Early bird ends Oct. 2. Save up to $1,500

Time sensitive ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­  

REGISTER The Agentic Economy isn't a theme. It's where AI and blockchain are converging right now.   For the first time, non-human entities can autonomously create, hold and transact value. That infrastructure needs three things working simultaneously: speed, scale and trust. Blockchain solves all three.   Hong Kong is where Chinese AI meets international capital and international trust frameworks. There's no better city to have this conversation.   Save up to $1,500 before prices increase on October 2 at 10:00 AM ET / 10:00 PM HKT. REGISTER Become a Sponsor Consensus is where blue-chip institutions close deals, build partnerships, and compress months of meetings into days.   CONTACT US Copyright © 2026 CoinDesk. All rights reserved. CoinDesk, Inc., 61 9th Avenue, 5th Floor, New York, NY, 10011, USA Unsubscribe Manage Preferences

Bitcoin beat every major asset this quarter — including gold

Gold fell 4% on Monday. Bitcoin slipped 1%. Fidelity's macro chief says the double-bottom breakout points to $100K. And September may be about to shatter a decade-long losing streak. ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Tuesday, September 29, 2026   Bitcoin is up 0.90% to $84,327 this morning — and quietly doing something remarkable. While gold fell nearly 4% on Monday as the Dollar Index surged above 101 on 2007-high yields, bitcoin slipped just 1% before bouncing back. Over the full quarter it has gained more than 40%, making it the world’s best-performing major asset. The chart tells a compelling structural story: Fidelity Investments’ director of global macro, Jurrien Timmer, says bitcoin has confirmed a double-bottom breakout above $80,000 — a pattern that historically targets $100,000. The $90K, $95K and $100K call options on Deribit hold a combined $6.57 billion in open interest. With two calendar days left in September, bitcoin is also on track to break a 13-year streak of negative Septembers. Stay alert. Read today’s full report → Market snapshot As of 8am EST Asset Price 24h BTC $84,327 +0.90% ETH $2,731 +1.52% SOL $120.10 +0.07% XRP $1.52 −0.43% Prices approximate. Visit coindesk.com/price for live data. What matters today Markets   Story 1 of 3 Bitcoin beats gold — and a Fidelity analyst says $100,000 is in play As longer-duration Treasury yields hit 2007 highs and the Dollar Index surged above 101 on Monday, gold fell nearly 4% — its worst single-day drop of the quarter. Bitcoin slipped just 1% in the same session before recovering to $84,000. Over the full quarter it has gained more than 40%, making it the world’s best-performing major asset by a wide margin. Jurrien Timmer, Fidelity Investments’ director of global macro, says bitcoin has confirmed a “double-bottom breakout” above $80,000, a chart pattern that confirms a bullish trend reversal and historically targets $100,000 — using lows of $60,033 and $57,742 set earlier this year, with the middle peak near $82,800 acting as the neckline. Options traders appear aligned: the $90K, $95K and $100K call strikes on Deribit hold a combined $6.57 billion in open interest, with $90K calls leading at $2.45 billion. Read more → Markets   Story 2 of 3 Bitcoin rebounds above $84,000 as Treasury yields steady Bitcoin pulled back to $82,500 on Monday before recovering above $84,000 overnight as Treasury yields steadied after the 10-year briefly touched 5.2%. Spot bitcoin ETFs drew $30 million in inflows Tuesday, a modest but positive reading after last week’s $2.84 billion six-day streak. The $82,813 support level — the former resistance that flipped on September 21 — held, reinforcing the bullish structure. Aave led DeFi higher with a 7% gain as the broader market shrugged off the continued bond selloff, while AAVE open interest rose to a record $1.4 billion. U.S.–Iran indirect talks with mediators resumed on Monday, with Middle East crude exports climbing to their highest level since the conflict began — a constructive sign for oil supply and by extension for inflation expectations. Read more → Markets   Story 3 of 3 Bitcoin is about to shatter a 13-year September losing streak Since 2013, every time bitcoin has posted a positive August, it has finished September in the red — a streak that has held through bull and bear markets alike. With two calendar days remaining, bitcoin is up approximately 2% for September, on track to break that pattern and deliver three consecutive months of gains from July through September. A positive close would also be the first positive September since 2023. Analysts note the streak’s persistence has made September a self-fulfilling sell signal for some traders, meaning a clean break above it could trigger short-covering. The quarter itself is already bitcoin’s best since Q4 2024 at over 40% gains, and a positive September close would give the bull case one more historical tailwind heading into Q4 — historically bitcoin’s strongest quarter. Read more → CoinDesk Disclosure: The information contained in this newsletter, and any information linked through the items contained herein, is not intended to provide sufficient information to form the basis for an investment decision. You should seek additional information regarding the merits and risks of investing in any cryptocurrency or digital assets. L1.co Disclosure: This material is for informational purposes only, and the content contained herein should not be considered investment advice or a solicitation, offer, or recommendation to sell or buy any asset, strategy, or product. Investing in digital assets involves a high degree of risk, including the loss of principal. Crypto Daybook Americas: A newsletter from CoinDesk Were you forwarded this newsletter? Sign up here.  Copyright © 2026 CoinDesk, All rights reserved.  CoinDesk, Inc., 61 9th Avenue, 5th Floor, New York, NY 10011, USA Unsubscribe Manage preferences

Goldman's $100B fund just went onchain (sort of)

No blockchain required. Goldman just plugged its $100B Treasury fund into crypto's settlement infrastructure. Plus: Senate Dems call Tether a lifeline for Iran, and AI agents could trigger a bank run. ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Monday, September 28, 2026 Goldman Sachs brings $100 billion Treasury fund into crypto's institutional plumbing Goldman's roughly $100 billion FTIXX Treasury fund is coming to institutional crypto firms through Lynq, a settlement network used by digital-asset companies — without being tokenized. Rather than building a blockchain product like BlackRock's BUIDL or Franklin Templeton's BENJI, Goldman is using Lynq as a new distribution channel for an existing traditional fund. Firms like B2C2, Wintermute, Galaxy, and Fireblocks can now park idle cash in FTIXX between trades and earn yield, with trades handled by SEC-registered broker-dealer tZERO Securities. It's a template for how Wall Street might enter crypto infrastructure without touching a blockchain at all. 2-minute read → Policy Tether is a 'lifeline' for Iranian regime, Senate Dems say in new report Democrats on the Senate's Permanent Subcommittee on Intelligence published a report Monday alleging that USDT has become a key tool for Iran to bypass sanctions — with an estimated $2 billion in government transactions last year alone. The report says Tether "repeatedly failed" to block Iran-connected wallets and that prior to 2024, the company didn't consistently freeze wallets designated by counter-terrorism agencies. Tether responded by listing nearly $550 million in Iran-linked freezes it says it has supported at U.S. authorities' request. 2-minute read → Markets AI agents could drain cheap bank deposits, Apollo's Torsten Slok warns Apollo Chief Economist Torsten Slok warned Sunday that AI assistants like Meta's Muse could trigger a slow-motion bank run — automatically sweeping household cash from checking accounts earning 0.1% into high-yield alternatives paying 3–5%. If widely adopted, that shift could drain the cheap deposits banks rely on to make loans, threatening the broader financial system. Crypto is already building the payment rails these agents would need: Coinbase's x402 protocol has processed over 200 million transactions across 69,000 active agents. 2-minute read → Know someone who should be reading this? Share this newsletter See all of CoinDesk’s newsletters    CoinDesk, Inc., 61 9th Avenue, 5th Floor, New York,NY,10011,USA, Unsubscribe Manage Preferences   Copyright © 2026 CoinDesk, All rights reserved.