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Bitcoin
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Affairs
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No. 122 · 26 Sept 2026
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MARKET SNAPSHOT
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BTC / USD
$84,115
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24H CHANGE
+0.4%
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ALL-TIME HIGH
$124,749
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FROM ATH
-32.6%
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U.S. spot bitcoin ETFs claw back to positive 2026 net inflows
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U.S.-listed spot bitcoin ETFs have now moved back into positive territory for 2026 after a six-session inflow streak worth $2.84 billion. The turnaround follows a July trough of roughly $5.8 billion in year-to-date outflows and reinforces the view that institutional demand has returned alongside bitcoin’s recovery toward $85,000.
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Iran signals Hormuz reopening path if Washington accepts latest inspection framework
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Iranian President Masoud Pezeshkian said Tehran would abide by a fresh proposal to reopen the Strait of Hormuz and permit nuclear inspectors if Washington accepts the framework. The comments reopened a diplomatic path that could ease energy-supply fears and reduce one of the biggest inflation risks hanging over global markets and bitcoin.
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| Geopolitics Macro |
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Bond volatility jumps to March highs as bitcoin and stocks stay calm
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The Treasury-market MOVE index climbed to its highest level since March even as bitcoin implied volatility and the Cboe VIX stayed near yearly lows. The split suggests rates stress is building in the background, but it has not yet spilled decisively into broader risk assets including bitcoin.
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| Rates Macro |
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≡
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COMMENTARY
VOICE FROM THE NETWORK
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7 Stocks You May Never Need to Sell
Buying a stock is easy. Finding one you may never need to sell is harder.
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BREAKING: President Trump has rejected Iran’s proposal for a 7-day ceasefire and has told aides he expects to begin bombing Iran after the November midterms, per WSJ.
Iran’s proposal would have reopened the Strait of Hormuz and resumed nuclear talks in return for the US lifting its blockade of Iranian ports.
Trump is reportedly skeptical Iran will meet his demands and has told his staff that he sees a renewed bombing campaign as likely.
Today marks day 209 of the Iran War.
1.1K reposts 567 replies 9.4K likes
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I think the weekly Bitcoin close will lay the groundwork for what Q4 will look like.
If Bitcoin accepts above the May high, that will improve the bull case substantially.
Acceptance back below would just look like a massive fakeout before typical Q4 weakness (but not necessarily to a new low).
You don't have to predict what happens, I think reacting is better in this case.
213 reposts 294 replies 4.4K likes
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The global bond market is melting! 🚨
🇺🇸 US 10Y: ~5.2%
🇪🇺 Germany 10Y: ~3.6%
🇯🇵 Japan 10Y: ~3.1%
Governments now have two options:
Cut spending hard, or inflate their way out.
History tells you which one they will choose.
This is why we need Bitcoin:
21 million.
No central bank.
No money printer.
₿ullish! 🧡
38 reposts 10 replies 240 likes
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🚨JUST IN: SEC Commisioner calls to END mass KYC data collection.
Hester Peirce warns existing KYC/AML frameworks create huge databases of sensitive user data, making them prime targets for hacks, phishing and even physical attacks.
She is pushing zero-knowledge proofs as an alternative, allowing users to prove compliance without exposing their personal data.
460 reposts 144 replies 2.5K likes
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The US Dollar has lost -23% of its purchasing power since 2020.
In other words, if your assets are up +30% since 2020, you have effectively just broken even in real terms.
Inflation has now been above the Fed's 2% target for 60-straight months, and the bond market knows this.
Own assets or be left behind.
1.0K reposts 198 replies 6.3K likes
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Bitcoin is currently mirroring the 2022 cycle bottom and pre-bull run price action.
After breaking out of the trendline, Bitcoin entered an accumulation phase and formed a range before breaking out for the next leg up.
We’re seeing a similar setup again. https://t.co/6vAcPwB36V
138 reposts 155 replies 1.0K likes
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