**Abstract:** The yield on the 10-year US Treasury reached a new high of 5.23% since 2007; Bitcoin saw an outflow of $1.083 billion from exchanges, and Fidelity is bullish on reaching $300,000 by 2029; the US claims full control of the Strait of Hormuz and rejects Iran's proposal to reopen.

**Abstract**: The Federal Reserve raised interest rates by 25 basis points, and Powell weakened the forward guidance; the yield on 30-year U.S. Treasury bonds broke 5.5%, reaching a new high; Bitget experienced a theft resulting in a loss of 388 million dollars, and stablecoins have been frozen.

On September 26, 2026, according to Deep Tide TechFlow, Cointelegraph reported that the U.S. Department of Justice took action in a civil forfeiture complaint, directly freezing the accounts of the payment company Capstone located in Montana, involving approximately 84 million dollars. The prosecution alleged in the complaint that Capstone

On September 25, according to The Block, Aave V4 launched a new market called Equities Hub on the Base chain, officially incorporating tokenized US stocks into the collateral pool of a mainstream lending protocol for the first time. The specific design is quite straightforward: the tokenized US stocks issued by Coinbase are introduced.

Walsh has been sitting in the position of Federal Reserve Chairman for over 120 days, and just as the market barely outlined a "Walsh framework" around his 127th day in office, another narrative that determines the trend of inflation almost simultaneously entered the scene: On September 25, representatives from the U.S. and Iran were reported to be engaging in talks about a phased ceasefire during the United Nations General Assembly, with the proposed plan including...

By late September 2026, Ethena reached out beyond the safe boundaries of the pure crypto world. This USDe issuer, which started with delta-neutral basis trading relying on BTC and ETH, announced plans to extend its supporting assets to Binance bStocks and perpetual stock contracts linked to the US stock market.

In late September, two seemingly independent pieces of news converged at the same interest rate coordinates: on one side, Bank of America raised its year-end yield forecast for both the 10-year and 2-year U.S. Treasury bonds to 5% on September 25, while just two days prior, the yield on the 10-year Treasury bond had briefly touched 5.14%, reaching its highest level since 2007; on the other side, Japan’s growth strategy minister...

What kind of force is pushing the dollar index to new highs? After the strong dollar stabilizes, how will global assets face a re-pricing?

The first batch of TSV may appear in the fourth quarter of this year.

The simulated trading test shows that high trading volume does not equal sufficient exit liquidity, and large sell-offs carry the risk of slippage.

On September 24, Federal Reserve official Williams, in a public speech, changed the previous market's optimistic perception that "interest rate hikes have essentially peaked," emphasizing that the U.S. economy shows significant resilience, the downside risks of full employment have weakened, and noting that inflation still faces substantial challenges. He frankly stated that in the current situation, another interest rate hike before the end of the year is a "reasonable" choice. This phrase "reasonable rate hike" quickly sparked

In the past few days, several seemingly unrelated messages have appeared in the market: high-level meetings between China and the United States, continued contact between the United States and Iran, AI models being released in concentration, and U.S. stock assets starting to be moved on-chain.

The competition for tokenized U.S. stocks in the second half is about who can become the settlement and distribution layer.