Brent crude remained above $105 as shifting signals from U.S.-Iran talks fueled concern that higher energy costs could worsen inflation and prompt additional Federal Reserve rate hikes. The 10-year U.S. Treasury yield briefly reached about 5.27%, its highest level since June 2007, while the 30-year yield climbed to 5.542%, its highest since 2004. Stock and crypto-linked assets weakened, with the S&P 500, Nasdaq and Dow ETFs falling about 0.75%, 1.07% and 0.66%; Coinbase declined 1.74% and Strategy slipped 0.91%. BTC fell from around $84,000 over the weekend to $82,600 before recovering to roughly $83,500, while ETH traded near $2,690. The $82,000-$83,000 area is the key support range, with a recovery above $85,000 needed to restore upward momentum and a break below $82,000 potentially deepening the correction. Exchange-security incidents involving Bitget-linked funds and an MEXC account highlighted difficulties in stopping suspicious transfers, while NEAR Intents said it identified more than $50 million in suspicious attempts but froze $503,000. Restaking demand has also weakened: less than 1% of ether.fi assets remain restaked, despite the sector holding about $10 billion and generating only around $100,000 in weekly fees as of early September. Chainlink, MARSCOIN and Hedera-linked HBAR posted sharp gains after product, campaign and distribution developments. Policy and industry updates included changes involving MiCA supervision, SEC token-buyback guidance, California meme-token restrictions, Revolut's Argentine banking expansion and Polymarket's planned order-book testing. The week ahead includes major U.S. economic data and several large token unlocks, including HYPE, KMNO, EIGEN, 2Z and ENA.