V-neck

## **Bitcoin’s $80,000 Breakout Expectation Heats Up, Institutionalization Presses the “Turbo Button”**
As Bitcoin’s price fluctuates around the $70,000 level, market expectations of a breakthrough to $80,000 have strengthened significantly. Citing analysts’ views, Forbes points out that continued net inflows into Bitcoin spot ETFs, demand for risk-asset allocation under the Federal Reserve’s rate-cut cycle, and supply contraction following the 2024 halving event together form the drivers pushing prices higher.
More striking are the actions on the institutional side. The options open interes

This cycle welcomes a long bull market: BTC/Gold correlation has risen to an all-time extreme, BTC’s main upward phase has yet to begin, and in altcoins, focus only on the established leaders ZEC, HYPE, UNI, and NEAR
Tuesday, September 29, 2026, at 2 p.m. After several months of silence, Benson returned to 168X. Over the past few months, he devoted much of his time to his family, while focusing mainly on lending and arbitrage in trading. It was only recently, when signs of the market’s “early bull” phase reappeared, that he began increasing his directional trading again.
In this episode of 168

Yesterday, September 24, the 30-year U.S. Treasury yield touched a new high since 2004, while the Nasdaq Composite rose 0.01% to close at 26939.373, and Oracle fell 3.47% following a “force majeure” notice. On the same trading day, Google made progress in two diametrically opposite directions: its partner Fervo Energy’s Cape Station geothermal power plant, located 2,000 meters underground in Utah, achieved the world’s first utility-scale enhanced geothermal power generation; meanwhile, Google confirmed that the first test satellite of Project Suncatcher, equipped with its self-developed chips,

ZetaChain’s governance proposal passed with a 99.4% approval rate, and ZETA will migrate to the Solana network. The decision is regarded as an important development in the migration of cross-chain projects and competition among public-chain ecosystems, while subsequent execution arrangements remain to be disclosed.
Governance proposal passes by a wide margin, ZETA migration direction finalized
ZetaChain’s governance proposal has passed with an approval rate of 99.4%. According to the proposal results, ZETA will migrate to the Solana network. The voting result confirms ZetaChain’s migration dir

Standard Chartered has published a research report on Arbitrum and initiated coverage of ARB for the first time, forecasting that ARB will rise from approximately $0.50 currently to $1.50 by the end of 2027, $3.50 by the end of 2028, and reach $10 by the end of 2030—approximately 20 times its current price. Standard Chartered believes Arbitrum has unique advantages in helping traditional financial institutions migrate their businesses on-chain, and expects the global tokenized asset market to grow from approximately $340 billion currently to $4 trillion by the end of 2028, with the share deplo

According to Yonhap Infomax, on September 14, South Korea’s 3-year government bond yield rose to 4.037%, up 1.7 basis points from the previous trading day’s surveyed closing price; the 10-year government bond yield fell 2.2 basis points to 4.520% in mixed trading. Early trading was driven by U.S. economic data and oil prices. The U.S. core Consumer Price Index (CPI) rose 0.3% month-on-month in August, exceeding expectations and reinforcing market expectations of a Federal Reserve rate hike in September. Meanwhile, Saudi Arabia shut down a key oil pipeline bypassing the Strait of Hormuz, pushin

Li Lin sold a luxury mansion in London for £190 million, earning more than £50 million after holding it for two years
Bloomberg: SemiAnalysis has acquired Citrini Research, with the founder continuing to serve as CEO
Moonshot AI: Online information about the founder and employees is maliciously fabricated, and the matter has been reported to the police
Ethereum spot ETFs saw net inflows of $216 million yesterday, with BlackRock's ETHA leading at $149 million
Mecka AI is set to complete a funding round led by Sequoia, with a valuation of approximately $500 million
CryptoQuant analyst: Bitcoin m

Even before the UNIfication reform, UNI governance had begun addressing the aforementioned pain points. In September 2025, a governance vote approved the establishment of DUNI—an unincorporated nonprofit association in Wyoming—as the DAO’s legal vehicle. While preserving Uniswap’s decentralized governance process, DUNI gives the governance system a legitimate legal identity: it can sign contracts, hire service providers, manage funds and contractual obligations, and handle regulatory compliance and tax-related matters. The structure also provides liability protection, meaning participants will

On September 9, Pump.fun launched Custom Pairs. New coins are no longer locked into SOL and USDC as quote assets, but can now be paired directly with tokenized U.S. stocks, major cryptocurrencies, and metals, with the platform officially claiming a total of 93 assets. This means that if you launch a meme coin based on NVIDIA (NVDA), your coin will move alongside NVIDIA’s micro order book. Although Robinhood Chain had already sent the DEX trading volume of tokenized stocks soaring in July, Pump.fun has now directly connected that traffic pipeline to the “coin launch portal.” However, based on t

Money Travels Season 4, Episode 8, presented by Visa. For decades, migrant workers sending money home have had to endure incredible friction—because legacy banks (traditional banks) were unwilling to serve them. This exclusion instead sparked a wave of innovation: emerging economies used mobile wallets and real-time networks to leapfrog the West, but also left behind a massive interoperability gap.
This episode’s guest is Cecilia Tamez, Chief Strategy Officer and Head of Data Science at Euronet Worldwide, overseeing a vast global network spanning Ria, XE, and Dandelion. She is an immigrant her

Robinhood Chain has recently become a new hotspot in the on-chain market. According to The Block’s August 31 report, Robinhood Chain saw an explosion in on-chain activity in late August, with daily DEX trading volume reaching approximately $989 million on August 28, setting a new phase high; on-chain DeFi protocol TVL also rose to approximately $708 million, nearly doubling from the previous month. CoinDesk also recorded that the chain processed 5.52 million transactions on August 30, with DEX trading volume of approximately $875 million and 24-hour application revenue of approximately $2.66 m

#美伊局势恶化原油大涨5.7% August 27, IREN, an AI cloud company transformed from a Bitcoin mining enterprise, released its fiscal 2026 financial results. Its full-year revenue grew to $707 million, but net cash outflow from investing activities reached $4.723 billion, more than three times that of the previous fiscal year.
In addition to the $4.7 billion already spent, as of June 30, IREN still had $13.81 billion in capital commitments, mainly related to AI hardware and data center construction. A year earlier, that figure was just $369 million.
Beyond GPUs, IREN spent another $148 million to acquire da

In the nearly half-year-long U.S.-Iran conflict, a military operation on August 30 local time broke a month-long period of relative calm. The war, which began in February, had already entered a pause due to diplomatic mediation and economic sanctions strategies. But this weekend, the two sides exchanged fire again, sending Brent crude above $90 and pushing all three major U.S. stock indexes lower, once again putting markets on edge.
Why the Conflict Resumed
The Direct Trigger: An Attempt to Mine the Strait of Hormuz
On August 30 (Sunday), U.S. Central Command confirmed that the U.S. militar

Bitcoin is testing the “largest supply wall” at $80k. According to Glassnode on-chain data, 8% of Bitcoin holdings are concentrated in the $80k-$82k range, and the ETF average cost basis is also in the same area, meaning a large amount of trapped selling pressure must be absorbed for a breakout.
(Previously: Glassnode technical analysis report: Bitcoin’s short-term support levels are at $83.4k and $80.7k)
(Background: Bitcoin decisively climbs above $80,000! Glassnode: Two major on-chain defenses reclaimed, and the $2 billion “Gamma bomb” could trigger another short squeeze)$GT

Bitmine Chairman Tom Lee recently appeared on The Milk Road Show, discussing Ethereum’s central role in the financial system over the next five years. Tom Lee noted that ETH is currently severely undervalued due to the tokenization trend and demand from AI agents for on-chain transactions. He believes the current market movement is a “course correction,” signaling that the ETH-to-BTC ratio is set for a major rebound.
$BTC ‌

PANews reported on August 6 that, according to Cryptoslate, Bitcoin mining company Cipher Digital sold 1,619 bitcoins for $123.4 million, realizing a loss of $47.7 million. Its filings showed interest expenses of $66.7 million versus mining revenue of $24.8 million, a ratio of approximately 2.7:1. As of the end of June, Cipher held 646 bitcoins worth $37.8 million. Quarterly mining revenue declined from $43.6 million in the same period last year, while it reported a loss of $23.5 million in the second quarter.

PANews August 2, Galaxy Research posted on X that a third wave of attacks has targeted addresses generated by Coldcard, with 207.7294 BTC stolen so far. Currently, the total estimated loss from the Coldcard attack is 1,367.05 BTC (about $88.6 million), affecting 4,585 addresses.
Earlier, regarding the Coldcard incident, Galaxy Research released its research findings: 1,196 addresses were completely wiped out, totaling 1,082.65 BTC, worth more than $70 million. The attack occurred within 41 minutes, and it happened about 30 hours earlier than the time Coldcard publicly issued the warning. #USD1

In a news report, Coinbase CEO Brian Armstrong said that AI will make crypto technology more important rather than replacing it. AI agents will rely on stablecoins and blockchain networks for payments, trading, and financial services, and in the future the daily transaction volume completed by AI agents may exceed the total of all humans. He noted that traditional banking systems were not designed for software to run 24/7, and that AI agents need real-time programmable money. Coinbase is positioning USDC, the Base blockchain, and the x402 payment protocol as core infrastructure for this market

The company that is closely tied to Eric Trump recently disclosed to the public that its Bitcoin holdings increased from more than 7,000 coins at the end of Q1 to 8,000 coins. At the same time, the company announced a 1-for-15 reverse stock split, combining every 15 shares of the existing stock into 1 share of the new stock. A reverse stock split can only raise the per-share trading price and does not change the company’s overall valuation; the total market value of investors’ holdings also will not change at the moment the reverse split is completed.

The crypto market sees a broad rebound. Ethereum surged from a 24-hour low of $1,605 all the way to $1,725, now at $1,706, leading the market with a 6.26% daily gain; Bitcoin rebounded from yesterday's low of $59,776 to $61,507, up 2.86%. Driven by a short squeeze, the total liquidation across the market in 24 hours reached $458 million, with shorts accounting for the majority, as $174 million in short positions were liquidated in 12 hours. Although the Fear and Greed Index has recovered to 21, it remains deep in "extreme fear," showing a clear divergence between sentiment and price.
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