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πŸ‡ΈπŸ‡» THE IMF APPROVES $138 MILLION FOR EL SALVADOR DESPITE A BREACH OF BITCOIN PURCHASE CONDITIONS πŸ‘

El Salvador missed certain IMF performance criteria, including one related to #Bitcoin accumulation.

The IMF granted a waiver anyway.

Meanwhile:

βœ… 4.5% projected GDP growth in 2026
βœ… Rising investor confidence
βœ… Stronger liquidity and reserves
βœ… Economic activity β€œexceeded expectations”

The IMF still wants the government to reduce its Bitcoin involvement.

VERY β‚ΏULLISH! πŸš€
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Chikasunbeats · 2d
Interesting development. πŸ‘€ The bigger question is: if El Salvador can receive IMF support while navigating conditions related to Bitcoin accumulation, what does that tell us about the changing relationship between Bitcoin and traditional financial institutions? πŸ€”βš‘οΈ β€ŽIs Bitcoin becoming m...
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🚨 CITI JUST RAISED ITS BITCOIN PRICE TARGET TO $113,000 πŸ‘€

Bitcoin is trading around $84,000 today, meaning Citi's new 12-month base case implies roughly 34% upside from current levels.
The bank previously targeted just $82K.

Citi says renewed ETF inflows, stronger crypto activity and a more supportive macro backdrop drove the upgrade β€” and now expects $5B of investment-product inflows over the next year.

WALL STREET IS RAISING ITS BITCOIN EXPECTATIONS. πŸš€
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The Bitcoin Conference profile picture
πŸ‡ΊπŸ‡Έ THE U.S. TREASURY IS SCHEDULED TO BUY BACK DEBT UP TO $6 BILLION AGAIN πŸ‘€

The October 1 operation will target long-dated Treasury securities maturing from 2037 through 2046.

πŸ‘‰ The U.S. Treasury is expanding liquidity support in the bond market

The details:
βœ… Up to $6B
βœ… Long-dated Treasuries
βœ… Settlement October 2
βœ… Securities purchased are retired

For Bitcoin, the relevance is macro, not direct. Important to note that this is not QE or money printing.

THE MACRO STORY IS WORTH WATCHING πŸ”
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BankSith · 3d
😱
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🟠 STRATEGY JUST BOUGHT ANOTHER 1,665 #BITCOIN 🀯

Strategy acquired 1,665 BTC for about $142.7 million at an average price of $85,681 per bitcoin πŸ‘€

That brings total holdings to 847,666 BTC 🀯

The update:

βœ… 1,665 BTC acquired
βœ… $142.7 million purchase
βœ… $85,681 average price
βœ… $151.7M STRC repurchase
βœ… $6.02B USD assets

THE BITCOIN TREASURY MACHINE KEEPS MOVING. 🟠
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The Bitcoin Conference profile picture
πŸ‡ΊπŸ‡Έ U.S. SPOT BITCOIN ETFS JUST HIT A 6-DAY INFLOW STREAK πŸš€

From Sept. 17 to Sept. 24, U.S. spot Bitcoin ETFs took in roughly $2.84 BILLION in net inflows.

The inflow streak:
βœ… Sept. 17: $159M
βœ… Sept. 18: $433M
βœ… Sept. 21: $999M
βœ… Sept. 22: $715M
βœ… Sept. 23: $347M
βœ… Sept. 24: $191M

Bitcoin is being absorbed through Wall Street rails.

THE ETF BID IS STILL HERE. 🟠
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πŸ‡ΊπŸ‡Έ THE U.S. TREASURY IS BUYING BACK UP TO $6 BILLION OF LONG-TERM DEBT TODAY πŸ‘€

The bonds mature between 2046 and 2056.

The goal is to support liquidity and ease pressure in the bond market.

βœ… Debt needs management
βœ… Borrowing costs are under pressure
βœ… Buybacks are expanding
βœ… Bitcoin stays fixed at 21 million

Debt needs intervention.

#Bitcoin does not ✊
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🟠 BLOOMBERG SAYS #BITCOIN BACK AT $100,000 IS β€œNOT SO OUTLANDISH” πŸš€

After Bitcoin surged as high as $87,000 this week, Bloomberg says a move back to $100,000 no longer looks so far away.

The setup:
βœ… Bitcoin briefly traded above $87,000
βœ… Spot Bitcoin ETFs saw nearly $1B in one-day inflows
βœ… ETF flows have turned positive for the year
βœ… Short covering helped fuel the move
βœ… Risk appetite is returning
βœ… Institutional demand is rebuilding

THE $100K CONVERSATION IS BACK. 🟠
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The Bitcoin Conference profile picture
πŸ‡·πŸ‡Ί RUSSIA JUST MADE REGULATED #BITCOIN AND CRYPTO TRANSACTIONS LEGAL πŸš€

Prime Minister Mikhail Mishustin says crypto circulation became legal in Russia starting Sept. 1.

The Bank of Russia says transactions can happen via regulated brokers, management companies, and organized trading platforms.

The signal:
βœ… Crypto circulation is now legal
βœ… Regulated market access is being created
βœ… Russia is bringing crypto into formal rules

Bitcoin is too important for governments to disregard 🟠
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Pipolama · 1w
If it isn’t all directly on chain or lighting it is fake money and no better than fiat.
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THE FED JUST RAISED INTEREST RATES FOR THE FIRST TIME SINCE 2023 πŸ‘€

The Federal Reserve raised rates by 25 bps to 3.75%–4.00%.

πŸ‘‰ This is the first hike in more than three years.

The reason: inflation remains elevated, with energy prices and tariffs adding pressure.

That means:

βœ… More expensive debt
βœ… Higher borrowing costs
βœ… More pressure on markets
βœ… More stress on the Treasury system

The Fed is trying to fight inflation, but higher rates make America’s debt more expensive.
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πŸ‡ΊπŸ‡Έ THE STRATEGIC BITCOIN RESERVE BILL IS NOW IN HOUSE COMMITTEE MARKUP πŸ‘€

House Financial Services Chairman French Hill introduced H.R. 8957 for markup this morning.

This would establish a Bitcoin Reserve and a separate stockpile for other federally held assets within Treasury.

βœ… Federal Bitcoin holdings
βœ… Transparent management
βœ… Budget-neutral acquisition study
βœ… Self-custody protections

Yesterday, CLARITY failed in the Senate.
Today, the House is debating a Strategic Bitcoin Reserve ⚑️
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