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Bitcoin
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Affairs
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No. 117 · 21 Sept 2026
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In partnership with
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MARKET SNAPSHOT
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BTC / USD
$85,942
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24H CHANGE
+6.6%
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ALL-TIME HIGH
$124,749
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FROM ATH
-31.1%
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U.S.-China preparatory talks put Trump-Xi summit and tariff hopes in focus
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Treasury Secretary Scott Bessent said U.S. and Chinese officials had a successful New York meeting and floated an AI incident notification mechanism ahead of Trump’s talks with Xi. Any sign of progress on trade or broader de-escalation would support global risk appetite heading into a pivotal summit week.
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| Geopolitics Macro |
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Tanker strike in Strait of Hormuz revives oil-shock tail risk
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An unknown projectile struck a tanker entering the Strait of Hormuz, injuring two crew members while the vessel continued to port. Even with oil easing on diplomacy hopes, fresh disruption in the chokepoint keeps the inflation and energy-risk premium that can quickly spill into bitcoin macro.
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| Geopolitics Macro |
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Google and Apple hiring points to deeper stablecoin infrastructure push
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CoinDesk reported that Google Cloud is hiring to help financial institutions tokenize real-world assets in Asia-Pacific, while Apple is recruiting for payment-strategy roles around new financial products and partnerships. The postings do not confirm new crypto products, but they suggest Big Tech still wants a seat in stablecoin and tokenized-deposit infrastructure.
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| On-chain Macro |
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≡
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COMMENTARY
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The first weekly close above the 50SMA since November 2025.
As discussed below, every single time Bitcoin has reclaimed the 50SMA, after HTF oversold conditions, it has marked the beginning of the largest price moves the asset has seen.
Every single time.
Over the 4 previous times this has happened, Bitcoin has also seen almost zero drawdown.
The biggest drawdown we've ever seen was in 2020 at 7%.
1. Cycle bottom signal confirmed
2. Bull market signal confirmed
3. Recapture of 50SMA confirmed
If you are still bearish and expecting new lows, you are extremely far behind.
It's not about being a delusional bull, it's about objectively understanding the data that is in front of you.
The 50SMA reclaim is more than a level. It's what the market says about where it is.
This level does not get reclaimed from an oversold position unless the market is fully ready to expand back towards overbought.
Dips are or buying, and its not the time to hold your bags for a bit.
From here, the process has now begun to eventually push towards the "Cycle Top" signal, of which, we have not had yet.
43 reposts 24 replies 424 likes
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This is very unusual.
Bitcoin is back above $81,000 and ETH has reclaimed $2,600 while "WW3" is trending worldwide.
Russia-Ukraine just saw a massive escalation with a drone attack today.
CNN reports Trump is planning major military ops against Houthis in Yemen.
The US-Iran conflict is still ongoing.
Yet crypto is pumping.
Bitcoin is now up 51.9% against gold since the U.S-Iran war started which shows BTC is officially cementing itself as a new safe-haven asset.
415 reposts 365 replies 4.1K likes
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Several key events next week could impact stocks, crypto, and global markets.
Monday:
• Markets reopen after further escalation in the Middle East and oil supply disruptions.
• 🇺🇸 Chicago Fed President Goolsbee speaks after the first rate hike in over three years.
Tuesday:
• 🇺🇸 Several Fed officials speak on the policy outlook.
Wednesday:
• 🌍 Global Flash PMI data
Thursday:
• 🇺🇸🇨🇳 Trump and Xi meet in Washington.
Friday:
• 🇺🇸 US consumer sentiment data
I will cover the developments that actually matter and break down what they mean for markets.
21 reposts 17 replies 81 likes
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🚨JUST IN: Apple hints at adding stablecoin support, potentially allowing CRYPTO payments via Apple Pay.
Apple posted a job listing requiring stablecoin expertise for payment roles, offering up to $280,000.
This follows Samsung’s plans to introduce the same feature to Samsung Wallet.
Together, Apple and Samsung have more than 3.5 BILLION active devices worldwide.
710 reposts 170 replies 4.2K likes
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🚨 INSIGHT: Bloomberg Intelligence’s Mike McGlone warns crypto faces a “lose-lose” scenario as its strong correlation with stocks and greater volatility leave it vulnerable whether markets rise or fall. https://t.co/J8zVNSBhcj
36 reposts 68 replies 277 likes
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