Bitcoin rises as AI stocks decline, Brent crude climbs to $107

Bitcoin (BTC) faced three security breaches in seven days, including a $320M drain from Liquid's sidechain, a fake token exploit on Symbiosis, and a phishing attack on Revolut. iShares Bitcoin Trust (IBIT) and spot Bitcoin ETFs were unaffected, highlighting custodian risk as the primary concern for shareholders.

Bitcoin rose sharply as prediction markets increased the odds of the CLARITY Act passing to 30%, up from 12% earlier in September. The Senate is set to vote on the bill on Tuesday, September 15, 2026. The bill includes changes to address stablecoin rewards and ethics restrictions. Analysts remain cautious about its passage, with TD Cowen maintaining a 25% chance.

US spot Bitcoin ETFs saw $462.7M outflows from Sept 8-11, ending a 3-week inflow streak. ARKB and GBTC had the largest redemptions, while Morgan Stanley's fund saw inflows. Ether ETFs gained $196.9M, led by ETHA. Bitcoin's price remains near $77,900 ahead of the Fed's rate decision.

US spot Bitcoin ETFs saw $463M net outflows last week, ending a three-week inflow streak. Outflows occurred over four days, with the largest on Thursday. Despite this, September saw net inflows of $307.3M. Analysts cite market challenges, including inflation and Fed policy shifts. Ether ETFs had $197M inflows the same period. Bitcoin and Ether prices showed mixed daily changes.

The US CLARITY Act, dividing crypto oversight between CFTC and SEC, advances with Trump's agreement on ethics rules. Bitcoin and HYPE tokens rose. A September 15 vote requires bipartisan support. The EU's MiCA framework is already in force, with stricter stablecoin rules.

The Bank of Japan is expected to raise its policy rate to 1.25%, the highest since 1995, with 90% of economists predicting 1.50% by March. Japanese bond yields and the yen have surged, while the Nikkei 225 has fallen 8.4% in a month. Bitcoin (BTC) has remained stable, trading near $77,721, despite the yen's volatility and potential BOJ hikes.