Bitcoin Reclaims $81,000| WEEX TradFi Daily Brief (September 21, 2026)

Opening Summary

1. Bitcoin reclaims $81,000 and Ethereum recovers to about $2,630, as rate hike and regulatory headwinds are partially priced in.
2. NEAR rises about 19% in 24 hours to lead major coins; BP surges about 34% to an all-time high.
3. U.S. equities end mixed on Friday; chip and storage names extend their recovery; energy holds up on elevated oil prices.
4. No major earnings on September 21 ET; focus shifts to Goolsbee remarks and the Chicago Fed National Activity Index.

1、Crypto Market Highlights

1）Bitcoin Reclaims $81,000; Ethereum Tops $2,600

Bitcoin rallied about 5.8% on September 18 ET to break above $81,000 and continued to consolidate around $80,700–$81,300 over the weekend; Ethereum climbed in tandem to about $2,610–$2,640. The market believes the negative impact from the rate hike and the failed procedural vote on the digital-asset regulatory bill has been partially priced in, while spot ETFs still posted small net inflows on the week. The near-term key lies in the probability of another hike in October and the $81,500 resistance.
Watchlist: BTC, ETH
Spot: BTC / ETH
Futures: BTC / ETH

2）NEAR Gains About 19% in 24 Hours, Leading Majors Again

NEAR is currently trading around $4.08, up about 19.2% in 24 hours within a range of $3.43–$4.29, with its market cap rising to roughly $5.5 billion. The drivers include the launch of confidential perpetual contracts, Confidential Intents TVL surpassing about $70 million, and AI computing points for 43 models. Both turnover and open interest are expanding; watch for pullbacks after leverage crowding builds up.
Watchlist: NEAR
Spot: NEAR
Futures: NEAR

3）BP Jumps About 34% in 24 Hours, Hitting an All-Time High

BP briefly broke above $0.90 earlier today and has since pulled back to around $0.84, up about 34% in 24 hours. The driver is the U.S. SEC's innovative exemption opening up tokenized stocks, with Backpack having launched 7×24 live U.S. equity trading, leading BP to be re-rated as an "on-chain brokerage" token.
Watchlist: BP
Spot: BP

4）RWA Sector Advances; CFG, HBAR, ONDO and ALGO Outperform

Real-world asset protocol tokens are strengthening alongside the recovery in risk appetite, with CFG, HBAR, ONDO and ALGO leading gains. Expectations for on-chain Treasury and credit tokenization remain intact, but higher real rates after the hike will cap the upside of richly valued RWA tokens, with capital favoring names that have tangible settlement and issuance traction.
Watchlist: CFG, HBAR, ONDO, ALGO
Spot: CFG / HBAR / ONDO / ALGO
Futures: HBAR / ONDO / ALGO

2、Market Highlights

1）U.S. Stocks End Mixed on Friday; Chip and Storage Stocks Extend Recovery

Last Friday, the three major U.S. indexes closed mixed, with chip, storage and optical-module stocks mostly higher; trading has been quiet and range-bound since the weekend, with stock index futures opening slightly higher by about 0.2%–0.4%, extending the chip and storage recovery without a significant gap. Watch whether the recovery is sustainable.
Watchlist: SNDK, AMAT, COHR
Spot: SNDK / AMAT / COHR
Futures: SNDK / AMAT / COHR

2）Energy Supported by Oil Prices; Elevated Crude Reinforces Sticky Inflation Pricing

Crude oil remains elevated and has helped energy stocks hold up relatively well, with Middle East supply premiums continuing to be priced into risk. Higher oil prices make it harder for the market to trim expectations for another rate hike this year, with energy acting as a hedge against long-duration tech. Investors are watching whether supply disruptions can persist and how they squeeze rate-sensitive positions in SPY and QQQ.
Watchlist: XLE, CVX, XOM
Spot: CVX / XOM
Futures: XLE / CVX / XOM

3）Crypto Financial Stocks Remain Strong as BTC Climbs to $81,000

BTC climbed above $81,000 last Friday and has since held near those highs. Coupled with the positive catalyst of the SEC's innovative exemption for tokenized stocks, crypto-financial concept stocks have rallied sharply. Risk appetite is recovering across both crypto and equity markets, with capital concentrating in the crypto-financial sector and related names seeing rising turnover and attention. After the sharp near-term run-up, watch for high-level volatility and pullbacks.
Watchlist: COIN, CRCL, MSTR
Spot: COIN / CRCL / MSTR
Futures: COIN / CRCL / MSTR

4）Gold Consolidates Under Pressure Amid Higher Real Rates

After the rate hike and oil-driven rise in nominal yields, gold has struggled to maintain a trend higher and is serving more as a geopolitical hedge than a one-sided long. If officials this week reaffirm another rate hike this year, gold and silver could continue to give way to energy.
Watchlist: GOLD
Spot: GOLD
Futures: GOLD

3、Today’s Preview

No major corporate earnings today; the macro focus is on the Chicago Fed National Activity Index and Goolsbee's speech. Consumer earnings and PMI releases this week will determine demand pricing after the rate hike.

1）Chicago Fed National Activity Index & Goolsbee Speech — 06:30/08:30 ET September 21

Investors are watching whether the activity index confirms a growth slowdown and how Goolsbee describes inflation and the oil-price shock after the September rate hike. Any remarks leaning toward another hike in October would directly roil SPY, QQQ and the 2-year Treasury.
Watchlist: SPY, QQQ, IEFA
Spot: SPY / QQQ / IEFA
Futures: SPY / QQQ / IEFA

4、Trade Global Markets on WEEX

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5、WEEX Proof of Reserves

WEEX provides a proof-of-reserves page for users to review reserve and asset-backing information.
View WEEX Proof of Reserves: https://www.weex.com/proof-of-reserves