Today, the cryptocurrency panic and greed index dropped to 55, and the market is in a state of greed

[Microsoft Collaborates with Multiple Parties to Dismantle Phishing Network Involving Over 75,000 Organizations] Microsoft and Health-ISAC obtained a U.S. court order to seize domains supporting YAM Store, CoGUI, and Iron Man services. Since January this year, the network has sent over 1 billion phishing messages, targeting more than 75,000 organizations across 150+ countries, generating tens of millions of dollars in profit for the operators. Microsoft has disabled over 20,000 accounts related to YAM Store and blocked more than 100,000 fraudulent domains. The network accepted payments in USDT (Tron network), ETH, and USDC, with TRM Labs assisting investigators in locating and freezing related assets.

The analysis of Fidelity digital assets pointed out that the yield of the 10-year treasury bond bond of the United States rose to the highest level since the birth of Bitcoin, and the size of the United States federal debt exceeded 40 trillion dollars. The correlation between Bitcoin and the 10-year real interest rate in the United States will rise above 0.6 in 2026, reaching a historic high. In the past two months, Bitcoin has risen by nearly 30%, and the yield of the US 10-year treasury bond bond has risen by more than 10% over the same period. According to data from the US Treasury Department, the federal budget deficit for fiscal year 2026 has risen to $1.99 trillion, higher than the $1.78 trillion deficit for fiscal year 2025. Fidelity believes that the fixed supply limit of 21 million coins in Bitcoin enhances its attractiveness as an asset against currency depreciation.

Anthropic plans to raise $60 billion in debt financing through the North Star project to purchase chips, while Blackstone Group plans to invest $9 billion and achieve a yield of over 10%. The financing plan aims to purchase approximately 1.5 gigawatts of customized semiconductor TPU developed by Google, with Blackstone Group's investment accounting for half of the total $18 billion subprime loan.

US President Trump has issued an executive order waiving the 500% tariff on Russian goods imported to the US and the 100% tariff on Russian energy related countries, as well as sanctions and investment restrictions on the Russian central bank, banks, state-owned enterprises, and government officials in the 2026 Lindsey Graham Sanctions on Russia and Iran Act. The bill was signed on September 18th, and Trump invoked presidential immunity to temporarily suspend the implementation of relevant provisions, without abolishing the bill. The sanctions against Russia previously imposed under other laws are still valid. (Source: White House, United States)

TD Cowen analysts have raised Stripe's target stock price from $44 to $56 and maintained a buy rating. The number of bitcoins purchased by Strike in the past two weeks exceeded TD Cowen's expectations for the fourth quarter, with its bitcoin holdings increasing from 28000 at the end of September to 35595, valued at approximately $2.9 billion, a net increase of nearly 7600, surpassing the original estimate of 4750. Stripe currently ranks fourth in Bitcoin holdings among publicly traded companies, slightly exceeding MARA in terms of holdings. (Source: The Block)