Bitcoin tops $80,000 as ETF inflows fuel rally and September risks mount

  • Bitcoin rose 24.8% over seven days and moved above $80,000 on Aug. 25 amid ETF demand and macroeconomic support.
  • Spot Bitcoin ETFs recorded $3.52 billion in monthly inflows, while public miners sold 28,000 to 32,000 BTC worth approximately $1.78 billion.
  • Crypto market capitalization reached $2.70 trillion, but Binance warned that September events, derivatives speculation and weakening institutional demand could prompt a correction.

Bitcoin rose about 24.8% over seven days and roughly 20% over the past month, reaching above $80,000 on Aug. 25 after gaining about 25% in late August. Spot Bitcoin ETFs attracted $3.52 billion during their strongest month since October 2025 and roughly $3.8 billion over the three weeks through early September, including a one-day inflow of $731 million, while Ether products recorded $824 million in weekly inflows. Public Bitcoin miners sold 28,000 to 32,000 BTC in the first half of 2026, worth approximately $1.78 billion at the time, and redirected more than $70 billion toward artificial intelligence and high-performance computing. Binance reported that total crypto market capitalization rose 17.6% to $2.70 trillion, but warned that derivatives speculation, uncertain altcoin leadership and a reversal in institutional demand could trigger a rapid correction. September payrolls, CPI, the CLARITY Act vote and the FOMC meeting were identified as key tests for the rally.

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