The Bitcoin Street Journal Market Update

The Bitcoin CEO

Welcome to The Bitcoin Street Journal Bitcoin Market Update! We bring you current live bitcoin headline news, market updates, technical analysis, BTC price, market capitalization and accurate market supply data. Join us on The Daily Diary of the Bitcoin Dream for breaking news, business updates, financial and economic news everyday.

  1. 1h ago

    Big Money Came Back. Bitcoin Fell Anyway.

    Big money came back and the price didn't care. U.S. spot Bitcoin ETFs took in $526.6 million on Monday, their biggest day since September 22, yet Bitcoin slid to about $81,400 as oil topped $111 and Asian chip stocks tumbled. Anna breaks down the levels to watch, BlackRock's new "buffer" Bitcoin ETF, JPMorgan's 10%-a-year Bitcoin forecast, and who is really buying the coin. THE MARKET TODAY (Tuesday, October 20, 2026) - Bitcoin: about $81,500, down roughly 1.3% in 24 hours - Today's range: about $81,150 to $82,700 - 7 days: -2.1% | 30 days: +1.3% - About 35% below the all-time high of $126,080 (October 2025) - Market cap: about $1.64 trillion | Bitcoin dominance: about 59.5% - Fear and Greed Index: 55 (Greed), down from 59 on Monday THE BIG STORY - Spot Bitcoin ETFs: +$526.6M on Monday. IBIT took in $665.2M and was the only fund of 12 with net inflows - Brent crude tops $111, a five-month high. South Korea's Kospi falls about 3.7% on A.I. worries - About $160M in liquidations. Support near $80,000, resistance near $84,000 LEVELS AND MACRO - Wintermute: a breakout above $87,000 would confirm an upward move. A valid break below $82,500 could open the way toward $70,000 - Inflation 3.7%. The Fed meets October 28 and is expected to hold WALL STREET KEEPS BUILDING DOORS - BlackRock files for the iShares Bitcoin Managed Protection ETF (PBIT), a buffer fund on IBIT - JPMorgan projects about 10% annual Bitcoin returns over the next decade, its first return range for Bitcoin - Switzerland's FINMA approves the first Swiss-law retail Bitcoin ETF - Germany's Sparkassen banks begin crypto trading in the banking app WHO IS BUYING? - Strategy buys 267 BTC, now holds 848,517 BTC (about 4% of supply), average cost about $76,000 - Strive buys 4,045 BTC (reported by Cointribune) - Public companies hold about 1.3 million BTC. Governments hold about 619,000 - Mt. Gox deadline pushed to October 31, 2027, with about 34,400 BTC still held ALSO DEVELOPING - Drift exploiter moves about $61.6M in ETH to Tornado Cash - Tokenized Tesla and SpaceX stock tops $403M onchain. Seven more companies object to the planned OKX-ICE tokenized stock venue - Solana's Alpenglow upgrade is due on mainnet October 21 - Nearly 10,000 U.K. complaints over bank limits on crypto transfers NOSTR DESK - What Nostr is, what a "zap" is, and how value-for-value works on Fountain - A shout-out to Corndalorian EVERYTHING ON THE BITCOIN STREET JOURNAL (TheBitcoinStreetJournal.com) - News desks: Bitcoin, A.I. and Tech, Crypto and Nostr, plus News Explorer and DANI - Markets: market cap index, market dashboard, rankings, Top Gainers and Losers, Digital Asset Treasury Tracker, exchange directories - On-chain: DEX Screener, Token Intel, Token Search Engine (250+ chains), Wallet Tracker - RWA Markets and Tokenized Stock Sectors - Learn: Ask Satoshi, Bitcoin Guides, Halving Guide, Bitcoin Tools, Crypto Glossary - Video: Bitcoin Video Channel and Gallery. Find The Bitcoin Street Journal on YouTube ADVERTISE WITH US Reach Bitcoin, crypto and Nostr readers at TheBitcoinStreetJournal.com/advertise. Placements across the site, social, newsletter, this podcast and Nostr. LISTEN ANYWHERE Pandora, Spotify, Apple Podcasts, iHeartRadio, Fountain, Pocket Casts, Podcast Addict and more. Follow the show, leave a rating, and share this episode with a friend or your local Bitcoin group. On Fountain? Stream sats, boost or zap. It's value for value. This episode is for general information only and is not investment advice. Digital assets are volatile. Do your own research.

    Big Money Came Back. Bitcoin Fell Anyway.
  2. 1d ago

    Black Monday Never Showed Up: Bitcoin Reclaims While ETFs Bleed

    Black Monday never showed up. Bitcoin is back above $82,000 as oil cools and stock futures rise, but the ETFs are still bleeding, U.S. spot demand is soft, and the Fed meets October 28. Anna runs through the day's Bitcoin news: ETF outflows, Strategy's slowing purchases, an old whale waking up, and the Mt. Gox deadline pushed to 2027. THE MARKET TODAY (Monday, October 19, 2026) - Bitcoin: about $82,300, up roughly 0.4% in 24 hours - Today's range: about $80,700 to $83,000 - 7 days: -1.4% | 30 days: +1.3% - About 35% below the all-time high of $126,080 set in October 2025 - Market cap: about $1.66 trillion | Bitcoin dominance: about 60.2% - Fear and Greed Index: 59 (Greed), up from 53 (Neutral) on Sunday THE TOP STORIES - Black Monday fizzles: Bitcoin reclaims $82,000 as Brent crude slips from a five-month high and stock futures rise - Falling yields and cooling oil cut the odds of an immediate Fed rate hike - The Fed meets October 28: CME FedWatch shows about 85% odds of a hold at 3.75%-4%, and 75% odds of a hike in December - September inflation came in at 3.7% - U.S. spot Bitcoin ETFs lost about $229 million last week, a second straight weekly outflow. Ether ETFs lost about $320 million. Bitcoin ETFs are still up about $259 million for the year - The Coinbase Premium Index fell to -0.14, its lowest since late June WHO IS BUYING? - Strategy holds 848,250 BTC (about 4% of supply), average cost about $76,000, unrealized gain about $5.4 billion - Its latest tracked purchase, October 12, was just 250 BTC, down from 334 the week before - Public companies hold about 1.3 million BTC, about 6.2% of the supply cap. Governments hold about 619,000 BTC - Michael Saylor says Bitcoin is returning to a bull market, and floats 6%-8% yields on Bitcoin-backed stablecoins - MARA sends about $82.8 million of bitcoin to exchanges FOR LONG-TERM HOLDERS - A wallet dormant since 2013 moves 411 BTC, about $34 million, bought near $131 per coin. None went to an exchange - Mt. Gox repayment deadline pushed one year, to October 31, 2027 THE WEEK AHEAD - Earnings: SpaceX (Tuesday), Tesla and Meta (Wednesday) - Jobless claims (Thursday), preliminary PMIs and consumer sentiment (Friday) - Fed decision October 28 - Chart: watching a retest of $80,000, with resistance near $87,000 MORE HEADLINES - JPMorgan expands its JPM Coin deposit token to Ethereum - BlackRock wants tokenized funds to back traditional Wall Street trades - ESMA adds nine providers to its crypto register, total now 375 - France advances a stablecoin tax NOSTR AND BITCOIN CORNER - Builders are rebuilding the internet on open protocols: social, messaging, video, storage, payments, podcasting - Jack Dorsey's Block launches Buzz, a Nostr-based team chat; diVine, the Nostr-based Vine revival, opens to the public - India orders GitHub to take down Bitchat, the Bluetooth mesh app that can relay Bitcoin transactions offline - Blossom: open media servers for Nostr, now with AI-agent upload tools - A shout-out to Corndalorian - How to join Nostr in minutes, and guard your nsec SUPPORT THE SHOW Listening on Fountain? Stream sats, boost, or zap this episode. It's value for value, built on Lightning and Nostr. Thank you to every Bitcoin group, developer, educator, and node runner. Keep on keeping on, and share this episode with a friend or your local Bitcoin group. This episode is for general information only and is not investment advice. Digital assets are volatile. Do your own research.

    Black Monday Never Showed Up: Bitcoin Reclaims While ETFs Bleed
  3. 4d ago

    Who's Actually Buying This Bounce? Strive Raises $700M While ETFs Sit Out

    Bitcoin is back near $83,000 after yesterday's slide under $80,000, but who is actually buying? ETFs took in just $5 million, U.S. spot demand is soft, and the Coinbase premium is still negative. Meanwhile Strive is raising $700 million to buy bitcoin and $1.47 billion in options expire today. Anna breaks down who is carrying this rebound, and where the risks are hiding. THE MARKET TODAY (Friday, October 16, 2026) - Bitcoin: about $82,000, up roughly 1% in 24 hours - 7 days: -0.5% | 30 days: +8.6% - About 35% below the all-time high of $126,000 set in October 2025 - Market cap: about $1.65 trillion | Bitcoin dominance: about 59.2% - Fear and Greed Index: 63 (Greed), up from 53 (Neutral) yesterday WHAT MOVED THE MARKET - A hot September producer price report knocked Bitcoin under $80,000, then buyers stepped in - Glassnode data shows thinning bids near $80,000, and the Coinbase premium is still negative - U.S. spot Bitcoin ETFs took in a small net inflow of about $5 million, with IBIT adding about 204 BTC - Greeks.live: $1.47 billion in Bitcoin options expire today, with max pain at $83,000 - A trader opened a roughly $187 million max-leverage long on Hyperliquid THE BIG QUESTION: WHO IS BUYING THIS BOUNCE? - The three footprints of Bitcoin demand: ETF flows, U.S. spot demand, and treasury companies - Strive upsizes its SATS preferred offering to $700 million at $90 a share, reportedly to buy about 7,500 bitcoin, more than 30 times what IBIT added yesterday - Chainalysis: the U.S. became a net Bitcoin importer in 2026, the first time since 2022, driven by institutional buying - The pressure points: Capital B's $78 million first-half loss on a Bitcoin impairment, and MSCI index rules that could remove MicroStrategy from some indexes - Hut 8 moves about 1,589 bitcoin to exchanges - Why narrow demand is not weak demand, and why concentration is the risk - What to watch next: ETF flows, the Coinbase premium, the $80,000 floor, and whether Strive's raise turns into coins MORE BITCOIN HEADLINES - CryptoQuant: Bitcoin may seek to reclaim its 20-month trend line before new record highs - Lightning Labs unveils LayerTree, a scaling proposal for Bitcoin - Google cuts quantum errors about 40-fold, raising long-term security questions - Tampered Ledger devices linked to the theft of roughly 60 BTC THE TAKEAWAY Price tells you what happened. Flows tell you who is carrying it. More at TheBitcoinStreetJournal.com. Follow The Bitcoin Street Journal Market Update for daily Bitcoin coverage, leave a rating, and share this episode with anyone who wants the full story behind the price. This episode is for general information only and is not investment advice. Digital assets are volatile. Do your own research.

    Who's Actually Buying This Bounce? Strive Raises $700M While ETFs Sit Out
  4. 4d ago

    Robots Can Make Almost Anything. They Can't Make More Bitcoin.

    Bitcoin slipped under $80,000 on hot inflation data while ETFs shed another $261 million, but the bigger story is what happens to value when machines can make almost anything. Anna breaks down the market move, then takes on the question every long-term investor should be asking: in the age of AI, what stays scarce? THE MARKET TODAY (Thursday, October 15, 2026, about 12:10 p.m. ET) - Bitcoin: about $82,400, up roughly 1% in 24 hours - 24-hour range: $79,800 to $82,400 - 7 days: -0.3% | 30 days: +8.6% - About 35% below the all-time high of $126,000 set in October 2025 - Market cap: about $1.66 trillion | Bitcoin dominance: about 59.4% - Fear and Greed Index: 53 (Neutral), down from 62 (Greed) yesterday WHAT MOVED BITCOIN - Hotter U.S. producer price data put pressure on risk assets - A sell-off in South Korean equities spilled into Bitcoin as traders raised cash for margin - Elevated leverage turned the slide toward $80,000 into a round of liquidations - Bitcoin ETFs recorded about $261 million in net outflows yesterday, after about $681 million the week before - The Coinbase spot premium turned negative, a sign of softer U.S. demand THE BIG QUESTION: WHAT STAYS SCARCE? Anna walks through our latest feature article, "When Machines Can Make Almost Anything, What Stays Scarce?" - Lights-out factories and where automation is heading - Why prices are a record of scarcity, from aluminum to computing power - Chips, gold and oil: real value, but supply that can expand with investment and technology - Bitcoin's rule-based scarcity: a 21 million coin cap, issuance cut in half about every four years, and a network that rejects any block that breaks the schedule - Why robots can help mine Bitcoin but cannot create more of it - Today's milestone: about 20.1 million bitcoin mined, just over 95% of all that will ever exist - Why scarcity alone is not enough: demand, security, liquidity and confidence still have to hold MORE BITCOIN HEADLINES - Strive adds about 2,822 bitcoin and proposes a preferred-share IPO to fund more purchases - A U.K. public company grows its treasury by 83 bitcoin to 2,830 - Reports that the White House is exploring a U.S. Strategic Bitcoin Reserve - Canaan mined 44 bitcoin in September and holds 1,875 - Russia's central bank bans Bitcoin transfers to self-custody wallets - Ledger says an organized crime group has spent millions targeting hardware wallet users THE TAKEAWAY The future may belong to machines that can make almost anything. Bitcoin's defining promise is that they cannot simply manufacture more of it. Scarcity matters, and in the age of AI, it may matter more than ever. Read the full article at TheBitcoinStreetJournal.com. Follow The Bitcoin Street Journal Market Update for daily Bitcoin coverage, leave a rating, and share this episode with anyone who wants the full story behind the price. This episode is for general information only and is not investment advice. Digital assets are volatile. Do your own research.

    Robots Can Make Almost Anything. They Can't Make More Bitcoin.
  5. Feb 24

    Bitcoin Battles Support as Fear Spreads: ETF Outflows Continue, Token Unlocks Shake Markets, and Mining Consolidation Accelerates

    Bitcoin is facing one of its most critical technical and psychological tests in recent months. In today’s episode of The Bitcoin Street Journal Market Update, host Anna delivers a deep and sobering analysis of the ongoing fear-driven correction and what it reveals about the true strength of the crypto market. Bitcoin is now fighting to hold the $63,000 support level, a price zone that represents far more than just a number on a chart. Support levels act as psychological battlefields where buyers and sellers collide. They represent the point where conviction is tested. If Bitcoin loses this level, the market could enter a dangerous phase of capitulation, where fear overwhelms confidence and cascading sell pressure accelerates the decline. Fueling this tension is a clear and measurable shift in institutional behavior. For the fifth consecutive week, U.S. spot Bitcoin ETFs have recorded net outflows. These ETFs were previously one of the primary gateways for institutional capital entering Bitcoin. Their sustained outflows signal that major financial players are reducing risk exposure amid growing global uncertainty, including rising geopolitical tensions and macroeconomic instability. This institutional cooling is not panic. It is calculated risk management. Anna examines a powerful example in the National Bank of Canada, which recently reduced its position in Strategy, the corporate Bitcoin treasury giant. Rather than exiting completely, the bank strategically trimmed exposure while maintaining a substantial position, demonstrating the disciplined approach institutions use when navigating volatile markets. The episode then turns to one of the most shocking recent failures in decentralized finance. Step Finance, a major Solana-based portfolio management platform, collapsed following a devastating $40 million security breach. This event highlights the persistent risks within DeFi and the critical importance of security, auditing, and infrastructure maturity. Trust, once broken, is extraordinarily difficult to restore. Yet even as one platform failed, innovation continues. Orderly Network is building infrastructure designed to solve one of DeFi’s biggest structural weaknesses: fragmented liquidity. By integrating hundreds of decentralized exchanges into a single shared orderbook, Orderly is helping create deeper, more efficient, and more resilient markets. Anna also breaks down the mechanics of token unlocks, using the recent decline in the ZRO token as a real-world case study. Token unlock events increase circulating supply and often trigger sell pressure as early investors take profits. However, these moments also reveal the presence of long-term buyers stepping in, demonstrating the constant negotiation between profit-taking and conviction. Finally, the episode explores the ongoing consolidation reshaping the Bitcoin mining industry. Hardware giant Canaan is acquiring major mining operations in West Texas, a region known for its low-cost energy advantages. This acquisition reflects the increasing importance of scale, efficiency, and strategic positioning in the post-halving environment, where competition is fierce and margins are tighter. Today’s episode reveals a market undergoing a necessary stress test. Fear is exposing weaknesses. Institutions are repositioning. Infrastructure is evolving. And beneath the volatility, the foundation of Bitcoin continues to strengthen. This is not simply a correction. It is a test of conviction. And a preview of what comes next. This is The Bitcoin Street Journal Market Update. See you on the next block.

    Bitcoin Battles Support as Fear Spreads: ETF Outflows Continue, Token Unlocks Shake Markets, and Mining Consolidation Accelerates
  6. Feb 23

    Bitcoin Explodes Then Liquidation Carnage Hits. Buckle Up Buttercup

    Bitcoin has delivered another powerful reminder of its volatility, resilience, and growing influence on the global financial system. In today’s episode of The Bitcoin Street Journal Market Update, host Anna breaks down Bitcoin’s explosive surge past $64,000 and the massive $508 million liquidation cascade that followed, revealing the hidden mechanics of leverage, derivatives, and forced selling that drive rapid market resets. This episode explores how liquidation events cleanse excess speculation, stabilize markets, and reset the foundation for Bitcoin’s next move. Anna explains how perpetual futures, leveraged positions, and exchange risk engines interact to accelerate both rallies and corrections, giving listeners a clear understanding of what really happens beneath the surface during major price swings. Beyond price action, the episode examines Circle’s impressive earnings and what they reveal about the rapid maturation of stablecoins like USDC. With revenue driven by interest from U.S. Treasury reserves, stablecoins are evolving into critical financial infrastructure powering global payments, decentralized finance, and institutional settlement. At the same time, Bitcoin miners face growing pressure from rising energy costs and increasing regulatory scrutiny. These forces are forcing mining companies to rethink their strategies. In a dramatic example, Bitdeer sold its entire Bitcoin treasury to invest in AI data center infrastructure, signaling a historic shift in how mining companies view their future role. Institutional adoption continues accelerating as major financial giants like Goldman Sachs, DTCC, and Nasdaq expand their involvement in blockchain networks like Canton. Their participation demonstrates how deeply traditional finance is integrating with digital asset infrastructure. The episode also explores the powerful convergence of artificial intelligence and blockchain, including the rise of autonomous AI agents capable of executing transactions and managing assets. At the same time, Anna examines the darker side of AI, including a massive global hacking campaign powered by AI tools, highlighting the growing cybersecurity risks facing modern digital systems. Finally, the episode covers global innovation trends and a cautionary tale involving Telegram founder Pavel Durov and a token collapse, illustrating the risks of hype-driven crypto assets. This episode provides essential insight into Bitcoin’s current market structure, institutional expansion, mining industry transformation, and the technological forces shaping the future of finance.

    Bitcoin Explodes Then Liquidation Carnage Hits. Buckle Up Buttercup
  7. Jan 22

    Bitcoin is no longer reacting to the world. The world is reacting to Bitcoin.

    Bitcoin is no longer reacting to the world. The world is reacting to Bitcoin. In this episode of The Bitcoin Street Journal Podcast, Anna delivers a wide angle, signal driven breakdown of the most important Bitcoin and macro developments shaping the post halving landscape. From institutional accumulation and advisor adoption to sovereign level conversations and long term security debates, this episode connects the dots between price action, behavior, and structural change. We begin with a clear market overview, examining why Bitcoin dominance remains elevated, why long term holders continue to accumulate while short term participants get shaken out, and why post halving volatility is a feature of the cycle, not a flaw. Exchange balances, on chain behavior, and supply issuance all point to the same conclusion. Bitcoin is getting scarcer while demand is broadening. The episode then dives into institutional behavior, highlighting the continued accumulation by public companies, the quiet but powerful shift happening among financial advisors, and the growing role of Bitcoin in balance sheet strategy. This is not retail hype. This is slow, deliberate capital positioning in response to a broken monetary system. Anna also explores the evolving role of governments and nation states, from strategic Bitcoin discussions in the United States to international experimentation with Bitcoin for settlement, energy monetization, and financial infrastructure. The regulatory noise continues, but the reality is clear. Adoption is leading regulation, not the other way around. A grounded discussion on long term network security addresses recurring fears around quantum computing and protocol resilience, cutting through headlines with context and historical perspective. This episode also includes a practical Bitcoin education segment focused on wallet fundamentals. Listeners are reminded that Bitcoin wallets do not store coins, they store keys, and that true sovereignty begins with understanding custody. From beginner concepts to advanced considerations like multisig and inheritance planning, this segment delivers actionable knowledge Bitcoiners can use right now. Throughout the episode, Anna emphasizes Nostr as the social layer of Bitcoin. A place to continue the conversation, ask questions, share research, and support creators through value for value. Listeners are encouraged to log in or sign up via the link at the top of TheBitcoinStreetJournal dot com and join the signal. The episode closes with a clear message. Bitcoin is not a trend, a trade, or a political movement. It is a tool for saving, coordination, and truth in an increasingly unstable financial world. If you got value from this episode, consider returning it. Zap the show, share it with others, and listen on Fountain dot fm. Share, discover, and support over four million podcasts and emerging creators. Powered by Bitcoin and Nostr. Like, share, subscribe, and thank you for supporting independent Bitcoin journalism. See you on the next block.

    Bitcoin is no longer reacting to the world. The world is reacting to Bitcoin.
  8. 11/19/2025

    🚀 CRYPTOPHER COLUMBUS - THE SINGLE THAT MAPS UNCHARTED DIGITAL TERRITORY 🚀

    CRYPTOPHER COLUMBUS - A 79-Second Journey Into the Weird World of Bitcoin Devs So we recorded a podcast conversation about Bitcoin developers and it got..,, philosophical. Then we dropped it into a synthwave track because apparently that's what you do in 2025. Plus our last music release Bit by Bit got 70 views in three years so we expect at east 80 views for this one. WHAT IS THIS THING? It's a music track built around actual dialog about the strange reality of being deep in Bitcoin development. You know, the people who casually discuss cryptographic proofs over breakfast and think "running a node" is a normal hobby. The conversation goes from "Bitcoin devs live in their own world" to contemplating the sophistication of the people building AI and writing the code for decentralized protocols. It's the kind of talk that happens when tech nerds realize they're living through something historically significant. THE ACTUAL EDUCATIONAL BIT Here's what we're actually talking about: Bitcoin developers work on arguably the most sophisticated decentralized technology ever createdThey're literally writing the code for a parallel financial system that nobody controlsThese people exist in "the most sophisticated layers of the technological power the world's never seen before" (direct quote from the track)The joke about "Cryptopher Columbus" is because these developers ARE exploring genuinely uncharted territory - just digital instead of oceanicBuilding this tech requires a specific type of brain that sees patterns, fixes complex bugs, and builds systems most people can't even conceptualizeWHY THIS EXISTS Because Bitcoin culture is weird, brilliant, occasionally unhinged, and deserves a soundtrack that isn't just generic "blockchain hype music." This is what actual conversations sound like when people who understand the tech talk about the tech. No moon talk. No Lambos. Just the honest observation that the people building this stuff exist in a completely different mental universe than the rest of us - and that's not a bug, it's a feature. THE TRACK BREAKDOWN 79 seconds of dialog woven into atmospheric electronic music that builds from contemplative to energetic. The music ducks when the conversation needs to breathe, then swells during the power moments. It's part podcast clip, part electronic anthem, part tribute to the coders who make magic happen. FAIR WARNING This track contains: Genuine nerd enthusiasm about code and AIThe observation that Bitcoin devs are "at the head of the code"Zero financial adviceThe phrase "Crypto Columbus" which may or may not age wellActual respect for the technical brilliance required to build decentralized systemsOne random moment about someone whistling (you had to be there)THE BOTTOM LINE If you've ever tried explaining Bitcoin to your family and realized halfway through that you sound insane - this track is for you. If you've ever debugged code at 3am and felt like you were touching the fabric of digital reality - this track is for you. If you think the people building decentralized money deserve their own theme music - definitely for you. Welcome to the actual culture behind the technology. It's weirder than you think, smarter than it seems, and way more human than the haters want to admit. Now playing wherever people understand that "stack sats" is not financial advice, it's a lifestyle.

    🚀 CRYPTOPHER COLUMBUS - THE SINGLE THAT MAPS UNCHARTED DIGITAL TERRITORY 🚀

About

Welcome to The Bitcoin Street Journal Bitcoin Market Update! We bring you current live bitcoin headline news, market updates, technical analysis, BTC price, market capitalization and accurate market supply data. Join us on The Daily Diary of the Bitcoin Dream for breaking news, business updates, financial and economic news everyday.