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9/28
15:36
British counter-terrorism police are investigating bomb threats made last weekend against the US Air Force base at RAF Fairford, suspecting a potential link to Iran. Police have arrested five men. The base previously served as a command post for US military strikes against Iranian missile sites.

Background: Iran's Revolutionary Guard has warned that any base used for airstrikes against Iran would be considered a legitimate target. US President Donald Trump stated on Sunday that he expects more talks with Iran this week, after he rejected Iran's proposal to reopen the Strait of Hormuz.
15:32
Bybit will temporarily suspend deposits and withdrawals via Valuechain (SOSO) starting from Sep 28, 2026, 07:30 AM UTC, to ensure a smooth transition during the network upgrade. Other activities such as trading will not be affected.
15:29
On-chain monitoring firm Lookonchain has discovered that the hacker who previously stole $351.6 million from the Bitget platform is currently converting their Ethereum (ETH) holdings into Bitcoin (BTC) via the THORChain protocol.
15:16
On the morning of September 28, renowned investor Duan Yongping (Xueqiu ID: "Dadao Wuxing Woyouxing") posted on the Xueqiu platform that he had purchased Kweichow Moutai. The average purchase price was approximately 1,230 yuan, for a total of 30,000 shares, amounting to over 36.9 million yuan. Following the announcement, Kweichow Moutai's stock price rallied in the afternoon, turning positive and closing up 0.56% at 1,243 yuan. This is not Duan Yongping's first recent move; he previously made public posts about buying Kweichow Moutai in January and October 2025, and on May 7 of this year. Duan Yongping's core investment logic centers on Moutai's business model and long-term demand, believing it is highly likely to outperform inflation. In August of this year, Duan Yongping also stated that he would dare to bet 100 million RMB against any Chinese domestic fund over a ten-year period while holding Moutai, but that post is currently no longer searchable. This latest increase in holdings comes as China's baijiu industry faces overall pressure, with many industry insiders noting a "weak peak season," and most baijiu brands, excluding Moutai, experiencing a cool reception. A Jefferies research report in August suggested that Moutai is accelerating its transformation towards a luxury goods operating model, giving it a target price of 2,100 yuan and maintaining a "buy" rating.
15:06
TotalEnergies SE will boost share buybacks for the next two quarters as the energy major benefits from rising oil and gas prices.
15:03
The UK grid operator warned that electricity supplies may be tight Monday evening before a spike in wind power brings relief to the system overnight.
14:57
WuBlockchain's weekly outlook highlights that the macro trade is about to be stress-tested, with major economic data including U.S. payrolls, ISM, eurozone CPI, China’s PMIs, and the Bank of Japan’s post-hike debate all scheduled within four days. A strong U.S. jobs report could further drive yields higher, forcing expensive tech stocks to absorb an even higher discount rate.
14:49
Brian Garrett, head of equity derivatives trading at Goldman Sachs, pointed out that the breadth of the US stock market is collapsing. The proportion of S&P 500 components trading above their 200-day moving average has fallen below 50%, and the number of stocks hitting 52-week lows has exceeded those hitting new highs for nine consecutive trading days. The simultaneous trigger of these two indicators is the first time since the peak of the dot-com bubble in 2000. Meanwhile, the MOVE index, a bond market volatility gauge, is at historically extreme highs, while the VIX index remains low. This suggests that the bond market has priced in tail risks, but the stock market refuses to price in panic.
14:46
Singapore's state-owned investment company Temasek Holdings has acquired a 9% stake in Italian private equity firm FSI Management Company for an undisclosed sum, according to a joint statement. Temasek will also invest in FSI's future funds.
14:42
Rising global bond yields are fueling skepticism about Europe’s equity rally, as investors worry that fiscal and inflation risks are causing cracks in what has so far been a resilient economy. The Stoxx Europe 600 Index has risen 8% this year, underperforming a 13% advance in the S&P 500, with the divergence widening as yields marched toward highs not seen in more than two decades.
14:31
Upbit has commenced the distribution of the fourth weekly GAS airdrop for the snapshot period of September 19-25 (snapshot time: September 25, 9 PM to 10 PM KST), with completion expected within 24 hours.
14:31
CASHCAT is a community-driven Meme coin project launched on Robinhood Chain.
14:31
Leveraged funds increased their net short positions in standard CME Bitcoin futures by 1,599 contracts (7,995 BTC-equivalent) during the week ending September 22. Simultaneously, asset managers added 411 contracts to their net long positions, indicating a divergence in institutional positioning on Bitcoin's future direction, according to the latest CFTC snapshot.
14:28
Peter McCrory, Chief Economist at Anthropic, stated in a conversation at Harvard Kennedy School that based on Anthropic's underlying usage data, AI adoption is expected to boost labor productivity growth by 1.8 percentage points, potentially returning the U.S. macroeconomy to an era of high growth. He predicted that AI is highly likely to exacerbate inequality between capital and labor, and in extreme cases, the labor income share could fall by about 15 percentage points. McCrory suggested that to address the reshaping of wealth distribution and excessive automation, policymakers should consider tax reforms, including taxing consumption and introducing a "token tax" to curb negative externalities, analogous to carbon or tobacco taxes.
14:12
Brent crude is trading above $106 a barrel, as the 10-year US Treasury yields reached 5.2%.
14:07
On Monday (September 28), Chinese optical fiber concept stocks suffered a sharp decline, with Yangtze Optical Fibre and Cable (YOFC) H-shares leading the fall by 16.03% to HKD 156.6. The direct trigger for this decline was Hengtong Optic-Electric's private placement plan disclosed on the evening of September 24, which aims to raise no more than RMB 6.636 billion for the expansion of optical fiber preform and specialty optical fiber production capacity, sparking a new round of market concerns about oversupply in the industry.

However, UBS simultaneously published a research report, maintaining a "Buy" rating for YOFC H-shares against the trend. It significantly raised its net profit forecasts for 2026-28 by 116%-158% to RMB 9.1 billion, RMB 15.6 billion, and RMB 19.1 billion, respectively. The target price was also raised from HKD 290 to HKD 330, implying an upside potential of approximately 73% from the current share price. UBS believes that market concerns about overcapacity are severely overestimated, as AI-driven data center demand is fundamentally reshaping the supply and demand dynamics of the optical fiber industry, and the tight supply-demand situation for high-end optical fibers will continue until 2027-28. UBS pointed out that YOFC's strategic value as a core player in the global AI supply chain is severely underestimated.
13:54
China's widening lead in humanoid robot patents is raising the stakes for South Korea's push to compete in the fast-growing industry. According to Intellectual Property Office data obtained by Rep. Lee Jeong-heon’s office, China accounted for 60.8% of humanoid robot patents across the world’s five major intellectual property offices (IP5) as of the first half of 2026. The US held 21.8% and Korea 4.6%. China’s share rose from 51.8% in 2024, while Korea’s fell.
13:53
South Korean regulators are reconsidering their approach to crypto market making, which is currently restricted under the country’s manipulation rules, following a JPYC spike on Upbit this month that saw it trade at four times its pegged value.
13:52
Cardano founder Charles Hoskinson has predicted that the privacy-focused blockchain project Midnight will eventually become bigger than Zcash. Hoskinson believes this will be driven by a combination of privacy technology, artificial intelligence, cross-chain functionality, and Cardano's infrastructure. Midnight's mainnet went live in March. Currently, Midnight has a market capitalization of $437 million, ranking 122nd, while Zcash (ZEC) is a top 10 cryptocurrency with a market cap of $26.4 billion.
13:27
Nidec, a Japanese electric motor manufacturer, is expected to confirm impairment losses exceeding 600 billion yen (approximately $3.8 billion), primarily stemming from its electric vehicle traction motor system business, Nikkei Asia reported on Monday. Following this news, Nidec's stock price fell by 17%.
13:25
A Russian strike on Kharkiv injured at least 22 people, less than a day after eight were killed nationwide. Ukrainian drones struck an oil depot in Russia's Krasnodar region. Ukrainian President Zelenskyy stated Russia launched over 2,200 attack drones, 1,630 aerial bombs, and 38 missiles against Ukraine in the past week. Russian Foreign Minister Lavrov said Moscow intends to continue its military campaign "to the end."
13:21
South Korea’s local bond market reopened after holidays, with its three-year yield rising to the highest level since November 2022, joining a global selloff as elevated oil prices stoked concern over inflation.
13:18
Shares of National Stock Exchange of India Ltd. (NSE) slipped below their initial public offering price on the third day of trading, extending a lackluster start amid a broader equity selloff.

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