Bitcoin price action was kept in check by overhead ask liquidity while US stocks broke out to new all-time highs. Bitcoin (BTC) continued to circle $86,000 on Tuesday as US stock markets hit fresh all-time highs. Key points: Read more
Weak US jobs data has narrowed expectations for another Fed hike in October, offering Bitcoin some relief as investors continue to embrace the debasement trade. Bitcoin (BTC) is coming off its best third quarter since 2017, but extending the rally may prove more difficult as Treasury yields above 5% offer investors an increasingly attractive alternative to risk assets, according to Delphi Digital. In its latest weekly newsletter, Delphi highlighted Bitcoin’s 43% gain in the third quarter, followed by a third straight weekly advance last week. However, “the grind higher is happening against real resistance,” Delphi wrote, pointing to the Federal Reserve’s September rate hike and surging Treasury yields, which have reached multi-decade highs. “When a government bond pays over 5% risk-free, every risky asset has to work harder to deserve the money,” Delphi wrote. Read more
Bitcoin’s highest weekly close in eight months formed low-timeframe resistance at the start of Monday’s US trading session. Bitcoin (BTC) fluctuated around $86,000 after Monday’s Wall Street open as US bond yields continued to rise. Key points: Read more
Metaplanet revealed a revised capital allocation framework proposing to allocate as much as 15% of total assets to strategic investments to fund its Bitcoin accumulation. Japanese investment and Bitcoin treasury company Metaplanet introduced a net interest income strategy on Monday, seeking to invest capital in income-generating assets and use the net interest to fuel its Bitcoin accumulation and dividend payments. The move is part of the company’s revised capital allocation policy under which 10% to 15% of assets can move into strategic investments, including mergers and acquisitions and interest-generating assets. Bitcoin (BTC) remains the company’s core treasury reserve asset, accounting for 85% to 90% of total assets, Metaplanet revealed in a Monday notice. The decision aims to enhance the Japanese company’s financing capacity and credit quality to grow its BTC holdings per share through additional acquisitions. Read more
Bitcoin bulls renewed pressure on range highs with the 2026 yearly open forming the next key resistance to break through. Bitcoin (BTC) is eyeing a key level as BTC/USD is on the cusp of turning the 2026 yearly candle green. Read more
Roman Storm and the XRP army aren’t happy former SEC boss Jay Clayton is Trump’s new AI czar, Peter Brandt flips bullish and says Bitcoin may reach as high as $600K by 2029. President Donald Trump has named Jay Clayton, US director of national intelligence, to lead the country’s new Super Intelligence Force, according to a post on Truth Social on Sunday. The announcement followed media reports on Friday of the appointment. Cointelegraph reported Sept. 20 that Trump planned to create an “AI Force” modeled after the Space Force and appoint an artificial intelligence czar. “The Super Intelligence Force is tasked with coordinating the effort of the Federal Government to ensure that America continues to lead the World in Super Intelligence,” Trump wrote in his post. Read more