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Bitcoin
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Affairs
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No. 114 ยท 18 Sept 2026
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In partnership with
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MARKET SNAPSHOT
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BTC / USD
$80,216
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24H CHANGE
+4.5%
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ALL-TIME HIGH
$124,749
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FROM ATH
-35.7%
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Bank of Japan raises rates again and keeps tightening bias intact
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The Bank of Japan raised its money market operations target to around 1.25% in a 7-2 vote, with the new setting taking effect on September 24. The BOJ said underlying inflation is approaching 2%, flagged Middle East oil, AI-driven demand and yen weakness as upside risks, and signaled it will continue raising rates as conditions warrant.
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| Rates Macro |
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Iran claims fresh Hormuz tanker strike as shipping risks hit oil routes
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Iran said it struck a Togo-flagged tanker trying to transit the Strait of Hormuz, while a U.K. maritime agency also reported a vessel was hit by a projectile and briefly caught fire. The incident keeps one of the world's key energy chokepoints under pressure, sustaining oil and inflation risk for Bitcoin's macro backdrop.
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| Geopolitics Macro |
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Houthi advance in Yemen deepens threats to Saudi oil export flows
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AP reported the Houthis are pushing toward Yemen's oil-rich east after seizing a Red Sea city and strategic islands, while attacks on Saudi facilities and tankers have already rattled markets. The widening front broadens pressure on regional energy infrastructure beyond Hormuz and reinforces the oil shock feeding global rate fears.
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| Geopolitics Macro |
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Treasury yields near 5% keep pressure on risk assets and bitcoin
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The U.S. 10-year Treasury yield climbed back to 4.98% on Friday after topping 5% earlier in the week, while oil prices stayed volatile and stocks traded mixed. Elevated yields and energy-driven inflation risk continue to tighten financial conditions for risk assets even as bitcoin steadies.
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Bitcoin ETFs rebound with fresh inflows while ether funds extend withdrawals
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CoinDesk reported U.S. spot bitcoin ETFs took in roughly $159 million on Thursday, even as ether funds lost about $39 million for a third straight session and XRP products also slipped. The split suggests institutional demand is stabilizing around bitcoin first as markets digest tighter policy and easing oil prices.
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| ETF Macro |
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โก
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COMMENTARY
VOICE FROM THE NETWORK
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Every headline satisfies an opinion. Except ours.
Remember when the news was about what happened, not how to feel about it? 1440's Daily Digest is bringing that back. Every morning, they sift through 100+ sources to deliver a concise, unbiased briefing โ no pundits, no paywalls, no politics. Just the facts, all in five minutes. For free.
Wall Street is MORE bearish on Bitcoin than gold right now.
JPMorgan says that's exactly why Bitcoin has more upside, with gold ETFs recovering ALL their 2026 outflows while Bitcoin ETFs have recovered only HALF.
BlackRock's IBIT has short interest near its highest level of the year while gold's GLD sits below its historical average.
If this hedging unwinds, Bitcoin could get MORE support than gold because there are simply more shorts to cover, per JPMorgan.
58 reposts 52 replies 367 likes
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HUGE: ๐บ๐ธ Fed will inject $16.5 BILLION into the economy starting today.
Liquidity will hit the market for 3 consecutive weeks, which is good for crypto. https://t.co/PShCRsZWqW
315 reposts 145 replies 2.4K likes
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After two days of the most significant net outflows seen in the past four months, ETFs turned back to buying yesterday.
Total crypto ETF netflows stand at +$119M. Bitcoin captured the bulk of the flows with +$159M. Ethereum, on the other hand, saw $39M in net outflows.
Worth noting: $4.3M in inflows for Hype.
This end of week appears calmer on the ETF front.
2 reposts 3 replies 19 likes
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ICYMI: Listed companies added just 5.9K $BTC over three months, versus 89K in July 2025 alone.
With spot just below their $80.5K average cost basis, corporate buyers face modest unrealized losses while providing little fresh demand.
This week's analysis:
https://t.co/av9yaWA4nd https://t.co/uAA7lqJZes
13 reposts 51 replies 97 likes
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BREAKING: ๐บ๐ธ The CFTC has sent its crypto rules to the White House for review.
Congress failed, but the SEC and CFTC are still delivering pro-crypto regulation. https://t.co/G5XE1sykiH
166 reposts 40 replies 1.1K likes
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XRP Whale Inflows to Binance Reach a Six-Month High
โCumulative inflows over the past 30 days reaching approximately 1.6 billion XRPโthe highest level since last March.โ โ By @ArabxChain https://t.co/udPWHXRUtA
4 reposts 9 replies 40 likes
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