Bitcoin’s value relative to gold recently reached 18.17 ounces per BTC, the highest level since January. Analysts attribute demand for both assets in part to concerns over high public debt and fiat-currency dilution.
U.S. spot Bitcoin ETFs saw $730.8 million in net inflows on September 3, while spot Ethereum ETFs recorded approximately $141.39 million. Both ETF markets returned to or maintained net inflows, led by BlackRock funds.
CCP Games’ EVE Frontier is migrating from an Ethereum-based environment to Sui, bringing its on-chain economy and asset systems onto the network. The move also introduces zkLogin and sponsored transactions to improve user access.
The U.S. House has effectively reduced its September session to one week, putting additional pressure on the timeline for final passage of the CLARITY Act. Even if the Senate approves the bill, completing all remaining procedures before the midterm elections may be difficult.
BTC.TOP (B.TOP) founder Jiang Zhuo’er said he would stop trading ETH perpetual futures after sudden ETH price drops disrupted his strategy. He plans to trade BTC perpetuals without leverage using WBETH as margin and hold ETH spot when not trading.
Anthony Pompliano argues that Bitcoin and AI-related assets could form a core investment strategy for the next 20 years, addressing two possible paths for the U.S. debt burden.
Willy Woo says Bitcoin’s market cycle could shift from a halving-driven four-year pattern to a six- to eight-year short-term debt cycle as new supply declines.
Arthur Hayes said French financial market instability could ultimately prompt greater Fed liquidity provision through the U.S. repo market. Based on his dollar-liquidity thesis, he set a year-end ETH target of $10,000, without presenting a separate valuation model.
Fidelity Digital Assets said Bitcoin has a technical path toward quantum resistance, but consensus among developers, miners, and node operators could be the biggest obstacle. It also warned of the risk to private keys if sufficiently powerful quantum computers emerge.
