Thursday, 3 September 2026
Fed hike odds at 62-70 percent as Bitcoin ETF outflows hit 236 million dollars
Lead story · bitcoin — Bitcoin back above $77,500, XRP leads majors as Fed hike odds slide to 62% (CoinDesk)
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The Lead
Bitcoin trades above 77,500 dollars while futures price a September Fed hike at 62 to 70 percent.[1][2] Spot ETF redemptions reached 236 million dollars on September 1, led by BlackRock's IBIT, even as exchange inflows hit several thousand BTC in recent sessions.[3][4]
Miners continue reallocating power to AI at scale, leaving hashrate 20 percent below its 2025 peak after 316 days without a record.[5] Oil above 90 dollars from renewed Iran strikes adds imported inflation without lifting Bitcoin demand. The unresolved tension sits in whether higher rates and ETF exits will force distribution or whether macro volatility simply keeps price range-bound.
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THURSDAY · THE WALL
$8.4tn of sovereign debt matures in 2026.
That is 20% of $42.3tn outstanding across the US, UK and Japan — all of it to be refinanced at whatever the market charges on the day, not at the coupon it was issued with.
Data as of 2026-09-01 · The maturity wall →
The Wire
BITCOIN
Hyperscale Data ends Michigan BTC mining as holdings fall 79% — Cointelegraph
BITCOIN
Bitcoin back above $77,500, XRP leads majors as Fed hike odds slide to 62% — CoinDesk
CONFLICT
Iran strikes Kuwait as Trump says renewed Mideast hostilities will not last 'too long' — CNBC
ECONOMY
The world appears to be entering a higher-rate era. Here’s who will pay the price — CNBC
CONFLICT
Asia looks to store oil, gas closer to home after Strait of Hormuz crisis — Al Jazeera
POLITICAL
CNBC Daily Open: U.S.-China meeting in focus while Trump wants to rename the Strait of Hormuz — CNBC