
Bitcoin COT: Futures unwind around expiry as ETFs shed $1bn
Bitcoin (BTC)
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Bitcoin-0.04% (BTC) cleared the $82,800 level this week, the one we had been waiting on since July, validating the trend reversal and our end-of-bear-market scenario. Welcome to Market Briefing #10, our format where we give you a concise take on the crypto market. In this September 23, 2026 edition, we cover BTC's decisive break, the daily trend reversal, the weekly close still to secure, our new $98,000 target, as well as our HYPE-1.11%, ETH+0.04%, and DRV-3.41% positions.

Bitcoin (BTC)

Bitcoin (BTC), Ethereum (ETH), Hyperliquid (HYPE), Derive (DRV)

Uniswap (UNI), Aave, Hyperliquid (HYPE), Ethena (ENA)

Bitcoin (BTC)