MEXC Alpha Trader – Industry Daily (September 1, 2026)

I. Macro & Market Sentiment

(Market Data)

· BTC Price: $78,381 (24h +0.94%)

· Funding Rate: +0.0073%

· Fear & Greed Index: 75 (Greed)

(Key Event Preview)

· This Friday (September 5), the U.S. will release its August Nonfarm Payrolls report, the final major data release before the Federal Reserve’s September 16 policy meeting. CME FedWatch indicates that traders are pricing in a probability of more than 50% that the Fed will raise rates twice this year.

· The U.S. August ISM Manufacturing PMI will be released on Tuesday. The Federal Reserve’s Beige Book will be published on Wednesday, while the G20 Finance Ministers and Central Bank Governors Meeting will also take place, creating a macro-heavy week.

· Federal Reserve Chair Warsh emphasized that controlling inflation remains the priority at the Jackson Hole symposium. With PCE inflation at 3.7% YoY, well above the 2% target, and unemployment at 4.1%, the economy’s resilience gives the Fed more room to maintain higher interest rates.

· Barclays expects the Federal Reserve to raise interest rates by 25 basis points in both September and December this year, revising its previous forecast that rates would remain unchanged.

II. Trading Signals / Hotspots

(UNI · Volume Surge)

· UNI broke above $5.40 on August 31, reaching its highest level since January 2026. The token has gained more than 100% over the past three months. Fee revenue reached $4.29 million in the past 24 hours, while daily trading volume for stock tokens increased tenfold in one month.

· Key Catalyst: Robinhood Chain’s TVL exceeded $700 million following its mainnet launch. Uniswap deployed v2, v3, v4, and UniswapX on the network, while capital rotation into the DeFi sector accelerated ecosystem growth.

(LIT · Volume Surge)

· LIT surged nearly fivefold from its all-time low of $0.7794 in late March to $3.79. It gained 75% over the past 30 days and 24% over the past seven days, bringing its market capitalization to $865 million.

· Key Catalyst: Lighter operates in the same Perp DEX segment as Robinhood and is registered in Delaware. Its U.S. regulatory positioning and perceived legitimacy have strengthened confidence in the Perp DEX sector.

(BTC · Extreme Sentiment)

· BTC is trading at $78,381, up 0.94% over the past 24 hours, while the Fear & Greed Index stands at 75, indicating Greed. However, spot trading volume remains near historic lows. Binance spot volume fell from $198 billion to $44 billion, only $1.6 billion above its July level.

· Key Catalyst: Institutional funds recorded inflows of $3.2 billion last week, the largest weekly total since October 2025. However, weak spot demand suggests that the upward momentum is being driven primarily by derivatives.

(SK Hynix · High Volatility)

· Amid the U.S.–Iran conflict, the Nikkei 225 opened 1.1% lower and South Korea’s KOSPI opened 2.6% lower. SK Hynix fell more than 4%, while Samsung Electronics declined 3.31%.

· Key Catalyst: Iran launched attacks on U.S. military bases in Jordan and Al Minhad Air Base in the United Arab Emirates, sharply increasing geopolitical risks and strengthening risk-off sentiment.

(Japanese Government Bonds · High Volatility)

· The yield on Japan’s 10-year government bond rose 2.5 basis points to 2.950%, its highest level since September 1996, while the yen weakened beyond 160 against the U.S. dollar.

· Key Catalyst: U.S. Treasury Secretary Bessent urged the Bank of Japan to make the right monetary-policy decisions. Expectations of a Bank of Japan rate hike are rising, placing adjustment pressure on carry trades.

III. Capital Flows / Unusual Movements

· Metaplanet deposited 2,400 BTC, worth approximately $186 million, into Coinbase Prime over the past three hours. The company previously purchased 43,000 BTC at an average price of $96,191 per coin, with its total holdings valued at approximately $3.48 billion.

· Crypto market maker Wintermute deposited 5,100 BTC, worth nearly $400 million, into Binance over the past two days.

· Crypto funds recorded inflows of $3.2 billion last week, the largest weekly inflow since October 2025.

IV. Regulation & Major Events

(Regulation / Sanctions / Licensing)

· Iran’s Foreign Ministry stated that the Iranian armed forces attacked U.S. military bases in Jordan in response to U.S. strikes on Larak Island. Iran also launched dozens of drones at Al Minhad Air Base in the United Arab Emirates, marking another escalation in the U.S.–Iran conflict.

(Security Incidents)

· Tectonic, a DeFi protocol in the Cronos Network ecosystem, was exploited for more than $75 million. The attacker bridged $6.29 million to Ethereum and exchanged it for 2,592 ETH, while approximately $68.7 million remains on Cronos pending further action. The Cronos Network has been paused.

V. Platform Exclusive Benefits

〔Global/General〕

· Upgraded User Rewards Hub Tasks – August (Futures)

· Alpha User August Merchandise Benefits Collection Page (Futures)

· August VIP Trading Competition – Top Player U.S. Stock Mystery Box (Futures)

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Recommended Reading: MEXC On-Chain Daily Report: Robinhood Chain Daily Revenue Surpasses Ethereum

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