If on-chain activity is the leading indicator of cryptocurrency prices, then we will rise significantly.

BTC is back above $80,000.

Daily Alpha Release: August 25, 2026
ETF Demand. Supply testing. Ecosystem growth. _1]

Bitcoin ETF Traffic (US$Million)-2026-08-24

Total Net Traffic: 337.6

IBIT: 208.9
FBTC: 104.6
BitB: 3
ARKB: 0
BTCO: 0
EZBC: 0
BRRR: 0
HODL: 3.3
BTCW: 0
MSBT: 1.4
GBTC: 0
BTC: 16.4

8/24 Total net inflow of Bitcoin ETF: +337.56 million US dollars
$IBIT (BlackRock):+208.93 million US dollars
$FBTC (Fidelity):+104.57 million US dollars
$BITB (Beatvez):+03 million US dollars
$ARKB (Ark): 00 million US dollars
$BTCO (Invesco): 00 million US dollars
$EZBC (Franklin): US$000 million
$BRRR (Valkyrie): US$000 million
$HODL (Van Eck):+ US$03.34 million
$BTCW (Wisdom Tree): US$000 million
$GBTC (Gray Mini):+ US$16.36 million
$MSBT (Morgan Stanley):+ US$013.6 million

The U.S. Treasury Department OFAC has officially listed a country's cryptocurrency industry as a target for sanctions, expanding its authority to target any individual or entity operating in the relevant industry, regardless of its location. Nearly 60 entities and individuals related to a certain country are also subject to sanctions. A Ukraine broker has processed more than$+ in cryptocurrency payments since 2023 to assist a country's armed forces in selling oil-the largest publicly disclosed channel for circumvention of cryptocurrency sanctions.

Hupzy's point of view: Including the entire country's cryptocurrency industry as a target of sanctions is a structural upgrade-the transformation of cryptocurrency from a marginal sanctions tool to a major enforcement target.$ The amount of 100M + confirms the role of cryptocurrencies as a cross-border settlement layer in sanctioned countries, which has a dual impact: it not only verifies its effectiveness, but also incurs more stringent compliance reviews, involving exchanges and stablecoin issuers.

For Bitcoin, the expansion of sanctions has increased regulatory pressure on top of the existing geopolitical risk premium (from conflicts in one country pushing up oil prices and interest rates). Short-term compliance frictions on major exchanges may weaken liquidity, but there is still a structural need for clearing without licensing.

Visual overview of the current market

The second KII Trading Competition, initially starting at 13:00 (UTC) on August 25, 2026, will be postponed until further notice.

Building on MANTRA

Just now: Uber angel investor Jason Calacanis said that once Uber has 100 self-driving cars on the road, its share price will reach $150/share.