Crypto Newsletter

Bitcoin trades in the $78.5K–$80K range with resistance at $80K–$81.5K; Ethereum consolidates at $2.4K–$2.5K after summer sprint. Analysts expect Q4 2026 range trading between BTC $80K–$110K and ETH $2.8K–$4K before 2027 expansion follows.

EU ends MiCA transition period (July 1, 2026); stablecoin issuers must demonstrate full reserve coverage, multi-issuance model is questionable. USDT/USDC disappear from regulated EU platforms; consultation until Sept. 30 invites input.

CLARITY Act separates market structure from tax policy and redefines SEC/CFTC jurisdiction. CFTC sends two Bitcoin rulemaking proposals to the White House; Senate vote scheduled for Sept. 15. Clear rules could stabilize DeFi and stablecoin sector.

Bitcoin ETFs (IBIT, FBTC) recorded weekly inflows of $433M–$986.9M; BlackRock accumulating actively. US Senate votes on Strategic Bitcoin Reserve (Trump Executive Order from March 2025); Bitcoin is effectively treated as a reserve asset.

2026 altseason follows a clear path: L2s (Base, Arbitrum, Starknet) lead, then DeFi ($LDO, $AAVE, $UNI), then AI/Web3 tokens. 50+ L2 networks consolidate to winners; RWA tokenization and yield sectors attract concentrated capital flows.

SEC grants exemption (Sept. 17, 2026) for tokenized securities trading venues; Ondo exceeds 440 tokenized assets with 58% market share in equity tokenization. Bill stalled, but tokenization trade runs in parallel – broker apps and crypto exchanges benefit.