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Why Bitcoin Is Starting Q4 on Stronger Footing Than Traditional Markets

1 October 2026 at 19:35

Bitcoin outperformed stocks and gold in September as it entered the fourth quarter on a high note, according to Santiment. The world’s largest crypto asset gained around 8% during the month. In comparison, the S&P 500 saw little movement, while gold fell by more than 6%.

Several altcoins also recovered as investor interest returned to the market.

What Changed in September?

Fresh capital inflows supported Bitcoin’s rally. US-listed spot BTC exchange-traded funds (ETFs) attracted billions of dollars in September, including several large inflow days toward the end of the month. Meanwhile, Strategy added another 1,665 BTC to its holdings, which was indicative of continued corporate accumulation. Strive also expanded its corporate Bitcoin holdings by purchasing 1,107 for $94.5 million.

Improving economic conditions also helped the market. US inflation data for August came in below expectations, easing pressure on Treasury yields as well as reducing concerns about another Federal Reserve rate hike. While stock markets showed a limited response, cryptocurrencies recorded stronger gains following months of weak sentiment and heavy short positions.

Santiment found that crypto markets are entering Q4 with several potential growth drivers.

β€œContinued ETF demand, corporate accumulation, improving regulatory clarity, and renewed altcoin participation give traders reasons to stay optimistic.”

But while higher yields and crowded leverage can still create sharp pullbacks, the analytics firm stated that β€œcrypto currently has catalysts that traditional assets simply haven’t matched.”

What’s Next?

Bitcoin is stuck just below $86,000, and Crypto Patel thinks this level could decide where the asset heads next. If BTC breaks above this level and holds, a move toward $100,000 could be back on the table. If it fails, however, traders will be watching $82,886, $80,300, and $76,400 for support. BIT Research’s latest report, meanwhile, has put a much bigger number on Bitcoin’s current cycle. The firm said that the bear market has likely ended and predicted an upside range of $185,000 to $215,000.

Whale wallets are also stacking up. In fact, wallets holding 10 to 10,000 BTC added 41,025 coins in just 10 days, pushing their total holdings to 13.64 million.

Bitcoin’s longer-term setup is still looking healthy as the MVRV Z-Score remained above its 365-day moving average. That level has historically acted as support during broader rallies. It doesn’t mean BTC is guaranteed to keep climbing, though. Short-term pullbacks can still hit, and they could be sharp.

For now, the bigger thing to watch is whether the Z-Score can hold above that average. If it does, CryptoQuant’s analysis states that the broader valuation trend remains supportive of further upside. A sustained break below the 365-day average would be a different story and could signal that the longer-term structure is starting to weaken.

The post Why Bitcoin Is Starting Q4 on Stronger Footing Than Traditional Markets appeared first on CryptoPotato.

MSTR Stock Outlook as Strategy CEO Questions MSCI’s Anti-Bitcoin Stance Ahead of November Rebalancing

1 October 2026 at 18:40

Strategy (NASDAQ: MSTR) stock price is up 3% today, October 1, to trade at $157 at the time of writing. The gains follow a recovery across US stocks after softer US inflation data trimmed the odds that the Federal Reserve will hike interest rates at this month’s Federal Open Market Committee (FOMC) meeting. MSTR stock

The post MSTR Stock Outlook as Strategy CEO Questions MSCI’s Anti-Bitcoin Stance Ahead of November Rebalancing appeared first on CoinGape.

Banker on Wheels launches Premium, Exponential Wealth – Free Book, Highest Yields on Bonds, VALL & Chill

1 October 2026 at 11:00

Banker on Wheels launches Premium, Exponential Wealth - Free Book, Highest Yields on Bonds, VALL & Chill

October 1, 2026

RaphFrancescaRaph & Francesca
Banker on Wheels launches Premium, Exponential Wealth - Free Book, Highest Yields on Bonds, VALL & Chill

It always seems impossible until it’s done

Nelson Mandela

⭐ Featured

Banker on Wheels Resources

Banker on Wheels Launches Premium Research (Including Three Apps)

Banker on Wheels Launches Premium Research (Including Three Apps)

Banker on Wheels

The majority of you wanted us to focus on Premium in our last survey, so we built it.

After thousands of hours spent building a free resource, we realised that creating a premium service was the only way to bring our research, guides and tools to the next level while preserving what makes Banker on Wheels special in the first place.

This premium setup allows us to partner with multiple data providers. Together, data and running costs amount to multiple times the price of a Tour de France bike. Some of these data sources, to my knowledge, have never been available to individual investors, in Europe nor even in the US.

Centuries of academic-quality data, a non-US focus, our own quality checks and methodologies, and years of research and synthetic index construction make our apps genuinely different. We are building on deep data and rigorous research foundations.

Supplemented with guides you won’t find anywhere else, Premium Research will allow us to build one of the most complete research platforms available to non-US investors.

The upside of those nearly seven years of Banker on Wheels for you, is that we now understand our readers’ problems well enough to build a service we’re certain returns considerably more value than it costs.

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πŸ“Š Portfolio Construction

Asset Allocation

[FREE BOOK] Exponential Wealth: Centuries of Stock and Bond Return - 398 pages - Roger G. Ibbotson Laurence B. Siegel

[FREE BOOK] Exponential Wealth: Centuries of Stock and Bond Return - 398 pages - Roger G. Ibbotson Laurence B. Siegel

CFA Institute

What can more than a century of market history actually teach us about building wealth? Exponential Wealth: Centuries of Stock and Bond Returns, published by the CFA Institute Research Foundation, brings together the Ibbotson long-term return dataset with 100 years of US market history, centuries of earlier data, and global evidence across countries and markets. The book looks at stocks, bonds, bills, inflation, risk premiums, drawdowns, compounding and diversification, before turning to the harder question of what historical returns can tell us about future expected returns. One of its most useful messages is that the extraordinary US experience should not automatically be treated as the universal outcome: the global and historical sections highlight survivorship bias, market disruption and the importance of looking beyond the US. It puts many of the ideas long-term investors rely on, compounding, the equity risk premium, diversification and expected returns, into a much longer historical and global context. It also makes a useful distinction between what markets have delivered and what investors should reasonably expect going forward.

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Banker on Wheels Launches Premium Research (Including Three Apps)

30 September 2026 at 12:51

Banker on Wheels Launches Premium Research (Including Three Apps)

Why We Are Launching Premium Research After nearly Seven Years Of Free Financial Education

Banker on Wheels was built for impact

Dear Wheelers –

I have always believed in open, freely available education.

Banker on Wheels was built for impact. As some of the oldest readers know, it began as a way of paying back the life-changing experiences and the generosity I received from people during my round-the-world cycling adventures. Making a business out of it was not part of the plan for the first few years, because it risked narrowing the wide impact, which is what fuels me in the first place.

Today, in the age of AI, Information is abundant, but genuinely independent research, real-world experience and human judgement are rare

What kept the project alive was the mission: making a small bike the symbol of resources investors can trust, in an industry where intellectual honesty is rare. Like in investing, there are no shortcuts to blogging. So far, this has been a marathon, and it took a certain madness to keep dedicating the time against all odds.

We lead a fairly alternative lifestyle, so the opportunity cost so far has been our time and our retirement savings. I was always willing to make that trade, because it gives me real satisfaction that, in a very miniature way, we make the world a better place.

But the landscape has changed enormously since ChatGPT first arrived. Information is abundant, but genuinely independent research, real-world experience and human judgement are rare.

The majority of you wanted us to focus on Premium in our last survey, so we built it.

So we faced two choices: reduce our time, or make Banker on Wheels even better.

After thousands of hours spent building a free resource, we realised that creating a premium service was the only way to bring our research, guides and tools to the next level while preserving what makes Banker on Wheels special in the first place. That’s also what the majority of you wanted us to focus on in our last survey.

Premium is not simply a paywall. It is a way for our readers to fund three things.

First, more value for you. Centuries of data. Research You can't find anywhere else.

This premium setup allows us to partner with multiple data providers. Together, data and running costs amount to multiple times the price of a Tour de France bike. Some of these sources, to my knowledge, have never been available to individual investors, in Europe nor even in the US.

Centuries of academic-quality data, a non-US focus, our own quality checks and methodologies, and years of research and synthetic index construction make our apps genuinely different. We are building on deep data and rigorous research foundations.

Supplemented with guides you won’t find anywhere else, Premium Research will allow us to build one of the most complete research platforms available to non-US investors.

The upside of those nearly seven years of Banker on Wheels for you, is that we now understand our readers’ problems well enough to build a service we’re certain returns considerably more value than it costs.

Second, independence.

Premium is how we fund the 90% of the site that is our core mission and will stay free. It’s how we maintain full independence, so there is no interference from third parties including ETF managers.

Instead of publishing pseudo-independent sponsored content which you see so often online, we get phone calls from brokers or asset managers’ executives, because we are different and criticise some of their products freely. We tell them when a product is not in our readers’ interest.

Because we can.

Third, the vision – a community around a family-run site.

I would never want Banker on Wheels to become a media site chasing traffic, advertising, sponsors or outside capital. I want it to remain a small, authentic, family-run, built around a community of wise investors some of whom are becoming friends.

As producing AI content becomes easy, what becomes scarce is judgement, original research, trust and a community of people who care about getting things right.

Having interacted with hundreds of you, I know how unusually engaged and thoughtful this community is. Building the Rollers Community around like-minded people – and giving it the fuel to grow – is something I particularly look forward to in the coming years.

That’s why Banker on Wheels needs a second leg to stand on. Premium Research is that leg.

It allows us to build better resources for you, preserve our independence, and keep Banker on Wheels a family-run project with a community at its heart.

Banker on Wheels will always be free to ride. Premium is what will keep the wheels turning.

And Premium Research gives us the resources to build something truly exceptional. Discover some highlights below.

Looking forward to seeing you on board.
Good luck & keep’em rolling,
Raph

FAQs:

Is FREE Banker on Wheels Changing?

Just to make this clear – the free Banker on Wheels site is not changing. Our mission to educate society is at the heart of everything we do. Everything that is free today stays free – the guides, the calculators, Weekend Reading and the free Wheelers account. We will continue to produce free content for the wider public. We spent nearly 7 years writing guides completely for free, and this is core to our mission. Premium Research is a separate, additional layer for those who want to go deeper and are more into portfolio construction topics – for example, they need more than just a 100% equity portfolio in their early 20s. They are e.g. in their 30s, 40s, or in retirement, and need more sophisticated tools & guides.

Read all other FAQs on the offering page.

Premium Research – Available to buy TODAY

Four Components Live Today – Plus a Fifth in Development

Diagram of Banker on Wheels Premium Research: Premium Guides at the core, with BackRoll, Markets Hub, Library + Toolbox, and the Portfolio & Wealth Tracker in development

One subscription. Four components live today, updated continuously – every update included at no additional cost. The fifth, the Portfolio & Wealth Tracker, is in development for 2027/28 as a separate add-on, included with Lifetime.

Premium Guides Β· BackRoll App Β· Markets Hub App Β· Library + Toolbox Β· Portfolio & Wealth Tracker

See The Offering

Every component is explained on the Premium Research page.

Vanguard FTSE Global All-Cap hits €2bn, Bucket Asset Allocation & Evolution of Managed Futures ETFs in Europe

23 September 2026 at 11:00

Vanguard FTSE Global All-Cap hits €2bn, Bucket Asset Allocation & Evolution of Managed Futures ETFs in Europe

September 25, 2026

RaphFrancescaRaph & Francesca
Vanguard FTSE Global All-Cap hits €2bn, Bucket Asset Allocation & Evolution of Managed Futures ETFs in Europe

Autumn is the mellower season, and what we lose in flowers we more than gain in fruits.

Samuel Butler

⭐ Featured

Banker on Wheels Resources

Live and Let Buy: Which Bond Funds For Your Objectives?

Live and Let Buy: Which Bond Funds For Your Objectives?

Banker on Wheels

Fixed Income Fund Types Should Be Aligned With Your Goals – There are eight categories that you may use in portfolio construction. Long-Term Investors In Accumulation Phase – often choose Government or Aggregate Bond ETFs, as they reduce the portfolio volatility. For such funds, most Investors tend to hedge currencies. Inflation Bond ETFs can provide further protection, but their long-duration can be problematic in certain European countries. Retired Investors – often use Investment Grade Corporate Bond ETFs or Mortgage Bond ETFs which de-risk Equity portfolios, while adding incremental yield. Short-Term Investors – can choose Money Market Funds, Short Duration Government or Investment Grade Corporate Bonds. Bonds To Avoid For Most Investors – Include more volatile segments like Emerging Markets or High-Yield Corporates. Both exhibit a stronger correlation with risk-on assets, limiting their utility in simple portfolios. But sometimes they are useful in retirement. NPL Funds – while high yielding – are a great addition, as they are decorrelated. But they are rarely accessible to individual investors.

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πŸ“Š Portfolio Construction

Asset Allocation

Free Wheelers Account

Continue reading β€” 52 more hand-picked reads below

  • Every Weekend Reading issue β€” this one and the full archive
  • Hundreds of ETF & investing guides and independent broker reviews
  • Calculators and portfolio tools
Create free account β†’
Already a Wheeler? Log in
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