FOMC

About 93% of the $1.09 billion net exit from US spot Ether ETFs between October 5 and October 22 came from BlackRock’s ETHA. That concentration changes the meaning of the headline: investors withdrew heavily from one fund, while the rest of the market did not move uniformly in the same direction. Nor does BlackRock’s staked Ether product provide evidence of a neat switch into yield. ETHB’s disclosed asset base shrank too. ...

$87,152 Intraday. $84,501 at the Close. Just 29,000 jobs helped finish a four-day collapse in October hike odds from 70% to roughly 13–14%. Bitcoin reached $87,152 on October 2, then closed at $84,501. The policy obstacle shrank. The rally vanished. Why? September’s ETF buying had nearly stopped, leverage had built before payrolls, and long-term Treasury yields remained punishingly high. A softer Fed outlook could remove a threat without supplying the next buyer. ...

One unanimous vote. One quarter point. And the market that half the timeline swore would crack did not crack — Bitcoin printed −0.31% while Ethereum got cut −4.70% in the exact same session. That split is the whole story of this week, and it is why what just opened looks nothing like the panic the headline count is selling you. The forced sellers already did their work. What is left on the screen is a repriced market with a rulebook being written in real time — and a very short list of assets that held. ...

The rulebook just got voted down 49-50, Bitcoin knifed to $74,910, and $771 million of leveraged positions were washed out in a single session. If you were waiting for a discount, this is what one looks like when it lands on your screen. The market did the selling for you. The only question left is whether you sit out the cheapest 24 hours of the month. Here is exactly what broke, what did not, and what a US account does before 2:00 p.m. ET tonight. ...

Nasdaq-100 futures fell 1.65% yesterday. The Kospi lost 3.26%. Gold dropped 0.8%, silver 1.7%, and AI semiconductors were taken to the woodshed. Crypto closed higher, with 94 of the CoinDesk 100 green. That divergence is the whole trade this week. Bitcoin is sitting at $77,950 with a $78,280 high already printed on Sept 14. The CLARITY Act Senate vote fires at 2:15 p.m. ET today. The FOMC decision lands tomorrow at 2:00 p.m. ET. Both are still ahead of you. ...

Bitcoin is one day from the vote that decides whether the United States writes a crypto rulebook this decade. The Senate votes tomorrow at 2:15 p.m. ET. Sixty votes, or the legislation is dead until 2029. Right now BTC is sitting near $77,000 — the exact entry everyone claims they wanted, parked in plain sight with the clock running down. This is not a waiting game. This is the last session where the market is still pricing the question instead of the answer. ...

Bitcoin is sitting near $77,000 on a Sunday tape with almost nobody left to sell to — and the two events that decide the next leg are already on the calendar. Two days to the Senate cloture vote on the CLARITY Act. Three days to the FOMC. Institutions are still buying. Long-term holders are still selling. That gap is the whole trade. This is the last stretch where the market is still handing out the discount, because after Tuesday and Wednesday, probability turns into price. ...

Bitcoin was supposed to break. Core CPI ran hot, the 30-year Treasury yield punched to 5.309% — its highest since June 2004 — and CME FedWatch now prices an 88% chance of a Fed hike in four days. Instead, $77K held, Ether tore through $2,600, and the only people who got hurt were the shorts. That is not a market absorbing bad news. That is a market that already ate it. ...

Bitcoin is pinned at $76,936 with four clocks already flashing red: CPI in hours, a 71.5% Fed hike probability, $108.83 Brent crude, and a 60-vote crypto cliff on Monday. The market has forced out roughly $390 million in longs, but the biggest catalysts have not fired yet. This is the open window before the tape chooses speed. At 8:00 a.m. in Taipei on Sept 11, BTC was down about 1.38% on the day after printing an intraday low of $76,663. It has fallen from above $80,000 and is now compressed inside the broader $76,000–$82,000 range. The range is not empty space; it is the launch zone between today’s inflation print and Washington’s Monday vote. ...

Bitcoin is doing something unusual this week: it is holding still while three separate clocks race toward zero. It traded between roughly $77,600 and $79,700 across Sept 9 and 10 and sits near $78,300, after sliding from early-September highs near $82,000. A $264 million liquidation flush under $78,000 was bought back within hours. That is not apathy — that is a market that has already made up its mind and is waiting for the calendar to catch up. ...