WEEX Exclusive：Bitcoin Falls to $77,000; FOMC in Focus This Week | WEEX TradFi Daily (September 14, 2026)

Opening Summary

1. After the August inflation surprise, this week’s FOMC hike pricing rose above about 85%, and bitcoin fell to about $76,700–$76,800.
2. Decentralized storage led gains, with FIL, AR, and SKL standing out.
3. Lisk (LSK) printed a 1.5-year high on heavy volume, highlighting renewed L2 beta.
4. The week’s core events are the September 15 CLARITY Act procedural vote and the September 16 FOMC decision.

1、Crypto Market Highlights

1）Bitcoin Falls to $77,000 as 85% Hike Pricing Caps Risk Appetite

Bitcoin fell to about $76,700–$76,800, Ethereum traded near $2,475, and total crypto market cap slipped to about $2.72 trillion, down roughly 0.8% over 24 hours. After the August inflation surprise, this week’s hike odds rose above 85%, while firmer oil lifted the inflation premium. Price has moved away from the $81,000 high, and the near-term driver is the September 16 dot plot and statement language rather than ETF holdings alone.
Watchlist: BTC, ETH
Spot: BTC / ETH
Futures: BTC / ETH

2）Storage Sector Leads; FIL, AR and SKL Stand Out

The decentralized storage sector reached about $2.87 billion in market value, up roughly 5.6% over 24 hours. Filecoin (FIL) traded near $0.98, up more than 20% with a clear pickup in turnover, while Arweave (AR) and SKALE (SKL) advanced in tandem. Expectations for AI data archival and permanent storage improved, drawing capital into storage and DePIN beta while major tokens stayed under pressure.
Watchlist: FIL, AR, SKL
Spot: FIL / AR / SKL
Futures: FIL / AR / SKL

3）Lisk (LSK) Surges to a 1.5-Year High
Lisk (LSK) rallied on weekend volume and briefly traded near the $2 area, far above the early-August low near $0.07, marking a 1.5-year high. As an Ethereum L2 focused on emerging-market adoption, its low-fee structure and ecosystem-migration narrative attracted short-term capital. Turnover expanded sharply and volatility rose, but price has already faded from the impulse high, leaving liquidity retracement risk elevated.
Watchlist: LSK
Spot: LSK
Futures: LSK

2、Market Highlights

1）Dell (DELL) Hits a Record High as AI Server Order Expectations Rise
Dell (DELL) surged more than 12% last week to a record high, while Hewlett Packard Enterprise (HPE) also gained about 12%. After Oracle’s cloud-infrastructure beat, the market revised up the expected trajectory of AI server shipments. Hardware names are being repriced off cloud capex data points rather than software multiple expansion.
Watchlist: DELL
Spot: DELL
Futures: DELL

2）Communication Services Led Friday’s Gains
Among the 11 sectors on Friday, communication services led with a gain of about 1.37%, helped by Alphabet (GOOGL), which rose about 1.77%. Advertising and cloud-demand expectations offset hike concerns, leaving the group relatively resilient ahead of the FOMC meeting.
Watchlist: GOOGL, META, NFLX
Spot: GOOGL / META / NFLX
Futures: GOOGL / META / NFLX

3）Energy Supported by an Oil Premium
Oil surged on supply disruptions in the Gulf, making energy a hedge in a rate-sensitive tape. Higher oil also hardens hike pricing and constrains long-duration exposures such as QQQ.
Watchlist: XLE, CVX, XOM
Spot: XLE / CVX / XOM
Futures: XLE / CVX / XOM

3、Today’s Preview

1）CLARITY Act Procedural Vote
One of the week’s core events is the September 15 CLARITY Act procedural vote. Markets will watch how it shapes risk appetite and policy expectations across crypto assets.
Watchlist: BTC, ETH
Spot: BTC / ETH
Futures: BTC / ETH

2）FOMC Decision
The other key event this week is the September 16 FOMC decision. Investors will focus on hike odds, the dot plot, and the second-round pass-through from energy into inflation, all of which could amplify cross-asset volatility.
Watchlist: BTC, ETH, QQQ
Spot: BTC / ETH / QQQ
Futures: BTC / ETH / QQQ