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BTC Reclaims $87,000—This Time, It’s Not Just the Shorts Taking a Hit
BTC briefly broke above $87,000, reaching an almost eight-month high, and is currently fluctuating around $85,000. Major coins including ETH and SOL also strengthened, while the crypto market’s total market capitalization climbed back above $3 trillion.
Two forces are behind this rally. First, spot capital has returned: U.S. BTC spot ETFs saw combined net inflows of approximately $593 million on Thursday and Friday, including about $433 million on Friday. Second, a short squeeze: approximately $919 million worth of short pos

BTC Reclaims $87,000, and This Time It’s Not Just Shorts Taking a Beating
BTC briefly broke above $87,000, hitting a new high in nearly eight months, and is currently consolidating around $85,000. Major coins such as ETH and SOL also strengthened in tandem, while the total crypto market cap reclaimed $3 trillion.
Two forces are driving this rally. First, spot capital has returned: U.S. spot BTC ETFs saw combined net inflows of approximately $593 million on Thursday and Friday, including about $433 million on Friday. Second, short sellers were squeezed, with approximately $919 million in short

Crypto total market cap nears $2.9 trillion—has rotation finally arrived?
This rebound is no longer being driven by BTC alone.
The latest data shows that the total crypto market cap has recovered to approximately $2.89 trillion, up nearly 3% in 24 hours; BTC has climbed back above $82k, with a market share of approximately 56.7%. Excluding BTC, the total market cap of the remaining crypto assets is approximately $1.25 trillion, indicating that incremental capital has indeed begun spreading into altcoins.
Market performance is even more direct: ETH has returned to around $2,670, HYPE is up more

FeaturedBTC Holds Above $80k, but It’s Still Too Early for Full Optimism
After reclaiming $80k, BTC is currently fluctuating around $80,400, having briefly touched $81,859 intraday; ETH has retreated to around $2,580, while SOL is around $108.5. Compared with BTC’s decline of less than 1%, ETH and SOL have pulled back more noticeably, indicating that although this rally has begun to broaden, capital has not yet formed a stable consensus around a broad-based rise.
Fund flows have indeed improved somewhat. On September 17, U.S. spot BTC ETFs saw net inflows of approximately $159 million, including about

BTC Reclaims $80k, but This Time It’s More Than Just a Technical Rebound
This BTC rebound is indeed somewhat interesting.
Just a few days ago, the market was still worried about regulatory obstacles and Fed rate hikes, and BTC briefly fell to around $75k; it has now climbed back above $81k, up about 4.2% in 24 hours, with an intraday high of $81,618.
More importantly, capital is starting to return. After two consecutive days of outflows, U.S. spot Bitcoin ETFs recorded approximately $160 million in net inflows again on Thursday. At the same time, risk appetite also spread to U.S. stocks: Coinb

The Fed’s first rate hike in three years—the thing that truly deserves caution is not these 25 basis points, but that the familiar market logic of rate cuts may no longer work.
This time, the rate was raised to 3.75%–4.00%, with all 12 votes in favor. The dot plot was even more hawkish: 16 of the 18 officials expect at least one more rate hike this year. This shows that it is not simply “making a correction,” but telling the market that as long as inflation cannot be brought down, high interest rates will continue.
The market’s reaction was also direct. The Dow closed down about 631 points, th

FeaturedThe Fed’s first rate hike in three years: what is truly worth watching is not these 25 basis points, but that the market’s familiar rate-cut logic may have already broken down.
This rate hike brings the target range to 3.75%–4.00%, passing unanimously with all 12 votes. The dot plot was even more hawkish: 16 of the 18 officials expect at least one more rate hike this year. This shows that it is not simply a matter of “making a minor correction,” but rather a message to the market that as long as inflation cannot be brought down, high interest rates will persist.
The market’s reaction was also

CLARITY blocked: What the market is really dumping is not the bill, but “certainty”
The U.S. Senate vote on the Digital Asset Market Clarity Act was not a final vote, but a procedural vote on whether the bill could enter formal consideration. The final result was 49 votes in favor and 50 against, falling short of the 60-vote threshold. The bill has therefore been temporarily blocked, but that does not mean it is completely dead. Republican Senator Tillis strategically voted against it and introduced a motion to reconsider, theoretically preserving room for a restart.
What is truly worth noting

This week’s FOMC is indeed somewhat unusual. The Fed will announce its rate decision and economic projections in the early hours of September 17 Beijing time. The market is currently pricing in about a 95% chance of a 25-basis-point rate hike, while institutions including Goldman Sachs and JPMorgan have also shifted toward expecting a hike. The rate range may rise to 3.75%–4.00%.
The reason is straightforward: U.S. CPI rose 0.4% month-on-month and 3.4% year-on-year in August, while PPI reached 5.4% year-on-year. Combined with oil prices rising again, inflationary pressure clearly has not yet p

FeaturedThis week’s FOMC is indeed somewhat unusual. The Fed will announce its rate decision and economic projections in the early hours of September 17 Beijing time. The market is now pricing in roughly a 95% chance of a 25-basis-point rate hike, while institutions including Goldman Sachs and JPMorgan have also shifted toward expecting a hike. The target range may rise to 3.75%—4.00%.
The reason is straightforward: U.S. CPI rose 0.4% month-on-month and 3.4% year-on-year in August, while PPI rose as much as 5.4% year-on-year. Coupled with oil prices rising again, inflationary pressure clearly has not

Many people study @RiverdotInc第一眼都在看“cross-chain.”
But from the perspective of a long-term token holder, I think River’s other value is actually more direct:
It solves the problem of “I don’t want to sell my coins, but I want to use the money.”
This scenario is extremely common in crypto.
For example, someone is bullish on BTC for the long term and holds 1 BTC. When the market is doing well, the most awkward situation isn’t missing out on profits, but suddenly encountering a new trading or DeFi opportunity and having to decide whether to sell.
If they sell, they worry BTC will continue rising.

Payments aren't talked about—they're used.
When evaluating a Web3 payments project, I basically no longer focus on how grand the story is. I first look at whether it can actually put on-chain funds to use.
@Polyflow_PayFi takes a fairly direct approach: PolyFlow Card connects to everyday spending, its eSIM service supports cross-border travel, and global payroll payments serve digital nomads; Scan to Earn converts purchase receipts into on-chain benefits, while Yield to Earn allows idle liquidity to continue generating returns.
Individually, these products are not particularly complex, but tog

ETF funds haven't finished exiting, but BTC was first held down by macro factors
The most noteworthy thing about Bitcoin over the past two days is not that ETF flows turned negative for a single day, but that fund flows and price have begun to diverge.
From September 2 to 4, U.S. spot Bitcoin ETFs recorded net inflows for three consecutive trading days, totaling approximately $1.01B, including about $731 million in inflows on September 3 alone. On September 8, overall flows turned into a net outflow of $46.6 million, mainly due to a $65.5 million outflow from GBTC; meanwhile, IBIT, BITB, and A

ETF funds haven’t fully fled, but BTC was pinned down by macro factors first
The most noteworthy thing about Bitcoin over the past two days is not that ETF flows turned negative for a single day, but that fund flows and price have begun to diverge.
From September 2 to 4, U.S. spot Bitcoin ETFs recorded net inflows for three consecutive trading days, totaling approximately $1.01B, including roughly $731 million in inflows on September 3 alone. By September 8, the overall flow had turned into a net outflow of $46.6 million, with the main pressure coming from a $65.5 million outflow from GBTC; me

Crypto treasuries have not cooled off; they have simply begun to diverge
A clear shift has emerged in this round of corporate crypto treasury activity: everyone is allocating, but the strategies are no longer the same.
Strive spent approximately $109 million last week to acquire an additional 1,375 BTC at an average purchase price of $79,281, bringing its total holdings to 24,531 BTC. More notably, approximately 70% of the funds came from SATA perpetual preferred stock, indicating that it is still actively expanding through the capital markets.
BitMine is taking a different path. As of Septemb