BTCC News (Sep 22): US Spot BTC ETFs Draw Nearly $1 Billion in Daily Inflows, ZEC Tops $1,600

1. US Spot Bitcoin ETFs See Nearly $1 Billion in Daily Net Inflows

US spot Bitcoin ETFs recorded combined net inflows of $998.95 million on Monday, the largest single-day inflow since October 2025. BlackRock’s IBIT attracted $381.4 million, ARKB received $289.1 million, and Fidelity’s FBTC saw $238.8 million in inflows.

2. Bitcoin Rises to $86,600, Gains More Than 14% Over the Week

Bitcoin was last trading around $86,621, up 1.14% over 24 hours and 14.19% over the past seven days, with a market capitalization of roughly $1.74 trillion. ETH traded near $2,767, up 15.10% for the week, while SOL reached about $118.98, gaining 22.53% over seven days.

3. ZEC Breaks Above $1,600, Gains 43% Over the Week

ZEC traded around $1,610, up 9.46% over 24 hours and 43.26% over the past seven days. Its market capitalization reached approximately $27.18 billion, keeping it ninth among crypto assets. HYPE traded around $97.33, up 25.81% over seven days.

4. Total Crypto Market Cap Rises to $2.95 Trillion as Fear & Greed Index Hits 77

CoinMarketCap data showed total crypto market capitalization at around $2.95 trillion, up 1.35% over 24 hours. The Fear & Greed Index rose to 77, entering “Greed” territory, while derivatives open interest stood at roughly $441.7 billion.

5. CFTC Chair Says US Markets Must Prepare for “Large-Scale Tokenization”

CFTC Chair Michael Selig said regulators need to prepare for “large-scale tokenization,” on-chain finance and 24/7 trading. He added that the agency will continue studying compliant uses of stablecoins across trading, exchanges and clearing organizations.

6. ECB Proposes Removing MiCA’s Mandatory Bank-Deposit Ratios for Stablecoins

The European Central Bank and EU national central banks have proposed changes to MiCA rules that would remove requirements for stablecoin issuers to hold 30% of reserves—and 60% for significant stablecoins—as bank deposits. Instead, issuers would be required to hold a proportion of assets that mature or can be liquidated within one to five business days.

7. X Integrates Crypto Platforms as It Expands Stock and Crypto Trading Access

X has begun allowing US users to click Cashtags such as $BTC to view real-time prices and connect to trading platforms including Coinbase. The feature marks another step toward integrating social feeds with stock and crypto trading access.

8. 52 BTC From Coldcard Incident Moved to Asset-Recovery Trust Address

Galaxy Digital said white-hat participants transferred about 52.37 BTC linked to the July Coldcard wallet incident into a newly established asset-recovery trust address. The incident involved exploiting flaws in software-generated randomness to reconstruct wallet seeds and resulted in losses exceeding $100 million.

9. Trueo Announces Migration From Base to Ethereum Mainnet

On-chain prediction market Trueo announced that it will move its primary deployment from Base to Ethereum L1, citing stronger network effects, integration capabilities and long-term decentralization needs. Existing Base markets will remain operational during the transition, and there is no deadline for migrating TRUE tokens.

10. Nasdaq Posts Second Consecutive Record Closing High

US stocks were mixed on September 22, with the Nasdaq Composite rising about 0.45% to post a record closing high for a second straight session. The Dow fell 0.36%, while the S&P 500 edged down 0.06%. Technology shares remained supported by the AI theme, while banks underperformed.

11. Barkin Says US Economy Is Strengthening and Inflation Is Not Just an Energy Story

Richmond Fed President Tom Barkin said US consumer spending and broader economic activity remain resilient, with inflation risks outweighing employment risks. He supported last week’s increase in the policy rate to 3.75%–4.00%, while saying the number of additional hikes will depend on incoming data.

12. Dollar Index Holds Above 100, USD/JPY Near 157

The dollar remained supported by expectations for a hawkish Federal Reserve. The US Dollar Index stood around 100.48 on September 22 after touching a nearly two-month high, while USD/JPY traded around 157.15. Lower oil prices have eased some global inflation concerns but have yet to materially change tightening expectations for major central banks.

13. US and Iran Remain in Contact as Middle East Diplomacy Drives Oil Outlook

President Trump said on September 22 that the United States remained in contact with Iran that day and that the two sides could ultimately reach an agreement, while reiterating Washington’s position on the nuclear issue. Markets continue to watch whether diplomatic progress could affect the reopening of the Strait of Hormuz and Middle East energy supplies.

14. Meta’s Muse Reaches 2.8 Million Downloads in Two Weeks as AI Trade Heats Up

Meta’s AI agent Muse recorded around 2.8 million downloads in its first 12 days after launching on September 8. Meta shares gained more than 20% over the same period, adding more than $200 billion in market value. Expectations around consumer AI monetization are continuing to spill over into chip and server stocks.

15. AI Giants’ Bond Issuance Could Reach $420 Billion Next Year

Goldman Sachs data showed that hyperscale cloud companies’ bond issuance is projected to reach around $420 billion in 2027, up 60% from the 2026 estimate. Heavy financing needs for data centers and AI infrastructure are increasing bond supply, with credit spreads for AI-related issuers around 115 basis points.