⚠️🇺🇸 Kevin Warsh faces challenges as surging Treasury yields create new concerns for the Federal Reserve, according to CNBC. The rising yields are increasingly impacting economic conditions, prompting discussions about potential implications for monetary policy. For more details, visit CNBC.

⚠️🇨🇳🇮🇷 A report from the Wall Street Journal reveals that China is supplying Iran with electronic components essential for the production of drones and missile guidance systems. This support significantly enhances Iran's capabilities in its ongoing conflict with the United States. For more details, visit WSJ.

🚫🛢🇸🇦 Yemeni Houthi forces have announced that they have once again targeted facilities belonging to Aramco.

🚀 The average production cost of BTC currently stands at approximately $85,000. If prices exceed this level, miners are expected to significantly reduce their sales, further easing market pressure, according to JPMorgan.

💥🇺🇸 Akamai has announced a partnership with Anthropic valued at $12 billion. This collaboration aims to enhance AI capabilities and improve cloud services. The deal signifies a major investment in the future of artificial intelligence technology. For more information, visit Akamai and Anthropic.

🌍 The Economist reports that the era of U.S. hegemony in the Middle East is nearing its conclusion. This shift in geopolitical dynamics could reshape the region's political landscape, impacting relationships and power structures among local and international players. As the U.S. reassesses its role, the implications for regional stability and future alliances remain to be seen.

⚠️✴️ The cryptocurrency exchange Bitget may have been hacked for over $180 million, according to Arkham.

⚠️🇺🇸 US markets closed sharply lower as government bonds experienced significant declines and yields surged.

📬 Today’s Calendar - September 25, 2026

China's President Xi Jinping continues his state visit to the U.S. on day two. The 81st session of the United Nations General Assembly is ongoing in New York. China observes a trading halt for the Mid-Autumn Festival. The Bank of England's Governor Bailey speaks at 12:15 MSK. U.S. reports on Durable Goods Orders at 15:30 MSK, followed by Michigan Consumer Sentiment and consumer inflation expectations at 17:00 MSK. It’s the last day for dividends for GEMA and HEAD. A significant quarterly options expiration for BTC is set at $15 billion, concentrated around strike levels of $85,000 to $100,000.

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🌎 The current exchange rates are as follows: USDCNY is at 6.71, while USDTRUB stands at 87.9.

🌍 Kirill Dmitriev held talks in New York with Whitcoff and Kushner. The discussions focused on Russia-U.S. relations and the situation in Ukraine, according to CNN.

⚠️🇮🇷 Iran will indefinitely control the Strait of Hormuz unless the United States accepts its conditions, according to Major General Yahya Safavi, a senior military advisor to Supreme Leader Ayatollah Ali Khamenei, as reported by Defa Press. Iran seeks a deal with the U.S. within the framework of international law, stated President Pezeshkian, according to FOX News. Additionally, Iran has presented the U.S. with a proposal to reopen the Strait of Hormuz and resume negotiations, as cited by WAPO, referencing Foreign Minister Zarif.

⚠️🇮🇷 Israeli officials believe that the resumption of strikes against Iran is only a matter of time, according to Al Hadath.

💥🇨🇳🇺🇸 During negotiations with former President Trump, China and the United States reached mutual understanding on several key issues. The discussions have added a new dimension to the constructive relations between the two countries. Chinese President Xi Jinping stated that Chinese-American relations are now at a new historical stage.

⚠️✴️ Bitget cryptocurrency exchange has confirmed it was hacked. The incident affected some hot and warm wallets, amounting to approximately $352 million. Cold wallets remain secure. User funds are fully protected by the exchange's User Protection Fund, which currently stands at $464 million, according to the CEO.

🚀 Japan plans to launch six military satellites into space by 2036, according to Yomiuri.

🛢🇸🇦 Saudi Aramco is working on developing new routes for oil supplies, even as shipments continue through the Strait of Hormuz and the Bab-el-Mandeb Strait, according to CEO statements reported by Nikkei.

🚀 Recent data from SoSoValue indicates that inflows into spot BTC ETFs are ongoing but experiencing a slowdown.

🚀 A significant quarterly options expiration for Bitcoin (BTC) is set for September 25, involving a massive $15 billion. The majority of sentiment remains bullish, with the primary concentration of strike prices at levels of $85,000, $90,000, and $100,000. For more details, check the article here: Bitcoin Bulls Eye Next Leg as $15 Billion Options Expiry Nears.

🚫🛢️ A major incident has occurred as the Novoshakhtinsk Oil Refinery in the Rostov region has been attacked, leading to a halt in operations.