Crypto Pulse

Key TakeawaysBitcoin (BTC) surged to an eight month high above $86,000 on Monday, September 21, 2026 and is pressing $87,000 today, up roughly 14% from the sub $76,000 lows it hit after the Senate blocked the CLARITY Act on September 15.The rally came despite the Federal Reserve's first rate hike since 2023 on September 16 and a Bank of Japan hike to a 31 year high, with easing oil prices and a drop in 10 year Treasury yields to 4.93% helping risk appetite recover.Roughly $750 million in bearish

Key TakeawaysStrategy (MSTR) bought 950 Bitcoin for $75.7 million at an average of $79,670 between September 14 and 20, 2026, according to a Form 8-K filed Monday, lifting holdings to 846,000 BTC acquired for $63.80 billion at an average cost of $75,416.The purchase confirms that the summer pause is over. After roughly ten weeks without buying and two sales that ended its never sell era, Strategy added 4,603 BTC for $369.7 million in late August and has now bought 5,553 BTC across two purchases

Solana is moving closer to one of its most significant consensus upgrades yet, with Alpenglow now entering public-testnet testing. The upgrade targets transaction finality of roughly 150 milliseconds, down from about 12.8 seconds today, potentially changing how quickly exchanges, merchants and payment platforms can treat blockchain transactions as irreversible.The development is particularly important for crypto payments, where processing a transaction quickly is only part of the equation. Busin

Overview The clearest read on the AI capital expenditure cycle is no longer coming from equity screens. It is coming from new issue concessions in the investment grade bond market. Reuters reported on September 22 that the market for highly rated corporate credit has effectively split in two, with bonds from AI-linked issuers meeting caution while financial and industrial borrowers draw spirited bidding. Portfolio managers are not worried that hyperscalers might default. They are worried about t

The last session was Tuesday, September 22, and the three indexes did not move together: the Nasdaq Composite rose 0.45% to 27,244.28 for a second straight record close, while the Dow fell 0.36% and the S&P 500 finished flat, down 0.01%. The stock in focus is Vicor (VICR), up 19.85% at $268.34, market value moving from $10.2B to $12.2B in a day, about 16.3 points above its own industry. The flash composite PMI lands at 13:45 and Fed Governor Barr speaks at 14:05; the US opens at 13:30, so all of

Overview The next entry ticket to the AI capital-expenditure cycle is moving from compute itself toward the infrastructure that sits between the grid and the rack. On September 22, Accelevation, a data center infrastructure manufacturer based in Miamisburg, Ohio, launched the roadshow for an offering of 30 million Class A shares at $20 to $24 each, with an application to list on the Nasdaq Global Select Market under the ticker ACCV. Reuters reported that the company and selling shareholders are

Overview A report that has not been officially confirmed is repricing how the market views China risk at Broadcom (Nasdaq: AVGO). The Financial Times, citing people familiar with the matter, reported that Chinese authorities have been surveying how extensively Broadcom networking switches are deployed across state-controlled data centres, with one person saying the equipment could account for as much as 90% of what is in use at some state-owned companies. Reuters, relaying the report, said it co

Overview Financial stocks took their sharpest coordinated hit in months on Tuesday, September 22, and Charles Schwab (NYSE: SCHW) sat near the top of the decliners list. Reuters reported that the S&P 500 Financial index closed down 2% and the benchmark's bank sector fell 3%, with Schwab down 6.1%, Ameriprise Financial off 4.4% and Raymond James lower by more than 3%. Two separate threads converged on one of the world's largest retail brokerages. The first came from technology: Muse, the personal

Overview Bitcoin pushed back to the $86,000 area on September 21 and 22 after two strong sessions. CNBC reported that the price reached as high as $86,349.90, its strongest level since late January, leaving it up more than 8% on the week and about 34% over three months, with Bitwise's chief investment officer saying on air that he believes the crypto winter is over. Fortune's daily price record put bitcoin at $86,039.36 early on September 22. The price has recovered; the question has not become

Meta's personal AI agent, Muse, is moving from suggesting products to paying for them. On Monday, September 21, 2026, Shopify CEO Tobi Lütke said Shopify will "enable agentic checkout with Shop Pay on all Shopify stores" through a partnership with Muse. Mark Zuckerberg confirmed the partnership on X the same day. Shopify stock rose about 7% on Monday and again on Tuesday, while Meta shares edged lower. Key TakeawaysMuse launched in the U.S. on September 8, 2026, for users 18 and older, a