September CPI Beats Expectations, Resetting Rate Pricing【MEXC Alpha Trader – Daily Market Brief (October 15, 2026)】

I. Macro and Market Sentiment

· Market data: BTC $81,555（-2.13%）｜ETH $2,411（-3.81%）｜SOL $103.96（-3.22%）

· Market sentiment: Funding rate -0.0027%｜Fear & Greed Index 53（Neutral）

· Inflation data: September CPI rose 3.7% year on year, while core CPI increased 2.6% year on year, both exceeding expectations. The probability of a rate hike briefly climbed to 43.7% following the release. Read more

· Rate path: Federal Reserve officials remain divided over an immediate rate hike, while elevated long-term yields continue to weigh on risk-asset valuations. Read more

II. Trading Signals / Hot Topics

· [Today's Focus] BTC｜Institutional Spot Buying Emerges, but Rate Shock Dominates Near-Term Pricing

· As the market’s primary liquidity anchor, BTC stands at $81,555; Strive added 2,822 BTC over two days, lifting its holdings to approximately 35,600 BTC.

· Analysis: Treasury buying represents spot demand, but the discount-rate repricing triggered by macro data outweighs activity from a single buyer. ETF subscription and redemption continuity is needed to assess the structure of capital flows.

· Read more: 1

· [Unusual Move] SOL｜Treasury Sales Reduce Holdings, While Governance Disputes Amplify Supply Disruption

· As a proxy for high-frequency on-chain activity throughput, SOL saw SkyAI sell 1 million SOL, reducing its holdings to approximately 600,000 SOL.

· Analysis: Reductions in treasury holdings by listed companies directly increase tradable supply, while approval disputes create greater uncertainty around the pace of future sales than typical on-chain transfers.

· Read more: 1

· [On-Chain] ONDO｜Tokenized Assets Expand to $4 Billion, With Multichain Liquidity Entering a Validation Phase

· Operating in the RWA sector, which serves demand for on-chain settlement of traditional assets, ONDO’s tokenized products have reached $4 billion in TVL, including more than $1.3 billion in stocks and ETFs.

· Analysis: TVL growth reflects simultaneous expansion in asset supply and holding demand, but whether cross-chain circulation can translate into sustained trading depth still depends on liquidity channels across each chain.

· Read more: 1

III. Regulation and Major Events

· EU / EBA｜USDC has been designated the first significant e-money token and will be subject to dual regulation from November 12. Read more

· Philippines / Coins.ph｜The platform faces the risk of central bank penalties, potentially affecting local peso-to-stablecoin liquidity. Read more

· Ledger｜Inspections of inventory devices in Germany found no signs of tampering, and no related fund-loss reports have been received in Europe so far. Read more

IV. Platform-Exclusive Benefits

· Loss Subsidy Campaign, Round 4 (Futures)

· Alpha Trader October Zero-Fee Tasks (Futures)

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Recommended Reading: MEXC On-Chain Daily Report: USDC Becomes the First Significant E-Money Token Under MiCA

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