September US Treasury Buybacks Are Coming…Will Bitcoin’s Rise Continue? | Seo Dong-ju, Kim Dong-hwan, Park Sang-hyuk

September US Treasury Buybacks Are Coming…Will Bitcoin’s Rise Continue? | Seo Dong-ju, Kim Dong-hwan, Park Sang-hyuk Digital Asset Editor-in-Chief [Crypto PLUS]
Watch on YouTube ↗  |  August 26, 2026 at 02:54  |  28:35  |  3PRO TV (삼프로TV)
Speakers
Park Sang-hyuk — Editor
Kim Dong-hwan — CEO, Xangle

Summary

The panel discusses the macroeconomic factors impacting the cryptocurrency market, focusing on the upcoming US Treasury buybacks in September and their potential to swing Bitcoin prices. They also analyze on-chain data revealing a heavy concentration of Bitcoin buyers in the $80,000-$90,000 range, which acts as a strong resistance level. Furthermore, the speakers evaluate the recent performance of Digital Asset Treasury companies like MicroStrategy and the meme-coin-driven surge in Solana.

  • US Treasury buybacks in September could boost Bitcoin and equities if successful in stabilizing yields.
  • A failed Treasury buyback leading to a stronger dollar and higher real yields would heavily pressure Bitcoin.
  • Bitcoin faces significant overhead resistance between $80,000 and $90,000 due to the average purchase price of spot ETF buyers.
  • MicroStrategy and other DAT companies are not recommended until Bitcoin breaks $100,000 to confirm a true bull market.
  • Solana's recent rally is largely driven by meme coin volume and requires stronger fundamental data for long-term sustainability.
  • Bitmain is nearing the completion of its Ethereum purchase target for the year, which may pause its buying pressure.
Ideas
Park Sang-hyuk Editor 10:43
Treasury buyback success will boost risk assets.
The upcoming US Treasury buybacks in September present multiple scenarios for risk assets; a successful buyback that stabilizes yields will act as a strong tailwind for Bitcoin and equities, whereas a failed buyback leading to higher real yields and a stronger dollar would be a severe headwind for Bitcoin.
BTC SPY MED
Park Sang-hyuk Editor 20:27
Wait for Bitcoin $100k before buying MicroStrategy.
Digital Asset Treasury (DAT) companies like MicroStrategy and Metaplanet face significant overhead resistance and are not highly attractive at current levels; investors should wait until Bitcoin decisively breaks the $100,000 mark to confirm a true bull market before buying these stocks for a momentum boost.
MSTR Metaplanet MED
Park Sang-hyuk Editor 27:46
Solana needs fundamental growth beyond meme coins.
Solana's recent price surge has been heavily dependent on meme coin trading volume on its decentralized exchanges, meaning the network must demonstrate broader, fundamental data improvements beyond meme coin speculation to sustain long-term price appreciation.
SOL MED
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This 3PRO TV (삼프로TV) video, published August 26, 2026, features Park Sang-hyuk discussing BTC, SPY, MSTR, Metaplanet, SOL. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Sang-hyuk  · Tickers: BTC, SPY, MSTR, Metaplanet, SOL