Daily
Desk brief
2026-09-12 · 8 high-impact headlines
Market cap
+2.57%
63
Greed
Headlines
- The DefiantSEC Crypto Custody Rewrite Enters White House Review
- The DefiantBrent Tops $106 And Hike Odds Reach 64% As Crypto Sells Off
- CryptoSlateL-BTC resumes trading with reserves covering just 85% of supply
- CryptoBriefingUS House Ways and Means Committee sets Sept. 16 markup for crypto tax rules
- CryptoBriefingAustralia-US military alliance raises China conflict concerns
- CryptoBriefingNvidia in talks to invest in Anthropic’s $100B IPO, sources say
- CoinDeskRobinhood CEO says companies shouldn't get veto over stock tokens in AMC feud
- CryptoBriefingCFTC approves automatic 30% whistleblower awards for cases under $5 million
Flash
- Loracle loses another $3.92 million shorting HYPE, with cumulative losses of $16.41 million over the past 30 days.BlockBeats news, September 12th, according to Onchain Lens monitoring, whale Loracle partially closed HYPE short position and sold spot, realizing a loss of approximately $3.92 million. Currently, it still holds 191,940 HYPE short positions, valued at approximately $15.33 million, with unrealized losses further reaching $4.97 million. Data shows that Loracle's cumulative loss in the past 30 days is approximately $16.41 million, and historical cumulative loss is approximately $28.58 million. Its wallet address is 0x8def9f50456c6c4e37fa5d3d57f108ed23992dae.
- Suspected 'qianbaidu.eth' address trades EMBER for a profit of $338,000, having sold over $340,000 worth of tokens.BlockBeats news, September 12th, according to Onchain Lens monitoring, a wallet suspected to belong to qianbaidu.eth previously spent only $8,850 to buy EMBER, and subsequently sold EMBER worth approximately $342,000, realizing a profit of about $337,900. Currently, the wallet still holds about 1.86 million EMBER, with an unrealized profit of approximately $16,400 at current prices. The wallet address is F5MYbjEATQFD6rxwdS2zXzEHBGuUhSGvJkUhLFAcr4hv.
- Pump.fun team fee wallet transferred out 77,806 SOL, worth approximately $7.88 million.BlockBeats news, September 12, according to EmberCN monitoring, the Pump.fun team fee wallet transferred 77,706 SOL to Kraken approximately 4 hours ago, valued at about $7.88 million at the price at that time.
- Anthropic Said to Be in Talks for Nvidia to Become IPO Anchor Investor, Nvidia May Invest Up to $10 billionAccording to two people familiar with the matter, Anthropic is in talks with Nvidia (NVDA.O) to bring the latter in as an anchor investor in its IPO; Anthropic's IPO is expected to be the largest in history. The people familiar with the matter said Anthropic plans to raise as much as $100 billion, which could value the AI startup at about $2 trillion. One of the sources added that Nvidia is considering investing as much as $10 billion in the IPO. They cautioned that the plans are still under discussion and may change. The report noted that bringing in a deep-pocketed major investor like Nvidia is expected to boost investor confidence in the listing. The IPO is increasingly becoming a major test of the public market's willingness to accept the huge valuations and funding needs of frontier AI labs.
- Bitunix Analyst: US Treasury Yields Approach 5%, Buybacks Struggle Against Inflation and Capital DemandBlockBeats news, September 12 — The U.S. Treasury market continues to face selling pressure, with the 10-year yield rising to around 4.94% and the 30-year briefly touching 5.35%, indicating that the market's pricing of a higher-for-longer interest rate environment is still deepening. Even after the Treasury raised the cap on long-term U.S. bond buybacks to $6 billion, with only $5.19 billion actually purchased, yields still moved higher, reflecting that policy operations can improve liquidity but are hard-pressed to reverse the structural pressures created by inflation, fiscal deficits, and long-term capital demand. Rising oil prices further amplify this contradiction. Higher energy costs could reignite inflation expectations and also prompt investors to raise their bets on Federal Reserve rate hikes in advance. The market-implied probability of a rate hike has now risen to 71%, meaning that even before CPI is released, the bond market has already begun pricing in a more restrictive policy path. The real key therefore is not just a single month's inflation data, but whether the market believes that energy, tariffs, and supply chain pressures will cause underlying inflation to lose its downward momentum again. On the other hand, the capital expenditure boom driven by AI construction is also changing long-bond pricing. A surge in corporate debt issuance to compete for funds means the U.S. government is not the only source of capital demand; when capital flows simultaneously to the government and to corporations, long-term interest rates naturally become harder to push down through Treasury buybacks alone. Druckenmiller even argued that given the current level of capital expenditure and competition for funds, U.S. Treasury yields are "even a bit low," highlighting that some investors have already come to view this round of rising rates as fundamentals rather than mere market sentiment. Therefore, the real problem currently facing U.S. Treasuries is not how much the Treasury can buy, but how much yield the market demands before it is willing to take on long-term U.S. debt. If CPI runs hot, rate hike expectations and long-end yields may further reinforce each other; if CPI cools, the market will need to reassess whether high yields can fall back. The core of this game has gradually shifted from whether policy can influence the market to whether policy can counter fundamentals.
- 'Fed whisperer': Fed is poised to hike rates next week, but a single hike won't solve the problem.BlockBeats news, September 12 - "Fed whisperer" Nick Timiraos wrote in his latest article that investors have largely concluded the Fed will raise rates next week for the first time in three years, but the harder question is what happens after that. Since almost no one within the Fed believes a single 25 basis point rate hike is enough to bring down inflation, if a rate hike is decided next week, it would reflect a judgment that rates were previously at the wrong level, and one rate hike cannot solve the problem. Since the 1990s, the Fed has only raised rates on a "one-off" basis once. Warsh said in July that he did not think the Fed was good at "fine-tuning," and analysts say a chairman skeptical of fine-tuning is unlikely to raise rates by 25 basis points and then declare the job done. Warsh said last month that there is not much evidence that borrowing conditions are restraining economic activity. If rate hikes are pushed on this basis, the market will naturally ask how high rates need to go. Without an explanation, the market may interpret one rate hike as the beginning of a larger-scale action. Therefore, this week investors no longer view the September meeting as a single-meeting issue. The market currently expects at least three cumulative rate hikes by next June, up from the previous expectation of two.
- Hunter Biden: 1% of LAPTOP's token supply has been burned, as both Eric Trump and Beeple have publicly mentioned it.BlockBeats news, September 12: Hunter Biden, son of former U.S. President Biden, posted that Eric Trump and digital artist Beeple have both publicly mentioned his launched LAPTOP token. As part of the unique prediction mechanism of $LAPTOP, 1% of the total token supply has been burned, valued at approximately $3.6 million at current prices. The mechanism previously announced was designed to link some tokens to the outcomes of real-world events, with the prediction results determining whether they are burned or used for charity. After LAPTOP went live, it experienced severe volatility, with the price surging before quickly falling back. As of the time of writing, LAPTOP is trading at $0.4142, down 16.99% in 24 hours, with its market cap falling to $149 million.
- U.S. stocks closed higher this morning with all three major indices up, crypto-related stocks rose broadly, while the storage sector declined.BlockBeats news, September 12, U.S. stocks closed higher on Friday, with the Dow initially up 0.98%, the S&P 500 up 0.86%, and the Nasdaq up 0.96%. Qualcomm (QCOM.O) rose 2.88%, Intel (INTC.O) rose 2.61%, SpaceX (SPCX.O) rose 2.04%, Amazon (AMZN.O) rose 1.94%; SanDisk (SNDK.O) fell 3.5%, Oracle (ORCL.N) fell 1.82%, Micron Technology (MU.O) fell 0.22%, Western Digital (WDC.O) fell 2.98%, Seagate Technology (STX.O) fell 3.73%; In cryptocurrency-related stocks, MSTR rose 1.87%, CRCL rose 0.31%, COIN rose 1.73%, BMNR rose 3.43%, SBET rose 5.43%, PURR rose 5.45%.