CryptoSlate

.@brian_armstrong thinks Bitcoin has bottomed and calls $400K by 2030 a “reasonable target.”
$BTC remains near $77K. Galaxy says a weekly close above its 50-week average, around $81.5K, would strengthen the case that the bear market is over.

A Philadelphia Fed paper found Bitcoin wallets were more likely to trade in a whale’s direction within 15 minutes of an alert. Ethereum activity changed little.
The researchers could not establish that alerts caused the response.

Circle agreed to buy Tazapay for $400M in stock, adding local-currency payout routes across 100+ markets if the deal closes.
The purchase would help turn stablecoin transfers into money recipients can use. Closing is expected in 2027, pending approvals.

🤖 PREDICTION MARKET: Anthropic’s September AI lead just got harder to dismiss.
It now tops the prediction market at 88.5% after launching Claude Fable 5.1 and Mythos 5.1, with the Arena snapshot due Sept. 30.

US CPI and PPI each rose 0.4% in August. Monthly core CPI accelerated to 0.3%, even as its annual rate eased to 2.4%.
That gives the Fed reason to keep rates restrictive, leaving leveraged Bitcoin buyers facing higher financing costs.

🗞 Top Crypto Gainers & Losers: Fri, Sep 11 (24H)
📈 Biggest Gainers
牛来 (Niu Lai) +61.40%
STONK (STONK) +68.17%
Theta Fuel (TFUEL) +25.56%
📉 Biggest Losers

Hunter Biden’s Laptop (LAPTOP) -28.95%
MultiversX (EGLD) -11.17%
AKEDO (AKE) -11.27%

Circle is ending USDC support on Noble, forcing roughly $92M to move across more than 50 Cosmos-linked chains.
Minting stops Oct. 13, and legacy cross-chain burn limits start tightening Oct. 31. Cosmos is moving its main USDC route to Injective.

Treasury bought $5.187B of long-dated bonds, but the signals Bitcoin traders were watching moved the other way.
The 10-year real yield rose to 2.55%, while spot Bitcoin ETFs posted $282.7M in net outflows. Treasury was buying its own older debt—not injecting liquidity like the Fed.

Bitcoin trades around the clock, but its biggest moves increasingly happen during US market hours.
From 2022 to 2025, just nine US-session hours accounted for 50.6% of daily realized variance. On NYSE holidays, that share fell to about 41.9%.

Bitcoin gained ~0.2% after Friday’s $2.24B options expiry, then erased the bounce within two hours.
The move fell short of a reversal seen in past research. Public data couldn’t establish whether the same options positioning was present this time.

BitMine reports 5.07M ETH staked, equivalent to 11.8% of Ethereum’s active stake.
It hasn’t disclosed how validator signing keys are split among operators. Without that breakdown, the ETH total alone cannot establish its control over consensus.

A profitable Bitcoin trade can still get liquidated if the stock collateral backing it falls far enough.
Trading venues now let equities and crypto share one margin account, tying a position’s survival to assets beyond the trade itself.

🤖 PREDICTION MARKET: Anthropic has IPO scale, but does it need public money?
An IPO by year-end leads the prediction market at 88.5%, while its $65B private raise may reduce the urgency to list.

Trezor and BitBox warn of phishing emails impersonating them. A fake Trezor alert claims an “STM32 Entropy Vulnerability.”
Trezor says its email provider was breached and wallets remain safe. Ignore the links and never share recovery words.

LlamaRisk proposes higher USDe borrowing costs across five Aave markets.
Borrow rates already exceed sUSDe’s reported 4.72% APY, leaving simple borrow-and-stake loops losing money before incentives and costs. The changes would widen that gap.

HIVE says it averaged over $1M in daily revenue from Aug. 21 to Sept. 10. Bitcoin mining supplied more than 90%; GPU cloud brought in about $100K a day.
Its $600M+ cloud pipeline includes letters of intent, with future revenue not guaranteed.

Bitcoin fell below $77K as Brent topped $105 and the US 10-year yield hit 4.93%.
Buyers are defending support near $76K ahead of Sept. 11 CPI. The report will capture only part of the latest oil surge, leaving further inflation pressure unresolved.