BITCOIN FALLS AHEAD OF A MASSIVE WEEK! THESE ARE THE KEY LEVELS TO WATCH 👇 piped.video/gWpSmsdSNZw

Hong Kong is expanding financial reporting oversight to licensed crypto firms. The move brings virtual asset platforms further into the traditional financial reporting framework, increasing scrutiny around how licensed crypto businesses report their financial information. It’s another sign that crypto is becoming more integrated into the regulated financial system. We’ll be watching how this develops and whether other major financial centres follow a similar approach.

US spot Bitcoin ETFs recorded their strongest week of inflows so far this year, bringing in $2.39B. Friday added another $134.5M alone. That’s a significant amount of institutional demand coming in while Bitcoin continues to trade below its recent highs. We’ll be watching to see whether this momentum continues into the new week. 👀

Japan’s 2-year bond yield has climbed to 1.965%, its highest level since 1995. Markets are increasingly pricing in more Bank of Japan rate hikes, putting Japanese yields firmly back on the radar. This matters for global markets because higher Japanese yields can affect capital flows and carry trades far beyond Japan. We’re watching this closely, especially alongside the moves in U.S. yields and global liquidity.

Bitcoin’s exchange flows are showing a major shift. On September 22, Binance recorded more than 13,800 BTC in net outflows in a single day, its largest daily outflow since 2023. Binance’s BTC reserves then fell from around 705,000 BTC to 685,000 BTC over the following four days. Large withdrawals can indicate investors moving BTC into self-custody or longer-term storage, reducing the amount immediately available to sell on exchanges. We’d still avoid treating exchange outflows alone as proof of accumulation, as coins can also be moved for custody, institutional or other reasons. What makes the move worth watching is the combination of falling exchange balances and Bitcoin holding above the $82K area. If these outflows continue while demand remains strong, the amount of BTC readily available on exchanges could continue to shrink.

Big week ahead for markets. US markets have a lot to digest this week, with investors watching inflation, employment and economic growth closely. Tuesday: 10:00 AM ET — JOLTS Job Openings 10:00 AM ET — Consumer Confidence Wednesday: 8:15 AM ET — ADP Employment 8:30 AM ET — Core PCE & PCE Inflation 8:30 AM ET — Q2 GDP Thursday: 10:00 AM ET — ISM Manufacturing PMI Friday: 8:30 AM ET — September Jobs Report We’ll be watching how the data impacts Treasury yields, the dollar and expectations for future Fed policy. For Bitcoin and crypto, any meaningful shift in rate expectations could quickly feed through into risk assets. A lot to keep an eye on this week. 👀

SEI is absolutely flying right now. The token is up around 17% today and has now gained more than 50% over the past week. There are a few things driving this move. The biggest catalyst is Canary Capital’s Staked SEI ETF filing, with the latest amendment proposing to stake around 90% of the fund’s SEI holdings. That gives the market a new institutional demand narrative around SEI. Then you have the Sei Giga upgrade gaining momentum. Recent testing has shown extremely fast finality across a large validator set, while Sei continues pushing towards becoming a high-performance blockchain for trading and other applications. So this doesn’t look like a completely random pump. You’ve got ETF speculation, major protocol upgrades and renewed attention around the Sei ecosystem all hitting at roughly the same time. SEI is now trading around $0.084, so we are watching $0.10 next. The big question for us is whether this is the start of a much bigger repricing for SEI, or whether traders start taking profits after such a big move. Either way, SEI is definitely one we're watching closely right now.

🇺🇸🇮🇷 Trump expects U.S.-Iran talks to resume this week. This comes after he rejected Tehran’s latest proposal to reopen the Strait of Hormuz and restart nuclear negotiations. Qatar and other mediators are still working to bridge the gaps between both sides. A lot could hinge on what happens next.

Bitcoin is sitting around $83.7K after consolidating for several days following the move into the $87K area. The bigger picture is still pretty clear to us. BTC remains above the key $79.5K breakout zone, which is now acting as an important support level. As long as Bitcoin holds above $79.5K, the broader structure remains constructive. On the upside, $87K is still the major resistance. A clean break and hold above that level would put the recent highs back in focus. If $79.5K is lost, the structure changes and we’d start watching $70.5K as the next major support. For now, we’re watching the range. $87K is the ceiling. $79.5K is the key floor. The next decisive move outside this range should tell us a lot about where Bitcoin goes next.

Bitwise’s NEAR ETF has received approval to list on NYSE Arca under the ticker $NRR. The firm has also raised its base-case NEAR price target to $155, with a bull-case target of $562. Another development bringing institutional exposure to NEAR.

Binance has become a shareholder in Circle with a $100 million investment. The world’s largest crypto exchange has also signed a five-year agreement to expand USDC access and usage across its platform. The deal brings two major players in the crypto and stablecoin markets closer together.

XRP has gained 11.4% in the last two weeks. The move comes as the token continues to build momentum across the market. 🚀

🇺🇸🇨🇳 The U.S. and China are creating a communication channel for emergency AI incidents. The channel will allow both countries to quickly communicate about serious AI-related risks. The move comes as Washington and Beijing continue competing over AI while seeking ways to manage potential risks.

BITCOIN MUST DO THIS TO GET BACK TO $100K!! WATCH NOW👇 piped.video/LJCoTtacBL8

Bitcoin is still hovering around $84K, but the price action is becoming increasingly interesting after the rejection from $87K. BTC has now spent several days consolidating around the $83K–$85K region without giving back the majority of its move from the mid-$70Ks. For us, that’s the key takeaway. The market is absorbing the rejection rather than immediately collapsing, but buyers still haven’t shown enough strength to reclaim the recent highs. We’re watching $85K as the first sign that momentum is returning. Above that, $87K remains the major hurdle. A clean break and hold above it would significantly improve the structure. On the downside, $79.5K is the level we continue to care about most. That was the key breakout area before the move higher, so holding it would keep the broader structure intact. For now, we’re watching the range rather than forcing a direction. $87K is the ceiling. $79.5K is the structural floor. The next decisive move outside this range should give us a much clearer picture of Bitcoin’s next major move.

🇺🇸🇮🇷 Washington has turned down Tehran’s proposed seven-day ceasefire, according to the Wall Street Journal. Iran’s offer included reopening the Strait of Hormuz and restarting nuclear negotiations. In exchange, Tehran wanted the U.S. to ease its blockade, unfreeze some assets and lift oil sanctions. The decision could add further uncertainty to oil markets and the global economy.

Bitget has raised its estimate of stolen funds to $387.5 million, up from the initial $351.6 million. The increase comes after additional assets on Zcash and TRON were traced to the incident. Bitget says it will announce its withdrawal plan by September 26.

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