📊 Monday: the U.S. hit Iran again, oil is rising, and BTC is holding 78 000$

Good morning, team! At the time of checking, Bitcoin is trading around 78 000$. And today, more important than the price itself is how BTC behaves against the backdrop of a new geopolitical escalation.

After the U.S. strikes on Iran, Brent rose to around 90,5$, Asian stock markets went down, and U.S. bond yields rose again.

Usually this kind of setup pressures crypto. But BTC is still holding near 77 500–78 000$ and looks noticeably more resilient than other risk assets.

At the same time, Friday gave the first alarming signal from ETF: 201,9 million dollars were withdrawn from American Bitcoin funds after a series of strong inflows.

So today, for me, there are two key zones:
— 77 000$ — the level that buyers need to keep;
— 79 400–80 800$ — resistance, after returning above which we can again talk about the continuation of the impulse.

This week the market will receive fresh U.S. employment data. Right now the probability of a Fed rate hike in September has again risen to around 57–58%, so a strong labor market report may bring pressure back to BTC.

Today I am not trying to guess the move on geopolitics. If Bitcoin continues to hold 77 000$ with expensive oil and falling stocks, this will be much stronger than any green candle.

🐋 Strong whale liquidity below 77K, major sell pressure near 80K–81.7K.

💰 NYSE Pushes Further Into Tokenization

Intercontinental Exchange, the company behind the NYSE, is teaming up with tZERO to develop infrastructure for blockchain-based securities.

As part of the deal, ICE is investing in tZERO and gaining access to 103 patents tied to smart contracts, tokenized asset transfers and settlement.

The key part: both sides will also study whether tokenized securities can be used as collateral within ICE’s clearing ecosystem.

This goes beyond simply issuing stocks on-chain. Traditional finance is starting to bring trading, settlement and collateral systems onto blockchain infrastructure.

Citi sees the tokenized securities market reaching roughly $5.5T by 2030.

📊 BTC is trading around $78,400.

Bull Run 🐂

🪙 BTC Holds the Bounce. Now the Market Tests 79K

Good morning, team!

September started with buyers trying to regain control. After the drop below $77,000, Bitcoin recovered quickly and is now holding near the $79,200 area.

The current picture looks like this:

⏺ BTC remains resilient despite higher oil prices, geopolitical uncertainty and weakness across traditional markets.
⏺ Institutional demand has become more cautious. After strong ETF inflows at the end of August, yesterday’s recovery came without the same level of large buyer support.

📍 The next key levels:

A move above $79,500 could open the way toward $80,800–$81,000.

A break below $77,000 would shift momentum back toward sellers.

Today’s additional catalyst is the US ISM Manufacturing data. A stronger reading could support the dollar and put more pressure on risk assets.

Right now, BTC is not just chasing another move higher — it is testing its strength. If buyers can hold this range calmly, that will matter more than a single sharp push upward.

Bull Run 🐂

🚨 Saylor is buying Bitcoin again

After almost two months without new purchases, Strategy has returned to the BTC market.

The company acquired 4,603 BTC over the past week for approximately $369.7M, with an average purchase price of $80,254 per coin. Strategy’s total Bitcoin holdings have now crossed the 840,000 BTC mark 🐋

The timing of the move is what caught the market’s attention.

Before this purchase, the company spent several weeks building its cash reserves, creating speculation around whether it was preparing for another major Bitcoin allocation.

Now the answer is clear: Strategy is still using market weakness as an opportunity to increase its position.

📊 Meanwhile, BTC remains around the $78K–$79K range, while investors continue watching rising bond yields and expectations around future Fed policy.

The broader risk market remains under pressure, but Saylor’s strategy has not changed.

For Strategy, current prices are still part of a long-term accumulation cycle rather than a reason to reduce exposure.

The bigger question is whether corporate demand can keep absorbing selling pressure while macro conditions remain challenging.

Bull Run 🐂