"Buy Bitcoin before governments adopt, prices may escalate significantly."
— Adam Back
QUESTION OF THE DAY
If ETF demand accelerates and the illiquid stack grows, what position size (not just exposure) makes sense for Q4—and which hedges would keep you in the trade if volatility spikes?
BITCOIN PRICE ACTION
- Bitcoin may hit $120K on Wednesday (Cointelegraph)
- Bitcoin has closed above $100,000 for 130 days in a row.
- Bitcoin's growth engine is running out of steam (Cointelegraph)
- Bitcoin price taps $117K as traders brace for Fed rate cuts (Cointelegraph)
- Bitcoin price gains 8% as September 2025 on track for best in 13 years (Cointelegraph)
- Bitcoin Market Shrugs Off Fed Moves: Analysis (Decrypt)
BITCOIN ANALYSTS & TRADERS
- Bitcoin analyst Jelle predicts 35% rally after 9th bullish RSI signal fires (Cointelegraph)
- 42% of Bitcoin's circulating supply could become illiquid by 2032 due to Bitcoin treasury accumulation. - Fidelity Bullish. 🐂
- Bitcoin Traders Should Pay Attention to Japan as Top Economist Warns of Debt Implosion (CoinDesk)
- 🇺🇸 BANK OF AMERICA: Most investors have ZERO allocation to Bitcoin and crypto. 67% of fund managers hold no crypto. It's still early. 🚀
- Analyst TradingShot says Bitcoin will hit $175,000 in December 2025 (Finbold)
BITCOIN ADOPTION
- Oil and gas giant Shell now accepting Bitcoin in South Africa. Global bitcoin adoption is accelerating. 🔥
- 🇩🇪 $500 billion Santander’s Openbank launches Bitcoin and crypto trading for retail clients in Germany. 🚀
- Can Bitcoin Fix US Housing? FHFA’s Crypto Mortgage Move Gains Attention as Crisis Deepens (BeInCrypto)
BITCON MINING
- Bitcoin mining stocks outperform BTC as investors bet on AI pivots (Cointelegraph)
BITCOIN STRATEGIC RESERVE & CORPORATE TREASURY
- Solana Treasury Companies May Outshine BTC and ETH in 2025 (CryptoPotato)
- 🇫🇷 Publicly traded Capital B raises $63 MILLION to buy more Bitcoin. $Millions in corporate Bitcoin buys are happening every single day. 📈🚀
- 🇨🇳 China's Next Technologies to raise $500 MILLION to buy Bitcoin for their treasury. Asia is hopping on board the Bitcoin train. 🚂
- Solana corporate treasuries hit $4B as companies scoop up 3% of supply (Cointelegraph)
- Metaplanet Sets Up U.S., Japan Subsidiaries, Buys Bitcoin.jp Domain Name (CoinDesk, The Block, Cointelegraph)
- Forward Industries doubles down on Solana strategy with $4 billion equity offering (The Block) (E)
- JUST IN: 🇺🇸 GD Culture Group to buy 7,500 Bitcoin worth $876 MILLION through its Pallas Capital deal. This moves GDC into the top 15 public companies by Bitcoin holdings. 🚀 (E)
- JUST IN: Metaplanet has successfully raised $1.4 BILLION to buy more Bitcoin. 🚀 (E)
BITCOIN WHALES
- Bitcoin whale moves $116 million in BTC after 11-year dormancy (The Block, Cointelegraph, The Daily Hodl)
ETHEREUM
- Ethereum Faces the $5,000 Question as Altcoin Season Commences (BeInCrypto)
- Ethereum Bulls Target $8,500 With Big Money Backing The Move (NewsBTC)
- ETH Exit Queue Hits All-Time High After Kiln Withdrawal Sparks $11 Billion Unstake (BeInCrypto)
- 90,000 ETH Offloaded by Whales in Past 48 Hours Shared by Analyst (UToday)
ETF
- Bitwise files for stablecoin, tokenization ETF with US SEC (Cointelegraph, The Block, Decrypt)
- Bitcoin ETFs Record Strongest Inflows Since July, Push Holdings to New High (Decrypt)
- CME Group plans to launch options on Solana and XRP futures next month (The Block, BeInCrypto)
ALTCOINS
- Solana Stronger Bet Than ETH as SOL Holds Key Support, Says Analyst (CoinDesk)
- Solana Price Eyes Next Leg Up Amid Growing Social Interest and New Demand (BeInCrypto)
- Solana Builds Case For Next Leg Up As Moving Averages Underscore Bull Run (NewsBTC)
POLITICS
- U.S. and U.K. to announce closer cooperation on crypto regulation. -FT
- 🇺🇸 Senate confirms pro-Bitcoin advocate Stephen Miran to the Fed Board. Bitcoiners are taking over Washington. 🔥(Decrypt)
-
🇺🇸 Senator Cynthia Lummis to hold a meeting in Washington today to advance her strategic Bitcoin reserve bill. The proposal includes buying up to 1 million Bitcoin. 🚀
REGULATION
- Coinbase urges DOJ to establish uniform crypto oversight amid state-level conflicts (The Block)
- SEC listing rules to boost crypto ETFs, but no guarantee of inflows: Bitwise (Cointelegraph)
- SEC approves generic listing standards for faster crypto ETF approvals (Cointelegraph, The Block) (E)
- JUST IN: 🇺🇸 SEC updates standards for ETFS, paving the way for Bitcoin and crypto ETF listings without explicit approval. (E)
VOICES
- ADAM BACK: "Buy Bitcoin before governments adopt, prices may escalate significantly." Time is running out. ⏳
- Robert Kiyosaki: Teases new documentary “Money Disrupted: End the Fed” 🎬 Critiques the Fed’s money printing and highlights Bitcoin as the solution. 🚀
- Henrik Zeberg: Economist says Bitcoin Will Crash to Prices Lower Than ‘What Most People Can Understand’ (The Daily Hodl)
- Grant Cardone: Real estate mogul warns Saylor’s Bitcoin treasury mania is over (The Street)
- Mark Newton: ETH Going to $5,500 by Mid-October, Says Fundstrat’s Global Head of Technical Strategy (CoinDesk, UToday)
- Dan Morehead: Pantera founder says Solana is firm’s biggest crypto bet with $1.1 billion position (The Block)
- Standard Chartered: Ethereum Treasuries Emerge as Strongest Bet | US Crypto News (BeInCrypto)
- Fidelity: Predicts Massive Bitcoin Supply Crunch—28% to Vanish From Market (BeInCrypto)
- Tom Lee: Fundstrat Predicts ‘Monster Move’ for Bitcoin and Ethereum in Next Three Months (The Daily Hodl)
- SAMSON MOW: "Bitcoin is heading to $10 million, then dollar-sat parity, where pricing in fiat stops making sense." (E)
- Eric Trump: “Bitcoin and crypto a “perfect hedge to real estate.” (E)
- Michael Saylor: “If Bitcoin hits $100 trillion, there could be $200 trillion in credit built on top of it.” (E)
- Arthur Hayes: Fed Shift Could Catapult Bitcoin to $1 Million. (E)
VIDEO OF THE DAY
PODCAST OF THE DAY
FinTech Meets Crypto: The Future of Global Payments | Simon Taylor | Bankless
