Crypto Briefs — Thursday, September 24, 2026
Cryptocurrency markets and institutions continued their divergent trajectories today as major developments emerged across trading infrastructure, regulatory approaches, and institutional adoption. BlackRock's thesis on AI agents as a crypto demand catalyst and the Trump administration's reported stablecoin initiative represent significant macro considerations for the sector, while Bitcoin miners' strategic shift toward AI power contracts reflects evolving infrastructure economics. Institutional inflows into spot Bitcoin ETFs and expanded custody solutions from Circle underscore persistent appetite for regulated exposure, even as broader debate intensifies around monetary policy headwinds and technical security vulnerabilities.
Bybit Lists SDGRUSDT Perpetual With 25x Leverage
Bybit has launched SDGRUSDT, a perpetual contract offering synthetic exposure to Schrödinger Inc. shares with up to 25x leverage through its TradFi perpetual platform. The listing expands Bybit's roster of equities available as crypto-style derivatives, though holders receive price tracking rather than physical share ownership.
TRON DAO Partners with Privy for Financial Application Tools
TRON DAO has partnered with Privy to enhance financial application infrastructure on the TRON blockchain. The collaboration is intended to strengthen TRON's capabilities in global stablecoin transactions and improve developer tooling to attract additional builders to the ecosystem.
Coinbase CEO Warns Against Banks Lending Deposits Without Consent
Coinbase CEO Brian Armstrong issued a warning about banks lending customer deposits without explicit consent, raising concerns about financial trust and banking practices. The statement highlights potential regulatory implications for stablecoin oversight and deposit handling in the financial system.
BlackRock Says AI Agents Could Drive Next Crypto Demand Wave
BlackRock, the world's largest asset manager, has argued that autonomous AI agents purchasing data, paying for services, and renting computing power could become a major driver of demand for cryptocurrency. The thesis positions AI-agent economic activity as a potential catalyst for inflows into crypto markets, though BlackRock did not quantify expected impact or timelines.
Bitcoin Miners Shift to AI Power Infrastructure Amid Demand Surge
Bitcoin miners are redirecting resources toward AI power infrastructure contracts as demand for energy-intensive AI operations grows. The pivot reflects a strategic reallocation toward more profitable energy contracts, signaling a shift in how miners monetize their infrastructure and grid access amid rising AI sector expansion.
Bitcoin Forks Rally on CME Listing and Grayscale ETF News
Bitcoin Cash and Bitcoin SV surged following a CME futures listing and a new Grayscale ETF filing, outperforming Bitcoin itself as the flagship cryptocurrency retreated from a seven-month high. The institutional product announcements drove investor interest toward the major forks despite broader Bitcoin weakness.
Binance Expands Spot Grid and DCA Bot Support to More Pairs
Binance expanded its automated Spot Grid and Spot DCA trading bot support to additional trading pairs, effective September 22 at 08:00 UTC. The bots execute user-defined strategies without manual intervention, though the exchange notes they do not guarantee profitable trades. The expansion extends Binance's suite of algorithmic trading tools on its spot platform.
Raiffeisen Bank International Expands Bitpanda Bitcoin Services Across Europe
Raiffeisen Bank International, an Austrian financial institution, is expanding its cryptocurrency offering through an enlarged partnership with Bitpanda to roll out bitcoin and digital asset trading services across Europe. The move positions Raiffeisen among growing European banks integrating crypto trading into traditional banking operations.
Bitcoin Magazine explores quantum computing threat scenarios
Bitcoin Magazine examines the potential quantum threat to Bitcoin, moving beyond theoretical assessment to consider what an actual on-chain attack might look like. The article features analysis from pseudonymous contributor Shinobi on the technical mechanics and implications of quantum computing for Bitcoin's security model.
Variational Plans VAR Token Launch With 32% Q4 2026 Airdrop
Variational plans to launch its VAR token in Q4 2026 with a 32% allocation reserved for airdrop to early adopters. The token launch is expected to impact the onchain derivatives market through incentive structures and token-supply management via burns.
Trump Administration Exploring Overseas Stablecoin Initiative
The Trump administration is considering a public-private venture involving the Treasury, State Department, and Development Finance Corporation to promote dollar-backed stablecoins globally. The reported effort aims to strengthen the dollar's international position and increase demand for U.S. debt through cryptocurrency infrastructure.
Cardano proposal cuts network fees 55% under DRep voting
A Cardano governance proposal would reduce fees by 55%, narrowing the minimum pool deposit requirement to 75 ADA, with DReps and the committee now controlling the decision. The outcome for delegators depends on individual pool fee structures, and smaller pools face cost pressure under the change.
BofA Forecasts Three Fed Rate Hikes, Pressuring Bitcoin
Bank of America Global Research has projected three Federal Reserve interest-rate hikes for the year, signaling tighter monetary policy that could weigh on Bitcoin and other risk assets. The forecast reflects concerns about inflation and suggests continued headwinds for cryptocurrencies in a higher-rate environment.
Fortitude Secures $50M Credit Facility for Zcash Mining Expansion
Fortitude raised a $50 million credit facility to expand its Zcash mining operations. The financing could influence ZEC market dynamics and increase competitive pressure in Zcash mining as the company scales production.
Circle National Trust Launches Bitcoin Custody for DeFi
Circle National Trust announced federally regulated custody services designed to enhance Bitcoin programmability and integration into decentralized finance applications. The service aims to increase institutional confidence in Bitcoin's use within DeFi protocols by leveraging Circle's regulatory status and custody infrastructure.
Bitwise, Franklin Clients Purchase $18M in XRP ETFs
Institutional clients of Bitwise and Franklin Templeton invested $18 million in XRP exchange-traded funds, according to Crypto Briefing. The transaction reflects growing institutional appetite for cryptocurrency exposure through regulated ETF products.
Worldcoin rises 6% on technical setup; analysts debate $1 target
Worldcoin (WLD) gained 6% in 24 hours and is forming a golden cross near $0.66 resistance, according to 99Bitcoins analysis. The outlet presents bull, base, and bear cases for whether the token will reach $1 by June, citing technical chart patterns as the basis for the price scenarios.
Bitcoin OTC Balances Hit Record Lows, Down 400K BTC Since 2022
Over-the-counter Bitcoin balances have dropped to record lows, with a 400,000 BTC decline since 2022 according to CryptoPotato analysis. The metric suggests potential supply constraints as institutional and large-volume traders hold less Bitcoin in OTC venues, typically used for large block trades outside public exchanges.
Analyst Flags Potential 60% Bitcoin Crash to $24,000
An unnamed analyst cited by CryptoPotato outlined conditions under which Bitcoin could decline 60% to $24,000, tied to Wall Street dynamics. The brief provides a price target and crash scenario but lacks specifics on the analyst's reasoning, timeframe, or credentials, making it speculative commentary rather than anchored analysis.
Circle Expands CCTP Cross-Chain Protocol to EURC and cirBTC
Circle has expanded its Cross-Chain Transfer Protocol (CCTP) on the Arc blockchain to support EURC and cirBTC alongside existing USDC coverage. The company also announced that Gateway will introduce multi-asset unified balances and expand asset coverage, broadening cross-chain interoperability for stablecoins and tokenized Bitcoin.
BlackRock's IBIT leads US spot Bitcoin ETFs with inflows
BlackRock's iShares Bitcoin Trust (IBIT) has attracted hundreds of millions in inflows, leading among US spot Bitcoin ETFs. The fund's performance signals growing institutional adoption of Bitcoin through the ETF structure, potentially reshaping competitive dynamics in the crypto ETF market.
FBI Convenes Annual Crypto Crime Forum on Fraud, Hacks
The FBI held its annual cryptocurrency crime forum, bringing together investigators and security firms to address rising digital-asset fraud, hacks, and state-backed threats including those from North Korea. The forum reflects ongoing law-enforcement focus on cybercriminal activity in crypto markets, where theft and scams have accelerated.
Dogecoin Falls 8% as Treasury Yields Hit 2007 High, Bitcoin Below $84K
Dogecoin declined 8% and Bitcoin fell below $84,000 as U.S. Treasury yields reached their highest level since 2007, driven by rising oil prices, strong business survey data, and weak five-year note auction results. The yield surge pushed borrowing costs higher across markets, with DOGE leading token losses.
AI Coding Contest Cuts Quantum-Safe Bitcoin Transaction Cost Estimate
StarkWare researchers found that AI-assisted coding reduced estimated costs for quantum-safe Bitcoin transactions from $320 to $66 over a week-long competition, achieving roughly five times faster computation. The lower figure remains unverified through an actual on-chain Bitcoin transaction.
UK Ranks Third for Crypto-Linked Physical Attacks Globally
The United Kingdom ranks third globally for documented physical attacks targeting cryptocurrency holders, according to Jameson Lopp's database, behind France and the United States with 24 recorded UK incidents. The data underscores security risks accompanying bitcoin's price volatility and broader adoption.
SimpleSwap, SecureShift Explain Privacy Risks Across Swap Routes
SimpleSwap and SecureShift discuss how cryptocurrency privacy depends on multiple factors beyond basic anonymity protocols, including the routes transactions take through different networks, custody arrangements, and what each transaction leg reveals about users. The exchanges highlight that privacy is not guaranteed by a single protocol but rather emerges from careful consideration of how and where trades are executed.
Multicoin Capital Moves $12.15M HYPE to Coinbase Prime
Multicoin Capital deposited 130,331 HYPE tokens worth $12.15 million into Coinbase Prime, according to onchain analytics platform Lookonchain. The transfer marks the firm's fourth major deposit to the institutional exchange since July 28, bringing total HYPE moved to Coinbase Prime to 4.23 million tokens valued at $285 million.
Bitcoin Nears $84K as ETF Inflows Extend Five-Day Streak
Bitcoin traded near $84,000 as U.S. spot ETFs recorded their fifth consecutive day of net inflows. Whale wallets accumulated 113,950 BTC during the period, suggesting sustained institutional demand amid the rally.
Japan Bond Yields Hit Decades High; BOJ Rate Rise May Pressure Crypto
Japanese government bond yields reached multi-decade highs following the Bank of Japan's recent interest rate increase, compounding existing headwinds from rising US Treasury yields and Federal Reserve policy. The article examines whether elevated global yields pose a broader risk to cryptocurrency valuations amid tightening monetary conditions.
Brooklyn Man Sentenced to 12 Years for $16M Coinbase Theft
A Brooklyn man received a 12-year prison sentence for stealing $16 million from Coinbase users, according to Crypto Briefing. The case underscores ongoing security vulnerabilities in cryptocurrency platforms and the difficulty of recovering stolen assets despite successful prosecution.
Nexo report: 67% of affluent investors own crypto, 4.7% integrated
According to a Nexo report, 67% of affluent investors hold cryptocurrency, though only 4.7% have meaningfully integrated it into their portfolios or financial strategies. The findings suggest regulatory uncertainty remains a barrier to deeper crypto adoption among high-net-worth individuals despite widespread asset ownership.
Ondo Expands USDY Tokenized Yield Product Into Solana DeFi
Ondo Finance is expanding its USDY tokenized yield product across Solana DeFi platforms, enabling the asset to be used as productive collateral in lending and liquidity venues. USDY is a yield-bearing token backed by short-term US Treasuries and bank deposits, distinct from conventional stablecoins like USDC. The expansion reflects growing emphasis on utility for tokenized real-world assets within DeFi workflows.
MoonPay pursues $8.7B acquisition of PPEX private-securities venue
MoonPay has announced plans to acquire PPEX, a private-securities trading venue, in a deal valued at $8.7 billion. The transaction remains subject to regulatory approval and other closing conditions, with details of the platform's planned features not yet disclosed. The acquisition would expand MoonPay's footprint beyond payment processing into the securities trading market.
Citi Pushes Fed Rate-Cut Forecast to June 2027, Signals Higher Borrowing Costs
Citigroup revised its forecast for the Federal Reserve's next rate cut to June 2027, citing stronger US jobs data that eased labor market concerns. The delay in rate relief could mean prolonged elevated borrowing costs for cryptocurrency markets, which historically respond to shifts in monetary policy.
PENGU drops below $0.01 despite 38% weekly gain
PENGU fell below $0.01 after posting a 38% weekly rally, as derivatives trading activity cooled. Technical indicators remain positive but show signs of overbought conditions, suggesting consolidation after the sharp advance.
Binance to list HYPE token with three spot pairs Sept. 24
Binance announced the listing of Hyperliquid's HYPE token on Sept. 24 with USDT, USDC, and TRY spot trading pairs. Seed Tag trading and token withdrawals will open Sept. 25.
CLARITY Act stalls as regulators advance crypto rules independently
The Senate declined to debate the CLARITY Act, a federal crypto market structure bill, as the CFTC chair continued outlining plans for tokenized collateral and 24/7 markets. Regulatory agencies are proceeding under existing statutory authority rather than awaiting congressional action, marking a shift in crypto governance approach.
Crypto Market Loses $100B in Under Three Days
The cryptocurrency market shed over $100 billion in value in less than three days, according to Crypto Briefing. The loss underscores the market's sensitivity to macroeconomic conditions and highlights vulnerabilities that may require greater stability and diversification strategies to manage future volatility.
Bitcoin Shows Near-Zero Bond Yield Correlation vs. Gold
Bitcoin displays minimal correlation with rising bond yields, diverging from gold's traditional inverse relationship, according to Crypto Briefing analysis. The finding suggests bitcoin may offer distinct diversification properties separate from conventional macro assets, potentially challenging established portfolio construction frameworks.
HTX Adds Trading Boost Feature to SmartEarn Product
HTX announced a new Trading Boost feature for its SmartEarn product, allowing users to earn additional APY through futures trading. The update integrates yield generation with leveraged trading on the exchange's platform.
IBM Integrates Digital Asset Haven With Swift Blockchain Ledger
IBM has connected Digital Asset Haven to Swift's blockchain ledger infrastructure and launched an on-premises beta for banks to manage tokenized deposits and stablecoins. The move expands interoperability between IBM's digital asset platform and Swift's distributed ledger technology, enabling financial institutions to handle tokenized assets within their own infrastructure.
MeshWallet raises $10M for TRON-based gasless USDT wallet
MeshWallet, a Tallinn-based company, closed a $10 million private funding round to expand its gasless USDT wallet on the TRON blockchain and develop additional services around its self-custodial payments platform. The round was led by undisclosed investors, according to the company's announcement.
CoinShares: RWA Deposits Triple to $7.4B as DeFi Slips
CoinShares and Token Terminal reported that real-world asset (RWA) deposits tripled to $7.4 billion, with tokenized asset trading growing during the period. The growth occurred amid a 15% decline in overall DeFi deposits, suggesting capital rotation toward RWA-focused protocols.
EU Watchdogs Warn Quantum Computing Threatens Blockchain Cryptography
European Union financial regulators have issued warnings that quantum computing poses a cryptographic threat to blockchain networks, as Bitcoin developers simultaneously discuss strategies to protect exposed private keys. The warning reflects growing concern among policymakers about the long-term security implications of quantum technology for distributed ledger systems.
Cardano Launches Mesmo Multi-Language Native Library
Cardano has launched Mesmo, a native library supporting multiple programming languages. The library aims to broaden the developer base by reducing language barriers and is expected to accelerate ecosystem development and governance tool innovation on the blockchain.
88 of Top 100 Cryptos Trade Above 200-Day Moving Average
Bitcoin and Ethereum are among 88 cryptocurrencies in the top 100 currently trading above their 200-day moving average, with most also holding positions above shorter-term trend lines. The metric suggests broad-based strength across major digital assets relative to longer-term price levels.
Base Layer 2 Processes 7.5M Daily Transactions
Coinbase's Base network reached approximately 7.5 million transactions in a single day on September 22, according to validated on-chain data. The milestone reflects growing adoption across consumer apps, smart wallets, and DeFi products, though the count includes low-value and automated activity that may not represent equivalent economic value.
Bitcoin slides to $83,300 as Treasury yields hit 17-year peak
Bitcoin dropped to $83,300 as the 10-year Treasury yield climbed to its highest level since 2007, driving broader losses across U.S. stocks and cryptocurrencies. Asian and European traders subsequently bought the dip, suggesting some stabilization after the initial decline.
McGlone Warns Bitcoin's $100K Close May Mirror 2008 Oil Peak
Bloomberg Intelligence analyst Mike McGlone cautioned that Bitcoin's first monthly close above $100,000 could mirror oil's move above $100 per barrel in 2008, suggesting the milestone may signal a difficult phase ahead. McGlone's comparison implies Bitcoin could face similar headwinds after breaching this psychological level, drawing parallels to oil's post-peak volatility.
EU Banking Authority seeks DeFi lending rules under MiCA
The European Banking Authority has called for crypto borrowing and lending services to be included under the EU's Markets in Crypto Assets (MiCA) framework, signaling a move toward stricter DeFi oversight. The proposal would expand regulatory scope beyond current crypto asset trading to cover lending protocols, potentially limiting retail access to decentralized finance services across the bloc.
CertiK joins Linux Foundation's decentralized trust initiative
Blockchain security firm CertiK has joined LF Decentralized Trust, a Linux Foundation initiative for open-source decentralized technologies. CertiK plans to contribute research and audit expertise to support enterprise and institutional blockchain projects through the program.
Bullish Clears Longest-Dated Bitcoin Options Trade Through 2028
Bullish, a cryptocurrency derivatives platform, executed a bitcoin options trade with expiration in 2028, marking the longest-dated contract cleared on the venue. The trade reflects growing institutional participation in long-term digital asset derivatives and signals increasing confidence in crypto market infrastructure maturity.
Fed Official Hammack Warns of Elevated Inflation, Signals Possible 2026 Rate Hikes
Federal Reserve official Hammack warned of persistent inflation risks that could prompt tighter monetary policy and potential rate hikes extending into 2026. The comments suggest economic headwinds that could impact market stability and growth, with implications for risk assets including cryptocurrencies.
XRP Faces Selling Pressure at $1.60 Resistance After Breakout
XRP rallied after breaking out of a descending channel but encountered substantial selling pressure at $1.60 resistance. The pullback will test the durability of the recent breakout, with price action around former resistance levels expected to shape near-term structure.
Uniswap v4 Ecosystem Surpasses 500 Registered Custom Hooks
Uniswap v4's developer ecosystem has registered over 500 custom hook deployments, allowing developers to customize pool behavior including fees and liquidity logic. The milestone signals growing developer interest in the protocol's modular AMM design, though registrations do not guarantee audited or mainnet-ready products.
Alpen AI Claims Early Detection of Liquid's $320M BTC Exploit
Alpen stated that AI systems identified the Liquid Network's $320 million bitcoin exploit within one hour of occurrence. A post-attack analysis revealed a cache flaw in the vulnerability, while SideSwap noted that a 4,000 L-BTC order processed without size or velocity restrictions, raising questions about whether payout limits could have mitigated the attack's impact.
EU Regulator Adds AI, Tokenization to 2027 Supervisory Priorities
The European Union's financial regulator will prioritize oversight of artificial intelligence and tokenization in financial services during 2027, mapping how firms deploy these technologies in client-facing products and conducting examinations of the most exposed businesses. The move signals regulatory focus on emerging technologies reshaping the financial sector.
DoubleZero Launches Hyperliquid Order Book Feeds on Edge
DoubleZero has launched five Hyperliquid data feeds on Edge, providing subscribers with live order book visibility and trade market data over dedicated fiber infrastructure. The Sep. 24 announcement from DoubleZero Foundation enables market participants to access real-time exchange data through the Edge platform.
Only 4 of Top 20 Crypto Treasury Firms Trade Above Asset Value
A DWF Ventures analysis found that only four of the 20 largest digital asset treasury companies trade above the value of their cryptocurrency reserves, indicating widespread underperformance versus the tokens they hold. The report highlights a valuation disconnect in the treasury management sector, where most firms trade at discounts to their underlying assets.
BitMEX Opens Fund Recovery for Previously Barred Customers
BitMEX announced a September 24 policy update allowing customers previously restricted from the platform to recover their funds through identity verification and withdrawals. The recovery process maintains existing asset minimums and sanctions compliance requirements, addressing customer access to trapped capital following trading restrictions.
Solana Foundation Hires Binance, Polygon Veterans for Tokenized Finance
The Solana Foundation has recruited Rachel Conlan and Jamal Raees, both veterans from Binance and Polygon, to accelerate its tokenized finance initiatives targeting institutional adoption of on-chain payments and asset transfers. The hires signal Solana's effort to strengthen its competitive position in the institutional crypto and digital-asset sector by adding experienced leadership from major blockchain platforms.
Elliptic Launches Pulse AI Tool for Law Enforcement Crypto Tracing
Elliptic released Pulse, an AI tool designed to enable police officers without crypto expertise to analyze blockchain wallets and transactions by inputting an address or hash and receiving plain-language summaries within seconds. The platform aims to democratize cryptocurrency tracing capabilities across law enforcement agencies beyond specialized units.
Former CFTC Chair Giancarlo: Rate Hikes May Benefit Bitcoin
Former CFTC Chair Chris Giancarlo argues that bitcoin serves as digital gold and could benefit from rate hikes, positioning it as a potential future currency anchor. The commentary reflects regulatory-adjacent perspectives on bitcoin's macroeconomic role during periods of monetary tightening.
Kraken launches margin borrowing product for US customers in 48 states
Kraken announced the launch of Kraken Borrow US, a margin lending product available to eligible customers in 48 states, excluding New York and Maine. The feature allows users to borrow against eligible assets for up to 3x buying power, with borrowed funds covering amounts exceeding available USD balance. All fees—including trade, borrow, and daily interest charges—are disclosed before confirmation.
Analyst Woo Predicts Early Bull Market for Bitcoin at 90% Probability
Cryptocurrency analyst Willy Woo estimated a 90% probability that Bitcoin is entering an early bull market phase. The commentary emerged as BTC declined below $75,000 following the U.S. Senate's failure to advance the CLARITY Act, though the asset subsequently recovered above $80,000.
Hoskinson Eyes Cardano RealFi Launch as Adoption Catalyst
Cardano founder Charles Hoskinson stated in a September 15 recording that a Cardano-based RealFi project is targeting an October mainnet launch, which he frames as a potential market catalyst for ADA. Hoskinson argued the industry should move past stalled US regulatory efforts like the Clarity Act to focus on adoption.
Ledger partners with Payward on cold storage for tokenized stocks
Ledger has partnered with Payward to provide cold storage solutions for tokenized stocks, according to Crypto Briefing. The collaboration aims to enhance security for tokenized stock trading and potentially increase investor confidence in the emerging asset class.
RockawayX commits $150M to real-world yield projects in DeFi
RockawayX, a $2 billion digital-asset investment firm, launched a $150 million initiative to back, build, and provide liquidity to decentralized finance projects that integrate real-world yields. The firm is positioning real-world asset yields as an emerging use case for crypto and DeFi platforms.
Zcash Falls 8% Daily; Analyst Flags Potential Drop to $200
Zcash (ZEC) declined 8% over the past day, prompting technical analysis from a contributor who suggests the recent 10-year high may mark a local market top. The analyst cited unspecified chart patterns or resistance levels as justification for a potential decline toward the $200 level, though specific entry and exit conditions were not detailed in the source.
CFTC seeks exchange safeguards on political prediction markets
CFTC staff issued a September 22 advisory requesting exchanges explain contract-specific measures to prevent manipulation in political speech prediction markets. The inquiry comes as Kalshi continues listing such markets, raising regulatory questions about oversight and risk controls for derivatives tied to political events.
Bitcoin Options Expiration Looms as Analyst Declares Bull Run
Approximately $15.6 billion in Bitcoin options are set to expire on Friday, September 25, according to CCN. Fundstrat analyst Tom Lee characterized the current market movement as a "face ripper," suggesting a bull run is underway, though the article provides limited detail on underlying price drivers or technical context.
[[alloc] init] Proposes Shielded Bitcoin Privacy Protocol
[[alloc] init] has released a proposal for Shielded Bitcoin, a protocol designed to enable private transactions on the Bitcoin network with strong privacy guarantees. The proposal aims to address Bitcoin's current transaction transparency by allowing users to conduct shielded transfers while maintaining compatibility with the existing blockchain.
ARK Venture Fund tokenizes private stakes via Securitize on Ethereum
ARK Investment Management's venture fund is partnering with Securitize to tokenize its holdings in private companies including OpenAI and Anthropic, launching first on Ethereum with potential expansion to other blockchains. The move brings onchain exposure to sought-after private tech equity, combining traditional venture positions with blockchain infrastructure.
Solana DEX Weekly Trades Exceed NYSE Volume
Solana decentralized exchanges processed approximately 208 million spot trades in the week ending September 13, surpassing the New York Stock Exchange's roughly 190 million trades for the same period. The network remains behind Nasdaq volumes but the comparison highlights growing transaction throughput on Solana's blockchain infrastructure.
Bloomberg analyst: Wirehouse rules limit Bitcoin ETF adoption among advisors
Bloomberg analyst James Seyffart says trillions in advisor-managed wealth remain outside Bitcoin due to strict wirehouse compliance rules that cap ETF adoption. The analysis suggests potential inflows if regulatory constraints on financial advisors ease, though no timeline or specific policy changes are mentioned.
CKC Fund founder warns failed CLARITY Act risks offshore tokenization
David Doss, CKC Fund founder and managing director, told Crypto.news that failure to pass the CLARITY Act could drive tokenization activity outside the United States. In an interview with Selva Ozelli, Doss discussed institutional digital asset investing, risk management, and infrastructure needs to connect crypto strategies with professional investors.
Ondo Finance Launches Three BlackRock-Backed Portfolio Tokens
Ondo Finance announced three new onchain portfolio tokens based on investment strategies developed by BlackRock on September 24. The tokens provide eligible non-US investors access to each portfolio through a single onchain instrument, expanding Ondo's institutional-grade tokenized asset offerings.
New York sues Polymarket over alleged illegal gambling
New York has filed a lawsuit against Polymarket, alleging the prediction-market platform operates as an illegal gambling service. The action reflects ongoing regulatory uncertainty around prediction markets and may influence how states and federal authorities classify and oversee such platforms.
XRP Briefly Tops $100B Market Cap Before Profit-Taking
Ripple's XRP token briefly exceeded a $100 billion market capitalization driven by ETF inflows and increased on-chain activity, but selling pressure subsequently pushed the asset back below that threshold. The milestone reflects heightened trader interest in the token amid institutional investment flows.
Solana Advances SIMD-0112 Proposal to Reduce Validator Latency
Solana developers have advanced SIMD-0112 through core review, a proposal designed to reduce block-propagation latency on the network. The improvement has been approved for implementation work but remains pending deployment on mainnet, with validator software expected to arrive in a future client release.
Ondo Surges 20% After Launching BlackRock Portfolio Tokens
Ondo jumped more than 20% following the deployment of three BlackRock-designed portfolios onchain. Litecoin gained 18% without an apparent catalyst, while Bitcoin held near $84,000 and Ether traded lower; 51 of 60 large-cap tokens on Kraken opened above their 00:00 UTC levels.
Coinbase Fixed-Rate Bitcoin Loans Risk Liquidation Post-Maturity
CryptoSlate reports that Coinbase's fixed-rate Bitcoin loan product may expose borrowers to liquidation risk after loan maturity, even when collateral remains healthy and Bitcoin price has not declined. Unpaid balances can trigger liquidation eligibility independent of market movements, presenting a structural risk in the platform's lending mechanics.
CoinDesk Examines Hidden Costs of Self-Custody Bitcoin
CoinDesk's Crypto for Advisors column explores the often-overlooked expenses associated with self-managing Bitcoin holdings, including security infrastructure, insurance, and operational complexity. The analysis is aimed at financial advisors considering custody options for clients' digital assets.
UK Banks Complete First Interbank Tokenized Deposit Transactions
Barclays, NatWest, HSBC, and other UK banks have completed what CoinDesk describes as the world's first interbank transactions using tokenized deposits, moving bank-issued digital cash beyond single-institution use. The tests included remortgages and marketplace payments, advancing the infrastructure for central bank digital currency and tokenized settlement systems.
Litecoin price approaches $75 on golden cross signal
Litecoin traded near $74.20 after breaking through the $64–$65 resistance level, with a golden cross forming on the daily chart. Traders are watching whether the rally can sustain momentum to clear the $75 threshold.
Bitcoin Bear Markets Becoming Milder, Signals Maturing Market
Bitcoin's most recent bear market proved less severe than historical downturns, according to CoinDesk analysis, attributing the moderation to growth in spot ETFs, institutional participation, and broader market maturation. The structural changes may also reshape future bull market cycles.
Trust Wallet integrates MoonPay Trade for cross-chain swaps
Trust Wallet has integrated MoonPay Trade to enable cross-chain trading directly within the wallet interface. The integration aims to enhance user autonomy and security in crypto trading by offering seamless swaps across multiple blockchains without leaving the wallet application.
CFTC Updates FAQs on Crypto Assets and Blockchain Technologies
The Commodity Futures Trading Commission released updated FAQs addressing crypto assets and blockchain technologies, aiming to streamline integration into financial systems. The guidance aligns with SEC standards and is expected to influence market structures for crypto-related products and services.
XRP and DOGE Slide Sharply as MVRV Metrics Signal Potential Buying Opportunity
XRP and DOGE experienced sharp declines, with both tokens trading deeply in the red. Technical analysts noted that negative Market Value to Realized Value (MVRV) readings—which measure unrealized losses—may attract long-term holders seeking entry points, suggesting a potential contrarian signal despite the price weakness.
On-Chain Signals Test Sustainability of Bitcoin Rally
CryptoPotato analysis examines two unspecified on-chain metrics to gauge the durability of Bitcoin's recent price gains. The article notes that miners face pressure to sell at higher prices due to elevated electricity and equipment costs, a factor that can constrain rallies.
OpenZeppelin Brings Smart Contract Security Tools to TRON
OpenZeppelin announced integration with the TRON network, making its audited smart contract libraries, upgrade tools, and Contracts Wizard available to TRON developers. The offering includes security-focused development frameworks adapted for TRON's standards, enabling builders to access familiar tooling for tokens, governance, and evolving applications with built-in security checks and AI-assisted support.
BlackRock's BUIDL Tokenized Fund Surpasses $552M AUM
BlackRock's BUIDL tokenized fund reached $552.4 million in assets under management as of September 22, according to Securitize dashboard data. The product, distributed via Securitize and restricted to qualified institutional investors, continues to grow as adoption of tokenized fund vehicles expands in institutional crypto markets.
Cardano Foundation, Fireblocks to add token support by March 2027
The Cardano Foundation and Fireblocks announced plans to add full support for tokens issued on the Cardano network by March 2027. ADA traded near $0.26 following the announcement, which expands custody and infrastructure options for Cardano-based assets.
Lido DAO Executes Vote #206 to Update Staking Router Parameters
Lido DAO executed onchain Vote #206, updating staking-router and node-operator configuration parameters. The governance action, distinct from concurrent Vote #205, made operational changes without altering stETH withdrawal mechanics or core protocol functionality.
Paxos Labs Launches PAXGy Token Backed by PAX Gold
Paxos Labs introduced PAXGy, a token built on PAX Gold (PAXG) that allows holders to earn returns from gold leasing activities. The token is designed to increase redemption amounts for PAXG holders as reserves generate yield through leasing operations.
Fed Proposes Reserve and Capital Rules for Stablecoin Issuers
The Federal Reserve has proposed reserve, capital, and application rules for supervised stablecoin issuers as part of implementing the GENIUS Act framework. The rules establish regulatory requirements for entities seeking to issue stablecoins under Fed oversight.
Lynq migrates institutional settlement to Avalanche L1
Lynq has migrated its institutional settlement operations to Avalanche L1, citing enhanced control and processing efficiency as key benefits. The move is positioned to improve competitiveness in institutional crypto settlement dynamics, though specific performance metrics and timeline details were not disclosed.
NYSE Planning Infrastructure for $5.5T Tokenized Asset Market
NYSE is developing infrastructure to support a proposed $5.5 trillion tokenized asset market, contingent on a new NYSE venue and regulatory approval. ICE and Blockchain.com are reportedly involved in plans to share market data as part of the initiative.
Institutions Held Bitcoin Through Crash, Some Added Position
A new report finds that institutional investors maintained their bitcoin holdings during market downturns and some increased positions, suggesting bitcoin has emerged as the primary cryptocurrency asset favored by large investors. The research indicates institutional consensus around bitcoin compared to other digital assets.
SEC's Peirce Calls for Ending KYC 'Panopticon' in Final Speech
Outgoing SEC Commissioner Hester Peirce argued that regulators' know-your-customer data collection poses privacy risks to the people it aims to protect, citing recent KYC leaks that have exposed crypto holders to phishing and physical attacks. Peirce characterized the accumulated data as "haystacks" that create surveillance risks rather than security benefits.
Bitcoin pulls back below $85K as Fed rate-hike odds rise
Bitcoin fell below $85,000 after reaching an eight-month peak near $87,400 last week, with growing market expectations of an October Federal Reserve rate increase weighing on the rally. The pullback reflects renewed sensitivity to macroeconomic policy shifts and their impact on risk assets.
Bitcoin Rally to $85K Fueled by ETF Inflows and Rising Leverage
Bitcoin reached an eight-month high before retreating toward $85,000, driven by $1.7 billion in U.S. spot ETF inflows over two days and $2 billion in new futures positions from traders. The rally reflects increased institutional and leveraged participation in cryptocurrency markets.
CLARITY Act may still pass in 2024, former congressman says
Former Ohio congressman Tim Ryan told Crypto.news the CLARITY Act could pass this year if lawmakers resolve disputes that blocked a 49–50 Senate vote on September 15. Ryan, an adviser to blockchain firm Shyft, cited potential pathways to resolution but did not specify which disagreements require resolution.
Strive Raises $86M via SATA to Expand Bitcoin Treasury Holdings
Strive generated approximately $85.88 million through sales of SATA preferred stock across three trading sessions, sufficient to purchase around 1,002 Bitcoin at current market rates. The capital raise continues Strive's strategy of building a Bitcoin treasury, with the SATA issuance serving as the funding mechanism.
Gnosis Pay shuts consumer card program, pivots to B2B by end-2026
Gnosis Pay will discontinue its consumer debit card offering and transition to business-to-business services by December 20, 2026. The shift may reduce consumer-facing token utility for GNO but could strengthen enterprise partnerships and protocol adoption in institutional contexts.
SUI Flashes Potential Bull Market Signal Amid Recent Pullback
SUI has exhibited a technical pattern that market observers interpret as a potential signal for an incoming rally, despite experiencing a recent price pullback. The asset's positioning suggests conditions favorable for a strong upward move, though the brief source material does not specify which macro indicator or pattern triggered the assessment.
CleanSpark Bitcoin Reserve Surpasses 10,500 BTC
Bitcoin mining company CleanSpark announced its unencumbered Bitcoin holdings have exceeded 10,500 BTC, representing accumulated reserves rather than single-month production. The milestone reflects the miner's strategy of retaining a significant portion of mined Bitcoin on its balance sheet rather than liquidating.
Kamino Launches GPU-Loan-Backed sUSDai Collateral Market on Solana
Kamino, curated by Allez Labs, has opened a new collateral market on Solana allowing holders to borrow USDC against GPU-loan-linked sUSDai at up to 80% loan-to-value, with liquidation thresholds beginning at 85%. The market expands Kamino's lending offerings by enabling users to leverage GPU-backed assets as collateral.
Brooklyn Man Sentenced to 12 Years for $16M Coinbase Phishing Scam
Ronald Spektor, 23, received a 12-year prison sentence for orchestrating a phishing scheme that defrauded Coinbase customers of $16 million. Spektor used social engineering tactics to gain unauthorized access to customer accounts and steal funds, according to the sentencing outcome.
Saifedean Ammous: Falling Bitcoin Volatility Signals Macro Asset Status
Economist Saifedean Ammous argues that declining Bitcoin volatility represents the strongest bullish indicator for the asset, positioning it as a true macro hedge amid bond market stress. The claim frames Bitcoin's price stability as evidence of maturation into a macroeconomic asset class rather than a speculative instrument.
WisdomTree Updates SEC Filing for Tokenized Fund Expansion
WisdomTree has updated SEC registration materials for its digital-asset fund expansion, focusing on distribution and registration mechanics for tokenized investment products. The filing represents a procedural step in regulatory compliance rather than a launch announcement or final approval, as the company continues building infrastructure for tokenized offerings.
ARK Launches Tokenized Venture Fund on Ethereum
ARK has launched a tokenized venture fund on Ethereum with a $500 minimum investment for US retail investors through Securitize. The fund operates with limited liquidity, offering quarterly repurchase opportunities rather than continuous buyback availability.
Morgan Stanley, Oliver Wyman Project $2.3T Tokenized Assets by 2030
Morgan Stanley and Oliver Wyman forecast tokenized assets will reach $2.3 trillion by 2030, with collateral mobility representing $1.7 trillion and reserve/treasury management contributing $400 billion in their base-case scenario. The projection suggests significant growth in digital asset infrastructure over the next six years.
US Explores Overseas Dollar Stablecoin Push to Lift Treasury Demand
According to reporting, US officials are considering promoting dollar-backed stablecoins internationally as a mechanism to increase demand for US Treasuries and strengthen dollar dominance. The GENIUS Act established reserve requirements that would tie stablecoin circulation to holdings of dollars and short-term Treasury securities, creating a potential policy lever to support both the digital-asset market and government financing.
Strategy Updates ATM Financing Program, Preserves Bitcoin Purchase Capacity
Strategy updated prospectus materials for its at-the-market equity financing program, maintaining capital-raising capacity for future corporate purposes including potential Bitcoin acquisitions. The filing represents a financing update rather than disclosure of a completed purchase, according to Bitcoinist.
Morpho Founder's Vault Classification Proposal Faces Aave Criticism
Morpho founder Paul Frambot proposed categorizing on-chain vaults as "noncustodial" or "discretionary" for regulatory purposes, but Aave founder Stani Kulechov rejected the framework as self-serving. Vault builders disputed Frambot's assertion that timelocks remove manager control, suggesting the classification lacks technical substance for regulatory distinction.
Bitget Disables All Withdrawals Following $165M Transfer
Bitget disabled withdrawals across all 4,930 asset-network pairs on its platform while deposits and spot trading remained active, according to The Defiant. The move followed a $165 million transfer to a single address, raising questions about the exchange's operational status.
TRON's $30 Trillion Lifetime Volume May Mask Network Challenges
CryptoSlate examines TRON's $30 trillion cumulative transaction volume since launch, noting the metric could obscure underlying network issues. The analysis highlights that the TRON DAO separately reports approximately $6 trillion in USDT transfers in the current year, suggesting volume concentration in stablecoin activity rather than diverse use cases.
Bitget Exchange Loses $352M in Security Breach
Crypto exchange Bitget disclosed a $352 million hack after independent researchers detected abnormal wallet activity, with CEO Gracy Chen asserting that user funds remain secure. The timing of the announcement following external detection suggests the breach was identified by third parties rather than the exchange's internal systems.
Ondo Finance Denies Sale Talks Following Founder's Death
Ondo Finance rejected reports that the company was seeking buyers following founder Nathan Allman's death. The company issued a vehement denial of the sale rumors, while Allman's estate declined to comment on the matter.
CFTC Clears U.S. Commodity Firms to Use Tokenized Assets, Blockchain Records
The U.S. Commodity Futures Trading Commission has issued guidance permitting registered commodities firms to invest in tokenized assets and maintain blockchain-based records as standard industry practice. The regulatory move signals the CFTC's ongoing effort to integrate digital infrastructure and asset tokenization into the commodity trading framework.
Bullish, Alpaca, Apex Form Coalition for Tokenized Stocks
Three fintech platforms—Bullish, Alpaca, and Apex—have formed a coalition to develop issuer-backed tokenized stocks linked to official shareholder records. The effort follows the U.S. SEC's innovation exemption framework for tokenized stock trading, positioning the group to enable on-chain equity shares that maintain compliance with traditional registry systems.
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