News
The day at a glance · 3 min read
Mood · Cautious
+15
Sentiment, −100 to +100
Bitcoin Price
$84,000
ETF Inflows (Mon)
$64.8M-80%
Prior Week Total
$3.3B
Key driverBitcoin recovered to $84,000 as geopolitical uncertainty around US-Iran tensions offset cooling ETF demand after record inflows
Daily briefCrypto & Web3· Money365.Market AI ·

Bitcoin Rebounds to $84K as ETF Flows Cool

BTC recovers above $84K while spot ETF inflows drop 80% after $3.3B week; Ethereum Glamsterdam testnet upgrade scheduled for Oct. 6

Bitcoin & Ethereum

Neutral
BTCETH
Bitcoin rebounded above $84,000 after earlier consolidation, with spot Bitcoin ETFs drawing $30 million in net inflows. The recovery occurred as US 30-year Treasury bond yields reached a 24-year high, with analysts projecting 10-year yields could hit 6%.
US spot crypto ETF inflows declined approximately 80% from Friday's pace after a $3.3 billion week, with combined Bitcoin, Ether, Solana and XRP funds attracting $64.8 million.
Bitcoin consolidated around what analysts described as a trend-defining support zone amid ongoing US-Iran tensions that continued to weigh on risk assets.
Ethereum has scheduled the Glamsterdam upgrade on the Sepolia testnet for October 6, which will bring proposer-builder separation, block-level access lists and new gas pricing, though the mainnet deployment date remains unset.
Ethereum traded near technical support levels as geopolitical developments dominated price action.

Crypto Stocks & Corporate Developments

Bullish

Blockchain.com IPO Target

$500M

Target Valuation

$6B

Saylor Stablecoin Yield

7%
COINMSTR
Coinbase (COIN) received registration from the Commodity Futures Trading Commission for Coinbase Clearing LLC as a derivatives clearing organization, giving the company in-house control over a function previously outsourced to third parties. The entity is described as the first USDC-native derivatives clearinghouse in the United States, with Coinbase Clearing set to accept USDC as collateral and settle around the clock.
MicroStrategy (MSTR) Executive Chairman Michael Saylor outlined a vision for yield-bearing digital dollars built on Bitcoin-backed credit instruments, suggesting digital dollars could offer 7% yields. Saylor's proposal envisions the company's STRC preferred stock playing a role in the proposed financial model.
Blockchain.com is targeting a $500 million IPO this year at a valuation of up to $6 billion, according to reports. The move would mark a significant public market entry for the crypto infrastructure provider.

DeFi & Stablecoin Developments

Neutral

RLUSD Market Cap

$2.52B+85%

XRP Price

$1.51+2.1%

Blocked Hacker Swaps

$50M
AAVEXRP
Aave led DeFi protocols higher as the broader crypto market showed resilience against pressure from the surging bond market, according to reports. The move demonstrated continued demand for decentralized lending protocols despite challenging macro conditions.
Ripple USD (RLUSD) stablecoin reached a market cap of approximately $2.52 billion after growing more than 85% in 2026, while XRP traded near $1.51, up 2.1% over 24 hours but still approximately 59% below its all-time high. The stablecoin's growth has raised questions about the relationship between RLUSD adoption and XRP price performance.
Near Protocol's Intents system blocked $50 million in swap attempts linked to the Bitget hacker, demonstrating security features within DeFi infrastructure. The incident highlighted ongoing efforts to prevent illicit fund movement through decentralized protocols.

Regulation & Policy

Neutral
COIN
Greece joined the EU MiCA register with four cryptocurrency service providers, marking the country's first entries under the Markets in Crypto-Assets regulatory framework. The Hellenic Capital Market Commission expanded its denial of remarks attributed to officials in a report concerning Binance.
The regulatory landscape remained in focus as Coinbase (COIN) secured CFTC clearinghouse registration, representing a significant milestone in bringing traditional derivatives infrastructure into the crypto-native ecosystem. The approval allows the company to vertically integrate its derivatives operations.

Looking Ahead

Neutral

BitMine ETH Target

5%
ETH
Market participants are focused on US economic data releases this week, including Consumer Confidence and Job Openings data today, ADP and PCE price index tomorrow, ISM Manufacturing PMI and Jobless Claims on Thursday, and the NFP report on Friday. These releases could influence Federal Reserve rate expectations and crypto market sentiment.
Geopolitical developments remain the primary near-term catalyst, with Iranian Foreign Minister Araghchi stating he expected a formal answer on Tehran's proposal to reopen the Strait of Hormuz. Trump confirmed that American and Iranian negotiators are engaged in talks through mediators, though he denied reports of offering sanctions relief.
Ethereum's Glamsterdam upgrade deployment on Sepolia testnet October 6 will provide technical focus, though the mainnet implementation timeline remains uncertain.
BitMine could reach 5% of Ether's supply by early November according to projections, though continuation of buying beyond that level remains unclear.

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