Risk assets fell on Monday, with the Nasdaq 100 down 0.7%, bitcoin near $82,700 and ether holding just above $2,500, while crypto-related stocks slid, led by Securitize's 14% drop. Bitcoin miners expanding into AI infrastructure, including Bitdeer, Cipher Mining and TeraWulf, lost about 3-4%, and Micron fell 4% below $1,000 for the first time since mid-September. Bitmine bought roughly $32 million of ether, bringing holdings to 6,028,946 ETH, about 4.9% of supply, and is weeks away from ending its buying spree. Strategy acquired 250 bitcoin for $21.5 million, raising its total to 848,250 BTC. Markets stayed cautious as the dollar and bond yields remained firm, with focus on Wednesday's U.S. inflation report.
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Related tickers and likely impact
BTC/USDT
▼ Likely negativeBitcoin
Relevance: medium
| Market | Crypto |
|---|---|
| Exchange | Binance |
| Sector | Layer 1 |
| Market cap | $1.7T |
| Close on 10/11/2026 | 83,773.12 |
| Change that session | +0.95% |
ETH/USDT
▼ Likely negativeEthereum
Relevance: low
| Market | Crypto |
|---|---|
| Exchange | Binance |
| Sector | Layer 1 |
| Market cap | $309.6B |
| Close on 10/11/2026 | 2,536.94 |
| Change that session | +1.21% |
XAU/USD
▼ Likely negativeRelevance: low
| Market | Gold |
|---|---|
| Close on 10/09/2026 | 4,194.48095 |
| Change that session | +1.47% |
EUR/USD
▼ Likely negativeRelevance: low
| Market | Currencies |
|---|---|
| Close on 10/09/2026 | 1.12025 |
| Change that session | -0.08% |
USD/JPY
▲ Likely positiveRelevance: low
| Market | Currencies |
|---|---|
| Close on 10/09/2026 | 158.320 |
| Change that session | +0.26% |
USD/CHF
▲ Likely positiveRelevance: low
| Market | Currencies |
|---|---|
| Close on 10/09/2026 | 0.83019 |
| Change that session | -0.19% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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