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Bitcoin
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Affairs
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No. 097 · 1 Sept 2026
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MARKET SNAPSHOT
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BTC / USD
$78,335
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24H CHANGE
-0.3%
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ALL-TIME HIGH
$124,749
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FROM ATH
-37.2%
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Barr keeps September Fed hike alive if inflation fails to cool
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Federal Reserve Governor Michael Barr said the central bank can wait if incoming data show inflation is moving back toward 2%, but should raise rates decisively if that progress stalls. The speech hardens the hawkish tone after Jackson Hole and keeps September tightening risk alive for bitcoin and broader risk assets.
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| Fed Rates Macro |
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Japan’s 10-year yield breaks 3%, deepening the global rates shock
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Japan's 10-year government bond yield hit 3% for the first time since September 1996, another sign that global long-end yields are repricing higher. The move adds pressure on the Bank of Japan and matters for bitcoin because tighter global real rates and yen stress can quickly spill into risk assets.
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| Rates Macro |
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Bitcoin ETF inflows restart as ether funds extend their winning streak
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U.S. spot bitcoin ETFs took in about $217 million on Monday, resuming inflows one session after a roughly $202 million outflow snapped a nine-day streak. Ether ETFs extended their run to 11 straight positive days, showing institutional crypto demand has not broken even as rate-hike odds rise.
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Bitcoin holds $78,000 as hawkish Fed bets blunt August momentum
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Bitcoin held above roughly $78,000 after August's 24% rally, but traders are increasingly focused on rising Treasury yields and renewed September hike odds. CoinDesk said repeated rejection near $82,000 is leaving BTC range-bound just as macro conditions turn less friendly.
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Strategy spends $635 million defending STRC as treasury financing reprices
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Strategy has spent $635.2 million repurchasing STRC, yet the perpetual preferred still trades below its $100 par value while Strive's rival SATA has held near par with a richer dividend. The gap suggests investors are becoming more selective about how bitcoin treasury companies fund accumulation and what yield they demand for that leverage.
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≡
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COMMENTARY
VOICE FROM THE NETWORK
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Big Week Ahead For Crypto Holders 🚨
▫️ 31st August: US market opens after US and Iran launch strikes
▫️ 1st September: ISM Manufacturing PMI, JOLTs Job Openings
▫️ 2nd September: ADP Employment Change
▫️ 3rd September: Initial jobless claims, ISM Services PMI
▫️ 4th September: Unemployment rate, Non-Farm Payrolls
This week's data is primarily focused on the job market, which is very crucial for the Fed's interest rate decision.
If the job market gets better, rate hike odds will go up.
If the job market gets worse, rate pause odds will go up.
32 reposts 54 replies 425 likes
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Institutions are aggressively selling Bitcoin now.
The Coinbase Premium is crashing deeper into negative territory as BTC struggles to recover. https://t.co/hhl9FXvM81
54 reposts 103 replies 650 likes
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🇪🇺🇮🇪 JUST IN: The EU is recommending member states EXCLUDE crypto from tax-advantaged savings accounts.
Ireland is following the guidance, labeling crypto "highly complex and risky" while allowing stocks, bonds and ETFs including crypto ETFs.
That means your Bitcoin ETF gets tax benefits, but holding actual Bitcoin does not.
63 reposts 58 replies 490 likes
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There’s been no increase in selling from long-term holders. It looks like they want higher bitcoin prices. $BTC https://t.co/csSm4TwLTF
23 reposts 13 replies 226 likes
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Even though we saw a slight increase in sales via profit-taking, mostly from STHs, there wasn’t a strong increase in UTXO spending.
This means that on-chain, investors remained relatively calm, not creating large BTC movements that would destroy numerous UTXOs.
Quite often, when many UTXOs are destroyed, this is accompanied by increased selling pressure.
So we’re at an early equilibrium between the beginning of a renewal in demand and constant but not excessive selling pressure.
0 reposts 3 replies 11 likes
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BREAKING: 🇷🇺 Russia’s own version of the Crypto Clarity Act, “Digital Currencies and Digital Rights,” will take effect today.
1. Retail investors can buy up to ₽300,000 ($3,700) of crypto per year through each intermediary after passing a test.
2. Bitcoin, Ethereum and USDT are the only cryptocurrencies retail investors can buy. Qualified investors face no cap.
3. Crypto exchanges must register with the Bank of Russia.
4. Companies can use crypto for cross-border payments without limits.
5. P2P remains legal but will face tighter controls, with stronger AML checks and increased bank monitoring of crypto transactions.
214 reposts 95 replies 1.4K likes
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