The data leak highlights vulnerabilities in third-party partnerships, increasing risks of social engineering and necessitating enhanced security measures.

The post Trezor faces data exposure as 67,000 more customers’ information leaks through shipping partner appeared first on Crypto Briefing.

Increased rate-hike odds could tighten financial conditions, impacting investment strategies and potentially slowing economic growth momentum.

The post Bitcoin slides below $80K as blockbuster jobs report raises Fed rate-hike odds appeared first on Crypto Briefing.

Japan's AI satellite initiative could redefine military decision-making speed, raising critical questions about human oversight in warfare.

The post Japan plans AI-powered satellites for faster military counterstrike decisions appeared first on Crypto Briefing.

Delo's significant financial backing of Reform UK highlights the growing influence of crypto wealth in shaping political landscapes.

The post Ben Delo donates £4M to Farage’s Reform UK, bringing his total to £8M appeared first on Crypto Briefing.

The NFL's stance could reshape prediction markets, emphasizing integrity and potentially limiting speculative trading on sensitive sports events.

The post NFL warns prediction markets to remove objectionable contracts ahead of 2026 season appeared first on Crypto Briefing.

Bitcoin Magazine

Bitcoin Bear Market May Not Yet Be Over, Says Fidelity 

Bitcoin may be rallying but that doesn’t mean the bear market is over. Not yet, anyway. 

A new report from asset manager Fidelity said that while bitcoin was behaving like it did in previous cycles, it could still hit a bottom in November. 

Bitcoin started rallying in mid-August after the U.S. Treasury Department said it would more than double the size of its government debt repurchases. The asset’s price recently stood at close to $81,639, up nearly 30% over a 30-day period. 

Some have since argued that bitcoin is out of its bear market. The coin touched a record high in October last year, hitting $126,080. 

“Given bitcoin’s recent performance, the bottom could already have occurred in July,” Chris Kuiper, Vice President of Research at Fidelity Digital Assets, wrote. 

“It could also drop again to make another new low in November or later,” he continued, adding that bitcoin cycles have historically not been precisely four years long, so they “aren’t reliable for timing the market.” 

Throughout most of June and July, bitcoin’s volatility was particularly muted, and the coin traded below $65,000. 

But that all changed in August after the Treasury Department’s announcement, which has since brought the so-called debasement trade back in the picture again. 

To get an idea of where bitcoin moves next, Kuiper argued that investors should pay attention to what happens with the crypto Clarity Act. Proponents argue it could provide “greater regulatory certainty and support continued innovation in the U.S. digital asset ecosystem,” he wrote. 

President Donald Trump in August urged lawmakers to get the long-awaited crypto market structure bill over the line, helping spur bitcoin’s run. The president called the draft “very, very powerful” after meeting with crypto industry bigwigs at the White House. 

The digital asset industry has long called for clear rules on how regulators should treat bitcoin, stablecoins and other cryptocurrencies. 

Lawmakers will vote on the bill this month. 

This post Bitcoin Bear Market May Not Yet Be Over, Says Fidelity  first appeared on Bitcoin Magazine and is written by Mathew Di Salvo.

Bitcoin Magazine

Bitcoin-Gold Correlation Hits Six-Year High as Debasement Fears Mount

Bitcoin’s correlation with gold is at its highest in six years as investors increasingly look for ways to hedge against currency debasement. 

That’s according to a new report from Bitwise, which this week pointed out that the precious metal and leading cryptocurrency are trading in lockstep because the U.S. government has “materially intervened in the macro picture.” 

Bitcoin started surging last month, after the U.S. Treasury Department said it would more than double the size of its government debt repurchases. The coin had its best run in three years and third best August ever. 

“The last time the bitcoin-gold correlation was that high was in 2020, following the rounds of fiscal and monetary stimulus during the Covid crisis,” Bitwise’s European Head of Research, André Dragosch, wrote. 

He added that bitcoin’s correlation with the stock market dropped to a one-year low, “implying some kind of decoupling between hard assets and the stock market.”

Bitcoin has been pushed as “digital gold” for years but has sometimes traded with tech stocks as a “risk-on” asset. 

But the so-called debasement trade — when investors buy an asset as a way to hedge against a currency losing value — was a much-talked about investment strategy last year and appears to be back. 

The reason is down to the government intervening in markets, Dragosch argued. When the Treasury said it would try to rein in long-term borrowing costs, the dollar’s value slid and sent investors flooding back to gold — and bitcoin. 

The Treasury the same week also said the U.S. public debt exceeded $40 trillion for the first time. Excessive debt also undermines confidence in the dollar. 

“Investors are no longer asking whether to hedge currency debasement with gold or bitcoin. They’re simply hedging with both,” the report added. 

“Bitcoin spent its first fifteen years being priced as a risk asset. If this correlation trend with gold holds, the next fifteen may look very different.”

The leading cryptocurrency again rallied this week, and was recently trading for close to $81,438 after jumping nearly 6% over a 24-hour period. 

This post Bitcoin-Gold Correlation Hits Six-Year High as Debasement Fears Mount first appeared on Bitcoin Magazine and is written by Mathew Di Salvo.

Bitcoin Magazine

French Hill Eyes Bipartisan Path for Clarity Act Ahead of September Vote

U.S. congressman French Hill expressed the importance of bipartisan support to get the long-awaited crypto market structure bill, the Clarity Act, over the line before the midterms. 

The lawmaker told Fox Business Thursday that Democrats and Republicans have come to “narrow their differences in getting the bill drafted. 

Pro-crypto lawmakers were hoping the Clarity Act passed before Congress departed for August recess. After a delay, a vote will now go ahead on September 15. 

“Can Democrats work with Republicans and make sure America leads the world in distributed ledger technology and financial services?” Hill said. 

“This one remaining significant issue is the ethics provision, and that is best solved by passing the legislation because everybody — no matter what family they belong to, the Trumps or not — would then be under a regulatory framework fully scrutinized by the United States government in commodity and securities and banking regulators,” he added. 

The Clarity Act was first introduced by Hill, the House Financial Services Chairman, last year. 

Crypto companies have long called for clear regulations for the industry. The Clarity Act drafts a framework to formally divide oversight between regulators, distinguishing which digital assets are securities, commodities or stablecoins. 

The House of Representatives passed the bill last July but it has been stalled this year, mostly because the banking lobby clashed with crypto companies over paying customers stablecoin yield. 

A new draft tackling the issue of ethics started circulating in July. It bans government officials from promoting or making money from crypto — something Democrats have criticized the Trump family for doing. 

A group of Democrats said the bill fell short and wanted amendments. Some were accused of deliberately holding it back by Republicans like Cynthia Lummis. 

Some have praised the bipartisan work that has already gone into the bill, namely Coinbase, America’s biggest crypto exchange. The company’s Chief Policy Officer, Faryar Shirzad, said in July that while some Democratic lawmakers were holding back the long-awaited legislation, younger Democrats wanted to pass it. 

President Donald Trump in August said that in order for the U.S. to remain the “undisputed leader in Bitcoin and crypto,” lawmakers had to pass the “very, very powerful legislation.” 

This post French Hill Eyes Bipartisan Path for Clarity Act Ahead of September Vote first appeared on Bitcoin Magazine and is written by Mathew Di Salvo.

Bitcoin Magazine

Kraken and SoFi Link Crypto Trading To Banking Rails

Payward, the parent company of crypto exchange Kraken, and fintech company SoFi Technologies on Thursday announced a deal to route SoFi customers’ crypto orders through Kraken’s institutional trading platform and list SoFi’s stablecoin on the exchange.

Under the agreement, SoFi will send its digital asset order flow to Kraken Prime, Kraken’s prime brokerage arm, which launched in 2025. 

Rather than filling trades against a single order book, Kraken Prime uses smart order routing to compare prices and depth across multiple venues and execute where the fill is best. SoFi said customers will see no change to the app itself.

Payward is also joining the SoFi Exchange Network, the bank’s real-time settlement system, and will list SoFiUSD — SoFi’s bank-issued stablecoin — on Kraken. 

Kraken Prime’s institutional and business clients will in turn gain access to SoFi’s business banking services and round-the-clock fiat settlement. The companies said qualified custody services would follow later.

SoFi holds a national bank charter and has 15.8 million members. The partnership is the latest in a series of tie-ups between Kraken and established financial firms, following arrangements with Deutsche Börse on foreign exchange and derivatives infrastructure, Nasdaq on a tokenized equities gateway, and Franklin Templeton on tokenizing exchange-traded funds.

The news comes after SoFi, a purely digital lender, last year became the first nationally chartered bank in the United States to launch crypto services for retail customers.

The company’s new SoFi crypto platform allows members to buy, sell and hold bitcoin directly within their bank accounts.

Kraken — like other crypto exchanges — is pushing into the traditional finance world, allowing users to trade stocks, bonds and other assets. The company has sold its app as a “primary account for everything.”

This post Kraken and SoFi Link Crypto Trading To Banking Rails first appeared on Bitcoin Magazine and is written by Mathew Di Salvo.

Bitcoin Magazine

Bitcoin Rallies Over $81,000 — And Brings BTC-Related Stocks With It

Bitcoin surged on Thursday — but industry-related stocks rose even quicker as a rally that started weeks ago again picked up steam. 

The price of the biggest cryptocurrency hit as high as $81,282 on Thursday morning in New York, a nearly 3% increase over a 24-hour period. 

Over the past 30 days, the bitcoin price has surged over 23% following both positive regulatory news and announcements from the U.S. Treasury Department regarding debt buybacks. 

But other major crypto company stocks rose quicker. Bitcoin treasury Strategy (NASDAQ: MSTR) was trading more than 13% higher on Thursday. The company on Monday resumed bitcoin buys after a 10-week pause to reshuffle its cash balance sheet. 

America’s biggest crypto exchange, Coinbase, also saw its stock shoot up. Nasdaq-listed COIN was trading 11% higher in the same time period. 

Elsewhere, bitcoin mining companies had a boost too. Top public companies in the space — including the Nasdaq-listed HIVE Digital, MARA, and CleanSpark — all were up on Thursday. 

HIVE Digital led the pack with a 13% jump, while MARA Holdings was up more than 10% on the day. 

Clean energy bitcoin miner CleanSpark jumped by 9%; IREN, which is slowly phasing out its mining operations to focus on AI-compute, was up by 4%. 

Bitcoin had a phenomenal run in August — its third best such month in its history — after the U.S. Treasury Department said it would more than double the size of its government debt repurchases.

The announcement, aimed to tame surging yields not seen in nearly 20 years, hurt the dollar but has benefited non-yielding assets like bitcoin and gold. 

Soon after, President Donald Trump urged lawmakers to get the long-awaited crypto Clarity Act over the line — digital asset legislation the industry has long called for. 

Investors rushed back into bitcoin exchange-traded funds as a result, throwing over $2.8 billion at the vehicles — the most since October, when the coin hit a new all-time high. 

Bitcoin had spent a lot of the year trading below $80,000 per coin, with June and July mostly below $65,000. The coin hit a new record of $126,080 in October. It is now nearly 40% below that number. 

This post Bitcoin Rallies Over $81,000 — And Brings BTC-Related Stocks With It first appeared on Bitcoin Magazine and is written by Mathew Di Salvo.

B.AI, a next-generation AI infrastructure platform, recently set off a developer frenzy by offering free access to top-tier models. Within days, daily token throughput across the platform crossed 1.33 trillion—a historic milestone.

The record-breaking figure underscores the campaign's explosive rollout, but it marks only the first step in B.AI's broader strategic roadmap. Moving beyond traditional compute distribution pipelines, B.AI aims to build the global settlement layer for intelligence: a core infrastructure hub engineered to power cross-node collaboration, orchestration, and value distribution for AI agents across complex business workflows.

Positioning itself strategically above all models, below all agents, B.AI deeply integrates a diverse range of top-tier models with full-stack components, laying an unshakable, irreplaceable foundation for the mass adoption of autonomous agents and the productivity boom that follows.

Daily Token Throughput Tops 1.33 Trillion: B.AI's Free Access Rollout Fuels Usage Boom

B.AI's recent move to open free access to premium AI models has captivated developers and quickly taken over industry conversations. The push for accessible compute has not only fueled a surge in platform activity but also shattered usage records.

In a matter of days, soaring API demand pushed the platform's daily token throughput past a staggering 1.33 trillion. Over a 15-day window, cumulative volume reached 8.19 trillion tokens, drawing in more than 220,000 new API users. As of September 3, B.AI's total user base had officially surpassed 2.3 million.

That massive adoption traces directly to the platform's zero-cost model lineup, a strategic rollout built to erase developers' cost concerns. With every barrier removed, B.AI now offers unlimited free access to six leading frontier models: DeepSeek-V4-Flash, DeepSeek-V4-Flash-Vision-Exp, Tencent Hy3, Xiaomi MiMo-V2.5, GLM-5.3-Flash (Ox Alpha), and Qwen3.8-Flash.

Notably, on September 3, B.AI rolled out a new pricing structure for DeepSeek-V4-Flash and DeepSeek-V4-Flash-Vision-Exp, introducing tiered discounts. Developers now receive a 50% discount during peak hours, with off-peak rates dropping to just 25% of standard peak pricing. At the same time, the platform has kept zero-cost access in place for GLM-5.3-Flash (Ox Alpha), Qwen3.8-Flash, Tencent Hy3, and Xiaomi MiMo-V2.5. Despite the shift toward commercialization, developer momentum hasn't wavered, with platform-wide token throughput continuing its steady climb.

This sustained momentum proves the campaign was far more than a short-term compute giveaway—it is a bellwether for the broader evolution of AI infrastructure. Cracking 1.33 trillion daily tokens makes one thing clear: AI applications are moving past basic chatbots. Powered by a high-performance technical stack and flexible service mechanics, B.AI is laying the groundwork for the next frontier—autonomous AI agents operating at scale.

Powering the “AI Grid”: B.AI Anchors the Global Settlement Layer for the Agent Economy

For B.AI, democratizing compute is only the prelude. Looking further ahead, the platform is committed to building full-stack infrastructure for the agentic era, cementing its position as the global settlement layer for intelligence.

In the agent era, a typical agent task calls for constant switching between models. No single provider can power a complete workflow on its own, so developers are left juggling fragmented API protocols, disjointed billing systems, and conflicting rate limits.

B.AI's settlement layer bridges this exact gap. Positioned strategically “above all models, below all agents,” B.AI abstracts models across different providers, capabilities, and cost structures into a unified pool of schedulable resources.

Powered by a dual-tier API structure offering official-route reliability alongside lowest-cost custom channels, developers can choose between guaranteed direct connections and deeply discounted options across a broad lineup of models. Combined with smart routing on the Chat interface, B.AI operates as a full-stack “AI grid,” ensuring every agent request lands on the optimal model to deliver reliable performance at maximum cost-efficiency.

On the settlement front, this power grid seamlessly bridges both Web2 and Web3 models. For Web2, developers can rely on familiar traditional payment methods to top up with minimal friction. For Web3, B.AI leverages on-chain payment rails to offer global developers decentralized, verifiable, and low-friction payment options.

With dual payment systems running in parallel, B.AI enables developers and agent applications across any infrastructure setup to find their optimal settlement path on the grid, providing single-point integration with borderless global reach.

Driving Core Productivity: B.AI Reshapes Agent Collaboration

Beyond building a foundation for compute routing and global settlement, B.AI is moving past base infrastructure to power real-world productivity. By enabling seamless agent collaboration across complex workflows, it delivers the missing execution layer for the agent economy.

At the heart of this execution layer is native Codex integration. Full compatibility with the Responses API means developers can now use a single B.AI key inside Codex to run flagship GPT models and DeepSeek favorites side by side.

Engineers can now bring these powerhouse models straight into their daily dev stack. From code generation and reasoning to debugging and refactoring, B.AI unifies the entire workflow under one roof—delivering a direct line from model selection to shipped code.

Beyond coding, to keep agents running reliably in real-world production at scale, B.AI has built a full-stack infrastructure powered by five core components, equipping agents with a fine-tuned operational engine:

• x402 Payment Protocol: Introduces an innovative “pay-before-response” model that executes high-frequency, on-chain micro-settlements in the background during cross-agent API calls and compute orchestration.
• 8004 Identity Protocol: Issues verifiable on-chain credentials for every agent, logging execution history and credit scores to establish a reliable layer of trust for cross-node collaboration.
• Skills Matrix: Plug-and-play, standardized building blocks that interface directly with MCP servers to equip agents with instant, modular tool-calling capabilities.
• BAIclaw and BAIcode: Built-in platform assistants engineered for end-to-end execution. BAIclaw manages all-in-one terminal operations and multi-agent workflows, while BAIcode serves as an advanced developer engine that streamlines the full pipeline from task analysis and architecture design to coding and testing.

From the token surge sparked by zero-cost model access to its positioning as the global settlement layer for intelligence; from seamless Codex integration to full-stack infrastructure powered by x402, 8004, Skills, and native assistants—B.AI delivers far more than a battle-tested technical stack; it unveils a clear blueprint for what lies ahead. B.AI is building not just accessible compute today, but the definitive launchpad for a thriving agent economy. The future is here—and this is only the beginning.

B.AI Team
Singapore
support@b.ai

Disclaimer: This was a sponsored post brought to you by B.AI.

The post Cracking 1.33 Trillion Daily Tokens: B.AI Powers the “AI Grid” with Full-Stack Infrastructure to Fuel the Agentic Era appeared first on CryptoSlate.

Bitcoin and Ethereum exchange-traded funds (ETFs) drew nearly $900 million as both cryptocurrencies pushed through closely watched price levels.

CryptoSlate data showed Bitcoin climbing above $81,000 and Ethereum topping $2,500 as fresh capital returned to US spot ETFs. Bitcoin funds attracted $730.8 million, their third-largest daily inflow of 2026, while Ethereum ETFs added another $141.4 million.

The simultaneous move marked a sharp return of institutional demand after several sessions of uneven flows and helped broaden a rally that had initially depended heavily on short sellers being forced out of positions.

BlackRock’s IBIT accounted for roughly $454 million of Bitcoin inflows, or about 62% of the group’s total. ARK 21Shares’ ARKB added $137.7 million, and Fidelity’s FBTC drew $74.4 million.

Ethereum ETF demand was similarly concentrated. BlackRock’s ETHA and Fidelity’s FETH attracted a combined $137.2 million, almost all of the category’s net inflow.

Simon-Peter Massabni, head of business development at XS.com, told CryptoSlate that flows of that size absorbed substantial sell orders and helped lift spot prices despite rising sovereign bond yields in the US and Japan.

Spot ETF demand spills into derivatives

Massabni argued that the stronger spot market quickly spilled into leveraged trading as Bitcoin pushed higher.

According to him, Bitcoin futures open interest climbed above $57 billion, its highest level since May, and more than $260 million of short positions were liquidated during the advance, making it the largest short squeeze since Aug. 21.

Those liquidations added momentum as traders betting against Bitcoin were forced to buy back positions. They also left leverage elevated, increasing the risk that a sudden reversal could trigger another round of forced selling.

However, the ETF flows offer a stronger demand signal than short covering alone, but recent sessions show how quickly institutional positioning can change.

Bitcoin ETFs swung from a $236.5 million outflow on Sept. 1 to a $101.1 million inflow the following day before Thursday’s $730.8 million surge. On the other hand, ETH funds had posted a $48.2 million outflow on Sept. 2, ending a 12-session inflow streak, before reversing sharply.

That leaves Sept. 3 as the strongest evidence yet that fresh capital is joining the rally, but not confirmation of a sustained accumulation cycle.

Continued ETF inflows would give BTC and ETH a deeper pool of spot demand as leverage rebuilds. Another reversal would leave the latest surge looking more like another sharp swing in an increasingly volatile market.

The post Wall Street just poured nearly $900 million into Bitcoin and Ethereum ETFs appeared first on CryptoSlate.

The Mina Mesa upgrade stopped transaction processing for about eight hours on September 3 as the layer-1 blockchain shifted mainnet to its Mesa release. Exchanges suspended MINA transfers, while deployed zkApps now need new verification keys before they can resume proof-authorized activity.

The process split into five hours when blocks continued without transactions and roughly three hours when the network produced no blocks. Mina reached its 10:00 UTC transaction cutoff, and upgraded block producers made empty blocks for 100 slots before block production halted at 15:00 UTC.

The official upgrade runbook now marks those milestones as completed. It also records the Mesa package release at 16:30 UTC and the first Mesa slot at 18:00 UTC as completed. Archive-node and manual node upgrades remained in progress this morning.

Mina instructed exchanges to disable MINA deposits and withdrawals from the 10:00 UTC stop-transaction slot until the Mesa network became operational. The first Mesa slot has since completed, although each exchange controls when its transfer support resumes.

Mina Mesa upgrade cuts slot times

The Mina Mesa upgrade also changes the network’s operating cadence. According to Mina’s feature explainer, the release halves slot time from three minutes to 90 seconds. It temporarily limits zkApp transactions to 12 per block after stress tests found memory spikes when developers tested removing the soft limit.

The harder compatibility requirement falls on deployed zkApps. Mesa changes protocol constants and circuit constraints, so proofs made against pre-upgrade verification keys no longer verify. A zkApp cannot process new proof-authorized transactions until its developer compiles a Mesa-compatible key with o1js 3.0 and updates the key stored on-chain.

This is an on-chain compatibility update, not a permanent failure of the deployed contract. Once the new key is recorded, the zkApp can again submit proof-authorized transactions under Mesa, subject to its restored permission rules.

Mina’s migration path temporarily lets verification-key permissions set to proof or impossible fall back to signature authorization. An access permission set to proof receives the same fallback, but an access permission set to impossible remains locked. After a successful key update, the account’s transaction version advances and its original verification-key permission rules return.

There is no fixed migration deadline: the fallback remains active until a zkApp updates its key. Until then, proof-authorized activity remains paused even though the chain has resumed.

The post Zero-knowledge apps go dark after chain upgrade breaks their underlying verification keys appeared first on CryptoSlate.

ProCap Financial sold Bitcoin to buy back discounted shares, lifting BTC exposure for remaining investors.

The Nasdaq-listed company sold about 50 BTC and repurchased more than 2% of its common stock while shares traded roughly 40% below net asset value, extending a strategy that has now retired about 10% of outstanding shares since its buyback program began.

ProCap reported about 5,305 BTC and 86.8 million shares outstanding as of Sept. 2, down from 5,355 BTC and 88.6 million shares at the end of June.

The Bitcoin balance fell about 0.9% over that period, while the share count declined roughly 2%. That lifted Bitcoin per share by about 1.1%, showing how buying stock below NAV can offset a smaller treasury even as the company sells some of its Bitcoin.

Anthony Pompliano, ProCap’s chairman and chief executive, said the company intends to keep exploiting the gap between its market price and underlying asset value.

“We continue to repurchase shares of $BRR while they trade significantly below NAV,” Pompliano said. “We have now repurchased approximately 10% of shares outstanding since we started the buyback program.”

BRR discount flips the Bitcoin treasury playbook

The strategy reverses the usual approach used by Bitcoin treasury companies, which often issue stock when shares trade at a premium and use the proceeds to accumulate more Bitcoin.

For ProCap, the economics shift when its own stock trades well below the value of the Bitcoin and cash backing each share. At Sept. 2, ProCap calculated NAV at about $3.71 per share, while BRR closed at $2.31, a discount of roughly 38%.

Selling some Bitcoin to retire deeply discounted shares can therefore leave each remaining share representing a larger portion of the company’s treasury.

ProCap used the same approach in June, when it sold about 52 BTC and repurchased two million shares at an estimated 50% discount to NAV.

The company still had $84.4 million remaining under its $100 million buyback authorization at June 30, though further purchases remain discretionary.

Its ability to keep repeating the trade will also depend on liquidity. ProCap reported $15.3 million in cash at June 30, along with $99.6 million of convertible-note principal and a $77.3 million working-capital deficit driven largely by how the notes were classified.

As long as BRR remains deeply discounted, however, ProCap has an unusual incentive: selling Bitcoin may increase the Bitcoin backing each share faster than simply holding every coin.

The post A public company sold Bitcoin and somehow gave each shareholder more BTC exposure appeared first on CryptoSlate.

Bitcoin accelerated above $81,000 on Thursday as easing rate fears and fresh institutional demand lifted the broader crypto market.

On Sept. 3, Federal Reserve Gov. Christopher Waller said he could support keeping interest rates unchanged this month if August inflation continues to cool, helping push the market-implied odds of a September rate increase to roughly 50% from about 65% earlier in the day. Treasury yields declined following the remarks.

This news helped spark a rally across major cryptocurrencies, with Ethereum, XRP and Solana gaining more than 5%, while Zcash and Cardano climbed more than 10%.

Fresh capital starts replacing the short squeeze

Bitcoin’s rally is beginning to draw fresh capital from several parts of the market after its initial advance relied heavily on bearish traders being forced out of positions.

US spot Bitcoin ETFs drew $730.9 million on Thursday, their largest daily inflow since January. BlackRock’s IBIT accounted for roughly $454 million, while products from Fidelity, Grayscale and others also attracted capital.

The inflows provide a stronger source of demand after CryptoQuant found that much of Bitcoin’s earlier push toward $81,000 was driven by shorts being liquidated or closed, with relatively few traders opening new long positions. That left the first phase of the rebound dependent on forced buying that fades as bearish positions are cleared.

The latest market activity suggests that composition is starting to change.

Thursday’s ETF haul followed a strong August in which US Bitcoin funds attracted about $3.5 billion, their best month since September 2025. At the same time, spot trading activity across exchanges has accelerated sharply as Bitcoin recovered toward $80,000.

CryptoQuant data showed daily Bitcoin spot volume rising roughly three to four times from early-August lows. Binance captured the largest increase, while Coinbase and MEXC also recorded stronger activity.

Large holders have also become more active around exchanges. Hourly Bitcoin whale inflows repeatedly exceeded 2,000 BTC, while the average deposit size on Binance climbed from roughly 20 to 30 BTC to more than 50 BTC, with peaks near 75 BTC.

Those transfers point to heavier participation rather than outright accumulation, since coins sent to exchanges can also precede selling.

Combined with stronger ETF subscriptions and rising spot turnover, however, they show that the rally is drawing activity from a broader group of market participants than during its initial short-covering phase.

Notably, this market expansion is also spreading beyond Bitcoin. Seven-day cumulative altcoin deposit transactions increased from roughly 15,000 to 20,000 to around 45,000, suggesting improving sentiment is translating into greater participation across the wider crypto market.

That leaves Bitcoin entering its next test with a broader demand base than it had during the first phase of the rebound.

Options traders stay cautious near Bitcoin’s breakout zone

The stronger spot backdrop is running into a derivatives market clustered around the same price region Bitcoin needs to clear.

About 29,600 Bitcoin options worth $2.39 billion expired Friday, carrying a put-call ratio of 0.65 and a maximum pain level of $73,000. The expiry represented only about 7% of outstanding options, leaving most positioning intact.

Greeks.live said call gamma exposure, previously spread across multiple strikes, has increasingly converged as traders sell calls above $80,000, while put gamma exposure remains minimal. That positioning could create additional friction around heavily populated strikes if option sellers adjust hedges as Bitcoin moves higher.

The concentration sits directly below another major threshold.

Bitcoin reached $81,400 on Aug. 28 before retreating into a roughly $76,000 to $81,000 range. CryptoQuant’s 365-day moving average is near $82,300, a level the firm uses to distinguish stronger long-term bull-market regimes.

Its Bull Score remains at 70 after briefly reaching 80 during the August rally, the highest since October 2025. Readings above 60 have historically coincided with stronger market conditions.

Yet volatility markets are becoming less aggressive as Bitcoin approaches that test.

Monthly realized volatility increased to about 40% this week, while monthly implied volatility declined to roughly 36%. The 15-day volatility risk premium briefly dropped to negative 16% on Thursday before recovering to about negative 6%, well below last month’s peak near 15%.

Bitcoin has therefore been moving more sharply than options prices imply it will move in the coming period.

Headline leverage figures also look less extreme beneath the surface. Bitcoin open interest is approaching $48 billion when measured in dollars, but Alphractal data show the same exposure declining when denominated in BTC. Part of the rise in dollar open interest reflects Bitcoin’s higher price rather than a proportional increase in the amount of exposure traders are taking.

The result is a derivatives market that remains comparatively restrained even as Bitcoin sits beneath a major breakout level.

With call positioning building above $80,000 and implied volatility falling below realized volatility, traders appear to be pricing consolidation rather than an immediate expansion in price swings.

The next move needs buyers to stay

Bitcoin now enters its next attempt at the $80,000 to $83,000 zone with a stronger foundation than it had during the first phase of the rebound.

Short covering can accelerate a rally, but its contribution fades as bearish positions are closed. Sustained advances eventually require investors willing to keep buying at progressively higher prices.

Thursday’s ETF flows suggest that transition may be beginning.

The test is persistence. A single $730.9 million session can strengthen demand without establishing a durable institutional bid, particularly after the funds recorded a $236 million outflow earlier in the week.

Bitcoin must also absorb call positioning above $80,000 and clear the roughly $82,300 long-term threshold while the options market continues to price lower volatility.

Waller’s comments have improved the macro backdrop, but that support remains conditional on incoming inflation data. A stronger-than-expected reading could quickly restore expectations for tighter policy and reverse some of Thursday’s easing in financial conditions.

For now, Bitcoin has gained something its initial rebound lacked: a large fresh injection of spot capital alongside expanding participation across the crypto market.

Whether that becomes a sustained bull-market breakout depends on those buyers returning after the first surge. If ETF demand persists, Bitcoin’s next attempt at $83,000 may also test how long the options market’s subdued volatility expectations can hold.

The post Bitcoin’s rally over $81,000 is finding real buyers, but options traders still aren’t pricing a clean breakout appeared first on CryptoSlate.

The Dow dropped 226 points and Bitcoin erased some of its gains after August payrolls tripled estimates, pushing September rate-hike odds to 58%.

Two April payments supplied three-quarters of the party's donations for the quarter, where the next largest single gift was £180,000.

Bitcoin soared past $81k, HYPE and ZEC hit smashing new ATHs and the onchain rally leveled up. Is this the first stage of the next leg up?

A year ago the fund claimed the total had not moved, and that the reserve was only shuffling coins between government wallets.

Some records exposed in the breach date to 2019, years beyond the 90-day retention Trezor said its partners had agreed to.

Nasdaq micro-cap AIXC dumps its crypto treasury for a robotics pivot, locking in a bruising 50% loss.

Critical security alert issued as XRP Ledger based wallet users get Hit by unauthorized transactions.

Robinhood Chain appears to have suffered a network outage on Sept. 4, temporarily halting new block production.

Key crypto updates for Sep. 4: SEC clears XRP and Solana; a $566M short squeeze hits bears, and Zcash jumps above $1,000 on autonomous AI risks.

Four crypto assets added to Binance's delisting roster with another 14 set to be axed on the Binance Alpha platform.

Key Highlights

• AMC shares surged approximately 7% Friday following CEO Adam Aron’s public confrontation with Robinhood regarding tokenized stock offerings
• The CEO emphasized that these tokens lack registration under U.S. securities regulations and AMC has zero involvement in the program
• Vlad Tenev, Robinhood’s CEO, issued a terse “What’s the concern?” response on X
• Aron issued threats of litigation and demanded Robinhood immediately halt token trading activities
• In separate news, AMC unveiled Leawood Films, a distribution initiative focused on independent and mid-budget theatrical releases

Shares of AMC Entertainment (AMC) experienced a notable 7% climb Friday following a forceful public statement from CEO Adam Aron criticizing Robinhood Markets for what he characterized as illegitimate tokenized representations of AMC securities.

AMC Entertainment Holdings, Inc., AMC

During premarket trading Friday, the stock reached $2.68, reflecting a 5.57% increase, with momentum continuing throughout the trading day.

In a Thursday post on X, Aron stated that Robinhood “apparently is behind an effort related to ‘tokenized real-world assets including Stock Tokens'” encompassing AMC alongside over 190 additional corporations.

He emphasized that AMC maintains “no connection to this at all” and does “not condone it in any way.”

The CEO described the initiative as “contemptible” and “outrageous,” noting that AMC’s external securities legal team would examine potential actions to compel Robinhood to cease operations.

Understanding the Token Structure

According to Robinhood’s official disclosure, the Stock Tokens represent tokenized debt instruments issued by Robinhood Assets (Jersey) Limited, an entity established in Jersey.

These tokens lack registration under United States securities legislation and are prohibited from being marketed or sold to American investors.

Tenev, Robinhood’s chief executive, countered Aron’s criticism with a concise inquiry: “What’s the concern?”

Aron’s response characterized the ramifications as “almost existential,” contending that the tokens could disrupt the fundamental connection between authentic equity ownership and corporate capital-raising capabilities.

He further highlighted that traditional stock ownership confers voting privileges to shareholders, whereas the tokens merely offer economic participation without conferring any legal ownership entitlements.

Aron demanded that Robinhood “CEASE AND DESIST” from facilitating AMC token transactions without delay.

Leawood Films Expansion Announced

In a separate development, AMC revealed the establishment of Leawood Films, a distribution platform dedicated to delivering independent and moderately-budgeted films to theater audiences.

The initiative will avoid production financing or screenplay development. Rather, it will focus on distributing fully-funded or completed projects leveraging AMC’s established theater infrastructure and promotional capabilities.

This announcement follows AMC’s robust second-quarter performance, fueled by major theatrical releases such as The Odyssey and Spider-Man: Brand New Day, which contributed to record attendance figures.

Leawood Films expands upon AMC’s prior distribution successes with concert films featuring Taylor Swift and Beyonce in 2023 and 2025.

Industry veterans Toby Emmerich, Ricky Strauss and Kyle Davies will serve as advisors to the new venture. AMC anticipates debut releases occurring no sooner than 2027 or 2028.

From a chart perspective, AMC is positioned above all significant moving averages. The 50-day and 200-day SMAs formed a golden cross pattern in July. The RSI currently registers at 50.46, indicating neutral momentum.

Macquarie reaffirmed a Neutral rating on September 2 while increasing its price objective to $3. AMC maintains a Hold consensus among analysts with an average target price of $2.74.

The post AMC Entertainment (AMC) Stock Surges 7% Following CEO’s Robinhood Confrontation Over Tokenized Shares appeared first on Blockonomi.

Key Highlights

• Anthropic is securing a $15 billion revolving credit line in preparation for going public
• Major Wall Street firms including Morgan Stanley, Goldman Sachs, JPMorgan, and Citigroup are orchestrating both financing deals
• The AI firm could potentially raise $100 billion, positioning it as history’s largest initial public offering
• Annual revenue reached a $65 billion run rate in July, marking a sixfold increase year-over-year
• Computing infrastructure agreements totaling tens of billions secured with Amazon, Google, SpaceX, Nscale, and Lambda

Anthropic is advancing toward a landmark public market debut that has the potential to transform the artificial intelligence landscape. The artificial intelligence company is on track to complete a $15 billion revolving credit facility, an increase from the approximately $10 billion initially targeted, Bloomberg reports indicate.

Morgan Stanley holds the lead role in arranging the credit facility. Goldman Sachs, JPMorgan Chase, and Citigroup are also playing significant parts in the transaction. These same four financial institutions are positioned to serve as lead underwriters for Anthropic’s forthcoming initial public offering.

Additional financial institutions participating in the arrangement include Barclays, Wells Fargo, Bank of America, Deutsche Bank, Royal Bank of Canada, and UBS.

The expanded credit arrangement represents a substantial increase from the $2.5 billion five-year facility that Anthropic obtained in the previous year. Terms remain subject to modification prior to completion.

Potential Record-Shattering Public Offering

Anthropic submitted its confidential Form S-1 registration statement to the Securities and Exchange Commission several weeks ago. Market observers anticipate the company will publish its prospectus following Labor Day, with the public offering scheduled for late September or October.

According to industry sources, Anthropic may seek to raise as much as $100 billion, which would eclipse SpaceX’s $86 billion capital raise and establish a new benchmark for the largest IPO in history.

The company’s latest private financing round earlier this spring assigned it a valuation of $965 billion. Through a successful market debut, Anthropic is pursuing a $2 trillion market capitalization.

Private funding rounds have already generated more than $130 billion in capital for the company.

Explosive Revenue Expansion and Infrastructure Partnerships

Anthropic’s annualized revenue achieved a $65 billion run rate by July. This represents a sixfold multiplication compared to the figure from twelve months prior.

To accommodate growing demand, Anthropic has executed multiple substantial computing infrastructure agreements. The company finalized an arrangement with Amazon providing access to 5 gigawatts of computing capacity.

A separate agreement with Google and Broadcom delivers an additional 5 gigawatts of Tensor Processing Unit infrastructure.

Anthropic has established a GPU arrangement with SpaceX and completed contracts with two cloud infrastructure providers backed by Nvidia. The Nscale partnership is valued at $45 billion for 460 megawatts of computing resources. The Lambda agreement carries a $35 billion price tag.

The company estimates its total addressable market opportunity at $30 trillion.

Anthropic’s Claude conversational AI platform represents the cornerstone of its revenue strategy. Income generated through Claude has powered the accelerated expansion that the company is now leveraging to appeal to public market investors.

The public offering will provide Anthropic with additional capital resources to finance its infrastructure expansion initiatives.

Given current elevated stock market valuations, market analysts view the timing as advantageous for a major public listing.

Anthropic’s registration statement is anticipated to become publicly available shortly after Labor Day, which occurs on September 7 this year.

The post Anthropic Prepares Massive IPO With $2 Trillion Valuation Target and $15B Credit Line appeared first on Blockonomi.

Key Takeaways

• August payrolls surged to 162,000, crushing consensus estimates of 55,000
• Unemployment remained unchanged at 4.1%
• Food services led with 59,000 new positions; information sector dropped 23,000
• Market probability of a September Fed rate increase jumped to approximately 60%
• Bond yields spiked and equity futures declined following the release

August’s U.S. labor market performance significantly exceeded analyst projections, with nonfarm payrolls expanding by 162,000 positions—roughly triple the consensus forecast of 55,000.

The jobless rate remained unchanged at 4.1%, data from the Bureau of Labor Statistics showed.

Food services and drinking establishments drove the headline number, contributing 59,000 positions. This marked a substantial acceleration compared to the sector’s 12-000-job monthly average over the preceding twelve months.

Local government education contributed 42,000 positions, effectively offsetting July’s decline. The manufacturing sector maintained its recent momentum with a gain of 16,000 jobs.

However, not all industries experienced expansion. Information services contracted by 23,000 positions, highlighting ongoing challenges in technology and professional services employment.

Annual wage growth registered at 3.1%, while monthly earnings increased 0.3%. Nonetheless, these wage gains appear insufficient to outpace current inflation levels, which have accelerated due to elevated energy costs.

September Policy Meeting Takes Center Stage

With the Federal Reserve’s September 16-17 policy meeting approaching, Friday’s robust employment figures have recalibrated market expectations toward monetary tightening.

The CME FedWatch tool indicates the likelihood of a 25-basis-point increase has climbed to approximately 60%, up from about 50% prior to the jobs release.

The central bank has maintained its focus on price stability. The personal consumption expenditures price index has exceeded the Fed’s 2% objective for 65 consecutive months.

At last week’s Jackson Hole symposium, Fed Chair Kevin Warsh adopted a more aggressive tone, suggesting additional action is warranted to combat inflation. Conversely, Governor Christopher Waller indicated Thursday he would favor maintaining current policy if upcoming inflation readings show improvement.

Since the July meeting where rates were held constant, three regional Federal Reserve bank presidents—representing Cleveland, Minneapolis, and Dallas—have advocated publicly for tightening.

Financial Markets Respond

Both equity and fixed-income markets declined following the employment data. The 2-year Treasury yield increased 5.5 basis points to 4.389%, while the benchmark 10-year yield advanced to 4.784%.

Stock index futures retreated as investors recalibrated expectations for more restrictive Federal Reserve policy.

Northlight Asset Management’s Chris Zaccarelli captured the market sentiment: “Good news is bad news” when robust employment figures elevate the probability of rate increases.

The September 11 inflation report is expected to prove more decisive for the Fed’s ultimate decision. Market participants generally view the upcoming CPI release as carrying greater significance than Friday’s labor market data.

Additionally, previous months saw upward adjustments. June and July employment figures were collectively revised higher by 55,000 positions.

The post August Jobs Report Smashes Expectations, Fed Rate Hike Odds Jump to 60% appeared first on Blockonomi.

Key Takeaways

• Trip Chowdhry projects Intel reaching $200 per share, pointing to 16-fold annual CPU demand growth fueled by AI applications
• Dell reported traditional server revenue soared 122% annually, which Chowdhry attributes to Intel processor sales
• Intel’s Clearwater Forest processor dominates with 576 cores, dwarfing AMD’s 192-core offering and Nvidia’s 88-core chip
• Intel’s recent quarterly results exceeded forecasts with $0.42 EPS versus $0.21 expected, plus 25.2% revenue growth
• CEO Lip-Bu Tan demonstrated confidence by purchasing nearly $10 million worth of INTC shares at $95 in August

Intel shares kicked off Friday’s session at $91.67, climbing more than 3.6% as analyst commentary connected Dell’s impressive earnings performance to strengthening Intel CPU demand.

Intel Corp., INTC

Trip Chowdhry from Global Equities Research released analysis suggesting Dell’s recent earnings discussion provides concrete evidence of accelerating Intel processor demand. His research sets a $200 valuation target for INTC, supported by a projected 2031 EPS of $20.

Chowdhry’s thesis centers on a 16-times annual increase in CPU requirements, propelled by AI training tasks evolving from text-based processing to more intensive media formats including video, images, and audio content. These multimedia workloads demand substantially greater computational resources, with CPUs shouldering increased responsibilities beyond traditional GPU tasks.

Dell’s Chief Operating Officer Jeff Clarke provided crucial supporting evidence during the company’s earnings presentation. Clarke noted increasing “demand for new servers that have more cores” and highlighted “a growing trend of customers that require meaningful CPU compute capacity to support AI and agentic workflows.”

Clarke further revealed traditional server revenue “was up 122% as demand remains exceptionally strong.” Chowdhry’s analysis was direct: “This is INTC CPUs.”

Evolving CPU-GPU Balance

The foundation supporting the $200 price projection involves shifting CPU-to-GPU ratios within AI infrastructure configurations. Previously, a single CPU could manage eight GPUs effectively. Current requirements dictate two to four CPUs per GPU or TPU. This architectural change suggests substantial CPU volume growth per server rack, independent of any market share expansion Intel might achieve.

Intel’s Clearwater Forest chip leads the industry in core density. Its 576-core configuration significantly outpaces AMD’s Turin Dense at 192 cores and Nvidia’s Vera Rubin at 88 cores, which began deployment in August 2026. Chowdhry characterizes Nvidia’s CPU offerings as “GPU Controllers” rather than true CPU competitors.

Additional technical advantages strengthen Intel’s competitive position. Premium GPUs remain limited to 80-192 gigabytes of HBM memory, whereas Intel x86 servers accommodate terabytes of system DRAM—a critical benefit for large language model inference operations. Intel’s AMX instruction set further enables x86 processors to execute matrix multiplication natively, facilitating real-time inference on mid-sized LLMs without dedicated GPU hardware.

Latest Financial Performance

Intel’s latest quarterly financial disclosure provided substantial validation for optimistic forecasts. The chipmaker delivered $0.42 EPS, significantly exceeding the $0.21 analyst consensus. Revenue reached $16.13 billion, representing 25.2% annual growth and comfortably surpassing the $14.43 billion projection.

Over 70% of current enterprise data centers operate on x86 architecture, providing Intel with substantial installed base advantages and minimal customer migration barriers.

CEO Lip-Bu Tan demonstrated personal conviction last August by acquiring 105,263 shares at $95 per share, totaling approximately $10 million. Intel has established Q3 2026 EPS guidance at $0.38.

The post Intel (INTC) Stock Jumps 4% Following Dell’s Explosive Server Revenue Growth appeared first on Blockonomi.

Key Takeaways

• Precious metal prices declined approximately 2% following August employment figures that revealed 162,000 new positions, substantially exceeding the anticipated 53,000
• Jobless rate remained unchanged at 4.1%, demonstrating continued labor market strength
• Federal Reserve Governor Christopher Waller indicated potential support for maintaining current rates if inflation trends remain favorable
• Trading activity now reflects approximately even odds for a September rate increase, sliding from near 70% probability earlier in the week
• Technical barriers for gold emerge around the 200-day moving average near $4,526

Gold experienced significant downward pressure Friday following the release of unexpectedly robust US employment figures, introducing fresh questions regarding the Federal Reserve’s upcoming policy decisions at its September gathering.

August employment figures revealed 162,000 new positions added to the American economy. Market forecasters had projected roughly 53,000 additions. The jobless rate remained stable at 4.1%. These numbers demonstrated a significant turnaround from July’s figures, which indicated a contraction of 23,000 positions.

Spot market valuations for gold retreated approximately 2% to settle at $4,391.61 per ounce. Futures contracts declined 0.6% to reach $4,514.19. Silver experienced a 1.5% retreat, while platinum decreased 0.6%.

The US Dollar Index climbed 0.2% to 99.03 in the wake of the employment announcement. Greenback strength typically pressures gold valuations, as foreign currency holders face elevated costs when purchasing the precious metal.

Central Bank Commentary and Policy Expectations

Federal Reserve Governor Christopher Waller indicated Thursday his willingness to advocate for maintaining current policy settings at the upcoming September 15-16 gathering, contingent upon forthcoming inflation metrics confirming sustained moderation in price growth.

Waller refrained from completely dismissing the possibility of tightening. He emphasized that August’s inflation statistics would carry substantial weight in shaping his stance and acknowledged that renewed price acceleration could shift his preference toward a rate adjustment.

Financial markets responded swiftly. September rate hike probability declined to approximately 50%, retreating from roughly 70% odds observed earlier during the week, based on CME FedWatch tool data.

Reduced borrowing costs generally benefit gold valuations since the metal generates no yield, enhancing its appeal when returns on alternative investments decline.

Gold had previously recovered nearly 2% during Thursday’s session, ending a three-day selloff. Friday’s employment release curtailed portions of that advance.

Outlook for Precious Metals

Next week’s August consumer price index release has emerged as a critical determinant for the Fed’s ultimate policy choice. Market observers suggest inflation data may carry greater significance than employment figures in shaping whether officials opt to tighten or maintain current settings.

Compensation growth reflected in Friday’s employment statistics remained relatively moderate, providing some underlying support for gold and preventing additional selling pressure.

IG senior market analyst Tony Sycamore observed that gold’s recent recovery also benefited from diminishing pressure stemming from energy valuations and Treasury yields. He noted that recent Middle East tensions appear to have subsided, alleviating inflation concerns associated with elevated petroleum prices.

Gold continues trading above the $3,942 trough established in late June. Sycamore suggested this level reinforces the interpretation that gold has established a medium-term foundation.

The precious metal currently confronts technical obstacles near the 200-day moving average positioned around $4,526. Successfully penetrating that threshold would enhance near-term prospects. Inability to sustain levels above it may trigger renewed downside movement.

The primary challenge awaiting gold arrives with next week’s inflation statistics.

The post Gold Tumbles 2% as Strong Jobs Data Revives Fed Rate Hike Speculation appeared first on Blockonomi.

It was another eventful week in the cryptocurrency markets as August closed, with BTC ending in the green for the first time during a bear market, further signaling a major shift in sentiment. However, Friday’s jobs report flipped the script again.

Before we dive into all of that, let’s rewind the clock by a week and see what the landscape was last Friday. Despite briefly surging past $81,000 on a couple of occasions, BTC was quickly halted and driven south to just under $80,000. Most altcoins, though, produced major weekly gains.

The rejection at the time came after the hawkish stance taken by Fed Chair Kevin Warsh, and the leg down drove BTC to just under $77,000 on Saturday morning. However, the asset rebounded swiftly and tapped $79,000 on Sunday. Another leg down to $77,000 took place on Monday morning as the US and Iran initiated new attacks against each other.

The primary cryptocurrency remained volatile in the following few days, but was contained in a relatively tight range between $76,400 and $79,000. It last tested the upper boundary on Wednesday morning, and the bulls managed to defend it. The subsequent leg up came on Thursday and was significantly more successful.

Bitcoin broke out of its $79,000 barrier and surged past $80,000. It kept going during the early hours on Friday and jumped to $82,400 for the first time since mid-May. Although it was stopped there, it remained above $81,000 until earlier today, when the much stronger-than-expected US jobs report came out.

BTC slumped immediately by two grand as the general assumption is that the Fed will be more inclined to raise the hikes at the end of the month. The weekly performance shows a few clear winners – ZEC has gained 20%, and it even surpassed $1,000 earlier today, XMR is up by 10%, while UNI has rocketed by almost 40%.

Market Data

Market Cap: $2.775T | 24H Vol: $121B | BTC Dominance: 57.6%

BTC: $79,270 (-0.35%) | ETH: $2,450 (-2.5%) | XRP: $1.39 (-1.5%)

This Week’s Crypto Headlines You Can’t Miss

Strategy Is Buying Bitcoin Again After 2-Month Pause: Here’s How Much. Monday began with a bang as the world’s largest corporate holder of BTC resumed its purchases for the first time in over two months, accumulating 4,603 BTC for $370 million. The problem for the company is that it sold at low prices only to buy back at much higher levels.

Gold Just Erased All Its August Gains – Bitcoin Is Holding Up Better at $77K. The precious metal exploded alongside BTC in the middle of August, hitting $4,700 for the first time in months. However, it lost all gains, even dipping below its starting price of $4,360 earlier this week. In contrast, BTC is up by roughly 25% even after today’s correction.

Arthur Hayes Says Ignore Warsh and Watch EUR/JPY for Bitcoin’s Next Move. BitMEX’s former CEO believes the Fed and Kevin Warsh are not the most important factors to determine BTC’s next move. Instead, he urged investors to pay more attention to the euro-yen exchange rate.

Trezor Breach Is Much Bigger Than Initially Thought: Another 67,000 Customers Exposed. The hardware wallet manufacturer admitted today that the ShipMonk breach was significantly more worrisome than initially believed. Its latest update showed that the actual number of affected US customers from the data leaks is over 80,000, not 13,689.

Bitcoin Makes History With First-Ever Green August During a Bear Market. As mentioned above, bitcoin ended August in a highly unexpected manner. History suggested that the asset wouldn’t enjoy the eighth month of the year, but reality was much different. BTC closed with a near-25% surge for the first time in bear market years.

Bitcoin Is Back Above $80,000, But Fidelity Says the Bear Market May Not Be Over Yet. The flagship digital asset surged past $80,000, as explained earlier, but analysts at Fidelity weren’t convinced BTC is out of the woods. They outlined some historical references and determined that the bear market might not be over yet.

Charts

This week, we have a chart analysis of Ethereum, Ripple, Cardano, Binance Coin, and Hyperliquid – click here for the complete price analysis.

The post BTC Stopped at $82K as Strong US Jobs Report Shakes Markets, Strategy Resumes Buying: Weekly Recap appeared first on CryptoPotato.

Ethereum has staged a sharp recovery from the June lows and is now consolidating below $2.5K after reclaiming several important technical levels. The daily structure has improved materially, but ETH is still struggling at a key resistance area, while the latest taker-flow data suggests that aggressive buying has not yet fully confirmed the move.

Ethereum Price Analysis: The Daily Chart

The daily chart shows a clear structural recovery from the $1.5K area. ETH subsequently reclaimed the $1.9K zone and pushed above the $2K mark, with the latest impulsive move taking price toward $2.5K.

The most important development is the price moving above the previous swing-high area around $2.45K and finally creating a higher high after months of decline. However, the asset is still sitting directly below the $2.5K resistance zone and has not yet cleared it after it was rejected again today. Therefore, further upside may require a decisive daily breakout rather than another rejection from the same area.

The 100-day and 200-day moving averages have also become more constructive. Both are now sloping upward after being reclaimed, with the 200-day moving average around the $2K region being the most important support element buyers should defend.

If ETH establishes a daily close above the $2.5K resistance zone, the next major upside area visible on the chart is the next swing high at $3.4K. Conversely, a rejection could send ETH back toward the $2K-$2.1K region, which appears to be the key structural support that must be held at all costs.

ETH/USDT 4-Hour Chart

The 4-hour chart shows that most of the recent advance occurred through a very aggressive vertical move from roughly $1.9K toward $2.5K. Since then, ETH has been consolidating inside a tight range, roughly between $2.35K and $2.55K.

This consolidation is important because it follows a strong impulsive breakout. Rather than immediately giving back the entire move, ETH has spent several weeks holding above the previous breakout area. The latest candles are also moving toward the upper boundary of the range.

The $2.4K-$2.5K area is therefore the key near-term pivot. Holding around this region would preserve the bullish structure and could allow another attempt to break out higher. This would strengthen the continuation case and potentially expose the $2.8K area before the larger $3.4K resistance zone.

On the downside, a loss of the consolidation range’s low around $2.4K would weaken the immediate setup and could trigger a deeper retracement toward the $2.25K order block. Meanwhile, the 4-hour RSI remains constructive, although it has cooled from its recent spike. This suggests that momentum is still positive without being as stretched as it was immediately after the breakout.

Sentiment Analysis

The Ethereum Taker Buy/Sell Ratio chart provides a more cautious signal. The 30-day moving average of the metric has recently dropped below the neutral 1.0 level  again and appears to be hovering around 0.995, meaning aggressive sell orders have slightly outweighed aggressive buy orders across exchanges.

This is notable because ETH has simultaneously remained close to $2.5K. In other words, the latest price strength has not been accompanied by a strong increase in taker buying pressure.

The divergence does not necessarily invalidate the bullish technical structure, but it does suggest that the current consolidation may need another wave of genuine spot or aggressive futures demand before ETH can sustain a larger breakout. A move back above 1.0 in the taker buy/sell ratio alongside a decisive break above $2.5K would provide stronger confirmation for continuation and potentially lead to a genuine market recovery after months of downtrend.

The post Ethereum Price Analysis: ETH Rejected at $2.5K Again – What Happens Next? appeared first on CryptoPotato.

[PRESS RELEASE – Chicago, United States, September 4th, 2026]

Liquid Mercury today announced that ACQUA1, LLC completed the initial closing of its MERC exchange offering on September 1, 2026.

ACQUA1 is a Liquid Mercury subsidiary that operates Liquid Mercury’s Lab Company program, licensing Liquid Mercury technology to companies primarily tokenizing real-world assets and receiving fees plus a minority equity stake in return. Liquid Mercury is the majority holder and Manager.

“Over the past 18 months, dozens of companies have approached Liquid Mercury seeking to tokenize their assets,” said Tony Saliba, CEO and founder of Liquid Mercury. “Many assumed they would need to raise capital and build this infrastructure from scratch. Licensing Mercury RWA lets them launch on systems that were already live and proven, at a fraction of the time and cost. ACQUA1 token holders now own a slice of the business that earns equity, plus fees from the companies in the Lab Company program.”

Verified accredited investors subscribed by exchanging MERC for non-voting Class B units of ACQUA1 at the initial conversion rate of 10 MERC per unit. Under its operating agreement, ACQUA1 must burn 100% of the MERC it receives at each closing within five business days and may not transfer, trade, lend, stake, pledge, or otherwise deploy it.

On September 2, all 563,230,000 MERC received at the initial closing were burned via a transfer to the dead address, as the offering documents require.

Initial Closing Highlights

• Initial closing: September 1, 2026
• MERC burned: 563,230,000
• Transferred to the dead address September 2, 2026
• Units issued: 56,323,000
• Non-voting Class B units of ACQUA1, LLC under Rule 506(c) of Regulation D
• 10 MERC per unit
• Evidenced on-chain by ACQUA1-C tokens
• ACQUA1-C tokens convert one-for-one into ACQUA1 tokens upon issuance
• Remaining closings: On or about October 30 and December 31, 2026
• ACQUA1 may skip or terminate at its discretion
• The conversion rate at subsequent closings may differ

Verification Links

Burn transaction

ACQUA1-C contract

Verified accredited investors can request full terms at acqua1.liquidmercury.com/contact.

About Liquid Mercury

Liquid Mercury powers professional crypto trading and digital asset marketplaces. The company delivers institutional-grade infrastructure, access to deep liquidity, and best-in-class trading tools and workflow automation across its Pro, OTC, and RWA platforms. Through Mercury RWA, Liquid Mercury is extending that infrastructure into tokenized real-world assets, with $MERC serving as the access and platform layer token. For more information, visit www.liquidmercury.com.

Investor Notice

This press release does not constitute an offer to sell or the solicitation of an offer to buy any securities. Class B units of ACQUA1, LLC and the ACQUA1 tokens representing them are offered and sold in reliance on the exemption from registration provided by Rule 506(c) of Regulation D under the Securities Act of 1933, solely to verified accredited investors as defined in Rule 501(a) of Regulation D, and solely pursuant to ACQUA1’s confidential private placement memorandum, as supplemented, and definitive subscription documents, which contain important information, including risk factors. ACQUA1 tokens are restricted securities, are subject to transfer restrictions under ACQUA1’s operating agreement and may remain illiquid indefinitely; investors should not assume that Rule 144 will be available. Statements regarding future revenues, valuations, portfolio performance, and subsequent closings are forward-looking and subject to risks and uncertainties; actual results may differ materially. The MERC contract has no burn function; tokens are removed from circulation by transferring to the dead address. Supply outstanding excluding the dead address is 5,436,770,000 MERC, as of the date of publication.

The post Liquid Mercury Announces Initial Closing of ACQUA1 Offering appeared first on CryptoPotato.

This Friday, we examine Ethereum, Ripple, Cardano, Binance Coin, and Hyperliquid in greater detail.

Ethereum (ETH)

Ethereum was flat this week. Still, the price held well above the support at $2,400. However, the volume has been falling since the initial rally, and volatility has decreased significantly compared to the early days.

While a consolidation period is normal, this is also a period of weakness in the price action when sellers could make their return. Nevertheless, as long as the key support is not challenged, buyers continue to have the upper hand.

Looking ahead, ETH must stay above $2,400 if it wants the rally to continue. So far, buyers appear in control, but the road towards $2,800 could be bumpier compared to the past few weeks.

Ripple (XRP)

XRP was also mostly flat this week, booking a modest 2% gain. The price has been moving sideways between $1.3 and the resistance at $1.6. This range also kept the price in check between February and May this year.

To get momentum back, this cryptocurrency will need to break away from this range. That will likely see volume and volatility return as well. Based on the current price action, buyers have the advantage, but this could change if they fail to clear $1.6.

Looking ahead, the market is showing some indecision here after a strong pump. While a continuation would put an end to the bear market, it is still too early to say this is it. That’s why buyers may be hesitating here.

Cardano (ADA)

ADA closed 5% higher this week after a good push from buyers, with the price retesting resistance at $0.23. At the time of this post, the resistance remains intact but could be put under pressure by any renewed buying.

For Cardano to confirm a bottom under $0.15, the price has to move beyond its current resistance. Buyers were rejected there in August. However, another push in September could be successful.

Looking ahead, this cryptocurrency is ripe for a strong rally as soon as $0.23 turns into a key support. That can easily see ADA move towards $0.30 and $0.40 if buying volume picks up.

Binance Coin (BNB)

This week, Binance Coin held well above the support at $690, but did not manage to distance itself much beyond that. That’s the reason why the price is up only 1% in the past seven days.

While momentum has been decreasing, BNB is very close to making a higher high. Any price above $745 would confirm it and likely see this cryptocurrency continue its rally towards $900 next.

Looking ahead, the market may be taking a pause right now before momentum returns. While the price action favors a continuation of the rally, a higher high is needed to give it confidence.

Hype (HYPE)

This week, Hyperliquid managed to break above the $85 resistance and closed 4% higher. This both confirmed a higher high and new price record. The question is if this level can hold as support or sellers will turn it into a resistance again.

If the latter, then buyers will likely move to the support at $76 next to defend the recent gains. Still, HYPE has been in a rally for weeks without any significant pullback or correction. One should be expected eventually.

Looking ahead, HYPE could continue its push higher until it hits the psychological level at $100. Sellers could be making a stand there if buyers decide to go for it. But for now, best to watch the price reaction at $85 in the coming days.

The post Crypto Price Analysis Sep-04: ETH, XRP, ADA, BNB, and HYPE appeared first on CryptoPotato.

The US economy added almost three times as many jobs as expected in August, triggering an immediate sell-off for risk-on assets like bitcoin as investors reassess the chances of another Federal Reserve rate hike.

The cryptocurrency’s price had risen to over $81,000 before the news went live, but plunged immediately by $2,000 to $79,200.

More specifically, the US economy added 162,000 jobs in August, according to data shared by the Bureau of Labor Statistics. The general expectations were for roughly 55,000-58,000 new jobs, which means that the actual numbers were significantly higher. The unemployment rate remained unchanged at 4.1%.

The July reading was also revised sharply higher, from a previously reported loss of 23,000 jobs to a gain of 21,000. Average hourly earnings increased 0.3% monthly and 3.1% annually.

A strong labor market gives the Federal Reserve more room to keep monetary policy tight, which, given Kevin Warsh’s hawkish speech from last week, spells trouble for risk-on assets like bitcoin.

The blowout jobs number weakens one argument for keeping rates unchanged: that the US labor market needs protection from tighter monetary policy. Higher interest-rate expectations typically push Treasury yields and the greenback north while reducing the relative appeal of risk assets.

Although the jobs report does not guarantee a September rate hike, as inflation remains the biggest concern for the US central bank, it certainly gives investors a lot to think about ahead of the CPI data next week.

The post Bitcoin Price Plunges After Blowout US Jobs Report: Here’s Why appeared first on CryptoPotato.