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9/20
21:42
The Bank of Russia's September 18 proposal would limit covered crypto and foreign-digital-instrument risk to 1% of a bank's own funds, while conditionally excluding client custody positions from this calculation. The draft rules create N31 and N32 ratios for individual institutions and banking groups, respectively, comparing covered exposure to capital. Client custody positions are excluded if the bank does not bear liability for loss in case of seizure or transaction restrictions, though these positions still receive a 50% risk weight for capital adequacy. Direct holdings and liable client positions receive a 1,250% risk weight. The central bank plans official publication in Q4 2026, with requirements taking effect 10 days later and reporting expected from January 2027.
21:29
The U.S. State Department issued a warning Saturday night, urging American citizens to reconsider travel to the Middle East, citing the potential for rapid escalation of the conflict with Iran. This followed a statement on Sunday by Iranian Parliament Speaker Mohammad Bagher Ghalibaf via Telegram, who said the Strait of Hormuz, a key shipping lane connecting Iran and Oman, would not be opened unless all of Iran's conditions were met. Houthi forces further escalated regional tensions on Saturday by attacking "sensitive" sites in the Saudi capital, Riyadh. Mohsen Rezaee, Secretary of Iran's Supreme National Security Council, stated on Saturday that conditions for ending the war, including lifting the naval blockade and unfreezing funds, had been conveyed to Washington via Qatari mediators, and they are now awaiting Donald Trump's response.
21:03
Record diesel prices are exposing pain points in the stock market and economy, with a major risk being that high diesel prices will continue to put upward pressure on inflation.
20:55
MicroStrategy Chairman Michael Saylor tweeted "A little more orange.", which is widely interpreted as a reference to Bitcoin, whose logo is orange. The phrase "orange-pilling" is common in the crypto community to describe introducing someone to Bitcoin.
20:30
Donald Trump posted on Truth Social that, at the strong request of the U.S. military and for national security purposes, he has agreed to transform the long-planned Triumphal Arch project at the reception circle next to the Arlington Memorial Bridge into a top-tier military complex/Triumphal Arch. This facility will be used to house, store, and rapidly deploy a large number of drones and snipers (on the rooftop and plaza areas), and to store a large quantity of sniper ammunition. Trump stated that no facility in the world will compare to it, and Washington D.C. will have the most magnificent Triumphal Arch globally.
20:23
A crypto industry worker, his wife, and their two children, aged 8 and 12, were kidnapped and held captive at their home in Vendin-le-Vieil, France, according to French BFMTV. Investigators are considering whether the incident is related to the acquisition of cryptocurrency. The man and his daughter were assaulted, and he contacted emergency services around 8 AM on Sunday, after which the four suspects fled. The amount of loss is currently unknown.
20:18
Near Protocol's total value locked (TVL) is currently around $187.25 million, less than $3 million short of the $190 million mark. This comes amid a significant price rally for NEAR, which is now trading at about $3.60 after breaking out from the $2.30–$2.50 range. The network also shows significant activity with 52,391 active addresses and a 24-hour decentralized exchange volume of approximately $84.19 million.
20:18
JPMorgan Chase analyst Doug Anmuth upgraded Meta Platforms from "Neutral" to "Overweight," raising the price target from $640 to $820. He believes Meta is in the early stages of rolling out frontier models and AI-powered products, such as the Muse AI agent and Meta Model API, which will be central to its product and monetization pipeline for years to come.
20:18
Raymond James analyst Brian Gesuale initiated coverage of Rocket Lab with a "Buy" rating and an $80 price target. He noted that with the acquisition of Iridium complete, Rocket Lab will be the only vertically integrated space company to achieve positive free cash flow, with revenue growth projected at 59% in 2026 and its backlog having doubled to nearly $2.4 billion.
20:18
Guggenheim analyst John DiFucci reiterated a "Buy" rating and a $400 price target for Oracle, calling it a "stock of the decade" primarily benefiting from the immense opportunities presented by AI training and inference, as well as its traditional public cloud business and AI-powered cloud databases and applications. DiFucci expects these factors to drive accelerated revenue and profit growth for Oracle in the coming years.
20:15
CNBC contributor Caruso-Cabrera stated that the region's stock markets, as measured by the iShares Latin America 40 ETF (ILF), have risen 15% year-to-date, outperforming the S&P 500's 11% gain. Ernesto Revilla, Citi's Chief Latin America Economist, noted that factors such as a weaker dollar, stronger commodities, favorable geopolitics, and the rise of pro-business reformist leaders position the region for higher growth. Danny Osorio, CEO of Andes Capital Advisors, added that private capital inflows have re-energized, with funds returning to Colombia, Peru, Ecuador, and Argentina. European investors' commitments to Latin American equities in 2026 have exceeded the total of the past 16 years combined. Brazilian digital bank Nu received an "Overweight" rating from Morgan Stanley with a price target of $21. The first round of Brazil's presidential election will be held on October 4, with the latest polls showing pro-business candidate Flavio Bolsonaro neck and neck with incumbent President Luiz Inácio Lula da Silva.
20:07
The analysis highlights that while stablecoins offer fast transfers, employees often incur fees and face tax complexities when converting them to local currency or moving them to bank accounts. This raises questions about who bears the costs of making stablecoin paychecks usable. Galaxy Payroll Group announced its stablecoin payroll service on September 2, and Deel updated its employer guidance on September 17, emphasizing that stablecoin payments do not remove employers' existing wage, tax, or reporting obligations.
20:06
Al Jazeera reported that Israeli settlers once again stormed the Al-Aqsa Mosque compound in occupied East Jerusalem over the weekend and performed Jewish prayers. Israeli Prime Minister Netanyahu visited tunnels beneath the Western Wall on Saturday and made provocative remarks. The Palestinian Hamas organization strongly condemned these actions, calling them a blatant attack on the identity of the Al-Aqsa Mosque. The Palestinian Jerusalem Governorate reported that approximately 570 settlers stormed the Al-Aqsa Mosque compound on Sunday.
20:05
American companies, particularly those in manufacturing, auto supply, retail, and transportation, are facing a triple squeeze. Tariffs under Trump's trade policies are increasing raw material costs, the Iran war is driving up fuel prices, and the Federal Reserve's interest rate hikes are making financing more expensive. This combination is forcing businesses to pass on costs, impacting margins, and in some cases, leading to bankruptcies, such as Spanish auto parts maker Grupo Antolin. Larger corporations with more cash reserves and long-term debt are somewhat insulated from these pressures.
20:05
Despite a sluggish U.S. housing market, home furnishings retailer Williams-Sonoma's stock performance has significantly outpaced its peers. As of last Friday, the company's stock was up approximately 23% year-to-date and over 200% cumulatively over the past three years. Peter Keith, Head of Consumer Research at Piper Sandler, noted that Williams-Sonoma successfully improved profitability and reduced its reliance on real estate market fluctuations through strategies such as reducing promotions, optimizing its supply chain, adhering to full-price sales, developing e-commerce and B2B businesses, and applying AI in its supply chain and sales operations. The company's fiscal year 2025 revenue was $7.81 billion, down from $8.25 billion in 2021, but operating income remained almost flat. Additionally, Williams-Sonoma received a $200 million tariff refund after the Supreme Court ruled that the Donald Trump administration's tariffs exceeded its authority.
20:04
Analysts point out that the SEC's five-year innovation exemption creates a path for tokenized US stocks to be traded on public blockchains via automated market makers (AMMs). Coinbase's existing tokenized stock products already meet most of the SEC's requirements, and its institutional custody business and Coinbase Tokenize infrastructure also offer advantages. While Robinhood will need to adjust its existing offshore products to comply with the new rules, analysts expect it to act quickly. Furthermore, the increase in tokenized securities trading will drive demand for tokenized cash, with Circle's USDC poised to become an important tool for settlement, collateral, and other on-chain activities.
20:04
Despite widespread market expectations that a Federal Reserve rate hike and the failure of the CLARITY Act in the Senate would trigger a broad sell-off in crypto markets, Bitcoin showed resilience this week. Market experts believe Bitcoin's price stability proves its fundamentals are independent of Washington, with global liquidity and adoption cycles remaining the primary growth drivers. Ahead of the Senate vote, Bitcoin had fallen amid tension and rumors of partisan gridlock, but subsequently rebounded to around $75,000, appearing to shake off the impact of the bill's failure. Although $571 million in Bitcoin long futures positions were liquidated after the vote failed, and Coinbase and Circle shares fell as much as 10% at one point (rebounding by Friday), Bitcoin's spot price remained resilient.

Analysts noted that the market was not positioned for the bill's passage, which limited the scale of liquidations. The regulatory narrative has turned bullish—following the Senate's rejection of the CLARITY Act, analysts expect the SEC and CFTC to advance crypto regulation through agency-driven rulemaking. On Thursday, the SEC introduced a temporary, conditional "innovation exemption" allowing qualifying crypto platforms to trade tokenized U.S. stocks. Bitwise Chief Investment Officer Matt Hougan believes the U.S. still has two and a half years of a crypto-friendly regulatory period ahead, and that Bitcoin's future trajectory will depend more on market sentiment than on fundamentals.
20:02
Experts state that Chinese aerospace companies are narrowing the gap with Elon Musk's SpaceX and seeking to expand their influence in the global space economy. SpaceX's rise in the rocket launch industry has spurred China to rapidly develop its own technology, and Chinese domestic companies are expected to compete with SpaceX in the near future.
20:01
The new school year began on September 19, seeing approximately 541,000 students return to education in Gaza. This follows nearly three years of disruption caused by the war that started in October 2023. Despite a ceasefire in October 2025, violence has continued, with two students killed earlier this month. UNICEF reports that nearly 98% of school buildings in Gaza have been damaged since October 2023, with over 93% requiring major rehabilitation or full reconstruction. Schools face severe shortages of stationery, textbooks, desks, and chairs, with many classes held in temporary tents.
19:51
Recently, several Chinese small and mid-sized banks have adjusted deposit rates in differing directions. Shanghai Songjiang Fuming Rural Bank will cut its two-year and three-year time deposit rates by 15 and 35 basis points respectively starting September 21, resulting in an inverted term structure where extending the deposit term from one year to three years actually yields a lower rate. Meanwhile, WeBank raised its three-year time deposit rate from 1.60% to 1.75%, and Blue Ocean Bank raised its one-year time deposit rate from 1.65% to 1.70%.

Analysts point out that some banks are lowering medium- to long-term deposit rates mainly due to pressure from funding costs, aiming to ease pressure from persistently low net interest margins. At the same time, the localized rate hikes for specific terms reflect continued demand among some institutions to shore up their deposit bases. Huatai Securities, Guosen Securities, and CICC estimate that roughly 50 trillion to 75 trillion yuan in time deposits will mature in 2026, giving banks a window to adjust rollover pricing. The People's Bank of China (PBOC) had previously sought public comment on June 5 on the "Administrative Provisions on RMB Deposit and Loan Interest Rates," aiming to curb the practice of attracting deposits through high interest rates.
19:26
CryptoSlate analysis suggests that Bitcoin's recent rally above $80,000 is not strongly supported by institutional conviction. Data from the Commodity Futures Trading Commission (CFTC) as of September 15 showed leveraged funds' net short positions in Bitcoin futures decreased by 7,275 BTC equivalent, while asset managers' net long positions fell by 4,733 BTC equivalent. Additionally, US spot Bitcoin ETFs recorded a net inflow of only $6.1 million for the week of September 14-18, despite a late-week recovery.
19:25
China elevated Li Chenggang's title on Sunday, hours before delegations from the two countries were set to hold negotiations in New York. This move comes as US Treasury Secretary Scott Bessent is scheduled to meet with Chinese Vice Premier He Lifeng in New York to discuss AI safety, trade, and economic issues, paving the way for a potential summit between Trump and Xi.

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