BitBrainers
@bitbrainers

Most crypto analysis is a sales pitch. I spent years on the desk selling one. Now I read macro and post what it says. I have no exit price.

 Global
bitbrainers.com
Joined March 2026
15 Photos and videos
The war is priced in three numbers: $106 Brent, 5.12% on the 10-year, and $87,363 on the Bitcoin chart. Reuters is talking a phased Hormuz deal. Tomorrow will be loud.
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bitbrainers.com/2026/09/the-…

The War in the Price of Everything

Brent $103.08, the 10-year at 5.12%, Bitcoin rejected at $87,363. The war is in the price of oil, rates, and risk.

bitbrainers.com
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BTC tapped $87,300 twice, got rejected twice. Friday's book is $15.8B and gets the final word.
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bitbrainers.com/2026/09/8730…

$87,300 Said No Twice. Friday's Book Is $15.8B

BTC rejected $87,300 on Monday and Tuesday. US spot ETFs printed $998M and $715M. The 10-year yield left 5%. Friday's Deribit quarterly expiry is $15.

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$82,250 was the gateway. Monday took it on a 4H close after a wick to $85.2k. Friday prints $14.7B at 08:00 UTC, pin ~$10k below spot. The level and the book cannot both be right.
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bitbrainers.com/2026/09/bitc…

Weekly Brief: Bitcoin Took Out Its Gateway on a Monday Morning

Bitcoin broke $82,250 on Sep 21: wick to $85,248, close at $84,863 inside the holder band. Levels, derivatives, ETF flows, Friday's $14.7B settlement.

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Congress closed one door, opened another, then the Fed hiked. Bitcoin waited at 76,500, then took back 79-80k in one candle, like nothing happened. Someone check on the bears.
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bitbrainers.com/2026/09/one-…

One Candle Through $80,000

Bitcoin cleared $78,000 on one 4h bar, closing at 80,683 after a high of 81,113. G.17 came in soft.

bitbrainers.com
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FED hiked a quarter everyone already owned. Then the SEP landed: 16 of 18 still hiking in 2026. No chase after the print. Just the 4H 50 at 76,263 and a meeting on October 27.
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bitbrainers.com/2026/09/wars…

Warsh Hiked 25 at 5% Yields. Bitcoin Held the Shelf.

The Fed hiked 25bp to 3.75%–4.00%, Warsh's first move. Bitcoin held the $75K shelf, 16 of 18 dots see another hike, ETFs bled $450M.

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Warsh decides today at 2pm with yields at 5% and Bitcoin at $75k. The Senate killed CLARITY yesterday. SEC Chair Atkins said September 14 the SEC proceeds "with or without" the bill.
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bitbrainers.com/2026/09/fed-…

The Fed Meets at 5% Yields and $75K Bitcoin

The CLARITY Act failed cloture Tuesday, 49 to 50. Bitcoin is at $75,800. The 10-year Treasury yield crossed 5%. Today's FOMC decision at 2pm.

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Clearing cloture today doesn’t save the CLARITY Act. The House already canceled two of its three remaining working weeks. After that the file has nowhere to go.
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bitbrainers.com/2026/09/sixt…

Sixty Votes Won't Buy the CLARITY Act Enough Time in the House

Cloture needs 60 votes at 2:15 PM. Clearing it doesn't fix the House's dead calendar, the ethics gap, or the stablecoin fight underneath.

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Prediction markets: 85% the Fed hikes Wednesday. Roughly 25% CLARITY survives this Congress. The Fed is priced, but CLARITY is the open question this week.
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bitbrainers.com/2026/09/week…

Weekly Brief: The Most Important Week of Bitcoin's Year, Maybe

The 20-year auction, the Senate's first CLARITY Act vote, and an FOMC with fresh dot projections land inside forty hours.

bitbrainers.com
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US 30Y: 5.36% Japan 10Y: touched 3% (first time since 1996) UK 30Y: 5.93% Germany 10Y: 3.50% France 10Y: 4.44% Australia 10Y: 5.37% The floor every asset is priced against is cracking in six places at once.
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bitbrainers.com/2026/09/bess…

Bessent Tripled the Buyback. The 30-Year Still Went to 5.36%

Bessent tripled the Treasury buyback to $6 billion. The operation undershot at $5.2 billion, and the 30-year yield still hit 5.36%.

bitbrainers.com
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Bitcoin swept both sides of its range last week and closed in the middle. Friday's CPI decides what the range was hiding. This week's briefing maps every level in it.
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bitbrainers.com/2026/09/week…

Weekly Brief: Bitcoin Sits on the Longs Into CPI Week

Bitcoin sits on the longs into CPI week. The September 8 Weekly Briefing covers the $76,100 line, whale distribution, and the FOMC. $9month on Gumroad

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