Reuters poll: ~97% (66 of 68) expect a BoJ hike to 1.25% on Sep 18. Masu says continue raising rates given accommodative conditions. Intervention/Bessent barrier-cut stamps split 82% vs >80% — not averaged.
Gold holds near $4,400, up over 1%, even as the 10-year yield jumps about five basis points to ~4.845% after Treasury’s enlarged longer-term buyback. Fed hike odds stamped near 63% ahead of PPI/CPI.
OFAC designates Xinbi Guarantee TCO plus XinbiPay/NewPay and SafeW enablers under EO 13581 (EO 14390 furtherance). Marketplace volume stamped over $24B; DOJ Strike Force seized infrastructure and wallets.
Treasury plans a ~$6B longer-term buyback — about 3× usual, focused on 10y–20y — after Bessent’s Aug 19 at-least-double signal. 10y ~4.85%, 30y ~5.30%, 20y ~5.31%; DXY ~98.85; gold gives back toward ~$4,391.
Kalshi notified the CFTC it is self-certifying GOLDPERP and SILVERPERP under Regulation 40.2(a), with a Wednesday September 9 listing intent. The cash-settled contracts never expire, trade 24/7, and track Pyth gold and silver spot. The move expands Kalshi’s perpetual futures beyond crypto.
WTI extends to about $93.85 (+1.77%) in New York, a three-month high, as US–Iran and Houthi–Saudi escalation keeps Hormuz traffic limited and TD Securities sees the path of least resistance higher.
U.S. Bank completed a live pilot using USBDC, its proprietary U.S. dollar-backed stablecoin, for a cross-border payment between its North America and Europe entities on the Stellar blockchain. The test covered minting, redemption, freezing, and clawback and validated the bank’s Digital Asset Platform. The bank frames USBDC as one of the first bank-issued stablecoins on a public blockchain.
Silver rebounds near $67.50 (+2.64%) as the dollar slips near 98.61 while FedWatch prices ~62% odds of a 25bp hike at the Sept 15–16 meeting and the 10-year yield holds near 4.80%.
Germany’s Finance Ministry under Lars Klingbeil has circulated a draft treating crypto gains as investment income under the flat Abgeltungsteuer, like stocks. SPIEGEL stamps a 25% rate from 2028 and an end to the one-year Spekulationsfrist for crypto bought after Jan 1, 2027. This is a draft proposal, not law.
Ukraine drone attack kills four in Novorossiysk (29 injured). Newsquawk CPC terminal report stays thin; UNITED24 Fuel Oil Terminal GEOINT is separate — not the CPC Blend crude terminal.
Osmosis said a Nomic-chain exploit let an attacker double-spend nBTC and send fake vouchers into Osmosis. About 39.84 nBTC — roughly 36% of Alloyed BTC backing — is affected. Osmosis paused inflows and outflows; an emergency upgrade froze 22.65 BTC in the attacker’s address. Osmosis and IBC were not compromised.
Brent cleared $100 for the first time since July 24 as Gulf conflict escalated. CNBC 5:11 a.m. ET stamped $100.44 / WTI $94.92; Reuters by 0802 GMT $99.93 after $100.19; WION $100.19 then ~$99.90 — stamps quoted separately, not averaged.