BTC is currently around $77.6K, still below the $80K key psychological level. ETH is about $2,515, BNB about $722, SOL about $101.
The market doesn’t show a clear direction; capital is waiting for several key events this week.
🏛 CLARITY Act: The verdict is tomorrow
The U.S. Senate is expected to hold a crucial procedural vote on the CLARITY Act on Sep 15.
This is not the final passage, but if cloture gets 60 votes, the bill will move forward.
More importantly, the Trump administration has agreed to adopt stricter provisions on crypto interest-conflict and ethics restrictions to win support from both parties.
For the entire U.S. digital asset regulatory framework, this could be the biggest policy catalyst this week.
📈 BTC ETF cools off, ETH shows stronger performance
Spot BTC ETFs ended the prior three-week streak of inflows, turning into roughly $463M in net outflows last week.
Meanwhile, ETH ETFs continue to show relatively stronger demand for inflows, with institutional capital becoming noticeably more differentiated.
BTC is still in the $76K–$80K range; clearer direction may only emerge after the FOMC.
🏦 Fed: Rate-hike expectations rise to ~87%
U.S. inflation remains elevated, and the Middle East situation has pushed up oil prices, further heating up market expectations for a Fed rate hike this week.
Goldman Sachs and JPMorgan currently both expect a 25-basis-point hike in September.
The FOMC decision on the 16th, along with Powell’s subsequent remarks, will directly impact the U.S. dollar, Treasury yields, and risk assets.
⚠️ Chainflip suffers an attack
Chainflip disclosed that issues with USDT transaction processing on the TRON network led to approximately 736,442 USDT being transferred out without authorization.
Of this, about 115,654 USDT has already been recovered.
Security issues in DeFi infrastructure have once again become a focus for the market.
🔥 Binance updates
Binance today launched CEA Industries (BNCB) bStock trading; Spot/Convert trading opens at 12:00 UTC.
At the same time, Binance has today stopped accepting deposits for certain AVA, GNS, and TOWNS on specified networks. Users need to confirm which deposit networks are available for the corresponding assets.
BTC is currently around $77.6K, still below the $80K key psychological level. ETH is about $2,515, BNB about $722, SOL about $101.
The market doesn’t show a clear direction; capital is waiting for several key events this week.
🏛 CLARITY Act: The verdict is tomorrow
The U.S. Senate is expected to hold a crucial procedural vote on the CLARITY Act on Sep 15.
This is not the final passage, but if cloture gets 60 votes, the bill will move forward.
More importantly, the Trump administration has agreed to adopt stricter provisions on crypto interest-conflict and ethics restrictions to win support from both parties.
For the entire U.S. digital asset regulatory framework, this could be the biggest policy catalyst this week.
📈 BTC ETF cools off, ETH shows stronger performance
Spot BTC ETFs ended the prior three-week streak of inflows, turning into roughly $463M in net outflows last week.
Meanwhile, ETH ETFs continue to show relatively stronger demand for inflows, with institutional capital becoming noticeably more differentiated.
BTC is still in the $76K–$80K range; clearer direction may only emerge after the FOMC.
🏦 Fed: Rate-hike expectations rise to ~87%
U.S. inflation remains elevated, and the Middle East situation has pushed up oil prices, further heating up market expectations for a Fed rate hike this week.
Goldman Sachs and JPMorgan currently both expect a 25-basis-point hike in September.
The FOMC decision on the 16th, along with Powell’s subsequent remarks, will directly impact the U.S. dollar, Treasury yields, and risk assets.
⚠️ Chainflip suffers an attack
Chainflip disclosed that issues with USDT transaction processing on the TRON network led to approximately 736,442 USDT being transferred out without authorization.
Of this, about 115,654 USDT has already been recovered.
Security issues in DeFi infrastructure have once again become a focus for the market.
🔥 Binance updates
Binance today launched CEA Industries (BNCB) bStock trading; Spot/Convert trading opens at 12:00 UTC.
At the same time, Binance has today stopped accepting deposits for certain AVA, GNS, and TOWNS on specified networks. Users need to confirm which deposit networks are available for the corresponding assets.
✅ Rebound reason: The price retraced to the support above 75,000 yuan that has been confirmed multiple times previously, triggering the rebound. Rebound targets: First target 78,500 yuan; secondary resistance 80,500 yuan. Conservative traders can take profit around 78,500 yuan; spot holders can realize profits in batches.
✅ My take: The market has high uncertainty right now, so it’s not suitable for long-term holding. The bill tomorrow night, the interest rate hike on Wednesday, and officials’ remarks are all unknown variables. I will prioritize securing existing profits and then add heavier positions once the situation becomes clearer.
When the market plunged yesterday, I advised setting up spot positions around 76,000 yuan, and it has since risen by nearly 2,000 points. Strategy logic: buy the dip at support to catch the rebound; take profit at resistance. No trade without support—if the price continues to push higher, you can try shorting as it approaches the resistance zone.
Strong resistance is at 81,000–82,000 yuan. If it reaches that range, try short entries with an expected win rate of about 70%. Trade ranges based on support and resistance; if it breaks out, cut losses. In a complex market, opportunities are continuously uncovered—sync with my real-time trading mindset every day.
U.S. Crypto Regulation Faces a Critical Vote: On September 15, Will the CLARITY Act’s 60-Vote Threshold Be Good News for the Crypto Market?
#clarity法案9月15日程序性投票 #美国加密监管 Another time point worth watching in the crypto space is coming: on September 15, the CLARITY Act will face a crucial procedural vote in the U.S. Senate.
First, correct a spot that’s very easy to misunderstand: September 15 is not the final vote on the CLARITY Act.
This vote is on cloture on the motion to proceed (the termination of debate on the motion to move forward). In simple terms, it means: First, senators decide whether to move the bill into the formal debate stage in the Senate.
This hurdle requires 60 votes.
The Republicans currently have only 53 seats, so even if every Republican supports it, at least 7 Democratic/independent senators must be brought in. If there are any “no” votes within the Republican caucus, the number of cross-party votes needed would be even higher.
With humility, observe all things; with determination, be yourself. No arrogance, no cowardice. View all things with humility, be yourself with resolve. No arrogance, no cowardice。 #AnthropicCEO呼吁放缓AI发展 $BNB
AI, a negative-shock raid! The biggest IPO pause in history ⏸
Four major AI giants speak out together Latest news: US AI giant OpenAI suddenly pressed the “IPO pause button.” The company’s CEO, Sam Altman, said that OpenAI will not conduct an initial public offering (IPO) in 2026. He noted that, given the many current developments surrounding AI safety issues, this is not an appropriate time to go public. Meanwhile, the CEOs of three major US AI companies—Anthropic and OpenAI—and SpaceX, have unusually joined forces to collectively call for slowing down AI development. According to Wall Street News, after the “AI slowdown” report broke, related assets on the HyperliquidX platform fell sharply, with OpenAI and Anthropic dropping by 7% and 2.8%, respectively. Multiple market observers and investors issued warnings on social media, concerned that this news could deal a significant blow to AI-related stocks such as Nvidia, Broadcom, and AMD.#Clarity法案9月15日程序性投票 #全网爆仓6.74亿美元
🔥 The market suddenly plunges collectively. Bitcoin falls in step, U.S. stocks SNDK also weaken, and many people look confused—what exactly happened? One sentence: the situation in the Middle East has escalated again, and risk assets are collectively being sold off. 🔥
Today, an Iranian merchant ship was sunk, and the U.S. side issued a tough warning directly. Trump stated that it can’t be only Iran that attacks our merchant ships—America can also respond with retaliation. This immediately pushes the situation into a more tense phase. Iran on its side was caught off guard as well, and uncertainty in regional conflicts instantly hits maximum. 🔥 Once geopolitical risk heats up, capital’s first reaction is to run. U.S. tech stocks and storage leader SNDK face pressure first; high-risk assets like Bitcoin naturally can’t withstand sell pressure. Many people think Bitcoin is a safe-haven asset—remember, when conflicts escalate quickly, institutions first focus on bringing cash back; all leveraged products get smashed in a selloff. That’s the core logic behind the current decline. 🔥
So will it keep falling next? Pay attention to two points. First, whether the U.S. and Iran will further expand the scope of strikes. If the conflict keeps escalating, oil prices surge, inflation expectations rebound, and the Fed finds it hard to cut rates, Bitcoin and U.S. stocks will face continued pressure. Second, whether this drop is a short-term sentiment-driven selloff, or whether there’s sustained capital withdrawal. If it’s just a one-off sell triggered by news, it will be followed by a rebound after the drop. But if the conflict continues to simmer and develop, there will be even bigger shocks later. 🔥
A reminder: the market has a lot of leveraged positions. Once it keeps probing lower, a chain reaction of liquidations can accelerate the downward move. Don’t blindly bottom-fish—control your position size and wait patiently to observe how the situation evolves. Geopolitical market swings are extremely large, and news reversals can happen very fast—never go heavy and hold on aggressively. 🔥#美国10年期国债收益率逼近5%
🔥 Arthur Hayes: I basically don’t look at Bitcoin technical indicators! Many people trading BTC watch every day: 📈 MA200 📉 RSI 🔴 MACD 📊 candlestick patterns. But the approach of Arthur Hayes, co-founder of BitMEX, is completely different. He has said outright that he basically doesn’t do technical analysis of Bitcoin. What he really focuses on are three things👇 1️⃣ US stocks He believes BTC largely follows the logic of US stocks. If that logic breaks down and the market calls for additional margin, investors will prioritize selling assets with better liquidity—BTC could be hit first. 2️⃣ Macros + market sentiment He doesn’t like waiting until market sentiment has gone completely crazy before entering. Instead, he tends to: place a bet early when sentiment is just beginning to form. 3️⃣ Finding assets that are “unloved by the market” This is also one of the reasons he’s bullish on ETH. As for the BTC price? In his view, the key levels are $60,000, $100,000, and the prior historical high around $125,000–$126,000. But between those key ranges, he won’t rely on technical indicators to trade frequent swings. 💡 Behind this are two entirely different trading mindsets: Typical investors: price → indicators → buy/sell Arthur Hayes: macro → liquidity → US stocks → sentiment → asset allocation The real big money may never be trying to guess the next candlestick. Instead, they’re deciding: “Where will the next round of capital go?” #SEC收到灰度莱特币信托转ETF申请 $BTC
AI giants collectively shout “hit the brakes”! U.S. stock storage sector plunges before the bell
On September 14, the U.S. stock storage chip sector saw a collective drop before the opening bell. SK Hynix ADR fell 7.13%, Seagate STX fell 6.17%, Micron MU fell 5.82%, SanDisk SNDK fell 5.73%, and Western Digital WDC fell 5.64%.
The spark came from an AI safety controversy: Anthropic CEO Dario Amodei called on the U.S. to push for slowing down AI development, urging AI companies to work together to set safety standards that would not be constrained by antitrust laws. The proposal was supported by Sam Altman, Musk, and Microsoft’s Nadella.
However, the White House takes the opposite stance. Trump’s team believes leadership in AI is crucial and advocates maintaining the U.S.’s competitive edge in AI; they have no plans to force the industry to hit the brakes.
Market concerns: If AI research slows down, it will directly weigh on storage and HBM demand, putting pressure on the storage sector.
Three things in the crypto world today: BTC breaks below 77,000, and the market is still digesting rate-hike expectations LSK surged 500%+ the past two days—whether the chain is shut or not, it can still be traded Tomorrow: the Federal Reserve meeting + the Senate voting on the CLARITY bill
Macroeconomics, regulation, and wild-card coins all on the table at the same time. Whoever survives this week is the winner. First have some tea, then watch the charts. #币圈热点
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