· Geral
Summary 25/09: ETFs boost Bitcoin, Solana recovers above $100 and Nasdaq resists high interest rates
Bitcoin ~US$ 85,200 (+1% in 24h, +10.4% in the week) | Solana ~US$ 104 (+4.4% in 24h) | Nasdaq Composite 26,939 pts (closing practically stable, +0.01%). BITCOIN - ETF reversal: Bitcoin spot funds erased a US$ 5.8 billion outflow hole and returned to the black, with a 6-day streak of inflows totaling US$ 2.8 billion — on the last day, US$ 191 million, led by BlackRock (CoinDesk / Cointelegraph / News.Bitcoin.com). - Institutional optimism: Morgan Creek manager says BTC is 'on a new path' to a historic high of US$ 250 thousand, and Fundstrat considers the current breakout 'credible', signaling possible end of crypto winter (Yahoo Finance). - Crypto in mortgages: Fannie Mae and Freddie Mac were directed to accept cryptocurrencies as a qualifying asset in real estate financing in the US (Yahoo Finance). SOLANA - SOL rose ~4.4% in 24h and returned to trading above US$ 100, favored by the Transaction v1 upgrade (maximum transaction size from 1,232 to 4,096 bytes, allowing more complex operations in a single step) (CoinMarketCap). - SOL spot ETFs have accumulated over US$ 1.3 billion in net inflows since launch, with 12 consecutive weeks of positive flow via Bitwise, Fidelity and others (CoinMarketCap / OpenPR). - Next catalyst: the Alpenglow upgrade, which targets transaction finality in ~150 ms, reinforcing the network's case for low-latency applications (CoinMarketCap). NASDAQ - The Nasdaq Composite closed Thursday at 26,939.37 points, practically stable (+0.01%), in a volatile session pressured by interest rates: the 10-year Treasury hit 5.1%, the highest level since 2007 (AP/ABC News, Yahoo Finance). - Oracle plummeted after declaring force majeure on a data center in New Mexico, reigniting doubts about AI infrastructure financing; on the opposite end, Meta rose ~4% with the plan to monetize the Muse AI agent via transaction fees (Yahoo Finance). - Warning sign in breadth: despite recent index records, the semiconductor index SOX is 14% below its June peak, and only AMD, Nvidia and TSMC are holding near highs — a pattern that a BTIG strategist compares to 2000 (Yahoo Finance). - The prospect of a deal to reopen the Strait of Hormuz helped exchanges reduce losses at the end of the session (Yahoo Finance). GENERAL SENTIMENT: mixed, with a recovery bias in crypto — strong ETF flows and optimistic discourse — while stocks operate near highs but under caution, pressured by high interest rates and weak breadth in the technology sector. No investment advice; just facts and context.