Bitcoin stabilized near $84,500 as weaker expectations for additional Federal Reserve rate increases improved sentiment toward digital assets after a difficult September. US spot Bitcoin exchange-traded funds attracted approximately $2.4 billion in net capital during the trading week ending September 25, reversing earlier outflows and returning cumulative 2026 flows to positive territory. Strategy bought another 1,665 BTC, taking its total holdings to 847,666 BTC, while Bitcoin dominance approached 60%. Citigroup lifted its 12-month Bitcoin forecast from $82,000 to $113,000 and its Ethereum estimate from $2,240 to $3,028, citing stronger market participation and renewed ETF inflows. September US employers added 29,000 jobs and unemployment rose to 4.2%, reducing expectations for aggressive Federal Reserve tightening, although hotter-than-expected inflation could reverse that outlook. Strategy, Coinbase and Robinhood shares also advanced. Ethereum’s gains lagged Bitcoin’s, while MetaMask began precautionary validator withdrawals after a security breach diverted about 0.36 ETH in staking rewards. The SEC proposed a cryptocurrency custody framework for registered investment advisers that could allow direct custody of some digital assets where qualified third-party custodians are unavailable, subject to strict security and technical requirements. European authorities are examining whether Binance served clients without the approvals required under the European Union’s MiCA framework, while Binance cites the reverse-solicitation exemption. Tether said it plans to connect USDT capabilities to Bitcoin through Utexo, supporting confidential transactions, BTC-USDT swaps and Bitcoin-collateralized lending. Ethereum Layer-2 network Blast said it would cease operations after assets fell from a peak above $2 billion. Bitcoin’s ability to hold support near $84,500, along with leverage and regulatory developments, remains central to the outlook for the coming week.