Sept 22: Bitcoin Holds Above $85K as ETF Inflows Explode and Corporate Buyers Come Back

Sept 22: Bitcoin Holds Above $85K as ETF Inflows Explode and Corporate Buyers Come Back

Bitcoin held above $85,000 after briefly trading above $87,000, while U.S. spot Bitcoin ETFs recorded approximately $999 million in net inflows on Monday. Matt argues that this is an important transition point because the short squeeze that helped drive the initial breakout cannot continue indefinitely. The next leg higher needs genuine buyers, and the surge in ETF demand, combined with new purchases from Strategy and Strive, provides stronger evidence of sustained demand.


Elsewhere, Binance invested $100 million in Circle while also facing another U.S. sanctions investigation involving Iranian activity. White hats recovered another 52 Bitcoin tied to the COLDCARD exploit, X added trading links to stock and crypto cashtags, and Cardano joined the x402 payment standard for autonomous AI agents. Matt remains bullish on the improving infrastructure around crypto but wants Bitcoin to establish the low-to-mid $80,000 range as support before assuming the rally can continue indefinitely.


Happy HODLing

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Sept 21: Craig Cobb's $83K Level Breaks as Shorts Get Crushed. Bitcoin Rips Above $85K!

Sept 21: Craig Cobb's $83K Level Breaks as Shorts Get Crushed. Bitcoin Rips Above $85K!

Bitcoin surged above $85,000 after finally clearing the roughly $83,000 level that both Matt and Craig Cobb have been watching. Craig explains that the breakout does not automatically create a monthly...

21 Sep 21min

Sept 18: Bitcoin Pushes Back Toward $78K as Wall Street Moves Deeper Onchain

Sept 18: Bitcoin Pushes Back Toward $78K as Wall Street Moves Deeper Onchain

Bitcoin moved back toward $78,000 as spot ETF flows returned to positive territory, although Matt argues the market remains sideways rather than in a confirmed recovery. The bigger structural story is...

18 Sep 24min

Sept 17: Bitcoin Holds Near $77K After the Fed Hike as Institutional Crypto Keeps Expanding

Sept 17: Bitcoin Holds Near $77K After the Fed Hike as Institutional Crypto Keeps Expanding

Bitcoin remained around $77,000 after the Federal Reserve delivered its widely expected 25-basis-point rate hike, with Matt arguing that the decision itself had already been priced into markets. The m...

17 Sep 12min

Sept 16: The CLARITY Act Failed. Trump Gave Democrats the Political Opening They Needed.

Sept 16: The CLARITY Act Failed. Trump Gave Democrats the Political Opening They Needed.

The Senate failed to advance the CLARITY Act in a 49-50 cloture vote, well short of the 60 votes required. Democrats centered their opposition on ethics concerns surrounding President Trump's crypto b...

16 Sep 24min

Sept 15: Bitcoin Slips Below $77K as the 10-Year Breaks 5% and CLARITY Faces Its Big Vote

Sept 15: Bitcoin Slips Below $77K as the 10-Year Breaks 5% and CLARITY Faces Its Big Vote

Bitcoin slipped below $77,000 as the 10-year Treasury yield moved above 5%, oil remained above $100 and markets heavily priced a 25-basis-point Fed rate hike for Wednesday. ETF flows have also weakene...

15 Sep 13min

Craig's Biggest Trade This Week Is Staying in Cash

Craig's Biggest Trade This Week Is Staying in Cash

Craig starts the week largely in cash after last week's CPI and PPI volatility produced a massive Bitcoin whipsaw capable of stopping out traders on both sides of the market. Bitcoin remains consolida...

14 Sep 5min

Sept 14: Bitcoin Holds Near $78K as Oil, Yields and AI Fears Hit the Markets

Sept 14: Bitcoin Holds Near $78K as Oil, Yields and AI Fears Hit the Markets

Bitcoin remains around $78,000 as oil trades above $100, the 10-year Treasury yield flirts with 5% and markets prepare for Wednesday's Fed decision. Matt remains cautious on Bitcoin's near-term outloo...

14 Sep 21min

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