News Forecast:
- The Federal Reserve will hold a monetary policy meeting on September 16 and 17, expected to be the first rate cut since December last year;
- OpenSea: Starting September 15, 50% of platform fees will be used for the final reward phase before TGE;
- South Korea will lift restrictions on virtual asset trading and brokerage services starting September 16, allowing crypto companies to apply for risk enterprise certification;
- Binance will delist BAKE, HIFI, and SLF on September 17; Binance contracts will delist the BSWUSDT perpetual contract on September 15;
- Trump will visit the UK from September 17 to 19, accompanied by the CEOs of OpenAI and Nvidia, with UK trade groups lobbying that the "UK-US Tech Bridge" should include blockchain technology;
- Bloomberg analysts: The REX-Osprey Dogecoin ETF is expected to be listed on September 18;
- MKR migration to SKY is set to end on September 18, and delays may result in losses;
- Tokens such as OP, FTN, ZRO, ARB, and VELO will see significant unlocks;
September 15
Exchanges:
Binance Alpha will launch Boundless (ZKC) on September 15
Binance Alpha will launch Boundless (ZKC) on September 15. Eligible users can visit the Alpha event page to claim airdrops using Binance Alpha points after trading opens. Further details will be announced separately.
Additionally, Bybit spot will also launch Boundless (ZKC), with trading opening at 22:00 on September 15.
Binance contracts will delist the BSWUSDT perpetual contract on September 15
Binance contracts will automatically settle and delist the BSWUSDT perpetual contract at 17:00 on September 15, 2025. Users must close positions before this time. New positions will be prohibited starting at 16:30 on September 15, 2025. The last hour before settlement will see adjustments to the liquidation mechanism, and users are advised to actively manage their positions.
Project Updates:
OpenSea CMO Adam Hollander recently announced the launch of the new OpenSea Mobile app, integrating an AI-native trading experience, supporting multi-chain wallets, tokens, and NFT one-stop management. The platform will also launch a Flagship Collection, investing over a million dollars to acquire historical and emerging NFTs. Starting September 15, 50% of platform fees will be used for the final reward phase before TGE, allowing users to enhance treasure chest levels through trading, tasks, etc., to receive higher rewards. The OpenSea Foundation will announce $SEA token TGE details in early October.
Ethereum Fusaka mainnet roadmap: Holesky fork expected on September 15
According to the Ethereum development team, the Fusaka mainnet is expected to launch on November 5, 2025. This plan was developed after rigorous testing of the development network, phased Blob capacity deployment, and risk coordination. Key timelines include: September 1 release of Holesky and Sepolia client versions, September 8 launch of the bug bounty program, September 15 Holesky fork, September 22 Sepolia fork, October 1 release of mainnet client and Hoodi fork, and October 8 activation of Hoodi fork. Developers stated that any slight delays could lead to months of postponement due to year-end holidays. The launch of the Fusaka mainnet will be an important milestone for Ethereum's scalability.
Token Unlocks:
Connex (CONX) will unlock approximately 2.32 million tokens at 8:00 AM Beijing time on September 15, accounting for 3.10% of the current circulation, valued at approximately $35.1 million.
Sei (SEI) will unlock approximately 55.56 million tokens at 8:00 PM Beijing time on September 15, accounting for 1.18% of the current circulation, valued at approximately $18.9 million.
Starknet (STRK) will unlock approximately 127 million tokens at 8:00 AM Beijing time on September 15, accounting for 5.98% of the current circulation, valued at approximately $17.1 million.
Banana Gun (BANANA) will unlock approximately 500,000 tokens at 8:00 AM Beijing time on September 15, accounting for 6.33% of the current circulation, valued at approximately $11.6 million.
September 16
Policy Regulation:
The Federal Reserve will hold a monetary policy meeting on September 16 and 17, expected to be the first rate cut since December last year. Last week, Milan made a series of assurances in private and public settings, stating he would support the Fed's independence in monetary policy rather than executing Trump's orders, thus winning support from Republicans. Unless unexpected events occur, the committee is expected to submit the matter for a full Senate vote through nominations.
After consumer price inflation aligned with expectations, U.S. Treasury prices rose, and the dollar fell sharply against a basket of currencies, with traders raising expectations for a rate cut in September. Following the release of CPI data, yields on U.S. Treasuries across all maturities fell sharply, with the two-year Treasury yield leading the decline, dropping 6 basis points to 3.71%. Traders increased their bets on a Fed rate cut, with the likelihood of a 25 basis point cut at the September 17 meeting exceeding 80%.
South Korea is lifting previous restrictions that hindered the recognition of cryptocurrency companies as risk enterprises, providing these companies with new opportunities for tax incentives and financing support. At a cabinet meeting held on Tuesday, the Ministry of SMEs and Startups announced that it has lifted restrictions on virtual asset trading and brokerage services through partial amendments to the Enforcement Decree of the Risk Enterprise Act. This change is set to take effect on September 16, allowing crypto companies to apply for risk enterprise certification, thereby gaining access to tax reductions and financial support options.
Exchanges:
Binance Alpha will launch Project Merlin (MRLN) on September 16
Binance Alpha will launch Project Merlin (MRLN) on September 16. Eligible users can visit the Alpha event page to claim airdrops using Binance Alpha points after trading opens. Further details will be announced separately.
Project Updates:
ZetaChain will conduct a V36 upgrade (UNISON) on September 16, enhancing compatibility with Ethereum and unlocking new "smart contract superpowers," enabling developers to build universal applications more easily and reach users across all major chains, including native Bitcoin. The contents of UNISON include: 1. Core upgrades for speed and stability: ZetaChain will upgrade to the latest Cosmos SDK; 2. Ethereum compatibility: Supporting the Cancun upgrade, using familiar tool stacks on a single L1 platform while reaching users across ecosystems; 3. New features for universal smart contracts: New EVM precompiles allow contracts to interact with ZetaChain's core functionalities, such as delegating rights, voting, transferring funds, etc., without off-chain solutions or additional code.
Portals will conduct TGE on September 16
The Web3 game creation platform Portals Foundation announced via Twitter that it will conduct TGE (Token Generation Event) on September 16.
Token Unlocks:
Arbitrum (ARB) will unlock approximately 9.27 million tokens at 9:00 PM Beijing time on September 16, accounting for 2.03% of the current circulation, valued at approximately $49.2 million.
September 17
Policy Regulation:
Trump will visit the UK from September 17 to 19, accompanied by the CEOs of OpenAI and Nvidia
The CEOs of OpenAI and Nvidia will visit the UK alongside Trump next week, collaborating with UK AI company Nscale to advance data center construction. OpenAI and Nvidia will announce investments of billions of pounds in the UK data center project.
It is reported that UK trade groups are lobbying that the "UK-US Tech Bridge" should include blockchain technology. A letter jointly signed by representatives from the UK Crypto Assets Business Council, the UK Finance Association, and TheCityUK states: "Excluding digital assets from the UK-US Tech Bridge will result in missed opportunities. While other countries—especially those in the Middle East and Asia—make progress in setting standards that shape the future of finance, the UK risks being marginalized." This letter has also been sent to Economic Secretary Lucy Rigby, whose office typically oversees the government's regulatory approach to cryptocurrencies. The letter emphasizes that "stablecoins and asset tokenization are strategically significant areas for the economies of both countries. Without coordinated action, UK businesses may face a fragmented regulatory environment, reduced opportunities to enter the transatlantic market, and increased competitive pressure."
Exchanges:
Binance will delist BAKE, HIFI, SLF on September 17
Binance has decided to stop trading and delist the following tokens on September 17, 2025, at 11:00 AM (UTC+8): BakeryToken (BAKE), Hifi Finance (HIFI), and Self Chain (SLF).
Project Updates:
Aster will hold TGE on September 17, airdropping 7.04 million ASTER tokens to users
Decentralized trading platform Aster announced that it will hold the ASTER token generation event (TGE) on September 17, during which it will airdrop 7.04 million ASTER tokens to eligible users participating in the reward program. The official stated that detailed information regarding ASTER claims and the token economic model will be announced later that day. Additionally, the second phase of the Aster Genesis event has launched, allowing users to earn Rh points through trading on Aster Pro, with points calculated weekly based on multiple dimensions, including trading volume, holding time, asset holdings, and team recommendations.
Japanese nationwide clothing brand Mac House announced its specific crypto asset investment plan on July 9, intending to start purchasing Bitcoin (BTC) from September 17, 2025. The investment strategy will primarily use a regular investment approach known as "dollar-cost averaging," while flexibly adjusting the timing and amount of purchases during significant market downturns. The funding for this investment comes from a third-party private placement completed on June 19, which raised more than expected. The initial plan was to invest 800 million yen, but an additional 915 million yen was added, bringing the total investment amount to 1.715 billion yen. The main investor in this capital increase, EVO FUND, has previously supported several Japanese companies in implementing Bitcoin treasury strategies, including MetaPlanet and Remixpoint.
Token Unlocks:
ZKsync (ZK) will unlock approximately 173 million tokens at 4:00 PM Beijing time on September 17, accounting for 3.61% of the current circulation, valued at approximately $10.7 million.
September 18
Macroeconomics:
At 2:00 AM Beijing time, the Federal Reserve FOMC will announce its interest rate decision and economic projections summary; at 2:30 AM, Federal Reserve Chairman Powell will hold a monetary policy press conference.
Exchanges:
Bloomberg analysts: REX-Osprey Dogecoin ETF expected to be listed on September 18
Bloomberg ETF analyst Eric Balchunas stated on the X platform that the REX-Osprey Dogecoin ETF (ticker DOJE) has been delayed again and is expected to be listed in the middle of next week (around Thursday).
OKX will delist USTC/USDT and LUNC/USDT perpetual contracts on September 18
OKX announced that it will delist the USTC/USDT and LUNC/USDT perpetual contracts at 4:00 PM (Beijing time) on September 18, 2025.
Project Updates:
MKR migration to SKY is set to end on September 18, delays may result in losses
Balaner posted on the X platform to remind that the deadline for migrating MKR tokens to SKY tokens is September 18, meaning that current MKR token holders only have five days to migrate, or they may face penalties. If governance approval is obtained, late migration after September 22 will result in a loss of 1% of SKY tokens (increasing each quarter), meaning that for each MKR token held, one could lose 240 SKY tokens.
Token Unlocks:
Fasttoken (FTN) will unlock approximately 20 million tokens at 8:00 AM Beijing time on September 18, accounting for 2.08% of the current circulation, valued at approximately $89.8 million.
September 19
Project Updates:
The World Liberty Financial (WLFI) community has initiated a proposal to use all fees generated from protocol-owned liquidity (POL) for market buybacks of WLFI and permanent burns, only involving liquidity controlled by WLFI, while community and third-party LP fees remain unaffected. The proposal indicates that the burn process will be publicly recorded on-chain, with potential future expansions to include more sources of protocol revenue. Current voting results show 99.57% in support, 0.09% against, and 0.34% abstaining, with voting ending in seven days.
Faraday Future, a Nasdaq-listed company led by Jia Yueting, announced that it will hold its annual "919 Futurist Day" and "Shareholder Day" at its global headquarters in Los Angeles on September 19, 2025. It is expected to release detailed information about the C10&Crypto strategic business plan and the roadmap for capital value realization, as well as the product deployment strategy for the FF EAI ecosystem vehicle chain.
DeFi protocol Resolv announced that the snapshot for the second quarter airdrop was taken at 07:59 UTC on September 9. Points will be calculated retroactively, and users do not need to take any action. Claims will open on September 19 and continue until October 19. Rewards will be distributed in the form of stRESOLV, a transferable staking token that can accumulate value and enhance throughout the ecosystem. The second quarter has ended, and the next quarter will automatically begin with updated terms. Duration: September 9 to December 9, 2025; allocation will account for 3% of the total token supply.
September 20
Token Unlocks:
LayerZero (ZRO) will unlock approximately 25.71 million tokens at 7:00 PM Beijing time on September 20, accounting for 8.53% of the current circulation, valued at approximately $52.5 million.
Velo (VELO) will unlock approximately 3 billion tokens at 8:00 AM Beijing time on September 20, accounting for 13.63% of the current circulation, valued at approximately $47.8 million.
KAITO (KAITO) will unlock approximately 8.35 million tokens at 8:00 PM Beijing time on September 20, accounting for 3.15% of the current circulation, valued at approximately $10.1 million.
September 21
Token Unlocks:
Optimism (OP) will unlock approximately 116 million tokens at 8:00 AM Beijing time on September 21, accounting for 6.89% of the current circulation, valued at approximately $93.4 million.
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