Bitcoin reaches $82,262 as Fidelity warns bear-market bottom remains uncertain

  • Bitcoin reached $82,262 before paring gains to about $79,800, while Fidelity said the rebound has not confirmed a bear-market end.
  • U.S. spot Bitcoin ETFs recorded $731 million of net inflows on September 3, led by BlackRock’s IBIT with $454 million.
  • Bitcoin’s gold correlation neared a six-year high as Fidelity and other analysts kept open the possibility of another low around November or later.

Bitcoin reached $82,262, a four-month high, after breaking above the $60,000-to-$70,000 range that had held since early June, before falling 2% to about $79,800 on Friday. The rebound represented roughly a 30% increase from the sub-$65,000 range seen through June and July, although Fidelity Digital Assets said it does not confirm that the bear market has ended. Fidelity research vice president Chris Kuiper said a July bottom may have formed, but another low around November or later remains possible if the imperfect four-year cycle pattern persists; Galaxy Research has also cited a weekly close above the 50-week moving average, then near $82,470, as confirmation of the June 30 low. Bitwise Europe research director André Dragosch said Bitcoin’s 90-day correlation with gold approached a six-year high as bond-market stress, elevated inflation expectations and currency-debasement concerns encouraged investors to view it more as a store of value than a technology stock. U.S. spot Bitcoin ETFs recorded $731 million in net inflows on September 3, led by BlackRock’s IBIT with $454 million, while Ether ETFs added $141 million. Stablecoin activity, real-world-asset tokenization and the Senate cloture motion for the Digital Asset Market Clarity Act, scheduled for September 15, remain additional market factors.

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