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Bitcoin
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Affairs
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No. 094 · 29 Aug 2026
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In partnership with
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MARKET SNAPSHOT
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BTC / USD
$77,900
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24H CHANGE
+0.1%
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ALL-TIME HIGH
$124,749
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FROM ATH
-37.6%
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U.S. spot Bitcoin ETFs post first outflow after nine-day demand run
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U.S. spot Bitcoin ETFs flipped to a $201.9 million net outflow on August 28 after nine consecutive inflow sessions. ARKB led redemptions at $114.9 million, followed by BITB at $49.7 million and IBIT at $33.4 million, while only Morgan Stanley's MSBT posted a positive day.
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| ETF |
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U.S. says Hormuz tide is turning as officials eye economic relief
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Axios reported that U.S. officials believe momentum in the Strait of Hormuz is turning after Iranian attacks and sea mines had largely frozen commercial shipping. Officials said progress in the waterway could become a turning point in the war, bringing gradual relief to the world economy and improving leverage for a deal with Iran.
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| Geopolitics Macro |
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Schnabel says central banks should bring reserves on-chain to defend monetary control
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In a Jackson Hole speech published August 28, ECB board member Isabel Schnabel said central banks should move reserves onto blockchain-based rails to keep central bank money at the core of a tokenized financial system. She pointed to Project Pontes, which will link TARGET Services to market DLT platforms and include a Eurosystem-operated venue for settling tokenized transactions in central bank money.
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| Macro Regulation |
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Dormant decade-old Bitcoin wallets move $40 million with little exchange leakage
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Six wallets last active between 2011 and 2014 moved 553.59 BTC worth about $40 million between August 16 and August 26, according to data tracked by Galaxy Research. Five of the six sent coins to addresses with no known exchange links, suggesting custody changes or reorganization rather than an obvious rush to sell.
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COMMENTARY
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🚨 INSIGHT: Bitcoin is testing resistance at $80,000, and a move above the level would confirm a double-bottom pattern, according to Fidelity’s Jurrien Timmer. https://t.co/lXO83OoEh4
65 reposts 63 replies 468 likes
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Bitcoin has held the floor of its power law curve and has now corrected long enough to satisfy the time element of its mild 4- year cycle winter. https://t.co/M6QHRWDfA8
179 reposts 69 replies 1.4K likes
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In recent weeks both gold and Bitcoin have become less correlated to equities and bonds, which is good to see. https://t.co/709BbebE1b
42 reposts 17 replies 506 likes
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🚨 UPDATE: Bitcoin's correlation with Nasdaq has dropped from over 60% to roughly 33% while its correlation with gold has climbed above 50%.
This signals a shift toward its role as a scarce store of value, per Grayscale Head of Research Zach Pandl. https://t.co/8DnrUMvAwL
58 reposts 50 replies 304 likes
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🚨 Huge Bitcoin buy orders sitting at $75,000.
Below that it gets thin fast.
The next real wall isn't until $55,000 - $60,000.
You know what that means. https://t.co/9jlWeInuKk
132 reposts 109 replies 878 likes
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Supply in Profit/Loss crossover + Bitcoin RSI recovery back above 50 =
bottom always in.
If that isn’t the case this time, it will go down in history as the biggest Bitcoin bull trap EVER. https://t.co/pONE5hqU03
25 reposts 39 replies 256 likes
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