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Latest Crypto News | Bitcoin, Ethereum and Altcoin Updates

Cboe Extends SPX Options Deal, Eyes Tokenized Options

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Cboe Global Markets and S&P Dow Jones Indices have extended Cboe’s exclusive licence to offer S&P 500 index options, known as SPX options, through 2051. The agreement replaces the previous 2032 expiry and leaves royalty terms unchanged in 2026, with revised terms starting in 2027. Cboe expects only a minimal effect on net revenue growth. The firms will also explore innovations beyond traditional derivatives, including tokenized options. No tokenized options product, regulatory filing, launch date, trading venue, blockchain network or settlement model has been announced. Any future tokenized options would therefore remain separate from Cboe’s existing SPX options until further details emerge. SPX options recorded a record 970.6 million contracts in 2025, with average daily volume of 3.9 million contracts. The scale highlights the potential market for blockchain-based derivatives, which could eventually support 24/7 trading, faster settlement, automated collateral management and smart-contract execution. The announcement comes as Nasdaq works with Payward, Kraken’s parent company, on tokenized equities. The New York Stock Exchange is developing a round-the-clock venue for tokenized stocks and ETFs, while DTCC plans to launch a tokenization service for assets held in its custody in October. For crypto traders, tokenized options are a long-term infrastructure theme rather than an immediate market catalyst. The news may support interest in tokenized real-world assets, blockchain settlement and derivatives platforms, but regulatory, market-structure and technical uncertainties limit the near-term impact on cryptocurrency prices.
Neutral
Tokenized optionsAsset tokenizationCboeS&P 500 optionsBlockchain derivatives

Ripple and CSD BR Launch XRP Ledger Project in Brazil

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Ripple and Brazil’s CSD BR are partnering to use the XRP Ledger in the country’s financial market infrastructure. The initial phase will record and audit tokenized investment fund shares from BTG Pactual. Selected assets will be mirrored on the XRP Ledger using the Multi-Purpose Token (MPT) standard. The blockchain will complement, rather than replace, CSD BR’s existing systems. Authorized corporate and banking clients will be able to verify asset records in near real time. The permissioned platform will require KYC and anti-money laundering compliance. CSD BR will retain control over asset issuance, participant access, freezing, and transaction reversals required by regulators or courts. Ripple’s custody infrastructure will support the XRP Ledger’s native capabilities. The companies may later explore native asset issuance and trading between approved participants. Potential assets include Brazil’s Real Estate Receivables Certificates (CRI) and Agribusiness Receivables Certificates (CRA). Additional confidentiality features are also planned. The Ripple partnership could strengthen blockchain adoption in Brazil’s regulated financial sector, but the initial project is limited in scope and does not guarantee immediate demand for XRP. Ripple is also expanding its GSmart platform, which uses AI for corporate treasury analysis while keeping financial calculations and transaction execution under human control.
Neutral
RippleXRP LedgerTokenizationBrazilian financial marketBlockchain infrastructure

AI Crypto Predictions for October: 8 Coins to Watch

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Several AI crypto predictions identify potential October outperformers, but the forecasts remain speculative and carry significant volatility risks. ChatGPT selected Uniswap (UNI), Ondo (ONDO) and Solana (SOL). UNI may benefit from CME Group’s planned UNI futures launch on 19 October, pending regulatory approval. However, traders should consider a possible sell-the-news reaction after the earlier futures announcement triggered a double-digit price gain. ONDO could gain from interest in tokenised stocks and funds, while SOL may receive support from spot SOL ETF inflows and the planned Alpenglow upgrade, which aims to reduce transaction finality from about 12.8 seconds to 150 milliseconds. Gemini ranked SOL first, followed by Sui (SUI) and Ethereum (ETH). It expects capital rotation into altcoins if Bitcoin leads the initial October move. Gemini said ETH could target $3,400-$3,600 if institutional ETF buying strengthens, although this is a forecast rather than a confirmed market target. Perplexity named XRP, Quant (QNT) and Zcash (ZEC). XRP spot ETFs have reportedly attracted more than $1.7 billion in cumulative net inflows, including about $75 million last week. QNT gained attention after The Clearing House selected Quant for its On-Chain Money Initiative, while ZEC is benefiting from privacy-coin momentum, Europe’s first ZEC exchange-traded product and a Grayscale ETF. Perplexity warned that ZEC’s sharp rally leaves it vulnerable to a severe correction. These AI crypto predictions highlight catalysts including derivatives listings, ETF flows, protocol upgrades and institutional adoption. Traders should verify the underlying developments, monitor liquidity and manage risk rather than treat the selections as investment advice.
Neutral
AI crypto predictionsOctober crypto marketAltcoinsCrypto ETFsInstitutional adoption

OKX Bitcoin Holdings Rise 4% in Proof-of-Reserves Report

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OKX reported $27.4 billion in primary assets in its 47th proof-of-reserves report, based on a September 8, 2026 snapshot. Customer Bitcoin holdings rose 4.07% to 139,865 BTC from 134,399 BTC in August. OKX held 153,151 BTC in controlled and third-party wallets, giving Bitcoin reserves a 109% coverage ratio, down from 111% previously. Ether customer balances increased 3.49% to 1.786 million ETH, while the ETH reserve ratio remained at 101%. USDT holdings rose 4.62% to about 8.493 billion tokens, with reserves covering 105% of customer balances. OKX said other listed assets, including USDC, XRP, DOGE, SOL and OKB, also maintained coverage at or above 100%. The OKX proof-of-reserves report covers 22 cryptocurrencies. Customers can verify reserve inclusion using wallet addresses, Merkle trees and zk-STARK proofs. However, the snapshot only reflects assets and liabilities at a specific time and is not equivalent to a full financial audit. For traders, the report indicates continued user-asset growth and more than 1:1 reported backing, but the lower Bitcoin and USDT reserve ratios warrant continued monitoring.
Neutral
OKXProof of ReservesBitcoin HoldingsCrypto Exchange Reserveszk-STARK

Pump.fun Plans Near-Zero-Fee Cross-Chain Trading App

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Pump.fun co-founder Alon Cohen has outlined a mobile and social trading app designed to expand token distribution while making crypto trading cheaper. The platform plans to charge approximately 0% trading fees on Solana and about 0.1% for cross-chain trades. Token creation will remain free apart from standard Solana network fees. The Pump.fun app is intended to promote tokens launched on its platform but will also allow users to access opportunities from other chains and launchpads. Its existing bonding-curve launch model will remain in place. Pump.fun is also expanding creator incentives. Its fee-sharing programme allows token creators to distribute fees among up to 10 wallets. The platform says its callout rewards programme paid out $11 million in less than six weeks by late September 2026. The strategy could increase trading volume, token visibility and liquidity across the Pump.fun ecosystem. However, near-zero fees may put pressure on platform revenue and could encourage more speculative memecoin activity. Traders should monitor the app’s launch timing, actual fee schedule, transaction volumes and the quality of tokens listed. Pump.fun remains closely associated with Solana’s memecoin market after launching in January 2024, while its PUMP token offering raised about $1.3 billion in July 2025.
Neutral
Pump.funSolanaMemecoinsCross-chain tradingTrading fees

Aptos Native USDT Launches on Taiwan’s MAX Exchange

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Taiwan’s MAX Digital Asset Exchange has launched deposits and withdrawals for native Tether USDT on the Aptos blockchain. The service went live on 29 September 2026, while trading pairs for HYPE, GRAM, APT and RENDER were scheduled to open on 30 September at 15:00 GMT+8. The Aptos native USDT integration allows users to convert Taiwanese dollars into USDT and withdraw the tokens directly to Aptos wallets. It removes the need for wrapped assets or cross-chain bridges, potentially reducing transaction complexity and operational risk. MAX warned users to select the correct Aptos network because transfers sent through the wrong network could result in permanent loss. Tether began issuing USDT natively on Aptos in late 2024. Support from MAX expands access to Aptos native USDT for Taiwan-based traders and strengthens the blockchain’s local fiat on-ramp and off-ramp infrastructure. MAX is operated by MaiCoin Group and is a major platform for TWD-denominated crypto trading. For traders, the listing could improve Aptos USDT liquidity and increase local participation in APT and other listed assets. However, the announcement does not guarantee sustained volume or price gains. Market activity will depend on user adoption, spreads, liquidity and broader crypto sentiment.
Bullish
AptosTether USDTMAX ExchangeTaiwan Crypto MarketTWD Fiat On-Ramp

Bitcoin Bear Market May Have Ended After 267 Days and 52% Drop

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Bitcoin’s current bear market may have ended on 30 June 2026 after lasting 267 days and producing a 52% decline from its October 2025 peak. If confirmed, it would be Bitcoin’s shortest and shallowest bear market since 2013, compared with previous cycles that lasted 362 to 406 days and fell 77% to 85%. Bitcoin has since risen nearly 50% from the June low, including a gain of more than 10% in the week before 23 September. River, a Bitcoin financial services firm, argues that the rally has been driven mainly by tightening supply rather than stronger demand. About 81% of circulating Bitcoin has not moved for at least six months, while long-term holders have accumulated more than 3 million BTC since 2020. The movement of dormant coins has also declined sharply in 2026. However, analysts and Reddit users remain cautious. They argue that a shallow Bitcoin bear market could reflect a weaker preceding bull market, while Bitcoin’s cycle-to-cycle returns have also diminished. Bitcoin remained down about 5% year to date on 30 September, meaning it would need to recover above roughly $88,000 to finish the year in positive territory. River acknowledged that demand has not clearly returned. Traders should therefore treat the rally as supply-driven and expect continued volatility until ETF inflows, trading volume and broader market demand improve.
Neutral
Bitcoin bear marketBTC priceCrypto market cycleBitcoin supplyETF demand

Robinhood Plans Weekend Trading for US Stocks

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Robinhood plans to introduce weekend trading for a curated list of US stocks and ETFs, subject to regulatory approval. Orders would be routed through Bruce ATS, an alternative trading system operated by Bruce Markets, which is majority-owned by Robinhood and PEAK6 Investments. The company has not announced a launch date but said the service could arrive soon or early next year. It would extend Robinhood’s existing 24 Hour Market, which currently operates from Sunday at 8 p.m. ET to Friday at 8 p.m. ET, towards near-continuous trading for selected securities. Demand for extended-hours access is already significant. About 25% of Robinhood’s 24 Hour Market volume on busy trading days occurs outside conventional market hours. The weekend trading initiative was announced at Robinhood’s HOOD Summit alongside plans for AI-powered trading agents, Cboe earnings contracts and cryptocurrency-linked perpetual futures. Weekend trading could give investors faster access to news and global market developments. However, thinner liquidity on Saturdays and Sundays may produce wider spreads, higher volatility and weaker execution. Traders should use limit orders and monitor the initial list of supported securities carefully. The rollout may also increase competition among brokerages and reinforce the broader trend towards round-the-clock financial markets.
Neutral
RobinhoodWeekend tradingUS stocksETFsExtended-hours trading

Alkane Resources Presents at Mining Forum Americas 2026

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Alkane Resources Ltd presented a slide deck at Mining Forum Americas 2026. The available article contains no operating updates, production figures, financial results, project milestones or cryptocurrency-related information. It is a Seeking Alpha transcript-related publication based on the company’s event materials. Traders should refer to the full presentation for details on Alkane Resources’ mining projects, commodity exposure and financial outlook.
Neutral
Alkane ResourcesMiningMining Forum Americas 2026CommoditiesInvestor Presentation

Gilts Supported by Fiscal Discipline but Global Rates Dominate

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UK gilts may gain some support from Prime Minister Burnham’s Labour conference speech, which was seen as reassuring on fiscal discipline. However, ING strategists said external forces remain the main driver of UK rates. Sterling rates moved little during the session, while oil prices and US interest rates continued to influence market direction. ING said a 5.4% yield on the 10-year gilt looks attractive, although the outlook for gilts will depend heavily on the global macroeconomic environment. Traders should monitor US Treasury yields, energy prices and expectations for central-bank policy, as these factors could outweigh domestic political signals. The eurozone is also awaiting consumer price index releases from France, Germany and Italy. These inflation figures could affect expectations for European Central Bank policy and create further volatility in bond and currency markets. Overall, the gilt market remains sensitive to global rates, inflation data and fiscal policy developments.
Neutral
UK giltsglobal interest ratesfiscal policyinflation datasterling

Alphabet AI Growth Could Drive 24–54% Upside by 2027–2028

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Alphabet is presented as an underappreciated leader in the agentic AI race. Its Google ecosystem, data infrastructure, global distribution and diversified revenue base could support long-term growth as AI agents automate search, commerce and enterprise tasks. The analysis estimates potential GOOGL stock upside of 24% to 54% by 2027–2028, based on conservative to optimistic operating income and valuation-multiple assumptions. Alphabet’s competitive advantages include a broad technology ecosystem, cost efficiency and strategic partnerships involving companies such as Anthropic and SpaceX. However, investors face risks from antitrust regulation, AI-related margin pressure and the possible cannibalisation of existing search and advertising revenue as agentic AI changes user interfaces. The thesis follows a similar argument for Meta Platforms, which could monetise AI agents through its billions of daily active users, shopping-agent transaction fees and enterprise AI services. The article’s author discloses long positions in GOOGL and META. Alphabet AI remains the central investment theme, but the projected upside depends on successful execution, sustained AI demand and favourable valuation conditions.
Neutral
AlphabetAgentic AIGOOGL stockArtificial intelligenceTechnology equities

Robinhood Adds AI Trading and 10x Crypto Perpetuals

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Robinhood is expanding its active-trading platform with AI trading agents, crypto perpetual futures and weekend stock trading. The company first introduced 24-hour trading in 2023 and announced the latest products at its HOOD Summit in Houston on September 29, 2026. Robinhood Agents will use OpenAI or Anthropic models to research markets, create watchlists and execute trades across stocks, options and crypto. Trades will initially require user approval, although customers can disable the safeguard. The agents will operate through dedicated accounts without margin at launch. A planned Loops feature will support standing instructions for automated trading strategies. Robinhood also plans to offer Bitcoin and Ethereum perpetual futures to eligible US customers through Robinhood Derivatives and Bitstamp. The contracts will support leveraged long and short positions without expiry, with leverage of up to 10 times for Bitcoin and Ethereum and up to three times for other assets. The higher leverage increases liquidation risk during sharp market moves. The company said more than 150,000 agentic accounts have already been created through its external AI trading infrastructure, generating millions of daily tool calls. It will also add weekend trading for selected US stocks and ETFs, longer options hours, higher intraday margin and earnings-based contracts. For crypto traders, Robinhood’s crypto perpetual futures could increase US retail access to regulated derivatives and intensify competition with crypto exchanges. The expansion may support trading activity and liquidity over time, but AI execution, leverage and broader retail participation could also amplify short-term volatility and losses.
Neutral
RobinhoodAI tradingCrypto perpetual futuresLeverageRetail trading

Riot Platforms Repays $200M Bitcoin Credit Facility

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Riot Platforms fully repaid Coinbase Credit’s $200 million Bitcoin-backed credit facility on 21 September, including principal and accrued interest. No early termination fee was charged, and Coinbase’s remaining lending commitment was closed. The facility was amended in April at a fixed 6.15% interest rate, with maturity extended to April 2027. If fully drawn, it would have cost Riot about $12.3 million a year in interest. As of 30 June, Riot had pledged 5,821 BTC, worth roughly $341 million at the time, as collateral. That represented about 51% of its approximately 11,400 BTC holdings. The Bitcoin credit facility repayment released Coinbase’s security interests and returned the pledged Bitcoin to Riot’s control. It reduces debt exposure, interest costs and the risk of forced BTC sales during a price decline. However, it also removes borrowing capacity that could have supported data-centre expansion. For Bitcoin traders, the development is mainly company-specific and is unlikely to be a direct BTC price catalyst. Riot’s second-quarter revenue was $174.2 million, while it produced 1,587 BTC.
Neutral
BitcoinRiot PlatformsCoinbase CreditCrypto MiningBitcoin-Backed Loans

Bitcoin ETFs Draw $2.95B as Inflows Extend to Eight Days

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US spot Bitcoin ETFs attracted $2.95 billion over the past 30 days, extending their net-inflow streak to eight trading days. They recorded $31.07 million in inflows on Sept. 28, the weakest result of the run, as daily buying cooled after nearly $1 billion on Sept. 21 and $715 million on Sept. 22. BlackRock’s IBIT led the latest session with $54.84 million in inflows. Grayscale’s GBTC recorded $23.19 million in outflows, while Fidelity’s FBTC lost $10.90 million. The current streak began on Sept. 17, shortly after Bitcoin ETFs saw $450.4 million in outflows following the US Senate’s failure to advance the Clarity Act. Weekly Bitcoin ETF inflows later reached about $2.4 billion, the highest since October 2025. Bitcoin also moved above the estimated average ETF holder cost basis of $81,722, returning the typical investor to profit. Ethereum ETFs attracted $982.5 million over 30 days, while Solana and XRP funds recorded inflows of $278.2 million and $127.05 million. Sustained crypto ETF demand supports Bitcoin sentiment, but slowing daily inflows and continuing redemptions leave BTC vulnerable to volatility.
Bullish
Bitcoin ETFsCrypto ETF inflowsInstitutional crypto investmentEthereum ETFsUS crypto regulation

Bitwise Launches Staking NEAR ETF in the US

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Bitwise launched the Bitwise NEAR ETF on NYSE Arca under the ticker NRR, making it the first US spot NEAR ETF, according to the firm. The NEAR ETF charges a 0.75% annual management fee and plans to stake all of its NEAR holdings. Bitwise later disclosed that the annualised NEAR staking reward rate was 5.3% as of September 25, although rewards are not guaranteed. About 33% of staking income will go to staking agents, the custodian and Bitwise, leaving investors with roughly 67%. Staking also creates slashing risk and may delay redemptions, as unstaking can take about 48 hours. The NEAR ETF gives institutions regulated exposure to NEAR and its potential role in AI-agent payments, trading and settlement. Bitwise said NEAR Intents had processed more than $32 billion in volume, up from less than $1 billion a year earlier. It also cited NEAR’s market capitalisation above $6 billion, fully unlocked supply and recently reduced inflation rate of 2.5%. The launch expands Bitwise’s US altcoin ETF lineup, which also includes Bitcoin, Ethereum, Solana, XRP and Hyperliquid. The product could improve NEAR’s institutional access and liquidity, but its fee, reduced share of staking rewards and redemption constraints may limit demand. Grayscale’s proposed NEAR trust conversion into a spot ETF remains pending.
Neutral
NEAR ETFNEAR stakingAI agentsAltcoin ETFsInstitutional crypto

UEC Reports Transformational Fiscal 2026 Growth

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Uranium Energy Corp. (UEC) used its fiscal 2026 earnings call to highlight rapid operational expansion and its emergence as a multi-mine US uranium producer. CEO Amir Adnani said UEC increased production from one mine in one state to two mines in two states over the past year, while construction of a third mine at Ludeman is underway. The company also expanded its operating workforce to more than 250 employees and doubled its drilling fleet to 40 rigs. UEC said the year demonstrated its ability to develop and commission new mines while pursuing vertical integration across uranium mining, refining and conversion. The call included participation from executives Scott Melbye and Brent Berg, along with analysts from Goldman Sachs, H.C. Wainwright, Canaccord Genuity, SCP Resource Finance, ROTH Capital Partners and National Bank Financial. The available transcript excerpt focuses on UEC’s production growth, workforce expansion and US uranium strategy; it does not provide detailed fiscal 2026 financial figures.
Neutral
UECUraniumNuclear EnergyUS Uranium ProductionMining Earnings

Meme Coin Trading Shifts as Solana Leads Volume

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Meme coin trading rotated sharply across major blockchains over the 24-hour period. In the earlier data, Robinhood Chain led Top 10 volume at $210 million, followed by Solana at $200 million, BNB Chain at $130 million and Base at $30.757 million. PONS led Robinhood Chain, while STONK topped Solana and QQOB led BNB Chain. The later update showed a market reshuffle. Solana moved to the lead with $190 million in Top 10 volume, with SI generating $50.662 million, followed by ZEC, STONK and PARASITE. BNB Chain rose to $170 million, led by PPOLY at $64.825 million. Robinhood Chain recorded $180 million, with NVDA contributing $42.928 million. PONS, AI, CASHCAT and SPY also remained active, keeping tokenised equities a major trading theme. Base volume fell to $23.458 million, with TIBBIR accounting for $10.453 million. ARC recorded $3.487 million, while ARGUS contributed $1.961 million. The latest meme coin trading data points to rapid narrative rotation, uneven liquidity and concentrated volume. Traders should track liquidity, volume concentration and momentum, rather than treat high turnover as evidence of sustainable demand.
Neutral
Meme coinsSolanaBNB ChainTokenised equitiesOn-chain trading volume

Strategy Proposes Daily Dividends on $14B in Preferred Stock

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Strategy executive chairman Michael Saylor has proposed changing dividend payments on the company’s preferred stock from semi-monthly or quarterly schedules to daily payments. The securities offer annualised yields of up to 12%. Strategy currently has more than $14 billion of preferred stock outstanding. The company previously raised funds by selling common shares to buy Bitcoin, but shifted toward issuing perpetual preferred stock after the premium of its common stock relative to its Bitcoin holdings disappeared. Shareholders will vote on the daily dividend proposal by 28 October. The move could make Strategy preferred stock more attractive to income-focused investors, while also increasing the company’s liquidity and cash-flow management requirements.
Neutral
StrategyBitcoinPreferred stockCrypto financeDividend policy

Solana Meme Coin SI Surges 81% as Market Cap Tops $55M

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Solana meme coin SI, also known as Super Inu, initially surged more than 160% in 24 hours and briefly exceeded a $9 million market capitalisation. In the latest move, SI’s rally accelerated, with its market cap topping $55 million before retreating to about $42.9 million. GMGN data showed the token still up more than 81% intraday. The rally followed comments from US President Donald Trump about calling artificial intelligence “super intelligence”, or SI, strengthening the AI meme-coin narrative. SI was launched on the Stonk platform and uses a tokenised Nvidia stock linked to Backed Finance’s xStocks framework as its paired liquidity asset. The Solana meme coin remains highly exposed to social-media trends, speculative demand, liquidity conditions and headline-driven trading. Traders should monitor volume, liquidity and whether SI can hold its gains, as low-cap meme coins can experience sharp reversals.
Bullish
SolanaMeme coinsAI narrativeSI tokenCrypto trading risk

Bitcoin Institutional Demand Holds Despite Market Crash

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Bitwise research chief Ryan Rasmussen said 15 major institutions held or increased their Bitcoin positions as the cryptocurrency fell from about $125,000 to $60,000. The group included pension funds, university endowments, foundations and sovereign wealth funds. Bitwise said institutions increasingly view Bitcoin as a hedge against fiat currency depreciation, similar to gold, rather than as a short-term speculative asset. Reported allocations ranged from 2% to 8%, with Wells Fargo’s exposure estimated at 2% to 3%. The firm also claimed some sovereign wealth funds were reducing gold holdings and reallocating capital to Bitcoin, although it provided no independently verified transaction data. The research attributed part of Bitcoin’s resilience to spot Bitcoin ETFs, which have broadened institutional access. Weekly ETF inflows reportedly reached about $2.5 billion. Bitwise suggested that $60,000 may have been a market floor, but traders should treat that view as unconfirmed. Persistent institutional demand is a long-term supportive signal, while short-term Bitcoin volatility remains likely.
Bullish
BitcoinInstitutional investmentSpot Bitcoin ETFsSovereign wealth fundsCrypto market outlook

VRAX Gains Attention on Robinhood as Market Cap Reaches $3.82 Million

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VRAX is attracting community attention on Robinhood, with its market capitalisation reported at approximately $3.82 million as of 30 September 2026. The discussion follows references to “Commander Vrax” and claims that the character is now represented as a cat. Social media users also linked VRAX to Cashcat, describing it as a new cat-themed companion. The VRAX buzz appears to be driven mainly by community narratives and social-media momentum rather than confirmed project fundamentals. Traders should note that small-cap meme coins such as VRAX can experience sharp price swings, limited liquidity and rapid reversals. The reported VRAX market cap is based on monitoring of community activity and should be independently verified before trading.
Neutral
VRAXRobinhoodMeme coinCrypto communityMarket volatility

Annaly Capital Faces Fed Rate Headwinds and Downgrade Risk

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Annaly Capital Management (NLY), the largest mortgage REIT by market capitalisation and portfolio size, faces renewed pressure as the Federal Reserve resumes interest-rate increases. Higher rates could raise NLY’s funding costs, reduce its net interest spread and delay a potential revaluation of its mortgage-backed securities portfolio. NLY currently trades at about 1.01 times book value, roughly a 4% discount to its three-year average. However, a deterioration in profitability could push Annaly Capital into a deeper discount. Its dividend coverage remains stable for now, but further rate increases or weaker coverage could lead to a downgrade to a Sell rating. For traders, the key indicators are Federal Reserve policy, funding costs, net interest spread, book value and dividend sustainability. The outlook is especially sensitive to second-half rate movements.
Neutral
Annaly CapitalMortgage REITFederal ReserveInterest RatesMortgage-Backed Securities

Aztec Relaunches zk.money Privacy Wallet

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Aztec Labs has relaunched zk.money, a self-custodial privacy wallet built on Aztec Network, an Ethereum layer-2 focused on zero-knowledge technology. The wallet can shield balances, transaction amounts and recipients for internal Aztec transfers. Users can claim ENS-based handles such as bob.zk.money and send or request payments through links. The relaunch supports stablecoins including USDC, USDT and DAI. However, Ethereum deposits remain publicly visible before funds enter the shielded Aztec environment. Users generate client-side zero-knowledge proofs, while Aztec says its immutable contracts have no privileged administrator that can freeze or spend funds. Early usage is restricted by a $2,500 transaction cap and a shared $50,000 daily deposit limit. The original zk.money launched in 2021, attracted more than 75,000 wallets and processed about $100 million before being discontinued in 2023 as Aztec Labs developed its own network. A mobile app is planned, while the current wallet is available through its website or a locally run frontend. For crypto traders, the launch reinforces the Ethereum layer-2, privacy and zero-knowledge narratives. Its immediate price impact is likely limited because adoption, liquidity and exchange integrations remain uncertain, the wallet has strict early limits and no related token has been launched.
Neutral
Aztec Networkzk.moneyEthereum Layer 2Crypto PrivacyZero-Knowledge Proofs

Bitget Hack Leaves CEO Doubtful About Recovering $388M

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Bitget CEO Gracy Chen said she is not optimistic that the exchange can fully freeze or recover the $388 million lost in last week’s Bitget hack. She cited the 2025 Bybit hack as a reference point: Bybit reportedly froze or recovered about $80 million from approximately $1.5 billion in stolen Ether, with only around 3.5% frozen after roughly a year. Bitget launched a bounty programme offering 5% of funds frozen and another 5% of funds recovered. NEAR Intents said it blocked more than $50 million linked to the attack and froze about $500,000. Tether and Circle also blacklisted an exploit-related wallet, freezing $318,013 in USDT and USDC. The Bitget hack is among the largest crypto security incidents of 2026. The exchange initially estimated losses at $352 million before revising the figure to $388 million after reviewing additional transfers. Withdrawals have resumed in stages, beginning with Bitcoin on Monday and Ether on Tuesday. Chen said preliminary evidence pointed to North Korea-linked attackers, although Bitget has not completely ruled out an insider role. The incident highlights ongoing exchange security risks, weak recovery prospects after major crypto hacks and potential short-term pressure on user confidence and affected assets.
Bearish
Bitget hackCrypto exchange securityFund recoveryNorth Korea-linked hackersDigital asset theft

Crypto ETFs Gain $2.39B as Bitcoin Faces Yield Pressure

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Crypto ETFs attracted $2.39 billion in weekly inflows, pushing 2026 net flows back into positive territory after a year-to-date deficit that reached $5.8 billion in July. The demand continued despite Bitcoin falling 4.3% to about $83,500 as the US 10-year Treasury yield rose from roughly 4.95% to 5.20%. BlackRock’s IBIT led reported US Bitcoin ETF inflows with about $1.16 billion, followed by Fidelity’s FBTC at $701.6 million and ARK 21Shares’ ARKB at $294.7 million. Morgan Stanley’s MSBT recorded $203.3 million, its strongest weekly inflow since launch. Daily inflows remained positive throughout September 21–25, although they declined toward Friday. Hilbert Group portfolio manager Jesse Marre said Bitcoin’s broader consolidation range was $82,400–$87,500. He identified $89,000 as the breakout level for a potential move toward $95,000, while support sits near $80,000 and $77,000. A break below $77,000 could weaken the bullish structure. Marre warned that elevated Treasury yields could continue pressuring risk assets, including Bitcoin, US equities and technology stocks. Upcoming US inflation, GDP, manufacturing and jobs data may influence yields and Federal Reserve expectations. He also said SEC and CFTC crypto rules could support token staking and buybacks, but warned that agency-led rules may be changed by a future administration.
Neutral
Crypto ETFsBitcoinETF inflowsTreasury yieldsUS crypto regulation

Why Dexsport Prediction Markets Use Stablecoins

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Dexsport prediction markets settle trades exclusively in stablecoins to keep each share’s value tied to a fixed dollar amount. A 40-cent share can therefore represent an implied 40% probability, and a winning share pays $1 when the event settles. The policy is designed to prevent traders from taking an unintended second position on cryptocurrency prices. For example, 100 Yes shares bought for $40 would pay $100 if the event succeeds. If settlement occurred in Bitcoin and BTC fell 10% before payout, the effective value would be about $90; if BTC rose 10%, it would be about $110. Stablecoin settlement keeps the result linked to the forecast rather than market volatility. Dexsport applies the stablecoin requirement to its prediction-market order panel. Users holding Bitcoin or Ethereum must switch to an eligible stablecoin before trading prediction markets, while the sportsbook and casino accept a broader range of assets. The platform aims to confirm event results and process payouts within a day, although eligible assets and terms may change. The approach resembles Kalshi’s US-dollar settlements and Polymarket’s USDC payouts. For crypto traders, the rule improves accounting, liquidity management and comparability across markets, but it also means maintaining stablecoin balances and managing issuer, regulatory and platform risks. The market impact is expected to be neutral because the policy is a product-structure decision rather than a change to cryptocurrency supply or demand.
Neutral
StablecoinsPrediction MarketsDexsportCrypto TradingSettlement Risk

Grass Secures Investment from Multicoin Capital Funds

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Grass, a DePIN project focused on decentralized data infrastructure, has received investment from Multicoin Capital’s hedge fund and venture capital funds. The investment amount and financing round were not disclosed. Grass uses crypto incentives to encourage users to share unused internet bandwidth. It provides AI laboratories with services for querying, parsing and retrieving real-time public internet data. The investment strengthens Grass’s profile in the DePIN and AI-data sectors, although the lack of funding details limits assessment of its immediate financial impact.
Neutral
GrassMulticoin CapitalDePINAI data infrastructureCrypto investment

Meta Platforms Faces AI Spending and Execution Risks

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Meta Platforms is balancing a profitable core advertising business against heavy investment in artificial intelligence and Reality Labs. Its family of apps revenue is growing more than 20% year on year, but Reality Labs continues to generate roughly $19 billion in annual operating losses. Meta Platforms also has more than $349 billion in non-cancelable contractual commitments, limiting its flexibility if AI monetisation falls short. The investment case includes potential discounted-cash-flow upside, but much of that value depends on unproven assumptions, including Reality Labs stabilising and AI products such as Muse and autonomous agents scaling successfully. For traders, the key risks are capital intensity, delayed AI returns and pressure on future free cash flow. The article favours caution after Meta’s rally, particularly compared with Microsoft and Alphabet.
Neutral
Meta PlatformsAI investmentReality LabsDigital advertisingTechnology stocks

Newell Brands Gets Upgrade as Turnaround Begins

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Newell Brands (NWL) has received a ratings upgrade from Seeking Alpha contributor Daniel Jones, who says the consumer-products company is in the earliest stages of a turnaround. The available article content does not provide the revised rating, price target, financial forecasts or specific operational measures behind the upgrade. Traders should therefore treat the Newell Brands turnaround thesis as an early-stage assessment rather than confirmation of a completed recovery. Key factors to monitor include sales trends, margins, cash flow, debt reduction and management execution. The news concerns an individual stock and has no direct connection to cryptocurrencies or the broader digital-asset market.
Neutral
Newell BrandsNWLTurnaroundRatings UpgradeConsumer Products