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According to QCP analysis, the global market opened under multi-asset pressure, with investors reducing risk exposure. The Nasdaq 100 index fell from 744.45 to 737.76 in pre-market trading, gold dropped from $4260 to $4147, Bitcoin decreased from $84500 to $82800, and the dollar index also declined, reflecting broad deleveraging rather than a shift to safe-haven assets.QCP stated that the main driving factor is geopolitical: the United States rejected a ceasefire condition proposal regarding the Strait of Hormuz last weekend, reigniting concerns over energy supply disruptions and driving a significant rise in Brent crude oil. This week, the U.S. macroeconomic calendar is packed. Following the recent interest rate hike by the Federal Reserve, the PCE price index and non-farm payroll report are key data points, and the market remains highly sensitive to data that could influence further adjustments in monetary policy. In terms of crypto options, front-end implied volatility remains high, with traders pricing for downside protection. Spot Bitcoin ETF fund flows show hesitation amid broader clearing. Bitcoin's recent technical strength faces dual pressure from geopolitical uncertainty and macroeconomic data risks, with key support levels being closely monitored.

Bitget CEO Gracy Chen publicly stated in a live broadcast regarding the platform's attack incident that the platform is currently preparing to resume withdrawals, but there is no accurate timeline for recovery yet. Bitget's internal and external technical teams are synchronously identifying the issues and formulating solutions, hoping to restore relevant services as soon as possible.Gracy Chen mentioned that the method of attack in this theft incident is different from previous security incidents that occurred at some exchanges. According to the current investigation, the hackers did not implement the attack through key leakage, but rather bypassed certain systems and initiated withdrawals through the system. She stated that key leakage is the worst-case scenario, but this incident is not the same.Due to the involvement of multiple cryptocurrencies and blockchain networks in this incident, Bitget is temporarily unable to directly open withdrawals and needs to confirm that funds are completely safe and develop a more secure handling plan before resuming. Gracy Chen stated that the platform has currently completed comprehensive loss prevention and will not experience further attacks; once the security issues are addressed more definitively, withdrawals will be reopened.

Killa posted on platform X, stating that it believes the bottom for Bitcoin has already appeared. From the current level to $126,000, the maximum pullback in this bull market is expected to be around 10% to 15%. If Bitcoin forms a local high near $87,000 before further dropping to just above $70,000, that area may become the bottom for Bitcoin; if it reaches the relevant price level, it will significantly increase the continuation of the upward trend for long positions.Killa stated that Bitcoin is currently testing a key area near $80,000. If it can hold the previously broken range high, the upward trend may continue; it will only consider shorting near $90,000.

According to monitoring by Scam Sniffer, Duelbits has experienced approximately $4.2 million in fund outflows from hot wallets on the Ethereum, BSC, and Tron networks, suspected to be related to a private key leak.The transferred assets include 836 ETH, 1.62 million USDT, 97,000 USDC, 209 BNB, and 192,000 TRX. Currently, most of the transferred assets have been converted to ETH.

The multi-chain Meme trading terminal GMGN released a recruitment notice on September 23, seeking talent globally, with 8 key positions available.This recruitment focuses on two main areas: product management and research and development. In the product management area, there are three positions: social community, user conversion, and on-chain trading, all based in Hong Kong and requiring full-time commitment. In the research and development area, there are five positions: EVM trading routing engineer, on-chain data development engineer, senior backend development engineer, senior blockchain development engineer (cross-chain direction), and smart contract engineer (Launchpad direction). Resumes should be sent to hr@gmgn.ai.GMGN stated that the team is dedicated to building the fastest multi-chain Meme trading terminal in the world, with members being deep on-chain users themselves. Recently, GMGN's perpetual contract trading feature was opened for public testing on September 21 and has supported 7 launch platforms including Pons on the Robinhood Chain.

In the seventh live broadcast of the Huobi Expert Lecture, HTX Research asset analyst WZ pointed out that in the past, people were accustomed to explaining Crypto with Crypto, but today, the variables that determine the next phase of Crypto are increasingly occurring outside of Crypto. This marks a new pricing cycle that Crypto is entering.On the policy level, WZ believes that although the Clarity Act, which has systematic characteristics, is hindered in the Senate due to the need to secure bipartisan votes and issues involving the Trump family's interests and stablecoin profit distribution, U.S. crypto regulation has not stalled. For instance, the SEC recently released an "innovation exemption" plan that allows compliant institutions meeting certain conditions to tokenize specific stocks, accelerating the integration of traditional finance and crypto.On the macro level, WZ stated that the situation in the Middle East and the blockage risk in the Strait of Hormuz have raised the "risk premium" of crude oil. Rising oil prices can trigger inflation expectations, which in turn affect U.S. Treasury yields and global liquidity. When energy prices remain high and interest rates stay elevated, the upward potential for risk assets like Bitcoin may be constrained.WZ also pointed out that in this cycle, the direct inflow and outflow of ETF funds have changed the traditional logic of capital overflow, making a "general rise" pattern for altcoins difficult to achieve. However, in the new cycle, assets with a "new narrative" and strong consensus will still experience independent upward trends.

According to Cointelegraph, the European Securities and Markets Authority (ESMA) will establish a new EU strategic regulatory priority themed around digital innovation starting in 2027, initially focusing on AI and tokenization.Regulatory authorities in EU member states will identify emerging areas of tokenization, documenting how businesses use or plan to use AI and tokenization technologies in products and processes that directly affect investors, and conducting preliminary checks on some of the most affected companies.ESMA stated that the risks that need to be prioritized include biased or misleading AI outputs, products that are difficult for investors to understand, and reliance on a few third-party service providers. This priority will be advanced in parallel with the regulatory priority for cyber and operational resilience that will be launched in 2025.

According to Bitcoin Magazine, CoinRoutes co-founder Dave Weisberger stated in a video interview with Bitcoin Magazine that the biggest unreleased factor for Bitcoin is not ETFs or corporate hoarding, but rather collateral treatment. He pointed out that banks face a nearly 100% discount when holding Bitcoin, and once Bitcoin is treated like other assets based on volatility and liquidity, the situation for lending institutions and companies like Strategy Inc (formerly MicroStrategy) will change.Weisberger referred to this adjustment as the "final hurdle" and mentioned that both the Basel Committee and regulators believe this change is inevitable, but it has not yet been fully realized. He also discussed topics such as asset tokenization, Hyperliquid, and Federal Reserve policies, believing that Wall Street is providing support for related directions under the trend of tokenization.He further stated that the influx of ETF funds has reduced Bitcoin's volatility; every 25 basis points change in interest rates adds $100 billion to the U.S. fiscal deficit; Bitcoin still possesses asymmetric option characteristics, and the issue of "clean collateral" has not been resolved, so market FOMO sentiment has not truly begun.

According to the FATF official website, FATF released the mutual evaluation report for Turkey in 2026 on September 23. The report shows that Turkey has made progress in the use of financial intelligence and international cooperation, but there are still significant shortcomings in money laundering investigations related to high-risk predicate crimes (such as drug trafficking and illegal gambling), recovery of overseas assets, and reporting of suspicious transactions.Turkey received a "partially compliant" rating for targeted financial sanctions related to proliferation financing (R.7) and regulation of non-profit organizations (R.8), and was ultimately placed on the enhanced follow-up list, requiring key rectifications to be completed within three years and regular progress reports.

Bitcoin Magazine released a video interview where Jim Bianco, founder of Bianco Research, stated that the bond market signaled over two years ago before the Federal Reserve's first interest rate hike in more than three years. He pointed out that during the previous rate-cutting cycle of the Federal Reserve, the yield on the 10-year U.S. Treasury rose from 3.7% to 5%, marking the first time in over 50 years that the long-end yield increased while the Federal Reserve was cutting rates.In his discussion with Grace Remington and Sean Hagan, Bianco also mentioned that the Federal Reserve's decision on October 28 (one week before the midterm elections) is more significant than Wall Street expects. He refuted the "devaluation trade" narrative and discussed what Bitcoin needs to demonstrate, including development activity and the DeFi summer. He believes that the construction of Bitcoin ETFs has missed the point and stated that Tether has effectively become a circulating currency in Venezuela and Afghanistan.Additionally, Bianco talked about stablecoins and the GENIUS Act, real demand for government bonds, and the post-pandemic economy, while criticizing Federal Reserve Chairman Powell. He noted the existence of multiple wars and "safe haven" logic and referenced the "Fourth Turning" theory to analyze the current macro cycle.

The Chief Information Security Officer of the blockchain security company SlowMist, 23pds, stated that attackers are exploiting the Darksword vulnerability to bypass iOS security mechanisms through Safari, gaining control of devices and extracting private keys and other data from self-hosted cryptocurrency wallets. This vulnerability has been used in attacks targeting users in Saudi Arabia, Turkey, Malaysia, and Ukraine. The Google Threat Intelligence Group previously disclosed that Darksword initially only affected iOS versions 18.4 to 18.7.23pds noted that attackers have adapted it to iOS 26.5, but this assessment has not yet been officially verified. Attacks typically begin with social engineering, where users click on malicious links sent via social media or messaging applications, potentially granting Root access to the device and extracting wallet data. Users should promptly update their mobile systems and avoid visiting website links sent by strangers; additionally, three investors have lost nearly 1.8 million dollars in Bitcoin due to downloading fake wallet applications from the official Apple App Store and have filed a lawsuit against Apple.

According to Bitcoin News monitoring, security researchers have found that versions 1.1 and 1.2 of FomoPeek distributed through the Apple App Store contain an iOS exploit framework that can escape the application sandbox, capable of extracting keychain data, wallet files, and mnemonic phrases. SlowMist has linked this application to multiple theft incidents and traced nearly $580,000 worth of stolen USDT flowing into a main address.Users who have installed either version should consider the keys accessible on their iPhone as compromised, generate new mnemonic phrases on a clean device, and immediately transfer their funds.

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.

SlowMist released a security warning stating that it has recently received multiple reports of FomoPeek users' assets being stolen. After a joint investigation with the OKX security team, it was found that some affected users had previously installed or used FomoPeek versions 1.1 to 1.2, which contained malicious code. SlowMist stated that there are modules in FomoPeek unrelated to normal business, one of which includes a kernel exploit framework targeting the iOS system, supporting eight different attack methods that can automatically select the exploitation method based on device model and iOS version. Affected systems include iOS 12 to 18.7 and iOS 26 to 26.1. If the exploitation is successful, the application may break through the iOS sandbox and access and decrypt Keychain data, leading to the leakage of private keys, mnemonic phrases, login credentials, and other sensitive files. In addition, FomoPeek also connects to hidden servers unrelated to its public services and can receive remote commands. SlowMist indicated that its analysis of captured plaintext traffic shows that the related attack functions are currently enabled and will run automatically on a regular basis. SlowMist recommends that users who have installed or used FomoPeek versions 1.1 to 1.2 immediately check for any anomalies in their assets, generate new private keys and mnemonic phrases on trusted devices that have never installed the application, and transfer assets to new accounts as soon as possible, while also upgrading to the latest iOS version and not continuing to use or reinstall FomoPeek.

According to Crypto in America, the U.S. Senate will hold a crucial procedural vote on the "Clarity Act" at 2:15 PM on September 15, which requires 60 votes to advance to formal debate. The Republican Party has made 126 substantive amendments to the bill at the request of the Democrats, covering ethical provisions, software developer protections, and a "circuit breaker" mechanism for stablecoin deposits, and has designated this as the "final, best, and ultimate" text.On the eve of the vote, the Democrats still proposed counter-proposals, calling for further tightening of large cryptocurrency holding limits, blockchain regulatory provisions, and exchange conflict of interest rules. Patrick Witt, Executive Director of the White House Crypto Council, expressed that he "feels good" about the voting outcome but admitted that the final result depends more on political maneuvering than on the policy itself.Eight banking industry groups, including the American Bankers Association, continue to oppose the bill, arguing that there are loopholes in the existing stablecoin yield provisions; meanwhile, the White House Council of Economic Advisers has introduced new tools to counter the banking industry's assertion that stablecoins will lead to deposit outflows.

The founder of Liebit Mining Pool, Jiang Zhuoer, posted on platform X stating that although the Republican Party has released a new version of the CLARITY Act text and claims to have "conceded 80% of the disputed clauses," the actual concession is about 60%, and the concessions on key clauses are insufficient.For example, regarding the ethical clauses, the Democrats require restrictions on officials, spouses, children, and related entities, but the new text only concedes to restrict officials and spouses, excluding children and related entities; regarding the prosecution clauses, state attorneys general are granted the right to sue, but only to prosecute exchanges for listing non-compliant tokens, and cannot sue the Department of Justice for failure to enforce the law, nor can they sue the President himself.He believes that such concessions lack substantive meaning for the Democrats, and with the midterm elections approaching, the Democrats have no reason to give Trump this political gift at this time. He assesses that the procedural vote on September 16 at 2:15 has almost no hope of passing, and if the CLARITY Act vote fails, it is likely to mark the beginning of a correction after the recent rise in Bitcoin.

Jefferies global economist Mohit Kumar stated in a report that the Federal Reserve is expected to raise interest rates this week and believes that Waller's comments are crucial. He said, "We expect the Federal Reserve to raise interest rates, but Waller's comments on the future direction of policy will be key."Regarding further rate hikes, Jefferies believes that the actual actions of the Federal Reserve will be fewer than the 3.5 rate hikes anticipated by the forward market. Kumar said, "From a credibility standpoint, the first rate hike may be necessary, but subsequent hikes will depend on how long the war lasts and the trend of oil prices."

Jiang Zhuoer, the founder of the Liebit Mining Pool (B.TOP), stated that BTC has fallen as expected, with $76,500 being a key support level (the lower bound of the ascending channel, as well as the Fibonacci 23.6% retracement from the rise of about $57,000 to $82,000). If it falls below $76,500, the decline may accelerate, and the next focus will be whether the previous low of $75,500 can hold.He previously mentioned two possible scenarios: a) a rebound before reaching $75,000, which would make it more likely to rise back to $80,000, or even up to the high resistance area of $83,000 to $84,000, before starting a major correction; b) if it effectively breaks below $75,000, it will trigger a correction corresponding to the original rise from $64,000, expected to reach $70,000 to $72,000, before entering the next phase of a bull market. Jiang Zhuoer believes that the voting on the "Cryptocurrency Market Structure Act" (i.e., the CLARITY Act) next week and news from the Federal Reserve may become key catalysts, thus maintaining a neutral position of full BTC short positions + full ETH spot positions.