with Iran after renewed missile fire and fresh attacks around the Strait of Hormuz. With tanker traffic still far below normal, the move keeps oil, inflation and broader risk-aversion pressure firmly in bitcoin’s macro backdrop.
Geopolitics  Macro
Clarity Act optimism lifts major crypto stocks ahead of September Senate test
Coinbase, Circle and Bullish outperformed as investors responded to fresh optimism from Senators Tim Scott and Cynthia Lummis and White House crypto adviser Patrick Witt on the Clarity Act’s path. The market is now focused on a September 15 procedural vote that could materially reduce U.S. regulatory uncertainty for digital-asset firms.
Regulation  Macro
Bitcoin capitulation signals pile up, but VanEck says the bottom remains unconfirmed
VanEck says eight of its 12 bitcoin capitulation indicators are currently flashing, with all 12 having triggered at some point in the last three months. Even so, the firm says similar setups have historically produced only modest six-month returns, while miner stress and the still-young ETF bid argue against calling a clean bottom yet.
On-chain  Mining  ETF
≡
 COMMENTARY
VOICE FROM THE NETWORK
Byzantine General
@ByzGeneral
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Uhhhhhh...........

This might be the single biggest daily shorts liquidation event in bitcoin's history 😳 https://t.co/epTjjHIg28
 
 
 
 
20 reposts    15 replies    288 likes
Crypto Rover
@cryptorover
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BREAKING: 🚨 HUGE SHORT SQUEEZE IN THE CRYPTO MARKET.

Bitcoin surges 7.6% within 3 hours.

Ethereum surges 10% within 3 hours.

$1.25 BILLION worth of shorts liquidated. https://t.co/ELpBNViigS
 
 
 
 
77 reposts    54 replies    541 likes
Rand Group
@randgroup
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I'm literally shaking right now https://t.co/K3rRh3QXom
 
 
 
 
37 reposts    43 replies    363 likes
ʎllǝuuop ʇuǝɹq
@donnelly_brent
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Everybody knows that everybody knows that the halving cycle and Uptober coincide this year. Bitcoin has done nothing for so long that it feels stupid to even express a view. With the treasury announcement today and gold rising back from the dead, I am thinking the time to buy bitcoin is now, not later. Pretty easy trade to risk manage. Below 60k it's wrong. Not investment advice.

Option leverage is good as IV is super low.

If it works, you hold until mid-October or sell at 78k/80k area.
 
 
 
 
14 reposts    10 replies    157 likes
Sykodelic 🔪
@Sykodelic_
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The cat is out the bag.

Treasury has just announced doubling its buybacks for the long-end bonds.

This is basically QE Lite.

It's small size in relative terms, but its more about what this tells the market.

The treasury will intervene and continue to add liquidity to keep the bond market under control.

Dollar, bonds, all nosediving on this news.

All this does is make the path to Bitcoin even greater.

What you have to understand is that this train won't stop. It can't stop.

You need to own hard assets.
 
 
 
18 reposts    9 replies    296 likes
Matt Hougan
@Matt_Hougan
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In the last 24 hours:

* The SEC released Regulation Crypto Assets

* The Treasury launched yield curve control

* The White House prepared for a meeting with top crypto execs to discuss tokenization and the Clarity Act.

Hard not to be extremely bullish both BTC and crypto right now ow.
 
 
 
215 reposts    59 replies    1.5K likes