Latest Crypto News | Bitcoin, Ethereum and Altcoin Updates

Ahead of the Federal Reserve rate decision, Bitcoin traded between $75,500 and $82,850 after rebounding from a July low of $57,820. Technical resistance was identified at $81,700-$82,850, with further hurdles near $84,500-$86,500 and $90,000. Support stood at $73,500-$75,000 and $67,300-$69,100. After the rate decision, Bitcoin traded between $74,950 and $81,950, then broke higher following consolidation. A reported 1x-leverage long trade entered near $77,600 and exited at $81,294, producing an estimated 4.76% return. Bitcoin is now approaching resistance near $82,850, while technical models warn of overbought conditions and a possible market top. Traders may also monitor support at $79,500-$80,500, followed by $73,500-$75,000 and $67,300-$69,100. HYPE rose from about $51 to $89.76 in the earlier phase, then rebounded from roughly $75 to a record high of $94.52 on 19 September. The token is now considered deeply overbought. Key HYPE support levels are $90, $84-$85 and $76-$77, while resistance is near $100. The token could enter high-level consolidation after its current upward leg ends. For both Bitcoin and HYPE, the analysis favours limited position sizes, confirmation at support or resistance, and strict stop-loss controls. Traders are advised to avoid aggressive buying and remain cautious around major Federal Reserve-related volatility. These technical views are not investment advice.

Binance has expanded eligibility to use bStocks as margin collateral across all users of its Cross Margin and Unified Trading Account services. Retail users, VIP 1 and VIP 2 customers must complete a suitability assessment before using bStocks as collateral or trading bStocks with leverage. VIP 3 and higher-level users are exempt from this risk-control requirement. The change broadens access to Binance bStocks margin trading, but the assessment requirement for lower-tier users highlights continued focus on investor suitability and leveraged trading risks. Traders should monitor changes in collateral demand, margin requirements and account eligibility, although the announcement does not itself indicate a change to cryptocurrency prices or market liquidity.

Bitcoin may have more upside than gold if Bitcoin ETF hedging demand declines, according to a JPMorgan report. Analysts led by Nikolaos Panigirtzoglou said short interest in BlackRock’s iShares Bitcoin Trust (IBIT) is near its 2026 high, while positioning in the SPDR Gold Shares ETF (GLD) is less defensive. IBIT also has a higher put-to-call open interest ratio than GLD, signalling stronger bearish protection around Bitcoin. Bitcoin ETFs have recovered only about half of their earlier 2026 outflows, compared with a full recovery for gold ETFs. JPMorgan argues that this heavier hedging could become a bullish contrarian signal. If sentiment improves, short covering and reduced downside protection could support Bitcoin relative to gold. Bitcoin was trading near $78,100 after rising more than 2% and moving back above its 200-day moving average, near $73,200. The key technical level is $82,300, which has rejected BTC twice. A daily close above it could indicate that hedging is unwinding and open a path towards $98,300. Failure to break higher could leave Bitcoin ranging between $70,000 and $82,000 through the end of 2026. Traders should monitor ETF flows, IBIT short interest, bond yields and Federal Reserve policy.

Franchise cricket betting differs sharply from international cricket because T20 matches are more volatile and team squads change frequently. With no draw market, one over can decide the result, making match-winner and derivative markets highly sensitive to short-term events. Confirmed lineups are crucial. Franchise teams rely on overseas players who may leave because of national-team duties, injuries or travel. A single absence can remove a major batting option or a specialist death bowler. Venue history is often more valuable than recent form for T20 betting. Pitch behaviour, boundary size and dew can determine whether a score of 160 is competitive or 200 is expected. The toss can also materially affect prices, particularly at venues where the team batting second benefits from evening dew. The article reviews five betting platforms: Dexsport, Stake, Cloudbet, BC.Game and Vave. Their cricket coverage, market depth, limits and availability across smaller franchise leagues vary considerably. Less liquid competitions may offer wider margins, but they also create greater risk for casual bettors. Before placing a franchise cricket betting wager, traders should check venue statistics, wait for confirmed lineups and assess whether the ground favours chasing. Legal restrictions, KYC requirements and responsible gambling limits should also be considered. The article is informational and does not provide betting predictions or financial advice.

Crypto casino licensing varies sharply by jurisdiction, and the word “licensed” does not guarantee strong player protection. Strict regimes such as the United Kingdom, Malta, Germany and the Netherlands require formal complaints processes and responsible-gambling controls. These include approved alternative dispute resolution, deposit limits, reality checks, national self-exclusion, Germany’s €1,000 cross-operator deposit cap and OASIS system, and the Netherlands’ CRUKS register. Strict European regimes generally do not permit crypto payments for licensed operators, meaning crypto casinos are typically offshore by design. The key distinction in crypto casino licensing is the dispute route. A UK-approved ADR scheme can issue a binding outcome, while reformed Curaçao licensing offers a complaint channel and publicly named beneficial owners. Anjouan registration mainly confirms that a licence exists and does not endorse the operator or its services. Among the platforms discussed, Dexsport holds an Anjouan licence and operates a non-custodial model. Cloudbet operates under Curaçao licensing and has traded since 2013. Stake uses different licences depending on the market and serving entity. BC.Game operates under reformed Curaçao licensing, while Vave discloses less about its licensing position. Traders and users should verify the issuing regime, the legal entity on the regulator’s register and the protections that actually apply. Crypto casino licensing can affect dispute resolution, deposit safety and access to self-exclusion tools, but it does not directly signal bullish or bearish conditions for cryptocurrency prices.

S&P 500 inclusion can trigger substantial mechanical buying, but it does not automatically improve a company’s business or guarantee a lasting rally. Once a stock enters the S&P 500, index funds, ETFs, pensions and other institutional portfolios must buy it to match the benchmark. The index uses float-adjusted market capitalisation, so a hypothetical stock with a 0.5% weighting would require a $100 billion tracking fund to hold about $500 million of its shares. Historically, traders often bought stocks after inclusion was announced and before the effective date, anticipating passive-fund demand. However, research from S&P Dow Jones Indices found that this traditional S&P 500 index effect weakened significantly between 1995 and 2021 as markets became more liquid and better at anticipating index changes. A Federal Reserve Bank of New York study also found that companies joining the S&P 500 had typically already recorded strong earnings growth, rising valuations and positive price momentum. After adjusting for that prior performance, researchers found no permanent valuation gain caused solely by index membership. For traders, S&P 500 inclusion may create short-term volume and volatility around the announcement and rebalance dates. The stock may then return to trading on earnings, valuation, economic conditions and investor expectations. S&P 500 inclusion is therefore a source of potential near-term demand, not a standalone long-term buy signal.

Neobanks make money without branches by replacing physical infrastructure, not the underlying economics of financial services. Their main revenue streams include card payments, interchange fees, interest income, subscriptions, foreign exchange and wealth products. Chime’s filings show the importance of card usage. In 2025, debit-card interchange generated 49% of its revenue, while credit-card interchange contributed a further 20%. This allows Chime to offer accounts without monthly maintenance fees while earning money when customers spend. Revolut illustrates a more diversified model. Its 2025 revenue reached £4.5 billion, with card payments accounting for 22.2%, interest income 21.6%, subscriptions 15.7%, wealth products 14.7% and foreign exchange 13.4%. Neobanks can also benefit from customer deposits by earning a margin between income from lending or investing balances and the interest paid to customers. Some rely on partner banks, while others are seeking direct banking licences. Revolut’s US charter application could allow it to offer deposits and loans more directly. The neobank business model increasingly resembles a financial supermarket. A customer acquired through a free account may later pay for premium services, currency exchange, investments, crypto products or loans. For traders, the key takeaway is that neobank growth depends on account activity, customer balances and cross-selling, rather than account fees alone.

The US Treasury has sanctioned Iranian crypto exchange BitBank over alleged links to financier Babak Zanjani and Iran’s sanctions-evasion networks. The Office of Foreign Assets Control (OFAC) said BitBank moved payments linked to the Hormuz Safe Marine Services Authority and allegedly transferred hundreds of millions of dollars in Bitcoin to Iran’s Islamic Revolutionary Guard Corps between June and July. The BitBank sanctions also target its developer, Pishtaz Simorgh Electronic Trade Company, and three executives connected to Zanjani. The action was imposed under Executive Order 13902 as part of Treasury’s Operation Economic Outcast. Zanjani, whose 2016 death sentence for embezzlement was commuted in 2024, allegedly rebuilt a business network that included crypto companies. BitBank has operated since at least 2024. The action follows US sanctions against Iranian exchanges Nobitex, Wallex, Bitpin and Ramzinex in June. Treasury previously said Nobitex handled more than half of Iran’s crypto inflows in 2025. For Bitcoin traders, the BitBank sanctions increase compliance, counterparty and liquidity risks when dealing with Iranian platforms. They may also prompt closer monitoring of Bitcoin transfers and stablecoin activity. The direct impact on Bitcoin’s price is likely to remain limited unless additional exchanges, wallets or major market participants are targeted.

Two Robinhood engineers, Hefu Chai and Huaisong Xiang, have been charged by the US Department of Justice with commodities fraud and wire fraud. Prosecutors allege they used confidential information about Robinhood Crypto token listings to trade related perpetual futures on Hyperliquid before public announcements. According to unsealed complaints, Chai allegedly traded ahead of at least 10 listing announcements, while Xiang allegedly traded before at least 11. Each reportedly earned more than $50,000 between 2025 and 2026. The employees were identified as having access to sensitive listing data and were barred from trading the relevant tokens before, and for 24 hours after, announcements. The charges carry maximum penalties of 10 years for commodities fraud and 20 years for wire fraud. Robinhood said it has zero tolerance for insider trading, reported the matter to authorities and is cooperating with the investigation. The case increases scrutiny of crypto insider trading, token listings and perpetual futures on decentralised derivatives platforms. It is unlikely to create a broad immediate price impact, but could lead to tighter exchange surveillance and compliance rules. The allegations also recall a separate Jane Street case involving the sale of about $192 million in TerraUSD (UST) before its May 2022 collapse.

Strategy executive chairman Michael Saylor says the US crypto industry should keep building products despite the CLARITY Act failing to advance in the Senate on 15 September. He supports using existing authority from the SEC, CFTC, Treasury and banking regulators to introduce compliant crypto services over the next two years. Saylor argues that the industry should prioritise lower costs, wider access and greater user control. His goal is to bring 50 million US users into crypto financial services in 2027 and 2028. He believes broad adoption could raise the political cost of reversing crypto-friendly policies and offer stronger protection than a weakened CLARITY Act. The Senate setback reflected unresolved disputes between Republicans and Democrats, including proposed limits on stablecoin rewards and regulatory sandbox participation. Saylor instead highlighted bank custody of Bitcoin, BTC-backed lending, stablecoin use, digital credit, tokenised securities and regulated crypto derivatives as areas that could progress under existing rules. The CLARITY Act remains important because it could clarify crypto-asset classifications and regulatory oversight. However, the delay may encourage regulators and companies to pursue incremental measures and product launches. For traders, the short-term price impact is likely neutral. Legislative uncertainty remains, while regulatory progress and wider Bitcoin adoption could support the market over the longer term.

Block, Inc. (NYSE: XYZ) has received a Buy rating after a sharp operational turnaround. The payments and financial technology company cut its workforce by about 40%, used AI to improve productivity and accelerated product development. These job cuts and efficiency measures helped produce record adjusted operating margins and several consecutive “beat-and-raise” quarters. Block also increased its fiscal 2026 guidance. Based on that outlook alone, the analyst set a 12-month price target of $105–$110, compared with a share price of about $79.50 and a market capitalisation near $47.1 billion in mid-September 2026. The thesis suggests further upside if Builders Bank receives a federal charter to provide Bitcoin custody, although that potential benefit is not included in the valuation. Insider activity is a key risk. Executives reported 98 share sales and no purchases over the past six months. That imbalance may limit investor confidence and supports cautious position sizing, despite Block’s stronger margins, AI adoption and improving fiscal outlook. For crypto traders, the Bitcoin custody project is the main digital-asset catalyst, but the article does not indicate an immediate change in Bitcoin market liquidity or regulation.

Reddit (RDDT) has been rated Hold with a $158 price target as investors weigh its strong margins against slowing growth. The stock is down about 37% this year following a broad rotation away from semiconductors and software. Reddit advertising revenue growth is decelerating as daily and weekly active users in the US show signs of slowing. Changes in AI-driven search may also be affecting user acquisition, engagement and traffic visibility. Reddit’s gross margins remain above 90%, while adjusted EBITDA margins are expected to expand. Further upside depends on Reddit securing significantly larger data-licensing agreements and developing clearer monetization strategies. Although Reddit’s valuation appears more reasonable after the sell-off, risks linked to US user growth, search disruption and advertising momentum remain. The analysis therefore remains cautious until Reddit demonstrates more durable user growth and monetization.

FomoPeek malware was discovered in versions 1.1 and 1.2 of the crypto monitoring app listed on Apple’s App Store. Security firm SlowMist said the app contained apptrace and libapptracecore, which enabled remote commands, iOS kernel exploitation, sandbox escapes, Keychain decryption and cross-app data theft. The affected versions were released on 9 and 12 September 2026. The malware could identify wallets from a list of 135 app identifiers and target data from 19 wallet and note-taking apps, including MetaMask, OKX Wallet, SafePal, Trust Wallet, Gate Web3, imToken, TokenPocket and TronLink. Researchers also found an archive containing Apple Notes database files. SlowMist’s MistTrack linked a major attacker address to 579,984.34 USDT across Ethereum, BNB Chain and Arbitrum. Version 1.3, released on 17 September, removed the malicious modules but could not recover previously exfiltrated data. Users who installed FomoPeek 1.1 or 1.2 should treat seed phrases, private keys and sensitive credentials as compromised. They should use a clean, updated device to move funds into a completely new wallet. Reinstalling the app, changing passwords or revoking token approvals cannot protect assets if attackers already control the private key. The FomoPeek malware incident highlights the risks of App Store supply-chain attacks and referral-driven crypto applications.

Trader Noah Goldberg argues that artificial intelligence could eventually make traditional market prediction so accurate that public-market returns increasingly reflect factor exposure rather than genuine alpha. As AI tools improve, prices may absorb information faster, leaving excess returns mainly to large funds with superior data, networks and computing power. Goldberg says investors often mistake exposure to rewarded risks for stock-picking skill. Examples include quality retailers such as Costco and Walmart, which benefited from passing inflation through to consumers before higher interest rates weakened that support. A similar dynamic may be supporting megacap technology companies, as AI-related spending flows into advertising and cloud services. In crypto, token economics has created new mechanisms for reflexivity, where price gains, narratives and capital inflows reinforce one another. The success of HYPE suggests reflexivity alpha has not disappeared, but Goldberg warns that these opportunities may increasingly behave like a market factor rather than unique skill. As more projects compete for limited attention, the cost of building self-reinforcing narratives rises, while the probability of success falls. Traders should distinguish sustainable fundamentals from leverage- and narrative-driven momentum.

The US Senate blocked further progress on the Clarity Act after a procedural vote ended 49-50, below the 60 votes required to advance the cryptocurrency market structure bill. Andreessen Horowitz partner Chris Dixon said the result was disappointing but argued that on-chain activity, institutional blockchain adoption and crypto innovation remain strong. Dragonfly partner Haseeb Qureshi said the SEC and CFTC could still develop clearer rules, while warning that broad consumer adoption may offer the industry stronger long-term protection than legislation alone. Waterdrip Capital’s Jademont viewed the bill as a potential bipartisan framework, with disputes reportedly focused on ethics provisions linked to Donald Trump. The failed vote could therefore lead either to a revised bill after the midterm elections or to a more aggressive Republican-led proposal. The report also highlights Bitcoin’s return to $80,000 and renewed interest in altcoins, although it does not provide enough data to confirm a sustained market recovery. Separately, Blockchain Capital urged AI investors to revisit lessons from crypto investing, while Delphi Digital examined AI agent task markets that could allow users to buy and sell work outcomes. Begin Capital argued that crypto venture capital is shifting away from narrative-driven projects waiting for token generation events. Ten publicly disclosed funding rounds from 7-13 September raised more than $166 million, involving Payward, Latitude, Ethos, Agentum, Antarctic Exchange, RealGo, TINA, TRM Labs, Tazapay and Bilinear Labs.

Aave V4 is now operational on Circle’s Arc blockchain, following the Protocol Security Council’s decision to lift a temporary deployment halt on 16 September. Arc is designed for institutional stablecoin settlement and tokenised assets, strengthening Aave V4’s role in institutional DeFi. The initial Aave V4 market supports USDC, EURC, cirBTC and WETH. It uses a hub-and-spoke architecture, with a Core Liquidity Hub supplying market-specific spokes. The launch includes a general Main Spoke and a Forex Spoke for stablecoin borrowing. This structure is intended to reduce liquidity fragmentation while enabling separate risk parameters. Aave governance has set conservative supply and borrowing caps while Arc’s liquidity develops. The deployment could improve USDC integration, capital efficiency and cross-market liquidity, but its trading impact will depend on institutional adoption, borrowing demand and liquidity inflows. Traders should monitor Arc total value locked, stablecoin volumes, AAVE activity and any changes in borrowing rates.

HYPE has gained a new use case after Hyperliquid users borrowed $269 million against the token on the first day of its lending launch. The feature may improve capital efficiency and support HYPE demand, but it also increases leverage and the risk of forced liquidation if prices fall. Hyperliquid’s safeguards include an 82.5% liquidation threshold, a 10% interest reserve and a $500 million USDC borrowing cap. Glassnode said Bitcoin has fallen below its key $76,700 realised-market mean. New capital demand is weakening, with Bitcoin realised capitalisation turning negative, US spot Bitcoin ETFs recording about $334 million in weekly outflows and stablecoin supply remaining broadly flat. Traders are watching $71,300, followed by the $62,000-$65,000 area, while a recovery above $76,700 could restore the previous range. Bankless co-founder David Hoffman declared that an altcoin season may have begun, highlighting HYPE, ZEC, VVV, NEAR and LIT. However, this view contrasts with weakening Bitcoin flows and rising downside risks. GSR research found that high fully diluted valuations and low initial circulating supply have historically produced poor token performance. Tokens with FDV above $1 billion retained a median of only $0.19 for every $1 invested after one year, while low-float launches often fell below their listing price within three days. The market outlook is mixed: HYPE and selected altcoins may attract speculative capital, but weak Bitcoin demand, leverage and token-unlock pressure remain key risks.

NEAR Protocol has released nearcore 2.14.0-rc.1, the first release candidate for a major protocol and database upgrade. The release raises the protocol version from 85 to 87, with validator voting scheduled to begin on 23 September at 00:00 UTC. If approved, activation is expected 7–14 hours after the voting epoch ends. Validators must upgrade before voting to remain in consensus. The nearcore 2.14.0 upgrade removes FunctionCall gas rewards by reducing the burnt-gas reward from 30% to zero. It also introduces stricter receipt limits, including a 4,194,944-byte cap for promise inputs and a 4 MB storage-proof limit per receipt. Other changes include ML-DSA-65 post-quantum signature verification, SHA-3 host functions, early chunk-producer reassignment and updated contract-loading fees. The release rejects DelegateV2 actions, nested WithdrawFromGasKey actions, empty FunctionCall method names and oversized state-init receipts. Its database upgrade raises DB_VERSION to 51 and requires operators to review state-sync and epoch-snapshot configuration changes. As a release candidate, nearcore 2.14.0 still requires testing and compatibility checks; ordinary NEAR users do not need to install it directly. For traders, this is mainly a network infrastructure event rather than a direct token-demand catalyst. NEAR could see short-term volatility around validator voting and upgrade activation, but the immediate price impact is likely limited unless the rollout encounters technical problems or improves market confidence in the network.

Web3Caff Research’s weekly report highlights the growing focus on tokenised assets, blockchain infrastructure, payments and regulatory frameworks. Its featured analysis examines how traditional financial institutions are adopting distributed ledger technology through established systems rather than replacing them with public blockchains. The report compares SWIFT and Chainlink’s CCIP in financial messaging and interoperability, Canton Network in settlement, and DTCC in custody and market infrastructure. It argues that institutions prioritise permissioned access, privacy, identity controls, legal ownership and regulatory compliance. This model of institutional blockchain infrastructure is intended to improve settlement and asset servicing while limiting the risks associated with open networks. Key challenges include cross-ledger interoperability, global standards, cross-border rules and coordination between regulators and financial institutions. The report provides no specific fundraising figures or token launches, so its direct impact on crypto prices is likely limited. However, the analysis is relevant to traders monitoring tokenisation, stablecoin payments, blockchain infrastructure and the long-term institutional adoption of digital assets.

DIY Bitcoin hardware signing devices have evolved from simple open-source experiments into a coordinated ecosystem focused on self-custody, air-gapped signing and verifiable software. The movement began in 2018 with PiTrezor, which ported Trezor One’s open-source firmware to Raspberry Pi hardware. The project demonstrated that users could build a low-cost Bitcoin signing device, but also highlighted the need for reproducible builds and firmware verification. Projects including BitBoy and Bowser later explored DIY hardware as educational tools. Specter-DIY, launched in 2019 by Stepan Snigirev and the CryptoAdvance team, introduced fully air-gapped QR communication and stateless signing. Its reusable embit library later became core infrastructure for SeedSigner and Krux. SeedSigner used a roughly $5 Raspberry Pi Zero without Wi-Fi or Bluetooth, combining a camera and display for QR-based transaction signing. Its emphasis on user experience helped make DIY Bitcoin hardware signing devices more accessible. Krux adopted integrated Kendryte K210 development boards, reducing assembly requirements. Blockstream Jade also retained a DIY option through compatible third-party hardware. Related projects include ShieldSigner, which adds Satochip smart-card support, and Kern, an experimental firmware project. In November 2025, developers from Specter-DIY, SeedSigner and Krux met in São Paulo, with support from Vinteum and the Human Rights Foundation. They agreed to share responsibility for maintaining embit and exchanged work on secure boot, user experience and advanced multisignature functions. For traders, the development is strategically positive for Bitcoin’s decentralisation and self-custody infrastructure, but it is unlikely to create an immediate price catalyst. Security, supply-chain resilience and open-source verification may support long-term adoption, while the technical nature of DIY Bitcoin hardware signing devices limits near-term mainstream demand.

Bitcoin held near $75,000 after the Federal Reserve raised interest rates and the US Senate rejected the Clarity Act, suggesting traders had largely priced in both events. Bitcoin absorbed $571 million in long-position liquidations during the 24 hours after the Senate vote but avoided a deeper sell-off. Analysts expect Bitcoin to trade in a range until a fresh catalyst emerges. A move above $77,950, followed by $79,300 and $80,000, could signal a breakout towards $81,400. A fall below $75,000 would weaken the recovery and raise downside risks. The Clarity Act’s failure leaves statutory uncertainty in the US crypto market. However, analysts expect the Securities and Exchange Commission and Commodity Futures Trading Commission to continue developing rules under existing authority. The SEC’s temporary conditional exemption for eligible platforms trading tokenised US stocks was cited as evidence that regulatory progress can continue. Market participants remain divided. Some see Bitcoin’s resilience as evidence that liquidity, adoption and broader macroeconomic trends matter more than US legislation. Others, including Sigma Capital’s Vineet Budki, say the recent recovery does not confirm that a market bottom is in. Traders are watching the October 2 jobs report, October 14 Consumer Price Index release, exchange-traded fund flows and renewed spot buying for signs of Bitcoin’s next major move.

Hyperliquid launched manual borrowing on 18 September through its HyperCore infrastructure, allowing users to post HYPE or Bitcoin as collateral and borrow USDC or USDT. The feature supplements the platform’s automated lending system for portfolio-margin accounts. Hyperliquid reported $269 million in borrowed assets on launch day. The maximum loan-to-value ratio is 65% for HYPE and 50% for BTC. Liquidation thresholds are 82.5% and 75%, respectively. Collateral does not earn interest, while users supplying USDC or USDT can earn variable returns. Borrowing rates depend on utilisation, accrue hourly and update hourly. Account-level and global borrowing caps also apply. Manual borrowing is available to manual and unified accounts, while portfolio-margin accounts use automatic lending under the same HyperCore infrastructure. HYPE reportedly reached an all-time high of $90.92 around the launch, but available reports do not prove that manual borrowing caused the price rise. The launch-day borrowing figure also does not show longer-term demand, repayments or liquidations. The manual borrowing feature gives traders stablecoin liquidity while allowing them to retain HYPE or BTC exposure. Traders should monitor utilisation, hourly borrowing rates, collateral volatility and liquidation levels. HYPE offers higher borrowing capacity but may present greater liquidation risk because of its volatility.

WisdomTree is integrating MoonPay’s card and bank-transfer infrastructure into its WisdomTree Prime platform, expanding retail access to tokenized funds. The partnership includes the regulated WisdomTree Government Money Market Digital Fund (WTGXX), which uses blockchain to record ownership and distribution but is not a stablecoin. MoonPay says its ecosystem has more than 30 million registered accounts. Its payment and onboarding tools could reduce friction involving bank accounts, crypto wallets and blockchain transactions, helping tokenized funds reach investors beyond the crypto-native market. WisdomTree may also use MoonPay’s infrastructure for stablecoin reserve management and could extend the partnership to other funds and international markets. WTGXX seeks to maintain a $1 share price and held about $1.23 billion in assets as of September 17, 2026. It recorded roughly $466 million in net inflows over the previous 30 days. The broader tokenized US Treasury market was valued at about $15.4 billion, according to RWA.xyz. Ondo’s USDY was also cited as a product with positive flows. The deal highlights a shift in real-world asset tokenization from issuing blockchain-based funds to improving distribution and payment access. WisdomTree faces competition from BlackRock and Franklin Templeton, which are developing tokenized cash and Treasury products. The partnership could support adoption of tokenized funds, but it does not directly create demand for a major cryptocurrency or guarantee short-term price gains.

The London Company Small-Mid Cap Portfolio returned 12.1% gross and 11.8% net in Q2 2026. The Small-Mid Cap Portfolio delivered strong absolute gains but lagged its Russell 2500 benchmark on a relative basis. Stock selection was a performance headwind, while sector allocation provided partial support. The Russell 3000 Index rose 15.4% during the quarter, while the S&P 500 recorded its strongest quarterly performance since 2020. The rally was supported by artificial intelligence infrastructure spending and a positive earnings season. Only the technology sector outperformed the Russell 2500. Just 25% of profitable Russell 2500 companies beat the benchmark. Relative performance improved sharply in June, but the portfolio did not meet its expected 85–90% upside capture rate. For traders, the update highlights strong US equity momentum, continued leadership from technology and AI-related themes, and the importance of stock selection in small- and mid-cap markets.

Bitcoin traded near $81,500, with a 24-hour high of $81,849 and a low of $80,126. Ethereum outperformed, rising 2.36% to about $2,689 and briefly reaching $2,707. Crypto liquidations totaled $387 million over 24 hours, affecting nearly 120,000 traders. Short positions accounted for $228 million of the liquidations, compared with $158 million for longs, suggesting the rebound was partly driven by a short squeeze. The largest single liquidation was a $5.34 million Binance ETHUSDT perpetual-contract position. Solana rose 1.20% to $112.26, while XRP gained 1.29% to $1.4245. Bitcoin’s technical structure remained constructive, with its price above the 20-, 50- and 200-day moving averages. RSI stood at 64, while resistance was near the $82,075 Bollinger upper band and the recent $82,300 high. Ethereum’s RSI was 66.1 and its price also remained above key moving averages. The Crypto Fear and Greed Index eased to 70 but stayed in the greed zone. Bitcoin’s ability to break above $82,000, alongside derivatives positioning and liquidity flows, will be important for near-term trading direction.

Polymarket traders now assign a 9% probability to the average number of ships passing through the Bab el-Mandeb Strait being below 25 at the end of September 2026. The probability fell 38% over the past 24 hours. The Polymarket contract will use IMF PortWatch data, specifically the seven-day moving average of “Arrivals of Ships” on 30 September. The calculation covers container ships, bulk carriers, roll-on/roll-off vessels, general cargo ships and tankers tracked by IMF PortWatch. Settlement will rely on the original unrounded data. The market may use the latest available figure if the 30 September data is delayed for up to 14 days. Any clear official data-entry or integrity error may allow settlement to be postponed until the end of the third day after publication. A difference between IMF data and figures from other organisations will not qualify as an error. The sharp decline in Polymarket odds indicates that traders increasingly expect shipping activity through the strategic waterway to remain above the contract threshold.

Strategy stock gained 47.65% over the month through September 18, making it the best-performing Nasdaq-100 constituent during the period. MSTR closed at $153.92 after rising 16.39% in one session, while Bitcoin climbed more than 5% and reclaimed the $80,000 level. Strategy held 845,050 BTC as of September 13, acquired for approximately $63.73 billion at an average cost of about $75,412 per Bitcoin. The company remains the largest publicly traded corporate Bitcoin holder, with its holdings representing slightly more than 4% of Bitcoin’s 21 million supply cap. Strategy did not buy Bitcoin during the two reporting weeks after its latest purchase of 4,603 BTC for $369.7 million. Instead, it repurchased STRC preferred shares, spending about $315.6 million across the two periods. The company has spent roughly $950.8 million on STRC buybacks since July and increased the related authorization to $2 billion. The Strategy stock rally coincided with Bitcoin’s recovery, positive crypto ETF flows and fresh US regulatory developments. However, MSTR remains exposed to leverage, capital-raising activity, preferred-share obligations and Bitcoin volatility. Despite the monthly rebound, the stock was still down more than 55% over the previous 12 months.

Investor Bill Miller IV, chairman and CEO of Miller Value Partners, says he has “never been more bullish” on Bitcoin. He argues that Bitcoin’s market capitalisation is near the peak of the previous cycle, while global fiscal conditions have deteriorated significantly, creating a wider gap between Bitcoin’s price and its potential fair value. Miller compares Bitcoin’s market cap with the scale of US government borrowing, noting that one year of US deficit spending is roughly comparable to Bitcoin’s entire market value. He views Bitcoin less as a conventional asset and more as a stable denominator for measuring capital when government-issued monetary units are weakened by debt and inflation. The discussion also covers gold’s recent outperformance, capital rotation from artificial intelligence-related trades, liquidity flows involving Japan and US Treasuries, energy prices, inflation and Federal Reserve policy. Miller attributes gold’s lead partly to stronger investor familiarity with the asset, while describing Bitcoin’s relative performance as a form of narrative lag. For crypto traders, the key signal is a strongly bullish long-term Bitcoin thesis tied to fiscal deterioration, monetary debasement and global liquidity. However, the comments are an opinion rather than a new market catalyst. Short-term Bitcoin price action will still depend on liquidity, interest-rate expectations, institutional demand and risk appetite.

The article contains only Seeking Alpha’s guidelines for its daily political discussion forum. It provides no market-moving political developments, economic data, company news or cryptocurrency updates. No information is given on Bitcoin, Ethereum, altcoins, job cuts, the tech sector or fiscal impact. As a result, there is no actionable crypto market news for traders to assess.