Data cited by Protos show Bitcoin's relationship with gold strengthening while its linkage to U.S. tech equities weakens. Bitcoin's 90-day correlation with gold has risen to 0.56, the highest reading since most data providers began tracking the metric in 2017 and above the prior peak of about 0.50 in November 2020. Over the same 90-day window, Bitcoin's correlation with the Nasdaq 100 has slipped to roughly 0.30, a one-year low. Shorter-term figures point in the same direction: on a 30-day basis, BTC's correlation with gold has climbed to 0.72, compared with 0.22 for the Nasdaq Composite. The divergence is reviving the "digital gold" narrative as August's debasement trade gains traction.

U.S.-listed spot Bitcoin exchange-traded funds brought in $986.9 million over three consecutive weeks of net inflows, underscoring rising institutional appetite for regulated crypto exposure. SoSoValue data show the streak extended through the week ending September 4, with weekly inflows topping the prior period's $924.5 million even as overall ETF trading activity cooled. BlackRock's iShares Bitcoin Trust (IBIT) accounted for $691.5 million of the net additions, capturing about 70% of the week's capital into U.S. spot Bitcoin ETFs. Combined trading volume across the group slipped to $14.5 billion from nearly $19 billion a week earlier, a pattern that points to steady accumulation rather than a surge in short-term turnover. Zeus Research analyst Dominick John said the persistent inflows suggest institutions are gradually rebuilding Bitcoin positions, arguing that ETF buying reflects true spot demand instead of leverage-driven speculation. Presto Research associate Min Jung characterized the move as a catch-up trade versus other risk assets, adding that robust flows signal renewed institutional interest across the broader crypto market. Spot Ether ETFs also extended their run, adding $218.4 million for a third straight week of net inflows. Weekly trading volume in Ether ETFs fell to $4.1 billion from $6.3 billion in the prior reporting period, mirroring the lower-volume, positive-flow dynamic seen in Bitcoin products. August delivered strong monthly totals for regulated funds tied to the two крупней digital assets. Spot Bitcoin ETFs took in $3.52 billion, their best monthly showing since September 2025. Spot Ether ETFs recorded $1.85 billion, the largest monthly inflow since August 2025. The figures indicate institutions allocated across both assets, with Bitcoin still leading. Bitcoin hovered near the $80,000 level. BTC was around $79,951 on Sunday evening after little change over the prior 24 hours, having climbed to nearly $81,700 on Thursday before easing back toward the psychologically important threshold. John pointed to $80,000 as a key level underpinning a constructive setup, with scope toward $82,000 or $85,000, while noting that macroeconomic catalysts are likely to drive the next major move more than crypto-specific headlines. Markets are set to focus on jobless claims and consumer inflation data for clues on Federal Reserve policy, bond yields, and financial liquidity. John said supportive economic conditions could help extend gains in Bitcoin and related investment products. Jung cautioned that hotter inflation could weigh on crypto by reducing expectations for more accommodative monetary policy. The continued inflow streak highlights firm institutional demand as Bitcoin consolidates around $80,000 and investors await the next round of economic signals.

Strive Inc. plans to purchase an additional 1,100 Bitcoin, CEO Matt Cole said ahead of a scheduled transaction on September 8. The move extends the company's rapid accumulation strategy that has turned the Nasdaq-listed firm into one of the world's largest corporate Bitcoin holders. Strive said the purchase will be financed through sales of its SATA preferred stock, a structure the company has used to expand its Bitcoin treasury without taking on debt. As of late August, Strive held 23,156 BTC, making it the fifth-largest Bitcoin holder among publicly traded companies. The company's buying pace has accelerated sharply. Strive held about 5,000 BTC in fall 2025; in less than a year, the figure has more than quadrupled. August was particularly active, with more than 3,000 BTC added across multiple transactions, including 1,110 BTC at an average price of about $73,409 per coin and another 1,800 BTC at roughly $79,431. Once completed, the planned 1,100 BTC purchase would lift total holdings above 24,000 BTC. That level would move the company further past Cole's previously stated ambition of reaching 20,000 BTC by year-end 2026, a target that has already been exceeded. Cole has also alluded on social media to additional potential acquisitions that could take holdings well beyond the original goal, without specifying an updated target. Strive's strategy centers on equity-funded purchases. Trading under the ticker ASST on Nasdaq, the company raises capital by issuing ASST common shares and SATA preferred stock, then deploys proceeds into Bitcoin. Strive says it operates with a near debt-free balance sheet and keeps sufficient cash reserves to meet dividend obligations tied to the preferred shares. Under the structure, SATA holders receive dividends supported by cash reserves, while common shareholders gain exposure to Bitcoin. Cole has also referenced metrics such as BTC yield and amplification ratios to describe how efficiently equity issuance translates into per-share Bitcoin accumulation.

CoinDesk reports that Blockstream's Bitcoin sidechain Liquid has been effectively suspended since Sunday, with bridge nodes shut down after an incident involving roughly 4,000 BTC. Based on the price referenced in the report, the amount is valued at about $320 million. The outflow came from the federation wallet that backs circulating LBTC (Liquid Bitcoin). Liquid and federation member SideSwap said a customer sent 4,000 LBTC to SideSwap at 14:05 UTC. The tokens were then burned with valid authorization, and about 23 minutes later the federation wallet paid out approximately 3,996 BTC via the standard redemption (peg-out) process. Liquid said the funds exited through SideSwap's peg-out authorization key, adding that neither that key nor any other federation keys were compromised. SideSwap likewise said its systems were not breached and pointed to a vulnerability in Elements, the software underpinning Liquid. Blockstream has not publicly disclosed the specific flaw, though Liquid's underlying software reportedly received a relevant fix about five weeks ago. Based on details disclosed so far, the report says no bitcoin was forcibly taken from wallets. Instead, LBTC lacking full bitcoin backing was allegedly created and then redeemed for BTC through what appeared to be a legitimate process. The federation wallet balance has fallen to about 200 BTC from roughly 4,200 BTC before the event, leaving around 5% of the prior level. Key figures disclosed: - Abnormal outflow: ~4,000 BTC - Post-incident federation wallet balance: ~200 BTC - Settlement time difference: ~23 minutes A timeline shared by Samson Mow, Blockstream's former head of security, indicates the address involved currently holds about 3,998.5 BTC. On-chain message claims "white hat" The party that initiated the transfers left an on-chain message stating, "We are white hats; please contact us onchain." Blockstream reportedly replied via the email address posted on-chain, and the two sides allegedly continued communicating using PGP-signed messages embedded in Bitcoin transactions. Ledger CTO Charles Guillemet questioned the "white hat" characterization, arguing that legitimate white hats would not drain bridge funds first and then request on-chain contact. He also said some self-described white hats have recently refused to return funds until vulnerabilities are patched. Other Liquid assets not affected Information released so far suggests other assets on Liquid, including USDT, DePix and tokenized real-world assets, were not impacted. The Bitcoin mainnet is also unaffected, indicating the disruption is concentrated in Liquid's bridging and asset-mapping mechanisms rather than the Bitcoin network itself.

Bitcoin hovered near $79,500 on Monday, holding close to the $80,000 mark as traders revived expectations of a Federal Reserve rate increase. The cryptocurrency briefly topped $82,000 last week before easing back. U.S. labor data reset rate expectations: the economy added 162,000 jobs in August versus forecasts of 55,000, while the unemployment rate stayed at 4.1%. Following the report, the implied probability of a 25-basis-point hike at the Fed’s Sept. 16 meeting rose to about 60%. Treasury yields and the U.S. dollar moved higher, weighing on bitcoin and other rate-sensitive assets. LMAX Group market strategist Joel Kruger said bitcoin’s post-August rally left momentum in overbought territory, adding that higher Treasury yields and firmer oil prices were additional headwinds. He noted the crypto market has absorbed those pressures without significant technical damage. Flows into U.S. spot bitcoin ETFs remained supportive, with $987 million in net inflows last week, extending gains in weekly inflows to three consecutive weeks. QCP Capital said daily flow swings reflected traders adjusting exposure and waiting for clearer signals ahead of key U.S. data releases. The firm flagged near-term resistance at $80,000"$82,000 and support at $77,000"$78,000. On-chain indicators also improved. CryptoQuant analyst Axel Adler Jr. said the 30-day change in realized capitalization turned positive on Aug. 24 after 87 days in negative territory, reaching 0.88% by Sept. 6. Realized capitalization rose $9.36 billion over the period to $1.068 trillion, which Adler said underpins bitcoin’s recovery as price consolidates around $80,000. Investors now focus on the final major inflation reads ahead of the Fed meeting: U.S. producer price data is due Thursday, followed by August CPI on Friday. Headline CPI is expected to hold at 3.4% year over year, while core CPI is seen easing to 2.4%. Capital.com senior financial market analyst Kyle Rodda said a softer core print could strengthen the case for the Fed to keep rates unchanged, while an upside surprise could put a hike back on the table.

Sept. 7 update: #Bitcoin ETFs 1D NetFlow: +2,038 bitcoin:native (+$161.83M) 7D NetFlow: +11,093 bitcoin:native (+$880.76M) #Ethereum ETFs 1D NetFlow: +22,023 $ETH (+$55.04M) 7D NetFlow: +64,879 $ETH (+$162.16M)

ME News reported on Sept. 7 (UTC+8) that DWF Labs said combined net inflows into BTC and ETH ETFs totaled about $1.2 billion last week, extending a run of three consecutive weeks above $1 billion for the first time since July 2025. BTC ETFs accounted for roughly $987 million of the total, including $731 million on Sept. 3 alone, the third-highest single-day inflow recorded this year. Assets under management for BTC ETFs climbed to $103.3 billion, equal to about 6.32% of total BTC supply. At the same time, BTC-denominated open interest fell from 762,200 BTC in mid-August to 669,600 BTC, even as BTC rose from around $63,000 to $80,000, suggesting the latest rally has been driven more by spot demand than leverage. (Source: ODAILY)

Researchers digging into the roughly $320 million Liquid Network incident say they have narrowed in on a likely culprit: a failure in the software's transaction-validation cache that could let unbacked LBTC be redeemed for real BTC. The account, discussed by developers and independent analysts, suggests an attacker exploited a weakness in how Liquid caches verification of range proofs—cryptographic checks used in confidential transactions to ensure hidden amounts stay within permitted bounds. While range proofs are costly to verify, nodes store successful results for reuse. Calle said an attacker may have crafted an invalid output and proof that produced the same cache key as a previously valid check, causing a node to reuse the cached "pass" and skip the verification that should have rejected an inflationary transaction. Blockstream engineer Charles Guillemet described the same idea as a deliberate cache-key collision that allowed a confidential transaction to bypass a range check. Calle warned his description simplifies the mechanism and could include errors. A separate reconstruction by Stu points to a sequence of setup transactions culminating in an allegedly invalid transaction in Liquid block 4,050,336, which he said created about 3,996.0183 LBTC before a subsequent withdrawal via SideSwap. Liquid is a Bitcoin sidechain where LBTC is intended to be backed one-for-one by BTC held by the network's federation. As CryptoSlate previously reported, SideSwap said a customer submitted 4,000 LBTC through its peg-out service on Sept. 6, triggering the release of roughly 3,996 BTC. Liquid has said neither SideSwap's peg-out authorization key nor other federation keys were compromised, pushing attention to how the LBTC entered the withdrawal flow in the first place. Mononaut added a deployment angle that, if confirmed, would place software rollout decisions at the center of the incident. He said the exploited bug had entered Elements' master development branch the prior week but was never included in a tagged release. He also claimed Liquid federation functionaries were running that code, accepting the exploit transactions, approving withdrawals, and continuing to build blocks, while other nodes rejected the invalid transactions. That deployment claim has not been confirmed by Blockstream in available statements. The reported split would explain why some infrastructure, including mempool's Liquid explorer, could omit transactions visible elsewhere if it was following nodes that rejected the affected block. It also makes the specific software versions and validation behavior critical to any postmortem aimed at establishing what code ran, why it was deployed, and why federation nodes accepted transactions that other nodes refused. Separately, the party controlling the withdrawn Bitcoin has described itself as a whitehat and said it will return most funds once developers prove the flaw is fixed across affected nodes. Public reporting so far has not confirmed either a completed patch rollout or a full return of the funds. Recovering the BTC would address the reserve gap; demonstrating that updated software reliably rejects the exploit would address the failure that allowed reserves to leave the sidechain.

According to Huoxing Finance, Strategy's latest Form 8-K shows the company raised about $20.9 billion in 2024 through common and preferred stock issuance, ranking fourth in U.S. equity issuance volume behind SpaceX, Alphabet, and Intel. The filing also indicates Strategy recently generated net proceeds of $602.8 million from selling MSTR common shares. Of that amount, $369.7 million was used to buy 4,603 BTC at an average price of about $80,318. As of August 30, Strategy's total Bitcoin holdings rose to 845,050 BTC. Cumulative acquisition cost stands at approximately $63.73 billion, implying an average cost of around $75,412 per BTC. Separately, MSCI's consultation on digital-asset financial reserve companies is set to conclude on September 30. Markets are watching closely for any changes to index inclusion criteria.