U.S. spot Bitcoin ETFs recorded $3.54 billion in net inflows in August, their largest monthly inflow in 13 months. However, they remain in a year-to-date net outflow of approximately $1.7 billion.
The CLARITY Act is scheduled for a Senate procedural vote on September 15, but the crypto industry is increasingly pessimistic about its passage this year. Stablecoin rewards and interest, along with ethics provisions concerning President Trump’s family crypto businesses, remain key sticking points.
Wintermute says institutional and whale funds are moving from Bitcoin into altcoins such as Solana and XRP. Solana- and XRP-related funds recorded their highest inflows of the year, while institutional demand continued for a second consecutive week.
Binance’s traditional-asset-linked perpetual futures volume grew roughly 15-fold from January to July, reaching about $445 billion. Binance accounted for more than 75% of the record $460 billion in RWA perpetual futures volume across centralized exchanges in July.
Russia officially launched the large-scale commercial rollout of its digital ruble on September 1, 2026. Twelve systemically important banks and large retailers with annual revenue above 120 million rubles are required to connect to the system.
Arthur Hayes expects Bitcoin to reach $250,000 in the coming years if the U.S. government continues expanding the money supply. Recent gains have been supported by strong spot Bitcoin ETF inflows and a major short squeeze.
Investors holding 100–1,000 BTC have raised their 60-day net purchases to 73,300 BTC, the highest level since April 21. Whales holding more than 10,000 BTC have also joined the accumulation trend.
Former Credit Suisse executive CK Chung said Bitcoin has likely passed the low of its current cycle and could reach $150,000 by the end of 2027. He cited institutional participation, regulatory clarity and concerns over the dollar as potential drivers of the next bull market.
The SEC and CFTC are accelerating their own crypto rulemaking as congressional action on the CLARITY Act remains uncertain. The SEC has also submitted proposed digital-asset custody rule revisions to OIRA for review.
