“The next major crypto bill is a freight train.”
— Brian Armstrong
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 price gains 8% as September 2025 on track for best in 13 years (Cointelegraph)
- Bitcoin Market Shrugs Off Fed Moves: Analysis (Decrypt)
- Bitcoin repeats May breakout move as analysis expects $118K showdown (Cointelegraph) (E)
- Bitcoin Price Soars Past $117,000 Following Fed’s 25 bps Rate Cut (BeInCrypto) (E)
- 💥 Bitcoin illiquid supply reaches a new all-time high (E)
- Retail Traders Keep Bitcoin Floating Above $117K, But One Whale Move Could Change Everything (CryptoPotato, NewsBTC) (E)
BITCOIN MINING
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JUST IN: 🇱🇦 Laos government will mine Bitcoin to monetize its surplus hydropower and tackle soaring debt. Nations joining the Bitcoin race. 🔥 (E)
BITCOIN ANALYSTS & TRADERS
- Analyst TradingShot says Bitcoin will hit $175,000 in December 2025 (Finbold)
- Bitcoin to test all-time high ‘quickly’ if bulls reclaim $118K: Trader (Cointelegraph)
- Bitcoin has 70% chance of hitting new highs in 2 weeks: Analyst (Cointelegraph) (E)
- Bitcoin Has 25% Chance of Hitting $125,000 This September (UToday)
BITCOIN STRATEGIC RESERVE & CORPORATE TREASURY
- Forward Industries doubles down on Solana strategy with $4 billion equity offering (The Block)
- 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. 🚀
- JUST IN: Metaplanet has successfully raised $1.4 BILLION to buy more Bitcoin. 🚀
- Solana Foundation, Cathie Wood's Ark Invest join $300 million placement for new SOL treasury Solmate (The Block, CoinDesk) (E)
- 🇺🇸 A U.S. Strategic Bitcoin Reserve could create up to $81 TRILLION for the Treasury, according to Michael Saylor’s framework. Enough to offset the national debt. 🤯 (E)
- Sports group Brera pivots to crypto, rebrands with $300M for SOL treasury (Cointelegraph) (E)
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🚨 JUST IN: Michigan Strategic Bitcoin Reserve bill has progressed for the first time since February. It would allow 10% of state funds to be invested in Bitcoin. (E)
ETHEREUM
- Ethereum Price Flashes New $5,400+ Target As Key Metric Drops To 6-Month Low (BeInCrypto)
- ETH Price on Edge: Massive Drop Looms if $4K Breaks (CryptoPotato)
ETF
- Bitcoin ETF Inflows Reverse as Fed’s Hawkish Outlook Triggers Market Caution (CoinDesk)
- DBS Bank teams up with Franklin Templeton and Ripple on tokenized fund solutions (The Block, Cointelegraph, CoinDesk)
- SEC approves first US multi-asset crypto ETP, from Grayscale (Cointelegraph)
- NEW: 🇬🇧 Valour launches world’s first physically-backed Bitcoin Staking ETP on the London Stock Exchange. Backed 1:1 with BTC, offering 1.4% annual yield. 🔥 (Cointelegraph) (E)
- Bitcoin ETFs Break 7-Day Investment Streak In ‘Healthy’ Rebalancing (Decrypt) (E)
- XRP ETF Hit Record Trading As REX-Osprey’s Fund Shines On Cboe Debut (BeInCrypto, Decrypt) (E)
- JUST IN: 🇵🇱 First Bitcoin ETF in Poland is now trading on the Warsaw Stock Exchange (E)
ALTCOINS
- XRP Mega Cycle Signals Repeat of 2017 Face-Melting Rally (CryptoPotato)
- Dogecoin Rises as First US DOGE ETF 'Destroys' Expectations in Early Trading (Decrypt)(E)
- BNB rockets to $1,000 all-time high (Finbold, BeInCrypto)
- Over $1.6 Billion DOGE Sold This Month, But Dogecoin Price Continues Rally (BeInCrypto)
- Solana Price Rally Faces Critical Risk as All Holder Groups Turn Sellers (BeInCrypto, Cointelegraph) (E)
STABLECOINS
- Coinbase now lets users lend USDC onchain with current yields up to 10.8% (The Block, Decrypt, BeInCrypto) (E)
REGULATION
- SEC approves generic listing standards for faster crypto ETF approvals (Cointelegraph, The Block)
- 🇺🇸 SEC updates standards for ETFS, paving the way for Bitcoin and crypto ETF listings without explicit approval. (Decrypt, The Block, Cointelegraph)
- 'End of an era:' SEC approval of exchanges' listing standards marks turning point for crypto ETFs (The Block) (E)
VOICES
- SAMSON MOW: "Bitcoin is heading to $10 million, then dollar-sat parity, where pricing in fiat stops making sense."
- Eric Trump: “Bitcoin and crypto a “perfect hedge to real estate.”
- Michael Saylor: “If Bitcoin hits $100 trillion, there could be $200 trillion in credit built on top of it.”
- Arthur Hayes: Fed Shift Could Catapult Bitcoin to $1 Million.
- Luke Gromen: Knocking Bitcoin’s lack of yield shows your ‘Western financial privilege’ (Cointelegraph)
- Brian Armstrong: Coinbase CEO says the next major crypto bill is a ‘freight train’ (Cointelegraph)
- 🤖 Michael Saylor: "Explains how Ai designed the Bitcoin securities he used to buy $6 BILLION Bitcoin."
- Roger Bayston: Franklin Templeton Head of Digital Assets says Bitcoin and crypto are growing faster than the internet 🔥 (E)
- MICHAEL SAYLOR: “If it’s not going to zero, it’s going to a million.” 🚀 (E)
- MICHAEL SAYLOR: "The first nation to print their own currency to buy Bitcoin wins." (E)
VIDEO OF THE DAY
PODCAST OF THE DAY
Why The World Is Moving Toward Bitcoin, India, & Networks | Balaji Srinivasan | The Pomp Podcast
