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On September 14, WEEX TradFi market data showed that Dell (DELL) surged over 12% last Friday, reaching a historic high, while Hewlett Packard Enterprise (HPE) also recorded an approximate 12% increase. WEEX Labs believes that the strong surge in Dell's stock price is mainly driven by two factors: first, the market's expectations for AI server orders and shipments continue to heat up, with strong demand for computing power from major clients enhancing its performance visibility; second, the hardware sector is demonstrating a more certain fundamental logic against the backdrop of cloud vendors expanding capital expenditures.WEEX Labs reminds that this week, macro policies will face a critical test. The market's core focus includes the key procedural vote on the CLARITY Act on September 15 in the Eastern U.S., as well as the Federal Reserve's FOMC interest rate decision on the 16th. The explosive potential of the U.S. stock market and the cryptocurrency market will depend on the Federal Reserve's stance on the probability of interest rate hikes, guidance on the dot plot path, and the progress of the legislation. Trade stocks and gold with WEEX TradFi, and you can also participate in daily egg hunts, with a 100% prize rate, winning up to 10,000 USDT in position airdrops.

Barclays economists stated that the uncertainty surrounding the Federal Reserve's interest rate decision makes this week's FOMC meeting the focus of the market. If the Federal Reserve unexpectedly keeps interest rates unchanged, or if the rate hike is lower than expected, it could lead to a short-term weakening of the dollar.

According to The Block, after Senate Republicans released the "final" version of the Clarity Act reflecting the amendments requested by Democrats, the probability of the bill passing on Polymarket in 2026 rose to 30%.

According to crypto journalist Eleanor Terrett, U.S. Senate Republicans have released a new version of the CLARITY Act text, referring to it as the "last, best, and final proposal" presented to Democrats before the debate vote ends on Tuesday. The new text includes several adjustments related to ethical standards, BRCA, stablecoin earnings, and provisions related to the Agriculture Committee.Among them, Trump has agreed to about 80% of the content of the Tillis-Gallego ethical standards proposal, including the sale of "significant" crypto-related financial interests or placing them in a blind trust; the stablecoin earnings section introduces a "circuit breaker mechanism," allowing federal regulators to intervene if there is a large-scale flow of community bank deposits into stablecoins, with the relevant judgment to be made by U.S. Treasury Secretary Scott Bessent. Additionally, the scope of BRCA's protections has been narrowed, and the new text further strengthens restrictions on vertical integration, including related party transactions and conflicts of interest involving digital commodity exchanges, brokers, and dealers.

According to Politico, U.S. Senate Minority Leader Chuck Schumer arranged a Democratic caucus meeting to discuss the Clarity Act on Sunday evening.The landmark cryptocurrency bill will face a Senate vote on Tuesday.

The 18th BRICS Summit adopted the "New Delhi Declaration," supporting a payment framework that bypasses the Western financial system. The declaration commits to expanding trade and investment settled in member countries' local currencies, connecting national payment systems, and studying cross-border interoperability.BRICS Pay, as a decentralized payment framework, integrates India's UPI and Russia's SPFS into a shared layer to settle payments between member countries.

This week, global markets enter a central bank super week. The Federal Reserve's FOMC will announce its interest rate decision and economic projections summary at 2 AM Beijing time on Thursday, followed by a monetary policy press conference by Chairman Powell; the Bank of England and the Bank of Japan will also announce their decisions on Thursday and Friday, respectively. Meanwhile, the U.S. Senate will hold a key procedural vote on the CLARITY Act on Tuesday local time, and the SEC will hold a roundtable discussion on 24-hour trading on the same day.Tuesday: Key procedural vote on the Cryptocurrency Market Structure Act (i.e., CLARITY Act); U.S. ADP employment change for the week ending August 29; U.S. September New York Fed Manufacturing Index. Wednesday: U.S. API crude oil inventories for the week ending September 11; U.S. August retail sales month-on-month, U.S. August import price index month-on-month, U.S. September NAHB housing market index; U.S. July business inventories month-on-month, U.S. EIA crude oil inventories for the week ending September 11.Thursday: Federal Reserve FOMC announces interest rate decision (2 AM Beijing time on Thursday) and economic projections summary, Federal Reserve Chairman holds a monetary policy press conference; U.S. initial jobless claims for the week ending September 12; Bank of England announces interest rate decision and meeting minutes; SEC holds a roundtable discussion on 24-hour trading. Friday: Bank of Japan announces interest rate decision, Bank of Japan Governor Kazuo Ueda holds a monetary policy press conference.

Nate Geraci, President of ETF Store, stated that if the Clarity Act can gain enough votes to advance this week, it will be beneficial for the industry. However, he believes that the act is not a key factor in determining the future of cryptocurrency. Under the Trump administration, the U.S. Securities and Exchange Commission and the Commodity Futures Trading Commission will use their existing powers to promote the development of cryptocurrency; the Clarity Act is more about enhancing regulatory certainty to further accelerate industry innovation.The speed of development in the cryptocurrency industry far exceeds the policy-making cycle. By the time the U.S. political sphere realizes that the financial system has already been upgraded, it may be difficult to reverse this trend. The Clarity Act will only serve as a further catalyst, providing clearer policy expectations for the cryptocurrency industry by enhancing market confidence that innovative achievements are not easily reversible, but the future of the cryptocurrency industry does not depend on whether this act can be passed.

According to Catcher Predict monitoring, in the market prediction on Polymarket for the event "Counter-Strike: Virtus.pro vs Heroic - Thunderpick World Championship Closed Qualifier Playoffs," the sub-market "Map 2 Round Handicap: Heroic (-3.5) vs Virtus.pro (+3.5)" has seen a dramatic fluctuation in the win rate for the "Heroic" option, soaring from 50% an hour ago to the current 90.05% (a fluctuation of 40.05%). Please note the impact of related breaking news.

Analyst Darkfost posted on platform X that Bitcoin is about to enter a phase of 365 days without reaching a new all-time high (ATH). In previous cycles, Bitcoin typically set a new high shortly after the halving, but this pattern seems to be changing. Meanwhile, the time intervals from each cycle peak to the next all-time high are also shortening: from 2014 to 2017 it was 1180 days, from 2017 to 2020 it was 1094 days, and from 2021 to 2024 it has shortened to 849 days. Darkfost believes that if this trend continues, this round of Bitcoin may reach a new historical high more quickly. The next Bitcoin halving is expected to occur around April 2028.

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.

"White-haired Stock God" Serenity posted on platform X that a piece of information in Oracle's (ORCL) financial report is favorable for Nebius (NBIS) and IREN (IREN). Oracle stated that all renewed GPU computing power has been resold, with prices increasing by 20% compared to previous contracts, and most related equipment has been used for over 4 years. Serenity believes that this situation once again counters "Big Short" Michael Burry's argument about the rapid depreciation of GPUs, while also benefiting Nvidia (NVDA) and the Neocloud computing sector.

Research institution Galaxy Research recorded a reorganization event at Bitcoin block height 966500, where mining pools Spiderpool and Antpool simultaneously discovered two valid blocks pointing to the same parent block, leading to a brief competition. Ultimately, the Antpool block joined the chain with a higher cumulative work, while the Spiderpool block was discarded.Galaxy Research stated that this is the third single-block reorganization that has occurred in Bitcoin in the past four weeks, with the previous two occurring at block heights 962722 and 963853. Its nodes only observed the block after the Antpool block completed confirmation and continued to extend on it. When a single-block reorganization occurs, the network will ultimately continue to build along the chain with the higher cumulative work, while the other block is removed from the chain. Monero has experienced an 18-block reorganization, and Bitcoin SV had a 100-block reorganization in 2021; if a transaction is in a block that is replaced, its confirmations will disappear.

According to the Financial Times, the low-profile venture capital firm Vy Capital currently holds approximately $40 billion worth of SpaceX shares, with a stake of about 3.4%. According to Bloomberg data, the firm has become the fifth-largest shareholder of SpaceX, disclosing a holding size larger than that of Silicon Valley venture capital firms such as Sequoia Capital and Andreessen Horowitz. Vy Capital first invested in SpaceX in 2016 when the company's valuation was around $15 billion; after SpaceX went public this year with a valuation of about $1.75 trillion, the value of its holdings has significantly increased.Vy Capital is also the largest external investor in Elon Musk's tunnel company The Boring Company and brain-computer interface company Neuralink, and had committed $700 million for Musk's acquisition of Twitter in 2022. The firm's head, John Hering, has a close relationship with Musk, having invested over $100 million in SpaceX shortly after the Falcon 9 rocket launch failure in 2016; since 2019, he has also been involved in the early business development of Starlink, including hiring personnel and building financial models, and has held a SpaceX employee badge. Currently, Hering serves as a director of The Boring Company, and Vy Capital also participated in the company's recent $3 billion financing round.Vy Capital's assets under management have increased from $27 billion at the end of last year to $50 billion in June of this year. In a letter to investors, the firm stated that since its establishment in 2014, it has achieved a total internal rate of return of 41% and has distributed $4.6 billion to investors. Vy Capital expects that if investment judgments materialize, SpaceX's valuation will exceed $10 trillion in the next 5 to 7 years. The firm currently has only a few dozen employees, with a core investment team of four, and has stopped accepting external investors since last year.

BitMine Chairman Tom Lee stated that the cryptocurrency market will enter an extremely bullish phase in the next 12 months. He believes that the market experienced over $19 billion in leveraged position liquidations on October 10 last year due to the U.S. threatening to impose a 100% tariff on China, and a large amount of borrowed funds has been cleared, suggesting that the bottom of the cryptocurrency market's four-year cycle may appear next month.Tom Lee is also optimistic about the long-term opportunities brought by asset tokenization. He estimates that if $100 trillion in assets migrate on-chain in the future and generate 1% in revenue, it could produce about $1.1 trillion in annual revenue, corresponding to a market opportunity of about $20 trillion based on traditional business valuations.However, BitMine currently holds 5.93 million ETH, with related positions showing a paper loss of about $5 billion. Fundstrat has continuously advised clients to allocate 2% of their portfolios to cryptocurrency assets over the past decade; Tom Lee stated that in the accounts of clients who adopted this advice, cryptocurrency assets currently account for over 85% of their portfolios.

Well-known trader Bonk Guy posted that he does not pledge allegiance to PONS or any other holdings and communities. He stated that he has never been paid by the PONS project team and is not a member of the project team, so his holding and support of PONS should not be understood as loyalty to the project.Bonk Guy expressed that he is optimistic about PONS because of the fairness represented by the token and his belief that PONS provides on-chain traders with the opportunity to create intergenerational wealth. He views PONS as a transaction that has not yet been fully realized and expects that regardless of current market recognition, its future market value could still reach billions of dollars.He emphasized that this principle also applies to his other holdings: he is primarily a trader, does not pledge allegiance to any token or community, and will only choose trading opportunities that he believes have the most asymmetric risk-reward profile.

According to a report by The Wall Street Journal, as traditional automakers withdraw, Tesla is re-expanding its share in the U.S. electric vehicle market. According to Motor Intelligence data, Tesla's market share reached 52% in the first eight months of 2026, up from 43% in the same period last year.Although Tesla's U.S. sales decreased by 16% year-on-year, the overall electric vehicle market shrank even more, declining by 30%.

The head of research at digital asset management company Grayscale, Zach Pandl, stated in an analysis that even if Congress fails to pass the CLARITY Act this year, U.S. crypto regulation can still advance in areas such as stablecoins, token issuance, tokenized securities, and perpetual futures.U.S. President Donald Trump signed the GENIUS Act on July 18, 2025, establishing a regulatory framework for the issuance of payment stablecoins. The act requires issuers to provide sufficient reserves and publicly disclose the composition of reserves monthly, prohibiting misleading claims that tokens are federally insured, backed by the U.S. government, or considered legal tender. The U.S. Securities and Exchange Commission (SEC) proposed Regulation Crypto Assets, which aims to allow eligible projects to raise no more than $5 million over four years, or no more than $75 million every 12 months. Relevant exemptions and investment contract safe harbors are still in the proposal stage, with the public comment submission deadline set for October 20.The recent procedural milestone for the CLARITY Act was the termination debate vote on the motion to advance held on September 15, which requires 60 votes to pass and is not the final vote. Grayscale stated that the act would still help clarify the division of regulatory authority between the SEC and the Commodity Futures Trading Commission (CFTC), but its failure to pass would not halt the regulatory measures already in progress.