Roundtable · 2026-09-28/1100-London

Overview

Snapshot 28 Sep 2026 10:58 BST London. Bitcoin about $82,715. Down about 2.6% on the day. Ether about $2,642. Solana about $118. Fear & Greed is 74 — greed. That is a mood survey, not a price. The whole coin market is about $2.8T. Spot-fund flows are live. Bitcoin options are live. News is live. Startup fundraising is still an old fixture. At 07:00 London bitcoin was near $83,059; by this snapshot it is about $82,715. Over four hours the price is a touch lower; the day move is about −2.6%. This is a picture of that date. Not advice.

Flows & open interest

Bitcoin open interest on Hyperliquid is about $3.0B. That is the size of open positions on that venue, not the spot market. Spot-fund (ETF) flows are live from SoSoValue. Bitcoin options are live (Deribit). Startup fundraising (Messari venture) is an old fixture: key or access is limited, so this snapshot has no fresh rounds. DeFi TVL (DefiLlama) about $94.4B.

Market

Bitcoin $82,715 (down about 2.6% on the day). Ether $2,642. Solana $118. Whole coin-market cap about $2.8T. Fear & Greed 74 — greed zone (mood survey, not a price). Mempool fees: fastest about 4 sat/vB, ~83,504 in queue

Risk / backdrop

As of 28 Sep 2026 10:58 BST London the US has not declared a recession in the official print. Stocks are about 7743. Gold is about $4,185. Unemployment has not jumped (Sahm −0.07). Stock-market fear is calm (VIX 14.2). US bank money is up 5.7% year over year. Overnight bank money costs 3.63%. After inflation, 10-year money costs 2.85% — still expensive. The 2-year / 10-year gap is about +0.36%: short rates are no longer above long rates. This is background. Not advice. This is a market description for the slot. Snapshot · not advice and not a forecast.

Slot summary

Snapshot 28 Sep 2026 10:58 BST London. BTC about $82,715 (down about 2.6% on the day). Fear & Greed 74 — greed. Coin market about $2.8T. Snapshot · not advice.

What changed

Since the prior slot (2026-09-28/0600): bitcoin is lower — was $83,059, now $82,715 (down about 0.4% vs prior slot). Ether: was $2,648, now $2,642. Solana: was $119, now $118. Fear & Greed unchanged — 74. HL BTC open interest: was $3.1B, now $3.0B.

Why this reading

Fear & Greed is 74 — greed. That is a mood survey, not a price.

Sources

Snapshot sources: CoinGecko (prices), SoSoValue (spot funds), Deribit (options), DefiLlama (TVL), mempool.space (fees), Fear & Greed. Messari venture is a fixture when access is limited. Snapshot · not advice.

What to watch next

• □Spot ETF flows (SoSoValue) — daily figures when the US exchange is open
• □Open interest and BTC options expiries (Deribit)
• □Fear & Greed · mempool fees
• □TVL and stablecoins (DefiLlama)