2026.09.20 Chanlun Community Web3 Evening News 💥
1. Cryptocurrency prices plunge across the board; over 100,000 liquidations totaling $240 million
Commentary: As expected. A sudden escalation of geopolitical risk in the Middle East was the direct trigger.
2. Strait of Hormuz closed + Houthi forces upgrade their operation
Commentary: Geopolitical conflict continues to transmit through the chain Oil price → Inflation → Rate hikes.
3. Bitcoin drops only 1.5% in September; poised to post its first quarterly gain in a year
Commentary: There are still 10 days left in September. Despite multiple bearish factors, the performance is unusually resilient.
4. Michael Saylor publishes “A little more orange” signal again
Commentary: Current Strategy positioning cost is around $75,400.
5. BTC spot ETFs see net inflow of $6.21 million this week; ETH ETF net outflow of $140.6 million
Commentary: BTC is barely flat, while ETH suffers major outflows.
6. Ethereum ETFs end a streak of 4 consecutive weeks of net inflows
Commentary: Sharp contrast with BTC.
7. Zcash ETF attracts $37.67 million against the trend; privacy coins favored by institutions
Commentary: Privacy-coin ETFs keep pulling in capital steadily with very small scale.
8. The SEC officially launches innovation exemption for tokenized stocks
Commentary: The CLARITY bill was blocked for only two days, and the executive branch immediately launched a full “Plan B.”
9. The CFTC simultaneously submits draft crypto market regulatory rules for OIRA review
Commentary: Two major regulators moved fast within 48 hours.
10. Michael Saylor publicly opposes the CLARITY compromise方案
Commentary: Amid legislative deadlock, top opinion leaders shift toward a “pragmatic path.”
11. Likwid is attacked due to a vulnerability in its contract lending/borrowing logic, losing 74.31 BNB
Commentary: Circular leverage attack patterns are worth watching closely.
12. Oracles protocol Switchboard will stop operations on September 25
Commentary: Oracle track consolidation is accelerating.
13. The total market cap of altcoins breaks above $1.07 trillion, first time above the 200-day moving average
Commentary: This is the first time since early 2025 that so many tokens are above the 200-day moving average.
14. Bitcoin dominance rises to 59.34%
Commentary: The altcoin seasonal index falls to 41—34 points below the standard level that confirms “altcoin season.”
15. Vietnam plans to issue its first batch of crypto asset service licenses in 2026
Commentary: Vietnam is moving from the gray area toward licensed regulation.
$BTC
1. Cryptocurrency prices plunge across the board; over 100,000 liquidations totaling $240 million
Commentary: As expected. A sudden escalation of geopolitical risk in the Middle East was the direct trigger.
2. Strait of Hormuz closed + Houthi forces upgrade their operation
Commentary: Geopolitical conflict continues to transmit through the chain Oil price → Inflation → Rate hikes.
3. Bitcoin drops only 1.5% in September; poised to post its first quarterly gain in a year
Commentary: There are still 10 days left in September. Despite multiple bearish factors, the performance is unusually resilient.
4. Michael Saylor publishes “A little more orange” signal again
Commentary: Current Strategy positioning cost is around $75,400.
5. BTC spot ETFs see net inflow of $6.21 million this week; ETH ETF net outflow of $140.6 million
Commentary: BTC is barely flat, while ETH suffers major outflows.
6. Ethereum ETFs end a streak of 4 consecutive weeks of net inflows
Commentary: Sharp contrast with BTC.
7. Zcash ETF attracts $37.67 million against the trend; privacy coins favored by institutions
Commentary: Privacy-coin ETFs keep pulling in capital steadily with very small scale.
8. The SEC officially launches innovation exemption for tokenized stocks
Commentary: The CLARITY bill was blocked for only two days, and the executive branch immediately launched a full “Plan B.”
9. The CFTC simultaneously submits draft crypto market regulatory rules for OIRA review
Commentary: Two major regulators moved fast within 48 hours.
10. Michael Saylor publicly opposes the CLARITY compromise方案
Commentary: Amid legislative deadlock, top opinion leaders shift toward a “pragmatic path.”
11. Likwid is attacked due to a vulnerability in its contract lending/borrowing logic, losing 74.31 BNB
Commentary: Circular leverage attack patterns are worth watching closely.
12. Oracles protocol Switchboard will stop operations on September 25
Commentary: Oracle track consolidation is accelerating.
13. The total market cap of altcoins breaks above $1.07 trillion, first time above the 200-day moving average
Commentary: This is the first time since early 2025 that so many tokens are above the 200-day moving average.
14. Bitcoin dominance rises to 59.34%
Commentary: The altcoin seasonal index falls to 41—34 points below the standard level that confirms “altcoin season.”
15. Vietnam plans to issue its first batch of crypto asset service licenses in 2026
Commentary: Vietnam is moving from the gray area toward licensed regulation.
$BTC