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9/18
08:13
The 10-year U.S. Treasury yield surpassed 5% this week, reaching its highest level since 2007, attracting a significant influx of capital into U.S. bond mutual funds and exchange-traded funds. According to Morningstar data, net inflows into U.S. bond mutual funds and ETFs totaled $625 billion year-to-date through August, marking the highest amount for the same period since records began in 2010. Both Pacific Investment Management Company (PIMCO) and Vanguard Group anticipate this inflow rate will accelerate further as investors rebalance their assets from equities to fixed income.
08:11
Bloomberg Senior Macro Strategist Mike McGlone stated that after the Federal Reserve's 25 basis point rate hike on September 16, bringing the federal funds rate to 3.75%-4%, the 10-year US Treasury yield has approached the critical 5% level. This gives investors a reason to sell Bitcoin and gold and reallocate to US Treasuries. McGlone believes the current macro environment is the "endgame" for risk assets, and he expects funds to flow from overheated markets into US Treasuries.
08:10
Bonds of Brazilian steelmaker Cia. Siderúrgica Nacional SA (CSN) have been among the best performers in emerging markets since the appointment of a new chief executive officer. Investors are betting that the company's ambitious asset sale plan will finally move forward, helping it to reduce its heavy debt load.
08:07
Bloomberg reports that with a year to go until Argentine President Javier Milei seeks re-election, the economic recovery underpinning his popularity is stalling, which could pose a risk to his re-election campaign.
08:06
Dillard's Inc., a $10 billion retailer, announced plans to move its primary securities listing from the New York Stock Exchange (NYSE) to the Texas Stock Exchange (TXSE), making it the first retailer to join the startup marketplace.
08:04
HYPE hit a record $90.92 after Hyperliquid opened manual borrowing, letting users borrow stablecoins against HYPE and Bitcoin collateral.
07:59
Russian farmers plan to reduce winter wheat planting due to disruptions in shipping from the country's key Black Sea ports, leading to a domestic supply surplus and signaling a smaller 2027 harvest for Russia, the world's largest wheat exporter.
07:50
Ripple CTO Emeritus David Schwartz stated that major exchanges like Coinbase are reluctant to list Bitcoin BLAKE2b, a new Bitcoin-based asset, due to the need for replay protection mechanisms and the asset's susceptibility to engineering flaws that could lead to fund loss. He noted that exchanges had previously supported other Bitcoin forks like Bitcoin Cash and Bitcoin SV.
07:40
According to Shibburn data, Shiba Inu's burn rate was 0 in the past 24 hours, representing a 100% drop in daily burns. This marks an unusually quiet period for Shiba Inu, but the article notes that a 0 burn rate does not necessarily mean the burn mechanism has failed or permanently stopped; it simply indicates that no eligible burn transactions were recorded during this period. Additionally, the 7-day burn rate has decreased by 69.59%, and the 30-day burn rate has decreased by 88.05%, highlighting a slowdown in burn activity since September.
07:38
Industry observers are debating the future of the ZEC development fund beyond 2028, after a surge in the token's price pushed the fund's value above $95 million. Haseeb Qureshi, a partner at Dragonfly, stated that the fund should cease operations after its expiration in 2028.
07:34
The article notes that Dario Amodei, CEO of Anthropic, called for AI companies to slow down the development of their most advanced models, a call supported by industry giants such as Sam Altman of OpenAI, Elon Musk of xAI, Demis Hassabis of Google DeepMind, and Satya Nadella of Microsoft. However, NVIDIA CEO Jensen Huang opposed this, arguing that market forces are sufficient to drive safe innovation without new legislation. Mark Zuckerberg of Meta warned that the proposal could increase companies' legal risks. Analysis suggests that these disagreements stem from commercial interests, with some companies benefiting from a slowdown while others gain more from accelerated development. Furthermore, the proposal could limit China's access to advanced AI chips and spark controversy over antitrust law exemptions.
07:28
Saudi Aramco has informed European customers they will receive no crude allocations next month, prolonging supply disruptions caused by the attack on the East-West pipeline. The halt has already prompted replacement buying, while Saudi Arabia is working to restore roughly half the pipeline’s capacity within days. October supply concerns are supporting crude prices, though optimism over pipeline repairs is limiting gains. Brent crude traded around $103.53, with WTI near $101.46.
07:27
Options traders flocked to tech stocks after the Nasdaq 100 Index posted its largest daily gain in six weeks. Options trading volumes for AI-related stocks such as Intel, AMD, and Crowdstrike were all above their 30-day average, with strong bullish sentiment for Intel and AMD. Intel's stock price hit a new high since July, rebounding 35% from its summer low. SpaceX saw significant put option trading volume, but with a large number of put options sold. This came after the Federal Reserve's first interest rate hike since 2023, and the Cboe Volatility Index (VIX) fell more than 2 points to 15.4 on Thursday, its lowest in a week.
07:23
Dollar bonds of Indian construction giant Shapoorji Pallonji Group hit a record high this week, as investors bet that the potential listing of Tata Sons Pvt. could help the Shapoorji Group unlock value from its stake and repay high-cost debt.
07:20
Musk reposted a tweet from Sawyer Merritt, which stated that Tesla FSD (supervised version) has an average collision rate 40% lower than manual driving in Australia and New Zealand. Data shows that FSD experiences one collision every 1.1 million miles, while manual driving experiences one collision every 665,000 miles.
07:19
Elon Musk reposted a tweet from @cb_doge, which noted that the Paraguayan government has installed Starlink equipment in 413 schools across five eastern provinces, aiming to provide high-speed internet to remote and vulnerable communities. This nationwide rollout plan will connect 1,600 schools to expand access to digital education.
07:19
Wallstreetcn has learned from multiple industry sources that Stellantis' luxury brand Maserati is in talks with Huawei Qiankun and JAC Motors for a potential collaboration. The plan involves Huawei Qiankun providing technical support and JAC Motors offering production lines for Maserati's new models. The project intends to use the ZunJie brand domestically in China, while retaining the Maserati brand overseas. It is also considering utilizing JAC's factories for domestic production, with a possibility of establishing new production facilities in Italy. However, as of now, the project has not been officially signed, primarily due to unresolved issues regarding configuration and pricing. Maserati's global shipments are projected to drop to 7,900 units in 2025, highlighting an urgent need for external technology to supplement its new product offerings.
07:18
A measure of French bond risk rose to one percentage point, a sign of growing caution among investors given the country’s large budget deficit and ongoing political uncertainty.
07:16
XRP's 50-day moving average is currently about 2% below its 200-day average, the closest since its last golden cross in August 2024. This technical signal, where the 50-day average crosses above the 200-day, is often seen as bullish, though historical data for XRP shows it has not been a reliable long-term predictor of sustained upside. Meanwhile, Bitcoin's dominance rate, or share of total crypto market cap, has fallen to a one-month low of under 59%, leading traders to shift focus to altcoins like UNI, NEAR, and ARB, which have surged by nearly 30% in 24 hours. FxPro chief market analyst Alex Kuptsikevich noted that altcoins have accelerated sharply while majors lag, with markets hoping for SEC and CFTC crypto adoption and the passage of the Bitcoin Reserve Bill.
07:14
Musk reposted a tweet, quoting Nick Shirley's speech at the All-In Summit, stating that without Musk and the X platform, a video about fraud would not have garnered 140 million views and reached important global figures, far exceeding YouTube's millions of views.
07:06
At Salesforce's annual Dreamforce conference in San Francisco, despite intense debates over AI safety, many business leaders and customers stated that last year's AI models were sufficient for their daily sales and customer service needs, and they were even still adapting to existing technologies. Nvidia CEO Jensen Huang called for frontier labs to "run as fast as possible," but actual users were more focused on cost-effectiveness and utilizing existing models, believing that new models offered limited incremental value.
06:58
Chainalysis reports that state-linked hackers, particularly those tied to North Korea and Iran, are increasingly using public blockchains to maintain malware infrastructure, accounting for roughly two-thirds of new blockchain-dead-drop activity by Q2 2026. Malicious blockchain writes surged 440% from 2.06 to 11.1 per day after the emergence of high-capacity open-weight AI models, which lowered the expertise required to build such infrastructure. This shift poses new security challenges for crypto companies and developers, as traditional takedowns are ineffective against malware instructions stored on public chains.
06:57
China's government public spending accelerated its decline in August, indicating that Beijing is withdrawing fiscal support despite a slowdown in economic growth momentum, Bloomberg reported.

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