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Bitcoin
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Affairs
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No. 130 · 4 Oct 2026
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MARKET SNAPSHOT
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BTC / USD
$85,193
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24H CHANGE
+0.5%
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ALL-TIME HIGH
$124,749
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FROM ATH
-31.7%
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El Salvador secures IMF funds while recommitting to curb state Bitcoin involvement
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Cointelegraph reports the IMF approved an immediate $138 million disbursement under El Salvador’s $1.4 billion program after granting waivers on missed conditions. The lender said the government will keep reducing its direct role in Bitcoin, strengthen crypto oversight and avoid further BTC accumulation beyond documented donations, underscoring how sovereign Bitcoin exposure remains tied to multilateral financing.
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| Regulation Macro |
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BlackRock sketches onchain portfolio model as tokenization moves beyond single-asset wrappers
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CoinDesk reports BlackRock and Ondo are outlining a model where professionally managed portfolios themselves become onchain products, not just single stocks or funds wrapped in tokens. If that architecture scales, it could pull more traditional capital, portfolio management and settlement activity onto crypto rails, deepening the institutional backdrop around digital assets.
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| On-chain Macro |
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Crypto hiring triples in September even as applicant interest retreats
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CoinDesk says crypto job listings rose to 1,241 in September, more than triple July’s level, while applications fell to just under 20,000. Finance, engineering and trading led demand, and Bitcoin was the most frequently requested blockchain skill, pointing to selective hiring strength even as talent competition tightens.
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Bitcoin mining difficulty slips again as network retarget stays essentially flat
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ASIC.tools reports Bitcoin’s latest 2,016-block retarget on October 3 trimmed mining difficulty by just 0.03% at block 969,696. The near-flat adjustment suggests network competition remains firm and miner economics are being shaped more by price, fees and power costs than by any sudden easing in hash pressure.
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| Mining On-chain |
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≡
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COMMENTARY
VOICE FROM THE NETWORK
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The agentic era needs a different CRM. That’s Attio.
Parallel, Turbopuffer, and Wordsmith run their entire GTM motion on Attio, with agents that chase every buying signal, build pipeline, and move deals forward, 24/7.
🚨 NEXT WEEK COULD SET THE TONE FOR OCTOBER
Five straight days. Five major US catalysts.
And each one could entirely change what the market expects from the Fed.
Monday: ISM Services PMI, expected around 55.7, with services inflation still running hot.
Tuesday: ADP employment, another major test of whether the US labor market is finally cracking.
Wednesday: FOMC minutes and markets will be looking for any sign of how aggressive the Fed could get from here.
Thursday: Jobless claims, another direct read on whether layoffs are beginning to accelerate.
Friday: Michigan inflation expectations, after 1-year expectations jumped to 4.6%.
The setup is volatile as hot inflation data keeps rate hike fears alive, while weak jobs data raises concerns that the economy is breaking.
114 reposts 54 replies 854 likes
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ALERT: 🚨 Bitcoin has historically dumped after the midterms.
Will history repeat itself, or will Bitcoin finally break the cycle?
Remember: in bull markets, BUY EVERY DIP! https://t.co/DVQgmJDAxU
73 reposts 110 replies 774 likes
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What if $BTC just keeps going up till midterms?
Every midterm cycle, we have seen BTC perform negatively afterwards.
So, why not wait for the midterms to actually approach then react to the price action. Atleast, that is what I am doing. https://t.co/F2uko0NiM5
62 reposts 51 replies 1.1K likes
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The US has made it clear: it is NOT going to wait for the CLARITY Act.
The Senate blocked it 49-50.
48 HOURS later, the SEC approved on-chain trading of tokenized US stocks.
Then the CFTC told Wall Street to prepare for MASS TOKENIZATION.
And this month, a $114 TRILLION Wall Street giant is set to launch its tokenization service.
Here's everything else that's happened since the vote:
1. CFTC sent its new rules for crypto trading and crypto markets to the White House
2. SEC proposed new crypto custody rules for advisers and funds
3. SEC approved the first 3x leveraged Bitcoin and Ether ETPs
4. SEC gathered NYSE, Nasdaq, Citadel Securities and Robinhood to plan 24-hour stock trading
5. Treasury is reportedly weighing a push for dollar stablecoins overseas
6. White House blamed the big banks for killing the bill
7. NYSE signed a deal to bring tokenized stocks to 44 MILLION crypto accounts
8. BlackRock, DTCC, Visa and Mastercard became validators on Circle's new Arc blockchain
9. Community banks sued to stop crypto firms getting federal trust charters
10. Bitcoin ETFs pulled in $3 BILLION in 9 straight days
And what's coming next:
- DTCC, which holds over $114 TRILLION in assets, is set to launch its tokenization service in October
- US stocks are set to trade 23 hours a day from December 6
- CLARITY can still come back, after Sen. Tillis filed a motion to reconsider
But one thing is clear, crypto is moving forward with or without the CLARITY Act.
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281 reposts 75 replies 1.2K likes
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$BTC As price is chopping sideways, we are seeing positions build up on both sides again.
In the short term the main levels to watch are: $84K & $85.7K.
That's where you could expect some small squeezes to take place.
Of course the main levels outside of that in terms of the chart are $82.5K & $87.5K which mark the local highs and lows.
2 reposts 20 replies 74 likes
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bitcoin:native long-term holders stayed in profit this entire cycle.
No bear market since at least 2015 has done that.
In each prior bear, LTH-MVRV fell below 1 at the cycle low, putting the cohort underwater.
This time it bottomed above 1 and is now climbing again. https://t.co/7WzdYgCaTH
70 reposts 65 replies 472 likes
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