KangDaeWoong

The Bank of Japan (BoJ) has officially raised interest rates by 0.25%, exactly as the market expected. This is the second rate hike in just three months, bringing borrowing costs to their highest level since 1995.
The tightening decision aims to curb domestic inflation and support the yen, easing the burden of higher import costs.
The BoJ’s policy normalization is clearly accelerating, continuing to pressure the unwinding of Yen carry trade positions in global markets.

The SEC has officially approved a five-year pilot program allowing several U.S. stock exchanges to tokenize stocks, shortly after the CLARITY Act failed in the Senate.
The program limits the number of tickers and trading volume through controlled automated liquidity pools, while also requiring tokens to carry the full dividend and voting rights of the underlying stocks rather than merely mirroring their prices.
This is not a mass rollout yet, but it is the first large-scale test for regulators to collect data before finalizing the official regulatory framework.

Trump has just posted again, pressuring the Fed to cut interest rates to 1% or even lower. He said U.S. credit is the best in the world, investment is pouring in, and if the U.S. stops dealing with countries that cause the U.S. to run a deficit, it could easily earn at least $1.5 trillion a year. He concluded that deficits are essentially losses, and that the U.S. is tired of carrying the whole world, so the Fed must cut interest rates immediately.

I just finished listening to Kevin Warsh’s speech at the Fed, so I’m jotting down a few quick thoughts to help everyone recalibrate their plans for deploying capital during this period.
A lot of people keep hoping the Fed will soften its tone so the market can breathe a little easier, but looking squarely at reality, the return of cheap money is still a long way off. Warsh just delivered a pretty hawkish message, stating plainly that the Fed could raise interest rates while the U.S. economy is still strengthening. From his perspective, as well as that of most FOMC members, current financial co

⚠️WARNING⚠️
A trader on X just had approximately $600K drained after clicking a fake “Cloudflare verification” page attached to a memecoin website link.
The hacker exploited the mechanism allowing creators to update links on DexScreener themselves to install malware and trick victims into opening Terminal or pasting commands to seize control of their wallets.
Any request to download a file or copy commands from a verification page is a drainer scam; never use your main wallet when clicking unfamiliar links.

The CLARITY Act officially failed to secure the 60 votes needed in the U.S. Senate, triggering a sell-off that immediately sent Bitcoin below $75,000.
The deadlock emerged just before the crucial vote when Republicans rejected a new negotiating proposal from Democratic senators, despite having previously revised more than 126 points.
This setback in the procedural vote has left the door to passing a crypto regulatory framework this year nearly closed, while short-term pressure on prices persists.

Another DeFi OG is set to leave the game if the community approves this liquidation plan.
Balancer has proposed shutting down the protocol and dissolving the project through a Snapshot vote taking place from September 25-29.
The November 2025 hack drained the platform’s liquidity, forcing the team to plan to switch the pools to withdrawal-only mode from October 30 and redistribute at least $9M from the treasury to holders who burn $BAL by the end of May 2027.

Spot Ethereum ETFs have attracted more than $2B in net inflows in just a month and a half.
August recorded $1.85B in net inflows—the highest level since August 2025—followed by $328M in the first half of September. Last year, ETF inflows of $5.43B in July and $3.87B in August drove ETH’s price from $2,000 to $4,000.
The return of institutional capital is restoring a key catalyst, paving the way for a new growth phase for ETH if this accumulation continues.

Backing the Clarity Act at the 11th hour, what next bombshell is Trump clearing the way for?
With the vote set for tomorrow, Republicans suddenly unveiled a last-minute revision. Most notably, Trump agreed to around 80% of the ethics provisions. Anyone covered by them would have to liquidate all crypto held personally or hand it over to an independent manager; violate the rules even slightly and state attorneys general could sue immediately. It looks tough on the surface, but is actually a concession aimed at clearing the way for the bill to move forward.
The stablecoin issue is also clearer:

Allbridge Core has surpassed $1.64 billion in stablecoins transferred through the TRON DAO network across 79,774 transactions.
The past two months alone recorded $140 million, with an average transaction size of $50,876, all using native USDT on both ends instead of wrapped tokens.
Large capital flows are prioritizing native USDT liquidity on TRON to optimize speed and eliminate smart contract risks from wrapped tokens.
@justinsuntron

Tom Lee asserted that the three strongest-performing growth assets in Q3 were all crypto assets—ETH, BTC, and SOL—creating a powerful draw for institutional capital to enter.
Year-end bullish momentum is being boosted by the CLARITY Act vote in mid-September, South Korean capital flows reversing from AI back into crypto, and the four-year cycle nearing a bottom in the coming weeks.
The market is converging around all the catalysts needed for a new explosive wave.