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Bitcoin
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Affairs
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No. 102 ยท 6 Sept 2026
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In partnership with
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MARKET SNAPSHOT
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BTC / USD
$79,610
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24H CHANGE
-0.3%
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ALL-TIME HIGH
$124,749
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FROM ATH
-36.2%
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Hormuz tensions intensify after fresh U.S.-Iran maritime strikes jolt oil markets
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Iran said on Sept. 6 it struck an unmanned U.S. vessel in the Strait of Hormuz, a claim the Pentagon denied, one day after Washington said it hit three Iranian oil tankers in response to missile fire at Navy ships. The renewed exchange keeps roughly 9 million barrels a day of Hormuz traffic under the market microscope and sustains energy-driven inflation risk for bitcoinโs macro backdrop.
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| Geopolitics Macro |
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Strong U.S. jobs data revives Fed hike fears and knocks bitcoin lower
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Bitcoin slipped back below $80,000 on Sept. 5 as traders digested a stronger-than-expected U.S. payrolls report that lifted the perceived odds of a September Fed hike and pushed yields and the dollar higher. The move reinforced that BTC is still trading as a liquidity-sensitive macro asset, even with institutional ETF demand still positive.
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| Fed Rates Macro |
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U.S. spot bitcoin ETFs stay in inflow mode despite renewed price pressure
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U.S. spot bitcoin ETFs added $174.6 million on Sept. 4, with BlackRockโs IBIT and Fidelityโs FBTC accounting for the full haul, extending the inflow streak to three sessions and taking the total over that stretch to about $1.01 billion. The split between steady fund demand and softer spot prices suggests institutions are still absorbing supply on dips.
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โก
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COMMENTARY
VOICE FROM THE NETWORK
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Blu Dot surpasses 2,000% ROAS with self-serve CTV ads
Home furniture brand Blu Dot blew up on CTV with help from Roku Ads Manager. Hereโs how:
After a test campaign reached 211,000 households and achieved 1,010% ROAS, the brand went all in to promote its annual sales event. It removed age and income constraints to expand reach and shifted budget to custom audiences and retargeting, where intent was strongest.
The results speak for themselves. As Blu Dot increased their investment by 10x, ROAS jumped to 2,308% and more page-view conversions surpassed 50,000.
โFor CTV campaigns, Roku has been a top performer,โ said Claire Folkestad, Paid Media Strategist, Blu Dot. โComping to our other platforms, we have seen really strong ROASโฆ and highly efficient CPMs, lower than any other CTV partner we've worked with.โ
Using Roku Ads Manager, the campaign moved from a pilot to a permanent performance engine for the brand.
NEW: ๐ฌ๐ง U.K.'s largest investment platform Hargreaves Lansdown is now offering Bitcoin products to 2 million clients! ๐ https://t.co/GgdeHK8vyM
124 reposts 55 replies 842 likes
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US INSTITUTIONS ARE BIDDING THE BITCOIN DIP!
Will they be able to push $BTC over $83,000? https://t.co/zUZpNhHkrP
77 reposts 99 replies 820 likes
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๐ฅ Bitcoin is experiencing its strongest buying pressure since the last bear market.
This is a net buying pressure calculated in dollars and cumulated over 365 days. Itโs the difference between spot buy volume and sell volume across major exchanges.
This figure has now surpassed $83 billion, after being negative until March 2026.
This is a sign that demand has clearly improved recently compared to its cumulative annual average.
A clearly positive trend is now emerging.
That said, itโs worth keeping in mind that spot volumes are not the majority of exchange flows, futures still dominate by far.
But itโs becoming increasingly clear that momentum is turning more and more positive.
1 reposts 3 replies 33 likes
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๐จHUGE: Anonymous traders have bet over $1 MILLION that crypto's biggest regulatory bill will FAIL, days before its make-or-break vote.
The CLARITY Act faces a Senate vote on September 15, but only to start debate, not to pass.
It needs 60 votes to proceed, yet Republicans hold just 53, so at least 7 Democrats must cross over.
Two anonymous Polymarket whales just bet roughly $1.5 MILLION against it, with passage odds now around 15%, down from 82% in February.
Traders expect the Senate to hold a vote, but they don't expect it to become law.
If it fails, the bill is likely dead until after the midterms.
85 reposts 73 replies 696 likes
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Bitcoin and gold are increasingly moving together:
The 90-day correlation between Bitcoin and gold prices is up to +0.50, almost matching the all-time high set during the 2020 pandemic.
This figure has more than doubled since the start of the year.
By comparison, following the 2022 bear market recovery, the 90-day correlation rose to +0.30.
The recent surge accelerated following the US Treasury announcement on August 19th that it would at least double its buybacks of long-dated government debt, from $2 billion to $4 billion per operation.
Meanwhile, the 90-day correlation between Bitcoin and the Nasdaq 100 is down to ~0.30, a 1-year low.
Investors are increasingly turning to both gold and Bitcoin as hedges against currency debasement.
280 reposts 130 replies 2.2K likes
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๐จBREAKING: The US Treasury could buy back over $34 BILLION of its own debt in September alone.
Next week alone carries up to $14.5 BILLION in capacity, with the program doubling in size on September 9.
The 30-year yield sits near a 20-year high, with the government now spending over $1 TRILLION a year just on interest.
Treasury Secretary Bessent insists the goal is liquidity, not controlling yields, saying "I have not bought anything yet."
The last time the buyback program expanded, Bitcoin surged 22% in a single week.
175 reposts 52 replies 899 likes
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