In the past three weeks, investors have withdrawn from US mortgage bond funds, and the scale of fund outflows has become one of the seven most severe since the beginning of 2021. The US mortgage-backed securities index recorded its second worst monthly performance on record in September. US treasury bond bond yields rose to decades' highs, triggering a sell-off in mortgage bonds. Strategist Erica Adelberg stated that the Federal Reserve's tightening of monetary policy and flattening of the yield curve have weakened banks' demand for MBS. As mortgage interest rates rise to their highest level since 2023, it is expected that the supply of MBS will decrease by the end of the year. (Source: Jin Shi)

[Main Password: Multi platform main force is secretly laying out BTC, what is the direction?] Massive positions emerge across platforms, hinting at probing market sentiment…

CleanSpark has received $2.276 billion in funding for the construction of the Sandersville data center. The project mined 529 bitcoins in September and sold 702 bitcoins, of which 2 were sold through spot trading and 700 were sold through call options, with an average selling price of $72928. The position decreased by 173 to 135300. CleanSpark will release operational data on a quarterly basis, and with the support of Meta leases, the data center is expected to generate $6.6 billion in revenue.

[The National Bank of Kazakhstan Plans to Reduce Gold Holdings, Lowering Gold Reserve Ratio by About 3 Percentage Points] Aliya Moldabekova, Deputy Governor of the National Bank of Kazakhstan, stated that the U.S. dollar has become an attractive option, reducing the appeal of gold as an investment asset. The National Bank of Kazakhstan aims to lower the proportion of gold in its total foreign exchange reserves by about 3 percentage points. (Source: Jin10)

The Ledger wallet was found to contain unauthorized hardware implants, and some blockchain investigators estimate losses exceeding $86 million. This incident has sparked discussions about self custody and the security of Bitcoin ETFs. Plan B stated that the decision to transfer Bitcoin holdings to ETFs was proven correct after the Coldcard and Ledger vulnerabilities were exposed, and claimed to have zero regrets. Ophelia Snyder stated that large holders will transfer their self managed assets to ETFs for higher security. Adam Back stated that hardware wallets can still serve as a secure storage method, but suppliers need to strengthen threat modeling. Jameson Lopp stated that self hosting can still be robust, but hasty migration should be avoided to create new centralized failure points.