Company
CoinShares is a European digital asset investment firm offering crypto exchange-traded products and funds, and publishes bitcoin market research.
Crypto investment products lost $434 million in the week through October 16, CoinShares reported, after September CPI came in at 3.7% against a 3.6% forecast. Gasoline supplied roughly half the monthly rise, so one week of flows is thin evidence of a lasting Fed link.
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Ethereum fell 5.5% and XRP 5.1% in 24 hours against Bitcoin's 3.1% after September CPI rose 3.7%, Decrypt reported. Two analysts it quotes split on the cause: one points to the dollar and rate-hike odds, the other to profit-taking after a strong run.
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Zcash fell 11% in 24 hours to an $18.5 billion market cap, per Decrypt data, after a 460% run from its March lows. Liquidated longs came to $17.9 million, under 1% of the roughly $2.3 billion lost, so leverage alone cannot account for the fall.
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CoinShares will offer stablecoin yield strategies inside Safe wallets through Railnet vaults, with US persons excluded, an Oct. 14 release says. Its no-custody claim rests on a vault design the release describes only in outline.
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Bitcoin traded near $83,000 on Monday, Decrypt and Bitcoin.com both reported. Decrypt put the odds of an October 28 Fed hike at 19.4% on CME FedWatch, yet spot ETFs took in only $21.13 million on Friday after two days of heavy outflows.
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Spot BTC ETFs lost about $680 million last week and $65 million on Monday, Decrypt's Morning Minute reported. Price has done better than flows: BTC at $83,400 is about 4% under last week's high after touching $81,000 on Monday.
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SWI Group paid $500 million for about 77% of Genesis Digital Assets, which controls 1.3 GW of grid connections across 15 sites. That works out to about $500,000 per attributable megawatt, paid ahead of the AI conversion SWI plans.
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IREN shares rose 5% premarket on a reported Anthropic cloud contract that neither company has confirmed. CoinShares puts miners' AI and HPC backlog above $100 billion with only about 550 MW billing, so a signature is the first of several steps to revenue.
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Fairshake's affiliates reported $2.7 million in House spending after the Senate blocked the CLARITY Act in September. The money goes to House races while the bill sits in the Senate, so the clear rules institutional investors are waiting for have not arrived.
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CoinShares says Treasury yields at two-decade highs, 5.3% on the 10-year and 5.7% on the 30-year, could matter more for bitcoin than Fed rate decisions. The firm concedes its fund-flow data has not yet shown that debt fear is what drew money into bitcoin products.
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Bitcoin miners' daily revenue rose 78% to about $48 million as the coin rebounded 45% from its July low, according to CryptoQuant. A slip to $80,000 alone would cut hashprice by under 4%; the bigger risk is the 13% of peak hashrate still offline.
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CoinShares' survey of 2,230 investors with $500,000 or more found just 9% to 19% of crypto holders invest mainly as a hedge. Advisers should prepare for requests argued on returns and sized against an average allocation that HSBC and Ric Edelman both put lower.
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The EIA projects US electricity demand will set records in both 2026 and 2027, reaching 4,356 billion kWh. National growth is under 4% over the two years, so the power constraint on AI building shows up locally, in regional prices and in what a connected megawatt sells for.
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CME plans to list two Nvidia GPU compute futures on October 5, pending regulatory approval, with prices running 36 months forward. Bitcoin miners that moved into AI hosting can hedge with them only if what they are paid moves with a GPU rental index.
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US spot Bitcoin ETFs took in $102.7 million on October 1, a tenth of September 21's $999 million, as Bitcoin neared $87,000. That leaves the Fed's October 27-28 meeting, more than the seasonal record, to decide whether fund buyers return in size.
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US spot Bitcoin ETFs have taken in about $3.1 billion over nine trading days, lifting their year-to-date net inflows to roughly $1 billion. Ether and Zcash funds slipped into small outflows after week-long inflow runs, in sums too small to show money leaving altcoins for Bitcoin.
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Bitcoin's CMBI benchmark closed near $83,113, just under the $84,000-$85,000 band where Glassnode counts more long-term holder coins than at any other price. With futures leverage at its lowest since March, spot buyers and sellers will decide whether the band holds.
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ENRG began trading on NYSE Arca on September 22 holding 25 to 50 names. The rising data-center electricity demand behind the pitch reaches that book through uranium, copper and pipeline tolls. Two-thirds of its oil and gas producers are American.
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The Series F closed at a $30.9bn post-money valuation on one operating gigawatt and $140bn of contracted value spread across six. Turning the other five gigawatts into cash is what the new money bought.
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CoinShares marks stabilised data centre capacity at $27m a megawatt and energised mining capacity at $3m, and the conversion cost in between explains why Core Scientific, Keel, Cipher and IREN are walking away from hashrate.
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Invest · September 9, 2026 · One report1 publisher
Invest · August 25, 2026 · Confirmed3 publishers