Latest Crypto News | Bitcoin, Ethereum and Altcoin Updates

The US Commodity Futures Trading Commission (CFTC) has issued one rule and proposed another to clarify that event contracts are swaps. The move supports Chairman Mike Selig’s position that the CFTC should have sole oversight of prediction-market trading. The agency is also facing legal disputes with several states over regulatory authority, with multiple federal rulings going against the CFTC. The rules could reshape oversight of event contracts and prediction markets, but the legal outcome remains uncertain.

SlushWallet has simplified access to the Sui network. Users can now fund their wallets with a bank card or assets from 25 blockchain networks, with bridging and swaps available within the wallet. The update could make it easier for newcomers to enter the Sui ecosystem, although no user figures or transaction volumes were disclosed. SlushWallet’s new funding options improve access, but their effect on SUI demand and price will depend on actual adoption.

Realty Income (NYSE: O) faces pressure from potentially higher borrowing costs as maturing debt is refinanced. Most of its debt carries fixed rates, limiting immediate exposure, but more expensive financing could narrow the gap between borrowing costs and property investment yields. That may slow adjusted funds from operations (AFFO) growth per share. Weaker same-store rent growth is partly offset by acquisitions. Management raised its 2026 investment target from $9.5 billion to $10 billion. Valuation appears relatively low: Realty Income trades at 1.30 times book value, about 35% below its historical median and 24% below peers. However, the stock’s failed breakout, persistent resistance and elevated trading volumes point to possible distribution and a bearish technical outlook. The article argues that the investment case is weakening despite undemanding valuation and acquisition growth.

enCore Energy faces a production challenge: its wellfield ramp-up needs to keep pace with its uranium sales contracts. If delays persist into 2026, the company may have to rely longer on purchased uranium, potentially compressing contract margins despite revenue visibility and exposure to higher uranium prices. Continued development spending could also pressure its balance sheet and raise the risk of shareholder dilution if production recovery lags. The article’s author says a conservative net asset value model indicates enCore Energy is materially overvalued, even assuming production returns to normal. No specific production figures or valuation estimates are provided in the supplied text.

Robert Half (RHI) faces a mixed labor market: job openings are stabilizing, but finance-related placements remain weak. The staffing company is targeting $45 million in annualized cost savings, which could strengthen future earnings if demand improves. Robert Half also has $325 million in cash, no debt and a 6.9% dividend yield, according to the article. The author maintains a $37 fair-value estimate, sees about 9% upside and suggests adding on pullbacks, while viewing moves toward $40 as potential profit-taking opportunities. These are the author’s investment views, not company guidance.

Threshold Network published version 1 of its Verifiable Bitcoin Accounts (VBA) specification in September, outlining how institutions can hold segregated Bitcoin positions and mint tBTC against them. Each account’s Bitcoin remains in identifiable, verifiable UTXOs, with in-kind redemption available to its owner. Threshold also expanded security checks across the tBTC bridge, including its signing library, smart contracts and node software. Work on FROST and Schnorr threshold signing continues as a Q4 priority, aligning tBTC’s signing approach with Bitcoin’s Taproot technology. Alea Research highlighted tBTC’s $368.6 million custody base and potential in institutional Bitcoin-backed lending. As of September 24, borrowing rates were 4% in US dollars and 2.5% in euros, with loans available at up to 73% loan-to-value. However, the report also noted that Bitcoin deposits and fee income declined in Q3. Threshold said it will refine the VBA design with prospective institutional users and continue security improvements in Q4.

Epoch AI found that the share of arXiv math preprints acknowledging AI use climbed from 4% in April 2026 to 25% in August. The AI acknowledgment rate was especially high in differential geometry, rising from about 8% to 57%. Across all August papers, 6% described AI as making a substantive research contribution comparable to a co-author’s role. Epoch used an AI-based classification process, with human reviewers agreeing with its classifications 93% of the time. The findings track disclosures, not all AI use, and suggest academic norms are changing faster than evaluation rules. The data contains no direct cryptocurrency or market catalyst.

Solana token holder net income has remained above $400,000 per day for two weeks, according to Blockworks data, following three weeks of declines. The metric measures network fees and tips, known as Real Economic Value (REV), minus payments to validators and other network operators. It estimates the value left for SOL holders, including stakers. The daily rebound points to stronger network activity, but quarterly results show how volatile Solana holder income can be. It ranged from $50 million to $100 million during strong periods in 2025, then fell to about -$3.5 million in Q2 2026. Traders will be watching whether transaction demand continues to lift revenue and whether operator costs remain controlled. The figures offer a signal about Solana network economics, but do not by themselves establish a lasting trend in SOL price.

Solana token holder net income exceeded $400,000 for a second consecutive week, according to data from SolanaFloor. The two-week run follows a three-week decline and may signal a recovery in the network’s economics. SOL traded in a relatively narrow range of $109 to $111, suggesting consolidation rather than a confirmed breakout. Prediction markets showed some optimism about SOL reaching higher price levels by the end of October, though the article did not specify the relevant price targets. The income data is a potentially positive indicator, but traders will also be watching network activity, decentralised exchange volumes, active addresses, regulatory developments and broader crypto-market conditions.

The CFTC is seeking to bring prediction-market event contracts under federal swaps regulation, escalating its dispute with state gambling regulators. An interim final rule, effective immediately and open to public comment, excludes casino-style gambling products. A separate proposal would classify contracts tied to sports, politics, culture and weather as swaps; it is subject to a 30-day comment period. Both measures had been under federal review.

US Treasury Secretary Scott Bessent said authorities may seize about $1 billion in Iran-linked crypto during the week. Officials have identified where the assets are held and are working to isolate them, but Bessent did not confirm they had been taken into government custody or clarify whether the figure includes previously reported freezes. He also did not specify whether exchanges or stablecoin issuers are involved. The possible Iran-linked crypto seizure follows earlier US actions against exchanges accused of facilitating transfers to Iran’s Islamic Revolutionary Guard Corps (IRGC). Bessent said in April that authorities had seized $500 million in Iran-linked crypto. Tether reported freezing about $550 million in Iran-linked USDT in 2026, including $344 million in April. A separate US forfeiture case involves $61.2 million in USDT frozen in 2025. The campaign also includes broader restrictions: on Oct. 8, the US Treasury sanctioned 17 vessels accused of transporting Iranian oil and petroleum products. Chainalysis estimated that Iran’s crypto ecosystem handled more than $7.78 billion in activity in 2025, with addresses linked to the IRGC receiving more than $3 billion. These estimates reflect identified addresses and may not capture all activity. The developments point to continued sanctions scrutiny of crypto wallets, stablecoins and intermediaries, rather than a broad restriction on crypto. The immediate impact on USDT may be limited unless authorities expand enforcement or the targeted assets affect major platforms or liquidity.

Former Celsius CEO Alex Mashinsky has agreed to a lifetime ban from the cryptocurrency, securities and commodities industries in a settlement with New York Attorney General Letitia James. The deal resolves a 2023 civil fraud lawsuit alleging that Mashinsky misled investors about Celsius’s risks and safety. The settlement could require up to $35 million in payments, depending on whether he forfeits an additional $10 million to the federal government and serves his full sentence. Mashinsky is serving 12 years after pleading guilty to securities and commodities fraud, and was ordered to forfeit more than $48 million in his federal criminal case. New York alleged that Celsius presented itself as a safe place to deposit crypto while putting customer assets into risky investments and concealing losses. The state said the conduct affected hundreds of thousands of investors, including more than 26,000 New Yorkers. Celsius halted withdrawals in June 2022 and filed for bankruptcy the following month; more than $3.4 billion had been distributed to creditors by August 2026, according to the state. The settlement adds to separate federal restrictions, including a CFTC trading ban and an FTC settlement. Mashinsky is challenging his federal conviction, while the SEC has reached an agreement in principle in its civil case. The Celsius case highlights continuing legal and investor-protection risks for crypto lenders that make misleading claims about safety, returns or reserves.

About $72.9 million from the Ledger CryptoBillis attack remains in addresses controlled by the attacker, according to monitoring cited by Galaxy’s head of research. The funds include Bitcoin (BTC), Ethereum (ETH) and Tether (USDT). Around $3.1 million has entered Tornado Cash, while the remaining funds have been moved across chains, exchanged or routed through relayers. The Ledger CryptoBillis attack highlights the difficulty of tracing and recovering stolen crypto assets.

Ripple-backed XRP treasury company Evernorth has completed its business combination with SPAC Armada Acquisition Corp. II, according to an SEC filing. The deal closed on October 9 and brings approximately 473 million XRP and $300 million in cash proceeds into the publicly traded company. Evernorth expects to begin trading on Nasdaq under the ticker XRPN next Monday. The listing will give public-market investors exposure to a company holding a substantial XRP treasury, though the announcement does not specify whether or when the XRP could be sold.

The Amplify CWP Growth & Income ETF (QDVO) and Global X Nasdaq 100 Covered Call & Growth ETF (QYLG) combine technology-sector exposure with income from covered calls. An analysis favors QDVO, citing its active management and flexibility to adjust option writing as market conditions change. The author says this approach may capture more upside and deliver more consistent payouts than QYLG’s rules-based strategy. The article assigns QDVO a buy rating and QYLG a hold rating, arguing that adaptability could be useful amid elevated volatility and macroeconomic uncertainty. Both funds may suit diversified portfolios seeking growth and income, but the author cautions against relying on either as a sole technology or index holding.

Teva Pharmaceutical has been given a “Hold” rating as its “Pivot to Growth” strategy shows early progress but still needs to prove it can deliver consistent results. The strategy was introduced by CEO Richard Francis amid declining revenue from Teva’s generic medicines portfolio. The company’s innovative brands AUSTEDO, AJOVY and UZEDY recorded double-digit revenue growth, helping offset generic-drug declines. Teva also has FDA-approved WELTRUZA for schizophrenia and is awaiting a decision on ecopipam for pediatric Tourette syndrome. The analyst says further clinical execution and regulatory approvals are needed before taking a more positive view of Teva.

An investor analysis initiates a Buy rating on the Roundhill Memory ETF (DRAM), arguing that AI-driven demand for memory chips could support strong returns through 2030. The article forecasts annualized returns of 24%, citing Samsung Electronics, Micron and SK hynix as major beneficiaries of rising demand for DRAM and other memory products. Samsung’s preliminary third-quarter operating profit was reported at about 10.7 trillion won (roughly $8 billion), although results from Samsung and sector peers fell short of market expectations. The analysis says the longer-term outlook remains favorable: multi-year take-or-pay contracts and delayed production expansions could constrain supply, sustain profitability and make memory-chip earnings less cyclical. These dynamics may also support richer valuations for DRAM companies. The outlook is an investor’s thesis, not a guarantee of future returns.

The Saudi-led coalition says it has launched a major operation against Houthi forces in Yemen, combining airstrikes and ground offensives in Saada, Hudaydah, Al-Jawf and Marib. The Saudi-led coalition operation follows recent Houthi attacks on Saudi infrastructure and marks an escalation after a period of relative calm. The article says the campaign aims to weaken Houthi military positions and regain territory. Prediction-market odds put the chance of Houthi forces entering Aden by October 31, 2026, at 8%; the odds rise to 24.5% by December 31. Developments around Al-Anad Air Base and the Taiz–Aden corridor, as well as any Houthi retaliation or diplomatic intervention, could shift expectations.

AI chiplet startup Eliyan has received at least one takeover offer and hired an investment bank to review strategic options, including a potential $3 billion valuation. That would be about three times its $1 billion valuation in a $145 million Series C round completed in July 2026. The bidder has not been identified, and the $3 billion figure is a target, not an agreed price. Arm, an existing $5 million investor that previously held preliminary acquisition talks with Eliyan, has not made a formal offer. Eliyan develops high-speed chiplet interconnect technology for AI accelerators and plans to ship its first products by the end of 2026. The possible deal highlights strategic demand for AI semiconductor technology, but its valuation will depend in part on product launch and commercial execution.

OpenAI’s annualised revenue run rate was about $50 billion at the end of September 2026, below the roughly $70 billion figure circulated by some investors. The gap reflects different accounting treatments of sales made through cloud partners, not evidence of weakening demand or a reporting error. OpenAI reports revenue on a net basis, while gross calculations include amounts paid by customers before a partner’s share; the choice of method can shift estimates by as much as $8 billion, according to the earlier report. Both approaches can be GAAP-compliant, but they complicate comparisons ahead of potential IPOs. Anthropic, by comparison, reported a $65 billion run rate in July. OpenAI said its overall run rate grew 77% in the third quarter of 2026, with enterprise revenue up 107%. It aims to reach or exceed a $70 billion annualised run rate by year-end on its net basis. The figure rose from about $20 billion at the start of the year to more than $40 billion in August and around $50 billion in September. The company is reportedly considering an IPO at a valuation of about $1.4 trillion; Oracle shares fell 5% on October 8 as the revenue news circulated. For traders, the key is to compare AI revenue figures on a consistent gross-or-net basis and monitor whether OpenAI meets its year-end target. The story has no direct cryptocurrency catalyst, though it may affect broader technology-market sentiment and, indirectly, risk appetite across crypto markets.

The XRP Ledger (XRPL) has activated BatchV1_1 on mainnet, enabling users to group two to eight transactions into a single operation. XRPScan data cited in the report shows 30 of 35 validators supported the amendment, or about 85.7%, clearing the network’s required two-week approval process. Batch offers four execution modes: All or Nothing, Only One, Until Failure and Independent. The all-or-nothing mode can support linked transfers, such as OTC trades, delivery-versus-payment settlements and NFT swaps. XRPL validator Vet called the feature an important addition for institutional use cases and retail developers. Developers should check the result of each inner transaction: a successful outer Batch result does not necessarily mean every bundled action succeeded. Separately, an XRPL lending amendment proposes closed-ended vaults and cash-basis accounting, but it requires validator approval.

Binance will restrict eight crypto services and end trading in 22 tokens for users in Brazil from October 27, 2026, as it adjusts to Central Bank of Brazil rules. The affected services are Binance Loans, Binance Pool, cloud mining, margin trading, Launchpool, Megadrop, HODLer Airdrops and Alpha 2.0. The tokens are XVG, USDE, USTC, DCR, DUSK, PIVX, BB, MANTRA, ONE, GMT, TFUEL, ZIL, ONT, RVN, ACX, HIT, PYR, VANRY, VIC, ICX, SCRT and STORJ. Users can retain or withdraw the affected tokens after trading ends; new positions in restricted products will not be available. Existing positions may face product-specific restrictions, including repayment-only terms for certain Abu Dhabi-entity loans. By October 29, eligible customers’ Brazilian-real operations are due to move to individual payment accounts at Binance’s locally authorized entity. Customers who decline the migration must withdraw their assets and close their accounts by October 27. From November 1, cross-border crypto transfers will require the transfer purpose and sender or recipient details, which Binance says it will report monthly to Brazil’s Central Bank. The changes directly affect Binance Brazil users; the regional trading restrictions could weigh on affected tokens, but are not expected to have a broad market impact.

FrontView REIT (FVR) is rated “Buy” after its share price fell about 22%, from $21.16 on July 28 to $16.41 in October. The investment case highlights stable portfolio performance despite the decline. FrontView REIT reported 99.4% occupancy and guided for 7% growth in adjusted funds from operations (AFFO), with a 65% payout ratio supporting dividend sustainability. The company’s recent $19.50-per-share equity raise and capital recycling are presented as ways to support growth. Acquisitions have also exceeded disposals on capitalization rates. At 12.3 times AFFO and a 5.2% dividend yield, the article argues that FrontView REIT trades at a steep small-cap discount that is not reflected in its operating performance. These figures and the Buy view are the author’s analysis, not a guarantee of future returns.

The Global X MLP ETF (MLPA) is rated a cautious Buy at about $54, with a 7.5% yield and an estimated 8–12% total return. Its largest holdings, including Energy Transfer (ET) and Enterprise Products Partners (EPD), generate strong cash flow and are increasing distributions, supporting MLPA’s payout. However, the fund’s C-corporation tax structure and deferred tax liabilities—estimated at about 10% of net asset value—can reduce net returns. MLPA and the Alerian MLP ETF (AMLP) hold many of the same midstream energy companies, though in different proportions. The article views MLPA’s valuation and distributions as attractive for income investors, while noting that returns depend on continued cash generation and controlled tax accruals.

Grupo Aeroportuario del Centro Norte (OMAB), which operates 13 airports in Mexico, has a strong position in industrial and business travel, led by Monterrey. The airport operator reports a 75.2% EBITDA margin, leverage below 1.05 times EBITDA and a 5.85% yield. However, higher government concession fees and a passenger decline in September add risks to future cash flows. The analyst assigns OMAB a Hold rating and a price target of 196 Mexican pesos per share, saying the current risk-reward profile does not meet a 15% annualized return hurdle. Investors are advised to monitor passenger trends, regulation and political developments.

Circle reportedly minted about 750 million USDC on Solana in 24 hours, according to data shared by SolanaFloor. The issuance could add liquidity to the network, which held an estimated $7.3 billion to $7.45 billion in native USDC in early October. However, a mint does not confirm that the tokens have entered active circulation or been used in trading. The report is based on a social media source, so its reliability is uncertain. Traders may watch Solana USDC supply, decentralised exchange volumes and SOL demand for evidence of a market impact.

AI model costs have fallen about 95% in three years, matching a decline in personal computer prices that took roughly 15 years, according to an a16z analysis using Goldman Sachs data. Its large language model pricing index fell from 100 in March 2023 to about 5 by September 2026, as competition, more efficient proprietary models and cheaper open-source alternatives pushed prices down. The Silicon Data LLM Token Expenditure Index also hit a record low of $0.97 per million tokens in August 2026, down 29% from July and more than 50% below its May peak. Lower AI model costs benefit service users, but excess computing capacity could pressure margins and raise questions about infrastructure spending by major technology companies. The report has no direct cryptocurrency price catalyst, though cheaper AI compute may affect crypto-AI projects and broader technology-sector sentiment.

Ledger is investigating reports of crypto theft involving customers who bought hardware wallets from Southeast Asian reseller CryptoBilis. Ledger asked the reseller to pause sales and shipments, warned customers who bought a device in the past 90 days not to set it up, and advised those who already activated one to move funds to a new Ledger signer with a fresh recovery phrase. Ledger says there is no evidence its hardware or infrastructure was directly compromised, and it has not confirmed the number of victims or total losses. Onchain investigator Specter traced more than $86 million in funds to suspicious addresses across Bitcoin, Ethereum and TRON, including about $42 million in ETH, $17.6 million in BTC and $16.5 million in USDT. These figures are not a verified measure of customer losses, and investigators have not confirmed that all cases are connected. Binance founder Changpeng Zhao said the incident appeared localized and could involve a supply-chain attack by one reseller. Investigators have not established whether devices were altered or supplied with compromised recovery phrases. The case highlights hardware-wallet supply-chain risks, but there is no current evidence of a wider Ledger breach or attack on the Bitcoin, Ethereum or TRON networks.

Two Chainlink non-circulating supply multisig wallets transferred about 7.4 million LINK to Binance deposit addresses in two transactions at 03:53 and 04:01 Beijing time on October 10. The tokens were worth approximately $94.32 million at the time. The sizable LINK transfer to Binance could draw traders’ attention to potential selling pressure, but the transactions alone do not confirm that the tokens were sold. Traders may monitor LINK’s exchange flows and price response for further signals.