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₿ Bitcoin Today (26/09): BTC steady at US$ 84k, ETFs string together 7th day of inflows and Bitget hack doesn't shake the market
₿ BITCOIN NOW — Saturday, September 26, 2026 BTC: US$ 84,030 | 24h: +0.26% | 24h High: US$ 84,340 | 24h Low: US$ 83,366 The day was one of consolidation: Bitcoin continues to trade sideways in the US$ 84k range, after coming close to US$ 87k at the beginning of the week. The highlight continues to be institutional demand, with US spot ETFs stringing together consecutive days of net inflows. The market also absorbed the Bitget hack with ease, which had its loss revised to US$ 388 million. 📰 WHAT HAPPENED TODAY 1. Bitcoin ETFs turn the year positive after erasing a US$ 5.8 billion deficit US spot Bitcoin ETFs registered on Friday the seventh consecutive day of net inflows, accumulating around US$ 2.8 billion in the recent streak. With this, 2026 flows returned to positive territory after reaching a deficit of US$ 5.8 billion in July. According to Bloomberg analyst James Seyffart, the average ETF holder returned to profit for the first time since January, with an estimated average cost around US$ 81.7k. 💡 Why it matters: The consistent return of institutional money is today the main support for the price and signals a recovery of confidence after months of outflows. Sources: CoinDesk and Bitcoin Magazine 2. Bitget hack rises to US$ 388 million and is linked to North Korea Bitget revised to US$ 388 million the loss from the attack on its hot wallets that occurred on Thursday, above the approximately US$ 351 million initially reported. According to CEO Gracy Chen, IP patterns and on-chain analysis point to strong consistency with North Korean hacker groups; Circle and Tether froze part of the assets, and the exchange states that its protection fund, exceeding US$ 464 million, fully covers the losses. Withdrawals remain suspended, with a gradual resumption promised — reports indicate BTC withdrawals starting 28/09, but the exchange has not yet officially confirmed a complete timeline. 💡 Why it matters: It was one of the biggest hacks of the year and the market barely reacted — a sign of maturity, but also a reminder of the risk of leaving coins on exchanges ("not your keys, not your coins"). Sources: Bitcoin Magazine and CoinDesk 3. Researchers propose "Shielded Bitcoin": Zcash-style privacy without changing the protocol A new paper from researchers at the cryptography firm [alloc] init proposes a private payment system for Bitcoin, inspired by Zcash, capable of hiding amounts, senders and recipients without altering the network's consensus rules. The proposal works as a layer on top of Bitcoin, using encrypted records ("notes") verified by external software. Critics point out that the design is still preliminary: it would lack a deposit/withdrawal mechanism, costs would be around 4x higher and a "trusted setup" would be necessary. 💡 Why it matters: Privacy is one of the most debated frontiers of Bitcoin development, and a solution that doesn't require a soft fork could advance without depending on network consensus. Source: CoinDesk 4. Dormant whale since 2022 moves ~4,500 BTC (US$ 380 million) A wallet inactive for over four years transferred around 4,500 BTC, valued at approximately US$ 380 million, to new addresses. On-chain analysis suggests a custody reorganization, not necessarily a market sale — but the final destination of the funds is still unconfirmed. 💡 Why it matters: Movements of old whales are closely watched because they can anticipate selling pressure or simply indicate security updates from large holders. Source: CryptoSlate 🔗 SOURCES - CoinDesk (price): https://www.coindesk.com/price/bitcoin - Bitcoin Magazine (ETFs): https://bitcoinmagazine.com/news/bitcoin-etfs-bring-in-nearly-3-billion - CoinDesk (ETFs / US$ 5.8B deficit): https://www.coindesk.com/markets/2026/09/25/bitcoin-etfs-have-erased-a-usd5-8… - Bitcoin Magazine (Bitget / North Korea): https://bitcoinmagazine.com/news/north-korea-linked-to-bitget-hack - CoinDesk (market / Bitget): https://www.coindesk.com/markets/2026/09/25/altcoins-rally-across-the-board-a… - CoinDesk (Shielded Bitcoin): https://www.coindesk.com/tech/2026/09/25/bitcoin-could-soon-get-zcash-style-s… - CryptoSlate (whale): https://cryptoslate.com/dormant-whale-moves-380m-bitcoin-leaving-the-sale-que… 📌 DAY SUMMARY Bitcoin stable around US$ 84k, ETFs confirming the return of institutional appetite, ecosystem absorbing the Bitget hack well and privacy research moving the technical debate forward. A day of consolidation, with institutional fundamentals strengthening. This content is informative and educational. It is not a buy or sell recommendation.