The Market Updates

🚨 BREAKING 🚨

🇺🇸 Senate Republicans have released an updated Clarity Act text which includes over 100 changes requested by Democrats.

CLARITY IS COMING.

Exactly 11 months ago today, crypto gave us one of the worst days of our lives.

🇺🇸 The bond market is refusing to cooperate

The U.S. 10-year Treasury yield has surged above 4.90%, its highest since 2023, even after the Treasury tripled its long-term bond buyback to $6 billion.

That is the uncomfortable part: Treasury announced a larger intervention meant to support the long end, and yields went higher anyway.

At 4.92%, mortgages, corporate borrowing and the government’s own refinancing costs all become increasingly painful.

Washington can buy bonds.

It still has to convince someone to want them.

BREAKING: 🇺🇸 President Trump’s top crypto adviser Patrick Witt says Congress is running out of time to pass the CLARITY Act.

We’re just 5 days away from the vote.

WE NEED CLARITY.

🇮🇷 Reports of explosions are coming in from around the Strait of Hormuz.

Iranian media says blasts were heard in Sirik, Minab and Qeshm Island, with authorities saying some appeared to come from the direction of the sea. Sirik was reportedly hit by “hostile projectiles.”

Who’s firing is still unconfirmed. In Hormuz right now, that distinction matters quite a bit.

Sourcve: Anadolu Agency

🚨🇺🇸 Oil just punched back above $100, and Wall Street is feeling the heat...

Brent closed at $101.21 yesterday after U.S. strikes on Iranian tankers and Houthi attacks on Saudi Arabia gave traders another reason to worry about supply.

And pretty quickly, this becomes everyone else’s problem too.

U.S. gas is already averaging $4.22 a gallon.

Diesel? Record $5.94.

That feeds inflation, which makes cutting rates a whole lot harder.

Bond yields jumped, the S&P 500 fell 0.5%, and suddenly everyone’s watching the Middle East and the Fed at the same time.

Oil is basically squeezing the market from both sides now.

Source: Reuters, CNN

🚨 BREAKING 🚨

The odds of a Fed rate hike just hit 74%.

BREAKING:

🇺🇸 US PPI came in at 5.4%

Expectations: 5.3%

Highest level in 2 months.

Last time PPI data was released, $BTC pumped 26% in 8 days.

Today, PPI data will be released again.

This chart is the answer why we didn't get a proper Altseason in 2025.

2017: ISM turned up. Alts exploded +1,800% vs Bitcoin.

2021: ISM turned up again. Alts exploded +550% vs Bitcoin.

2025: ISM stayed below 50. Alts dropped -45% vs Bitcoin. Monthly MACD also stayed red.

There was simply no clean Alteason setup But now its changing.

Alts/BTC is in a long consolidation and ISM is back above 54.

If ISM keeps improving and Alts/BTC breaks out, 2027 could be the real altseason.

BREAKING: 🇺🇸 Treasury Secretary Scott Bessent is pushing the U.S. Senate to pass the Crypto Clarity Act on Sept. 15.

PASS THE CLARITY ACT !!

BREAKING: 🇺🇸 US Treasury just bought back $12.5 Billion of its own debt, making a total of $25 billion this month.

THE NEXT 10 DAYS COULD BE WILD FOR MARKETS.

5 major catalysts are coming back-to-back:

📅 Sept 10 — PPI
🔥 Hot PPI → Gold could drop
❄️ Cool PPI → Gold could rise

📅 Sept 11 — CPI
This is the BIG one.
🔥 Hot CPI = Fed more hawkish = Gold DOWN
❄️ Cool CPI = Rate-hike pressure fades = Gold UP

📅 Sept 15 — CLARITY ACT
Big day for crypto sentiment. A positive outcome could boost risk assets and add volatility across markets.

📅 Sept 16 — FED DECISION
Hawkish Fed → Gold pressure
Dovish Fed → Gold bullish

📅 Sept 18 — BOJ
A hawkish BOJ could strengthen the yen and shake global markets, creating another volatility wave.

🟡 GOLD GAME PLAN:

Hot inflation + hawkish Fed → 🔻 GOLD
Cool inflation + dovish Fed → 🚀 GOLD

🇺🇸🇮🇷 Oil is pushing higher again after the latest U.S.-Iran exchange

Brent is now hovering around $99 a barrel, right on the edge of $100, while WTI is trading above $94 and closing in on $95.

Both are up nearly 50% over the past year.

🚨🇺🇸 The Treasury just told the market it'll buy back $6 BILLION in longer-dated debt tomorrow, and the screens jumped...

That's up from $4 billion last time, and TRIPLE the usual amount.

Around 11 a.m. the dollar spiked, the S&P dropped, and short yields punched higher.

Washington's pulling paper off the long end. Traders treated it like a shock, not a favor.

Liquidity management just became a market event.

Source: CNBC

If you are having a bad day...

Someone bought $198,000 worth of $LAPTOP at a $255.

It's now worth $2,100.

THIS IS INSANE

Hunter Biden's memecoin, $LAPTOP crashed 98% within minutes of its launch.

It was supposed to compensate the $TRUMP losers

🚨BREAKING: 🇩🇪 Germany is planning a 25% tax on crypto gains starting in 2027.

This ends the one year tax free holding period.

BREAKING: 🇯🇵 2.8 Trillion Citi Bank will launch tokenized cross-border payments in Japan, allowing companies to send money 24/7 across five countries.

Banks are moving onchain.

We are getting near..