News linked to this event type.
According to Chaohang Research, JPMorgan’s September 24, 2026 research report indicates that U.S. corporate financing surplus in Q2 2026 approached 2% of GDP, marking the highest level for non-crisis periods since data tracking began in 1952. Non-financial corporate surplus stood at approximately 1.5%, the highest for non-crisis periods since 1958. Global equity buybacks are projected to reach $1.7 trillion in 2026, with U.S. corporations accounting for $1.3 trillion. Bitcoin’s production cost is approximately $85,000; after trading below this threshold for 280 consecutive days, the price has finally broken through. Network hash rate and mining difficulty have decreased by roughly 19% and 15%, respectively, from their peaks last October. JPMorgan notes that cash flow growth outpaces capital expenditures, indicating that the corporate sector as a whole does not require additional financing. This financing surplus underpins share repurchases, particularly among firms outside the technology sector. AI-driven capital expenditures are crowding out other spending, keeping overall capex growth moderate, and the exuberance of the late 1990s has yet to return. Bitcoin miners are structurally shifting toward AI operations, lowering forced selling risks, though hash rate expansion has decelerated. Bond futures momentum indicators have moved into more extreme bearish zones, with standard deviation scores for the 10-year U.S. Treasury and German Bunds reverting to -1.7 and -1.5, respectively.
Odaily reports: According to on-chain analyst Ai Yi's monitoring, as of 16:39, a cumulative total of 3,298.7 BTC has been withdrawn from Bitget. The platform has processed 6,875 withdrawal transactions, with another 3,580 withdrawal transactions awaiting on-chain block confirmations. Bitget has newly opened a BSC network BTC withdrawal channel. The related information was disclosed and confirmed by GracyBitget and xiejiayinBitget during a livestream.
according to an official announcement, the second phase of the limited-time Gate Simple Earn × Earn campaign is now live. From September 28, 07:00 to October 28, 07:00 (UTC+8), users who meet the specified net deposit requirements and activate Simple Earn can receive up to an additional 2% bonus APY on top of the base yield; those with cumulative net deposits reaching 50,000 USDT can enjoy a blended APY of 5% on up to 50,000 USDT of eligible holdings.Meanwhile, from September 28, 16:00 to October 28, 16:00 (UTC+8), VIP 3–VIP 14 users who make cumulative net deposits of 100,000 USDT and subscribe to the Earn USDT 7-day fixed-term product can receive an additional 7.3% bonus APY on top of the 3.7% base APY, enjoying a blended APY of 11% on up to 100,000 USDT of subscribed principal. This campaign enriches Gate's stablecoin wealth management offerings, providing users with different capital sizes and trading needs more flexible yield options.
Odaily News: According to on-chain analyst Ai Yi's monitoring, Bitget's BTC withdrawal portal has been opened. A total of 5,500 BTC from the protection fund has been transferred to Bitget's hot wallet in batches to meet withdrawal demand, of which 2,042.28 BTC, approximately $169 million, has completed the transfer, with 3,457.72 BTC remaining on-chain. This portion of funds was transferred in advance and does not equate to the actual withdrawal amount. GracyBitget and xiejiayinBitget have committed to continuously replenishing the fund to the $300 million baseline within one week.
According to on-chain analyst Aunt Ai, casualpig.eth (0x651...f0314) withdrew 1,754 ETH from Bybit 3 hours ago, worth $4.65 million. This address has opened a new ETH position after a one-year gap; its previous ETH swing trade occurred between August and October 2025, when it withdrew at an ETH price of $4,751.74 and deposited back when the price dropped to $4,433.10, with an estimated loss of $449,000.
CryptoQuant analyst nocoffeenobrain stated that crypto market sentiment has undergone a significant shift, with the Fear and Greed Index rapidly climbing from around 30 in August to the current 74. Meanwhile, BTC dominance has dropped to 53.8% and continues its downward trend. Historical data shows that when the sentiment index rises while Bitcoin's dominance remains flat or declines, market capital and momentum tend to flow into sectors outside of Bitcoin;
CryptoQuant analyst Axel Adler Jr. stated that Bitcoin is currently trading near $83,000, with exchange outflows reaching their fastest pace since October 2025. On-chain data shows that as of September 27, the average daily net outflow from exchanges over the past seven days totaled 16,100 Bitcoin, indicating a contraction in exchange supply.
According to The Block (@TheBlockCo), the Zano network was recently subjected to a Gateway Address vulnerability attack, resulting in the unauthorized minting of ZANO and fUSD that have since entered the market. To contain the losses, the team has urgently restarted the blockchain. The team is currently actively negotiating with affected projects and relevant counterparties regarding compensation for losses, and will publish a formal compensation and claims process in the near future.
Analyst Benjamin Cowen (@benjamincowen) notes that BTC's closing price has broken through May highs, which is technically bullish, though it remains less than 1% away from that peak and prices are virtually unchanged. Historically, after breaking above the 50-week moving average (as in 2019 and 2023), BTC typically rallies 20% to 30% within one to two weeks. However, the gains in this cycle have been noticeably subdued, with the market widely attributing this to concerns over seasonal weakness and persistently rising yields. Cowen concedes that while he had previously forecast a Q4 downturn, BTC's sustained strength is leading him to reassess his projection, stating he will minimize subjective bias in future analyses and maintain a more open stance.
In pre-market analysis, trader degentrading (@degentradingLSD) highlights the following key market signals: • Macro: The 10Y yield has risen to 5.2% and the 30Y to 5.5%, nearing historical peaks. The South Korean stock market opened down 2.5%, with the memory and semiconductor sectors (SK Hynix, Samsung, MU, SNDK) broadly declining 2%–5%. Price action is expected to remain volatile ahead of MU's earnings report. • Next-Generation Cloud Computing: Project payback periods for compute infrastructure have fallen below one year. Market perception is shifting, and rapid revaluation of the new cloud sector is anticipated. Power supply bottlenecks are also gaining prominence. • Tech Stocks: META is trading lower in pre-market. Monitor for accumulation opportunities at the $690 support level or a breakout above all-time highs. If the broader hyperscale data center sector breaks out, META, MSFT, and peers could undergo paradigm-level repricing. • Crypto Markets: Broad weakness across major and alt coins, with BTC potentially testing the $82K support level. Risk capital was freed last week by trimming TAO and DOGE, and taking profit on CRDO. Since crypto sentiment typically remains positive during KBW week, the strategy this week centers on identifying short-term bullish setups.
According to Trend Research, Deutsche Bank's September 25, 2026 research report states that tech stocks have risen 14% since late July, while the rest of the S&P 500 has declined 3%. Tech stock positioning stands at the 80th percentile, down from a peak of 99 percentiles in early June. Overall large-cap positioning is at the 79th percentile, systematic strategies at 91 percentiles, and discretionary strategies at 64 percentiles. Equity funds saw $10.2 billion in outflows, marking the first instance in three months, with U.S. equity funds posting $21.2 billion in outflows. Bond funds recorded $17.3 billion in inflows.
prominent trader Doctor Profit (@DrProfitCrypto) posted on X: "I have taken profit and exited all of my QNT holdings. The surge from $50 to $374 in just a few days is truly astonishing, and I am more than satisfied with these gains. What's more interesting is watching all sorts of people on X keep convincing themselves not to sell while aggressively encouraging others to keep buying in. The persistently elevated funding rates also mean long positions have become overly crowded. Being in a market environment like this makes me feel very uneasy, especially when I know full well that some whales have long since started quietly offloading behind the scenes, while publicly still urging retail investors to buy. I respect everyone's decisions, but I prefer to be transparent about my own moves. Even if I sold too early and it keeps going up afterward, I still feel at peace and satisfied with my decision."
According to on-chain analyst Onchain Lens (@OnchainLens), an early Bitcoin whale transferred its entire holding of 4,500 BTC (worth approximately $378.8 million) to a new wallet one hour ago. The address originally acquired this batch of BTC ten years ago for about $1.89 million, with its value continuing to grow since then: roughly $39.08 million eight years ago, approximately $187.4 million four years ago, and an estimated profit of about $376.9 million to date.
Odaily reports: According to on-chain analyst Aunt Ai's monitoring, an address bought 674,000 VVV on-chain at an average price of $3.77 between April and August 2025, worth $2.544 million, with a take-profit price of $20.85. Some tokens were sold a year ago, and the remaining tokens were deposited to exchanges in batches over the past three months, with deposit prices rising from $11.79 to $30, and the position was fully liquidated 8 hours ago. Holding for over a year generated a cumulative profit of $7.889 million; if sold, the return rate would exceed 453%.
Odaily News: According to Onchain Lens monitoring, one hour ago, a whale deposited 177,520 HYPE, worth $16.08 million, into OKX and Bybit; two days ago, the same whale also deposited 89,050 HYPE, worth $8.21 million, into Binance, Kraken, OKX, and Gate. The cumulative deposit totaled 266,570 HYPE, worth $24.29 million.
Odaily News: According to on-chain analyst Ai Yi's monitoring, a GNGN-associated address (0x5d04...60db) deposited 6,100 ETH to Coinbase 8 hours ago, worth $16.38 million. Tracing back, this ETH was cross-chain bridged from the Robinhood network to the Ethereum mainnet 6 days ago, and may represent Robinhood network fee revenue.
According to Lookonchain monitoring, another whale transferred out 4,500 BTC, worth $379 million, after over 4 years of dormancy.
Bloomberg Intelligence Senior Commodities Strategist Mike McGlone (@mikemcglone11) noted that the Market Vector Digital Assets 100 Index (MVDA) has ceased outperforming the Nasdaq 100 Index (NDX) since the launch of Bitcoin futures in 2017. Although MVDA volatility is approximately three times that of the NDX, performance has remained flat over the past decade, and its positive correlation with the NDX fails to provide effective portfolio diversification benefits. McGlone stated that the approval of U.S. Bitcoin spot ETFs and the policy shift ahead of the 2024 Trump election may already mark a local peak for the crypto market, with a low probability of further upside. Approximately two-thirds of the MVDA's constituents consist of Bitcoin.
According to on-chain analyst Wazz (@WazzCrypto), an organized serial rug pull and fund-draining syndicate operates on the Robinhood blockchain. The group has been linked to 53 token launches in the past two months, with directly trackable extracted funds reaching $18.43 million, though the actual amount is likely higher. The syndicate's modus operandi is highly systematic: funds raised from each launch are routed to the deployment wallet of the next launch within seconds, forming a continuous funding pipeline. Each issuance is sniped via 70–200 bundled wallets to secure over 70% of the supply, primarily launched on the Pons V2 platform. Additionally, the group generates hype through "fake launches" before official drops to preemptively harvest market sentiment, only revealing the real contract address afterward to maximize extraction profits. Notably, $DEED, the trigger token for this investigation, did not even make it into the top ten highest-drained tokens.
According to Odaily, monitoring by Ai Yi shows that an address which accumulated 130,591 ETH in 2023 transferred another 16,919 ETH, worth $45.85 million, to an exchange 3 hours ago. Over the past week, this address has transferred a cumulative 128,972.05 ETH, worth approximately $345 million, to exchanges, with an average transfer price of $2,680.31. If sold, the estimated profit would be $84.31 million. After this latest transfer, the address's on-chain ETH balance has been emptied.