Wochenrückblick #148 - Bitcoin mit starkem Q3 vor Uptober, El Salvador verletzt IWF-Kriterium zur BTC-Akkumulation, Strategy erreicht neues BTC-ATH
Summary
Bitcoin closed its best Q3 since 2017 with a 42% gain, outperforming gold and tech stocks despite rising US bond yields. The episode covers positive outlooks from Citigroup and Fidelity, alongside new SEC custody rules and weak US labor data that reduced the likelihood of an October rate hike. It also details Germany's official draft to tax crypto like stocks, El Salvador's controversial Bitcoin accumulation under IMF waivers, and Strategy's record-high Bitcoin holdings.
Topics discussed
Intro: IWF, El Salvador & Strategy Highlights
Bitcoin Price Recovery and Fed Rate Expectations
Gold, Silver Performance & ETF Flows
Q3 2026 Bitcoin Performance & Seasonality
Q3 Context: Nasdaq, Gold & Negative News
Bear Market Bottom & YTD Asset Comparison
US PCE Inflation Data Analysis
September Jobs Report & Wage Inflation
Fed Rate Decision Probabilities for Oct/Dec
Market Reaction to Economic Data
Citigroup Raises Bitcoin Price Target
SEC Crypto Custody Rule Proposal
Fidelity Strategist Julian Timmer's Outlook
Bitcoin Diversification & 4-Year Cycle
German Crypto Tax Draft & Political Resistance
CDU/CSU Politicians' Stance on Crypto Tax
El Salvador Bitcoin Accumulation & IWF Dispute
El Salvador Stablecoin Switch & Chivo Wallet
Strategy's Record Bitcoin Purchase
Strategy Bitcoin Yield & STRC Analysis
Strive Competitor Update & Outro
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