Brew, 27 Sept 2026.
Top signal today: Bitcoin network hashrate trend (78/100, tailwind).
BTC $84,479
- Network hashrate78/100tailwind
Network hashrate is ~1016.3 EH/s, +11.3% over 30 days. Rising hashrate reflects growing miner commitment and network security; sustained trends can precede price (not yet backtested).
- Sovereign reserves76/100tailwind
6 states hold ~630,180 BTC as reserves; 2 more have announced or proposed legislation. Sovereign demand is structural and policy-led, so it tends to precede flows.
- Hiring velocity59/100tailwind
Tracked Bitcoin/crypto-infra firms have 362 open roles, +21 vs 30 days ago (+6.2%). Teams staff up before they ship and grow; rising hiring may be an early demand tell (predictive value not yet backtested).
- Corporate treasuries58/100tailwind
180 public companies hold ~1,296,099 BTC (top: Strategy, 846,000 BTC). Corporate treasury accumulation is structural institutional demand; the trend strengthens as history accrues. Strategy (MSTR) trades at an observable ~0.776x mNAV — its equity value vs the value of its 846,000 BTC (quote 2026-09-25); reported as a number only, not a valuation judgement.