skinny.

Latest / Bitcoin News Digest Podcast

Deep Dive 9/26/2025

Executive Summary

The Bitcoin market is currently defined by a severe conflict between a violent short-term technical breakdown and a rapidly accelerating long-term trend of fundamental adoption. Over the past 24 hours, the resolution of a historic options expiry event catalyzed a sharp deleveraging, with nearly $1 billion in liquidations driving the price to a four-week low. This downturn was exacerbated by a reversal to significant net outflows from U.S. Spot Bitcoin ETFs (-$253.4 million) and mounting macroeconomic anxiety over a potential U.S. government shutdown. On-chain data from…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.