Episode 02 data Snapshot: Sep 1 · 00:45 UTC Incomplete UTC day

Crypto daily: market, security and the macro week

This page contains the facts, figures, caveats and charts planned for Crypto Cerise episode two. Market data remains frozen at the stated time so the video stays verifiable.

BTC/USDT

78 732 $

+0,94 % / 24 h

ETH/USDT

2 473,00 $

+1,71 % / 24 h

BTC dominance

59,19 %

CoinGecko

Fear & Greed

69 · Greed

62 previous day

Bitcoin over 48 hours, candles and volume
Ether over 48 hours, candles and volume
Seven-day relative strength for Bitcoin, Ether and ETH/BTC
Market dashboard, dominance, sentiment and funding
Verified developments

What happened

Security · lead story

Cronos restarts after the Tectonic exploit and a chain-state rollback

Cronos reported block production had resumed after validators halted the network and restored its state to before the exploit, starting from block 90,896,189. PeckShield estimated exposure at roughly $74M, with about $6M reportedly transferred to Ethereum before the halt. This remains an on-chain estimate, not a final loss report.

Read: Key point: the incident raises both security and governance/immutability questions when a network coordinates a rollback.

Sources : [1] [2] [3]

Market · August 31 close

August ends higher, with Ether ahead of Bitcoin

On Binance Spot, BTC/USDT closed August 31 at 78,581.29 USDT: +1.16% on the day and +24.95% from the August 1 open. ETH/USDT closed at 2,467.65 USDT: +2.10% on the day and +32.48% in August. ETH’s monthly outperformance is a price observation, not a causal claim.

Read: The September 1 live snapshot at 00:45 UTC showed BTC near 78,732 USDT (+0.94% over 24h) and ETH near 2,473 USDT (+1.71%). The UTC day was only 45 minutes old.

Sources : [4] [5]

Public-company treasuries

Strategy buys 4,603 BTC; Strive adds 1,800 BTC

Strategy’s 8-K reports 4,603 BTC bought from August 24–30 for $369.7M, averaging $80,318 including fees. Holdings reached 845,050 BTC. Strive separately disclosed 1,800 BTC bought from August 24–28 for about $143M. These were multi-day purchases, not all executed on August 31.

Read: Watchpoint: large purchases by listed companies resumed, without treating them as a guaranteed market-direction signal.

Sources : [6] [7]

Ethereum · concentration

BitMine reports 5,901,112 ETH after adding 53,501 ETH in one week

BitMine says this represents about 4.9% of a 120.7M ETH reference supply. These are company-declared holdings, not an independent on-chain audit presented here.

Read: The relevant issue is growing ETH concentration in a listed treasury and the symbolic proximity to 5%.

Sources : [8]

Institutional tokenisation

ICE and tZERO prepare infrastructure for a future tokenised-securities platform

ICE and tZERO signed an MOU. tZERO is expected to contribute digital transfer-agent and broker-dealer infrastructure to a future NYSE-affiliated platform, alongside an ICE investment and blockchain-patent licensing.

Read: This is not a launch: regulatory, technological and operational conditions still apply.

Sources : [9]

Regulation · Japan

Japan’s FSA proposes lighter reporting for trust-type stablecoins

The FY2027 request targets certain named-holder and tax reporting duties during frequent beneficiary changes. It is an administrative proposal subject to the legislative process, not a rule already in force.

Read: A concrete sign of tax rules adapting to payment stablecoins, but not yet an enacted exemption.

Sources : [10]

Visual explainers

Complex developments, put in context

Verified timeline of the Cronos and Tectonic incident
Crypto purchases reported by Strategy, Strive and BitMine
Exact status of the ICE, tZERO and Japan FSA announcements
Macro catalyst calendar for September 2–7
September 2–7, 2026

What to watch next

The impacts below are conditional scenarios, never forecasts.

Sep 2 · 14:00 UTC

US manufacturers’ orders

A surprise can alter growth, dollar and rate expectations. Medium importance.

Sep 2 · 18:00 UTC

Federal Reserve Beige Book

A more inflationary tone may reinforce higher-for-longer rates; clearer slowing may support easing expectations.

Sep 3 · 12:30 UTC

Waller + productivity/costs + trade

Three simultaneous releases: do not attribute a market move to one cause alone.

Sep 4 · 12:30 UTC

US Employment Situation

Main catalyst: strong jobs/wages may firm rates; orderly weakness may ease them; extreme weakness can still trigger risk-off.

Sep 7 · US day

Labor Day

US traditional markets closed, no US spot-ETF session and potentially thinner liquidity; no automatic directional bias.

No crypto ETF deadline, token unlock or mainnet activation was added without sufficiently precise official evidence. The September 3 SEC closed meeting has a generic agenda and is not a confirmed crypto catalyst.

Data scope

  • • Prices and candles: Binance Spot, BTC/USDT, ETH/USDT and ETH/BTC.
  • • Market cap and dominance: CoinGecko aggregate, not directly tradable.
  • • Funding: Binance USDT perpetual settlements; not the whole derivatives market.
  • • The 24h metric is rolling; “since midnight” belongs to an unfinished UTC day.

What is not claimed

  • • An on-chain transfer to an exchange does not prove a sale.
  • • Timing correlation does not prove the cause of a move.
  • • Unconfirmed Hyperliquid/Kraken talks and uncorroborated wallet attributions are excluded from the factual brief.
  • • No price target and no buy or sell advice.

Inspectable sources

  1. [1] Cronos Network
  2. [2] PeckShield Alert
  3. [3] BleepingComputer
  4. [4] Binance Spot API
  5. [5] CoinGecko Global API
  6. [6] Strategy — SEC 8-K
  7. [7] Strive — SEC 8-K
  8. [8] BitMine — communiqué
  9. [9] tZERO / ICE — communiqué
  10. [10] FSA Japon — demandes FY2027
  11. [11] BLS — calendrier septembre 2026
  12. [12] Federal Reserve — calendrier
  13. [13] U.S. Census — indicateurs
  14. [14] SEC — réunion fermée du 3 septembre
  15. [15] Alternative.me — Fear & Greed API

Informational content only, not financial advice. Cryptoassets are volatile and involve a risk of loss.