bitcoin

The cryptocurrency exchange platform Binance has seen a net outflow of over 13,800 Bitcoins, setting a record for the largest single-day net outflow since 2023. Based on the price at that time, the related assets are valued at approximately 1.15 billion dollars. Binance's Bitcoin reserves decreased from about 705,000 to approximately 685,000 within four days, a reduction of about 20,000, valued at around 1.66 billion dollars.On-chain analyst Darkfrost stated that the outflow of Bitcoins from Binance is part of a broader accumulation trend, with some investors choosing to self-custody their Bitcoins. The related outflows may also be associated with institutional custody, internal wallet management, and other operational arrangements, and should not be viewed solely as evidence of accumulation behavior. After a recent rise, Bitcoin has retraced and is currently maintaining a range between 83,000 and 84,000 dollars, staying above 83,000 dollars. Market participants are paying attention to whether this price level can continue to receive support, as well as whether the outflow of Bitcoins from Binance and the decline in exchange reserves will continue.

In a speech on Monday, UK Chancellor of the Exchequer John Healey criticized Reform Party leader Nigel Farage's stance on Bitcoin, calling him "Liz Truss with a Bitcoin account." Healey stated that Farage wants the public to believe he is a representative of the common people, but on economic issues, he is simply "Liz Truss with a Bitcoin account." Liz Truss is the UK's shortest-serving Prime Minister, widely criticized for her 2022 mini-budget driven by debt. Healey also mentioned that his party, the Labour Party, will help the UK lead through fiscal discipline, good jobs, and a strong industry.Farage has long been a political supporter of cryptocurrency, primarily viewing Bitcoin as a matter of personal freedom since 2020, and opposing state control over currency. He has stated that he was denied banking services by the UK private bank Coutts, which led him to take a greater interest in digital assets. Last year, at the Bitcoin 2025 conference in Las Vegas, he claimed that if elected Prime Minister, he would cut crypto capital gains tax and force the Bank of England to establish Bitcoin reserves.Farage has faced criticism this year for accepting donations from cryptocurrency entrepreneurs, including tech entrepreneur and Tether investor Christopher Harborne, as well as Ben Delo, one of the founders of the now-closed crypto exchange BitMEX. The Metropolitan Police have launched an investigation into reports of Reform violating overseas donation rules, with Reform denying any wrongdoing and stating that they will cooperate.

According to Bloomberg, citing informed sources, the cryptocurrency exchange and wallet service provider Blockchain.com plans to complete its initial public offering (IPO) this year, aiming to raise approximately $500 million, with a target valuation range of $4 billion to $6 billion.Informed sources stated that if the listing process requires it, the company is also willing to accept a smaller issuance plan. Blockchain.com reached a valuation of $14 billion during the last peak of the cryptocurrency market, and this target valuation is significantly lower than that level. In May of this year, the company secretly submitted a draft registration document to the U.S. Securities and Exchange Commission to pave the way for a potential IPO, at that time not disclosing the number of shares to be issued or the price range.This listing plan comes as the capital market environment for cryptocurrency companies is reopening. Since mid-August, when the U.S. Treasury announced a significant increase in long-term Treasury bond repurchases, the price of Bitcoin has risen by more than 30%, driving an overall rebound in the cryptocurrency market. However, market conditions remain challenging; according to Bloomberg data, the stock prices of recently listed companies Gemini, BitGo, and eToro have fallen by about 50% to 80% from their post-listing highs.

Onchain Lens reported that BlackRock has withdrawn approximately $126.95 million in crypto assets from Coinbase Prime in the past 40 minutes.This includes about 1,150 Bitcoins, worth approximately $95.43 million, and about 11,840 Ethereums, worth approximately $31.52 million.

According to Bitcoin Magazine, Bitcoin software provider Breez announced that applications built on its Breez SDK now support users receiving stablecoin payments from over 30 networks using their Bitcoin balance.Breez stated that after the recipient selects the network and amount of the payer, the SDK generates a deposit address and displays the amount received, while the payer pays from their wallet as usual; Flashnet completes the exchange in the background, and the funds ultimately enter the recipient's non-custodial wallet in the form of Bitcoin, or in the form of USD if the stable balance feature is used.In June of this year, Breez launched the ability to send USDT/USDC, allowing a single Breez-powered balance to transfer stablecoins bi-directionally across almost all networks. This update is the latest in a series of usability upgrades, following the rollout of features such as Passkey login, Cash App instant account opening, and stable balance. Breez also launched a reference application called Glow in August to showcase the capabilities of the SDK.The Breez SDK is a developer toolkit that allows applications to add Bitcoin payments without having to build their own payment infrastructure, covering wallet creation, sending and receiving, and Lightning Network payments. Developers can provide Bitcoin functionality with minimal code, without needing to run nodes or manage liquidity.In July of this year, Breez announced a partnership with Turnkey, allowing developers to add non-custodial Bitcoin support to wallet applications running on their own servers.

According to Catcher Predict monitoring, in the market prediction event "Bitcoin September Price Prediction" on Polymarket, the "is" option for the sub-market "below $82,500" experienced a dramatic fluctuation in winning probability, soaring from 58.5% an hour ago to the current 84.5% (a fluctuation of 26%). Please note the impact of related breaking news.

According to SoSoValue data, as of 8 AM Eastern Time on September 28, 2026, the total net purchase of Bitcoin by global listed companies (excluding mining companies) for the week was $239 million, an increase of 30.4% compared to last week.Strategy (formerly MicroStrategy) purchased 1,665 Bitcoins last week at a price of $85,681, spending approximately $143 million, bringing its total holdings to 847,666 Bitcoins.The Japanese listed company Metaplanet did not purchase any Bitcoin last week, marking eleven consecutive weeks without a purchase.In addition, three other companies announced Bitcoin purchases or holdings last week. The French Bitcoin company Capital B announced on September 28 that it purchased 13 Bitcoins at a price of $85,693.40, bringing its total holdings to 3,538 Bitcoins; asset management company Strive announced on September 28 that it spent approximately $94.53 million last week to purchase 1,107 Bitcoins at a price of $85,396, bringing its total holdings to approximately 27,462 Bitcoins.As of the time of publication, the total amount of Bitcoin held by the listed companies worldwide (excluding mining companies) is 1,159,755 Bitcoins, an increase of 0.32% compared to last week, with a current market value of approximately $9.674 billion, accounting for 5.7% of Bitcoin's circulating market value.

According to TheEnergyMag, Bitcoin mining company Hut 8 announced that it has secured a $1.07 billion senior secured revolving credit facility, with a term of four years. The funds will be used to support the company's liquidity needs and energy and digital infrastructure projects.

According to Ark Invest Tracker, Ark Invest states that AI hacking attacks are affecting everything. The risks go far beyond Bitcoin, as AI makes software vulnerabilities easier to discover and exploit.Bitcoin and hardware wallets may be the first to be impacted, but social media, tax, and banking websites may also face the same threats. Trusting a big brand still means trusting that the company will not make mistakes as AI becomes increasingly powerful. ARK expects that large custodial institutions will also become targets, with AI potentially discovering and exploiting vulnerabilities at an unprecedented speed.

According to QCP analysis, the global market opened under multi-asset pressure, with investors reducing risk exposure. The Nasdaq 100 index fell from 744.45 to 737.76 in pre-market trading, gold dropped from $4260 to $4147, Bitcoin decreased from $84500 to $82800, and the dollar index also declined, reflecting broad deleveraging rather than a shift to safe-haven assets.QCP stated that the main driving factor is geopolitical: the United States rejected a ceasefire condition proposal regarding the Strait of Hormuz last weekend, reigniting concerns over energy supply disruptions and driving a significant rise in Brent crude oil. This week, the U.S. macroeconomic calendar is packed. Following the recent interest rate hike by the Federal Reserve, the PCE price index and non-farm payroll report are key data points, and the market remains highly sensitive to data that could influence further adjustments in monetary policy. In terms of crypto options, front-end implied volatility remains high, with traders pricing for downside protection. Spot Bitcoin ETF fund flows show hesitation amid broader clearing. Bitcoin's recent technical strength faces dual pressure from geopolitical uncertainty and macroeconomic data risks, with key support levels being closely monitored.

Analyst Darkfost pointed out that the MVRV ratio (Market Value to Realized Value ratio) of short-term holders (STH) of Bitcoin has risen to its highest level since November 2025. This increase was driven by the price breaking through the short-term holder cost benchmark of approximately $73,100, significantly enhancing market momentum between August and September.The current MVRV ratio is 1.15, indicating that short-term holders are, on average, in a 15% profit state, and their holding market value has exceeded the realized value. This level is worth close attention, as it may prompt short-term holders to take action, especially to realize profits.

Goldman Sachs Global Investment Research Department's South Korea stock analyst Chris Cha stated in a report on September 23 that KOSPI has the conditions for a short-term tactical breakout, but the continuous flow of liquidity from South Korean retail investors into the cryptocurrency market will make the index's subsequent upward movement more reliant on foreign capital and local institutions reconfiguring. The report noted that concerns about the Federal Reserve's interest rates have been partially digested by the market, and risk appetite has shifted towards proxy AI themes.The report pointed out that South Korean memory chips provide fundamental support, with fourth-quarter DRAM contract prices expected to grow double digits quarter-on-quarter, and the ramp-up of HBM4 capacity will continue to limit the supply of standard server DRAM. Samsung Electronics' large shareholder returns, continuous buying by institutions, and foreign capital turning into net buying may drive KOSPI towards the resistance zone of 7000 to 7200 points.The report also indicated that the capacity of local South Korean retail investors to absorb has weakened. After Bitcoin returned to $85,000, cryptocurrency trading in South Korea has heated up. According to DefiLlama data cited in the report, Upbit's single-day spot trading volume on June 13 was approximately $770 million, which rose to $1.817 billion on September 22, an increase of about 136%. Based on the total trading volume of $3.27 billion on that day across South Korea's five major trading platforms, Upbit alone accounted for over half. Goldman Sachs believes this will make KOSPI more reliant on foreign and institutional buying in the future, and October is a critical window to test whether foreign capital will continue to increase its investment in South Korean semiconductor and AI assets.

CryptoQuant analyst Axel Adler Jr. stated that the price of Bitcoin is currently around $83,000, with the outflow rate of Bitcoin from exchanges reaching its fastest level since October 2025.On-chain data shows that as of September 27, the average daily net outflow from exchanges over the past 7 days has reached 16,100 Bitcoins, reflecting a contraction in the supply of chips on exchanges.

Capital B, a French Bitcoin treasury company, purchased 13 BTC for 970,000 euros, currently holding a total of 3,538 BTC, with a year-to-date BTC return of 2.2%.

The government of Kazakhstan is promoting the use of associated gas to power cryptocurrency mining, in order to restore the mining industry affected by power restrictions. President Kassym-Jomart Tokayev signed a decree in July requiring the establishment of mechanisms for enterprises to conduct digital mining using associated gas.Daniyar Mubarakov, head of the Blockchain and Digital Mining Association, stated that the total amount of associated gas in Kazakhstan can be converted into 1.2 to 1.3 terawatt-hours of electricity, sufficient to support medium or large data centers or Bitcoin mines in some oil fields. The Ministry of Energy of Kazakhstan estimates that there are up to 60 oil fields in the country producing associated gas. Oil companies can sell waste gas to miners, reducing disposal costs by millions of dollars, while miners can lock in electricity prices for years, reducing dependence on grid power.The government of Kazakhstan is developing a relevant legal framework to clarify the operational rules for enterprises and regulate the market. Gizzat Baitursynov, Deputy Minister of AI and Digital Development of Kazakhstan, stated that this mechanism will increase government tax revenue and improve the environment.

According to Catcher Predict monitoring, in the market prediction event "Bitcoin Breakthrough on September 28" on Polymarket, the "Yes" option in the sub-market "84,000" experienced a sharp fluctuation in winning probability, plummeting from 43.5% an hour ago to the current 28.5% (a fluctuation of 15%). Please note the impact of related breaking news.

The Bitcoin DeFi project Omnity Network announced that it will gradually cease operations due to depleted operating funds. Its products RichSwap and Satsman will stop operations within the next 30 days. The team reminds RichSwap liquidity providers to withdraw liquidity as soon as possible and states that it will upgrade the smart contracts and lift existing lock-up restrictions so that users can withdraw funds without limitations.A specific timeline for operations and liquidity withdrawal guidelines will be announced soon, and support channels will remain open for 30 days during the transition period to assist users in completing related operations. Although the project will cease operations, core team members will continue to support the Bitcoin ecosystem and plan to participate in related development through personal and developer collaborative organizations.

According to BBX data, last weekend, publicly listed companies in the U.S. and European stock markets disclosed the latest developments in digital asset allocation and treasury strategy adjustments. The core information is as follows:Morgan Stanley's ETF increased its holdings by nearly 43 Bitcoin, with a total holding value of $779 million: On-chain tracking data shows that Wall Street investment banking giant Morgan Stanley withdrew 42.979 Bitcoin from its subsidiary's spot Bitcoin exchange-traded fund MSBT on Saturday, extracting from the Coinbase Prime hot wallet address, valued at approximately $3.6 million based on the price at the time of withdrawal. Following this increase, Morgan Stanley's total Bitcoin holdings have now reached 9,261 BTC, with a total holding value of about $779 million.French semiconductor listed company Sequans liquidated 314 BTC, completely exiting its Bitcoin reserve strategy: French well-known semiconductor and IoT chip design listed company Sequans Communications disclosed that it has fully sold the 314 Bitcoin held on its balance sheet. This liquidation marks the company's official termination and complete exit from the previously established Bitcoin corporate treasury reserve strategy, and in the future, it will refocus its funds and liquidity on its core semiconductor business.

According to SoSoValue data, last week's trading days (Eastern Time from September 21 to September 25) saw a net inflow of $2.386 billion into Bitcoin spot ETFs.The Bitcoin spot ETF with the highest net inflow last week was Blackrock ETF IBIT, with a weekly net inflow of $1.158 billion, bringing IBIT's total historical net inflow to $65.28 billion; followed by Fidelity ETF FBTC, with a weekly net inflow of $702 million, bringing FBTC's total historical net inflow to $11.06 billion.The Bitcoin spot ETF with the highest net outflow last week was WisdomTree Bitcoin Trust BTCW, with a weekly net outflow of $4.0161 million, bringing BTCW's total historical net inflow to $7.865 million. As of the time of publication, the total net asset value of Bitcoin spot ETFs was $108.42 billion, with an ETF net asset ratio (market value as a percentage of total Bitcoin market value) of 6.43%, and the historical cumulative net inflow has reached $57.55 billion.

According to Catcher Predict monitoring, in the market prediction event "Bitcoin September Price Prediction" on Polymarket, the "Yes" option for the sub-market "82,500 USD" experienced a sharp fluctuation in winning probability, soaring from 36% an hour ago to the current 55.5% (a fluctuation of 19.5%). Please note the impact of related breaking news.