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Bitcoin
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Affairs
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No. 116 · 20 Sept 2026
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MARKET SNAPSHOT
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BTC / USD
$80,578
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24H CHANGE
-0.8%
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ALL-TIME HIGH
$124,749
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FROM ATH
-35.4%
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Fed’s latest hike cements higher-for-longer regime that could cap Bitcoin multiples
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AP reports economists increasingly see the post-2008 mix of low rates and low inflation as over after the Federal Reserve’s Sept. 16 rate hike. For Bitcoin, that points to a tougher discount-rate backdrop in which sticky inflation, large deficits and heavy capital spending can keep yields elevated even if crypto sentiment improves.
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| Fed Rates Macro |
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Houthi missile attempt on Riyadh revives oil-risk premium across crypto macro
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Saudi Arabia said it intercepted a Houthi ballistic missile aimed at Riyadh and thwarted attacks on Yanbu and other sites, marking the first strike on the capital since the Iran-war escalation. Any renewed threat to Saudi infrastructure or Red Sea logistics can quickly feed back into oil, inflation expectations and Bitcoin-sensitive rate pricing.
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| Geopolitics Macro |
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≡
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COMMENTARY
VOICE FROM THE NETWORK
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𝘐𝘯 𝘮𝘢𝘬𝘪𝘯𝘨 𝘢𝘯 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘥𝘦𝘤𝘪𝘴𝘪𝘰𝘯, 𝘪𝘯𝘷𝘦𝘴𝘵𝘰𝘳𝘴 𝘮𝘶𝘴𝘵 𝘳𝘦𝘭𝘺 𝘰𝘯 𝘵𝘩𝘦𝘪𝘳 𝘰𝘸𝘯 𝘦𝘹𝘢𝘮𝘪𝘯𝘢𝘵𝘪𝘰𝘯 𝘰𝘧 𝘵𝘩𝘦 𝘪𝘴𝘴𝘶𝘦𝘳 𝘢𝘯𝘥 𝘵𝘩𝘦 𝘵𝘦𝘳𝘮𝘴 𝘰𝘧 𝘵𝘩𝘦 𝘰𝘧𝘧𝘦𝘳𝘪𝘯𝘨, 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘩𝘦 𝘮𝘦𝘳𝘪𝘵𝘴 𝘢𝘯𝘥 𝘳𝘪𝘴𝘬𝘴 𝘪𝘯𝘷𝘰𝘭𝘷𝘦𝘥. 𝘋𝘐𝘛 𝘈𝘨𝘛𝘦𝘤𝘩 𝘩𝘢𝘴 𝘧𝘪𝘭𝘦𝘥 𝘢 𝘍𝘰𝘳𝘮 𝘊 𝘸𝘪𝘵𝘩 𝘵𝘩𝘦 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘢𝘯𝘥 𝘌𝘹𝘤𝘩𝘢𝘯𝘨𝘦 𝘊𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯 𝘪𝘯 𝘤𝘰𝘯𝘯𝘦𝘤𝘵𝘪𝘰𝘯 𝘸𝘪𝘵𝘩 𝘪𝘵𝘴 𝘰𝘧𝘧𝘦𝘳𝘪𝘯𝘨, 𝘢 𝘤𝘰𝘱𝘺 𝘰𝘧 𝘸𝘩𝘪𝘤𝘩 𝘮𝘢𝘺 𝘣𝘦 𝘰𝘣𝘵𝘢𝘪𝘯𝘦𝘥 𝘩𝘦𝘳𝘦: https://bit.ly/4bzuWCi
BREAKING: Bitcoin is dumping after rumors suggested the U.S. could intervene militarily in Yemen against the Houthis.
No major news outlet has confirmed this so far. https://t.co/dtPPgajy0o
183 reposts 225 replies 1.8K likes
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All of these massive accounts just tweeting horseshit. CNN never reported this. https://t.co/LpUei8iZSi
93 reposts 35 replies 760 likes
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If Bitcoin drops over the next few weeks, it could become one of the biggest disappointments in the recent history of the crypto market.
Not because I am saying BTC will fall, but because the current level of optimism is enormous. The number of investors positioned for and expecting a strong continuation of the Bull Market appears to exceed many comparable moments from previous cycles.
A significant decline in this environment would be extremely disruptive to investor sentiment.
Markets are often most dangerous when there is too much consensus.
14 reposts 78 replies 345 likes
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A particularly intriguing trend line emerges when we compare Bitcoin’s Market Cap to Global M2 in USD.
The red line marked zones of euphoria in 2017, 2021, and 2025. In each of these cycles, the ratio encountered resistance near this trend line and failed to break above it sustainably.
Today, Bitcoin’s Market Cap represents approximately 1.21% of Global M2. Since 2024, levels near this region have also acted as intermediate resistance zones, highlighted by the yellow arrows on the chart.
Custom charts like this can be easily created in the Alphractal Workbench, combining different metrics and exploring new relationships across a wide range of data.
6 reposts 2 replies 49 likes
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$BTC long-term holders spent most of this year selling at a loss. that has now been slowly flipping back to profit.
typical of past cycles on the way out of the bear, yet well before anything that felt like a bull. https://t.co/fuqkDwE6Ft
28 reposts 33 replies 244 likes
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