1.Analysis: This round of Bitcoin’s rally has been driven jointly by rising optimism around crypto regulation, an expansion in the Treasury bond buyback scale, and factors such as short covering
2.Bloomberg: Bitcoin’s move toward $70,000 triggers an epic short squeeze, bringing the crypto market its biggest rebound since March
3.Data: Within 24 hours, more than 170,000 traders were liquidated, ranking as the eighth-largest liquidation event in crypto history
4.Coinbase CEO: Looking forward to the CLARITY Act passing on September 15, and then kicking off a new bull market
5.10x Research: Remains bullish on Bitcoin; Circle has risen more than 31% since its buy-in point
6.Greeks.live: After Bitcoin broke through $70,000, implied volatility remains at 32%, and buyers still have many trading opportunities
7.Glassnode: Bitcoin is still in the “capitulation phase”; the current rebound should be viewed as a local rebound during the bottoming process
8.Goldman Sachs: September rate-hike pricing is relatively hawkish; pressure on U.S. equities comes from fluctuating interest-rate expectations
9.Fu Peng: Joint U.S.-Japan intervention suppresses U.S. Treasury yields, providing valuation support for large tech and AI companies with strong cash flows
10.A rundown of Trump’s crypto-positive remarks: he reveals that the U.S. government has discussed accumulating a “considerable amount” of Bitcoin; putting an end to the crypto war altogether; urging the passage of the (Clarity Act) as soon as possible
11.Fed meeting minutes: several officials believe rate hikes may be needed if necessary
12.“Fed megaphone”: A U.S. senator asks Worsh to disclose the records of direct conversations with Trump, questioning the Fed’s transparency
13.JPMorgan: there is a credibility risk in the U.S. Treasury’s bond buybacks
14.CZ: Bitcoin still follows the four-year cycle; crypto is entering the most policy-friendly period
15.Middle East situation watch: Iran says it will announce a new Hormuz channel; the U.S. says it has forced 65 merchant ships to reroute
16.Opinion: Bitcoin is approaching a key resistance level, but there is still a possibility it could fall below $50,000
17.Bitunix analyst: pressure from $40 trillion in U.S. Treasuries is rising; the Treasury steps in to suppress long-term yields, and the dollar tumbles as BTC and gold surge in tandem
18.Data: Bitcoin spot ETF recorded a total net inflow of $517 million yesterday, continuing net inflows for 3 days; Ethereum spot ETF recorded a total net inflow of $189 million yesterday, continuing net inflows for 3 days
19.Data: a new high since October 2025; the crypto Fear & Greed Index climbs to 62
20.Central bank continues buying gold; dollar and yields face pressure; smart money expects gold prices won’t break $4,600 this month
21.Trump again criticizes the Fed’s high-interest-rate policy, saying the U.S. should bear lower financing costs
22.U.S. OCC expects to finalize the GENIUS bill rulebook before November and adjust according to feedback from the crypto industry
23.U.S. Treasury Secretary steps in to expand Treasury repo operations, betting on active intervention to push down long-term bond yields
24.One day before the U.S. Treasury took action, mysterious funds went on a buying spree, purchasing $123 million worth of long-term U.S. Treasury ETF
25.The U.S. secretly opened a shipping lane through the Strait of Hormuz, exporting about 10 million barrels of oil per day
26.Bitcoin breaks above $69,000 for the first time in two months; a U.S. SEC crypto rules proposal and an expansion of Treasury repo operations boost the market
27.U.S. stocks may be set for the second-best decade in history; the S&P 500 has risen 141% since the end of 2019
28.Goldman Sachs prepares $1.15 billion in junk bond financing for CoreWeave-linked AI data centers
29.The U.S. AI debt financing boom is heating up, and may draw market attention in September
30.OKX bans employees in Hong Kong and those transiting through China from using Claude
31.Coinbase selects Abu Dhabi as an international tokenization hub
32.In the first half of the year, China shipped over 40,000 humanoid robots, with a global share of 97%
33.Xu Jiahui is sentenced to life imprisonment, and Evergrande Group is fined RMB 8.82 billion
34.Nominally worth more than $1.8 billion in crypto options expires and settles tomorrow; BTC’s biggest pain point is $66,000
35.Industry leaders warn that AI agents may turn billion-dollar crypto hacking into “spare change”
