alltrending-24htrending-weektrending-monthtrending-year

Latest Crypto News | Bitcoin, Ethereum and Altcoin Updates

Filipino Celebrities Back Bam Aquino’s ‘Blockchain the Budget’ Bill

|
Actors Edu Manzano and John Arcilla, along with commentator Chris Tan, publicly endorsed Senate Bill 1330—known as the Blockchain the Budget Bill—during interviews with BitPinas. The bill, filed by Senator Bam Aquino IV, aims to place the Philippine national budget on a blockchain ledger. Supporters argue that the Blockchain the Budget Bill would make government spending records immutable, traceable, and transparent, drastically reducing opportunities for corruption. Manzano highlighted blockchain’s smart contract feature to link payments to project milestones, while Arcilla emphasized real-time public access to budget allocations. Tan warned that resistance may come from lawmakers unfamiliar with the technology and proposed a public awareness campaign and crypto-based transactions to strengthen accountability. If passed, the legislation could position the Philippines as the first nation to adopt blockchain for nationwide budget tracking.
Bullish
Blockchain the Budget BillBam AquinoGovernment TransparencyAnti-CorruptionBlockchain Adoption

XRP Could Reach $20 on Supply Shock, ETF Demand, Rate Cuts

|
Market strategist Levi forecasts that XRP could climb to $20, citing parallels with the 2017 supply shock surge. He noted that XRP reserves on exchanges have fallen by 5.66%, tightening liquidity and increasing price pressure. Levi also highlighted the potential for major inflows from spot ETFs, which he sees as 95% likely to participate. Another structural demand factor is Ripple’s On-Demand Liquidity (ODL) service, which has processed $1.3 trillion. In the short term, some analysts expect XRP to test $6. But Levi’s midterm outlook is more bullish. He argues that further exchange reserve withdrawals, ETF accumulation, and prospective interest rate cuts will boost risk assets. Looser monetary policy could restore liquidity and drive institutional and retail demand. By integrating historical data, present supply dynamics, and macroeconomic trends, Levi builds a data-driven case for a significant XRP price rally. His XRP price prediction underscores the impact of supply contraction and growing institutional adoption.
Bullish
XRPSupply ShockETF AccumulationOn-Demand LiquidityInterest Rate Cuts

Capital B Secures €58.1M for Bitcoin Treasury Strategy

|
French-listed Capital B raised €58.1M via a private placement with institutional investors to accelerate its Bitcoin treasury strategy. Executed on market terms, the funding bolsters its balance sheet, liquidity and asset diversification. It supports planned BTC reserve allocations and disciplined Bitcoin purchases under applicable regulatory frameworks. This move aligns with broader corporate Bitcoin adoption trends, strengthening long-term financial stability and enabling operational initiatives.
Bullish
Private PlacementInstitutional InvestmentBitcoin TreasuryCorporate AdoptionCapital B

Tom Lee Predicts Q4 Bitcoin & ETH Rally on Fed Cuts

|
Fundstrat co-founder Tom Lee predicts a “monster move” for Bitcoin and Ethereum in Q4 as the Federal Reserve shifts toward rate cuts. He cites historical easing cycles (1998, 2024) and futures pricing for a 25 bp cut, which he says will boost monetary liquidity, risk appetite and seasonal demand. Bitcoin’s sensitivity to monetary policy underpins a potential rally, while Ethereum, dubbed a “growth protocol,” stands to benefit from AI-driven use cases, DeFi expansion and Wall Street adoption. Institutional accumulation supports this outlook. Lee’s firm BitMine holds $10.77 billion in cash and crypto, including 2.15 million ETH (≈1.8% of supply). This significant position suggests conviction in an Ethereum “supercycle” driven by tokenized financial products and on-chain AI protocols. At the time of writing, Bitcoin traded near $115,000 and Ethereum around $4,500, both up weekly despite short-term volatility. Traders should monitor Fed policy announcements for rate cut timing, on-chain flows—especially net inflows and outflows on major exchanges—and ongoing reports of institutional accumulation. Funding liquidity metrics and central bank communications can help time entries and exits. Overall, improved liquidity from Fed rate cuts and robust institutional demand set the stage for a bullish Q4 rally in BTC and ETH.
Bullish
BitcoinEthereumFed Rate CutsTom LeeInstitutional Accumulation

Solana Reserves Reach 17.1M SOL, 7.4M Staked at 7.96%

|
Crypto traders should note that institutional Solana reserves have surged to 17.112 million SOL—2.98% of total supply—up from 11.739 million SOL (2.04%). Of these SOL reserves, 7.405 million SOL (1.228% of supply) are actively staked with validators, earning an average staking yield of 7.96%, compared to 6.86% previously. Leading allocators include Forward Industries (6.822 M SOL), Sharps Technology (2.14 M SOL), DeFi Development Corp (2.028 M SOL), Upexi (2.00 M SOL), and Galaxy (1.35 M SOL). Growing institutional investment in Solana and increased staking exposure could tighten liquid SOL supply, boosting yield-bearing treasury strategies and potentially influencing market liquidity and price stability.
Bullish
SolanaSOL Treasury ReservesInstitutional InvestmentStaking YieldMarket Liquidity

Yuan Hits 9-Year High vs Dollar, Slides vs Euro & Yen

|
The Chinese yuan surged to a nine-year high against the US dollar, trading at 7.118 per dollar on Monday. Meanwhile, it has depreciated over 10% against the euro, 5% against the pound, and 3% against the yen this year. This exchange rate divergence reflects Beijing’s strategy to support export competitiveness outside the US as demand from Europe and Asia grows. The People’s Bank of China has held rates steady despite expectations that the Federal Reserve will cut rates, widening the yield gap between US and Chinese debt. Capital inflows and state-led buying have driven the CSI 300 Index up 43% since September 2024. Avoiding further stimulus helps prevent a stock bubble. Analysts at OCBC and Goldman Sachs predict the yuan could reach between 7.08 and 7.0 per dollar by year-end. However, a weaker real effective yuan has drawn criticism from trading partners. India and Mexico have threatened trade measures as the cheaper yuan fuels a growing surplus in non-dollar markets. The policy and its global backlash will shape currency and trade dynamics in the coming months.
Neutral
Chinese YuanExchange RatesPBOC PolicyTrade BacklashForex Markets

Altcoin Leverage Hits Multi-Month High Ahead of Fed Interest Rate Decision

|
Traders have increased altcoin leverage to a multi-month high, pushing altcoin open interest above $10 billion as they prepare for the Federal Reserve’s upcoming interest rate decision. Data from major exchanges show total crypto leverage rose by 15% in the past week. Funding rates for key tokens such as SOL, ADA and DOT turned positive, signalling a bullish tilt in the crypto market. Market participants are bracing for Fed signals on rate hikes or pauses, which could trigger sharp swings in altcoin prices. Analysts warn that elevated funding rates and leverage levels heighten the risk of liquidations if the Fed adopts a more hawkish stance. However, a dovish outcome could extend the current altcoin rally, mirroring the post-pause surges seen earlier this year. Traders are advised to monitor funding rates, open interest trends and Fed commentary closely for potential trading opportunities and risk management.
Bullish
Altcoin LeverageFed DecisionOpen InterestCrypto TradingMarket Volatility

Gemini and SEC Near Settlement in Securities Case

|
Gemini Trust Company and the US Securities and Exchange Commission (SEC) have filed a joint request for an indefinite stay in the Southern District of New York, signaling a “resolution in principle” in the long-running securities case. The SEC’s January 2023 complaint accused Gemini—and Genesis Global Capital—of offering unregistered securities through the Gemini Earn Program between February 2021 and November 2022, raising billions from US retail investors without required disclosures. Both parties agree to pause litigation pending SEC approval and will update the court by December 15 if no final agreement is reached. Meanwhile, Robinhood has filed a Form N-2 to register shares of its Robinhood Ventures Fund I on the New York Stock Exchange. Managed by Robinhood Ventures DE, the fund aims to give retail investors access to early-stage venture capital, targeting frontier sectors such as artificial intelligence, blockchain and Web3. Robinhood has expanded its crypto profile by adding trading, acquiring Bitstamp and purchasing WonderFi. The potential SEC-approved venture fund could broaden retail exposure to high-growth startups, while the near-settlement reduces regulatory uncertainty for Gemini, both key developments for crypto traders.
Neutral
GeminiSEC lawsuitsecurities caseRobinhood VC fundretail investors

Ethereum Price Dips 3% as Whales Withdraw $208M, ETF Delay

|
Ethereum price fell 3% to $4,513 on September 15 as large holders withdrew over $208 million in ETH from exchanges. Ethereum price action was further pressured by more than $108 million in derivatives liquidations—86% from long positions—which added selling pressure and heightened volatility. On-chain data shows major outflows: 21,925 ETH from Kraken, 13,322 ETH from FalconX, and notable withdrawals from Binance and Bitget. Regulatory uncertainty weighed on sentiment after U.S. agencies delayed approvals for staking integration in proposed Ethereum ETFs from BlackRock, 21Shares, and Grayscale. The substantial whale withdrawals signal long-term accumulation, but short-term price action remains driven by forced liquidations and ETF approval timelines. Traders should track exchange flows, liquidation metrics, and ETF decisions to gauge near-term risk and long-term demand for ETH.
Bullish
EthereumWhale WithdrawalsETF DelayLiquidationsMarket Volatility

XRP Leaves Exchanges, Hinting at Long-Term Accumulation

|
Investor and analyst Zach Humphries highlights significant XRP exchange outflows following Ripple CEO Brad Garlinghouse’s announcement that the company holds 4.7B XRP and will cease market reports. Data shows Binance’s XRP balance fell by 846,000 and Crypto.com’s by nearly 1M. These XRP exchange outflows indicate transfers to private wallets and suggest long-term accumulation. Reduced supply on trading platforms can tighten liquid market supply and support price stability. The move coincides with Ripple’s growing escrow allocations, as overall holdings increased from 4.56B in March 2025. Traders view these outflows as a bullish signal, reflecting rising investor conviction despite crypto sector volatility. Continued withdrawals may impact short-term liquidity, potentially curbing immediate sell pressure. Over the long term, sustained accumulation could underpin XRP’s price floor and attract institutional interest.
Bullish
XRPExchange OutflowsRipple HoldingsLong-Term AccumulationMarket Sentiment

Morehead: Bitcoin Price Could Hit $750K Within 5 Years

|
Pantera Capital founder Dan Morehead forecasts Bitcoin price could reach $750,000 in four to five years. He notes Bitcoin remains a single-digit share of global wealth, highlighting room for growth. This Bitcoin price prediction underscores ongoing institutional interest, debate over asset allocation, and macroeconomic factors. Morehead’s view is a personal Bitcoin price prediction, not an industry consensus; traders should treat it as informational, not investment advice. The projection reflects Bitcoin’s market cap relative to global wealth and anticipates further adoption as regulatory clarity improves.
Bullish
BitcoinPrice PredictionInstitutional InvestmentPantera CapitalGlobal Wealth

Helius Secures $500M for Solana Treasury Strategy

|
Helius Medical Technologies has launched a $500 million Solana-focused Digital Asset Treasury (DAT) strategy via an oversubscribed private investment in public equity (PIPE) offering. Led by Pantera Capital and Summer Capital, the deal includes $750 million in stapled warrants and closes on September 18, 2025. Participants include Big Brain Holdings, Avenir, SinoHope and FalconX, among others. Post-closing, Joseph Chee (Summer Capital) will join as Executive Chairman, Cosmo Jiang (Pantera) as Board Observer, and Dan Morehead (Pantera) as Strategic Advisor. Helius will use the proceeds to purchase SOL as its primary treasury reserve asset and plans to scale Solana holdings over the next 12–24 months through ATM sales and capital markets programs. The company will also explore staking and lending opportunities to generate revenue from its Solana treasury. This move reflects growing institutional interest in Solana and Digital Asset Treasury strategies, following similar initiatives by Galaxy Digital and Jump Crypto.
Bullish
SolanaDigital Asset TreasuryDAT StrategyHelius MedicalPantera Capital

Solana Poised for $300 Breakout as Reserves Plunge

|
Solana’s on-chain data shows sharp exchange reserve declines, with over $72.4 million withdrawn on September 15. This outflow indicates strong accumulation by long-term holders. The SOL price has formed a rounded bottom near $220 and trades around $236. Key resistance lies at $262. Technical indicators like DMI turning positive and neutral CVD suggest easing sell-side pressure. A clear breach of $262 on increased volume could trigger a rally toward $300. Traders tracking Solana should monitor exchange inflow trends closely, as a reversal could undermine this bullish scenario.
Bullish
SolanaSOL breakoutexchange outflowsrounded bottomtechnical indicators

Money Printing to Sustain Bitcoin Rally Through 2026, Says Hayes

|
BitMEX co-founder Arthur Hayes forecasts that aggressive money printing and fiscal stimulus from central banks will extend the Bitcoin bull market beyond its traditional four-year cycle and last into 2026. In a recent interview, Hayes pointed to abundant liquidity from the U.S. Federal Reserve and the European Central Bank, driven by political spending plans, rising geopolitical tensions, and potential strains in Europe. He labels Bitcoin the faster horse compared to equities and gold. While some traders hope for a quick surge to $150,000, Hayes warns against short-term speculation. Instead, he maintains a $250,000 target for 2025 and urges investors to adopt a multi-year horizon. As currency debasement continues, Bitcoin’s compounding gains could outperform traditional assets and benefit long-term holders once liquidity peaks.
Bullish
BitcoinMoney PrintingFiscal StimulusLiquidityBull Market

Gate Lists GraphAI (GAI) and Launches 44,643 GAI Trading Competition

|
Gate Exchange will list GraphAI (GAI) for spot trading on September 16 at 20:00 (UTC+8). To boost liquidity and user engagement, Gate is launching a GAI trading competition from September 22 16:00 to September 29 16:00 (UTC+8). Participants can earn rewards by spot trading GAI, completing first trades for new accounts, or inviting friends. The total prize pool is 44,643 GAI, with each user eligible to win up to 3,600 GAI. This incentive aims to drive trading volume, increase GraphAI (GAI) visibility, and attract both existing and new traders to the Gate platform.
Bullish
GraphAIGAI ListingGate ExchangeTrading CompetitionCrypto Promotion

Israel Seizes $1.5M USDT from Iran-Linked Crypto Wallets

|
On September 16, Israel’s Defense Ministry announced the seizure of $1.5 million in USDT from 187 crypto wallets allegedly linked to Iran’s Islamic Revolutionary Guard Corps (IRGC). According to blockchain analytics firm Elliptic, these Iran-linked crypto wallets had cumulatively received around $1.5 billion in USDT but currently hold only $1.5 million in frozen assets. While Israel’s asset freeze aims to disrupt suspected IRGC financing, Elliptic noted wallet ownership cannot be definitively established and some addresses may belong to cryptocurrency service providers or multi-client infrastructures. This USDT seizure marks a significant step in state-level enforcement against illicit crypto financing, highlighting the key role of stablecoins in cross-border capital flows and geopolitical risk management.
Neutral
USDT SeizureIran-linked Crypto WalletsIRGC FinancingBlockchain AnalyticsCrypto Regulation

BIS Proposes Behavior-Based AML Scoring for Crypto Assets

|
Bank for International Settlements (BIS) publishes a new AML compliance approach in Bulletin No.111, shifting focus from identity verification (KYC) to on-chain funds traceability. The proposal introduces an AML Compliance Score (0–100) based on the provenance of funds, categorizing addresses into allow-lists and deny-lists, with dynamic risk assessments for stablecoins (account model) and Bitcoin (UTXO model). BIS outlines three implementation modes—strict allow-list, multi-criteria, and lenient deny-list—and establishes a layered responsibility model: centralized hubs (exchanges, stablecoin issuers) bear strict AML duties, while DeFi protocols rely on on-chain monitoring. The report also highlights shortcomings of FATF’s Travel Rule implementation—only one jurisdiction fully compliant—and criminals’ shift to stablecoins and smurfing tactics. BIS’s framework acknowledges the irreversible nature of decentralization and offers a cooperative regulatory template to balance innovation and risk mitigation.
Bullish
Anti-Money LaunderingCrypto RegulationAML ScoringTravel RuleDeFi

Yunfeng Financial Raises HK$1.17 Billion to Launch Virtual Asset Trading in Hong Kong

|
Yunfeng Financial, backed by Jack Ma, completed a HK$1.17 billion share placement to support system upgrades, talent acquisition and capital reserves needed to launch comprehensive virtual asset trading and investment management services. Following its recent SFC license upgrade, the firm will offer virtual asset trading on its licensed platform in Hong Kong. The capital injection cements Yunfeng Financial’s entry into Hong Kong’s Web3 ecosystem and aligns with the government’s push to build a regulated digital asset hub. Policy support for tokenization and stablecoins such as USDT and USDC underpins the license economy framework. This move signals robust growth prospects for Hong Kong’s digital assets market and may spur more institutions to seek virtual asset trading licenses.
Bullish
Yunfeng Financialvirtual asset tradingHong Kong Web3license economystablecoin

KindlyMD Stock Falls 55% After $200M PIPE Below Bitcoin NAV

|
KindlyMD stock plunged 55% to $1.24 on Monday after the company disclosed a $200 million discounted PIPE offering. The new shares became freely tradable, triggering heavy sell orders and a record 80 million shares in intraday volume. This drop marked its lowest price since February as short-term traders exited amid heightened market volatility. This sharp move in the KindlyMD stock left its market cap at $466 million, trading below the Bitcoin net asset value (NAV) of its 5,765 BTC holdings. CEO David Bailey said the PIPE deal aims to attract long-term investors and remove low-conviction traders. Shares rebounded 4.8% in after-hours trading, underlining ongoing price swings. Traders should monitor Bitcoin price trends, NAV shifts, and company updates. The rapid sell-off highlights the volatility of crypto treasury plays and could inform strategies for Bitcoin-backed stocks amid similar discounted PIPE offerings.
Neutral
KindlyMDBitcoinPIPE offeringMarket VolatilityCrypto Treasury

American Express Debuts Travel NFT Passport Stamps on Base

|
American Express has launched the Amex Passport NFT program, issuing non-transferable ERC-721 travel stamps on Ethereum Layer-2 network Base. The Amex Passport NFT scheme lets eligible US cardholders mint personalized NFTs as digital mementos to commemorate visits, recording country, date and custom descriptions while keeping personal itineraries off-chain. According to BaseScan, the smart contract went live 25 days ago. Stamps auto-issue for trips booked in the past two years and support social sharing. This move aligns with survey data showing 73% of travelers want digital keepsakes and 56% miss physical passport stamps. The launch highlights growing blockchain travel tokens and corporate adoption of decentralized record-keeping, a trend that could increase transaction volumes on Base and the broader Ethereum ecosystem.
Bullish
Amex Passport NFTNFT travel stampsEthereum Layer-2Base networkBlockchain adoption

First US XRP ETF and Dogecoin ETF to Launch Under 1940 Act

|
REX-Osprey will launch the first US spot XRP ETF (XRPR) on Friday and the first US memecoin ETF, Dogecoin ETF (DOJE), on Thursday under the Investment Company Act of 1940. The SEC cleared both products after a 75-day review. The XRP ETF and Dogecoin ETF signal growing regulatory acceptance of altcoin ETFs. REX-Osprey’s earlier Solana staking ETF (SSK) holds $274 million in assets, and the firm has filed for a BNB staking ETF. Over 90 crypto ETFs, including proposals for AVAX, LTC, and a Bitwise spot Avalanche ETF, await SEC approval. The SEC has also delayed decisions on a Bitwise Dogecoin ETF and Grayscale’s Hedera ETF to November 12. Traders should watch early trading volumes and inflows into the XRP ETF and Dogecoin ETF for signals of institutional demand and potential price impact on XRP and DOGE.
Bullish
XRP ETFDogecoin ETFAltcoin ETFsREX-OspreySEC Approval

Synthetix Debuts Multi-Collateral Margin for Ethereum Perps

|
Synthetix multi-collateral margin support is set to launch on Ethereum Mainnet perps in Q4 2025. Traders can use ERC-20 assets such as sUSDe, wstETH and cbBTC as collateral, retaining yield and upside. This feature enhances capital efficiency by allowing yield-bearing synthetic USD stablecoins and liquid staking tokens to fund positions without selling assets, cutting funding costs and avoiding capital gains events. The Synthetix multi-collateral margin system unlocks delta-neutral basis trades, advanced DeFi loops on Aave, and tighter funding markets. By leveraging over $15 billion in wstETH and institutional liquidity from cbBTC, traders gain arbitrage potential and deeper pool depth. This upgrade cements Synthetix’s role as a top Ethereum derivatives platform, offering flexible leverage, hedging and yield optimization tools.
Bullish
SynthetixEthereum PerpsMulti-Collateral MarginDeFi DerivativesLiquidity Optimization

LSEG Launches Azure DMI for Private Funds Tokenisation

|
LSEG has rolled out Digital Markets Infrastructure (DMI), a blockchain infrastructure for private funds tokenisation. Built on Microsoft Azure, DMI supports end-to-end issuance, trading and settlement of tokenised private funds on LSEG Workspace. The first live fundraising, via MembersCap’s MCM Fund 1, saw FCA-regulated exchange Archax act as nominee, while EJF Capital joined as an early adopter. This launch follows growing institutional adoption of tokenisation. BlackRock and Franklin Templeton already manage billions of dollars in tokenised assets on Ethereum. Nasdaq has applied to the SEC to trade tokenised securities alongside traditional shares. Standard Chartered forecasts tokenised real-world assets could hit $30 trillion by 2034, with over $13 billion currently locked. The Azure-powered DMI platform for private funds tokenisation aims to streamline private markets workflows, enhance distribution and boost liquidity in historically illiquid assets. LSEG plans to expand to more alternative asset classes, tapping demand for regulated DeFi solutions and unlocking new investment opportunities.
Bullish
LSEG DMIPrivate Funds TokenisationMicrosoft AzureBlockchain InfrastructureInstitutional Adoption

Derive Insights Forecasts Bitcoin Surge to $200K Before Potential $90K Correction

|
Derive Insights, a leading crypto research firm, projects Bitcoin could reach an all-time high near $200,000 based on on-chain metrics and institutional demand forecasts. The report highlights strong fundamentals—rising institutional inflows, declining supply on exchanges, and growing adoption of Bitcoin ETFs—as primary drivers for the next leg up. However, analysts warn of a sharp pullback to around $90,000 if macroeconomic headwinds intensify or profit‐taking accelerates. Traders are advised to monitor key support levels at $120,000 and $100,000, alongside indicators like open interest and spot volumes, to manage risk. The dual outlook underscores heightened volatility, with a wide trading range expected over the coming quarters.
Neutral
BitcoinPrice ForecastDerive InsightsCrypto MarketMarket Correction

Next Technology to raise $500M via stock sale for Bitcoin

|
Next Technology Holding, China’s largest corporate Bitcoin treasury firm, has filed with the US SEC to sell up to $500 million of common stock. It plans to use net proceeds for general corporate purposes, including the acquisition of Bitcoin. The Nasdaq-listed company currently holds 5,833 BTC valued at $671.8 million, ranking it the 15th largest Bitcoin treasury. Allocating half of the proposed $500 million from this stock sale to Bitcoin could add roughly 2,170 BTC, lifting its holdings above 8,000 BTC. Shares of Next Technology (ticker NXTT) fell 4.76% on the announcement and a further 7.43% in after-hours trading amid dilution concerns. Since its first purchase of 833 BTC in December 2023 and a 5,000 BTC buy in March, the company has acquired Bitcoin at an average cost of $31,386 per coin, yielding a paper gain of 266.7%. Next Technology says it has no fixed Bitcoin target and will “monitor market conditions” before further purchases. This flexible approach contrasts with peers like Metaplanet and Semler Scientific, which aim to amass 210,000 BTC and 105,000 BTC respectively by 2027. The filing underlines a wider corporate Bitcoin treasury trend. There are now 190 publicly listed companies holding Bitcoin—up from under 100 at the start of the year—and their combined holdings have exceeded 1 million BTC, over 5% of circulating supply. MicroStrategy still leads with nearly 639,000 BTC on its balance sheet.
Bullish
BitcoinStock SaleCorporate TreasuryNext Technology HoldingDigital Assets

Gemini SEC Settlement Resolves Earn Lawsuit Amid $425M IPO

|
The Gemini SEC settlement resolves a lawsuit over the Earn program, ending a dispute that accused the exchange of offering unregistered securities. A Manhattan federal court filing paused deadlines until December 15 as both sides finalize terms, likely including a penalty below $20 million. Launched in 2021, Gemini Earn let customers lend BTC and ETH to Genesis Global Capital for interest; after the 2022 FTX collapse, Genesis froze $900 million from 340,000 users and filed for bankruptcy, leading to separate SEC charges and a $21 million fine. The SEC settlement coincides with Gemini’s successful $425 million IPO at a $3.3 billion valuation, whose shares rose 16% above the $28 debut price. Traders view the Gemini SEC settlement as evidence of a softer regulatory approach under new leadership, clearing a major overhang and potentially boosting market confidence in crypto lending.
Bullish
Gemini EarnSEC settlementCrypto lendingGenesis bankruptcyGemini IPO

France Seeks MiCA Oversight to Block EU Crypto Passporting

|
France’s financial watchdog chief, Marie-Anne Barbat-Layani, has proposed shifting crypto regulation oversight to the European Securities and Markets Authority (ESMA) under the EU’s new MiCA regulation. The plan targets inconsistencies in national licensing and seeks to curb “regulatory shopping.” It may also block the passporting mechanism that lets firms licensed in one member state operate across the bloc. France, joined by Italy and Austria, argues that uneven enforcement under MiCA regulation risks inadequate supervision of cross-border platforms. The proposal calls for stricter rules on non-EU crypto activities, enhanced cybersecurity standards, and tighter controls on digital asset offerings. Major platforms such as Coinbase (COIN) and Gemini (GEMI) have already secured MiCA licenses in Malta and Luxembourg. Barbat-Layani warned France could challenge the validity of licenses issued by lenient jurisdictions, using what she calls an “atomic weapon” to enforce compliance. The debate highlights the hurdles of uniform MiCA implementation and the push for cohesive EU-wide crypto oversight.
Bearish
EU crypto regulationMiCA regulationESMAlicense passportingRegulatory oversight

Onigiri Capital Unveils $50M Fund for US Startups in Asia

|
Credit Saison, Japan’s third-largest credit card issuer, has launched Onigiri Capital, a $50 million blockchain fund aimed at helping US blockchain startups enter Asian markets. Backed by Saison Capital and strategic partners, Onigiri Capital has raised $35 million to date, with headroom to scale up to $50 million. The fund targets early-stage projects in tokenization, digital payments, stablecoins, real-world assets and DeFi infrastructure. Leveraging Credit Saison’s networks in Japan, Singapore and Indonesia, Onigiri Capital offers portfolio companies access to capital, banking partners, legal frameworks and regulatory guidance. Partners Qin En Looi and Hans de Back emphasize compliance and scalable structures. The launch comes amid cautious crypto funding, as investors seek tangible value beyond hype. Onigiri Capital’s Asia expansion strategy could set a new standard for cross-border blockchain investment.
Neutral
Blockchain fundUS startupsAsia expansionTokenizationDeFi infrastructure

Ten Days of Global Easing Could Ignite Mega Altcoin Season

|
Analysts from The Bull Theory flag the next ten days as a critical period for crypto, potentially igniting a mega altcoin season. Slowing Chinese economic data—retail sales at 3.4% YoY, industrial output up 5.2%, urban unemployment at 5.3%—have led to speculation of further quantitative easing. Markets anticipate a 25 bps Federal Reserve rate cut on September 17; dovish signals from Fed Chair Powell could inject fresh liquidity. Coordinated easing from the Fed, Bank of England on September 18, and Bank of Japan on September 19 may weaken the yen, boost dollar liquidity, and drive Bitcoin and Ethereum higher. Historically, such policy shifts spur crypto rallies of 5–10%. The Bull Theory sees potential for Bitcoin to surpass $120,000 and for altcoin season to begin, as ETFs flow into Ethereum and risk appetite expands. Traders should watch central bank decisions closely for rally triggers.
Bullish
Altcoin SeasonFederal ReserveQuantitative EasingBitcoinEthereum