Citi Group strategists said on Wednesday that they have stopped out of their short USD/CAD recommendation after the Federal Reserve appeared more hawkish than expected. According to Sina Finance, the team led by Daniel Tobon said they initially entered the trade on September 2, when they expected the Fed would not be more hawkish than market pricing and the Bank of Canada sounded more hawkish at the time. The strategists said their view on the Fed was wrong, and Wednesday's meeting lifted expectations for further rate increases, pushing the U.S. dollar higher. On September 2, the team said it was short USD/CAD at 1.3854, with a target of 1.35 and a stop-loss at 1.3990; by Wednesday afternoon in New York, USD/CAD was trading around 1.3990, up 0.5% on the day.

According to Wallstreetcn, Blackstone Group and Brookfield have teamed up to bid for GFL Environment Inc., in what could become the largest leveraged buyout deal so far in 2026.

According to Wallstreetcn, Fed Chair Kevin Warsh held the shortest press conference ever after a regular policy meeting on September 16, lasting about 30 minutes, and said he would not offer forward guidance on the Federal Reserve's future actions. A task force he set up will review communication mechanisms, including how the Federal Reserve conveys policy deliberations and decisions amid uncertainty.

According to Wallstreetcn, U.S. President Donald Trump said the U.S. could impose high tariffs on Europe if admitting Canada as an observer state is deemed a hostile act, and that the U.S. will impose tariffs if Europe takes malicious measures.

The theft of more than 153 million US and Canadian driver’s licenses earlier this month has renewed scrutiny of how identity data is collected and stored. According to Cointelegraph, the leaked IDs appeared to come from an identity verification provider and were later found on a dark web identity service called Nexus, alongside millions of other stolen identity and travel documents. The issue gained further attention this week after fintech Revolut said a hacker had tricked the company into handing over sensitive customer data, including passport copies and verification selfies. The hacker is now releasing the identification documents of 680 customers online while seeking a $3 million ransom in Monero. The incidents have intensified criticism of Know Your Customer systems, which are intended to improve financial security but often require companies to store large amounts of sensitive information that can become targets for criminals. In the first half of 2026 alone, US data breaches affected at least 343 million people, according to the Privacy Rights Clearinghouse, while zero knowledge proofs already offer a way to verify identity without storing documents. Efrat Fenigson, host of You’re The Voice podcast, said regulators are still mandating a model that creates these risks even though the technology to verify without storing documents already exists. She said this suggests a lack of rational thinking and real will to solve the problem. The article argues that KYC systems have evolved around the assumption that institutions should inspect passports or driver’s licenses, record the relevant details and keep evidence of the check. That approach has created a broad ecosystem of identity providers, databases, vendors and compliance systems, each holding separate copies of sensitive data. In the Revolut case, the hacker reportedly requested KYC data from a legitimate Italian law enforcement address, and Lyudmyla Kozlovska, Open Dialogue president, said on X that EU laws left Revolut with no practical choice but to comply. Susie Violet Ward, director and co-founder of Bitcoin Policy UK, said the real issue is storing ID data unnecessarily and argued that identity verification should not be treated as the same thing as surrendering identity. She added that if a company only needs to know whether someone is over 18, it should not automatically require a full name, address, exact date of birth and a permanent copy of identity documents. Evin McMullen, chief executive and co-founder of Billions Network, said the technology works in production today, but the compliance stack was built around collecting and storing document copies. She described the problem as a governance and standards issue rather than a technology issue. The article says zero knowledge proofs could reduce the need to hoard identity documents by allowing someone to prove a fact without revealing the underlying details. It notes that the European Union is already incorporating ZK technology into digital identity and age verification systems, including privacy-preserving age checks and a Digital Identity Wallet that supports selective disclosure. McMullen said regulation and understanding remain the biggest barriers, adding that compliance teams often confuse seeing an ID with needing to keep it. She also pointed to interoperability challenges, saying cryptographic proofs are only useful if the relying party can verify them without contacting the issuer. The article adds that ZK technology does not automatically solve every privacy or security issue, because the credential still matters if it is tied to an account in someone else’s database. It also says the rules are not always as strict as they appear: the Financial Action Task Force’s guidance considers digital ID systems for customer due diligence, and its recommendations leave countries to implement standards through their own legal and regulatory systems. McMullen said many regimes require verification and record retention, not permanent storage of raw document images. Still, because the guidance is ambiguous, institutions often keep everything to avoid problems with auditors and examiners. Ward said regulation tends to favor more information because it is seen as more control and more safety. The article concludes that broader adoption may depend on explicit rule changes allowing zero-knowledge proofs, while McMullen said, “You cannot lose what you never held.”

OpenAI Chief Executive Officer Sam Altman is poised to attend a state dinner US President Donald Trump is holding for Chinese President Xi Jinping, according to Bloomberg. The dinner is scheduled as Trump hosts Xi Jinping.

Bitcoin miners have signed more than $100 billion in AI contracts, but their annualized revenue remains only about $1.1 billion. According to NS3.AI, more than 4 gigawatts of AI and high-performance computing capacity is under contract, while only about 550 megawatts is currently billing. The report said miners with AI or HPC agreements trade at an average of 12.9 times next-12-month sales, compared with 3.7 times for miners without such agreements.

Oil extended its biggest drop in more than six weeks as signs pointed to easing Middle East supply disruptions, with a key pipeline being restored, according to Bloomberg.

中央集権型取引所は遅かれ早かれ舞台から退くことになる。体面を保っての閉鎖は、単に債務返済義務を果たすに過ぎない。返済を慈善行為であるかのように美化してはならない。

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OSLが香港の現物取引とステーブルコイン取引量の両方で首位に立った。ステーブルコインのインフラが取引を後押しするという動きが、取引所の競争における新たなパラダイムとなりつつある。

スタンダードチャータードはARBに10ドルの目標株価を設定し、Robinhood Chainに賭けているが、収益はDAOの金庫に流れ込む。

1ヶ月間、ロックアップ期間でもなければ、ネットワークが混雑していたわけでもなく、イーサリアムがバリデーターの参加ペースを意図的に制限した結果です。

FRBの会合において、真に取引の価値があるのは、ほぼ完全に織り込み済みとなっている25ベーシスポイントの利上げそのものではなく、ウォッシュ氏がこれを機に政策の主導権を取り戻せるかどうかという点であり、米国株・債券・為替および金の価格決定ロジックを動かす鍵も、まさにここにかかっている。

米国の仮想通貨に関する新規制の採決が再び否決され、可決までわずか11票足りなかった。

上場鉱山企業のキャッシュコストが仮想通貨価格を下回る状況となり、多くの鉱山企業が採掘を停止してAIへ転換する一方、すでに電力供給が整っている採掘拠点は希少資産として再評価されている。

ジェンセン・フアン氏、「懸念は過大評価されている」と述べる

現在の米国株の割高状況を分析し、新興市場への投資配分を増やすべきかどうかを検討する。