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Crypto lower ahead of CPI, STONK hits ATH, ETH leads majors
Crypto
* BTC: 77,790 (0%) | BTC.D: 59.0% (0%)
* ETH: 2,500 (+1%) | BNB: 721 (+1%) | SOL: 101 (0%)
* Fear & Greed: 57 | 24h Liq: $446m
* BTC ETFs: -$283M | ETH ETFs: -$30M
* Top Gainers: NIU LAI, STONK, RAY, PONS, NEAR
* Crypto mixed, ETH leads BTC ETF outflows continue
* BTC faces resistance at $83-85K: Glassnode
* $72-73K is BTC's key support: CryptoQuant
* BTC rally cools but golden cross nears
* $400K BTC in 4 yrs still 'reasonable’: Coinbase
* ETH’s Glamsterdam set for Sepolia on Oct 6
* Vitalik plan cuts quantum-safe privacy costs
* X adds support for Robinhood Chain tickers
* Robinhood Chain DEX liquidity tops $100M
* Robinhood lists small memes incl. JUGGERNAUT
* Pumpfun app removed from US iOS App Store
* STONK bounces 2x to ATH as revenues surges
* Solana sees ATH 263K tokens issued in one day
* CLARITY Act adds DeFi rules ahead of vote
* New text has 100+ Democrat changes: Lummis
* Crypto market concentration at 2021 levels
* Nasdaq invests $100M in Kraken parent at $21B
* SBF asks SC to overturn conviction
* Base App rebrands back to Coinbase Wallet
* MoneyGram debuts stablecoin Visa card
* Kalshi plans 24/7 Tesla, Apple, Nvidia perps
* OKX intros 10x OpenAI, Anthropic perps in EU
* Tokenised deposits = bank deposits: Canada’s OSFI
* Danish central bank warns on stablecoin risks
* India launches digital INR settlement for bonds
* Aryadotag puts $2B India grain network on Aave
* UK crypto strategy wins House of Lords backing
* Russia to require tax IDs for crypto accounts
* Nasdaq urges EU to scrap €100B tokenization cap
Macro
* NASDAQ: $26,080 (-0.7%) | Gold: $4,340 (+0.7%)
* Oil continues march higher as Brent tops $111
* US diesel tops $6/gal for first time ever
* US 10yr yield nears 5%, 30yr yield hits 5.38%
* Traders fully price Fed hike by Oct after hot PPI
* TLT collapses to lowest since 2004
* US-China 10Y yield gap hits record 324bps
* $9.6T triple witching options expiry on Sep 18
* Gas to fall below $2/gal after midterms: Trump
* WH brands $5K payments 'Trump Dividend'
* US to sanction large bank Monday: Bessent
* Iran attacks ships in Hormuz
* Oil tanker rates hit ATHs on Mideast risk
* Trump wont go 'full into Iran' due to midterms
* Trump declines MBS request to strike Houthis
* Houthis take Hisn Murad at Bab al-Mandeb
* Qatar in talks to buy US LNG
* Israel blows up Hezbollah tunnel network
* Canada, Ukraine sign 100yr defence, trade deal
* Ukraine drones hit Saratov refinery
* ECB hikes rates by 25bps to 2.50%
* Traders price 3 more ECB hikes by mid-2027
* China’s gold buys in Aug highest since 2023
* France seizes $260M cocaine at Dunkirk
AI & Tech
* Oracle rallies after market on earnings beat
* OpenAI pauses new pro subs on Astra demand
* OpenAI launches new ChatGPT for finance
* OpenAI weighs slowing frontier AI work
* 70% extinction risk in 3 yrs: OpenAI researcher
* Let OpenAI into the energy grid: Altman
* Iran used Claude to surveil thousands: Anthropic
* Chinese labs trained on millions of Claude chats
* China used Claude for PLA weapons work
* Coxon's AI doom claims 'deeply untrue’: Jensen
* AI doomers 'having AI psychosis’: Sacks
* Rather American killer robots than Chinese: Cruz
* DeepSeek nears GPT-6 Astra design at 1.4% cost
* Nvidia could grow 70% next year: Jensen
* DOJ probes Nvidia's Groq licensing deal
* Palantir, Nvidia partner on AI for supply chains
* SpaceX overhauls data centre build-out
* First orbital computing sats next year: SpaceX
* Microsoft aims to triple cloud capacity by 2032
* Universal Music, ElevenLabs launch AI platform
* The Boring Company raises $3B in UAE-led round
* Texas approves electric air taxi test flights
* LG TVs caught scanning home networks
* NASA eyes 2028 Moon return, IBM AI to help
* Bending Spoons buys Miro for $1.36B
@YEET: Crypto's Casino
Just passed $3.4B in lifetime volume!
gm