🔍Market Summery

Our detailed market analysis is being prepared and will be published here soon — stay tuned for insights and trends.

Bitcoin climbs above $86K for third straight week on ETF demand

Bitcoin climbs above $86K for third straight week on ETF demand

Bitcoin pushed above $86,000 on October 2, 2026, notching its third consecutive week of gains, Bloomberg reported.The driver was a familiar one: institutional money flowing back into US spot Bitcoin ETFs.During intraday trading, Bitcoin reached approximately $86,850. It then cooled off and settled a…

BitGo CEO warns crypto one-stop shops pose major risks

BitGo CEO warns crypto one-stop shops pose major risks

BitGo CEO Mike Belshe has a message for the crypto industry: putting every service under one roof is a bad idea. Speaking at Korea Blockchain Week 2026 on October 2, he warned that vertically integrated digital asset firms could trigger a collapse resembling the 2008 failure of Lehman Brothers.The t…

Bitcoin's win rate against the S&P 500 climbs back above 50%

Bitcoin's win rate against the S&P 500 climbs back above 50%

Bitcoin is winning more often than it loses again. Its win rate against the S&P 500 has climbed back above 50%, a sign that individual demand for the asset is getting stronger.A win rate here measures how often Bitcoin beats the S&P 500 over a rolling window of trading sessions. Anything above 50% m…

Fidelity Bitcoin ETF clients pull $125.58 million as volatile September closes

Fidelity Bitcoin ETF clients pull $125.58 million as volatile September closes

Fidelity's Bitcoin ETF clients headed for the exits as September wrapped up. Investors pulled $125.58 million out of the firm's spot Bitcoin product in a single session.The outflow hit Fidelity's Wise Origin Bitcoin Fund (FBTC), one of the leading US spot Bitcoin ETFs. It landed on September 30, 202…

Grayscale reports Zcash market cap rises to 1.5% of Bitcoin's in one year

Grayscale reports Zcash market cap rises to 1.5% of Bitcoin's in one year

A year ago, Zcash was a rounding error next to Bitcoin. Its market cap sat at roughly 0.1% of Bitcoin's, the kind of ratio that makes a coin easy to ignore. Fast forward to September 2026, and that number has jumped to 1.5%, according to new research from Grayscale.ZEC went from approximately $60 to…

Bitcoin rises 35% since August low while open interest drops 20%, Glassnode reports

Bitcoin rises 35% since August low while open interest drops 20%, Glassnode reports

Bitcoin has climbed 35% since its August low, and the derivatives market hasn't kept up. According to Glassnode, BTC-denominated open interest has fallen nearly 20% to levels not seen since March, creating an unusual dynamic where price goes up and leverage comes down.Open interest, which measures t…

US spot crypto ETF inflows drop 80% to $65M on Monday

US spot crypto ETF inflows drop 80% to $65M on Monday

After a week that saw Bitcoin ETFs alone vacuum up $2.4 billion in net inflows, the combined haul across all US spot crypto ETFs shrank to just $64.8 million on Monday. That's roughly an 80% decline from the previous Friday's totals, spanning funds tied to Bitcoin, Ether, Solana, and XRP.The $64.8 m…

$309M in long positions liquidated from crypto market in 24 hours as leverage unwinds

$309M in long positions liquidated from crypto market in 24 hours as leverage unwinds

Roughly $309 million in long crypto positions were forcibly closed over the past 24 hours.The liquidation wave hit hardest on exchanges like Binance, OKX, Bybit, and Hyperliquid, and overwhelmingly punished traders betting on higher prices. Long positions accounted for the vast majority of the damag…

Bitcoin cools after rally as macro uncertainty weighs on risk assets

Bitcoin cools after rally as macro uncertainty weighs on risk assets

Bitcoin gave back its recent gains on September 28, sliding as much as 2.2% intraday to roughly $82,702 after briefly touching an eight-month high above $87,000 earlier in the week. The culprit was familiar: macroeconomic anxiety, powered by Treasury yields crossing the 5% threshold and a Federal Re…

YouTube removes Bitcoin Treasuries channel ahead of conference, cites harmful content

YouTube removes Bitcoin Treasuries channel ahead of conference, cites harmful content

YouTube has pulled the plug on the Bitcoin Treasuries channel, run by host Tim Kotzman under the @BitcoinTreasuryCompanies handle, labeling its content as "harmful or dangerous." The channel, which focused on Bitcoin education, corporate treasury strategies, and wallet tutorials, received no prior s…

Bitcoin futures speculators net long 2,756 contracts in CFTC report

Bitcoin futures speculators net long 2,756 contracts in CFTC report

The CFTC's September 22 CME Bitcoin futures report , released September 25, lists noncommercial traders at 17,658 long and 14,902 short contracts, a net long of 2,756. That net position grew by 288 contracts from the previous week. Total open interest rose by 1,542 to 22,315 contracts.Commercial tra…

River reports 81% of Bitcoin supply inactive for six months as holders tighten their grip

River reports 81% of Bitcoin supply inactive for six months as holders tighten their grip

More than four out of every five Bitcoin in existence haven't budged in at least six months. That's according to River Financial's September 23 newsletter, which paints a picture of a market where the vast majority of supply is simply sitting still, locked away by holders who appear entirely uninter…