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Bitcoin
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Affairs
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No. 132 Β· 6 Oct 2026
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In partnership with
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MARKET SNAPSHOT
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BTC / USD
$86,078
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24H CHANGE
-0.1%
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ALL-TIME HIGH
$124,749
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FROM ATH
-31.0%
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Treasury drops self-custody and mixer reporting proposals in major U.S. crypto reset
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FinCEN withdrew a 2020 proposal that would have forced banks and crypto firms to report transfers above $10,000 involving self-hosted wallets, and it also scrapped a 2023 proposal targeting crypto mixing. The move removes two long-running U.S. policy overhangs on self-custody and privacy infrastructure, marking a notable deregulatory shift for the domestic crypto market.
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| Regulation |
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Oil slips below $100 as emergency stock release cools immediate supply shock
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Oil prices slipped as stronger Middle East export flows and a G7 emergency stock release eased near-term supply fears, even as Houthi attacks on Saudi targets kept geopolitical risk alive. For Bitcoin, softer crude helps relieve immediate inflation and rates pressure, but the energy shock is not fully gone.
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| Geopolitics Macro |
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Dalio warns foreign Treasury demand could fade as U.S. financing strains deepen
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Bridgewater founder Ray Dalio warned that U.S. financing conditions could worsen if China and Japan pull back from buying Treasuries. That matters for Bitcoin because renewed stress in the worldβs core bond market can ripple through dollar liquidity, volatility and the broader case for non-sovereign stores of value.
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Strive buys 2,000 more bitcoin and closes the gap on MARA
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Strive disclosed its biggest Bitcoin purchase since June, adding 2,000 BTC and lifting its treasury to 29,462 BTC. The buy shows corporate balance-sheet demand is still active near local highs and keeps competition intense among listed Bitcoin treasury companies.
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β‘
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COMMENTARY
VOICE FROM THE NETWORK
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The Best Marketing Angle Youβve Never Tried
Everyone wants a marketing hack that makes growing their business easier.
But according to business guru @MarketingMax (9 figures in attributable revenue delivered to clients), one of the best no-cost marketing hacks is finding the one angle that makes people foam at the mouth wanting what you sell.
Lucky for you @MarketingMax put together a quick 2-page Google Doc breaking down how to find yours in 10 minutes, with 20+ real examples you can steal from.
$BTC The $85K level has been getting tested almost on a daily basis. Every time it tends to see some sort of reaction both as support and resistance.
Above, there's a lot of marginally lower highs sitting at $87K+. The same below with the $83K region.
I am expecting a squeeze to occur the moment either of these levels breaks.
15 reposts 30 replies 140 likes
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Little known fact...
BTC popularity among nation-states has outstripped individuals:
5% of the world population own BTC
8% of nations have a policy to acquire/hold BTC https://t.co/hHJrBKfoDW
332 reposts 75 replies 2.4K likes
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CRAZY: π₯ A 10% Bitcoin drop from here would liquidate over $13 BILLION in longs.
Meanwhile, a 10% move higher would wipe out less than $4 BILLION in shorts. https://t.co/Z1gQLRsVmW
58 reposts 98 replies 772 likes
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JUST IN: CFTC lists BTC, ETH, SOL, XLM, XTZ and XRP as examples of βdigital commodities.β
Under the CFTC/SEC taxonomy, digital commodities are generally NOT securities.
This could mean less SEC uncertainty, clearer oversight and an easier path for US crypto listings.
199 reposts 81 replies 1.0K likes
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Scott Bessent last month: "I am the house now... you can bet against me if you want."
US bond yields since then:
10-year: up 49.7 bps
20-year: up 44.0 bps
30-year: up 42.5 bps
Scott Bessent, this month: "I do not control the bond market." https://t.co/IC0e9kTpaI
96 reposts 59 replies 570 likes
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Compared to late August, the trend has clearly changed, and this is visible in the evolution of the Capital Cost Basis.
As I've already explained, this metric weights the realized price by purchase volume ($).
This gives more economic weight to bitcoin:native bought at higher prices.
While BTC was still struggling at this pivot point in late August, currently at $80 400, we have now closed above this level for several weeks.
This puts a majority of the invested capital in slight profit and makes investors a little more stable each day, which is welcome during this consolidation.
0 reposts 3 replies 19 likes
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