MORNING MARKET BRIEF September 28, 2026 The market enters the new week with two key risks: Bitget’s withdrawal restart and renewed pressure from oil and Treasury yields. Crypto: Bitget faces its first real test Bitget is scheduled to resume BTC withdrawals today at 08:00 UTC, followed by ETH on Sep 29, USDT on Sep 30, and other assets, fiat and P2P on Oct 2. The exchange says the vulnerability has been fixed, while the investigation with Mandiant and SlowMist continues. $BTC ≈ $83.8K $ETH ≈ $2.66K The key question is simple: will withdrawals resume on schedule without additional restrictions? Macro: 5%+ yields remain a problem The US 10Y closed Friday around 5.16%, after reaching 5.23% — its highest level since 2007. This week brings two major US catalysts: Sep 30 — PCE inflation Oct 2 — US jobs report Hot inflation or another strong labor report could push yields higher again, adding pressure to tech and crypto. Wall Street remains resilient Friday: S&P 500 +0.51% Nasdaq +0.48% Dow +0.93% AI stocks continue to support equities, but the combination of 10Y yields above 5% and Brent above $100 keeps the setup fragile. Oil is back in focus With no final breakthrough on Iran and the Strait of Hormuz, energy risk remains elevated. The macro chain is clear: Oil ↑ → Inflation risk ↑ → Yields ↑ → Tech & Crypto pressure Bottom line BTC < $84K US 10Y ≈ 5.16% Brent > $100 Bitget withdrawal restart today PCE + payrolls ahead For crypto, watch Bitget. For global risk assets, watch oil and Treasury yields. WhyNot Research | Research the Future #BTC Price Analysis#