[CEX: The crypto bull run is expected to continue into the fourth quarter, with funding and policy support for the market] CEX analysts indicate that the crypto assets bull run still has room to extend into the fourth quarter. The report points out that strong market liquidity, a favorable macro environment, and positive regulatory signals will continue to support the market.
Despite the fact that Bitcoin often experiences declines in September, this seasonal pattern has not reappeared in 2023 and 2024, and its statistical significance is limited. CEX emphasizes that a more important factor is the holdings of Digital Asset Treasuries (DATs), which currently publicly disclose holdings of over 1 million BTC (approximately $110 billion), 4.9 million ETH ($21.3 billion), and 8.9 million SOL ($1.8 billion), providing solid support for prices.
CEX also pointed out that the return of retail investors may indicate the arrival of "Alt Season". With a stable macro environment and capital

[Paraguay's largest bank Ueno Bank takes the lead in deploying quantum-resistant blockchain security system] Paraguay's largest bank Ueno Bank announced the adoption of quantum-resistant electronic signatures and tamper-proof timestamps, becoming the first to introduce post-quantum security technology into a practical production environment. The bank's quantum-resistant Layer-1 hybrid Blockchain is based on QANplatform and combines the SignQuantum signature extension to provide mathematically verifiable and immutable records for electronic documents and business files.
This move aligns with the post-quantum encryption standards led by the National Institute of Standards and Technology (NIST) in the United States and provides a replicable model for the financial industry to address future risks of quantum computing decryption. Industry insiders claim that this is the first bank in the world to deploy such combinatorial technology at a production scale, establishing a "quantum-safe" paradigm for financial institutions in Latin America and globally.

On September 12, Bloomberg reported that after the success of the Bitcoin ETF, BlackRock plans to tokenize its funds that hold real-world assets and stocks, and put them on the blockchain.

On September 12, trader Eugene Ng Ah Sio stated in his personal channel, "Closed this (SOL) long position - a small victory, keeping the momentum going." On September 8, Eugene mentioned that he got on board to go long on SOL again, with the support level at 200 USD.

Multicoin Capital, Jump Crypto, and Galaxy jointly invested over $100 million in Forward Industries, with Multicoin leading a $165 million PIPE financing. Kyle Samani will serve as the chairman of the board and personally invested an additional $25 million.

On September 11, according to ZachXBT, an unknown victim had approximately 3.047 million USDC stolen on the Ethereum network yesterday. The attacker exchanged USDC for ETH and immediately deposited the funds into Tornado. Theft address: 0xf0a6c5b65a81f0e8ddb2d14e2edcf7d10c928020

[Strategy currently holds 3% of the total supply of Bitcoin] According to a chart released by unfolded, Strategy currently holds 3% of the total supply of Bitcoin.

Mogujie stock price fell to $4.97 on September 11, with an intraday rise narrowing to 99.24%. The company plans to allocate assets to Digital Money and related products to leverage AI technology to promote Decentralization applications and enhance fund diversification.

[BlackRock IBIT Bitcoin Holdings Market Capitalization Exceeds 85 Billion USD] According to official data, the Bitcoin open interest of BlackRock's exchange-traded fund IBIT has reached 754,163.2077 coins, with a market capitalization exceeding 85 billion USD, reaching 85,881,232,723.45 USD.

The S&P 500 index set a new intraday all-time high.

On September 11, according to Coinglass data, if Bitcoin breaks through $116,000, the cumulative short order liquidation intensity of mainstream CEX will reach $1.745 billion. Conversely, if Bitcoin falls below $112,000, the cumulative long order liquidation intensity of mainstream CEX will reach $1.701 billion. BlockBeats note: The liquidation chart does not display the exact number of contracts pending liquidation or the exact value of contracts being liquidated. The bars on the liquidation chart actually show the importance of each liquidation cluster relative to nearby liquidation clusters, i.e., intensity. Therefore, the liquidation chart demonstrates to what extent the underlying price reaching a certain position will be affected. A higher "liquidation bar" indicates that after the price reaches that level, there will be a stronger reaction due to the wave of liquidity.

[Sei: US Department of Commerce data is about to be integrated into the Sei network] Layer 1 public chain Sei announced that the US Department of Commerce data is about to be integrated into the Sei network. Chainlink's data standard will transmit US GDP and other US government macroeconomic indicators to Sei, empowering institutional-level markets with secure and reliable data.

On September 11, U.S. stocks of Mogu Inc. (MOGU.US) surged 200% in pre-market trading. Previously, Mogu Inc. announced that in the second quarter of this year, the company’s board approved the strategic allocation of corporate assets into Digital Money, mainly including Bitcoin, Ethereum, and Solana, as well as related securities and investment products. At the same time, relying on the company’s strong AI research and development accumulation, this move accelerates the company’s entry into Decentralization AI applications and services, while enhancing capital diversification and long-term value preservation.

On September 11, a report from the U.S. government this Thursday showed that the number of initial jobless claims surged to a nearly four-year high, prompting the short-term interest rate futures market to continue increasing bets on Fed rate cuts, from an expectation of at least two cuts by the end of this year, to betting on four consecutive cuts from September to January next year, and finally fully pricing in three cuts within the year, meaning that the Fed will cut rates in all remaining meetings this year. However, the CPI increase in August was stronger than expected, which may prevent the Fed from starting significant rate cuts, with the probability of a 50 basis point rate cut in September rising slightly from 8% before the announcement to 10.9%. ( Jin10 )

[A newly created wallet withdrew 320 Bitcoins from CEX, approximately 36.45 million USD] According to Onchain Lens monitoring, a newly created wallet withdrew 320 Bitcoins (approximately 36.45 million USD) from CEX.

On September 11, US stock Ethereum reserve concept stocks rose before the market opened, including: · SharpLink Gaming (SBET.US) rose 1.31%; · Bitmine Immersion Technologies (BMNR.US) rose 3.51%; · ETHZilla(ETHZ.US) rose 4.82%; · BTCS (BTCS.US) rose 0.48%; · COIN(CEX.US) rose 0.85%; · Bit Digital (BTBT.US) rose 84%.

On September 11, U.S. stock index futures continued to rise as inflation data met expectations, with the CPI rising 2.9% year-on-year. The number of initial jobless claims was 263,000, slightly higher than expected. Dow, S&P 500, and Nasdaq futures all rose slightly.

The number of Americans applying for unemployment benefits increased by 27,000 last week, indicating a weak labor market. The Labor Statistics Bureau stated that non-farm employment may be overstated, and consumer confidence in finding jobs has fallen to a low level. The Fed expects to cut interest rates by 25 basis points next week, and the market has fully priced this in.

On September 11, analyst Chris Anstey stated that the core commodity index, excluding new and used cars, rose by 0.13% month-on-month, the lowest level since March. From this indicator, we can again conclude that tariffs have clearly not had a significant impact at present. The peak increase of this indicator occurred in June, at 0.55%. In July, it was 0.22%, so we have seen a slowdown in growth for two consecutive months. ( Jin10 )

On September 11, Spot gold continued to pump, with a short-term rise expanding to nearly $30, returning above $3640/ounce. ( Jin10 )