BTC $85,459.08 +5.17%
ETH $2,727.51 +2.56%
BNB $789.13 +1.64%
XRP $1.51 +6.67%
SOL $116.56 +4.63%
TRX $0.3471 +1.27%
DOGE $0.0987 +11.78%
ADA $0.2446 +6.09%
BCH $263.89 +3.82%
LINK $12.89 +2.05%
HYPE $92.35 -0.65%
AAVE $142.08 +2.59%
SUI $1.03 +11.62%
XLM $0.2121 +7.08%
ZEC $1,450.14 -4.29%
AAPL $338.66 +1.24%
AMZN $259.49 +1.56%
GOOGL $357.45 +1.66%
MSFT $501.12 +1.27%
META $741.65 +9.82%
NVDA $227.41 +1.74%
TSLA $376.44 +2.74%
SNDK $1,789.47 -0.80%
INTC $123.09 +8.97%
SPCX $152.99 -0.71%
MU $1,051.90 +2.38%
AMD $622.16 +8.97%
BTC $85,459.08 +5.17%
ETH $2,727.51 +2.56%
BNB $789.13 +1.64%
XRP $1.51 +6.67%
SOL $116.56 +4.63%
TRX $0.3471 +1.27%
DOGE $0.0987 +11.78%
ADA $0.2446 +6.09%
BCH $263.89 +3.82%
LINK $12.89 +2.05%
HYPE $92.35 -0.65%
AAVE $142.08 +2.59%
SUI $1.03 +11.62%
XLM $0.2121 +7.08%
ZEC $1,450.14 -4.29%
AAPL $338.66 +1.24%
AMZN $259.49 +1.56%
GOOGL $357.45 +1.66%
MSFT $501.12 +1.27%
META $741.65 +9.82%
NVDA $227.41 +1.74%
TSLA $376.44 +2.74%
SNDK $1,789.47 -0.80%
INTC $123.09 +8.97%
SPCX $152.99 -0.71%
MU $1,051.90 +2.38%
AMD $622.16 +8.97%

Morning Report | Yushu Robotics' stock price has fallen over 50% compared to its opening price one month after its listing; Bescent: The talks with the Chinese side on AI and trade were very successful

Summary: Overview of Important Market Events on September 21
ChainCatcher Selected
2026-09-22 09:01:59
Overview of Important Market Events on September 21

Compiled by: ChainCatcher

What important events happened in the past 24 hours?

Binance Wallet launches its first Pre-Access project pPOLY, raising $4.8 million for pre-IPO exposure

According to ChainCatcher, Binance Wallet announced the launch of the pPOLY token issued by Paimon Finance as the first Pre-Access project provided by PancakeSwap. Users can participate through Binance Wallet to gain potential indirect tokenized exposure before the public listing. The price of the PancakeSwap pPOLY event token is $15.5, with a total issuance scale of $4.8 million, and the network is BNB Smart Chain. The event time (UTC) is from September 21, 2026, 09:00 to September 24, 2026, 09:00, lasting a total of 72 hours. Claiming pPOLY, returning unallocated funds, and trading pPOLY will all start from September 24, 2026, 09:00. The user subscription limit is mainly determined by the Alpha Points level at the time of the event announcement and the corresponding activity level of on-chain holdings and trading volume (including Stock Memes) over the previous 15 days (from September 6, 2026, 00:00:00 to September 20, 2026, 23:59:59 UTC), with higher levels allowing for higher limits. All Alpha Points holders can subscribe without deducting points. Users can participate through Binance Keyless Wallet. Binance Wallet only displays the access entry, does not issue tokens, does not facilitate transactions, and does not grant equity or IPO rights.

Jensen Huang: AI labs' warnings are dishonest and have ulterior motives

According to ChainCatcher, NVIDIA CEO Jensen Huang accused the warnings from leaders of cutting-edge AI labs of being "dishonest" during an interview aired on CBS on Sunday. These warnings claim that without more AI regulation, their products could harm humanity in various ways. Huang believes there are ulterior motives behind the warnings and stated, "Read between the lines. They are not actually asking for more laws; they are asking for exemptions from our existing laws." He also mentioned that using technology to scare the public is "irresponsible" and "unnecessary." Huang's remarks align with the stance of former U.S. President Trump, who stated on Saturday that new regulations are not needed to ensure the safety of AI technology. Michael Kratsios, director of the White House Office of Science and Technology Policy, also opposed government intervention. Last week, a group of leading AI CEOs called for a slowdown in AI development, with Anthropic CEO Dario Amodei publishing related articles that received support from OpenAI CEO Sam Altman and SpaceX CEO Elon Musk. Huang reiterated that slowing down development in U.S. labs would give China an advantage and stated that more regulation is not needed, only the application of existing laws.

Kyle Samani: SOL market cap will surpass ETH, no one is really using Ethereum

According to ChainCatcher, Multicoin Capital co-founder Kyle Samani predicted in Cointelegraph's Trade Secrets program that Solana will achieve a market cap surpassing Ethereum in "this market cycle," stating that "no one is really using Ethereum today." He believes more crypto companies will choose to build on Solana due to its ease of use and stronger functionality, and Ethereum's status as the default smart contract network may gradually diminish. This prediction implies that SOL's market cap needs to grow about five times from $58 billion to exceed ETH's current market cap of approximately $293 billion. Samani expressed a "pessimistic" view on Ethereum's value capture ability, calling it "an asset worth $300 billion to $400 billion, with questionable value capture and no growth." He also pointed out that although SOL's market cap is less than one-fifth of ETH's, the Solana network has already surpassed Ethereum in weekly and monthly transaction fees—over the past 30 days, Solana generated $23 million in fees, ranking fourth, while Ethereum generated $12.6 million, ranking sixth (according to DefiLlama data). Background-wise, Samani entered the crypto space through Ethereum in 2016 but shifted to Solana due to dissatisfaction with scaling solutions, and Multicoin led Solana's early financing in 2018.

Federal Reserve's Goolsbee: Rate hikes needed if inflation doesn't fall

According to ChainCatcher, Federal Reserve's Goolsbee stated that if inflation does not fall back to the 2% target level, interest rates need to be raised. He is open to the possibility of inflation starting to decline and is willing to accept that the current inflation issue stems from supply shocks that are about to dissipate, but he hopes to see evidence that this shock is indeed fading.

On-chain perpetual contract protocol Travix completes seed round financing, Amber Group participates

According to ChainCatcher, the on-chain perpetual contract protocol Travix, focused on computing power asset trading, recently completed its seed round financing, with Amber Group as an investor, though the financing amount has not been disclosed. The funds will be used to accelerate the deep construction of perpetual contracts for computing power assets and exotic assets such as East Asian stocks, expand trading pairs for chips, storage, and other Compute-Led Real World Assets, promote the development of the "financial world model," deepen the development and deployment of a trusted AI agent trading engine, and expand global market and multilateral ecosystem construction as well as launch trading promotion incentive programs. It is reported that Travix is a new generation PerpDEX protocol built on a modular blockchain architecture, adopting a hybrid architecture of offline high-performance matching and on-chain settlement, achieving millisecond-level processing efficiency, and introducing a unified account management model. Its core directions include: perpetual contracts for computing power assets, supporting trading of hardware assets such as H100 chips and storage; financial world model, converting probabilistic events such as policy implementation and product launches into quantifiable event trading signals; trusted AI agent trading, supporting users in deploying automated strategies through the Agent Engine. Travix claims its goal is to achieve the integration of computing power assets, probabilistic trading, and trusted agents, creating a new generation of decentralized perpetual contract entry that embodies "trading is understanding the world."

Unitree Robotics' stock price drops over 50% one month after listing

According to ChainCatcher, as reported by Nikkei Asia, Chinese startup Unitree Robotics saw its stock price drop over 50% from its opening price one month after listing on the Shanghai Stock Exchange. The company's opening price corresponded to a market value of $66 billion. Reports indicate that as the IPO frenzy subsides, investors are assessing the future of humanoid robots, with retail investors paying closer attention to the potential of humanoid robots. Unitree Robotics is a Chinese robotics startup, with products covering quadrupedal robots and humanoid robots.

Data: Bitcoin spot ETF saw a net inflow of $6.2137 million last week, Blackrock's IBIT leads with $121 million net inflow

According to ChainCatcher, based on SoSoValue data, the Bitcoin spot ETF saw a net inflow of $6.2137 million during the trading days last week (Eastern Time September 14 to September 18). The Bitcoin spot ETF with the highest net inflow last week was Blackrock's ETF IBIT, with a weekly net inflow of $121 million, bringing IBIT's historical total net inflow to $64.12 billion; followed by Fidelity's ETF FBTC, with a weekly net inflow of $79.9348 million, bringing FBTC's historical total net inflow to $10.36 billion. The Bitcoin spot ETF with the highest net outflow last week was Ark & 21 Shares ETF ARKB, with a weekly net outflow of $142 million, bringing ARKB's historical total net inflow to $1.08 billion. As of the time of writing, the total net asset value of Bitcoin spot ETFs is $102.53 billion, with an ETF net asset ratio (market cap relative to Bitcoin's total market cap) of 6.29%, and the historical cumulative net inflow has reached $55.16 billion.

Tim Draper: It is irresponsible for Apple and Meta not to hold Bitcoin

According to ChainCatcher, as revealed by Bitcoin Magazine, billionaire investor and Draper Associates founder Tim Draper stated in the Bitcoin Magazine podcast that government spending has not slowed down, which will only lead to two outcomes: hyperinflation or interest rates high enough to collapse banks. He believes it is "irresponsible" for companies like Apple and Meta not to hold Bitcoin on their balance sheets. Draper suggested in the program that every company should hold at least an amount of Bitcoin equivalent to four weeks of operating expenses, every individual should hold about six months' worth of Bitcoin reserves, and every government should also hold Bitcoin as a hedge. He further explained that when banks holding cash fail, not having any Bitcoin on the board will expose them to legal and financial risks. Additionally, Draper linked his $250,000 Bitcoin price target to the next halving event and the ensuing supply shock.

Zhizhu complains about defamation in a Xiaohongshu post, ZCode has been open-sourced and rectified

According to ChainCatcher, on September 21, a netizen "Zhang Kangkang kk" revealed on social media that Zhizhu's founder and Tsinghua University professor Tang Jie personally complained through Xiaohongshu about a user post. The complaint stated that the post used phrases like "code is pretty much the same as copy, both start with c and steal code" without factual basis, fabricating rumors that Zhizhu's ZCode was involved in code theft and plagiarism, and used terms like "Uncle Tang Jie" to bind Tang Jie to the plagiarism rumors for character defamation, while utilizing AI technology to synthesize Tang Jie's image with anime materials placed in a defamatory context. The complainant believes the content constitutes malicious defamation and commercial disparagement, damaging Tang Jie's personal and Zhizhu AI's reputation, and requests the platform to take down the post and deal with the user who posted it. On the same day, Zhizhu announced that it had completed rectification regarding the independent desktop AI programming client ZCode's product safety issues based on community feedback and apologized to all users. The company has open-sourced ZCode, handing over the code to community supervision, and will establish a regular product safety vulnerability mechanism. Previously, developers discovered that ZCode had silently uploaded user local repository data without prior notice. On September 18, Zhizhu publicly apologized and urgently fixed the issue, explaining that the root cause was the "code repository indexing" feature that was enabled by default and had no option to turn it off. On September 20, Taiyuan Chengming Technology Co., Ltd. sent a letter to Zhizhu, accusing ZCode of uploading the company's data assets and trade secrets without authorization, making claims for rights protection and reserving the right to pursue legal responsibility.

Data: Ethereum Spot ETF Saw a Net Outflow of $140 Million Last Week

According to ChainCatcher, data from SoSoValue shows that the Ethereum spot ETF experienced a net outflow of $140 million during the trading days last week (Eastern Time from September 14 to September 18). The Ethereum spot ETF with the highest net outflow last week was Blackrock ETF ETHA, with a weekly net outflow of $56.0456 million, currently having a historical total net inflow of $12.96 billion; followed by Bitwise ETF ETHW, with a weekly net outflow of $33.0821 million, currently having a historical total net inflow of $394 million. The Ethereum spot ETF with the highest net inflow last week was Grayscale Ethereum Trust ETH, with a weekly net inflow of $16.2324 million, currently having a historical total net inflow of $1.93 billion. As of the time of publication, the total net asset value of Ethereum spot ETFs was $16.72 billion, with an ETF net asset ratio (market value compared to the total market value of Ethereum) reaching 5.2%, and the historical cumulative net inflow has reached $13.25 billion.

Microsoft AI Head Mustafa Suleyman: Do Not Use China's Progress as an Excuse to Oppose Setting AI Guardrails

According to ChainCatcher, Mustafa Suleyman, head of Microsoft AI, stated in a CNN program that concerns about China's progress in the AI field should not be used as a reason to oppose setting guardrails for this rapidly developing technology. He said: "I believe we should not use China as a shield to avoid advancing our own AI safety work." This statement contrasts with former President Trump's call for essentially unrestricted development of AI. Microsoft’s AI team released a declaration last Tuesday, aiming to ensure that humanity always maintains control over the AI systems developed by the company. Suleyman pointed out that regulation should not be seen as a bad thing but as a means to establish common norms and standards to enhance safety, and regulation does not necessarily slow us down. The report was published on September 21, Beijing time, according to Bloomberg.

Data: STONK Market Cap Briefly Surpasses $300 Million, Setting New Highs, 24-Hour Increase Exceeds 30%

According to ChainCatcher, data from GMGN shows that the market cap of Solana's token STONK briefly surpassed $300 million, setting new highs, currently reported at $2.99 billion, with a 24-hour increase of 33.78%. It is reported that Stonk allows users to issue meme tokens and can pair with tokenized RWA such as tokenized stocks and Pre-IPO stock tokens. Solana co-founder Anatoly Yakovenko previously retweeted related tweets about Stonk and inquired, "What is Stonk Token?" Meme coin prices are highly volatile, and investors are advised to participate cautiously.

Zhiyu: ZCode Will Soon Be Officially Open-Sourced and Undergoing Security Audits

According to ChainCatcher, domestic large model company Zhiyu (2513.HK) announced that its AI programming tool ZCode will soon be officially open-sourced. Zhiyu stated that this open-sourcing is the first step in responding to external concerns about ZCode's data processing, and in the future, it will promote ZCode to move more thoroughly toward community involvement, welcoming external downloads, code reviews, and collaborative improvements. Zhiyu has invited the China Academy of Information and Communications Technology to conduct a security audit of ZCode, focusing on verifying data retention. In the future, it will also establish a regular product security vulnerability reporting mechanism. According to technical evaluations by the China Academy of Information and Communications Technology, the status of the zcode-prod Alibaba Cloud OSS storage bucket is confirmed to be zero data in the cloud; the ZCode v3.14.0 client has completed security rectification, removing the Repo Wiki function and cutting off the local repository snapshot generation and upload link. After review by Green Alliance Technology, it was confirmed that the relevant data objects and the storage bucket itself have been deleted. Zhiyu has apologized again and asks everyone to continue monitoring. Previously, social media reported that ZCode would silently upload users' programming development data without their permission. On September 18, Zhiyu issued a statement saying that the controversy was caused by the default-enabled code repository indexing feature, and the uploaded data was destroyed after being used to generate RepoWiki. They have apologized to affected users and will provide an additional weekly quota reset as compensation for all ZCode users. On September 20, Zhiyu's MaaS platform announced that it will soon launch a feature that does not retain data content.

Ondo: Approved Institutions Can Mint Ondo Stocks Using Existing Shares

According to ChainCatcher, Ondo announced that, starting today, approved institutions can mint Ondo Stocks using their existing shares through Alpaca's Instant Tokenization Network. This feature provides institutions with a direct path from existing stock inventories to the on-chain market, currently launched on Ethereum and BNB Chain. Institutions can mint Ondo Stocks using the underlying stocks and can redeem the tokens to recover the shares. This physical conversion is built on the Ondo Stocks instant liquidity model, serving as a new path beyond cash transactions.

BitMine Increased Holdings by 27,562 ETH Last Week, Total Holdings Rise to Approximately 5.984 Million ETH

According to ChainCatcher, BitMine increased its holdings by 27,562 Ethereum last week, according to PR Newswire. As of September 20, 2026, its total Ethereum holdings reached 5,983,940, accounting for approximately 4.9% of the total Ethereum supply. Currently, the total value of cryptocurrencies, cash, and other investment assets held by BitMine is approximately $17.1 billion, including $714 million in cash and securities, 212 Bitcoin, $180 million in Beast Industries equity assets, and a $105 million investment in Eightco Holdings (ORBS). Additionally, the amount of Ethereum staked remains at 5,067,309 (85% of total holdings), valued at approximately $13.6 billion, with a current annualized staking yield of about $357 million. Furthermore, BitMine Chairman Tom Lee stated in the company's weekly report that the crypto bull market began in late June 2026, driven by a rotation of funds from AI stocks to crypto assets, the continuous strengthening of crypto fundamentals centered on tokenization and AI, and the four-year cycle hitting the bottom. So far in the third quarter, ETH has outperformed the S&P 500 by over 6519 basis points, making it the best macro asset globally. Lee believes that ETH's significant outperformance in the third quarter is a precursor to a stronger upward trend in the fourth quarter; as institutions underweighted crypto assets in the first half of 2026 due to the performance of AI stocks, a significant increase in allocation is expected in the fourth quarter, potentially providing additional upward space for the gains since June 30. Additionally, Lee will deliver a keynote speech at the Korea Blockchain Week (KBW) in Seoul on September 30.

Data: LUNA Drops Over 16% in 24 Hours, KNC Rises Over 5%

According to ChainCatcher, data from Binance spot trading shows significant market fluctuations. LUNA has dropped 16.44% in 24 hours, AVA down 7.2%, and LSK down 12.21%. Meanwhile, MASK dropped 9.5%, SKL down 13.62%, STRAX down 5.6%, XNO down 10.13%, and SYN down 6.1%. On the other hand, STG has shown a "bottoming rebound" state, with a 24-hour increase of 7.37%, and KNC reached a new high today, with an increase of 5.21%.

Crypto Wallet SecondFi Warns Against Using Affected Wallets to Claim NIGHT

According to ChainCatcher, the crypto wallet application SecondFi tweeted a reminder for users of affected wallets from a previous security incident to be aware of the risks in claiming NIGHT tokens. Some affected users will have a NIGHT token claim window on September 22, but the Midnight Foundation system only supports claims from the original wallet address and cannot switch to other unaffected addresses, as the affected wallets have permanently existing security risks. SecondFi advises users not to attempt to claim NIGHT through compromised wallets, or the tokens will face the risk of being stolen. SecondFi also clarified that the NIGHT claiming process is independently managed by the Midnight Foundation, and its wallet migration tools and asset recovery tools do not cover NIGHT claims; affected users should contact the Midnight Foundation directly. Previously, SecondFi experienced a security incident from June 21 to 23, resulting in the theft of approximately 16.1 million ADA (about $2.6 million), involving 374 wallets.

01F Group's 01Fintech Invests in Indonesian Digital Financial Platform DANA

According to ChainCatcher, global investment platform 01F Group announced an investment in Indonesia's leading digital financial platform DANA through its growth-stage fintech private equity division 01Fintech. This investment aims to support local technological infrastructure, promote financial inclusion, and serve Indonesia's real economy. Both parties will explore connecting credit and working capital for small and micro enterprises on the DANA platform, expanding services such as micro-insurance and digital savings, and leveraging the 01F Group network to explore cross-border payments. DANA has been providing digital payments, QRIS, transfers, and AI financial solutions since 2018.

SparkLabs and Mirae Asset Plan to Establish Central Asia Venture Capital Fund

According to ChainCatcher, SparkLabs Group, Mirae Asset Venture Investment, the Kazakhstan National Fund of Funds Qazaqstan Investment Corporation (QIC), and Uzbekistan IT Park Ventures have signed a term sheet to establish the SparkLabs Mirae Silk Road Fund I LP venture capital fund, managed by Mirae Asset Venture Investment and SparkLabs Group. The signing ceremony took place in Seoul during the state visit of the presidents of Kazakhstan and Uzbekistan to South Korea and the first Central Asia-Korea Summit. QIC and IT Park Ventures are both anchor investors. The new fund will invest in Series A and later-stage startups in Central Asia with validated business models ready to expand outside the region, focusing on AI-native companies. Portfolio companies will receive support from SparkLabs and Mirae Asset's global network, as well as assistance in expanding to South Korea, the United States, and the Middle East.

Goldman Sachs: AI-Related Companies Account for About 40% of S&P 500 Market Value

ChainCatcher reports that the AI wave is breaking the traditional asset diversification logic of pensions and sovereign funds, with risks spreading from technology stocks to private equity, corporate bonds, and infrastructure. Institutional investors are beginning to reassess their AI exposure across their entire portfolios. Goldman Sachs estimates that AI infrastructure-related companies account for about 40% of the total market capitalization of the S&P 500. Apollo data shows that AI-related issuances have accounted for nearly half of the investment-grade bond issuance this year and 87% of venture capital funding. Monte Tarbox, Chief Investment Officer of the New York City Retirement System, recently rejected a fundraising request due to an overweight position in a private equity fund related to AI. Institutions currently face the challenge of lacking a unified standard for measuring AI exposure. The Los Angeles County Employees Retirement Association estimates that 8% to 19% of its holdings are related to AI; a survey by Invesco of 90 sovereign wealth funds shows that more than half list market concentration as the primary risk of AI investment. Some large institutions are beginning to adopt a full portfolio approach to track AI-related exposure and the correlation between assets, while others are starting to use AI tools to monitor their own portfolios.

Bessent: AI and Trade Talks with China Very Successful

ChainCatcher reports that U.S. Treasury Secretary Scott Bessent stated to reporters after several hours of talks in New York with Chinese Vice Premier He Lifeng and other officials that the discussions were "very successful," covering topics such as artificial intelligence, trade, and investment. The talks took place on September 20 at JPMorgan's headquarters, ahead of a summit this week between U.S. President Donald Trump and Chinese President Xi Jinping. Bessent noted that both sides agreed to establish an AI dialogue aimed at reaching a common understanding of goals and threats, and they plan to meet again. Li Chenggang, China's international trade negotiation representative, stated that the atmosphere of the talks was good, and the working group would continue discussions on Monday.

Strategy Increased Holdings by 950 BTC Last Week, Total Holdings Rise to 846,000 BTC

ChainCatcher reports that according to an 8-K filing submitted by Strategy to the U.S. SEC, the company purchased 950 bitcoins at an average price of about $79,670 from September 14 to 20, totaling approximately $75.7 million, funded by USD Cash. During the same period, the company did not sell any shares through its ATM program; it also repurchased 1.7712 million shares of STRC preferred stock for $174 million, with a remaining repurchase capacity of about $875.1 million. As of September 20, Strategy held a total of 846,000 bitcoins, with a total holding cost of about $63.8 billion, at an average price of about $75,416. The USD Reserve balance was $5.04 billion, down about $57.4 million from last week (used for paying preferred stock dividends and debt interest); the USD Cash balance was $1.05 billion, down about $249.7 million from last week (including the purchase of bitcoins for $75.7 million and the repurchase of STRC for $174 million).

Kasplex KRC-20 Signature Bypass Vulnerability Causes ZEAL and NACHO Funds to Lose Up to 99.6% in KAS Side Value

ChainCatcher reports that attackers exploited a signature verification bypass vulnerability in the Kasplex KRC-20 off-chain indexer to transfer 186 million ZEAL and 54.398 billion NACHO without holding the private keys of the bridging custody wallet. They sold the tokens to the Zealous Swap liquidity pool after minting them through five forged transactions via the Igra Labs EVM layer and Kasplex L2. The affected liquidity pool's KAS side value lost between 94% and 99.6%. Igra has suspended iKAS withdrawals to Kaspa L1 and Hyperlane transfers, advising users to avoid bridging KRC-20 tokens, buying ZEAL or NACHO on L2 DEX, and adding liquidity to related pools. The consensus of Kaspa L1 and unbridged Igra assets were unaffected. Zealous Swap stated that operators need to fix the indexer and re-index historical records, rejecting empty signatures, abnormal tags, and transactions containing scripts after OP_ENDIF.

French Crypto Professional's Family Held Hostage, Approximately $46,000 in Cryptocurrency Transferred

ChainCatcher reports that a family in the northern French town of Vendin-le-Vieil was held hostage by four masked men early Sunday morning. According to BFMTV, the suspects entered the house around 4 a.m., binding the couple and their two children with tape and holding them for over three hours. The 40-year-old father, an IT expert in the local crypto industry, was taken to another room, beaten, and forced to provide access codes, resulting in approximately €40,000 (about $46,000) in cryptocurrency being transferred. According to the Béthune prosecutor's office, the four suspects fled in a car after the crime and are still at large. The 12-year-old daughter was struck in the face with car keys during the incident, and the victims are in shock, having been sent for forensic examination and receiving support from a victim assistance association. The case has been filed under organized gang kidnapping and extortion and is being jointly investigated by the regional judicial police and the French Cybercrime Office. France is the country most severely affected by such "ransom attacks," with the National Prosecutor's Office against Organized Crime recording over 70 incidents related to cryptocurrency kidnappings and illegal detentions in the first eight months of 2026. Earlier similar cases targeted wealthy individuals, including the father of a crypto millionaire, the wife of a co-founder of The Sandbox, and the CEO of Binance France, while this case's victim is merely an ordinary IT professional. Chainalysis estimates that global ransom attacks in 2026 caused losses of about $30 million, while CertiK reported losses of $124 million over six months, a twelvefold increase.

Nikkei: The Release Cycle of AI Models in China and the U.S. Shortened to an Average of 44 Days

ChainCatcher reports that according to the Nikkei, the release cycle of new artificial intelligence models in China and the U.S. has averaged 44 days since April 2026, about one-third of the previous duration. The report compiled data from five U.S. companies, including Anthropic and OpenAI, and four Chinese companies, including Alibaba Group and Moonlight, showing an average interval of 125 days from January 2023 to March 2026, which shortened to 44 days from April to September 2026. In September, OpenAI and Anthropic successively released their latest models. Meta has been upgrading Muse Spark monthly since July, and Google released an updated version of Gemini in three weeks on September 2. Grok has launched new models for three consecutive months as of August. In China, DeepSeek has been updating monthly since July, and after August, Alibaba and Z.AI, which launched the GLM series, also released new models. Anthropic announced on September 17 that as of August, 26% of its development work was dominated by AI, with over 90% involving AI participation, whereas the proportion of AI dominance was nearly zero in February of this year. OpenAI reported that in August, AI agents operated 3.1 times more than human researchers, with average daily usage of about $600 for regular researchers, and the top 10% exceeding $7,000; the amount of code written by programming in August reached seven times the average level of 2025.

Federal Reserve and Bank of England Strengthen Risk Exposure Review

ChainCatcher reports that according to the Financial Times, the Federal Reserve and the Bank of England are strengthening their review of banks' and trading firms' risk exposures.

U.S. House Committee Advances Bitcoin Reserve Bill: Proposed 20-Year Holding Period

ChainCatcher reports that the U.S. House Financial Services Committee passed the revised H.R. 8957 "U.S. Reserve Modernization Act" by a vote of 28 to 21, proposing to incorporate the U.S. strategic Bitcoin reserve and digital asset reserve program into federal law. The bill proposes that Bitcoin legally held by the federal government with no other statutory use must be held for at least 20 years from the effective date of the bill, during which it cannot be sold, exchanged, auctioned, pledged, or otherwise disposed of. The bill still needs to be passed by the House and Senate and signed by Trump. It also requires the Treasury to establish relevant reserves within 180 days of the bill's enactment and to publish annual reserve proof reports covering holdings, transactions, and private key control. The Treasury and Commerce Department will explore legal and budget-neutral ways to increase Bitcoin holdings, but this provision does not authorize direct purchases.

Kalshi Executive Responds to Volume Manipulation Allegations

ChainCatcher reports that IcoBeast.eth, head of Kalshi's crypto business, posted a response to external allegations regarding Kalshi's crypto prediction market volume manipulation and self-clearing members (SCM). He stated that the Artemis chart displays the proportion of prediction market trading volume, not perpetual contract trading volume; Kalshi does not provide rebates for the crypto prediction market, and the calculation method for the number of contracts and nominal amounts in the prediction market is consistent with other prediction markets, making it comparable. Regarding the claim that "SCM is a market maker selected by Kalshi," he stated that this is not true. Any institution that meets regulatory requirements can become a self-clearing member of a CFTC-regulated exchange, and "fair access" is also one of the regulatory requirements. He also noted that all exchanges improve liquidity through rebate and incentive programs, including CME, Hyperliquid, and Binance. Regarding Kalshi's perpetual contract business, he acknowledged that it is still in its early stages but stated that unlike offshore perpetual contract trading platforms, Kalshi needs to publicly declare incentive programs, so related incentive arrangements can be publicly viewed.

Meme Popularity Rankings

According to the meme token tracking and analysis platform GMGN, as of September 22, 08:45,

The top five popular ETH tokens in the past 24 hours are: wildebeest, MOTO, ZAMA, PEPE, UNI

The top five popular Solana tokens in the past 24 hours are: STONK, CLIP, FAMILY, PAID, +++++

The top five popular Base tokens in the past 24 hours are: Basecat, VVV, SOL, PLAY, CP

What are the Noteworthy Articles to Read in the Past 24 Hours?

The Holy Grail of DeFi in My Heart

Spark is based on the "central bank" of "commercial banks," possessing a relatively complete capital distribution model (Spark liquidity layer + Sparklend lending), and establishes a foreign exchange conversion layer for stablecoins through USDS, providing liquidity exchange for emerging stablecoins such as RLUSD and pyUSD. DeFi has just begun, and the next four years will be a period of deep integration between DeFi and U.S. finance. The U.S. distributes U.S. assets through blockchain, and some profits from U.S. stocks are converted into BTC and gold assets, creating a cycle of mutual growth. The "DeFi central bank" and the commercial banks relying on the "central bank" will experience a significant development period.

Binance's Pre-Access: Is it the Next Round of Innovative Narrative?

Pre-Access is closer to the latter category, replacing the selling method. The subscription price is set by the provider, and Binance does not verify it. The quota is allocated based on Alpha points level and bStocks on-chain activity. Therefore, whether Pre-Access can become Binance's next round of innovative narrative depends on whether subsequent projects can supplement the participation of target companies, underlying assets, and redemption arrangements, as well as whether exits no longer rely solely on the secondary market.

Binance's Altcoin Elimination Tournament: The Survival Rules Behind 294 Delists

For Investors: Beware of False Liquidity, Track Rigid Risk Control Indicators to Avoid High Trading Volume Traps: Remain cautious of assets with high trading volume but low FDV or low OI, as these assets are often illusions created by wash trading, facing liquidation and delisting risks at any time. Set Delisting Warning Lines: Set the spot FDV < $10M and contract OI < $1.0M as high-risk delisting thresholds, promptly liquidate or reduce leverage to avoid liquidity discounts and liquidation losses. Differentiate Shelf Elimination Logic: Old DeFi/Gaming projects with shrinking FDV need to guard against spot delisting; new narrative projects from the past two years with insufficient contract OI need to guard against chain reactions from derivatives delisting.

Bank of America Research Report: Rising AI Security Concerns, Cybersecurity Becomes One of the Few "Mutually Beneficial" Sectors in AI Narrative

If the threat perception of AI agents continues to rise, whether security spending can exceed current expectations will determine whether these three stocks can shift from valuation expansion to profit-driven increases. Disclaimer: This article is a compilation and interpretation of third-party brokerage research reports (Bank of America, September 18, 2026) by Chao Xiang Research, combined with publicly available market information. The ratings, target prices, earnings forecasts, and related judgments quoted in the text are the views of the brokerage analysts and only represent the positions of their respective institutions, not the views of Chao Xiang Research, and do not constitute any investment advice. The market has risks, and decisions should be made independently. This article should not be used as a basis for buying or selling any securities.

Moscow Faces "Largest Scale Attack," Ukraine "Hits Key Russian Oil Industry Facilities," Global "Refining Crisis" Intensifies

Research from the Center for Strategic and International Studies (CSIS), the Dallas Federal Reserve, and Columbia University indicates that U.S. refining capacity is highly concentrated along the Gulf Coast, with its infrastructure designed entirely for export markets. Domestic oil pipelines are currently nearing full capacity, and global tanker capacity is tight. CSIS emphasizes in its report that if a ban is implemented, Gulf Coast refiners will inevitably cut refining activities significantly due to lack of profitability. This will lead to a decrease in domestic gasoline and diesel supply, partially or completely offsetting the initial inventory accumulation, ultimately creating upward pressure on domestic oil prices that the ban intended to suppress, and inevitably triggering further price surges in other regions of the world.

Nexblock and RootData Data Collaboration Launched, "Web3 Radar" Officially Online

RootData's Chief Information Officer (CIO) Quanyu stated, "We are pleased to officially launch Web3 Radar in Nexblock. This launch is an important progress in providing substantial value to users through our data collaboration." He further stated, "RootData is committed to building a comprehensive and trustworthy data infrastructure for the global Web3 ecosystem. We hope that through this data linkage, Nexblock users can gain deeper insights into project activities, investment financing trends, and token market movements, and make decisions based on sufficient information." Nexblock will continue to collaborate with RootData in the future to continuously upgrade data-driven services, making it easier to convey global Web3 project and investment trends, market data, token unlocking information, and more to users in South Korea.

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