Latest / Bitcoin News Digest Podcast
Deep Dive 9/19/2025
Executive Summary
The Bitcoin market is undergoing a period of constructive consolidation around the ~$116,000 level, following the dual catalysts of a dovish pivot from the U.S. Federal Reserve and the SEC's approval of a streamlined framework for crypto-based investment products. The most critical data points indicate a swift resumption of institutional demand, evidenced by a +$163 million net inflow into U.S. Spot Bitcoin ETFs on September 18, reversing a minor, temporary outflow from the previous day.
The market narrative is now dominated by the "ETP Floodgate" thesis, with industry…
The skinny
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