Good Evening Legends! 🔥 Before my GN, today's crypto highlights: - Spot Bitcoin ETFs took in $433 million in inflows yesterday. - Zcash is up nearly 225% over the past month. Hyperliquid whale Garret Jin's ZEC short, the largest, now shows a $33.66 million unrealized loss, with liquidation at $4,792. - ZachXBT accuses the new zkSNARKs NFT project on Zcash of extracting $17 million from investors, with 10% reserved for the team and only about $2,000 spent on minting. - Robinhood Chain daily fees fell 97%, from about $8 million in early September to $230,000 by September 16, while around $1.5 billion still trades on-chain each day. - Coinbase CEO Brian Armstrong confirms talks with the U.S. Treasury and Commerce Department to advance the Strategic Bitcoin Reserve.

Are you ACTIVE on Saturday? 👀 „Far better it is to dare mighty things, to win glorious triumphs, even though checkered by failure, than to rank with those poor spirits who neither enjoy much nor suffer much, because they live in that grey twilight that knows neither victory nor defeat.” — Theodore Roosevelt

W A K E Y You showing up for yourself today? 🔥

Three blocks from now, Bitcoin's difficulty resets, and the estimate says +4.1%. That is the second raise in a row, after +1.3% last time. Hashrate is back at 936 EH/s, nearly 20% above where it stood a month ago. More than 77,000 transactions are queued, yet a fast confirmation still costs 1 sat/vB. Bitcoin is up 4.5% to $81K, and the crowd has moved into greed. 572 days to the halving, and the network keeps raising its own bar.

Good Morning Fam ☀️ Happy Saturday

Good Night Legends 🌙 Sleep well Friday leaves a lot on the desk: open tabs, half-formed plans, a week's worth of noise. But the only thing worth carrying to bed is the quiet, and the rest can wait for you on the table until morning.

Good Evening Legends! 🔥 Before my GN, today's crypto highlights: - Bitcoin surged back over $80,000, jumping $2,000 in 40 minutes, with $175 million in shorts liquidated in 12 hours. - VanEck's Matthew Sigel told CNBC that Bitcoin could hit $100,000 by next year. - CoinShares says Bitcoin is unlikely to break $80,000 as the Iran war keeps inflation high and freezes liquidity. - HYPE broke through $90 and hit a new all-time high, surpassing its previous record of $89.66 from September 6. - Strategy CEO Phong Le says they will never stop buying Bitcoin: "We're going to be long-term accumulators of Bitcoin. We're the largest holder of Bitcoin in the world." - Phong Le also expects all Global Systemically Important Banks to enter Bitcoin-related services over the next year. - BlackRock says the main driver for moving Bitcoin into ETFs is financialization: borrowing against holdings, hedging with options and building income strategies on top. - REX Shares launched a 2x daily leveraged ETF on Strive, which holds 25,000 Bitcoin; similar 2x MSTR ETFs grew past $500 million. - The CFTC sent its draft crypto market rules to the White House for review as the CLARITY Act stalls in the Senate; the text is not yet public. - Sam Altman-backed World launched World Money, a self-custodial stablecoin app in over 150 countries with Stripe, Morpho and Kalshi integrations.

Are you ACTIVE on Friday? 👀 „How long are you going to wait before you demand the best for yourself?” — Epictetus

W A K E Y no stopping us 🔥

NEAR, ARB and UNI each gained about 28% in a day, and all three are trending on CoinGecko. SOL added 5.6% to $105, while Bitcoin and Ethereum crept up around 1.5%. The losers' column is nearly empty: only BTW is down more than 1% in the top 100. Fear & Greed climbed from 50 to 56 overnight. Nothing is being sold; a few mid-caps are simply moving faster than everything else. When the worst name is down 4%, the story is not the leaders. It is how quiet the rest are.

Good Morning Fam ☀️ Happy Friday You open the chart, and before the first candle has finished drawing you notice two separate things sitting behind your eyes: what you expect from Friday, which is modest and mostly out of your hands, and what you hope from it, which is larger and mostly yours. The market will answer the first one on its own schedule. The second one was already answered when you got up.

Good Night Legends 🌙 Sleep well The market will run all night without you, and it will still be there when you open your eyes. Rest is not time taken from the work; it is the part of the work that keeps your head clear for the next decision.

Good Evening Legends! 🔥 Before my GN, today's crypto highlights: - The Bitcoin Strategic Reserve bill passed a U.S. House committee, mandating a study of budget-neutral BTC acquisition and a 20-year hold; it advances to a full House vote. - Bitcoin ETFs sold $586 million this week, but cumulative net flows still hold at $55 billion despite a 50% price drawdown, down from a $63 billion peak. - Miner Bitdeer sold 1,506 Bitcoin worth $105 million in August, up from 1,083 BTC in July, leaving its reserves at just 61 BTC. - Ric Edelman, founder of a $337 billion asset manager, predicts Bitcoin will reach $500,000 by 2030 and compares buying it today to buying Amazon in 1999. - Bloomberg ETF analyst Eric Balchunas says Bitcoin ETFs will ultimately triple gold in assets as younger investors grow up with Bitcoin as their store of value. - Ripple now supports AI agent payments in XRP and RLUSD using a standard co-created by Stripe and Tempo; the software is in beta. - Moscow Exchange will launch perpetual futures on BTC, ETH, SOL, XRP and TRX on September 22 for qualified investors, quoted in USD and settled in rubles. - The SEC approved a temporary Innovation Exemption allowing limited trading of tokenized U.S. stocks on certain automated market makers, to study how on-chain venues operate. - S&P Global agreed to acquire OpenZeppelin to expand its ability to assess on-chain technology risks; financial terms were not disclosed. - Democratic senators vow to keep working on the CLARITY Act, while Rep. Maxine Waters says Congress shouldn't pass crypto laws while the President profits.

Are you ACTIVE on Thursday? 👀 „Some people want it to happen, some wish it would happen, others make it happen.” — Michael Jordan

Fear and Greed is sitting at exactly 50 today, as neutral as it gets. When the market refuses to pick a side, do you keep buying on a schedule or wait for a clearer signal? 👀

Good Morning Fam ☀️ Happy Thursday

Good Night Legends 🌙 Sleep well

Good Evening Legends! 🔥 Before my GN, today's crypto highlights: - Bitcoin ETFs sold $450 million yesterday and are heading for a second consecutive negative week, while spot buyers stepped in at $75k. - House Chairman French Hill introduced the Strategic Bitcoin Reserve bill (HR 8957) for committee markup today; it mandates a budget-neutral BTC acquisition study and a 20-year hold on future reserves. - Deutsche Bank, with €1.9 trillion in assets, will launch Bitcoin and crypto custody services for institutional and corporate clients later this year. - Michael Saylor says the Clarity Act stall will lead banks to expand Bitcoin custody and loans against it, with more capital favoring Bitcoin. - Anthony Pompliano's ProCap Financial sold 50 Bitcoin to buy back its own shares at a 22% discount, and still holds 5,254 BTC worth $398 million. - An Ethereum MEV bot called Yoink front-ran a hacker's $7.8 million exploit of a whale's Gnosis Safe and captured the entire loot; Kelp says rsETH remains fully backed. - Circle's Arc blockchain is live with USDC as native gas and sub-second finality; founding validators include BlackRock, DTCC, Visa and Mastercard, with Uniswap and Aave building on it. - X launched Cashtag trading in the US: users can tap a Cashtag and hit a Trade button to execute trades through partners including Coinbase, Kraken, Gemini and Interactive Brokers. - Bernstein expects aggressive and swift SEC and CFTC rulemaking after the Senate failed to advance the CLARITY Act, and sees another vote as unlikely. - A CNBC host called out Senator Angela Alsobrooks for stalling the Clarity Act, saying Democrats want to prove a point over Trump family crypto dealings.

Are you ACTIVE on Wednesday? 👀 „First say to yourself what you would be; and then do what you have to do.” — Epictetus

Conviction is easy at the top and expensive at the bottom. The market only pays for the second kind.