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Bitcoin
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Affairs
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No. 123 ยท 27 Sept 2026
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In partnership with
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MARKET SNAPSHOT
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BTC / USD
$84,476
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24H CHANGE
+0.6%
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ALL-TIME HIGH
$124,749
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FROM ATH
-32.3%
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Can your champion sell internally without you? Because that's exactly what they have to do. Give buyers one workspace to evaluate, so your champion wins every meeting you're not a part of. Build Your First Aligned Room.
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Payrolls and PCE loom after Treasury yields break above 5% threshold
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With the 10-year Treasury yield back above 5% and long-dated yields near multi-decade highs, investors are heading into next week focused on U.S. payrolls and the Fedโs preferred PCE inflation gauge. Strong readings would reinforce rate-hike expectations and tighten liquidity conditions that matter for Bitcoin and other risk assets.
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| Fed Rates Macro |
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Saylor urges digital asset rights framework instead of restrictive rulebook
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Michael Saylor argued that digital assets need a bill of digital rights covering issuance, custody, transfer and use, while also calling for digital dollars to compete on yield and speed. The essay will not change policy by itself, but it shows how major Bitcoin corporates are trying to shape the next phase of U.S. crypto regulation.
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| Regulation Macro |
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โก
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COMMENTARY
VOICE FROM THE NETWORK
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Stop losing deals in between meetings.
Aligned is changing how B2B teams run their most important deals.
Most reps guess where a deal really stands. They forecast on a gut feeling and the buyerโs word vs what's actually happening. Then they realize the deal slipped through only after it's too late. Aligned surfaces what buyers are actually doing inside every deal: the risks, the openings, and the exact next step to keep things moving.
๐จ NEXT WEEK COULD COMPLETELY CHANGE THE FEDโS OCTOBER RATE DECISION.
MONDAY: U.S. markets reopen with the Iran conflict and uncertainty over a possible deal still hanging over oil and inflation.
TUESDAY: August JOLTS job openings drop, giving the Fed a fresh look at whether the labor market is weakening or getting better.
WEDNESDAY: August PCE inflation and the final Q2 GDP estimate are released together.
The Fed gets fresh inflation and growth data at the same time.
THURSDAY: September ISM Manufacturing PMI drops.
August was 54.6, and a higher reading means economic activity is rising.
FRIDAY: September jobs data lands, including the unemployment rate, another major piece of the Fedโs labor market picture.
Inflation, GDP, jobs, and manufacturing data will drop in the same week.
Any signs of a strong labor market and rising inflation will almost lock another 25 bps rate hike in October.
163 reposts 102 replies 1.3K likes
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Bitcoin longs are still being closed aggressively
Look at the blue box๐
Since BTC touched $87K on September 22, traders have been closing long positions nonstop
Thatโs not a one-day event anymore. Itโs been happening for days๐คฏ
Iโve honestly never seen longs exit this consistently while price remains this elevated๐ณ
$BTC $MSTR $ETH
8 reposts 28 replies 111 likes
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A very interesting sentiment divergence is emerging between equities and crypto.
The S&P 500 is trading near all-time highs, yet the Stocks Fear & Greed Index is at 37, still in Fear.
Meanwhile, Bitcoin has only recovered part of its recent decline, but the Crypto Fear & Greed Index is already at 74, in Greed.
So we have almost the opposite setup:
Stocks near record highs, but investors remain cautious.
Crypto still below recent highs, but investors are already showing strong optimism.
Price and sentiment do not always move together.
And when the divergence becomes this wide, it is worth paying attention.
Which market is mispricing risk right now?
7 reposts 13 replies 84 likes
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๐ MARKET: The $BTC ETFs saw $2.39B in net inflows this week.
The highest weekly inflows since October 2025. https://t.co/EGJHmmD1WA
51 reposts 65 replies 412 likes
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๐จBREAKING: Bond yields hit MULTI-YEAR highs across the world this week, with Japan's 10-year yield reaching its highest level since 1996.
Japan's yield hit 3.08% despite the Bank of Japan raising rates to 1.25% this month.
Japanese and US yields eased slightly on Friday, but remain near this week's highs
๐ฏ๐ต Japan: 3.08% โ (highest since 1996)
๐ฌ๐ง UK: 5.36% โ
๐บ๐ธ US: 5.17% โ (hit its highest since 2007 this week)
๐ฉ๐ช Germany: 3.61% โ
๐ซ๐ท France: 4.68% โ
๐ฎ๐น Italy: 4.50% โ
๐ช๐ธ Spain: 4.08% โ
๐จ๐ฆ Canada: 3.93% โ
๐ฎ๐ณ India: 7.12% โ
๐ธ๐ฌ Singapore: 2.49% โ
๐ฒ๐พ Malaysia: 3.98% โ
๐จ๐ณ China: 1.68% โ
35 reposts 34 replies 185 likes
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Once Bitcoin breaks resistance...
$100,000 is next. ๐ https://t.co/G2xApGtLQi
63 reposts 101 replies 770 likes
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