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$ORCL (-1.4%)
$ADBE (-0.43%)
$CRWD (+3.57%)
$AAPL (-0.58%)
$BTC (-2.39%)
$ETH (-4.1%)
$SOL (-2.84%)
$COIN (-6.33%)

The latest CPI data was not good news for $BTC (-2.39%). Core inflation came in slightly higher than expected, thereby increasing the likelihood that the Fed will remain hawkish—just when the market had been hoping for weaker inflation data to serve as a catalyst for a breakout above $80,000. This sentiment is also reflected in fund flows: After about $1.3 billion in inflows into digital investment products last week, outflows of $243 million have been recorded so far this week.

The real catalyst, however, could come from the U.S. Treasury. Despite larger purchases at the long end, the expanded bond buyback program has so far failed to push yields down noticeably—a sign of the enormous pressure on the bond market caused by fiscal concerns and a persistently high term premium. If this continues, pressure will mount on Treasury Secretary Bessent to intervene more aggressively—with rising oil prices breathing down his neck, the risk of a significantly larger, “bazooka-style” purchase program increases.

Such an escalation would further fuel the debasement narrative, which has recently been $BTC (-2.39%) and $GOLD . The situation for #bitcoin is thus two-sided: in the short term, the CPI figure is a headwind, but the bond-buyback program—which has been ineffective so far—could become one of the stronger catalysts in the medium term.

(Author: James Butterfill, CoinShares’ Head of Research)

You can invest in Bitcoin through the following vehicle: $BITC (-2.74%)

CoinShares has launched the CoinShares Bitcoin Mining UCITS ETF, which is listed on Xetra under the ticker symbol MINE. The fund offers investors regulated and diversified access to publicly traded $BTC (-2.39%)mining companies without #bitcoin holding them directly.

The Ireland-domiciled UCITS ETF physically and fully replicates the CoinShares $BTC (-2.39%) Mining Index physically and in full. The index is administered by Solactive and, in addition to company size, takes into account factors such as hashrate, cost efficiency, profitability, balance sheet strength, energy efficiency, and governance.

Key details: Ticker MINE, ISIN IE0008EKJPN4, TER 0.65% p.a., quarterly rebalancing.

This product may be of interest to investors seeking access to the Bitcoin ecosystem’s infrastructure but $BTC (-2.39%) do not wish to hold it directly. At the same time, the ETF remains exposed to $BTC (-2.39%)price risk and the specific risks of the mining sector.

This is a marketing communication. The CoinShares Bitcoin Mining UCITS ETF is passively managed and aims to track the performance of the underlying index. Its trading price on the secondary market may deviate from both the net asset value (NAV) and the value of the underlying index. Shares in a listed UCITS (“UCITS ETF”) purchased on the secondary market generally cannot be sold back directly to the listed UCITS. Investors must buy and sell shares on the secondary market through an intermediary (such as a broker), which may incur costs. In addition, investors may pay more than the current net asset value when purchasing shares and may receive less than that value when selling them. Before making a final investment decision, please review the prospectus and the Key Investor Information Document (KIID). These documents, as well as information on the portfolio and the index, can be found on the website: CoinShares ETPs – Dokumente & Factsheets.

$BITC (-2.74%)

Everyone's talking about 100k, 150k, or 200k.

I find another question much more interesting:

What if $BTC (-2.39%)
is in the process of changing its old cycle?

Bitcoin has long since ceased to be driven solely by retail investors and crypto traders. ETFs and institutional capital are shifting demand—while at the same time, more and more investors are holding for the long term.

That’s why the key question in the future might be less:

“How many new bitcoins are entering the market?”

but rather:

“With rising prices, how many Bitcoin

still available for sale at all?”

As I see it, there are currently three scenarios:

Bullish: Resistance is broken → 100k is getting closer → A revaluation begins.

Neutral: Bitcoin remains in a range → The market is waiting for liquidity and ETF inflows.

Bearish: Demand turns → key support breaks → significantly lower prices become possible.

My actual thesis:

Perhaps Bitcoin is no longer just a halving trade. Perhaps it is currently evolving into a global liquidity asset.

If that’s true, today’s price targets could eventually look quite modest.

But that’s exactly why I’m not making a “BTC is guaranteed to reach X” prediction.

Anyone can explain rising prices.

It gets interesting when it starts to hurt again.

What would have to happen for YOU to completely change your Bitcoin thesis?

This is not investment advice. Conduct your own research.

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Monday, September 14, 2026

🇯🇵 Industrial Production (6:30 a.m.)

Tuesday, September 15, 2026

🇺🇸 Start of the Fed interest rate meeting

🇺🇸 Clarity Act Senate vote: potentially important for BTC & crypto (8:15 p.m.) $BTC (-2.39%)
$ETH (-4.1%)
$SOL (-2.84%)

Wednesday, September 16, 2026

🇺🇸 Fed interest rate decision (8:00 p.m.) 🌶

🇺🇸 Fed press conference (8:30 p.m.)

Thursday, September 17, 2026

🇬🇧 BoE Interest Rate Decision (1:00 p.m.) 🌶

Friday, September 18, 2026

🇯🇵 BoJ interest rate decision (6:00 a.m.) 🌶

🇯🇵 Consumer prices / August inflation

🇩🇪 August producer prices (8:00 a.m.)

🇪🇺 Informal Meeting of EU Finance Ministers / Eurogroup (all day)

🇺🇸 Industrial Production, August (3:15 p.m.)

My goal: 10% crypto in a 100k portfolio.

The reason for moving this up: the impending tax changes for crypto in Germany.

Who knows how long the one-year speculation period will remain tax-free—today, the first special tranche in $BTC (-2.39%)
$SOL (-2.84%) & $ETH (-4.1%) placed.

I realize it’s not a done deal yet, but I’m convinced it’s coming—that’s why I’m picking up the pace a bit.

Have a great night, everyone!

My response to taxes on BTC 🖕🏽😂🙈

Just had to chime in. Hodl and take tax-free profits, or forget about retirement 😂.

It can go back up now.

$BTC (-2.39%)-Mining is one of the core systems behind the #bitcoin-network.

Miners provide computing power to validate transactions, secure the network, and add new blocks to the blockchain. In return, they can receive block rewards and transaction fees.

From an investor’s perspective, however, publicly traded $BTC (-2.39%)miners are not the same as $BTC (-2.39%) the mining process itself. They are operating companies. Their performance may be linked to the $BTC (-2.39%)price, but also depends on electricity costs, hardware efficiency, production costs, balance sheet strength, regulation, cybersecurity, and management quality.

Therefore, an investment in mining stocks may perform differently than a direct investment in Bitcoin. It provides access to the infrastructure behind $BTC (-2.39%), but it also entails company-specific, operational, ESG, regulatory, and market risks.

A UCITS ETF can bundle a diversified basket of publicly traded mining companies into a familiar, exchange-traded fund structure. This does not eliminate the risks and is not a direct $BTC (-2.39%)investment. However, it can make this part of the Bitcoin ecosystem easier to analyze, compare, and access.

$BITC (-2.74%)