=== The Tramp’s Encryption + AI Morning News | 2026.09.24 ===
[MARKET] Today’s Market | BTC: 84,414 USD | ETH: 2,691 USD
(Night range: BTC 83,654–87,251 / ETH about 2,675; see the live price above)
[NEWS] 1. [Market] BTC falls from its 87k high; U.S. Treasury yields break 5% triggers a long squeeze
Interpretation: The 10-year U.S. Treasury yield breaks above 5.1%, hitting a new high since 2007. In the past 24 hours, liquidations across the entire network total about $580 million, with long positions accounting for $438 million.
Impact: Bearish in the short term
2. [Institution] Spot BTC ETFs attract inflows against the trend; large institutions are pulling back with zero selling
Interpretation: Spot BTC ETF net inflow in a single day is about 7,107 BTC (about $609 million). A Bitwise report says that among 15 large institutions, none reduced their positions despite the deep pullback.
Impact: Bullish in the medium term
3. [AI + Crypto] a16z: RWA perpetual contracts saw $117.3 billion in volume in August, up 44x year over year
Interpretation: On-chain RWA perpetuals make up 86% of the share; stock-related products are 48%; Hyperliquid’s HIP-3 drives faster on-chain adoption of RWA perpetuals.
Impact: Bullish in the long term
4. [Regulation] NYSE teams up with Blockchain.com to explore tokenized U.S. stocks; SEC grants a five-year innovation exemption
Interpretation: The NYSE plans to launch on-chain U.S. stock trading. The SEC approved a conditional exemption, allowing tokenized NMS stocks to be traded on permitted AMM venues.
Impact: Positive/bullish
5. [Financing] Bessemer raises $5.75 billion, fully betting on an AI full-stack
Interpretation: $1.75 billion for seed-stage investments, $4 billion for growth-stage; already invested in Anthropic and Perplexity, totaling $3.0 billion invested in AI startups.
Impact: Neutral
[WARN] The above is a compilation of market intelligence and does not constitute investment advice
[MARKET] Today’s Market | BTC: 84,414 USD | ETH: 2,691 USD
(Night range: BTC 83,654–87,251 / ETH about 2,675; see the live price above)
[NEWS] 1. [Market] BTC falls from its 87k high; U.S. Treasury yields break 5% triggers a long squeeze
Interpretation: The 10-year U.S. Treasury yield breaks above 5.1%, hitting a new high since 2007. In the past 24 hours, liquidations across the entire network total about $580 million, with long positions accounting for $438 million.
Impact: Bearish in the short term
2. [Institution] Spot BTC ETFs attract inflows against the trend; large institutions are pulling back with zero selling
Interpretation: Spot BTC ETF net inflow in a single day is about 7,107 BTC (about $609 million). A Bitwise report says that among 15 large institutions, none reduced their positions despite the deep pullback.
Impact: Bullish in the medium term
3. [AI + Crypto] a16z: RWA perpetual contracts saw $117.3 billion in volume in August, up 44x year over year
Interpretation: On-chain RWA perpetuals make up 86% of the share; stock-related products are 48%; Hyperliquid’s HIP-3 drives faster on-chain adoption of RWA perpetuals.
Impact: Bullish in the long term
4. [Regulation] NYSE teams up with Blockchain.com to explore tokenized U.S. stocks; SEC grants a five-year innovation exemption
Interpretation: The NYSE plans to launch on-chain U.S. stock trading. The SEC approved a conditional exemption, allowing tokenized NMS stocks to be traded on permitted AMM venues.
Impact: Positive/bullish
5. [Financing] Bessemer raises $5.75 billion, fully betting on an AI full-stack
Interpretation: $1.75 billion for seed-stage investments, $4 billion for growth-stage; already invested in Anthropic and Perplexity, totaling $3.0 billion invested in AI startups.
Impact: Neutral
[WARN] The above is a compilation of market intelligence and does not constitute investment advice