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Bitcoin
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Affairs
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No. 125 Β· 29 Sept 2026
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In partnership with
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MARKET SNAPSHOT
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BTC / USD
$84,201
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24H CHANGE
+0.8%
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ALL-TIME HIGH
$124,749
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FROM ATH
-32.5%
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Fed's Cook warns AI and oil could keep U.S. inflation under pressure
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In a September 28 speech, Fed Governor Lisa Cook said she expects continued inflation pressure from AI investment, higher oil prices and Middle East-linked supply disruptions. She also said the labor market appears strong enough to absorb the September rate hike, keeping the Fedβs hawkish bias alive ahead of this weekβs data.
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| Fed Rates Macro |
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Bitcoin ETFs extend inflow streak as $31 million offsets macro headwinds
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U.S. spot bitcoin ETFs pulled in $31.0 million on September 28, extending their positive run to eight straight trading sessions, with BlackRockβs IBIT adding $54.8 million. CoinDesk reported bitcoin rebounded above $84,000 as Treasury yields steadied, suggesting ETF demand is still cushioning macro pressure.
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| ETF Macro |
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Blockchain.com targets $500 million IPO in fresh test of crypto equity demand
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Blockchain.com is telling prospective investors it wants to raise about $500 million in an IPO this year at a $4 billion to $6 billion valuation, according to Bloomberg. The company had already filed confidentially with the SEC earlier this year, making the deal a notable test of whether the crypto equity issuance window is reopening.
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Lagarde sticks with measured ECB path despite fresh eurozone inflation fears
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Christine Lagarde told European lawmakers on September 28 that energy-driven inflation has not yet produced dangerous second-round effects, so a measured ECB response remains appropriate. Reuters said the remarks came as markets weighed euro-area inflation nearing 4% and the possibility of more rate hikes over the next year.
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β‘
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COMMENTARY
VOICE FROM THE NETWORK
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You Use AI Every Day. Why don't you own any of it?
You probably opened something powered by AI before your first coffee this morning. Millions of people do. Almost none of them own a piece of it.
That's been the catch with the AI boom β the biggest gains went to insiders and venture funds, while the companies actually building the frontier stayed private and out of reach.
That's starting to change. A wave of AI IPOs is forming, and a few are shaping up to be among the most retail-accessible mega-listings in years β the rare chance to get in near the ground floor instead of reading about the gains after the fact.
Our free briefing lays out the timeline, the access window, and the filing risk most investors will miss. No credit card. Sent straight to your inbox.
π¨ LATEST: Short-term holders sent nearly 23,000 $BTC to exchanges at a loss after Bitcoin fell roughly $3,000, compared with 14,300 BTC sent in profit, per CryptoQuant analyst. https://t.co/kEkx8iEmpZ
24 reposts 43 replies 316 likes
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$BTC leverage has been completely flushed out.
Healthy for markets. https://t.co/hkO6Lg1yRw
72 reposts 78 replies 785 likes
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π¨ The last three times bond volatility spiked like this, something broke.
2008: Global Financial Crisis, MOVE Index hit an all-time high near 265
2020: COVID panic, investors rushed into cash
2023: Silicon Valley Bank and several regional banks collapsed
Right now, the MOVE Index just jumped from around 80 to above 104 in two days.
It tracks volatility in US Treasury yields, and this is the sharpest move it's made in months.
Treasuries are supposed to be the calmest market in the world. When volatility spikes this fast, it means that calm is breaking down.
This one is different because it's not driven by panic.
Higher oil prices, strong growth data, and rising Fed rate hike expectations are pushing yields up together, and US10Y, US20Y, and US30Y are all sitting at multi decade highs at the same time.
Treasuries sit underneath almost everything in the financial system.
Mortgage rates, corporate borrowing costs, and government debt are all priced off these yields.
So when the Treasury market gets unstable, the stress doesn't stay in bonds only.
128 reposts 53 replies 663 likes
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BREAKING: πΊπΈ President Trump is ready to ease sanctions and unfreeze assets if Iran agrees to nuclear demands.
Oil dropped -4% in 30 minutes on the news and Bitcoin is also recovering a bit. https://t.co/SLmQ5hkfEE
338 reposts 165 replies 3.8K likes
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πΊπΈHUGE: The CFTC has OFFICIALLY approved Coinbase's own clearinghouse, built for USDC collateral and 24/7 settlement.
Coinbase Clearing is now registered to clear fully collateralized futures, options on futures and swaps, per the CFTC's order.
Coinbase says clearing these contracts directly should speed up development of new regulated products.
It calls Coinbase Clearing the first USDC-native clearinghouse, though it will still use outside partners for some products, including its planned single-stock perps.
222 reposts 56 replies 1.2K likes
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bitcoin:native has stalled under its heaviest supply cluster.
More long-term holder coins sit at $84kβ$85k than at any other price on the chart.
Price needs to break through and hold above this level for the rally to continue. https://t.co/9lPrDhs4P4
32 reposts 47 replies 379 likes
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