LTH spending spike: Long-term holders (LTH) sold off 97k BTC on Friday, representing the largest one-day LTH move this year. This sell-off was concentrated in 1–2 year old holders, 6–12 month old holders, and 3–5 year old holders, which represent a key source of recent supply.
Price action: BTC is consolidating near $108–$110K, facing resistance at $111.6K / $113.6K and support at $107.4K. Heavy liquidations clustered around ~$109.5K last week.
Macro & geo risk: Escalation in Israel/Gaza and renewed Russia–Ukraine energy strikes raise risk premium, which could result in headline-sensitive volatility.
Action bias: Reduce leverage, favor staggered entries and defensive sizing; watch whether BTC holds $107.4K and whether ETF flows resume after Labour Day to absorb long-term holders selling.
Chainalysis data shows U.S. wallets account for almost all agent spending on AI model inference, while Chinese-linked wallets dominate payments for security and code analysis services.
The deal would give Payward a full EU banking license on top of its Irish e-money license, letting it pay interest on deposits and lend across five European markets.
An implant that read recovery phrases off the screen and sent them out over LTE has been linked to more than $86 million in suspected thefts, and a second tampered device has now surfaced in Singapore.
Headline and core CPI both came in a tenth above forecasts, and Bitcoin slipped below $82,000 as traders raised the odds of a second consecutive rate increase at the Fed's Oct. 27–28 meeting.
