Market SitRep · CW36 2026 · Monday
Thursday said Wyoming still had the mic. The speech landed.
by Fenris | Market Intelligence
GM!
Market snapshot (CoinGecko, live vs ~7d, as-of 31 August 2026, 04:37 UTC):
Spot BTC ETFs bleed Friday - first red after the green streak
US spot bitcoin ETFs - the funds that hold real BTC - ran green from 24 August through 27 August, then Friday went red. Farside, which tracks those flows, prints 28 August at -$201.9M. ARKB took -$114.9M of it. IBIT was -$33.4M, BITB -$49.7M, and MSBT +$9.3M. Monday 31 August is still blank.
| Date | Total |
|---|---|
| 24 August | +$337.6M |
| 25 August | +$314.3M |
| 26 August | +$232.2M |
| 27 August | +$242.3M |
| 28 August | -$201.9M |
Farside - US spot BTC ETF daily flows. Total = all spot funds.
Four green days, then Friday they hung the CLOSED sign on the checkout.
Why it matters: when money leaves these funds, they sell real bitcoin. That green run was a bounce that faded.
We will watch the next sessions.
Sources
Warsh spoke. Inflation first. Crypto waited outside.
Kevin Warsh spoke at Jackson Hole - the Fed's yearly Wyoming gathering - on Friday 28 August, 10:00 ET. The Fed posted the speech the same day. Bitcoin Magazine's 28 August recap quoted him saying there is more work to do on inflation. "On the price-stability side of our mandate, the numbers are more concerning."
The same morning crypto sold off and yields jumped. Payments, cryptocurrencies, and stablecoins were on the symposium calendar.
This is mixed, hawkish short-term for crypto.
We will keep eyes on the next FOMC, the Fed's rate-setting meeting.
Sources
Conclusion
From these points we conclude:
Friday closed the ETF lane
Spot BTC ETFs printed a $201.9M red Friday after four green days.
Warsh put inflation first
The Jackson Hole speech landed hawkish on prices. The next FOMC still sits ahead.
GM.
Software and engineering services. Not financial, tax, or investment advice.