PCE Set the Tone This Week | WEEX TradFi Daily Brief (September 28, 2026)

Opening Summary

1. Bitcoin last traded near $84,500 and Ethereum near $2,670–$2,695, with high-rate pricing capping a breakout.
2. Quant (QNT) jumped about 55% in 24 hours on a clearing-house on-chain money partnership.
3. The RWA sector led, with TEL, SKY, CHR and ONDO strong.
4. The three major indexes rose on September 25 ET, but the 10-year yield is about 5.15% and October hike odds are about 64%–66%.
5. The week turns on PCE on September 30 ET and Micron (MU) after the close.

1、Crypto Market Highlights

1）Bitcoin Near $84,500 Holds in a Range Under High-Rate Pricing
Bitcoin last traded near $84,500 after a quiet weekend range; Ethereum was about $2,670–$2,695. After the September 16 hike, traders lifted October hike odds to about 64%–66%. With the 10-year near 5.15%, risk assets struggle to add leverage. Spot ETFs still saw inflows last week, but price has given back the September 21 high near $87,400. The next checkpoint is whether September 30 ET PCE eases hike pricing.
Watchlist: BTC, ETH
Spot: BTC / ETH
Futures: BTC / ETH

2）Quant (QNT) Jumps About 55% in 24 Hours as a Clearing-House On-Chain Money Deal Is Priced

On September 24 Quant said it will provide interoperability, orchestration and transaction-management layers for The Clearing House’s on-chain money program and connect to fiat rails such as RTP and CHIPS, with access for participating institutions expected in the first half of 2027. Markets read this as infrastructure for tokenized-deposit clearing in the banking system. QNT rose about 55% in 24 hours and on-chain active addresses increased. Go-live is not until 2027, so the near-term move remains event-driven.
Watchlist: QNT
Spot: QNT
Futures: QNT

3）RWA Sector Leads; TEL, SKY, CHR and ONDO Stand Out
Real-world-asset protocol tokens attracted inflows, with TEL, SKY, CHR and ONDO among the leaders. The bank tokenized-deposit and clearing-interoperability narrative spilled over, rotating capital from pure on-chain apps toward asset tokenization with fiat-clearing hooks. Gains are more narrative and turnover than realized scale. If BTC loses $83,000, late money can still give it back.
Watchlist: SKY, ONDO
Spot: SKY / ONDO
Futures: SKY / ONDO

2、Market Highlights

1）10-Year Yield Near 5.15%; the Rate Path Dominates Pricing
Indexes closed higher on September 25 ET, but the 10-year is about 5.15% and the 30-year about 5.5%, near highs last seen since 2007. Stronger-than-expected PMI plus hawkish official comments lifted October hike odds to about 64%–66%. Equities are still supported by the tech and AI tape, but valuations are more rate-sensitive. Markets have handed pricing power to September 30 ET PCE and October 2 payrolls.
Watchlist: SPY, QQQ, TLT
Spot: SPY / QQQ / TLT
Futures: SPY / QQQ / TLT

2）Semiconductors and IT Outperform as the AI Tape Continues
On Friday ET, information technology rose about 0.9% and semiconductors about 1.0%. The Nasdaq was up about 2% on the week and chopped modestly over the weekend. Meta’s Muse agent revived the AI-application trade, and capital still concentrates in compute and memory despite high rates. Micron reports after the close on September 30 ET; the memory cycle and capex guidance will decide whether the group can extend.
Watchlist: META, MU
Spot: META / MU
Futures: META / MU

3）Energy Lags as Oil Pulls Back From Highs
Energy fell about 0.9% on Friday and chopped over the weekend. WTI last traded near $93.3 and Brent near $98.3. Rising expectations of Strait of Hormuz passage talks unwound some of the supply premium and weighed on energy stocks. Lower oil helps ease inflation expectations but is a near-term negative for energy equities. If talks reverse, the premium can re-inflate.
Watchlist: XLE, CRUDEOIL
Spot: CRUDEOIL
Futures: XLE / BZ / CL

3、Today’s Preview

Macro data and earnings overlap heavily this week. Investors will focus on inflation stickiness, jobs and memory-cycle guidance. There is no major event preview today.

4、Trade Global Markets on WEEX

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5、WEEX Proof of Reserves

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