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Bitcoin
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Affairs
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No. 090 · 25 Aug 2026
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Sponsored by
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MARKET SNAPSHOT
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BTC / USD
$79,000
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24H CHANGE
-0.6%
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ALL-TIME HIGH
$124,749
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FROM ATH
-36.7%
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Bitcoin holds above $80,000 as ETF demand reinforces macro-driven rebound
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Bitcoin briefly touched $81,000 and is still holding above the $80,000 level, extending last week’s rebound. The Block said analysts are tying the move to renewed spot ETF demand and easier financial conditions after Treasury buyback changes, while still warning that sticky inflation, elevated long yields and geopolitical risk could limit follow-through.
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| ETF Rates Macro |
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Crypto exchange volumes double in five days as ETF-era activity rebounds
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The Block said crypto exchange volume has doubled in five days, rebounding to roughly $37 billion a day from the year’s lows. The move suggests risk appetite is returning, even as ETFs, digital-asset treasuries and onchain venues keep changing where Bitcoin demand shows up.
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| ETF On-chain Macro |
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≡
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COMMENTARY
VOICE FROM THE NETWORK
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Bitcoin is running the same trap that fooled bulls in 2018 and 2022.
In 2018, BTC rallied 47.7% from $5,750 to $8,492. Roughly $180 million of BitMEX shorts were liquidated in one squeeze. Bitcoin then collapsed 62.8% to the cycle low.
In 2022, BTC rallied 43.1% from $17,622 to $25,211. Nearly $1 billion of crypto shorts were liquidated during the July squeeze. Bitcoin then fell 38.6% and printed another low.
2026: Bitcoin has rallied 38.4% from $57,800 to $79,700 while more than $4 billion in short positions have been liquidated.
Both previous rallies made bears look stupid immediately and bulls look stupid eventually.
33 reposts 39 replies 312 likes
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This is seriously insane.
This morning $BTC pumped from $75,500 to $81,200 liquidating $793M in 24 hours!
Now, $BTC has $2B liquidity above at $81,000 - $83,000.
However, $73,000 - $78,500 has $4.9B liquidation clusters stacked up, making this the 'high probability' zone to visit next on the HTF from a liquidity perspective.
Bears just got absolutely 'rekt' again.
4 reposts 7 replies 37 likes
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Crypto’s rally is now at Warsh’s mercy.
Bitcoin enters Jackson Hole week near $80K after surging 28% in August.
Crypto GREED has climbed to 74/100, its highest level in nearly 11 months.
The rally began when Treasury bond buybacks pushed yields and the dollar lower.
Over $4B in crypto shorts were then liquidated, accelerating the surge.
Reports that Treasury could tap its nearly $1T cash account added to the liquidity excitement.
PCE inflation and GDP arrive Wednesday, providing the rally’s first major test.
The main event comes Friday when Fed Chair Kevin Warsh delivers his first Jackson Hole keynote.
A dovish message could unleash euphoria, while a hawkish surprise could turn greed back into fear.
Billions now depend on Warsh.
40 reposts 47 replies 297 likes
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🚨 THE SMARTEST MONEY IN CRYPTO JUST WENT SHORT.
Wintermute is sitting on $190,800,000 in shorts across $ETH, $BTC, $SOL, $HYPE and $XRP.
They're down $5.85M right now.
They're up $203,600,000 all-time.
Do they know something ? https://t.co/o8F6x8gGej
125 reposts 168 replies 1.2K likes
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🚨 BITCOIN'S 4-YEAR CYCLE JUST BROKE?
Bull: 1,066 days → Bear: 365 days
Bull: 1,065 days → Bear: 365 days
Bull: 1,065 days → Bear: 273 days?
Both previous bears lasted exactly one year.
This one would be 3 months short. https://t.co/gDClcknwzl
132 reposts 178 replies 1.2K likes
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Bessent’s plan to use the TGA to fund Treasury buybacks makes possible exactly what I warned would happen. This reckless plan will substantially shorten the average maturity of the national debt, increasing our exposure to rising short-term rates and making it even harder for the Fed to hike rates without exploding federal interest expense and budget deficits. It’s a recipe for massive QE and runaway inflation. Got gold?
597 reposts 372 replies 5.0K likes
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