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Bitcoin Holds Above $80,000 as Spot ETFs Draw $433 Million Inflow
Bitcoin held above $80,000 over the weekend after rebounding from a turbulent week, supported by renewed institutional demand as U.S. spot Bitcoin exchange-traded funds recorded more than $433 million in net inflows on Friday. Bitcoin was trading around $80,479.4 as of 01:07 ET on Sunday, retaining much of its recovery after falling toward $76,400 earlier in the week, and was up about 0.2% on the day. U.S. Bitcoin ETFs attracted $433.03 million on Sept. 18, led by Fidelity's FBTC with $310.72 million, while BlackRock's IBIT received $108.44 million, Bitwise's BITB added $9.69 million, and VanEck's HODL and Ark & 21Shares' ARKB recorded smaller inflows. ETF trading value reached $4.67 billion on Friday, with combined net assets rising by more than $7 billion to $102.53 billion. Demand extended into other digital assets, with Ether ETFs recording $143.80 million of net inflows, Solana funds attracting $47.62 million, and Zcash products adding $37.67 million. On the regulatory front, the Senate failed to advance the CLARITY Act on Sept. 15, leaving broader U.S. crypto market legislation unresolved, while Strategy Executive Chairman Michael Saylor argued the industry can keep expanding through existing regulatory channels such as bank custody, Bitcoin-backed lending, stablecoins and digital credit.
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Coinbase Says AI Agents Drove Most Trading Activity Last Week
Coinbase Global reported that its agentic trading stack powered most crypto transaction flows over the past week. Management highlighted Grok as a leading AI agent on the platform, driving a large share of AI agent-driven trading volumes, while developer-built custom interfaces using Coinbase for Agents and the x402 payment protocol accounted for the majority of notional market activity. The company said the shift toward agentic trading moves it closer to a model leaning on higher margin services rather than pure retail volumes, with Grok and custom agents plugging into a payment stack built around USDC, Base and APIs. Coinbase added that heavier machine-driven flows do not remove existing risks around fee pressure, cybersecurity costs or competition from decentralized venues. The key proof point ahead is whether upcoming disclosures break out AI agent related metrics, such as the share of notional trading or fee revenue routed through Coinbase for Agents and x402, in the next couple of quarterly updates and product briefings.
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Solana ETFs Notch 12 Straight Weeks of Inflows as Bitcoin Posts Smallest Weekly Gain in 141 Weeks
Spot Solana ETFs extended their inflow streak to 12 consecutive weeks, pulling in $13.2 million in the week ending September 18, 2026, while Bitcoin spot ETFs netted just $6.2 million over the same period, the smallest weekly inflow in the funds' 141 weeks of trading since launching on January 11, 2024. Solana's daily flows were modest but never negative, with $11.01 million on September 14, $1.35 million on September 15, $836,926 on September 16 and no change on September 17, even as the Senate rejected the CLARITY Act by a 49 to 50 vote on September 15 and the Federal Reserve raised its target range by 25 basis points to an upper bound of 3.75% to 4.00% the next day. Bitcoin funds swung sharply in contrast, losing $450.33 million on September 15 and $295.98 million on September 16 before recovering with $159.45 million on September 17 and $433.03 million on September 18, leaving three positive sessions worth $752.52 million against two negative sessions of $746.31 million and a total gross movement of $1.499 billion. The Fidelity Wise Origin Bitcoin Fund, FBTC, posted the largest single-day inflow at $310.7 million, while the iShares Bitcoin Trust, IBIT, added $108 million. The Bitwise Solana Staking ETF, BSOL, was the only Solana fund with disclosed inflows for the week and closed 12.12% higher, ahead of SOL's own 11.29% gain, as Bitcoin funds hold cumulative inflows of $55.16 billion and net assets of $102.53 billion versus Solana's $1.37 billion and $1.42 billion.