Crypto regulation shifts and on-chain treasury expansion
📰 Crypto Evening News | 2026-09-23 21:00

🔥 Major Events
1. Polygon stablecoin miMATIC trades at a discount of ~14% — Blockaid monitoring shows that the Polygon-based QiDao Protocol stablecoin miMATIC is still in depegging…
2. SlowMist clarifies the malware was FOMOPeek, not the official app — SlowMist CISO 23pds posted that the malware mentioned in the earlier protos report was FOMOPeek…

📊 Market Data
1. Apollo ADS triggers redemption limits for the third consecutive quarter — Apollo Debt Solutions under Apollo, with a size of about $25.9 billion…
2. Funding rates are neutral to bearish, and sentiment turns extremely greedy — Coinglass data shows that after Bitcoin broke $86,000, it maintained a range-bound move; altcoins and Meme coins rotate…
3. Glassnode says the chance of a deep drop is getting smaller — Glassnode notes that the four-year cycle script many investors rely on has not worked for this BTC bear market…
4. 2-year U.S. Treasury yields rise to 4.79% — U.S. Treasury yields extend their uptrend; the 2-year yield rises to 4.79%, a new intrayear high; the materials link it to expectations of tighter monetary policy…
5. Fed hawkish remarks reinforce tightening expectations; gold price pulls back — Due to a stronger U.S. dollar and hawkish comments from Fed officials, market expectations for tighter monetary policy increase; gold falls amid range-bound trading…
6. U.S. stocks before the bell: storage optical modules and crypto-related stocks decline — BIT行情 data shows that ahead of the open, storage, optical modules, and crypto-related stocks generally fall…
7. Spot silver drops 3% intraday to $65.01 — Bitget market data shows spot silver is down 3% intraday, currently at $65.01 per ounce…
8. Meme stock MEME’s market cap once exceeds $40 million — GMGN data shows that after Meme project MEME’s market cap on the Robinhood Chain exceeded $40 million, it later fell back to…

🏛️ Regulatory Policy
1. Citi says the CLARITY bill being blocked won’t change the Bitcoin rebound — Citi says the U.S. Senate failed to advance the CLARITY bill to formal review, without halting the Bitcoin rebound…
2. Kalshi plans to apply to the SEC for permanent securities and futures standards — Kalshi has submitted a proposed rule change to the SEC and argues it should take effect immediately; it plans to add rules listing permanent securities and futures products with no fixed expiration date…

💡 Project Updates
1. Forward Industries plans to raise $25 million to buy more SOL — Solana treasury company Forward Industries has signed a securities purchase agreement with institutional investors…
2. Galaxy adds $100 million sUSDS to its treasury — Galaxy Digital announced that it has added $100 million of Sky Protocol yield-stablecoin sUSDS to the company treasury…
3. SharpLink says AI agents may reshape the financial system — SharpLink CEO Joseph Chalom posted that…
4. Zest releases mainnet proof of Bitcoin-collateralized treasury — Bitcoin lending protocol Zest Protocol has published proof of its mainnet deployment…
5. Cosmos Hub restarts and resumes block production as planned — Cosmos Hub’s official statement says validators successfully restarted the network as scheduled; block production has resumed and the network is operating normally…
6. Binance Wallet launches TRON transfer with 0 Gas fee activity — Binance Wallet says that between September 23, 2026 and December 22…
7. Binance Alpha conducts third round of CYS airdrops — Binance Alpha conducts a third round of Cysic airdrops; users with at least 250 Alpha points can claim 180 tokens…
8. Flap adds three types of bStocks to the on-chain marketplace — Flap posted on X that three new bStocks—AMCB, CYPHB, and AGPUB—are now live on Flap…

📊 Market Overview: BTC $85,465 (-0.60%), funding rate 0.0039%; ETH $2,720.97 (-1.26%), funding rate 0.0019%
📍 Daily buy/sell levels: $BTC daily sell point $86,879 | daily buy point $85,259 / $ETH daily sell point $2,781.42 | daily buy point $2,719.19 / BNB daily sell point $800.52 | daily buy point $778.78

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