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Bitcoin
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Affairs
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No. 101 · 5 Sept 2026
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MARKET SNAPSHOT
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BTC / USD
$79,737
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24H CHANGE
+0.1%
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ALL-TIME HIGH
$124,749
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FROM ATH
-36.1%
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Norway wealth fund’s proposed Treasury cut sharpens pressure on global bond markets
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Norges Bank Investment Management proposed cutting government bonds to 50% of its benchmark from 70%, a move Reuters calculated would trim roughly $80 billion from U.S. Treasury holdings if adopted. For Bitcoin, the story matters less as an immediate flow event than as another sign that sovereign debt markets remain under pressure and long-end yields may stay volatile.
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| Rates Macro |
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Crypto issuers press SEC to speed ETF reviews and allow secret drafts
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Grayscale, 21Shares and other market participants asked the SEC to streamline its handling of novel exchange-traded products, including allowing confidential draft filings and more predictable launch timing. That would not change demand overnight, but it could accelerate the next wave of Bitcoin and broader crypto ETP launches in the U.S.
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| ETF Regulation |
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IMF says El Salvador’s recent bitcoin buildup came from private donations
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The IMF said Bitcoin added to El Salvador’s official holdings since June 2025 was sourced from private donations rather than public funds, and said no further accumulation beyond documented donations is expected. That clarification narrows a longstanding question around whether the government was quietly expanding sovereign BTC exposure while under IMF oversight.
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| Regulation Macro |
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Sheriffs drop opposition to CLARITY Act, easing one crypto bill obstacle
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The National Sheriffs’ Association shifted its position on the Digital Asset Market Clarity Act from opposition to neutral, removing one of the bill’s more visible law-enforcement critics. It does not ensure passage, but it slightly reduces headline resistance around U.S. crypto market-structure legislation.
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| Regulation |
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≡
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COMMENTARY
VOICE FROM THE NETWORK
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When a crypto exchange goes bankrupt today, customers are forced to get in line behind lawyers and creditors with low priority in hopes of maybe recouping a fraction of their assets. The Clarity Act ensures consumers’ assets are protected just like they would be with traditional finance. By making digital commodities customer property, my bill ensures people get their funds back first.
1.1K reposts 272 replies 8.0K likes
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🇺🇸 BREAKING: House cancels TWO WEEKS of September session putting the CLARITY Act at risk of a post-election vote.
House Republicans canceled voting sessions for the weeks of Sept. 21 and Sept. 28, leaving the chamber with only one more week of voting before heading home ahead of the November midterms.
The Senate is expected to begin work on the CLARITY Act around Sept. 15, but any Senate amendments would require the bill to return to the House before reaching Trump’s desk.
The crypto market structure bill could now be pushed into the post-election lame-duck session.
262 reposts 179 replies 1.4K likes
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Debasement drives everything. Nothing stops it until AI and robots replace population growth.
Nasdaq has beaten the debasement rate by roughly 12% a year... a great asset to own, because tomorrow is always more digital than today.
Bitcoin has beaten it by 89% a year.
That's why crypto is the super massive black hole of asset allocation. It becomes the most powerful asset we've ever had. The greatest performing asset of all time.
This is the crux of my Everything Code framework... why debt forces central banks to debase, why markets endlessly go higher, and why only tech and crypto beat it.
80 reposts 49 replies 582 likes
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🗞️ OG Bitcoin Holders Are on the Move
OG activity has intensified during this consolidation phase.
The 90-day moving average of spent UTXOs (STXO) from holders who have held BTC for more than 5 years just climbed to 1,500 BTC.
As a reminder, a UTXO (Unspent Transaction Output) is the mechanism that ensures a BTC hasn’t been spent multiple times on the blockchain, recording several pieces of information such as creation date, purchase price, amount, addresses, etc.
This increase means that over the past 3 months, this particular cohort has been moving more BTC.
In May, OGs had spent on average half as much BTC through their UTXOs.
This consolidation period seems to have introduced some doubt across nearly every type of investor, even the most seasoned ones like the OGs.
That said, these movements certainly weren’t all sales. It’s possible that some of these investors moved their BTC to secure it, for instance because of the Cold Card episode.
2 reposts 2 replies 26 likes
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JUST IN: On-chain analysis of Bitcoin holders currently suggests today "is similar to the 2023 breakout that sent bitcoin from $20k to $125k", Unchained Capital reports. 👀
"For the first time since the ATH, short-term holders have positions that are meaningfully in profit" 🚀 https://t.co/56cU0wE05f
213 reposts 72 replies 1.4K likes
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Two days ago, we received an update from our shipping provider, ShipMonk. We're deeply saddened to share the news that the recent data breach affects more customers than originally thought.
Another 67,000 customers from the US who ordered between November 2019 and August 2021 were affected, with their full details (name, email, phone number, shipping address, order number) exposed.
All affected customers have been emailed directly. If you didn’t receive an email, then you are not affected.
Throughout our entire relationship with ShipMonk, we repeatedly requested and received written assurance confirming the deletion of the data, in line with our contract, data policy, and past communications. We are very disappointed that, despite receiving this confirmation, the data was not deleted in their systems.
Trezor systems were not compromised, and your device is secure. But please be alert for fake emails, phone calls, fraudulent letters, and potential risks to physical security.
NEVER share your wallet backup with anyone or type it into a website.
We’re terribly sorry to everyone affected. We take this matter very seriously and are working to ship anonymous delivery ASAP, so you can protect your personal information when placing an order.
For more information, visit our blog: https://t.co/3KnO4LyBKb
504 reposts 544 replies 2.5K likes
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