The Federal Reserve starts a two day policy meeting Tuesday as the 10 year U.S. Treasury yield rose to its highest level since 2007 and briefly exceeded 5% on Monday. Markets expect a 25 basis point rate cut Wednesday. AI linked shares fell, while Brent and WTI traded above 100 on supply disruption concerns tied to Yemen and the Strait of Hormuz.

Spot ETFs for Bitcoin, Ethereum, Solana, and XRP recorded net inflows on Sept. 14. Bitcoin led with 160.04M, followed by Ethereum at 121.02M, while Solana and XRP saw 11.01M and 11.26M, respectively.

Swiss Bitcoin Pay said it took its servers offline after a hacker likely accessed internal systems. The company warned that customer emails, Bitcoin addresses, IBANs, transaction histories and hashed passwords may have been exposed, and said it is assessing the scope of the incident.

A U.S. Department of Defense Inspector General report estimates Iran and proxy attacks from Feb 28 to Jun 30 caused $33.4 billion in conflict costs, damaging or destroying hundreds of buildings and dozens of aircraft at U.S. bases. It cites major damage in Bahrain, a logistics shift to Diego Garcia, and losses including multiple fighters, tankers, helicopters and drones.

According to ME News, Deutsche Bank said in a note dated Sept. 15 (UTC+8) that foreign inflows into U.S. equities averaged 2.8% of U.S. GDP over the 12 months through June, outpacing the 2% directed into U.S. Treasuries. It is the first time this century that overseas demand for U.S. stocks has exceeded purchases of U.S. government bonds, excluding the post-global financial crisis and post-COVID-19 periods. Deutsche Bank attributes the shift to a rotation away from Treasuries and toward U.S. equities, with the AI-led rally as a key driver. The move comes as U.S. federal debt has topped $40 trillion and ongoing fiscal deficits have pushed yields higher. The 10-year Treasury yield climbed above 5% for the first time since 2023, while the 30-year yield rose past 5.3%, adding to investor unease over the traditional "risk-free" perception of Treasuries. Deutsche Bank said the trend underscores a widening split between sectors: private-sector balance sheets continue to expand as the public sector deteriorates. James Turner, BlackRock's head of fixed income, said that at today's deficit levels, if the U.S. were a company, it could not reasonably be described as "risk-free." U.S. equities, by contrast, remain underpinned by AI-driven profit expectations. The S&P 500 is up about 12% year to date, and index earnings are projected to rise 52% year over year in Q2 2026. Even excluding special factors tied to companies such as Amazon and Alphabet, earnings growth is still estimated at 34%. Deutsche Bank added that the change in foreign allocation could also alter how the dollar is priced, with the currency increasingly influenced by equity inflows rather than the traditional pattern in which safe-haven buying of Treasuries boosts the dollar. Robeco cautioned that if Treasury yields keep rising and lift corporate funding costs, a sharp bond-market selloff could ultimately spill into equities. (Source: BlockBeats)

Odaily Planet Daily melaporkan, imbal hasil obligasi pemerintah AS (Treasury) menguat di seluruh tenor pada perdagangan sesi Asia. Pergerakan ini menyusul lonjakan yield tenor 10 tahun yang pada Senin menembus 5% untuk pertama kalinya sejak Oktober 2023. Pelaku pasar kini menanti keputusan suku bunga Federal Reserve pada Rabu. Berdasarkan data London Stock Exchange Group, pasar mematok probabilitas 93% untuk kenaikan suku bunga 25 basis poin. Seorang ahli strategi suku bunga ING menulis dalam laporan: "Secara logis, kenaikan suku bunga seharusnya menenangkan tenor panjang, tetapi tenor panjang sering kali sangat volatil." Data Tradeweb menunjukkan yield Treasury 2 tahun naik 4,4 basis poin menjadi 4,676%, sedangkan yield Treasury 10 tahun bertambah 6,2 basis poin menjadi 5,021%. (Jin10)

Odaily Planet Daily melaporkan, mengutip analis on-chain Aunt Ai, harga minyak mentah kembali naik sehingga CL menjadi aset dengan volume perdagangan tertinggi ketiga di Hyperliquid dalam 24 jam terakhir, setelah BTC dan ETH. Menurut data tersebut, sebuah alamat membuka posisi long CL 3x sebesar 90.000 unit pada 3 Agustus dengan harga masuk US$84,36. Posisi itu sempat mencatat penurunan maksimum (drawdown) hingga US$842.000, dan kini menunjukkan laba belum terealisasi sebesar US$1,258 juta.

ME News melaporkan bahwa pada 15 September (UTC+8), pemantauan Blockaid menemukan dompet Safe milik pengguna yang belum teridentifikasi di jaringan Ethereum telah dibobol. Kerugian terkonfirmasi sekitar US$7,73 juta dalam rsETH. Pelaku memanfaatkan Keeper Multicall yang bersifat publik untuk mengalihkan modul LP Uniswap V4 kustom milik Safe ke Hook Pool yang dibuat pelaku. Selanjutnya, Hook berbahaya digunakan untuk melakukan unwrap aEthrsETH menjadi rsETH, sebelum aset terkait disedot oleh Yoink MEV dalam blok yang sama. (Sumber: BlockBeats)

@coinexcom menyatakan akan menghentikan operasional bursa kriptonya. Perusahaan menyebut pelemahan pasar yang berkepanjangan serta meningkatnya biaya kepatuhan sebagai alasan utama. Pengguna masih dapat menarik dana hingga 22 Desember.