BeInCrypto Global

Citi Research questions whether the Federal Reserve (Fed) needs the aggressive hikes markets are pricing in. The bank holds that view even as it forecasts global headline inflation of 3.5% this year.
The Fed raised rates in September, which Citi links to a durable economy and inflation above target. However, a team led by Global Chief Economist Nathan Sheets sees a weaker case for aggressive tightening ahead.
How Does Citi Weigh Inflation Against Fed Hikes?
Citi says Brent crude remains near $105 a barrel. That has pushed its global inflation forecast nearly a full percentage point above its start-of-year estimate.
Meanwhile, refined fuels are tighter still. Citi says diesel prices have risen nearly 50% more than crude oil, and gasoline roughly 20% more.
Core inflation, which strips out food and energy, is also higher. Citi has lifted its forecasts for many major economies by about 50 basis points (0.5 percentage point) since February.
However, longer-term inflation expectations remain anchored across major economies, according to Citi. The bank reads that as a sign investors still trust central banks.
US inflation rate over the past 12 months. Image Source: Trading Economics.
Similarly, J.P. Morgan expects a short cycle, with one more December hike.
What Is Pushing Global Yields Higher?
Of the 27 major central banks Citi tracks, 20 now carry higher rate forecasts than in February. Over the same period, 10-year government bond yields in many countries have risen 60 to 100 basis points.
Citi names a rising neutral rate, the level that neither stimulates nor slows growth, as one driver. At 3.2%, the Fed’s estimate now sits 70 basis points above its early 2024 level.
Another driver is artificial intelligence (AI) investment, which Citi says increasingly relies on long-term credit markets.
In Asia, Citi expects the Bank of Japan to hike three more times by the end of 2027. That would lift its policy rate to 2%.
Meanwhile, Washington is watching Japan’s bond market closely, since Japan holds more Treasuries than any other foreign country.
Citi adds that AI spending is also flowing through technology supply chains to South Korea, Taiwan, and China.
Citi judges the inflation fight winnable but unfinished. Sustained $100 oil, it says, would tilt risks toward higher inflation and weaker growth.

AI agents and other bots now generate about 57% of web requests, according to Cloudflare data. Internet infrastructure stocks, which carry that traffic, are climbing.
Cloudflare CEO Matthew Prince expected bots to pass humans by the end of 2027. Instead, he said, it happened in May.
Who Profits When Bots Send Most Web Traffic?
These companies run content delivery networks (CDNs), server hubs worldwide that speed up and secure web traffic. More automated requests mean more demand for that capacity, CNBC’s Jim Cramer argues.
Cramer said Cloudflare (NET) is up 121% from its February low. Akamai (AKAM) has gained 51% from its November low, and Fastly (FSLY) is up 159% this year.
Akamai’s latest catalyst is Anthropic. The company announced an $11.6 billion, seven-year commitment from the AI lab on September 24, according to its SEC filing.
The contract covers Anthropic’s central processing unit (CPU) workloads. It also gives the AI lab a warrant to buy up to about 5% of Akamai’s shares.
Shares jumped as much as 16% the next day, CNBC reported. Cramer said they have since given back those gains and more.
Akamai expects no change to 2026 revenue guidance. It plans to spend about $1.7 billion more this year on components such as memory.
Is Akamai Really Cheaper Than Cloudflare and Fastly?
Cramer called Akamai cheap at under 16 times this year’s earnings estimates. He put Cloudflare at 279 times and Fastly at more than 50.
Cloudflare has seen steady growth for the past six months. Image Source: Trading View
He tied Akamai’s discount to a year of heavy spending. Cloudflare’s revenue growth has accelerated for about a year, he said.
Goldman Sachs strategist Peter Oppenheimer sees risk across the sector. He warned of an earnings bubble in tech, pointing to heavy borrowing and AI spending that is outpacing cash flow.
Cloudflare CEO Prince wants AI companies to pay for the content their crawlers collect. On September 15, Cloudflare launched a setting that lets sites refuse AI training while staying in search results.
Apple and Google already honor the opt-out, while Microsoft plans support in early 2027, according to Cloudflare.
Prince says automated traffic could reach 1,000 times human traffic within five years. Whether AI firms pay for it may decide who funds the infrastructure behind it.

Jeremy Siegel says 30-year inflation-protected Treasury bonds now deliver real returns of about 3.35%, a level not seen in decades. That yield is squeezing the case for owning stocks.
Siegel, Wharton School finance professor and chief economist at asset manager WisdomTree, said that stocks still beat bonds. However, that cushion is shrinking as Treasury yields hit levels last seen in 2002.
Do Stocks Still Beat Bonds on Real Returns?
During his CNBC interview, Siegel pointed to Treasury Inflation-Protected Securities (TIPS), which pay a fixed return above inflation. He said the 30-year version has not yielded this much in 20 to 30 years.
By his math, a market valued at 20 times earnings returns about 5% above inflation. That leaves roughly 1.65 percentage points of reward for taking stock risk, a gap he said is shrinking.
Meanwhile, the 10-year Treasury yield touched 5.33% on Thursday, according to Bloomberg.
Why Is Big Tech Shrugging Off Higher Rates?
Siegel said the Magnificent 7, the seven mega-cap stocks led by tech, earn profit margins of 50% to 70%. In contrast, companies outside tech earn 7% to 10%.
Higher borrowing costs therefore take a bigger share of those thinner profits. Siegel said that has stalled the rotation into broader stocks seen in the first half.
The strain shows, since about 75% of stocks fell in the S&P 500 in September while the index edged higher.
Siegel, who urged a September hike, also said the Fed needs two more increases this year. The central bank’s own projections point to one more.
Siegel suggested Fed Chair Kevin Warsh could steer colleagues to skip October and hike a half point in December. The October meeting falls six days before the midterm elections.
Still, Fed Vice Chair Philip Jefferson said Thursday that colleagues may need more time to judge the next move.
Robert Kaplan, a Goldman Sachs vice chairman and former Dallas Fed president, says traders already demand a Warsh premium. That extra yield reflects uncertainty over the Fed chair. If real yields hold near 3%, stocks may need stronger earnings to justify current valuations.

Nike earnings beat Wall Street’s forecast in the fiscal first quarter on lower costs, not sales growth. Yet CEO Elliott Hill’s turnaround plan comes with a guided high-single-digit revenue decline for fiscal 2027.
Earnings of 48 cents a share topped the 43-cent consensus. Revenue of $11.21 billion, however, missed the $11.32 billion forecast, and net income still fell 2%.
Where Do Nike Earnings Hide the Sales Problem?
Revenue fell 4% to $11.2 billion, Nike said. Greater China and Europe, the Middle East and Africa led the drop.
Greater China revenue fell 22% to $1.18 billion, or 26% excluding currency effects. Earnings before interest and taxes in the region dropped 34% to $248 million.
Elsewhere, Nike told analysts that Sportswear, just under half of revenue, fell by a low double-digit percentage. Planned cuts to the Dunk sneaker, where revenue dropped nearly 50%, explain part of that.
Similarly, revenue at Jordan Brand, which makes up 13% of Nike’s business, slid by a mid-teens percentage.
Zachary Warring, an equity analyst at CFRA Research, expects Jordan to stabilize in coming quarters, later than CFRA expected.
“I think Jordan is an operating issue right now.”
Zachary Warring, Equity Analyst at CFRA Research, speaking on Bloomberg
Can Cost Cuts Substitute for Growth at Nike?
Nike’s Pace restructuring, which builds on a March cost-cutting round, targets about $2.5 billion in total savings by fiscal 2031.
Layoffs start in 2027, CNBC reported, and mark the company’s third round of job cuts this year. The plan carries about $1 billion in pretax charges through fiscal 2031.
Cheaper warehousing and logistics lifted gross margin by 0.6 percentage point to 42.8%. In contrast, the prior quarter’s beat leaned on a one-time tariff refund.
However, Nike guided to adjusted earnings of $1.15 to $1.35 a share for the fiscal year ending in May. That figure excludes about 15 cents of Pace restructuring costs.
Warring, who keeps a buy rating, found that guidance disappointing but called Pace a good start before reading its details.
“Nike can earn north of $3 a share pretty easily if they really focus on operating efficiencies.”
Zachary Warring, Equity Analyst at CFRA Research, speaking on Bloomberg
Who Captures the Sales Nike Is Losing?
Hill took over in October 2024. Warring said this quarter looked like one he would have expected two or three quarters in, not two years in.
Shares fell about 8% in after-hours trading Thursday, Investing.com reported. They had already lost roughly 40% this year, which made Nike the Dow’s worst performer by mid-September.
Shares fell sharply overnight. Image Source: Trading View
Running rivals Hoka and On are doing well in the US, Warring said. In China, however, he said Nike may have to compete on price against local brands, which would hurt margins.
Nike’s $2.5 billion savings estimate comes before any reinvestment. Its investor day in November may show how much flows back into competing with Hoka, On, and local Chinese brands.

The US Treasury used its full $6 billion limit in Thursday’s bond buyback, retiring older long-term debt early. The move came as the 10-year Treasury yield touched 5.342%, its highest since April 2002.
A yield is the return investors demand to lend to the government. When it climbs, mortgages, business loans, and federal borrowing all cost more, and Bitcoin (BTC) has struggled to hold its gains.
Bitcoin Price Performance and US Treasury Yields. Source: TradingView What Did Treasury Actually Buy in Its $6 Billion Bond Buyback?
In a buyback, the government repays some of its bonds before they mature.
Investors offered $46.4 billion of bonds, according to Treasury’s results. Treasury took $6 billion, spread across just two of 41 eligible bonds.
Both pay low interest and mature in 2041 and 2042. Treasury paid about $67 and $76 for every $100 of face value.
At those prices, retiring $6 billion of debt cost roughly $4.47 billion in cash.
BREAKING: 🇺🇸 The US Treasury just bought back $6 billion in long term bonds today. pic.twitter.com/0cGO0RYZUO
— Bull Theory (@BullTheoryio) October 1, 2026
Recent operations fell short of the cap, Reuters reported. That sparked debate over whether the program supports trading or targets cheap pandemic-era bonds.
Why Yields Keep Climbing Despite Bigger Treasury Buybacks
Treasury expanded long-term operations on August 19, from $2 billion to at least $4 billion each. The larger program runs from September 9 to November 4.
Long-term yields had surged on wider deficits, above-target inflation, and heavy borrowing by tech firms funding AI. Treasury Secretary Scott Bessent signaled more was possible.
“We are going to make a market in these. We routinely do buybacks, and we’re going to increase the size of the buyback … it could be more than $4 billion per issue,” Bessent said.
Thursday’s data offered little relief. A survey gauge of what US factories pay jumped to 77.9, while oil sat near $91, per FXEmpire.
Bitcoin topped $85,000 on Wednesday after cooler PCE inflation data, the Federal Reserve’s preferred price gauge. It now trades at $84,624, up 0.9% in 24 hours, according to BeInCrypto price data.
Bitcoin Price Performance. Source: BeInCrypto
Not everyone sees danger. ARK Invest CEO Cathie Wood argued a 10-year yield above 5% reflects a working market.
Friday’s jobs report is next, and the expanded buybacks have five weeks left to pull borrowing costs lower.

XRP price achieved a historic milestone this year: July, August, and September all closed positive for the first time, not just the quarter as a whole.
That distinction matters, since past years saw positive quarters even when one month within them still closed red.
XRP Monthly Price Performance. Source: CryptoRank A Historic Financial Quarter for XRP
In prior years, XRP’s third quarter sometimes finished positive overall, but at least one of its three months still closed red. This year broke that pattern completely, according to CryptoRank data.
July gained 2%, August added 30%, and September rose 7.95%, producing a combined quarterly gain above 43%.
Institutional demand through U.S. spot XRP ETFs fueled the move, alongside a short squeeze in September and sustained exchange outflows. Exchange balances dropped from roughly 12.9 billion to 11 billion XRP since April.
XRP price now trades near $1.50, with a market cap around $95 billion. The weekly chart recently broke a descending trendline that had capped price since July 2025.
XRP Price Performance – 3 Months. Source: BeInCrypto Can XRP Price Repeat This Feat in Q4?
History sends mixed signals here. October has been XRP’s weakest month on average. Its mean return sits near -4.71%, with red closes in both 2024 and 2025. The broader fourth quarter looks far more favorable, averaging a 13.3% gain thanks to historically strong November and December performances.
Analysts expect some turbulence before any larger move higher, including volatility and sideways trading ranges. Ripple’s Swell conference in late October, institutional developments, ongoing ETF inflows, and Federal Reserve policy decisions all remain key catalysts to watch.
A sustained weekly close above $1.70 would strengthen the case for gains into November and December.
XRP: THE LEVEL TO WATCH$XRP appears to be developing a symmetrical triangle on the hourly chart.Now, everything comes down to $1.54.I’m waiting for an hourly close above $1.54 to confirm the breakout.If that happens, the pattern could trigger roughly a 10% rally toward… pic.twitter.com/3RqQoCsYfk
— Ali Charts (@alicharts) September 30, 2026
Failure to hold current levels could invite a deeper pullback toward the $1.30 to $1.40 support zone. Repeating three straight green months would require XRP price to avoid October’s seasonal weakness first. The monthly streak already proved the asset can sustain momentum across an entire quarter.

Securities and Exchange Commission (SEC) Chairman Paul Atkins admitted today that federal securities rules have failed to keep pace with Bitcoin’s rapid growth since its launch in 2008.
The agency responded with a new proposal designed to modernize how advisers and funds custody crypto assets.
Since the advent of Bitcoin in 2008, the crypto asset market has grown from a niche curiosity into a multi-trillion-dollar asset class to which investors actively seek exposure. Unfortunately, our rules and regulations have not kept pace.To that end, today’s proposal would… https://t.co/9C5LvRb8b5
— Paul Atkins (@SECPaulSAtkins) October 1, 2026
What Is the SEC’s New Crypto Custody Proposal?
The proposal amends the Investment Advisers Act and the Investment Company Act to create clearer custody rules for digital assets.
It lets registered investment advisers and regulated funds, including mutual funds, hold crypto under a framework built for today’s market instead of decades-old guidance.
Atkins said current rules “have not kept pace” with an asset class that grew from a niche experiment into a multi-trillion-dollar market. He framed the proposal as a replacement for the uncertainty created by outdated custody standards written long before crypto existed.
“To that end, today’s proposal would provide a clear regulatory framework for the custody of crypto assets, giving investment advisers and funds a compliant pathway where none existed before—and replacing the grey of uncertainty created by custody rules crafted for a bygone era,” Atkins said in an official statement.
Two provisions stand out.
Advisers could let clients self-custody crypto assets under specific conditions.
State-chartered trust companies could also qualify as custodians, expanding beyond the banks and broker-dealers that traditionally held that role.
The proposal arrives weeks after the CLARITY Act stalled in the Senate. Lawmakers failed to advance that broader market-structure bill on September 15, leaving the SEC to act through rulemaking instead.
Bitcoin (BTC) Price Performance. Source: BeInCrypto Why Does This Custody Change Matter for Investors?
Outdated custody rules have long limited how advisers offer crypto-related guidance to clients. Funds also faced barriers when trying to provide broader access to digital asset strategies through compliant channels.
Atkins tied the proposal to a wider push to make the United States the world’s leading crypto hub. That effort already includes ending regulation-by-enforcement tactics and building clearer tokenization frameworks for the industry.
The public comment period stays open for 60 days once the proposal appears in the Federal Register. Stakeholders are expected to weigh in on the self-custody provisions and the expanded custodian role for state trust companies.
This marks one of the clearest regulatory shifts under Atkins so far. It gives institutional investors a defined, compliant path into Bitcoin and other digital assets. Reduced legal ambiguity could accelerate mainstream adoption that previous rules had effectively discouraged for years.

Elon Musk is back in Washington. On September 30, Secretary of War Pete Hegseth named him co-director of Project Meridian, a Pentagon study of how America will fight future wars.
His last government job ended early. The Department of Government Efficiency (DOGE), the cost-cutting unit Musk helped lead, fell apart and closed without a final report.
What Musk Will Actually Do at the Pentagon
Musk shares the job with Palmer Luckey, founder of defense firm Anduril, and former House Speaker Newt Gingrich. This is just how he co-led DOGE with biotech founder Vivek Ramaswamy under the same Trump administration.
Elon Musk is now working directly with the US military.He's co-leading "Project Meridian", a new initiative to develop futuristic weapons and use more AI in combat. pic.twitter.com/okThFLsWmB
— Pubity (@pubity) October 1, 2026
Their task is to map future battlefields, from deep underground to the space around the moon. Pentagon tech chief Emil Michael is facilitating the work, according to the department’s release.
The role carries no command over troops, budgets, or weapons buying. Hegseth’s signed memo does not even name Musk. Findings are due by January 28, 2027.
“Rather, its purpose is to creatively look into the future and identify the domains we must conquer, and capabilities we must master … it is futuristic, on purpose,” Hegseth indicated.
Yet the study covers ground Musk already sells into. SpaceX holds a $2.29 billion Space Force satellite contract.
How Musk’s DOGE Experiment Ended
In October 2024, Musk pitched $2 trillion in savings. DOGE claimed $215 billion when it expired on July 4, 2026.
Federal auditors later tested part of that number. In an August report, the Government Accountability Office (GAO), Congress’s spending watchdog, reviewed $110.3 billion in contract, grant, and lease savings DOGE had listed online.
It found that $27.4 billion came from contracts with no termination action. It also could not check how savings were counted for 96% of the grant total.
DOGE’s savings claims vs. GAO findings. Source: GAO, BeInCrypto
This means auditors could not back up about two-thirds of the savings they checked.
The Department of Government Efficiency had stopped working long before that. BeInCrypto reported in November 2025 that DOGE had dissolved, eight months early.
Budget Director Russ Vought later told lawmakers no closing report was planned, as BeInCrypto covered at DOGE’s July sunset.
Tesla Takedown, the group behind protests at Tesla showrooms during DOGE, condemned the new post.
“Did we learn nothing from DOGE?…Donald Trump is again handing this same unelected billionaire sweeping influence over military strategy and autonomous warfare under Project Meridian,” the team said in a statement shared with BeInCrypto.
The announcement came one day after Musk sat beside Trump at a White House lunch. There, tech chiefs signed a voluntary AI safety accord.
Meridian’s public report, due in January, will be the first result anyone can judge.

Präsident Donald Trump sagt, dass die Inflation Amerika dabei helfen könne, seine 40 Billionen Dollar schwere Staatsschuld zu bewältigen. Der überraschendere Teil könnte sein, wer dabei hilft, sie zu finanzieren.
In einem TIME-Interview, das am Donnerstag veröffentlicht wurde, argumentierte Trump, dass ein stärkeres Wachstum dazu beitragen würde, die Schuldenlast zu verringern. Dann ging er noch weiter:
„Bestimmte Inflationsraten werden diese Schulden auch sehr schnell abbezahlen. Sehr schnell.“
Trump argumentierte außerdem, dass höhere Zinsen das Land stärker belasten würden als die Inflation.
Wie kann Inflation die US-Staatsschuld schrumpfen lassen?

Financial Times berichtet, dass EU-Behörden erneut Binance in den Fokus genommen haben. Man vermutet, dass die Börse eine rechtliche Gesetzeslücke nutzt, um weiterhin europäische Nutzer zu bedienen.
BeInCrypto hat Binance hierzu befragt, und es stellte sich heraus, dass sie MiCA-Autorisierung weiterhin aktiv verfolgen.
„Binance hält sich an die geltenden regulatorischen Anforderungen in den Gerichtsbarkeiten, in denen es tätig ist… Wir arbeiten aktiv daran, MiCA-autorisiert zu werden“, sagte ein Sprecher der Börse.
FT: EU-Behörden prüfen Binances Nutzung der MiCA-Ausnahme „Reverse Solicitation“Binance, die weltweit größte Krypto-Börse, gerät wegen seiner Nutzung der MiCA-Ausnahme „Reverse Solicitation“ in die Kritik von EU-Behörden. Damit will das Unternehmen einige europäische Kunden weiterhin bedienen, nachdem es keine Lizenz erhalten hat,… pic.twitter.com/CNhOVb5Fji

NEAR Intents, ein plattformübergreifender Swap-Dienst, der auf NEAR Protocol (NEAR) aufgebaut ist, verlor am Donnerstag rund 3,8 Millionen US-Dollar durch einen Exploit. Der NEAR-Token fiel innerhalb weniger Stunden um 8,6 %, obwohl die zugrunde liegende Blockchain nicht als Ziel genannt wurde.
Der Angriff erfolgte zwei Tage, nachdem Bitwise den ersten US-Spot-NEAR-Exchange-Traded-Fund (ETF) eröffnet hatte. Bitwise hat diesen Fonds teilweise mit NEAR Intents beworben, das laut Angaben über 32 Milliarden US-Dollar an Swaps verarbeitet hat.
Wie der NEAR-Intents-Hack passiert ist
NEAR Intents ermöglicht es Nutzern, einen Token auf einer Blockchain gegen einen Token auf einer anderen Blockchain zu tauschen. Nutzer beschreiben den Handel, den sie durchführen möchten, und außerhalb agierende Market Maker konkurrieren darum, ihn auszuführen.

Evernorth steht noch sieben Tage bis zum Nasdaq-Debüt bevor, mit 473 Millionen XRP in den Büchern. Die Aktionäre haben seine Fusion am 30. September genehmigt, doch diese Coins werden mittlerweile 37% unter dem Preis gehandelt, der festgelegt wurde, als der Deal unterzeichnet wurde.
XRP ist die fünftgrößte Kryptowährung nach Marktkapitalisierung. Evernorth bietet Aktieninvestoren daran teilzuhaben, indem sie eine Aktie davon erhalten – ohne dass Coins gekauft werden müssen.
Warum die 473 Millionen XRP von Evernorth 414 Millionen US-Dollar weniger wert sind als bei Unterzeichnung
Evernorth ist ein Treasury-Unternehmen, ein börsennotierter Betrieb, dessen Kerngeschäft darin besteht, einen Kryptotoken zu halten. Es fusioniert mit Armada Acquisition Corp. II, einer Nasdaq-Shell-Company, die dafür gebaut wurde, Unternehmen an die Börse zu bringen.

Bitcoin (BTC) schloss Juli, August und September zum ersten Mal in der Geschichte im Plus. Die Serie brachte in Q3 einen Kursgewinn von 42,71%.
Die Rally endete nach drei direkt aufeinanderfolgenden verlustreichen Quartalen. BTC wird nun bei 83.702 US-Dollar gehandelt, 0,15% niedriger im Vergleich zu den letzten 24 Stunden.
Bitcoin bricht eine 13-Jahres-September-Strategie
Monatliche Renditen von CoinGlass zeigen, dass BTC im Juli 7,36% gewann, im August 24,95% und im September 6,33%.
August erledigte den größten Teil der Arbeit. Zwischen dem 17. und 23. August legte BTC um 14.775 US-Dollar zu – der größte Ein-Wochen-Plus-Dollar-Gewinn, der je verzeichnet wurde.

Dogecoin (DOGE) ist nach der am 30. September erfolgten Öffnung des DogeOS-Testnetzes für die Öffentlichkeit kaum in Bewegung geraten. Das Netzwerk ermöglicht es Entwicklern, Smart-Contract-Apps zu betreiben, die DOGE für Gebühren nutzen.
Das Team hinter der MyDoge-Wallet hat DogeOS entwickelt. Für Inhaber bietet der Launch eine zusätzliche Verwendungsmöglichkeit über Zahlungen und Trinkgeld hinaus.
Was das DogeOS-Testnetz für DOGE ändert
DOGE hat sich seit dem Start kaum bewegt, und der Dogecoin-Kurs liegt weiterhin unter seinem Hoch Ende September.
DogeOS funktioniert als Zero-Knowledge-(ZK)-Rollup, also als Layer-2-Netzwerk, das Transaktionen bündelt und sie mit Kryptografie nachweist. In der Dokumentation heißt es, dass es Daten auf Ethereum speichert und für die Finalität auf Dogecoin setzt.

Ein Entwickler hat Bitcoin über Apples Find-My-Netzwerk mit einem kleinen Gerät gesendet, das Cashu-ECash-Tokens über nahe iPhones weiterleitet. Das sendende Gerät benötigt während der Übertragung keine Internetverbindung.
Der Prototyp verwandelt das Ortungssystem hinter AirTags in einen ungewöhnlichen Zahlungs­kanal. Sein Entwickler sagt jedoch, dass er nur sehr kleine Beträge transportieren soll.
So bewegt sich Bitcoin über Apples Find-My-Netzwerk
BREAKING: Bitcoin über Apples „Find My“-Mesh-Netzwerk gesendet—möglicherweise das absurdeste Medium, um Bitcoin zu schicken. Aber ein kleines Gerät überzeugt nahe iPhones, winzige Datenmengen mit Cashu-ECash an den Empfänger zu übertragen. Ohne Internetverbindung. Magie i̶n̶t̶e̶r̶n̶e̶t̶… pic.twitter.com/jVYXGN7YE1

Der Oktober startet nun mit einem der stärksten saisonalen Muster des Jahres. Allerdings ist die Marktausbreite auf das niedrigste Niveau seit Mai 2025 gefallen.
S&P 500 lässt seinen schlechtesten Monat hinter sich
Barchart-Daten zeigen, dass September der einzige Monat mit einer negativen durchschnittlichen Rendite für den SPDR S&P 500 ETF (SPY) seit 2010 ist. Der Fonds hat im durchschnittlichen September 0,48% verloren.
Oktober hingegen belegt den dritten Platz unter den besten Monaten. SPY verzeichnete im Durchschnitt einen Zuwachs von 2,27%—hinter nur November mit 3,09% und Juli mit 2,79%.
Das Rekordergebnis im September ist gemischter, als sein Ruf vermuten lässt. SPY stieg in 10 der letzten 17 Septembers, einschließlich eines Plus von 0,26% in diesem Jahr. Einige deutliche Rückgänge, wie 9,24% im Jahr 2022 und 6,94% im Jahr 2011, zogen den Durchschnitt nach unten.

Hedgefonds hielten zum Jahresende 2025 einen Rekordanteil von 7 % der handelbaren US-Treasuries in einem Markt im Wert von rund 30 Billionen US-Dollar. Regulierer warnen, dass der bei diesen Positionen eingesetzte Verschuldungsgrad die Turbulenzen im Treasury-Markt verstärken könnte.
Das Office of Financial Research (OFR), eine Einheit des US-Finanzministeriums, hat seine Barmittel-Anlagen in US-Staatsanleihen auf 2 Billionen US-Dollar beziffert. Das ist fast das Dreifache im Vergleich zum Stand vor fünf Jahren.
Warum Hedgefonds mehr US-Treasuries kaufen
Pensionsfonds haben die Nachfrage nach langlaufenden Staatsanleihen lange Zeit gestützt. Inzwischen sagt die Organisation für wirtschaftliche Zusammenarbeit und Entwicklung (OECD), dass die Nachfrage nachlässt, wenn Pensionspläne von festen Auszahlungen auf neue Modelle umstellen.

Robinhood stellte auf dem HOOD Summit 2026 in Houston „Robinhood Agents“ vor. Die integrierten KI-Agenten können Märkte analysieren, Strategien entwickeln und im Auftrag eines Kunden handeln.
Das Produkt kommt bald für berechtigte US-Kunden. Es ist der erste hauseigene Agent von Robinhood, nachdem das Unternehmen mehrere Monate lang externen KI-Tools erlaubt hatte, auf seiner Plattform zu handeln.
Robinhood-KI-Agenten bauen auf einem Start im Mai auf
Robinhood-CEO Vlad Tenev stellte das Produkt als Reaktion darauf vor, wie Kunden bereits handeln.
„Ich denke, dass Kunden und Trader zunehmend KI in ihre Strategien integrieren… Wir wollten das leichter machen“, sagte Vlad Tenev, CEO von Robinhood, über X

Bitcoin (BTC) beendete den September mit einem Plus von 6,33% und löste sich damit von einem Monat, der seit 2013 im Schnitt Verluste verzeichnet. Der Kauf, der die Rallye getragen hat, hat sich jedoch ausgedünnt, während der Oktober beginnt.
Spot-Bitcoin-Exchange-Traded-Funds (ETFs) beendeten am Mittwoch eine 9-tägige Zuflussserie, während langfristige Inhaber ihren Verkauf verstärkten. In der Zwischenzeit sitzt direkt oberhalb des aktuellen Preises eine große Mauer aus Verkaufsaufträgen.
September brach seine verlorene Gewohnheit
Seit 2013 hat September Bitcoin im Durchschnitt einen Verlust von 2,41% beschert, wie die Daten von Coinglass zeigen. Dennoch hat der Monat inzwischen seit vier Jahren in Folge höher geschlossen – von 2023 bis 2026.

Das Team hinter der offiziellen Trump-(TRUMP)-Meme-Coin hat ein Galadinner mit Präsident Donald Trump für die Top-185-Inhaber auf der eigenen Rangliste angekündigt. Die Veranstaltung findet am 22. November im Trump National in Washington, D.C. statt.
Inhaber konkurrieren auf einer zeitgewichteten Rangliste, die am 30. September live ging. Trump ist als vorgestellter Redner gelistet – zusammen mit 3 „Legenden“.
Folgen Sie uns auf X, um die neuesten Nachrichten live zu erhalten, während sie passieren
NEU: Die Inhaber der <a>Top $TRUMP</a>-Coin werden ein GALA-DINNER MIT PRÄSIDENT TRUMP & 3 SUPERSTARS haben am 22. November im WUNDERSCHÖNEN Trump National Club in Washington, D.C. Es wird eine Nacht, die man nicht vergisst! Danke! Und habt Spaß! Klicken Sie hier für Details: https://t.co/iNycn8BlCG