Đắc Kỷ

⚠️ DEBT MARKET STARTS SENDING WARNING SIGNS OF AN AI-DRIVEN “FEVER”

Apollo says insurance costs for bonds of hyperscalers such as Amazon, Alphabet, Meta, and Microsoft are rising.

Last October, the market assessed the risk level of hyperscalers and banks as nearly equivalent. Now, the insurance cost for hyperscalers is about 0.6% higher than for banks.

Put simply, if investors insure a $10 million bond issued by a hyperscaler, they currently have to pay around $60K more per year than insuring the same amount of bank bonds.

This does not mean that large tech companies are about to go bankrupt. But the market is beginning to worry that they are borrowing too much money to build data centers, buy chips, and develop AI—while it’s still unclear whether these massive investments will generate commensurate returns.
$SYN
$AVA

Revolut extorted by hackers for $3 million, threatened to sell customer data

A group of hackers calling itself iamnotavillain is threatening Revolut, demanding a payment of 6,000 Monero, equivalent to about $3 million, within 24 hours. If the demand is not met, they say they will sell stolen data belonging to at least 680 customers, including passports, driver’s licenses, identity verification photos, and transaction history.

The hacker sent the Financial Times a video as proof and said it impersonated a government official to trick Revolut into providing data. Revolut confirmed that it had blocked the spoofed address, reported the matter to the authorities, and stated that the money and systems of its customers remain safe. The hacker told the Financial Times that no negotiations with Revolut had taken place as of the time the article was published.
$ONE
$AVA
$SYN

$SYN
$LSK
$ONE
President Trump: Interest rates in the United States should be at 1% or lower, because we have the best credit reputation in the world, FAR OUTPACING all other countries. Our country is BOOMING with new investments!

If we stop trading with all the countries that we have a trade deficit with—that is, most countries—we would make at least $1.5 trillion per year. The word “deficit” is nothing more than a fancy way of saying LOSS.

We are “carrying” almost every country in the world, and this situation cannot continue much longer. LOWER INTEREST RATES FOR AMERICA, AND DO IT FAST!

Half of Fed officials have not followed what they said in the past few weeks. There are 6 voting members who said they were leaning toward keeping interest rates unchanged.

Yet today’s decision was approved unanimously—WITH AN INCREASE IN INTEREST RATES.

Looks like Kevin Warsh is the one determining what the Fed will do, and the views of the other members don’t matter.

$SYN
$ONE
$LSK

Trump's account has traded more than the U.S. Congress combined

According to Bloomberg, Trump and the asset-management units under his control have carried out:
• Nearly 28,700 trades in 17 months since returning to the White House.
• An average of about 80 trades per session.
• More than the total 22,200 trades by all U.S. congressional members.

Unlike his first term, which mainly involved holding real estate and hard-to-sell assets, Trump’s portfolio has shifted toward stocks, bonds, and crypto.

He is also the only U.S. president in this century who still frequently trades individual stocks. Others typically sell or place assets into trust funds to avoid conflicts.

In addition, Trump has drawn controversy for supporting a bill that limits lawmakers from buying stocks, but the President is not covered by the measure.

$TRUMP
$SYN
$ARB

🇯🇵 89% of economists predict that the Bank of Japan will raise interest rates from 1% to 1.25% this Friday. This will be the highest policy rate in Japan in about 30 years.

$ARB
$LSK
$SYN

Orlen loses $230 million when buying Venezuelan oil with USDT

Orlen is Poland’s largest state-owned energy group. One of its subsidiaries ordered 6 million barrels of oil from Venezuela and paid an advance of $230 million.

Since the U.S. is imposing sanctions on Venezuela, the seller required payment in USDT instead of a normal bank transfer to avoid having the banks block the transactions. After receiving the money, the Venezuelan side delivered only about 500,000 barrels of oil—less than 1/10 of the quantity that had been ordered.

Then the contract was canceled in March 2024. The incident prompted Poland to open an investigation, with estimated damages of $378 million. By August 2026, three former executives involved were indicted and could face prison sentences of up to 25 years.

$ARB
$LSK
$SYN

Balancer may shut down due to nearly collapsed revenue

Balancer, a decentralized finance protocol that has been operational for over 5 years, is considering shutting down after revenue fell by 95%. The decline began with an attack in November 2025 that saw $128 million withdrawn from the protocol, reducing monthly revenue from over $1 million to under $60,000, while operating costs each month still remain around $150,000.

Rescue efforts such as launching a new Balancer v3 version have not produced the expected results. Under the new proposal, the community will vote at the end of September 2026, and if approved, Balancer will cease operations starting in late October 2026. The remaining assets in the treasury, at least $9 million, will be redistributed to BAL token holders in multiple rounds extending to 2028. Meanwhile, the funds recovered from the attack will be paid separately to the affected victims.

$SYN
$ARB
$LSK

🚨 BITCOIN LOSES $75K THEN FLIPS BACK ABOVE $76K

Bitcoin just saw a major surge in volatility when it dropped below $75,000, then quickly rebounded back above $76,000. This dip resulted in the liquidation of nearly $100 million in Long positions. ()

Selling pressure was seen amid the backdrop of the U.S. 10-year bond yield rising above 5%, while markets remain concerned about the Fed’s ability to raise interest rates. The $75K–$76K zone is currently being closely watched as a short-term support area. ()

👉 BTC is showing fairly rapid buying pressure in response around the $75K zone, but volatility is still very high as the market waits for a decision and new signals from the Fed.

👇 HOT COINS TRADING HERE 👇
$SAGA , $VTHO , $SYN

🚨 CLARITY ACT FAILS IN THE SENATE, BITCOIN SLIPS BELOW $75K

The U.S. Senate failed to advance the CLARITY Act to the next stage of consideration after a procedural vote ended with 49 in favor and 50 against, falling short of the 60 votes required. This was not yet a vote to pass the entire bill, but it has stalled the legislative process.

One of the main points of contention is the ethics-related provisions regarding President Donald Trump's crypto interests. The changes introduced in the updated version still have not been enough to reach bipartisan consensus.

After the vote result, Bitcoin at one point fell below $75K, while shares of Coinbase and Circle were down around 10% at times.

👉 The CLARITY Act has not been completely dead, but the failure in the Senate is a major obstacle to building a crypto regulatory framework in the U.S.

👇 HOT COINS TRADING HERE 👇
$SAGA , $VTHO , $SYN

⚠️ CLARITY ACT FAILS, BITCOIN DROPS TO THE $75K ZONE

The focus overnight was the procedural vote on the CLARITY Act in the U.S. Senate. The bill received only 49 “yes” votes and 50 “no” votes, failing to reach the 60-vote threshold required to proceed.

After the news, Bitcoin fell by more than 4%, at one point touching $74,887, while the crypto stock basket also faced heavy selling pressure; Coinbase and Circle dropped by around 9%.

The market is currently turning its attention to the Fed’s September interest rate decision. Ahead of the meeting, derivatives priced a probability of a 25-basis-point hike at above 90%.

👉 What to watch isn’t only the rate decision, but also the Fed’s messaging and guidance after the meeting, as this could be a major factor shaping Bitcoin’s next reaction.

👇 HOT COINS TRADING HERE 👇
$SAGA , $VTHO , $SYN

⚠️ GLOBAL BOND YIELD ALL RISE SHARPLY

The global bond market is under heavy selling pressure. US 10-year yields have surpassed 5%, 30-year yields are above 5.4%; Japan’s 10-year yield has reached 3%, the UK is above 5.4%, and Germany is around 3.5% — all at the highest levels in many years.

The main drivers are the sharp rise in oil prices and concerns about prolonged inflation, while expectations that central banks must keep interest rates steady or raise them are causing investors to demand higher yields when holding bonds. In addition, the large issuance of debt by economies further adds pressure.

In the US, the Fed under Chair Kevin Warsh faces a difficult challenge: inflation remains high while long-term yields have risen sharply. Reuters reports that the market is expecting the Fed could raise interest rates at the September meeting, amid the backdrop that President Trump has repeatedly pushed for lower rates.

👉 A broad-based rise in yields is an important signal for risk assets, as higher borrowing costs may reduce appetite for investing in assets such as crypto.

👇 HOT COINS TRADING HERE 👇
$SAGA , $VTHO , $SYN

⚠️ CLARITY ACT: KEY NEGOTIATIONS FAIL, BILL LACKS ENOUGH VOTES TO ADVANCE

The Republican Party has released a new version of the CLARITY Act, saying it has incorporated 126 changes requested by the Democrats. However, after the meeting, Democratic lawmakers continued to put forward new proposals and the Republicans refused. ()

Then, the U.S. Senate held a procedural vote on September 15. The CLARITY Act received only 49 yes votes and 50 no votes, falling short of the 60-vote threshold required to continue consideration. ()

👉 This outcome has stalled the process of passing the CLARITY Act in the Senate, while the bill’s future in the current congressional session remains unclear.

👇 HOT COINS TRADES HERE 👇
$SAGA, $VTHO, $SYN

⚠️ COINEX WILL CLOSE AFTER 9 YEARS OF OPERATION

The crypto exchange CoinEx announced it will close after 9 years, citing a declining market, reduced liquidity, and rising operating and regulatory compliance costs.

CoinEx stops accepting new users from 15/9, and most services will be suspended starting 29/9. Users can still withdraw assets until 22/12.

After 29/9, assets not yet withdrawn may be sold and converted into USDT. After 22/12, the remaining USDT will be transferred to an independent custody unit and will incur a 5% fee of the initial balance each month. The final deadline to reclaim the assets is 22/8/2028.

👉 CoinEx users should prioritize checking their assets and completing withdrawals before the above deadlines.

👇 HOT COINS TRADING HERE 👇
$SAGA , $VTHO , $SYN

⚡ TRUMP “STALLS” WITH A NEW CLARITY ACT AHEAD OF THE VOTE

The Republican Party has just released a new Clarity Act, seen as the final proposal sent to the Democratic side before the important Senate vote tomorrow. President Trump is said to have agreed to about 80% of the ethical provisions in the new version.

1️⃣ Ethics: Those subject to the law must sell their crypto interests or transfer them to an independent party for management. State attorneys general may sue if violations are found.

2️⃣ Stablecoin yields: Continue to ban interest payments, but allow rewards for payment and transaction activity. Federal agencies may intervene if cash flows from banks into stablecoins become too strong.

3️⃣ Exchanges & brokers: Add stricter requirements for registration, anti-money-laundering, customer asset protection, and conflict-of-interest controls.

If the Senate approves the bill, it will return to the House for review and a vote before being sent to President Trump’s desk to be signed into law. On Kalshi, the prediction odds that the Clarity Act will pass in 2026 rose from 16% to 39%.

👉 The latest amendment is helping improve the prospects for the CLARITY Act significantly, but the road to becoming law still has many important steps.

👇 HOT COINS TRADING HERE 👇
$ASTR
$ACE

🚀 BLACKROCK LEADS THE FLOW OF BITCOIN ETF MONEY, AND THE ETHEREUM ETF ALSO STRONGLY GATHERS

According to SoSoValue, US spot Bitcoin ETFs recorded $160 million in net inflows on September 14, of which BlackRock IBIT attracted $134 million, accounting for the majority of the day's inflows.

Spot Ethereum ETFs also saw $121 million in inflow, with BlackRock ETHA leading and attracting $80.5 million.

👉 The simultaneous return of capital to both BTC and ETH ETFs shows that institutional demand for crypto assets is still being sustained.

👇 HOT COINS TRADING HERE 👇
$ASTR
$ACE

⚠️ ORLEN SUED/REPORTED TO HAVE LOST 424 MILLION USD IN A VENEZUELA OIL DEAL INVOLVING USDT

According to the Financial Times, Poland’s state-owned energy group Orlen is believed to have suffered losses of around 424 million USD through its trading company OTS in Switzerland after a failed oil deal with Venezuela related to payments made in USDT.

OTS paid in advance about 230 million USD to buy 6 million barrels of Merey 16 oil, but most of the oil was not delivered. The incident involved significant shipping costs, a criminal investigation in Poland, and allegations against former Orlen executives.

👉 The case shows that stablecoins can support cross-border payments, but they still come with counterparty and transaction risks if there is no strict control mechanism.

👇 HOT COINS TRADING HERE 👇
$ASTR
$ACE
$AKE

⚡ WTO: LACK OF LEGAL HARMONY IS HOLDING BACK STABLECOIN

The WTO believes stablecoin has great potential in payments and international trade financing, but its development pace is mainly being hindered by a lack of regulatory synchronization between countries, rather than technology limitations.

Stablecoins currently make up about 3% of international payments, while only 39% of the legal jurisdictions surveyed have a complete regulatory framework. Even so, cross-border payments using stablecoins have increased by as much as 35 times over the past 4 years.

Developing economies can benefit greatly from lower remittance costs, but they are also the group with the most limited legal infrastructure. While waiting for regulations to be finalized, businesses such as Mastercard and Western Union have begun trialing stablecoin payments.

👉 Stablecoin is growing fast, but a synchronized legal framework is the decisive factor for how quickly it will be adopted worldwide.

👇 HOT COIN TRADING HERE 👇
$ASTR
$ACE

🚀 KAIKO RAISES $110 MILLION, WALL STREET DRIVES TOKENIZATION

Kaiko, a crypto market data company based in Paris, has just completed a $110 million funding round led by S&P Global, with participation from BNP Paribas, Nasdaq Ventures, and Coinbase Ventures.

Previously, Kaiko acquired Cometh and Amberdata, and also partnered with Bloomberg to expand its on-chain financial data.

The new funding will be used to develop infrastructure for tokenizing bonds, stocks, and money-market funds, indicating that traditional financial institutions are increasingly pushing assets onto the blockchain.

👉 Large capital flows into tokenization infrastructure show that blockchain is gradually penetrating deeper into the traditional financial system.

👇 HOT COINS TRADING HERE 👇
$ASTR
$ACE

⚡ Solana increases transaction size by over 3x

Solana officially deploys Transaction V1, raising the maximum size per transaction from 1,232 bytes to 4,096 bytes—an increase of more than 3 times.

This change enables more complex operations within a single transaction instead of needing to split them up. It’s especially useful for multi-signature enterprise wallets and applications that use zero-knowledge proofs.

The move is seen as a step forward for Solana to narrow the feature gap with Ethereum, while still maintaining its advantages in speed and low costs. Wallets, exchanges, and analytics platforms will also need to update to support the new format.

👉 Solana is expanding its processing capabilities to compete more directly with Ethereum in complex applications.

👇 HOT COINS TRADES HERE 👇
$ASTR