Markets

Markets coverage from the StreamSage Markets desk: Stocks, Bonds, Forex, Commodities, Funds, Derivatives, Crypto Assets. Sources on every story. Page 3.

• Investors pivot to short-term Treasuries on Fed inflation win

  Two-year yields hit a multi-year high of 4.75% after the Fed's first rate hike since 2023, with futures pricing in further tightening.

• Altcoins Have Been Bleeding While Bitcoin Compounds

  Glassnode and Bybit data shows a two-year divergence where mid-caps lose value while Bitcoin gains, driven by leverage and ETF inflows.

• Bitcoin held $75,000 after Clarity Act failed, but regulatory gap remains

  A 49-50 Senate vote triggered $571M in liquidations, yet analysts point to agency-driven rules and October macro data as the next catalysts.

• Yen Holds 156.86 Level as Japan Holiday Cuts Market Liquidity

  Currency steadied on Monday after a 1.3% Friday drop following BOJ rate hike dissents, setting the stage for a thin trading week.

• Anthropic IPO bets hit record as pre-stock futures near $80 million

  Crypto markets are pricing a potential $2 trillion Anthropic IPO via pre-stock derivatives, even as the company has not set a share count or offering price.

• Bitcoin's rally ran on short liquidations, not new long bets

  Glassnode and Bybit data shows a 24.6% Bitcoin climb over five days in August matched a 12.6% fall in open interest, pointing to unwinding shorts rather than fresh bullish positions.

• ZEC’s 100% rally above $1500 sends Grayscale’s Zcash ETF within $85 million of $1 billion

  Grayscale’s Zcash ETF sits $85 million below the $1 billion asset threshold, a gap that has narrowed sharply since the fund began trading on NYSE Arca in late August.

• Hormuz Oil Shipments Hit Six-Month High

  US Central Command says transit lanes are clear of mines and over 1 billion barrels of crude moved in recent months.

• SpaceX Nasdaq 100 Weight to Reach 2.82% Monday

  SpaceX's index weighting will more than double to 2.82% when the Nasdaq 100 quarterly rebalance takes effect on Monday.

• Aon Draws 5x Demand for 30-Year Notes in $2 Billion Sale

  Bloomberg Markets reported that investors placed $10 billion of orders for Aon's 30-year notes, with GSK's recent offering also seeing tenfold demand.

• RWA futures overtake crypto only in a two-venue sample

  OKX and Token Terminal report RWA volume exceeding Hyperliquid, but broader data shows RWA at 15.2% of CEX derivatives, not a market takeover.

• UBS names Amazon, Palantir among 14 top tech stock picks

  The bank set price targets for Amazon, Texas Instruments, Celestica, and Palantir, citing AI infrastructure growth.

• Coinbase seeks CFTC approval for U.S. single-stock perpetuals

  The filing covers roughly 50 to 60 contracts, including Apple, Microsoft, Tesla, and Nvidia, with a potential launch later this year.

• Hedge Funds Flip Bullish on Yen

  Leveraged traders erased short yen bets and built a ¥251 billion long position in the week ending Sept. 15.

• Bitcoin reaches $81,000 after BOJ lifts rates to 1.25%

  The yen fell 1.2% following the Bank of Japan's decision to raise its target rate by 25 basis points, according to CryptoSlate.

• Neutrl NUSD redemptions open at 51 cents amid Strata tranche write-down

  The Defiant reports Strata scheduled a 48-hour valuation update that writes jrNUSD to zero while senior withdrawals settle in sNUSD at revised values.

• Fed Hike Odds and BOJ Rate Hike Follow SEC Tokenization Move

  Polymarket traders shifted the odds of a Fed hike to 56.5% and the Bank of Japan raised its guideline to 1.25%, developments occurring alongside the SEC’s new volume cap on tokenized equities.

• Bitcoin Tops $80,000 as Fed Hike Triggers Short Squeeze

  Bitcoin rose 5.88% to $80,846 after a 25 basis point rate hike, liquidating over $230 million in short bets.

• Zcash targets November 5 date for NU7 upgrade

  The upgrade would reduce block times from 75 to 25 seconds and set aside 60% of fees for future mining rewards.

• Aave V4 Arc market sees $76 million USDC supply with minimal borrowing

  Aave V4 launched on Arc on September 16, attracting $76 million in USDC by September 17, but utilization remained near 0.1% with under $100,000 borrowed.