During the shortened week of September 8, U.S. crypto ETFs recorded nearly $263 million in net outflows. The positive gathering of products related to Ether, XRP, and Solana was masked by withdrawals concentrated on Bitcoin ETFs.
Bitcoin is entering a week dominated by two major political and monetary events. On Tuesday, September 15, the U.S. Senate is set to vote on closing debates on the CLARITY Act. On Wednesday, the FOMC will announce its interest rate decision. However, positioning data shows traders have already adjusted their exposure. Since the beginning of the month, open positions have significantly decreased, while the price has declined more moderately. This reset could already change the dynamics of upcoming sessions.
As I explained in my analysis last week, Bitcoin remains for now in a totally lateral market. The scenario I envisaged continues to unfold: the price oscillates between the 80,000-82,000 dollar zone and the 75,000-76,000 dollar zone, which currently acts as support. And personally, I decided to take advantage of this range rather than try to anticipate a breakout that still hasn't happened.
Strategy has paused its bitcoin purchases and put $139 million into STRC, while Strive continues adding BTC to its holdings.
According to a new statement by Donald Trump, Iranian oil would become a lasting objective of the American presence. The president mentions a US presence in Iran modeled on Venezuela, without presenting any agreement or precise schedule.
Revolut no longer just integrates cryptocurrencies into its banking app. With the launch of EURR, the development of Revolut X, and its new regulatory approaches, the fintech is building a much broader crypto offering. Maxim Krasnov, founder of Construct.tech, analyzes this evolution as a rapprochement between banking and digital assets. His analysis notably highlights the role of Bridge, a company owned by Stripe, in the issuance of the stablecoin. This strategy now extends to several markets and various uses.
Anthropic's IPO is expected to welcome Nvidia as a lead investor for up to 10 billion dollars. Indeed, the designer of Claude could seek up to 100 billion dollars, however these amounts remain under discussion and neither company has confirmed them.
OpenAI seeks a legal answer to an unusual question: can several AI giants jointly decide to slow down the development of their models without violating U.S. antitrust law? According to WIRED, the company has questioned members of Congress in recent weeks. The move follows a call from its chief scientist, Jakub Pachocki, for coordinated slowdowns when safeguards no longer keep pace with model capabilities. OpenAI has not announced a pause. It first wants to know if coordination with its competitors would be legal.
Now, Claude''s intrusions concern four cybersecurity exercises that reached real systems without authorization. The last reported case dates from January of this year, but Anthropic only discovered it in August.
