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2026-09-04 Today's Major Events 1、《Geopolitical Tensions Push Bitcoin Toward $76,000》 Rating: ⭐️⭐️⭐️⭐️⭐️ AI Analysis: Bearish 🟥 Renewed US-Iran military tensions triggered a sell-off in risk assets, sending Bitcoin as low as $76,229. Total crypto liquidations approached $356 million, including about $276 million in long positions. Traders are watching the $76,200-$76,400 support zone, with a break potentially opening a move toward $74,000. 🔗 Event Context：https://t.signalplus.com/news?lang=en&eventId=478778 2、《US Spot Bitcoin ETFs Record $236.5 Million Outflow》 Rating: ⭐️⭐️⭐️⭐️ AI Analysis: Bearish 🟥 US spot Bitcoin ETFs recorded $236.5 million in net outflows on September 1. BlackRock's IBIT led withdrawals with $201.2 million, followed by Fidelity's fund with $43.7 million. Although cumulative inflows remain near $54.68 billion, the reversal signals weaker short-term institutional demand. 🔗 Event Context：https://t.signalplus.com/news?lang=en&eventId=475011 3、《Kraken Parent Payward Delays IPO to Q2 2027》 Rating: ⭐️⭐️⭐️⭐️ AI Analysis: Bearish 🟥 Payward, the parent company of Kraken, is reportedly targeting the second quarter of 2027 at the earliest for its IPO. Weaker crypto prices, lower trading volumes and compressed valuations prompted the delay. Operating performance remains strong, with adjusted quarterly revenue up 17% year over year to $508 million and platform assets reaching $40 billion. 🔗 Event Context：https://t.signalplus.com/news?lang=en&eventId=477659 4、《US Senate May Vote on Crypto Clarity Act on September 15》 Rating: ⭐️⭐️⭐️⭐️ AI Analysis: Bullish 🟩 SEC Chair Paul Atkins said the Senate is expected to vote on the Clarity Act on September 15. The bill would define digital assets as securities, commodities or stablecoins, potentially reducing regulatory uncertainty and supporting greater institutional participation in US crypto markets. 🔗 Event Context：https://t.signalplus.com/news?lang=en&eventId=451316 5、《Thailand to Require Verification of Self-Custody Wallets》 Rating: ⭐️⭐️⭐️ AI Analysis: Neutral 🟦 Thailand's Securities and Exchange Commission finalized crypto Travel Rule requirements obliging licensed exchanges, brokers and custodians to verify ownership or control of self-hosted wallets and collect transfer information. The rules take effect on February 27, 2027, potentially increasing compliance costs and transaction friction while improving AML transparency. 🔗 Event Context：https://t.signalplus.com/news?lang=en&eventId=477768