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According to Bitcoin.com, the cryptocurrency industry in Brazil may enter a consolidation phase due to new regulations from the central bank. The new regulations require virtual asset service providers to meet higher capital, auditing, anti-money laundering, and ongoing reporting requirements, with capital requirements for certain types of institutions reaching up to 37.2 million reais, approximately 7.2 million dollars.

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."

Santiment posted that the open interest in BTC has decreased from 321,497 contracts on September 3 to 278,151 contracts on September 11, a reduction of 43,346 contracts, representing a decline of 13.5%. During the same period, the price of BTC dropped by about 5%, so the decrease in open interest was not caused by the drop in coin price.In this regard, Santiment stated that the current market open interest is about 20% lower than the level before the rise in mid-August. The open interest stopped declining on September 11 and has slightly rebounded for two consecutive trading days, indicating that the market's risk-off operations mainly occurred before the announcement of important events this week, rather than during the events themselves.

The CEO of JERA, Japan's largest power company, stated that starting from January 1 next year, the supply of liquefied natural gas and natural gas from Russia to Europe will be halted, and gas prices may rise further.

Stubborn high inflation has led Trump to confront Federal Reserve Chairman Waller this week, as the market prepares for the Fed to raise interest rates despite the president's demands.Economists warn that if the Fed does not support a rate hike on Wednesday, its "credibility" will be at risk. Trump reiterated that the U.S. should have the "lowest interest rates in the world" and may be dissatisfied with a rate increase.

According to Gate market data, influenced by the Federal Reserve's interest rate hike expectations, Asian currencies generally weakened against the US dollar in the morning session. The market expects the Federal Reserve to raise interest rates by 25 basis points this week, with the probability rising to 88%.The US dollar rose 0.3% against the South Korean won and the Japanese yen, trading at 1,345.8 and 154.06, respectively; the Australian dollar fell 0.2% against the US dollar, trading at 0.7151.

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.

JPMorgan expects the Federal Reserve to raise interest rates by 25 basis points in September and December 2026, up from the previous forecast of a single rate hike in December.

According to Taiwan's "Commercial Times" report on September 14, as the computing power of GPUs and ASICs continues to rise, traditional copper interconnects are gradually approaching the limits of power consumption and signal transmission. TSMC is accelerating its layout for co-packaged optics (CPO). The industry is optimistic that if CPO bandwidth continues to double every two years, it may form the "CPO Moore's Law" of the AI era. Industry analysis indicates that the upgrade of CPO bandwidth mainly has three paths: including increasing single-channel speed from 200G to over 400G, expanding the number of optical channels from 16 to 32, 64 or more, and introducing wavelength division multiplexing (WDM). By 2040, the theoretical value could reach about 128 times the current level, with long-term potential for development towards hundreds of T based on the current level of about 3.2T.TSMC's role in optical interconnects has extended from wafer foundry to system integration, gradually integrating computing, HBM memory, and high-speed I/O from 3DFabric, CoWoS, SoIC to silicon photonics and CPO. When high-speed electrical signals exceed 200G, signal attenuation increases after passing through longer copper paths such as ABF substrates, PCBs, and connectors, leading the industry to develop shorter copper paths and longer optical paths. In terms of packaging architecture, the optical engine is currently laid out on the substrate, and the next step is expected to place CPO in the intermediary layer, with future possibilities of using SoIC technology to achieve 3D vertical integration of photonic integrated circuits (PIC) and ASICs. Industry players indicate that CPO still needs to overcome challenges in packaging, optical coupling, and testing before mass production can be achieved.

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.

According to Catcher Predict monitoring on-chain data, significant capital movements are predicted in the Polymarket market. A large whale invested $51,350 in a single bet on the "Federal Reserve's September decision" event, targeting "no change." Based on the current transaction price, the latest corresponding winning probability for this bet is 79%.

Microsoft Chairman and CEO Satya Nadella stated that we need to accelerate AI development and expand the benefits brought by AI so that it can widely benefit different countries, communities, and businesses. This requires the establishment of a cutting-edge ecosystem that allows both closed-source and open-source models to thrive.

The on-chain security platform Blockaid discovered a vulnerability in the Bitcoin bridge of the cross-chain protocol Symbiosis, where attackers minted approximately 2^62 syBTC to a newly created externally owned account, valued at about 46.1 billion dollars when calculated to 8 decimal places, and sold about 4.39 WBTC on Uniswap V4 on Ethereum, realizing a cash-out of approximately 336,000 dollars.Symbiosis stated that the attack occurred around 4:28 AM on September 11, and the team has suspended the BTC routing, while other routings remain operational and unaffected. The team has recovered about 15 Bitcoins and deposited them into a multi-signature wallet controlled by the team, while offering a 20% white hat bounty on the funds to the attackers, with a deadline of September 13.In recent weeks, Liquid Network, Nomic, and Symbiosis have all experienced security incidents involving the expansion of supply by minting tokens without real asset backing. As of September 13, Symbiosis has not publicly disclosed a technical review of BridgeV2, the final loss amount, or confirmation on whether the attackers accepted the bounty.

Arthur Hayes posted on the X platform that, aside from AI safety risks, if companies like Anthropic, OpenAI, and SpaceX no longer act as buyers of computing power, the U.S. government may need to take on that role; another scenario is that if the demand for computing power disappears, leading to defaults on related AI debts, the Federal Reserve may need to "print money" to rescue the insurance institutions holding those debts. Hayes stated that regardless of which option is chosen, it will ultimately need to be resolved through monetary expansion, jokingly referring to this situation as "Yachtzee."

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.

Zhiyu announced the completion of approximately 5 billion USD in financing, including 2 billion USD in equity placement and 3 billion USD in zero-interest convertible bonds. The funds will primarily be used for the next-generation GLM model, self-training systems, and computing power infrastructure construction.

CryptoQuant analyst Darkfost stated that this cycle may be the one with the most activity from long-term holders (LTH) of Bitcoin. He observed related changes through the CDD (Coin Days Destroyed) heatmap, which tracks the number of days BTC is held before being spent or transferred; the transfer of BTC by long-term holders is usually associated with selling intentions.The increase in LTH activity during this cycle may benefit from the market liquidity brought by spot ETFs and companies establishing Bitcoin treasury reserves. However, the rise in CDD is not only seen at market tops; it may also reflect the capitulation behavior of some holders.He added that Coinbase previously transferred 800,000 BTC, a large portion of which had been held for over 6 months. Such asset migrations can also cause a temporary rise in CDD, but they are considered incidental events. Currently, with Bitcoin's recent rise, LTH activity has slightly increased, possibly because some holders wish to realize quick profits; however, overall, related activities are still relatively calm for 2026, and long-term holders are still waiting.

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.

The cryptocurrency brokerage platform Cascade (formerly Perennial) has announced its closure. The platform has spent the past 5 years dedicated to creating the next generation of modern brokerage experiences, a unified platform aimed at the global market, built around 24/7 access and unlimited availability.Cascade stated that this was not an easy decision and expressed gratitude to its supporters over the years. Cascade has now ceased operations. Users can withdraw remaining funds in Cascade (CLS+trading) through the officially designated link (logged in via Privy Home); please use only that designated link and refer to the official verification information for confirmation.