Bitcoin
Affairs
 
No. 104  ·  8 Sept 2026
 
MARKET SNAPSHOT
BTC / USD
$78,431
  24H CHANGE
-1.5%
 
ALL-TIME HIGH
$124,749
  FROM ATH
-37.1%
NEWS
5 STORIES TODAY
Houthi attacks on Saudi oil sites jolt inflation outlook and risk markets
A wave of Houthi strikes hit Saudi oil facilities and utilities, wounding 73 people and forcing temporary suspensions at some sites. Brent pushed near $100 a barrel, raising the risk that energy-driven inflation keeps global yields elevated and tightens the macro backdrop for Bitcoin.
Geopolitics  Macro  Rates
Bitcoin slips below $79,000 as Fed hike odds climb toward 60%
Bitcoin traded just under $79,000 on Tuesday as Treasury yields stayed firm and markets priced roughly 60% odds of a quarter-point Fed hike next week. With producer prices due Thursday and CPI due Friday, macro data remain the immediate catalyst for Bitcoin’s next move.
Fed  Rates  Macro
Strategy halts bitcoin buying, expands buybacks and keeps 845,050 BTC unchanged
Strategy said it neither bought nor sold bitcoin between Aug. 31 and Sep. 7, leaving holdings unchanged at 845,050 BTC. Instead, it spent $176.3 million repurchasing STRC preferred shares and doubled its digital credit securities repurchase authorization to $2 billion, signaling balance-sheet defense over fresh accumulation.
On-chain  Macro
Bitcoin supply in profit nears historic threshold as volatility stays unusually muted
The Block reported that Glassnode sees long-term holder supply as the strongest driver of Bitcoin’s unusually low one-month realized volatility. Bitfinex analysts said more than 71% of supply is now in profit, nearing a historical threshold that has often marked transitions from bear to bull conditions.
On-chain
Strive adds 1,375 BTC in fresh treasury push ahead of Fed week
Strive disclosed in a Sep. 8 filing that it bought 1,375 bitcoin between Aug. 31 and Sep. 4 at an average price of about $79,281. The purchase lifted its treasury to 24,531 BTC, extending the aggressive public-company accumulation trend even as Fed risk rises into next week.
On-chain  Macro
COMMENTARY
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CoinDesk
@CoinDesk
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UPDATE: Liquid Network's white hat hackers return 3,400 of 4,000 stolen Bitcoin, with 598 bitcoin:native worth $47M still outstanding as @Blockstream continues negotiations and the network remains paused.
 
 
 
8 reposts    20 replies    90 likes
Ted
@TedPillows
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Short-term holders' whale unrealized profits have reached a 10-year high.

Whales are currently sitting on $9,000,000,000 in unrealized profits.

Historically, such huge spikes in unrealized profit have resulted in a local top. https://t.co/SlwlIfZ22Q
 
 
 
 
34 reposts    58 replies    421 likes
Crypto Rover
@cryptorover
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💥BREAKING: Odds of a FED rate hike next week climb to almost 60%.

This is bearish for Bitcoin & risk assets... 🚨 https://t.co/Xcgs9tPdMm
 
 
 
 
51 reposts    88 replies    675 likes
Coin Bureau
@coinbureau
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🚨HUGE: STH Bitcoin whales have NEVER been this profitable in nearly a decade.

Unrealized profits for Short-term Bitcoin holders just hit a record $9.07 BILLION, the highest level since 2016.

That massive paper gain could become a major source of selling pressure if BTC wobbles, as STH whales have historically been among the fastest to take profits, says Cryptoquant analyst.
 
 
 
 
 
 
28 reposts    34 replies    163 likes
Joao Wedson
@joao_wedson
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⚠️Bitcoin has become highly leveraged again!

Not as aggressively as we’ve seen at some points in the past, but enough to suggest that another wave of liquidations could happen soon.

Most of the current positions are Longs!
 
 
 
 
 
1 reposts    5 replies    52 likes
Crypto Banter
@crypto_banter
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🚨STRATEGY BUYS BACK $176M OF STRC, SKIPS BTC!

Strategy added no bitcoin from Aug. 31 to Sept. 6 after last week’s 4,603 bitcoin:native buy.

The filing shows it spent $176.3 million buying back $STRC stock from Aug. 31 to Sept. 7.
 
 
 
 
 
3 reposts    12 replies    33 likes