· Geral
Daily summary 25/09: Bitcoin stable at US$ 84k, Lightning on x402 and billion-dollar options expiration
🇧🇷 BITCOIN BRASIL — DAILY SUMMARY 📅 September 25, 2026 ₿ BITCOIN NOW BTC: US$ 84,019 24h: -0.12% 24h High: US$ 85,247 24h Low: US$ 83,164 (Market data consulted around 5:30 PM, Brasília time, on Coinbase, Kraken and Gemini. Small variations between exchanges are normal.) 📰 WHAT HAPPENED TODAY 1. Block brings Lightning payments to x402 protocol, aimed at AI agents Block, Jack Dorsey's company, joined the x402 Foundation and integrated Lightning Network support to x402, an open payment standard that allows artificial intelligence agents to autonomously pay for APIs, data and digital services. The foundation, created in April under the Linux Foundation, counts Google, Microsoft, AWS and Coinbase among its supporters. Steve Lee, head of Spiral (Block's Bitcoin arm), said the goal is to "make Bitcoin everyday money for people and for agents acting on their behalf". 💡 Why it matters: Automatic micropayments between AI agents are pointed out as one of the major future use cases, and Lightning puts Bitcoin in this competition. Source: Cointelegraph 2. Researchers propose Zcash-style privacy on Bitcoin without soft fork Researchers from cryptography firm Alloc Init published the "Shielded Bitcoin" proposal, which uses zero-knowledge proofs to hide amounts, senders and recipients of transactions, using Bitcoin only as a publication and ordering layer — without changing consensus rules. The proposal divides opinions: critics point out that a new metaprotocol starts with zero anonymity set and that the scheme is not resistant to quantum computers, while Eli Ben-Sasson (StarkWare) praised the initiative. 💡 Why it matters: Privacy is one of the most discussed limitations of Bitcoin, and a solution that doesn't require a soft fork would avoid years of debate about protocol changes. Source: Cointelegraph 3. Sequans sells its last 314 BTC and ends Bitcoin treasury strategy French Sequans Communications, which accumulated over 3,200 BTC since June 2025, completed the sale of its last 314 coins and officially ended its Bitcoin treasury strategy. According to CEO Georges Karam, the funds were used to pay off convertible debt and strengthen the company's balance sheet, which now refocuses on its main cellular IoT business. VanEck research cited in the article points out that at least nine companies completely liquidated their crypto treasuries in 2026. 💡 Why it matters: The case shows the decline of the "Bitcoin-treasury companies" model that multiplied in 2025, especially among indebted companies. Source: Cointelegraph 4. US$ 15.6 billion in Bitcoin options expired this Friday About 182 thousand BTC in options contracts expired today on Deribit, in the largest recent expiration: 106.2 thousand calls against 75.9 thousand puts (put/call of 0.71), indicating predominantly bullish positioning. The "max pain" was at US$ 76,000, well below the current price, and analysts note that with the expiration, hedge flows that had been supporting the rally disappear — on the same day that durable goods and consumer confidence data came out in the US. 💡 Why it matters: Large options expirations typically increase short-term volatility and help explain today's sideways price action. Source: Decrypt 5. ETFs continue buying and profit-taking is still modest, on-chain data shows US spot Bitcoin ETFs recorded another US$ 347 million in net inflows on Wednesday, totaling about US$ 2.84 billion in six days, with BlackRock and Fidelity leading. On-chain, Bitfinex observes that holders realized about US$ 2.4 billion in profits after the recent rally — well below the US$ 7 to 10 billion daily seen at previous market tops. The macro backdrop remains heavy: the 10-year Treasury yield touched 5.13%, the highest level in 19 years, with the market pricing in a high chance of another Fed rate hike in October. 💡 Why it matters: Steady institutional demand and moderate selling by holders suggest that the quarter's rally (about +44%) still doesn't show the typical pattern of a top. Sources: CoinDesk and Cointelegraph 🌎 BITCOIN'S DAY Bitcoin spent the day practically stable in the US$ 83k to US$ 85k range, digesting the billion-dollar options expiration and American interest rates at their highest in nearly two decades, after touching US$ 87k on Wednesday. ETFs continued absorbing supply and on-chain data indicates profit-taking still contained by previous tops' standards. In the ecosystem, the day was marked by infrastructure advances: Lightning on the x402 protocol of the AI agents era and a new privacy proposal without soft fork. 🔗 SOURCES - https://cointelegraph.com/news/block-brings-bitcoin-lightning-payments-to-x40… - https://cointelegraph.com/news/shielded-bitcoin-zcash-style-privacy-no-soft-fork - https://cointelegraph.com/news/sequans-exits-bitcoin-treasury-strategy-after-… - https://decrypt.co/379093/15-6-billion-bitcoin-options-expire-friday-what-means - https://www.coindesk.com/daybook-us/2026/09/25/bitcoin-holders-are-cashing-ou… - https://cointelegraph.com/markets/bitcoin-fall-84k-treasury-yield-hits-19-yea… 🤖 Summary prepared by Anyza News for the Bitcoin Brasil community.