Markets

Markets coverage from the StreamSage Markets desk: Stocks, Bonds, Forex, Commodities, Funds, Derivatives, Crypto Assets. Sources on every story.

• TRON lifetime volume passes $30T on USDT dominance

  The network processed $6T in USDT in 2026, but TRM Labs found it handled $26B of illicit crypto volume last year.

• Bitwise report finds institutions held bitcoin through crash

  No surveyed institution reduced its crypto allocation during the drawdown, and some bought more.

• Banks borrow from BOE to buy higher-yielding gilts

  The spread between Bank of England financing and UK bond yields has widened to well over a percentage point.

• Bitcoin ETFs turn positive after $5.8 billion outflow year

  U.S. spot bitcoin ETFs have flipped to nearly $800 million in net inflows, reversing a mid-July deficit of $5.8 billion.

• Ethereum draft adds compliance controls for confidential RWA tokens

  A new proposal extends a draft interface to keep token amounts private while preserving issuer enforcement powers.

• Bitcoin ETF inflows slow to $191M on Thursday

  US spot Bitcoin ETFs recorded about $191 million in net inflows on Thursday, a figure that was down 81% from the 2026 high set on Monday.

• US 10-year Treasury yields surpass 5%

  Treasury Secretary Scott Bessent expanded bond buybacks to intervene, but yields reached their highest level in almost two decades.

• Bitcoin price steadies, ONDO rallies as US Treasury yields hit 2007 highs

  ONDO returned 22.20 percent over the 24 hours ending Thursday, according to CoinGecko data.

• $15.6 billion in Bitcoin options expire Friday

  Roughly 182,000 BTC in open contracts settle on Deribit, with the largest strike holding positions on both the call and put side.

• Philippines to Sell 30 Billion Peso Retail Bonds

  Bureau of the Treasury will offer 2.5-year bonds in a Sept. 29 auction, with a public offering running through Oct. 7.

• Treasury Yields Push Asia Bond Spreads Near Records

  Malaysia's 10-year yield discount to US Treasuries widened to its most since 2007, raising the risk of regional capital outflows.

• CoinDesk Data Shows Weak Link Between Bitcoin and Bond Yields

  Bitcoin correlation with U.S. 10-year yields is near zero over 90-day, 180-day, and one-year windows.

• Pimco Weighs $500 Million Allocation From Saudi PIF

  The Public Investment Fund is considering an initial mandate for Pimco focused on Gulf government bonds.

• SEC Data Shows IPO Proceeds Jumped 400% in First Half

  The SEC reported $137 billion raised in H1 2026 IPOs, a nearly fourfold increase over the $27 billion seen a year earlier, per its Sept. 23 release.

• Bitcoin Falls Through the $86,000 ETF Cost Basis as the Whole Market Turns Lower

  Bitcoin closed below $86,000, the level Bitfinex analysts identified as the average entry price for the entire U.S.

• Bitcoin ETFs See $999 Million Inflows as Prices Rise

  US bitcoin ETFs received $999 million in new investment on Monday, the most in a single day since October 6.

• Bitcoin Treasury Stocks Post Negative Returns Despite Flat BTC

  The median 18-month return for the 20 largest BTC treasury stocks is -18%, while Bitcoin itself is up less than 3%.

• William Blair sees Coinbase, Circle poised for crypto recovery

  Analysts cut Coinbase's 2026 EBITDA by 11% to $810 million while maintaining that current valuations offer attractive entry points for investors.

• Bitcoin ETFs pull in $1.7B as BTC tops holder cost basis

  Spot Bitcoin funds attracted $1.7B over two days while an analyst identified $90,000 as the next profit-taking threshold.

• Zcash leads major gains as bitcoin holds near $87,000

  A House committee approved a bill for a Strategic Bitcoin Reserve, and falling oil eased inflation concerns.