Mark Moss: The Bitcoin Endgame

The Fed just raised rates, yet Bitcoin keeps climbing. Mark Moss, host of the Market Disruptors podcast, explains why he thinks most people are misreading why long-term rates are rising, how a booming economy could be part of the answer, and why he says Bitcoin benefits from both the debasement trade and a bullish technological future.

Chapters:0:00 Mark Moss on the Fed’s “Token Raise” and an October Pause1:54 The Flat Yield Curve, Bank Lending, and the 5.1% 10-Year2:56 Why Bitcoin Is Rising as Rates Rise: “Price Is Truth”5:40 Bitcoin vs. Gold: The Debasement Trade and a Bullish Future6:19 Can the US Grow Its Way Out of $40 Trillion in Debt?10:30 The Monetary Reset Is a…

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UK Brings Crypto Under Full FCA Oversight For The First Time

The UK’s Financial Conduct Authority has opened applications for crypto firms to become authorized, bringing the sector under full regulation for the first time.

In a Wednesday announcement, the watchdog said companies can apply so that the crypto industry has “clarity and legitimacy.”

The UK is in the process of drafting a sweeping new crypto bill. The FCA finalized its regulatory framework for cryptoassets in June, and the regime is due to take effect in October 2027.  

“The UK’s new crypto regime will give consumers greater protections and firms a clear framework to operate in. Firms can now apply for authorisation and start preparing for regulation,”…

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Bitcoin Surges 40% In Its Best Quarter Since Late 2024

Bitcoin is having one of its best quarters ever — another indication that the biggest cryptocurrency is in a bull market. 

As noted by the The Kobeissi Letter this week, the price of bitcoin is now up close to 30% since August 19, when the U.S. Treasury announced it planned to more than double the size of its government debt repurchases.

Over the past quarter, the bitcoin price has surged by 40% — its best quarterly performance since Q4 2024. 

Bitcoin’s price recently stood at nearly $83,698, unmoved over a 24-hour period but up 6% over a 30-day period. 

The coin has benefited from news that the Treasury would try to lower bond yields — which have soared to…

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Bitcoin Is More Than Just An Asset, Says TD Cowen

Investment bank TD Cowen has said that Bitcoin is more than an asset — and will be increasingly used as financial infrastructure to underpin institutional products.

Writing in a Tuesday note, TD Cowen said that after attending a BitcoinTreasuries Conference this week in New York, it noticed institutions were more than interested in just accumulating the leading cryptocurrency. 

The comments come as major banks around the world delve deeper into the technology that underpins Bitcoin, with firms offering — and using — crypto products for customers and to streamline their own services. 

“Bitcoin increasingly appears to be moving beyond its role as an investable asset…

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Bitcoin’s Price Jumps Above $85,000 On Inflation Data

Bitcoin’s price rose — albeit slightly — on data Wednesday showing that inflation had risen slower than expected. 

The Fed’s main inflation gauge, the personal consumption expenditures price index, increased in August by 3.4% on headline and 3% for core — both well below estimates.

Bitcoin’s price recently stood at $84,246 after jumping as high as $85,518 at one point Wednesday morning in New York. 

The news means the Federal Reserve is less likely to hike interest rates in October. High inflation is causing the U.S. central bank to take a more hawkish approach to managing monetary policy. 

In his first speech since he became Fed chair, Kevin Warsh in…

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Dutch Government To Introduce Capital Gains Tax From 2028

Dutch people could soon be paying tax on their bitcoin gains — if they sell. 

The Dutch government on Tuesday announced that it was planning to introduce a capital gains tax starting from 2028. 

If approved, gains on investments would be paid when they are realized, rather than imposing levies on assumed returns or unrealized increases in value, a Tuesday the Dutch cabinet to the House of Representatives read.

“The earning capacity of the Dutch economy calls for a way of taxing wealth that facilitates investment,” the letter read. 

It added that most financial instruments would be taxed from 2028 while remaining assets would transition two years later. The letter…

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Bitcoin Entering New “Bullish Regime” According To Options Market

Bitcoin futures open interest is back above $50 billion for the first time this year. Is that healthy leverage or a warning sign? David Lawant, head of research at Anchorage Digital, says it’s a sign of vitality, and explains why rising spot volume and thinning order books point to the early stages of a Bitcoin market upturn.

Chapters:0:00 Bitcoin Futures Open Interest Tops $50B – Healthy or a Warning Sign?1:26 Reading Bitcoin’s Market Structure Beyond Open Interest3:23 Rising Spot Volume, Thinning Order Books, and the Anthropic IPO4:15 The Liquidity Absorption Ratio Explained6:52 How to Spot a Bitcoin Market Regime Change7:36 The $60B Bitcoin Options Market and the…

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Customers Withdraw 4,000 Bitcoin From Bitget After Hack

Investors withdrew over 4,000 bitcoins worth over $334 million at today’s prices in one hour after hacked Bitget resumed customer withdrawals, the company’s CEO has said. 

Bitget CEO Gracy Chen told Bloomberg Television Tuesday that withdrawals from the exchange had since stabilized following the immediate bitcoin transactions.

Hackers last week made away with $388 million in crypto after targeting the Victoria, Seychelles-based exchange’s hot wallets. 

“The withdrawals actually stabilized a lot today,” Chen said. “Those hundreds of millions [in bitcoin withdrawals] actually most of them happen on the first hour of the withdrawal restart.”

In a…

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Bitwise Head Of Research: Sovereigns Selling Gold For Bitcoin

When Bitcoin fell from $125K to $60K, not one of the 15 major institutions Bitwise interviewed sold, and many bought more. Ryan Rasmussen, head of research at Bitwise, breaks down the firm’s first institutional crypto adoption report, covering pensions, endowments, foundations, and sovereign wealth funds, and why they treat Bitcoin alongside gold as a hedge against debasement.

Chapters:0:00 Ryan Rasmussen on Bitwise’s Institutional Crypto Adoption Report0:49 Why No Institutions Sold Bitcoin During the Bear Market1:45 Wells Fargo’s 2–3% Bitcoin Allocation and the Debasement Thesis3:45 Fidelity, BlackRock, and 2–8% Bitcoin Allocations4:50 How ETFs Made This Bitcoin…

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Tracy Shuchart: BTC & the Commodities Supercycle

Bitcoin Magazine

Tracy Shuchart: BTC & the Commodities Supercycle

Six million barrels a day of oil still aren’t getting through the Strait of Hormuz, and Tracy Shuchart says markets are still tightening. The NinjaTrader Live senior economist explains why lost GCC production won’t come back quickly, why crack spreads are signaling stress, and why the global refining shortage could get worse heading into winter.

Chapters:0:00 Tracy Shuchart on the Strait of Hormuz and Tightening Oil Markets1:07 Crack Spreads, Russian Refineries, and the Global Refining Shortage2:50 Fall Refinery Maintenance and a Dire Winter Setup3:22 Why a US Diesel Export Ban Would Backfire4:45 Gold vs. Bitcoin:…

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