bitcoin

According to Arkham monitoring, Strategy's Bitcoin holdings currently have an unrealized profit of 2.2 billion dollars. Strategy did not purchase Bitcoin last week and currently holds 65.94 billion dollars in Bitcoin, totaling 845,050 BTC, with an average purchase price of 75,412 dollars, which is 3.5% higher than the current price of BTC.Last week, it repurchased 139.3 million dollars in STRC and holds 5.1 billion dollars in reserves.

CryptoQuant analyst CW8900 stated that Bitcoin is breaking through the bottom and starting a bullish trend. The spent output profit ratio (SOPR) of long-term holders (LTH) is rising above 1, and the market is shifting from a bearish phase to a neutral one, initiating a comprehensive upward trend.He emphasized that in this cycle, the SOPR has not yet exceeded 6, while historically, cycle tops usually form within this range. This means that long-term holders have not yet experienced a profit-taking phase, and a true bull market rally has not yet occurred. Everything prior has been a preparatory phase for the current upward trend, with LTH holdings at historically high levels and continuing to increase until recently. He believes that the real upward trend is starting now, and the cycle top will appear in the profit-taking range when the SOPR exceeds 6.

According to BBX data, yesterday and in recent days, globally listed companies disclosed their latest official accounts regarding the allocation of crypto assets and leverage expansion strategies. The core dynamics are as follows:Strive (NASDAQ: $ASST) purchased 469 BTC, achieving a total holding milestone of 25,000 coins: According to an 8-K document submitted by Strive to the U.S. SEC, the company bought 469 bitcoins at an average price of approximately $77,954 between September 8 and 11, 2026. As of September 11, Strive's cumulative bitcoin holdings officially reached 25,000 BTC. In addition, its balance sheet also holds 505,000 shares of Strategy STRC preferred stock (fair value approximately $49.81 million) and ample cash of $204.2 million.DeFi Development Corp (NASDAQ: $DFDV) increased its holdings by over 55,000 SOL and launched a $300 million preferred stock ATM plan: Solana treasury company DeFi Development Corp announced that its total SOL holdings increased by 55,491 coins since August 27, and it currently holds approximately 2.3889 million SOL and SOL equivalents (an increase of about 2%). At the same time, the company announced the establishment of a variable rate Series C perpetual preferred stock (code: CHAD) ATM (At-the-Market) plan with a cap of $300 million, with R.F. Lafferty & Co. serving as the exclusive sales agent, and the issue price is expected to be no less than $10 per share par value. The company clearly stated that the net proceeds will mainly be used for further increasing SOL holdings, but the establishment of this plan does not represent an immediate start of financing, and the company currently has no obligation to sell any shares.BitMine increased its holdings by over 27,000 ETH last week, with total holdings exceeding $15.8 billion: Listed mining company BitMine disclosed that it increased its holdings by 27,180 Ethereum in the secondary market last week. As of September 13, 2026, its total Ethereum holdings reached 5,956,378 ETH (approximately 4.9% of the total supply of Ethereum in the network). Currently, the total value of the cryptocurrencies, cash, and other investment assets held by the company is as high as $15.8 billion (including $549 million in cash and securities, 212 bitcoins, $180 million in Beast Industries equity, and a $98 million investment in Eightco Holdings). Among them, the staked Ethereum remains at 5,067,309 coins (accounting for 85% of total holdings), valued at approximately $12.7 billion, with a current annualized staking yield of about $334 million.Capital B increased its holdings by 4 bitcoins: French crypto treasury listed company Capital B officially disclosed that it recently slightly increased its holdings by 4 bitcoins in the secondary market. After this operation, its total bitcoin holdings have risen to 3,525 BTC.

According to Onchain Lens monitoring, Morgan Stanley's MSBT Bitcoin ETF has withdrawn 48.712 Bitcoins from Coinbase Prime again, worth approximately 3.85 million dollars.In the past week, the fund has received a total of 487.13 Bitcoins, worth approximately 38.45 million dollars.

Jack Mallers, CEO of Strike, stated in the first episode of Bitcoin Magazine's television program that Bitcoin and artificial intelligence can help humanity regain time and re-engage in creation. He believes that currency is essentially an abstract form of human time and energy, and poor-quality currency erodes people's time and energy, forcing them to work longer hours to buy a house, go on vacation, or pursue artistic interests; whereas high-quality currency rewards time and energy, and Bitcoin and AI can liberate humanity from the "hard labor" of poor-quality currency. Mallers also cited the Wright brothers as an example, stating that when they invented the airplane, the United States was in a gold standard period.At the time of Mallers' remarks, Bitcoin was experiencing its best market performance in years. In August, Bitcoin rose about 25%, marking the strongest single-month performance since 2026 and the first August since 2021 to record positive returns, closing at around $78,000. This surge was driven by U.S. Treasury Secretary Scott Bessent's expansion of long-term bond repurchases, which lowered yields and triggered billions of dollars in short liquidations, making "devaluation trades" the focus of the market again, with the dollar weakening and the scale of U.S. Treasury debt reaching $40 trillion.Regarding the U.S. economy, Mallers stated that such a level of debt is unsustainable, and whether interest rates rise or fall is irrelevant; everything is inflationary and difficult to sustain. Data released last Friday showed that the core CPI in the U.S. for August, excluding food and energy, rose 0.3% month-on-month, higher than expected. The U.S. is deeply mired in an affordability crisis, and the market widely expects the Federal Reserve to raise interest rates this week to curb inflation.

According to Catcher Predict monitoring, in the "Bitcoin September Price Prediction" event on the Polymarket, the "Yes" option in the submarket "Below $77,500" experienced significant fluctuations in winning probability, soaring from 48.5% an hour ago to the current 66.5% (a fluctuation of 18%). Please note the impact of related breaking news.

BitcoinTreasuries.NET posted on platform X that OranjeBTC CEO Gui Gomes will ring the opening bell at Brazil's largest stock exchange B3 tomorrow, and DIGY11 will start trading on that day.Michael Saylor stated that this is exactly the type of expansion that STRC aims to promote.

The U.S. House Financial Services Committee plans to review H.R. 8957, the "2026 U.S. Reserve Modernization Act," on September 16, 2026 (Wednesday), and the bill will enter the committee voting process.The bill was introduced by Congressman Nick Begich, with Jared Golden as the only Democratic co-sponsor. It aims to establish a strategic Bitcoin reserve at the U.S. Department of the Treasury and create a separate digital asset reserve for non-Bitcoin assets. The bill stipulates that Bitcoin obtained through confiscation will be included in the reserves, and funds from the sale or exchange of non-Bitcoin assets can be used to purchase more Bitcoin or pay off national debt. The Treasury and Commerce Departments will also explore strategies to acquire more Bitcoin in a budget-neutral manner over the next five years, with provisions explicitly stating that funding for purchases cannot come from borrowing, new taxes, or deficit spending. The committee's review is scheduled to begin at 10:00 AM Eastern Time on Wednesday.

According to Bitcoin News, the open interest for Bitcoin futures is 676,820 BTC, valued at 5.264 billion USD. Binance's open interest for Bitcoin futures reaches 142,870 BTC, valued at 1.111 billion USD, accounting for 21.1% of the total.The open interest for Bitcoin call options is 305,530.06 BTC, accounting for 61.39%; the open interest for put options is 192,126.29 BTC, accounting for 38.61%. The 25-delta skew turned positive on August 20, marking the first time in 12 months.

Cryptocurrency asset company Bitmine Immersion Technologies announced last week that it has increased its holdings by 27,180 ETH, bringing its total ETH holdings to over 5.95 million, valued at approximately $1.54 billion, accounting for about 4.9% of the circulating supply of Ethereum. Including cash and other cryptocurrency assets, the company's total holdings amount to approximately $15.8 billion.Bitmine stated that currently over 5.06 million ETH are staked, and based on the current yield, it is expected to generate approximately $334 million in staking income annually, with about 85% of its ETH holdings used for staking. In comparison, the staking ratio for Grayscale Ethereum Staked ETF (ETHE) is 84.6%. Since BTC does not generate native staking income, this strategy has advantages over treasury companies holding Bitcoin. On Monday, Bitmine's stock price remained flat, around $25, having risen nearly 38% over the past month.Meanwhile, Michael Saylor's Strategy has not purchased Bitcoin for the second consecutive week, instead opting to repurchase its STRC preferred shares. Between September 8 and 13, Strategy spent $139.3 million to repurchase approximately 1.42 million shares of STRC, following a previous week where it repurchased $176.3 million worth of STRC. As of September 13, Strategy's Bitcoin holdings remained unchanged at 845,050 coins.

According to Catcher Predict monitoring, in the event of "Bitcoin breaking through on September 15" in the prediction market Polymarket, the "yes" option in the sub-market "78,000" experienced a dramatic fluctuation in winning probability, soaring from 41% an hour ago to the current 60% (a fluctuation of 19%). Please note the impact of related breaking news.

Bitcoin payment service provider Swiss Bitcoin Pay stated that a malicious user has likely gained access to its internal systems. As a precaution, Swiss Bitcoin Pay has temporarily shut down its servers to investigate and protect its infrastructure. Currently, it is believed that the accessed information may include customer email addresses, Bitcoin addresses and IBANs, transaction history, and hashed passwords, but it is unclear if any other information was accessed.User funds are secure, and all amounts owed to users will be fully refunded. There is currently no date for reopening, and the team is working to complete security hardening as soon as possible.

According to Cointelegraph, Alice Liu, the research director at CoinMarketCap, stated in Cointelegraph's Trade Secrets program that Bitcoin may have reached its bottom, and it is unlikely to fall back to the low levels it hovered around for most of the year.She pointed out that Bitcoin dropped to about $59,000 in June, down approximately 53% from its historical high of $126,100 in October, while Bitcoin briefly reached $81,600 in early September, rising about 28% since mid-August, which pushed the CoinMarketCap Fear and Greed Index back into the greed zone.When discussing Hyperliquid, Liu mentioned that network activity does not necessarily translate into token prices. She observed that trading of RWA perpetual contracts, which are pegged to tokenized stocks, ETFs, and indices, had primarily taken place on Hyperliquid over the past two months, but after Binance launched RWA perpetual contracts, trading volume and liquidity quickly shifted, with Binance capturing about 50% market share; however, Hyperliquid still maintains its lead in the DEX space.HYPE recently set a historical high of $86, and Hyperliquid has spent over $400 million on token buybacks, with some price momentum supported by the buybacks. However, the price of HYPE relies on continuous inflows of network revenue to support the buybacks, which is a key observation point.

According to GlobeNewswire, Grayscale Investments announced the launch of Grayscale Model Portfolios. This series consists of professionally constructed model portfolios that provide recommended allocations for the digital asset ecosystem, each designed around different investment objectives to expand its offerings for advisors in a portfolio format.Laurie Katz, Grayscale's Global Distribution Head, stated that advisors are increasingly looking to incorporate digital assets into client portfolios without having to build and maintain allocations item by item. This product combines portfolio construction expertise with over a decade of digital asset experience, enabling advisors to provide exposure to digital assets through a single familiar framework.Each model incorporates multiple digital asset exchange-traded products into a single strategy, covering asset selection, position sizing, diversified allocations, and rebalancing. Grayscale Advisors, LLC delivers the models to financial platforms for advisors to implement in client accounts, with advisors retaining full discretion. The four initial strategies are all market-cap weighted, rebalanced quarterly, with a maximum single asset weight of 40%, including Digital Assets Core Plus, Digital Assets Leaders, Digital Assets Next Gen, and Digital Assets Infrastructure.Digital Assets Core Plus is based on allocations in Bitcoin and Ethereum, and includes assets such as Solana and Chainlink;

According to GlobeNewswire, digital asset management company CoinShares PLC announced its performance for the first half of 2026 ending June 30. Total revenue was $51.4 million, a decrease from $80 million in the first half of 2025. Revenue from asset management was $40 million, capital markets revenue was $11.4 million, and there were operational earnings of $3.4 million.As of June 30, total assets under management were $5.5 billion, down from $7.4 billion on December 31, 2025. During the period, the group had a net inflow of $27.6 million, with CoinShares Physical seeing a net inflow of $155.9 million, while the traditional CoinShares XBT Provider platform experienced a net outflow of $104.6 million.Operating loss was $5.1 million, with segment EBITDA at $21.6 million. The net loss was $23.9 million, which included an unrealized loss of $16.6 million due to XBT pricing differences and an unrealized loss of $15.4 million from inventory digital asset holdings. Net assets were approximately $453 million, with no long-term debt and available capital positions of about $413.9 million.The board plans to seek shareholder authorization for a share buyback program at a special shareholders' meeting on September 15, 2026. The company launched its first Bitcoin mining UCITS ETF in July and completed the acquisition of Bastion in early September.

Bitfinex Alpha's latest report shows that Bitcoin has recently maintained a range of about 5.5% for over 24 trading days, with a cost basis of approximately 840,000 BTC within this range. As profit-taking has noticeably slowed, the seller risk premium has dropped to 7 basis points, one of the lowest levels in the past year, but insufficient buying pressure still limits a breakout.Meanwhile, leverage has accumulated at the upper and lower bounds of the range, with approximately $1.95 billion in short liquidation risk concentrated around $82,000, while there are large-scale long positions in the $75,000 to $76,000 range, which could amplify price volatility following the Federal Reserve's interest rate decision.Bitfinex further pointed out in the report that rising energy costs, increasing real yields, and weakening consumer confidence have made the macro environment more complex. Whether BTC can break through the current range still depends on the Federal Reserve's policy guidance and the subsequent trends in real yields and energy prices.

According to the 8-K document submitted by Strategy to the SEC, the company did not sell any shares through the ATM plan from September 8 to 13, 2026, nor did it buy or sell Bitcoin, maintaining a position of 845,050 coins, with a total holding cost of approximately 6.373 billion USD and an average price of about 75,412 USD.During the same period, the company repurchased 1.4205 million shares of STRC preferred stock for 139.3 million USD, funded by USD Cash, with a remaining quota of approximately 1.05 billion USD for the preferred stock repurchase plan. As of September 13, the USD Reserve balance was 5.1 billion USD, and the USD Cash balance was 1.3 billion USD, a decrease of approximately 139.3 million USD compared to the previous week.

According to Cointelegraph, the cross-chain liquidity protocol Symbiosis announced that it has recovered 15 BTC (approximately $1.1 million) from its Bitcoin bridge vulnerability and deposited it into a multi-signature wallet controlled by the team. The vulnerability occurred last Friday, where the attacker exploited the protocol's flaw to mint 46.1 billion uncollateralized tokens, resulting in a profit of 4.3 WBTC (approximately $336,000).Symbiosis had previously offered a 20% white hat bounty to the attacker for the return of the assets, but the deadline has passed, and the attacker has not responded. The protocol is now offering a 20% bounty to anyone who can provide clues to help recover the assets, while also promising to announce a compensation plan for affected liquidity providers. The affected Bitcoin bridging function remains suspended.

CryptoQuant certified analyst Axel Adler Jr. stated that in the past 24 hours, the price of Bitcoin has slightly increased by 0.4%, but selling pressure in the derivatives market has significantly intensified. The Bitcoin derivatives pressure index has dropped from -25.36 to -60.8, remaining below zero since September 6, indicating that sellers still dominate.Meanwhile, Coinbase continues to trade at a discount relative to Binance, with the latest Coinbase premium index at -0.0455%, a 48-hour average of -0.0323%, and further weakening in the past 24 hours.