Crypto Newsletter

Bitcoin broke through $77,000–$80,000, Ethereum rose 17.5% to $2,251 following Trump announcements on the Clarity Act and US Treasury Bitcoin purchases. ETF inflows reached $2.07 billion, indicating massive institutional demand and fundamentally changing the market.

Since July 1, 2026, MiCA is fully enforced: Of 2,700 crypto firms before MiCA, only ~200 retained a license (90% attrition). Tether ($186 billion USDT) was delisted from EU exchanges, while USDC and EURC are the only approved stablecoins. The EU is already planning MiCA 2.0 to harmonize with US law.

The Clarity Act (September 15 vote 2026) redefines SEC vs. CFTC jurisdiction, regulates stablecoin rewards, and creates clear classification for digital assets. This accelerates institutional adoption and becomes the global benchmark for regulatory frameworks.

After 2.5 years of consolidation, altcoins (OTHERS index) are breaking out – capital flows concentrate on RWA tokenization ($ONDO, $LINK), AI-DePIN ($TAO, $RENDER), and high-speed L1s ($SOL, $SUI, $HYPE). Layer-2 dominance (Arbitrum, Optimism) and Ethereum DeFi absorb 70% of altcoin activity.

Bitcoin ETFs managed $105 billion with record inflows ($2.07 billion/week in August 2026). Pension funds, RIAs, and sovereign wealth funds use IBIT/FBTC as mainstream access. Over 2,000 institutions report Bitcoin holdings; Trump administration considering national Bitcoin reserve.

Over 100 crypto projects (Layer-2s, tooling, DeFi) filed for bankruptcy or shutdown in 2026. Altcoin prices fell 70–90%, VC rescue funding dried up, $1.1 billion lost to exploits. Market segmentation: only high-quality infrastructure and RWA-focused projects survive.