Bitcoin lui ve vung 83.000 USD khi dau thau Trung Dong va loi suat keo rui ro, trong khi Strategy tiep tuc mua vao va Citi mo cua thanh toan stablecoin
Thi truong tai san so buoi sang ngay 29/9/2026 dang giao dich trong tam ly than trong sau phien dieu chinh dau tuan. Bitcoin lui ve quanh 83.000-84.000 USD khi gia dau Brent tro lai tren 100 USD, sau khi Tong thong My Donald Trump tu choi dieu kien cua Iran de mo lai eo bien Hormuz va khong loai tru kha nang tan cong them. Dau dong co, dong von ETF tuan truoc van dat khoang 2,4 ty USD, Strategy mua them 1.665 BTC va Citi mo rong hop tac Coinbase de cho phep doanh nghiep nhan thanh toan stablecoin ma khong phai nam giu crypto.
Bitcoin lui ve vung 83.000 USD khi dau tho va loi suat keo giam khau vi rui ro
Theo du lieu thi truong duoc CoinDesk, Cointelegraph va cac ban tin ngay 28-29/9 tong hop, Bitcoin da giam xuong quanh 83.000 USD trong phien thu Hai, giam khoang 1,7% so voi moc 0h UTC va hon 2% trong 24 gio. Mot so moc gia duoc ghi nhan trong khoang 82.557-83.950 USD, sau khi dong cua tuan o muc cao nhat ke tu cuoi thang 1 la khoang 84.450 USD. Ethereum giao dich quanh 2.650-2.690 USD, Solana quanh 117-120 USD, XRP quanh 1,47-1,51 USD. Von hoa toan thi truong crypto lui ve vung 2,86-2,88 nghin ty USD.
Chi so CoinDesk 20 giam 2,6% xuong 1.874,56 diem, voi 91/100 thanh phan giam gia. Nhom DeFi Select Index giam 6,4% trong ngay va 7,3% trong 24 gio; CoinDesk Computing Index giam 3,2% va 5,0%. Nguon gay ap luc khong nam o noi bo crypto ma o thi truong dau: Brent vuot lai 100 USD, ghi nhan 100,83 USD, tang 3,2% trong ngay, sau khi Trump tu choi cac dieu kien Iran dua ra de mo lai Hormuz, gom giai phong tai san bi dong bang, go lenh trung phat dau mo va cham dut phong toa hai quan cang Iran. Vang giam 3,3% xuong 4.144 USD, bac giam 5,1% xuong 61 USD, hop dong tuong lai S&P 500 giam 0,44%, Nasdaq 100 giam 0,95%, chi so USD dung quanh 101,09.
Thi truong dang dinh gia xac suat Fed tang lai 0,25 diem phan tram vao thang 10 o khoang 64%-75%. Tuan nay co PCE thang 8, ISM Manufacturing va viec lam thang 9. Dau dong co, dong von ETF Bitcoin giao ngay cua My tuan 21-25/9 dat khoang 2,39-2,4 ty USD, manh nhat ke tu thang 10/2025, dua dong von rong tu dau nam tro lai vung duong. IBIT van la quy hut von lon nhat.
Strategy mua them 1.665 Bitcoin, nang kho ve 847.666 BTC
Cong ty Strategy cua Michael Saylor da mua 1.665 Bitcoin voi gia 142,7 trieu USD trong tuan qua, nang tong nam giu len 847.666 BTC. Gia mua trung binh la 85.681 USD/dong, theo bao cao 8-K nop SEC ngay 28/9. Tong von Strategy da bo ra la 63,95 ty USD, gia von trung binh 75.437 USD/BTC, da gom phi.
Nguon tien den tu ban 1,47 trieu co phieu pho thong MSTR, thu ve rong 246,2 trieu USD; trong do 142,7 trieu USD mua Bitcoin va 103,5 trieu USD mua lai co phieu uu dai STRC. Cong ty mua lai 1,53 trieu co STRC voi 151,7 trieu USD, them 48,1 trieu USD tu tien mat. Tuan truoc do Strategy da mua 950 BTC voi 75,7 trieu USD sau hai tuan tam dung. So du USD Cash giam tu 1,05 ty xuong 1 ty USD; quy du tru tra co tuc va lai suat giam tu 5,04 ty xuong 5,02 ty USD sau khi chi 22,1 trieu USD co tuc.
Bitget mo lai rut Bitcoin sau vu mat cap gan 388 trieu USD
San Bitget da mo lai rut Bitcoin vao thu Hai sau su co bao mat ngay 24/9. So tai san bi anh huong duoc dieu chinh tu 351,6 trieu len 387,5 trieu USD sau khi tinh them giao dich tren Zcash va Tron. Vi lanh van an toan; phan ha tang vi nong va vi am bi xam nhap.
CEO Gracy Chen cho biet rut BTC tren mang Bitcoin va BNB Smart Chain duoc mo truoc vi ha tang rut tien hoan thanh som nhat. ETH va USDT se theo sau khi kiem tra an ninh xong. Ke tan cong van doi tai san qua THORChain. San da xu ly hang nghin lenh rut, trong do co hang nghin BTC roi khoi du tru duoc theo doi. Circle va Tether da dong bang mot phan nho vi lien quan, nhung mot luong XRP lon van nam ngoai kha nang dong bang.
SEC ra huong dan moi, Vitalik noi Hegota co the la fork "binh thuong" cuoi cung cua Ethereum
SEC cap nhat FAQ ve viec mot so hoat dong crypto co the khong thuoc luat chung khoan lien bang. Tai lieu mo rong cach hieu Howey Test thang 3, gom mua lai token, phat trien mang va token bien lai staking. SEC cho rang mua lai token co the khong duoc xem la no luc quan ly cua hop dong dau tu khi mang da van hanh va khong con ben trung tam. Bao tri, cai thien mang dang chay cung co the nam ngoai tieu chuan do; token bien lai staking khong tu dong bi xem la chung khoan. Day la huong dan khong rang buoc phap ly. Van ban ra doi sau khi Thuong vien khong thong qua duoc CLARITY Act; SEC va CFTC tiep tuc dung tham quyen hien hanh.
Vitalik Buterin cho rang nang cap Hegota, du kien 2027, co the la fork "binh thuong" cuoi cung, van de nhan voi nguoi quen Ethereum thoi 2015. Sau do mang se nghieng sang recursive STARK, kiem chung hinh thuc tu dong, dong thuan toi uu va ma hoa chong may tinh luong tu. PeerDAS, cho phep node lay mau tinh kha dung du lieu thay vi tai toan bo, duoc Buterin xem la buoc Ethereum chuyen tu "chi la mot blockchain" sang "may tinh the gioi mat ma".
Citi va Coinbase mo cong thanh toan stablecoin cho doanh nghiep lon
Citigroup mo rong hop tac voi Coinbase de khach hang to chuc cua ngan hang co the nhan thanh toan bang stablecoin. Thuong nhan dung Spring by Citi se nhan stablecoin tai quay thong qua Coinbase Payments; token duoc doi tu dong sang tien phap dinh, Citi quyet toan voi tu cach ngan hang ghi so. Doanh nghiep khong can giu hay quan ly crypto.
Chieu nguoc lai, Coinbase dung Virtual Account Wallet cua Citi de van hanh Coinbase Virtual Accounts: tien phap dinh nap vao duoc doi tu dong sang stablecoin. Hai tinh nang ra mat truoc tai My, xay tren hop tac thang 10/2025. Citi cho biet minh xu ly khoang 6 nghin ty USD moi ngay. Cac ben noi mo hinh nay mo ra hon 150 trieu nguoi nam giu stablecoin tren the gioi. Debopama Sen, dung dau thanh toan Citi, noi muc tieu la ha tang thanh toan lien thong giua tien truyen thong va cong cu so. Shahmir Khaliq, dung dau dich vu Citi, goi day la buoc de noi tai san so voi nen kinh te van dung tien phap dinh. Alec Lovett cua Coinbase noi khach hang can cau noi nhanh, tuan thu giua fiat va stablecoin, va Citi mang lai dieu do o quy mo lon. Stablecoin nam tai Coinbase hien duoc cong bo loi suat thuong khoang 3,75%/nam.
Tether bi Thuong vien My siet, Franklin Templeton dua quy token hoa len Bybit
Bao cao cua Senat Democrat tai Tieu ban Tinh bao Thuong vien cho rang USDT da tro thanh cong cu tai chinh quan trong giup Iran ne trung phat. Tether phan hoi rang nam 2026 don vi da ho tro dong bang gan 550 trieu USD USDT lien quan Iran, gom vi cua Ngan hang Trung uong Iran va cac mang luoi trung phat. Tether van nam mot luong lon Tin phieu My, duoc dan o muc khoang 141 ty USD theo mot so ban tin.
Franklin Templeton dua co phan quy thi truong tien te token hoa len Bybit de lam tai san dam bao vay USDT hoac USDC, van huong loi suat tai san nen. Goldman Sachs dua quy Tin phieu quy mo khoang 100 ty USD vao ha tang to chuc crypto ma khong token hoa quy. Blockchain.com duoc Bloomberg don la nham IPO tai My nam 2026, huy dong khoang 500 trieu USD, dinh gia 4-6 ty USD. California thong qua luat cam quan chuc phat hanh meme coin. Mot so altcoin nhu QNT bung manh sau tin tuc hop tac ha tang thanh toan token hoa.
Nhin chung, buc tranh ngan han van bi neo boi dau tho, loi suat va lich du lieu My, trong khi dong von to chuc, mua vao cua Strategy va cac cau noi ngan hang-stablecoin cho thay dong tien dai han chua dut. Nha dau tu dang cho PCE, viec lam va dien bien Hormuz de xac dinh lieu vung 82.000-83.000 USD co giu duoc vai tro ho tro.
Nguon tham khao:
- coindesk.com/markets/2026/09/28/bitcoin-falls-to-usd83-000-while-altcoins-unwind-friday-s-rally
- coindesk.com/markets/2026/09/28/bitcoin-rally-takes-a-breather-ahead-of-key-u-s-employment-data-crypto-week-ahead
- cointelegraph.com/news/what-happened-in-crypto-today
- cointelegraph.com/news/strategy-1665-bitcoin-buy-holdings-847666-btc
- cointelegraph.com/markets/btc-price-eyes-best-q3-in-nine-years-three-things-to-know-in-bitcoin-this-week
- decrypt.co/379497/citi-stablecoin-payments-coinbase-without-touching-crypto
- theblock.co/news/business/2026-09-28-citi-coinbase-stablecoin-payments-corporate-clients-417082
- beincrypto.com/type/news/
