Latest Crypto News | Bitcoin, Ethereum and Altcoin Updates

Triton Partners is exploring a sale or initial public offering of Trench Group, a high-voltage power transmission equipment maker acquired from Siemens Energy in April 2024. Morgan Stanley is managing the dual-track process, giving Triton the option to accept a strategic buyer’s offer or pursue a public listing. Trench Group generated €906.5 million in revenue in 2025, up 33% from €683.6 million in 2024. Its order backlog is approximately €1.8 billion. The company has nearly 3,000 employees across up to 11 production sites, after adding about 800 workers under Triton’s ownership. The business also expanded through the 2025 acquisition of Australian company H Nu, which develops fiber-optic instrument transformer technology for HVAC and HVDC systems. Trench Group’s growth is tied to rising investment in power transmission and electricity infrastructure supporting artificial intelligence data centres. For traders, the Trench Group sale or IPO is a signal of strong investor interest in AI infrastructure beyond chips and servers. It could support sentiment across power equipment, grid modernisation and data-centre infrastructure stocks. However, the process is not a completed transaction, and valuation, IPO market conditions and buyer appetite remain uncertain. The news has no direct cryptocurrency catalyst.

Israel-Jordan tensions have intensified after Israel criticised Jordanian King Abdullah II for condemning Israeli policies in Gaza and the West Bank during a United Nations speech. The dispute adds to wider Middle East geopolitical risk and could affect diplomatic relations, including US policy on Palestinian recognition. Israel-Jordan tensions have prompted a modest move in prediction-market pricing: the probability of the US recognising Palestine before 2027 is now estimated at 4% YES. Traders should monitor statements from the US State Department, UN developments and further exchanges between Israel, Jordan and other regional powers. The news has no direct cryptocurrency catalyst, but any broader escalation could increase short-term demand for safe-haven assets and contribute to volatility across risk markets.

White House crypto adviser Patrick Witt defended President Donald Trump’s crypto interests after the U.S. Senate failed to advance the Digital Asset Market Clarity Act. Witt said Democrats had turned Trump’s crypto ties into a political issue and argued that the president had agreed to unusually strict ethics measures during negotiations. The proposed measures reportedly included forcing Trump to divest crypto holdings or place them in a blind trust. The White House also considered allowing state attorneys general to challenge the federal government over ethics failures. Witt said these concessions were unprecedented for a president. The Clarity Act’s market-structure provisions became stalled over conflict-of-interest concerns involving senior officials. Witt said the bill’s prospects in the year-end lame-duck session are not a major focus, with attention shifting to federal regulators such as the Securities and Exchange Commission. He also blamed banking lobbyists for opposing stablecoin rewards that could compete with interest-bearing bank deposits. For crypto traders, the Clarity Act defeat keeps U.S. market-structure rules unresolved and may prolong regulatory uncertainty, particularly for exchanges, stablecoin issuers and institutional investors.

The RWA perp market is expanding rapidly as traders use perpetual futures to gain exposure to stocks, gold, commodities and indices without owning the underlying assets. These contracts have no expiry and are often available 24/7, including weekends. Monthly RWA perp trading volume reached $117.3 billion in August, 44 times higher than a year earlier, after peaking at $145.1 billion in July. Open interest rose to $4.8 billion, up from $161 million in July 2025. Onchain venues now dominate the RWA perp market, handling 86% of August volume, or about $101 billion. Centralised exchanges processed roughly $16 billion. The market’s shift accelerated after Hyperliquid launched HIP-3 in October 2025, allowing developers to create perpetual markets using shared infrastructure. Asset preferences are also changing. Equities accounted for 48% of August volume, ahead of commodities at 28% and indices at 18%. Equities also led open interest, at $2.2 billion versus $1.6 billion for commodities. The RWA perp market remains small compared with traditional derivatives, but its rapid growth signals rising demand for onchain access to traditional-market exposure. Traders should monitor liquidity, leverage, platform risk and regulatory restrictions. Most centralised and decentralised exchanges do not allow US persons to trade true perpetual futures contracts.

KB Securities has signed a memorandum of understanding with Securitize and the Optimism Foundation to develop and distribute tokenized funds for South Korean institutional investors. The initial project is a tokenized money market fund planned for deployment on OP Mainnet. KB Securities will also explore a tokenized fund based on a flagship KB Asset Management strategy. No launch date, fund size or investment details have been disclosed. KB Securities will manage issuance and distribution, while Securitize will provide tokenization infrastructure and transfer-agent services. Optimism will supply the Ethereum Layer 2 network. KB Securities is also considering distributing existing tokenized funds from global asset managers to Korean institutions. The partnership could later expand to tokenized stocks, American depositary receipts, corporate bonds and South Korean government bonds. These products depend on regulatory approval. South Korea’s planned three-stage digital securities framework could make selected privately pooled money market funds and institutional bonds eligible from 4 February 2027. Public securities and stablecoin-based blockchain settlement are expected in later stages. The agreement is not a product launch and is unlikely to create an immediate earnings impact for Securitize or immediate retail demand for OP. For crypto traders, tokenized funds provide a long-term institutional adoption signal for Optimism and blockchain-based real-world assets, but the near-term price catalyst remains limited.

The John Hancock U.S. Global Leaders Growth Fund reported that U.S. stocks rallied sharply in the second quarter of 2026. The advance was supported by strong artificial intelligence capital spending, easing geopolitical tensions in the Middle East and robust corporate earnings growth. Growth stocks significantly outperformed value shares, with technology and communication services among the leading sectors. However, the fund underperformed its benchmark, the Russell 1000 Growth Index. The main factors were stock-selection decisions in the information technology and communication services sectors. The commentary highlights continued investor focus on AI investment, earnings momentum and macroeconomic stability. For traders, the performance gap shows that exposure to high-growth sectors alone did not guarantee benchmark-beating returns during the quarter. Individual stock selection remained a key driver of results.

Aurora Innovation published a slide deck alongside its Analyst and Investor Day event. The provided article contains only publication details and does not include the presentation’s financial results, operating targets, autonomous-driving milestones or guidance. Aurora Innovation is an autonomous vehicle technology company, rather than a cryptocurrency project. Investors should review the full slide deck for information that could affect AUR shares, including commercial deployment plans, cash use, funding needs and technology development. No direct cryptocurrency market data or blockchain-related developments are reported.

The Invesco CurrencyShares British Pound Sterling Trust ETF (FXB) is in a retracement phase that may offer a potential buying opportunity, with an estimated risk/reward ratio of 1:3.03. The analysis identifies a bullish signal in the GBP/USD forward curve, although the current interest-rate gap remains a challenge for sterling. A more hawkish Bank of England could support GBP/USD if UK rate expectations rise relative to US rates. The SONIA curve and swap points indicate possible pound outperformance if the BoE adopts a more aggressive policy stance. However, markets are not currently positioned for a sustained US dollar decline over the short to medium term. FXB has relatively low volatility, with a reported standard deviation of 7.49, and contained tracking error. Short interest stands at 13.31%, which could amplify gains if sterling strengthens and bearish positions are unwound. Traders should monitor BoE and Federal Reserve guidance, UK-US yield spreads, SONIA pricing and GBP/USD momentum before entering positions. The article presents a bullish technical and forward-curve case for the pound, but the outlook remains dependent on central-bank policy and the rate differential. It is an analysis of FXB and GBP/USD, not a direct cryptocurrency market event.

Skild AI says its S1 robot learned to play football through roughly 140 years of simulated self-play in NVIDIA Isaac Sim. The model trained against copies of itself with one objective: score goals. It received no task-specific demonstrations, custom rewards or direct human coaching. The resulting skills transferred to real-world matches against people and other robots. The achievement highlights advances in robot learning, simulation training and sim-to-real transfer. Thousands of virtual environments can run in parallel on GPU clusters, compressing more than a century of experience into a few weeks of computing time. The system learned balance, positioning, ball control and motor coordination as part of the broader goal. Football is a public demonstration of the S1 model’s wider capabilities. Skild AI says the model can complete manipulation tasks lasting up to 10 minutes from a single video demonstration, without fine-tuning. Applications have included pancake flipping, kit assembly and manufacturing work. Skild AI reportedly reached a $100 million annual recurring revenue run rate in 2026, with robots deployed at more than 60 companies. The company raised $1.4 billion in a Series C round in January at a valuation above $14 billion, with SoftBank and NVIDIA among the participants. Its industrial partners include ABB Robotics and Teradyne, and its robots have reportedly assembled NVIDIA Blackwell GPU systems at Foxconn.

Russian Foreign Minister Sergey Lavrov said Russia will continue its military operations in Ukraine while peace talks remain ongoing. The statement indicates that Moscow does not view negotiations as a basis for an immediate ceasefire. U.S.-mediated peace talks have made limited progress, while military activity continues on both sides. The development lowers expectations for a Russia-Ukraine ceasefire agreement by the end of 2026. Prediction-market pricing cited in the article suggests that traders see an immediate ceasefire as unlikely. In a related development, 51 UN member countries urged Russia to accept an immediate ceasefire amid reports of intensified strikes on civilian and transport infrastructure. Ukraine has said it is willing to accept an unconditional ceasefire. Traders should monitor further comments from Lavrov, Russian President Vladimir Putin, Ukraine, the United States, the UN and the OSCE. Any indication that Russia is prepared to pause military activity could improve risk sentiment, while renewed strikes or stalled negotiations could increase demand for safe-haven assets and raise volatility across global markets, including crypto. The Russia-Ukraine ceasefire outlook remains a key geopolitical risk factor, although the article contains no direct cryptocurrency or blockchain developments.

United Therapeutics (UTHR) has fallen about 12% since the author’s previous review, reducing its market capitalisation to roughly $21.1 billion. Despite the decline, the author maintains a buy rating, citing a strong catalyst flow and the company’s potential growth from its Tyvaso franchise in 2026. Upcoming PDUFA dates and other pipeline milestones could support product approvals, improve growth expectations and potentially drive a re-rating of United Therapeutics stock. The investment case is centred on the company’s late-stage pipeline, regulatory catalysts and strategic positioning rather than recent share-price performance. However, the article does not provide specific PDUFA dates or detailed financial forecasts. The author discloses a beneficial long position in UTHR and may purchase additional shares.

Morgan Stanley’s MSBT Bitcoin ETF received 1,100 BTC from Coinbase Prime, according to Onchain Lens. The transfer occurred about three hours before the report and was valued at approximately $93.89 million. It was the largest single inflow since the MSBT Bitcoin ETF was launched. The transaction highlights continued institutional demand for Bitcoin exposure through regulated exchange-traded products. Traders may monitor further ETF inflows, Bitcoin price action, and institutional wallet movements for confirmation of a broader accumulation trend. A single transfer does not guarantee sustained buying, as it could also reflect fund rebalancing or custody activity.

The Invesco Convertible Securities Fund outperformed its benchmark in the second quarter of 2026, supported by strong security selection in the health care sector and positive contributions from health care, communication services and energy. The fund faced relative performance headwinds from its holdings and security selection in information technology and consumer discretionary stocks. Convertible securities also delivered solid returns during a volatile period. The ICE BofA US Convertible Index gained 16.78% in Q2, exceeding the S&P 500 Index’s 15.20% return. The results highlight the potential for convertible securities to participate in equity-market gains while retaining bond-like characteristics. For crypto traders, the report offers no direct cryptocurrency exposure or project-specific catalyst. However, strong convertible-market performance may signal improved investor risk appetite and favorable conditions for growth-oriented assets. Broader market volatility, sector rotation and interest-rate expectations remain important factors for digital-asset sentiment.

Coinbase has launched an IPO participation feature in its app, according to co-founder and CEO Brian Armstrong. The Coinbase IPO access programme is designed to broaden participation beyond institutions and a small number of high-net-worth investors who have traditionally received most IPO allocations. Oura Ring is the first company supported by the feature. The announcement does not disclose allocation sizes, investor eligibility requirements, pricing, or the expected listing date. For crypto traders, the move signals Coinbase’s expansion into retail capital-markets services rather than a direct change to cryptocurrency trading or blockchain fundamentals.

Major crypto exchanges use different proof-of-reserves (PoR) disclosure models. Bitget has published monthly reserve reports since December 2022, with its September 2026 update marking the 46th report. It reported a 135% total reserve ratio across 19 assets and offers customer-level verification through Merkle-based tools and its open-source MerkleValidator. Binance also publishes monthly PoR reports, with user snapshots taken on the first day of each month and results generally released by the seventh. OKX and Bybit provide recurring cryptographic reserve and liability disclosures, while Bybit also uses independent verifier Hacken. Kraken relies on independent attestations, but its latest publicly shown snapshot is less recent. Coinbase follows a different model, publishing quarterly SEC filings and audited financial statements rather than a retail Merkle-based PoR report. Proof of reserves confirms that covered reserve assets exceeded covered customer balances at a specific snapshot. It does not prove continuous solvency, cover every corporate liability, guarantee withdrawal capacity during a crisis or replace a full financial audit. Traders should assess reporting cadence, asset and liability coverage, user verification, third-party review and broader financial disclosure. Bitget’s monthly, continuous and user-verifiable reporting makes it one of the strongest major-exchange examples for reserve transparency, but the overall market impact remains limited because the report is not new evidence of a systemic change.

OKX US CEO Roshan Robert says tokenized stocks must give investors the same ownership, dividend, voting and liquidation rights as equivalent traditional shares. He argues that blockchain should improve stock trading and settlement without changing shareholder claims. The SEC’s five-year exemption, issued on 17 September, allows qualifying venues to trade certain tokenized National Market System stocks using permissioned automated market makers and liquidity pools. The exemption runs until 17 September 2031 unless changed earlier. Under the framework, venues must verify that tokenized stocks carry equivalent rights and provide access to investor communications. When an unaffiliated third party tokenizes a company’s shares, the issuer must receive written notice at least 30 days before trading begins. The company can object during that period, preventing the token from trading under the exemption. Tokenized stocks also face market-structure risks. Automated market maker prices may diverge from prices on traditional exchanges, particularly when U.S. markets are closed. The SEC has raised concerns about Regulation NMS compliance, market manipulation, front-running, liquidity and reliable pricing. Eligible venues must use public, auditable smart contracts and halt token trading when the underlying stock is suspended. Robert expects live trading data to help regulators assess liquidity, price alignment and investor behavior. The results could influence future changes to U.S. market rules and determine whether tokenized stock trading becomes permanent. For crypto traders, the news is broadly neutral: it supports institutional blockchain adoption but highlights significant regulatory and liquidity constraints.

Franklin Intermediate Municipal SMA underperformed the Bloomberg Managed Money Intermediate Index in the second quarter of 2026, both before and after fees. The strategy’s shorter duration hurt relative returns as municipal bond yields fell most sharply at the long end of the curve. The Franklin municipal strategy’s overweight to AAA-rated bonds supported performance, while its underweight to AA-rated bonds also helped because AA municipal issues lagged higher-rated debt. Municipal bond issuance remained strong, running more than 8% above the same period a year earlier. By the end of the quarter, the 10-year US Treasury yield had increased 15 basis points to 4.47%. The report does not provide the strategy’s exact return or benchmark return in the supplied text. For traders, the Franklin municipal bond commentary highlights the impact of duration, yield-curve movements and credit quality on fixed-income performance. It has limited direct relevance to cryptocurrency prices, but changes in Treasury yields and broader interest-rate expectations can influence liquidity and risk appetite across markets, including crypto.

The Astoria US Equal Weight Quality Kings ETF (ROE) retains a Buy rating after four portfolio changes. The actively managed ETF remains heavily weighted toward information technology and continues to combine quality, growth-at-a-reasonable-price (GARP), and equal-weight exposure. Its holdings also have relatively low debt levels. ROE has slightly underperformed the S&P 500 since June, but it remains ahead of the iShares Core S&P 500 ETF (IVV) and several comparable funds on a year-to-date basis. The analyst expects ROE to continue outperforming into 2027, supported by its quality-focused portfolio and exposure to financially strong companies. The main risk is ROE’s relatively high downside-capture ratio. If market sentiment turns bearish, the ETF could decline more than IVV. Traders should therefore monitor broader equity-market momentum, technology-sector performance, valuation levels, and the shift between growth and defensive factors. The article is an analyst opinion and does not guarantee future returns.

Bitcoin could test $95,000-$97,000 if it continues holding above $84,000, according to Glassnode. The on-chain analytics firm identified $96,700 as the next major resistance level, supported by concentrated options positioning. Bitcoin has moved above its $77,000 True Market Mean and the $84,000-$85,000 long-term holder supply cluster. A break below $84,000 could bring the $77,000 support level back into focus. The Bitcoin rally is showing signs of stronger spot-market participation. US spot Bitcoin ETFs recorded about $1.3 billion in net inflows over five days after two weeks of outflows. Exchange trading volume has also risen 121% since the rally began. Glassnode said weekly realised profits remain well below levels seen near the 2024 and 2025 market tops, indicating limited profit-taking pressure. Around 72.5% of tracked altcoins outperformed Bitcoin over the past week, while perpetual futures open interest barely increased over the past month. This suggests the advance is being driven mainly by spot buying rather than excessive leverage. For traders, $84,000 is the key near-term pivot. Sustained support above it would keep the path toward $95,000-$97,000 open, while a loss of that level could weaken Bitcoin momentum and expose $77,000.

A cryptocurrency whale transferred 42,000 ETH, worth approximately $112 million, to Galaxy Digital, according to Onchain Lens. The transfer was reportedly intended for sale. The whale accumulated the ETH through over-the-counter transactions with Galaxy Digital over the past two months. The movement could increase short-term Ethereum selling pressure, although an OTC transaction may reduce the immediate impact on public exchange order books. Traders should monitor ETH exchange flows, price support levels and any follow-up transfers linked to the sale.

Anthropic says its Claude AI model has autonomously identified a previously uncharacterised enzyme system with similarities to the molecular machinery behind CRISPR. The discovery came from Claude’s analysis of large genomic DNA databases and is the first published result from Anthropic’s wet lab in the San Francisco Bay Area, confirmed on 18 September 2026. Human scientists reportedly provided the initial prompt and conducted the physical experiments needed to verify the AI’s prediction. The project highlights the growing role of AI-driven biological research, while also showing that computational discoveries still require laboratory confirmation. Anthropic launched Claude Science on 30 June, integrating more than 60 scientific databases for genomics and protein design. The company says its Claude models achieved protein-design hit rates of 22% to 35%, compared with an industry benchmark of 10% to 15%. Claude designed 1,320 proteins, of which 354 were confirmed as functional binders across 15 targets. Anthropic plans to operate its wet lab as a research and platform partner for pharmaceutical companies rather than develop drugs through clinical trials. The company cited specialised models including Opus 4.8 and Mythos Preview. The Claude discovery could strengthen Anthropic’s position in AI, biotechnology and pharmaceutical research, although its commercial and scientific impact remains uncertain until further independent validation.

Western Midstream Partners (NYSE: WES) has been upgraded to Strong Buy after a 4% pullback, according to the analysis. Western Midstream Partners offers an approximately 8% distribution yield and trades at about 12.6 times projected 2026 earnings. The company reported record second-quarter results and raised its 2026 EBITDA guidance by $250 million. Growth is supported by stronger margins and higher volumes across its core operating basins. The Brazos Delaware acquisition is also reducing customer-concentration risk and performing ahead of initial expectations. The deal is expected to contribute about $100 million in EBITDA during the second half of the year, while project returns continue to improve. WES’s distribution is covered by approximately 1.4 times distributable cash flow, and management is targeting annual distribution growth of 3% to 5%. The analysis suggests the current valuation is attractive compared with recent insider purchase prices, although investors should still consider commodity-market exposure, execution risk and the financial risks common to midstream partnerships. For traders, the key catalysts are the higher EBITDA outlook, acquisition synergies and reliable income profile. The main risks are a renewed decline in energy prices, weaker production volumes and broader risk-off sentiment toward high-yield equities.

Cardano (ADA) rose about 30% in one week, from $0.19 on 17 September to an intraday high of $0.26 on 23 September. The rally followed the Cardano Foundation’s integration of native x402 payment support into its official SDK and a successful pre-production testnet transaction. The x402 protocol, originally introduced by Coinbase and now governed by the Linux Foundation, enables automated, pay-per-use payments for AI applications. Cardano’s test allows ADA and other Cardano-native tokens to settle these transactions, although mainnet deployment has not yet occurred. XRP gained roughly 22% and moved above $1.60. XRP Ledger already supports x402 and has recorded more than one million agent transactions, with thousands of payments processed hourly. XRP also benefited from broader risk-asset optimism after the Federal Reserve’s 16 September rate decision. On-chain activity strengthened both narratives. Cardano’s daily transactions rose 71% to 33,919, while XRP recorded more than 1,900 transactions worth over $100,000, the highest monthly total. New wallet creation also increased. However, the proposed US Clarity Act failed to pass the Senate, leaving regulatory uncertainty unresolved. For traders, ADA’s move reflects expectations around future AI-payment adoption but remains dependent on a successful mainnet launch and sustained usage. XRP has a more established x402 activity base, though the $1.60 level could be vulnerable if macroeconomic sentiment or regulation deteriorates.

Federal Reserve Chair Kevin Warsh is pursuing a hawkish policy aimed at cooling the US economy without triggering a disorderly stock-market sell-off. Warsh said inflation had remained too high for 65 months and questioned whether current financial conditions were restrictive enough. The Federal Reserve raised its policy rate by 25 basis points in mid-September, taking the target range to 3.75%-4%, while signaling that further tightening could be possible. The Federal Reserve under Warsh is also reviewing its communication strategy. It plans to rely less on forward guidance and place greater emphasis on incoming economic data. Hawkish remarks, or “jawboning”, could push market yields higher without repeated rate increases. US Treasury yields surged on September 23. The five-year yield rose about 15 basis points to roughly 4.96%-4.99%. The 10-year yield moved above 5% for the first time since 2007, while the 30-year yield exceeded 5.3%. Strong PMI data and comments from Fed Governor Michael Barr, who cited persistent services inflation and possible overheating linked to AI investment, reinforced expectations for higher-for-longer interest rates. For crypto traders, tighter Federal Reserve policy and rising Treasury yields are negative risk-asset signals. Higher bond yields increase the appeal of fixed income, raise funding costs and can reduce liquidity available for cryptocurrencies and technology stocks.

ON Semiconductor, also known as Onsemi, is targeting a $213 billion AI power semiconductor market by 2030. At its 16 September Investor Day, the company said power density could become the next major constraint for artificial intelligence data centres, replacing computing power and memory as the key infrastructure bottlenecks. Onsemi expects AI data centre revenue to rise from about $500 million in 2026 to more than $2.5 billion by 2030. That implies annual growth of over 50%. The company is also targeting roughly $11 billion in total revenue by 2030, representing a 12–14% compound annual growth rate. The potential acquisition of Synaptics could expand Onsemi’s total addressable market to more than $243 billion. Chief executive Hassane El-Khoury said AI systems may increase from around 60 kilowatts today to 200 kilowatts and potentially 1 megawatt, intensifying demand for efficient power management. Onsemi introduced its GaNEXUS gallium-nitride platform and Embedded Power Platform, which use advanced materials and wafer-level integration to improve power efficiency and density. The company also highlighted continued demand from hyperscale customers and its existing silicon-carbide capabilities through GT Advanced Technologies. The AI power semiconductor market gives Onsemi exposure to data-centre growth without directly competing with Nvidia or AMD in GPUs and processors. However, the projections are based on management guidance and Investor Day optimism. Traders should monitor execution, hyperscaler spending, acquisition progress and valuation for confirmation of the AI power semiconductor thesis.

Raiffeisen Bank International (RBI) has signed a group-wide agreement with Bitpanda to expand crypto trading across its Central and Eastern European banking network, which serves about 18 million customers. Bitpanda Enterprise will provide infrastructure for crypto trading, custody, liquidity, payments, stablecoins and tokenisation. Each RBI network bank will choose its services and launch schedule based on local regulations. The first planned rollouts are in Albania, the Czech Republic and Slovakia during the first half of 2027. The agreement builds on Bitpanda crypto trading services already introduced by Raiffeisenlandesbank Niederösterreich-Wien in January 2024 and Raiffeisen Salzburg in August 2026. RBI says growing customer demand is driving the expansion, while Bitpanda highlighted the combination of traditional banking reach and digital-asset technology. The partnership could improve mainstream access to crypto trading and support long-term adoption. However, the rollout is more than a year away, so it is unlikely to create an immediate Bitcoin or Ether price catalyst. Traders should focus on regulatory approvals, launch dates and user uptake as indicators of longer-term market impact.

The New York Stock Exchange (NYSE) and Blockchain.com have signed a memorandum of understanding to support tokenized stock trading. Subject to regulatory approval, Blockchain.com users could trade tokenized U.S.-listed stocks and ETFs through the NYSE’s planned 24/7 digital alternative trading system. The venue is expected to use blockchain-based settlement, but it has not launched and has no confirmed launch date. The partnership could connect the NYSE with Blockchain.com’s more than 44 million confirmed accounts across over 70 jurisdictions. It also includes data sharing. ICE Data Services will distribute Blockchain.com’s crypto market data, while Blockchain.com plans to add selected NYSE and ICE market feeds to its app. The agreement follows the NYSE’s January announcement that it was developing tokenized securities infrastructure and comes amid increasing regulatory support for blockchain-based markets. Tokenized stocks could enable fractional ownership, extended-hours trading and faster settlement, strengthening links between traditional finance and crypto markets. Competition is also growing: Coinbase launched tokenized stocks on Base for non-US users in August. Blockchain.com has separately filed confidentially for a potential U.S. IPO. For crypto traders, the deal is strategically positive for digital-asset infrastructure and institutional adoption, but its immediate price impact is likely limited because regulatory approval, implementation and the launch timetable remain uncertain.

Bitcoin has closed above its 365-day moving average for the first time since March 2023, according to CryptoQuant. The average stood near $80,500, and CryptoQuant said similar breakouts in 2019 and 2023 preceded major Bitcoin rallies and broader market-cycle shifts. CryptoQuant’s Bull Score Index and Bull-Bear Market Cycle Indicator had already moved towards an early bull-market phase by mid-August. The latest Bitcoin price move aligns with those on-chain signals, although the firm stressed that the 365-day moving average is a long-term cycle indicator rather than a short-term trading tool. Bitcoin has also broken through a major supply zone between $76,000 and $81,000, where long-term holders and wallets inactive for more than seven years had concentrated holdings. The next significant resistance and supply area is between $88,000 and $90,000. Traders will monitor whether Bitcoin can sustain its move above the 365-day average. Key downside support is located near the 200-day moving average at about $70,600, as well as the reclaimed 365-day average. Despite the bullish market-cycle signal, CryptoQuant warned that short-term pullbacks remain possible.

Abivax (ABVX) is developing obefazimod, an oral therapy for ulcerative colitis and Crohn’s disease. The company has raised $920 million, extending its cash runway into the fourth quarter of 2029 and improving its negotiating position for potential mergers and acquisitions. Recent safety concerns appear to have been largely addressed. ABVX shares have fallen 12% since the previous rating downgrade to Hold in March. The stock is considered fairly valued in the $90s. Further upside depends on a favorable ulcerative colitis product label and positive Phase 2b Crohn’s disease data expected in 2027. Despite obefazimod’s potential to become a blockbuster treatment, Abivax remains exposed to regulatory uncertainty, unclear label language, clinical-trial risk, competition and dependence on a single lead asset. The current assessment is Hold rather than Buy. For traders, the main catalysts are future regulatory clarity and Crohn’s disease trial results, while financing strength may reduce near-term dilution concerns.