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Bitcoin
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Affairs
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No. 113 · 17 Sept 2026
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In partnership with
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MARKET SNAPSHOT
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BTC / USD
$76,744
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24H CHANGE
+0.8%
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ALL-TIME HIGH
$124,749
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FROM ATH
-38.5%
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Fed hikes quarter-point, keeping Bitcoin tied to tighter policy through 2027
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The Federal Reserve raised the federal funds target range to 3.75%-4.00%, its first increase since 2023, and said inflation remains elevated even as growth and employment stay firm. Updated projections kept the policy path tighter than many risk assets wanted, preserving a higher-rates backdrop that remains central to Bitcoin pricing.
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| Fed Rates Macro |
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House committee advances bill to formalize U.S. Strategic Bitcoin Reserve
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The House Financial Services Committee advanced legislation to establish a Strategic Bitcoin Reserve and a separate digital-asset stockpile under Treasury. The vote keeps reserve policy moving in Washington even after the Senate blocked the CLARITY Act, leaving Bitcoin with a narrower but still active policy catalyst.
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| Regulation Macro |
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U.S. opens Houthi talks to protect Red Sea shipping and oil
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U.S. diplomats met Houthi representatives in Muscat to preserve the ceasefire and help keep the Bab al-Mandeb Strait open. Any stabilization matters for Bitcoin’s macro tape because Red Sea shipping and Saudi export risks have been feeding directly into oil prices, inflation expectations and bond yields.
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| Geopolitics Macro |
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Glassnode says Bitcoin buyers have gone quiet across major demand channels
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Glassnode said fresh Bitcoin demand has stalled after a 27-day run, with on-chain capital inflows turning negative and ETF flows, stablecoin growth and treasury-company buying all cooling. The report suggests Bitcoin is holding up better than many altcoins, but with thinner support than earlier this month.
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| On-chain ETF Macro |
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≡
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COMMENTARY
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SUMMARY OF FED DECISION (9/16/2026):
1. Fed hikes interest rates by 25 bps for first time since July 2023
2. The decision was made in a 12-0 unanimous vote
3. Fed says the decision will support a "timelier" return to 2% inflation
4. Median Fed forecast shows one more 25 basis point rate hike in 2026
5. Fed says job gains are strong and the unemployment rate has "changed little"
6. "The Committee will deliver price stability," the Fed's statement says
Higher for longer is back.
704 reposts 140 replies 4.8K likes
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Clarity act failed to pass
Rates are hiked.
And still Bitcoin is trading above $76,000 despite the stock market crashing.
Bitcoin looks strong.
83 reposts 133 replies 1.2K likes
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BREAKING: 🇺🇸 US House committee PASSES the Strategic Bitcoin Reserve bill.
The bill would lock government held Bitcoin in a federal reserve for at least 20 years and require regular audits of US Bitcoin holdings. https://t.co/YbiOzeBVfe
597 reposts 115 replies 4.5K likes
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LATEST: The House Financial Services Committee voted 28 to 21 to advance the Strategic Bitcoin Reserve bill, the first such bill to clear a full House committee.
It still needs a full House vote, Senate passage and a presidential signature to become law. https://t.co/Hf341nNrBJ
45 reposts 49 replies 267 likes
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🚨BREAKING: The U.S. House’s tax committee, Ways and Means, has ADVANCED a bipartisan crypto TAX BILL in a 38–5 vote.
The Digital Asset Tax Certainty Act would clarify crypto tax treatment, ease burdens on small transactions and extend existing financial tax rules to digital assets.
The bill sets a $10 small-transactions threshold and provides specific tax treatment for qualifying dollar stablecoins and small network and transaction fees.
It also addresses mining, staking and wash sale rules. The tax bill still needs approval from the full House.
198 reposts 126 replies 906 likes
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The CLARITY Act is NOT the only path to crypto clarity.
Bernstein expects “aggressive and swift” rulemaking from the SEC and CFTC after the Senate failed to advance the bill.
Analysts expect the agencies to move on:
• Clearer rules for crypto fundraising.
• Protections for DeFi and self-custody developers.
• Exemptions for tokenized stocks.
• Faster approvals for real-world asset perpetual futures.
Bernstein sees another vote as UNLIKELY, citing limited time and unresolved ethics concerns.
Agency rules could provide clarity, but legislation would offer stronger protection against future policy reversals.
93 reposts 42 replies 491 likes
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