Morning Wire

Overnight into Sep 29, 2026 · Updated Sep 28, 2026, 2:52 p.m. PDT (Los Angeles) · first edition

What moved overnight on the watchlist — or is on deck today. Five bullets. Tracker links only.

Next 48 hours · Bitget ETH Sep 29 · USDT Sep 30 · MiCA closes Sep 30

Bitget Hack & Withdrawals — ETH reopen Sep 29 is the day’s trigger; BTC already live after Chen’s AMA (~4,098 BTC / 9,585 orders) and a test-transfer clock before any drain. USDT Sep 30, rest Oct 2.
Bitget ↔ THORChain / Wasabi — Trail still hot: Protos ~$678M volume in two days after Bitget; ZachXBT flagged launderers in public Discord/Telegram. Watching volume normalize, freezes, pending ~400 ETH.
Solana Alpenglow — Sep 28 mainnet genesis cert stayed null (“no Alpenrush”). Still waiting on a non-null getAgGenesisCert / real flip.
US Policy Watch — Fresh federal chapter: Blumenthal PSI report on Tether/USDT and Iran shadow banking (LN 10036). CA chapter stays live for AG / AB 2409 / SB 1208 follow-ons.
MiCA / ECB Staking — Consultation closes Sep 30; late statements still in play. Also on deck this week: Off The Grid Oct 1.0.