x

According to Alternative data, the Crypto Fear and Greed Index has risen to 78, reaching its highest value in nearly a month, up from 70 yesterday, with an average of 66 last month. Market sentiment has returned to the extreme greed range.Note: The fear index threshold is 0-100 and includes the following indicators: Volatility (25%) + Market Trading Volume (25%) + Social Media Heat (15%) + Market Surveys (15%) + Bitcoin's Proportion in the Overall Market (10%) + Google Trends Analysis (10%).

According to Coinglass data, if ETH falls below $2,634, the cumulative long position liquidation intensity on mainstream CEX will reach $1.622 billion. Conversely, if ETH breaks above $2,907, the cumulative short position liquidation intensity on mainstream CEX will reach $600 million.

According to Coinglass data, if BTC falls below $82,125, the cumulative long liquidation intensity on mainstream CEX will reach $2.734 billion. Conversely, if BTC breaks above $90,669, the cumulative short liquidation intensity on mainstream CEX will reach $1.122 billion.

Balancer's official X account stated: The Balancer official fork proposal led by MAXYZ has been launched on the forum, and liquidity, contributors, partners, and intellectual property may be transferred to the new protocol.This proposal is independent of the liquidation proposal. The discussion is currently open, and a Snapshot vote is expected to take place over the weekend.

The global memory market continues to face severe shortages, with AI and cloud applications driving demand and prices for DRAM and NAND Flash. China's two major memory manufacturers, Yangtze Memory Technologies and Changxin Memory Technologies, are set to break the current duopoly.Yangtze Memory Technologies will begin trial production of LPDDR5 DRAM by the end of 2026, while Changxin Memory Technologies aims to transition from DRAM to NAND Flash. Industry speculation suggests that the two companies may face off as early as 2028. Yangtze Memory Technologies has completed the development of 294-layer 3D NAND using Xtacking technology, and Samsung will enter into a patent licensing agreement with them in 2025, starting with the 10th generation V-NAND.Yangtze Memory Technologies' phase three plan is set to commence production by the end of 2026, with an initial capacity of approximately 25,000 wafers of DRAM, ramping up in 2027, targeting LPDDR5, and planning for subsequent expansions as well as HBM and 3D DRAM. Changxin is reported to be setting up a NAND research and production line in Beijing, with mass production expected as early as 2028 to 2029.

The decentralized bandwidth sharing and AI data infrastructure project Grass announced that its wholly-owned subsidiary Grass DataCo Ltd. provides data infrastructure to cutting-edge model training AI laboratories and released an independent revenue verification completed by Regen Financial, covering until the second quarter of 2026. Grass stated that the revenue generated from customer contracts goes directly to Grass DataCo Ltd., rather than Wynd Labs; Wynd Labs is an independent vendor that assists in product development and engages in sales and marketing, and this structure is designed to keep DataCo's revenue within the Grass ecosystem.The verification document shows that it reviewed 100% of the work orders for two periods and traced them back to cash receipts: Period One is from March 14, 2025, to December 31, 2025, with a reported revenue of approximately $17.5869 million, and cash receipts verified at approximately $16.2395 million; Period Two is from January 1, 2026, to June 30, 2026, with a reported revenue of approximately $14.5276 million, and cash receipts verified at approximately $11.3514 million. The total reported revenue for both periods is approximately $32.1145 million, with verified cash of approximately $27.5909 million, and the discrepancy of approximately $4.5236 million is explained as the portion that has not yet been independently confirmed through cash receipts as of the program date, largely related to long-term contract deliveries and an approximately 60-day payment cycle. The document also notes that this is a due diligence procedure and not an audit or assurance engagement, and it does not express an opinion on the overall financial statements.Grass stated that it will reinvest most of its revenue back into the business; it has pre-purchased computing and storage for 2025, claiming that this move has reduced network operating expenses by an average of over $2.5 million per month, and it states that this is one of the direct reasons for achieving profitability at present. The project claims it will continue to build the ecosystem centered around tokens and will consider financial transparency as part of establishing trust with network participants and token holders.

Bitcoin on-chain analyst Willy Woo stated that this round of movement seems to have room for growth in the next 2-4 weeks, after which it will enter an overbought phase and need to cool down.He also mentioned that from the end of August to mid-September, the oscillation indicator showed cooling while prices remained strong, indicating that buying demand overcame short-term profit takers.

According to the monitoring by the head of Galaxy Research, the Coldcard white hat funds will come from the merger of 52.37 BTC from Wave 2, Footprints AA, AU, and AX into a new address, which recorded the OP_RETURN message "claim:cryptorecoverytrust dot com" in block number 967,948.These white hat funds account for 2.8% of the Coldcard vulnerability attack funds.

According to the official API data released by Kalshi, most of the dollar trading volume in the Ethereum perpetual contract trading on this exchange comes from a single recurring fixed-size order.In response, Kalshi stated that its related incentive program has been publicly filed. This data was compiled by The Defiant based on Kalshi's public API data.

The U.S. Securities and Exchange Commission (SEC) established a five-year framework for tokenized stock trading days after the failure to advance the CLARITY Act. Investment bank TD Cowen stated that U.S. investors can conveniently access stocks, but issuers show limited interest in tokenization, and short-term adoption rates are expected to be low.TD Cowen pointed out that perpetual contracts remain a greater attraction for gaining exposure to crypto asset stocks, with trading volumes far exceeding those of tokenized spot products.

According to Gate market data, the Philadelphia Semiconductor Index rose by 4%. Nvidia increased by 2.3%, Qualcomm rose by 8%, ASML went up by 2.05%, and Intel surged by 11.9%.

SpaceXAI launched Grok 4.7, which is twice as fast as similar products and priced at only half of theirs.The input tokens for Grok 4.7 are $2 per million, and the output tokens are $6 per million.

According to Catcher Predict monitoring, in the market prediction event on Polymarket for "Dota 2: LGD Gaming vs. Xtreme Gaming (BO3) - PGL Wallachia Group Stage," the "Match Winner" sub-market option "LGD Gaming" has experienced a drastic fluctuation in win rate, plummeting from 62.5% an hour ago to the current 34% (a fluctuation of 28.5%). Please note the impact of related breaking news.

Ondo announced that, starting today, approved institutions can mint Ondo Stocks using their existing shares through Alpaca's Instant Tokenization Network. This feature provides institutions with a direct path from existing stock inventories to the on-chain market and is currently live on Ethereum and BNB Chain.Institutions can mint Ondo Stocks using the underlying shares and can also redeem the tokens to reclaim the shares. This physical conversion is built on the Ondo Stocks instant liquidity model, serving as a new pathway beyond cash transactions.

Analyst Killa posted on platform X, stating plans to hedge 50% of his Bitcoin exposure in the range of $89,000 to $94,000, marking his first short position in months.Killa mentioned that, as he stated 1 to 3 days ago, he previously had no intention to short the same high point that continued to consolidate below him; if the price stabilizes above $97,000, this hedging strategy will become ineffective.

According to Gate market data, Intel (INTC.O) saw its increase rapidly expand to 10%.

Liquid Capital founder Jack Yi posted on the X platform, stating that he has repeatedly mentioned that July and August are the last times to buy the dip. The core idea is that the third wave of decline since 1011 is the final drop, and no one can determine where it will fall, influenced by factors like black swan events, similar to how the FTX incident caused BTC to drop excessively.However, the cycle time and volatility patterns will not be wrong; when the time comes, it is time to buy the dip. One should never expect to buy at the lowest price. As for why sometimes the statements are vague, after all, no one can be 100% accurate. Just like if you get it right ten times, no one remembers, but if you get it wrong once, it will always be on the chain. Also, outrageous rumors can ignite more enthusiasm than facts.

According to PR Newswire, BitMine increased its holdings by 27,562 Ethereum last week. As of September 20, 2026, its total Ethereum holdings reached 5,983,940, accounting for approximately 4.9% of the total Ethereum supply.Currently, the total value of the cryptocurrencies, cash, and other investment assets held by BitMine is approximately $17.1 billion, which includes $714 million in cash and securities, 212 Bitcoin, $180 million in equity assets from Beast Industries, and a $105 million investment in Eightco Holdings (ORBS). Additionally, the amount of Ethereum it has staked remains at 5,067,309 (85% of total holdings), valued at approximately $13.6 billion, with a current annualized staking yield of about $357 million.Furthermore, BitMine Chairman Tom Lee stated in the company's weekly report that the crypto bull market began in late June 2026, driven by factors including the rotation of funds from AI stocks to crypto assets, the continued strengthening of crypto fundamentals centered around tokenization and AI, and the four-year cycle hitting bottom. So far in the third quarter, ETH has outperformed the S&P 500 by over 6,519 basis points, making it the best macro asset globally.Lee believes that ETH's significant outperformance in the third quarter is a prelude to a stronger upward trend in the fourth quarter; due to institutions being underweight in crypto assets influenced by the performance of AI stocks in the first half of 2026, a significant increase in allocation is expected in the fourth quarter, which may bring additional upside to the gains since June 30. Additionally, Lee will deliver a keynote speech at the Korea Blockchain Week (KBW) on September 30.

According to CoinDesk, the Bitcoin Volatility Index BVIV's perpetual contract was launched on Hyperliquid on Monday, allowing traders to bet on the magnitude of Bitcoin price fluctuations rather than the direction directly on the on-chain exchange. The BVIV index is often referred to as the "Bitcoin VIX," which tracks the expected implied volatility of the cryptocurrency over the next 30 days in real-time, similar to the Chicago Board Options Exchange VIX index that tracks the implied volatility of the S&P 500 index.The newly launched perpetual market allows traders to directly go long or short on the volatility index without needing to express their volatility views indirectly through costly options tools that require derivative expertise. The perpetual contract uses USDC as collateral and pricing asset, initially supporting up to 5x leverage. The Seda oracle infrastructure is responsible for connecting the Volmex index to the Markets exchange on-chain.Cole Kennelly, founder and CEO of Volmex Labs, stated that the launch of the BVIV index perpetual contract on Hyperliquid provides crypto traders with a convenient tool for volatility hedging and speculation. This launch is led by the on-chain perpetual contract platform Markets by Kinetiq based on Hyperliquid, in collaboration with Volmex and Perps.inc, marking the first joint deployment of the three parties and the first time the Volmex Bitcoin Volatility Index has gained access to an on-chain perpetual contract market. Hyperliquid is the world's largest decentralized perpetual contract exchange, with an average daily trading volume of several billion dollars and a fully diluted valuation of over $90 billion.