Garrett Jin's ZEC short position resulted in a floating loss of $33.66 million, while BTC's long position earned a profit of $4.5 million

On Friday, September 19th, approximately $96 million worth of short-term call options flooded into SNDK, MU, INTC, and MRVL, with SNDK rising over 11% at one point. These options expire on October 2nd, with a total premium of approximately $96 million. Market speculation suggests that the transaction is related to AI investor Leopold Aschenbrenner, whose fund Situational Awareness held approximately $5.7 million in SNDK and $5.6 million in MU at the end of June. Nomura strategist Charlie McElligott previously discovered that approximately $315 million in option premiums flowed into AI and semiconductor targets. At present, the SEC filing has not disclosed the buyer's identity. (Source: CNBC, Financial Times)

SEC Commissioner Paul Atkins stated on a television program that regardless of whether the Bitcoin Clarity Act is passed or not, the SEC and CFTC will introduce clear cryptocurrency regulatory rules. （The Bitcoin Historian）

Polygon Foundation CEO Sandeep Navarre stated that Polygon plans to permanently destroy 100 million POL, and the relevant contracts have been deployed to the testing network. After the Security Council completes the final signature, they will be launched on the main network, and the community can continue to destroy POL that enters the cost collector on a quarterly basis thereafter. Since January 2026, POL has entered a deflationary state, with network infrastructure costs continuously entering the cost collector. Currently, approximately 121 million POL have been accumulated, and Polygon's revenue from 2026 to date is $24.5 million.

[Federal Reserve Raises Interest Rates by 25 Basis Points, Spot Gold Prices Volatile] The Federal Reserve announced a 25 basis point rate hike. Spot gold prices initially fell and then rose, with some funds contrarianly buying gold. Nobel laureate Robert Lucas analyzed the market pricing mechanism, pointing out that investors need to understand the true logic behind portfolio changes and the core factors driving market pricing. (Source: Federal Reserve) AI Interpretation: The Federal Reserve's rate hike directly tightened dollar liquidity, significantly raising the opportunity cost of holding non-interest-bearing assets. After a brief period of risk-averse selling, the market quickly shifted, reflecting investors' reassessment of the long-term monetary policy trajectory. This decision reinforces the continuity of the tightening cycle, forcing capital to reevaluate the risk premium of asset portfolios. The volatile movement in gold prices reveals the intense struggle in the market between resisting high-interest-rate pressures and seeking safe-haven value.

According to AiCoin monitoring, the net inflow of US spot BTC ETF reached $433 million yesterday, the highest daily net inflow since September 10th. Among them, FBTC had the largest inflow of funds, reaching 311 million US dollars; Next is IBIT, with an inflow of $108 million. According to the "Spot BTC ETF Tracking" real-time trading strategy developed by AiCoin, there is a significant positive correlation between the inflow of ETF funds and BTC prices. Subscription indicators can be used to automatically place orders based on the flow of funds in the program. Data for reference only