East Texas A&M University researchers have released and tested the Post-Quantum Lightning Network (PQLN), a research design aimed at protecting Bitcoin’s Lightning Network from future quantum-computing threats. PQLN combines NIST-standardised ML-DSA signatures and ML-KEM key exchange with existing Lightning cryptography. It protects node identities, gossip, peer transport, BOLT 11 invoices, BOLT 12 offers and payment onions without changing Bitcoin’s consensus rules.
Tests found limited computational overhead. ML-DSA signing took up to 0.33 milliseconds, while payments over a 50-millisecond connection added 19 to 53 milliseconds per hop. The main cost was larger data. PQLN nodes downloaded about 10 times more gossip data and stored roughly nine times more. Initial gossip for around 33,000 public channels could increase from 26 MB to about 270 MB. An alternative Falcon configuration reduced the bandwidth increase compared with the default ML-DSA setup.
PQLN remained compatible with standard Lightning nodes by falling back to classical cryptography, and testing across mixed-node configurations found no stuck payments. However, the implementation adds about 11,000 lines to a research rust-lightning fork and still needs testing with Core Lightning, LND and Eclair. PQLN also does not protect Bitcoin’s on-chain funds or transactions, which would require a Bitcoin consensus change. The post-quantum Lightning Network is therefore an important research milestone, but not a production-ready upgrade. Traders should treat the development as a long-term security signal rather than an immediate BTC price catalyst.
Dave & Buster’s Entertainment (NASDAQ: PLAY) began its Q4 2025 earnings call on 31 March 2026. CEO Tarun Lal, CFO Darin Harper and investor-relations executive Cory Hatton participated, with analysts from Jefferies, BMO Capital Markets, UBS, The Benchmark Company, Gordon Haskett and Raymond James expected to ask questions.
The opening remarks covered the call format, recording notice and forward-looking statements. Management cautioned that projections face risks and uncertainties. The available Dave & Buster’s earnings call excerpt includes no revenue, earnings, same-store sales, cash-flow, guidance or outlook figures.
An earlier transcript reference concerned a separate Q2 2026 call scheduled for 14 September 2026, whose available text also contained only opening disclosures and no financial data. For traders, the Q4 2025 earnings call remains a company-specific stock event, not a direct cryptocurrency catalyst. Any move in PLAY will depend on the full results, guidance and analyst commentary. The impact on crypto markets is expected to be limited.
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Dave & Buster’sQ4 2025 earningsPLAY stockEarnings callForward-looking statements
PEPE has shifted from a whale-led bearish setup to a stronger but volatile breakout structure. Earlier, PEPE traded near $0.00000348 after rejecting its 200-day EMA at $0.00000364. Wallets holding 10 million to 100 million PEPE sold about 80 billion tokens, while smaller and mid-sized holders accumulated only 5.06 billion. Negative funding, a bearish MACD crossover and weakening RSI added to downside risks. A daily close below $0.00000313 could have exposed PEPE to around $0.00000230, while reclaiming $0.00000364 would have improved the outlook.
In the latest update, PEPE trades near $0.00000492 after retreating from a seven-day high of $0.00000534. PEPE remains about 45% higher over the week and above the $0.0000044 breakout zone. Traders are watching $0.0000047 as immediate support and $0.0000044 as key structural support. A daily close below $0.0000044 could return PEPE to its previous range, while a move above $0.00000534 would confirm a fresh local high.
Momentum has cooled, with the 14-day RSI falling from 78.09 to 51.37 and the MACD line remaining below its signal line. The September golden cross still supports the broader bullish trend, although historical signals have been mixed. PEPE open interest is near $393 million, against about $912 million in 24-hour futures volume and $267 million in spot volume. Futures liquidations reached roughly $1.96 million in 24 hours. Elevated leverage raises liquidation risk but does not show whether traders are net long or short. Holding $0.0000047 would preserve the breakout, while losing $0.0000044 would increase downside risk.
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PEPEMeme coinsCrypto technical analysisFutures open interestBreakout support
Binance’s Circle investment totals $100 million for 1,237,011 Circle Class A shares at $80.84 each, according to Circle’s SEC Form 8-K. The deal closed on 17 September at about a 5% discount to Circle’s closing price. Binance cannot sell, transfer, pledge or hedge the shares for up to two years, subject to limited exceptions, but retains voting rights.
The Binance Circle investment also includes a five-year commercial agreement to promote USDC across trading, savings, payments and other products. Circle will pay Binance monthly incentives linked to qualifying USDC balances held through its wallet infrastructure. The fee rate was not disclosed. The agreement replaces earlier arrangements signed in November 2024 and August 2025. Binance also integrated USDC deposits on Circle’s Arc network on 16 September and is expanding USDC use in institutional products.
The deal highlights Circle’s dependence on distribution partners. In the second quarter, Circle reported $701 million in revenue and reserve income, while distribution and transaction costs reached $410.4 million, including $324.6 million paid to Coinbase. Revenue after distribution costs was $289 million, with a 41.2% margin.
USDC remains the second-largest stablecoin, with about $75 billion in circulation versus roughly $183 billion for USDT. USDC supply and on-chain activity are growing faster, supported by Circle’s Arc blockchain, payment infrastructure and tokenised-asset initiatives. For crypto traders, the agreement is strategically positive for USDC adoption but does not guarantee an immediate price move in USDC, BNB or Circle shares. Key indicators include USDC balances on Binance, Circle’s net take rate, distribution costs and stablecoin demand in tokenised securities and emerging markets.
The US Commodity Futures Trading Commission (CFTC) has warned prediction markets about manipulation risks in “mention market” contracts, which let users bet on whether a person, company or topic will be mentioned or take a specified action. The advisory covers platforms including Kalshi and Polymarket, but does not ban these contracts. The CFTC said prediction markets must demonstrate strong market integrity because featured individuals or their associates may know about, or influence, the outcome. Platforms may need independent verification, public scrutiny, external safeguards, formal public settings, detailed disclosures and stronger surveillance for suspicious trading. The warning follows enforcement action involving a former White House teleprompter operator accused of trading on advance knowledge of a speech, as well as Kalshi’s permanent ban of former Representative George Santos over alleged betting on his own State of the Union appearance. The guidance could increase compliance costs, tighten contract-listing standards and reduce liquidity or product availability across prediction markets. It is unlikely to directly affect BTC or other major cryptocurrencies, but traders should monitor regulatory sentiment and event-based trading activity.
Andreessen Horowitz (a16z) and the DeFi Education Fund have asked SEC Commissioner Hester Peirce to establish a DEX safe-harbour framework. Under the proposal, a DEX protocol and front end could generally avoid classification as an exchange if they are non-custodial, automated, permissionless and credibly neutral. DEX front ends would be limited to interface services, security updates and asset filtering based on public standards.
In a separate 14 September letter, a16z proposed a Regulation ATS-style registration framework for centralised crypto exchanges. The framework would cover crypto securities pairs, non-securities pairs and mixed pairs. Three days later, the SEC announced an innovation exemption for venues handling tokenised stocks, adding to the market-structure debate. The proposals could clarify US crypto regulation, but they are not final rules and are unlikely to have an immediate effect on prices. Traders should monitor SEC responses, enforcement signals and future rulemaking.
Mitch McConnell has returned to the US Senate after missing more than 13 weeks because of injuries from a fall and subsequent pneumonia and other health issues. The 84-year-old Kentucky Republican remains in physical therapy and has resumed some legislative activity.
Mitch McConnell has confirmed that he will not seek re-election but plans to complete his current term, which ends on January 3, 2027. His return has reduced expectations of an early resignation. Prediction-market pricing showed a 12.5% resignation probability earlier, while the latest reading fell to 10.5%, down from 14% a week ago.
Traders should monitor his Senate attendance, voting activity, medical updates, statements from Republican leaders and comments from Kentucky’s governor. These developments may affect political prediction markets and 2026 midterm election contracts. The news has no direct cryptocurrency catalyst, so its expected impact on crypto prices is limited.
OpenAI launched GPT-6 Sol and GPT-6 Luna, expanding its lower-cost AI API lineup based on GPT-6 Astra technology. GPT-6 Sol targets advanced coding and professional workloads, while GPT-6 Luna is designed for fast, large-scale everyday tasks.
GPT-6 Sol costs $2 per million input tokens and $10 per million output tokens. GPT-6 Luna costs $0.10 per million input tokens and $0.50 per million output tokens. OpenAI says both models are about 50% cheaper than GPT-5.6 promotional rates and well below GPT-6 Astra’s pricing.
The new models also reportedly reduce coding deception and factual errors. Sol’s coding deception rate fell from 10.4% with GPT-5.6 to 1.3%, while Luna’s dropped from 9.5% to 2.8%. OpenAI reported stronger results in coding, computer use and professional-work benchmarks.
GPT-6 Sol and GPT-6 Luna are available through the API, ChatGPT Work and Codex for eligible paid and education subscribers. Free and Go users can initially test Luna through the desktop app. The GPT-6 launch could lower AI deployment costs, intensify competition across the AI infrastructure sector and increase demand for computing capacity. It has no direct effect on cryptocurrency prices, but traders may monitor related technology and semiconductor stocks.
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OpenAIGPT-6AI API pricingAI infrastructureTechnology sector
White-hat security researchers have transferred 52.37 BTC, worth more than $4.5 million, from wallets linked to the Coldcard exploit into the Wyoming-based Crypto Recovery Trust. The trust was established to return rescued funds to potential victims. Galaxy Digital research head Alex Thorn said the transfer included 3.0134 BTC from previously untracked addresses and represented about 2.8% of the estimated Coldcard exploit losses.
The Coldcard exploit began on 31 July after Coinkite disclosed a firmware flaw. The bug caused affected devices to use a weak software pseudorandom number generator instead of the hardware-based random-number generator when creating wallet seeds. This could allow attackers to guess seed phrases and steal Bitcoin.
Galaxy Digital estimates that 1,789.28 BTC, worth about $154.1 million, was lost in the attacks. An earlier estimate identified 1,830 BTC across 9,162 potentially affected addresses. SEAL 911 and Ump Labs responder Nick Bax said he helped rescue about 50 BTC that faced an imminent theft risk. Researchers also reportedly secured around 40% of the Bitcoin linked to the exploit’s second wave before attackers could seize it.
Coinkite has urged users to update their firmware or move funds away from affected devices. The Coldcard exploit remains a serious risk for affected holders and hardware-wallet confidence. The recovery transfer is positive for the rescued funds, but it is unlikely to create a direct Bitcoin price catalyst. Traders should watch for further thefts, recovery announcements and any selling by victims.
Cardano has joined the x402 payment standard through an official SDK, allowing AI agents and applications to make automated payments for API calls, data and online services using ADA or Cardano native tokens. The integration uses HTTP’s “402 Payment Required” response to trigger payment before a request is completed, removing the need for user accounts, API keys, bank cards or checkout pages.
The Cardano Foundation released the TypeScript package through npm on 21 September. Developers can install it with `npm install @x402/cardano`. The SDK includes client, server and facilitator components, with Python support planned. Masumi Network has also been added as a transfer method. Earlier testing recorded one transaction on Cardano’s pre-production environment, but the integration had not demonstrated mainnet deployment or commercial-scale usage.
Cardano now joins networks including Solana and XRP Ledger in the emerging AI agent payments market. The x402 website reported 75.41 million transactions and $24.24 million in volume over the previous 30 days, although analyst Jamie Coutts previously reported a 93% decline in settlement volume from the start of the year.
ADA traded near $0.24, up almost 6% in 24 hours and more than 20% over seven days, alongside gains in XRP, SOL and DOGE. The Cardano x402 integration is a long-term infrastructure and adoption catalyst, but near-term ADA price action is likely to remain driven mainly by broader market momentum and speculation. Traders should monitor mainnet availability, transaction reliability and real developer demand before treating the announcement as evidence of sustained network activity.
The European System of Central Banks (ESCB) has urged EU regulators to replace MiCA’s fixed stablecoin bank-deposit floors with maturity-based liquidity requirements. MiCA currently requires standard stablecoin issuers to hold at least 30% of reserves in commercial bank deposits, rising to 60% for significant tokens.
The ECB and national central banks warn that a stablecoin run could trigger rapid withdrawals and transmit liquidity stress to commercial lenders. They propose requiring a defined share of reserves to be convertible into cash within one and five working days. Eligible assets could include short-term sovereign bonds and overnight reverse repurchase agreements.
The proposed framework reflects European Banking Authority draft thresholds of 20% and 30% for non-significant stablecoins, and 40% and 60% for significant tokens, based on one-day and five-day maturities. The recommendation forms part of the European Commission’s MiCA review and could lead to legislative amendments.
The proposal echoes Tether CEO Paolo Ardoino’s concerns that uninsured bank deposits may become inaccessible during a crisis, citing USDC’s temporary depeg after Silicon Valley Bank failed in 2023. Tether has not pursued MiCA authorisation, while some European platforms have restricted or removed USDT trading.
For crypto traders, the immediate price impact is likely limited. However, MiCA reserve rules could influence which stablecoins remain available on European exchanges, affecting liquidity, exchange support and regulatory risk. Over time, the changes could favour issuers with transparent, liquid reserves.
Coinbase has expanded its tokenized stocks offering on Base, its Ethereum layer-2 network, for eligible users outside the United States. The first four assets—Apple, Alphabet, Meta and Nvidia—have been joined by six new tokens linked to Amazon, Microsoft, Strategy, SanDisk, SpaceX and Tesla, bringing the total to 10.
Coinbase-issued tokenized stocks recorded $227.7 million in decentralised exchange volume on Base during the 30 days before the expansion. Daily volume exceeded $33 million at its peak. Aerodrome is providing launch liquidity, which could improve trading depth and support integration with Base DeFi applications, including lending, borrowing and collateral markets.
The tokenized stocks can trade outside traditional US market hours. They are issued by Coinbase Onchain SPV Ltd under Regulation S and backed by shares or eligible equity interests held in segregated custody. US persons remain excluded. Prices may diverge from underlying stocks during market closures or periods of low liquidity. Dividends are generally reinvested, while stock splits and other corporate actions are handled onchain.
For crypto traders, the expansion could increase Base activity and demand for Ethereum layer-2 infrastructure, decentralised exchanges and oracle services. However, Base has no announced native token, so the launch provides no direct token catalyst. Traders should monitor ETH and AERO activity, liquidity, regulatory developments, redemption conditions and future Coinbase announcements.
Prometheum, HashKey Digital Asset Group and Velocity Capital are developing an international distribution plan for tokenized US stocks. The proposed tokenized US stocks would be digital twins of shares held at The Depository Trust Company (DTC), rather than synthetic assets or offshore special-purpose vehicles.
Cede & Co., DTC’s nominee, would remain the registered owner of the underlying shares. Eligible investors would hold securities entitlements through regulated intermediaries under Article 8 of the Uniform Commercial Code. They could potentially redeem tokens for conventional shares or sell them for cash through broker-dealers. Dividends, stock splits and other corporate actions would follow existing DTC procedures.
Prometheum Capital and Velocity, both SEC-registered and FINRA-member broker-dealers, would provide custody, execution and clearing. HashKey would distribute the products through licensed exchanges in selected international markets. Potential assets include Russell 1000 companies, major equity ETFs and US Treasury securities.
The initiative remains a proposal, not an immediate product launch. It still requires definitive agreements, regulatory approvals, local licenses, technical integration and access to DTCC’s Tokenization Service, whose full launch is scheduled for October 2026. Pilot programmes may begin in the coming months for qualified investors where permitted.
For crypto traders, the tokenized US stocks plan supports the long-term institutional tokenization narrative and may benefit compliant digital-asset infrastructure. However, it is unlikely to provide an immediate catalyst for major cryptocurrencies or affect US retail access.
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Tokenized US StocksDigital SecuritiesPrometheumHashKeyDTCC
Crypto-backed political action committee Fairshake plans to spend $30 million opposing former Ohio senator Sherrod Brown in the 2026 special election. Brown is challenging Republican Senator Jon Husted for the seat previously held by Vice President JD Vance.
The campaign follows the US Senate’s failure to advance the Digital Asset Market Clarity Act, which fell short of the 60 votes needed in a September 15 procedural vote. Disputes reportedly involved stablecoin rewards, presidential ethics rules, developer protections and regulatory authority shared by the SEC and CFTC. With limited legislative time before 2027, the bill’s prospects have weakened.
Fairshake, supported by Coinbase and Ripple Labs, previously spent about $41 million opposing Brown and more than $130 million on advertising during the 2024 election cycle. Its affiliated groups had accumulated more than $193 million by January. Coinbase-backed Stand With Crypto also plans to mobilise voters based on lawmakers’ voting records. Fairshake and its affiliates had not disclosed additional post-vote spending as of Monday.
The Ohio race has attracted roughly $298 million in advertising commitments and could become one of the most expensive Senate contests of 2026. Polling has reportedly shown Brown with a three- to five-point lead, while he had raised $38.6 million compared with Husted’s $14.3 million. For crypto traders, the immediate market impact is likely limited, but election polling, political spending and future regulatory appointments could influence long-term expectations for US crypto legislation.
MyEtherWallet (MEW) has released version 7.5.0, incorporating the v7.4.0 and v7.4.0-hotfix.1 updates. The MEW upgrade focuses on wallet usability, perpetual futures trading and application reliability rather than a direct token-market catalyst.
The release redesigns the /access page as a child of Home and adds an unconnected portfolio state. Multi-address deletion now uses stronger confirmation controls. Account balances are stored in a per-network cache with a 75-second time-to-live and continue polling while the page remains open.
For perpetual futures traders, MEW adds Sentry instrumentation and market-information chart lookback filters. Error monitoring has also been refined by filtering expected issues involving Ledger, Trezor, WalletConnect, CoinGecko, IndexedDB, swap quotes and trade orders. This should help developers identify genuine wallet and trading problems more quickly.
Additional fixes cover private-key unlock validation, chart teardown crashes, temporary swap errors, token logos, network badges, balance percentages and responsive modal sizing. The MEW release may improve user experience and operational reliability over time, but it does not introduce a clear short-term price driver for any cryptocurrency.
Rocket Pool’s September 2026 updates show broadly stable liquid staking activity, despite small declines in network metrics. In the 8 September update, rETH supply fell 0.9% over two weeks to 316,997, while pending and active minipools declined 0.8% to 18,211. Node operators fell 1.0% to 1,428.
By 22 September, the declines had slowed. rETH supply decreased 0.2% to 316,419, the pending and active validator count slipped 0.1% to 18,187, and node operators fell 0.8% to 1,417. The figures do not suggest a major change in Ethereum liquid staking demand, although traders may continue monitoring rETH liquidity and operator participation.
Rocket Pool also issued several Smart Node updates. Earlier versions prioritised upgrades for Besu, Reth, Erigon and Nimbus users, while v1.24.0 became a high-priority update for Reth, Erigon and Lodestar users. Teku users were advised to install the medium-priority v1.24.2 update. Operators should review relay settings after the deprecation of the bloXroute Max Profit relay.
Governance activity is focused on the proposed Saturn 2 upgrade. Earlier sentiment polls were open, while four polls had closed by 22 September and governance moved towards signalling through RocketDash. The GMC opened Round 41, published a treasury report and a pDAO treasury report, while an oDAO proposal sought a bug-bounty hotfix.
Rocket Pool said a new yield protocol now supports rETH, with deposits from 0.01 ETH and permissionless node operation requiring 4 ETH. The project also highlighted a staking-protocol rating and a new RPL perpetual-futures listing. Overall, the Rocket Pool update is operational and governance-focused, with no immediate token-market catalyst.
US federal prosecutors are investigating whether Binance knowingly allowed Iran-linked trading that breached US sanctions, Bloomberg reported. The Manhattan US Attorney’s Office is leading the probe, with support from the Justice Department’s Criminal Division. The transactions under review have not been disclosed, and the investigation may end without charges.
The inquiry follows earlier reports that more than $1 billion moved through Binance to Iran-linked entities. Binance disputed that figure, saying no more than $126.1 million reached wallets linked to Iran after multiple transfers. It said up to $24.1 million was connected to wallets associated with Iran’s Islamic Revolutionary Guard Corps.
Binance said it has a zero-tolerance policy for sanctions violations, cooperates with law enforcement and works to remove bad actors. Binance previously pleaded guilty to US banking and sanctions violations, paid $4.3 billion and accepted two corporate monitors. Former chief executive Changpeng Zhao stepped down, served four months in prison and was later pardoned.
The investigation increases Binance’s regulatory, legal and AML compliance risks. It could weigh on BNB sentiment if prosecutors announce charges, new restrictions or further compliance action. Until then, traders should monitor official updates and volatility around Binance-related news.
Bitcoin treasury companies Strategy and Strive bought a combined $182.7 million of Bitcoin last week, signalling renewed institutional demand as BTC recovered above $86,000. Strategy purchased 950 BTC for $75.7 million at an average price of $79,670, lifting its holdings to 846,000 BTC. Its total cost basis is about $63.8 billion, or $75,416 per BTC.
Strive bought 1,355 BTC for $107.7 million at an average price of $79,475, increasing its holdings to 26,355 BTC. Both companies bought below the latest market price, helping the corporate treasury sector return to aggregate unrealised profit. Glassnode estimates that listed companies added only about 5,900 BTC over the past three months, compared with roughly 89,000 BTC in July 2025, showing that corporate Bitcoin demand has slowed sharply.
Strategy also spent $174 million repurchasing STRC preferred shares and paid $57.4 million in dividends and debt interest. Strive continues to fund Bitcoin purchases through its SATA preferred-share programme and warrant exercises. The renewed buying is modestly bullish for BTC, but sustained demand will depend on whether Bitcoin’s gains exceed the cost of corporate financing. Traders will watch whether other treasury companies resume accumulation, while interest rates, regulation and balance-sheet risks remain key market drivers.
Intel stock rose from $95.80 to $121.78, lifting the US government’s 9.9% Intel stock stake from its $8.9 billion purchase price to an estimated $52.8 billion. The unrealised gain is about $43.9 billion, or 495%.
Washington acquired 433.3 million Intel shares in August 2025 by converting $5.7 billion in CHIPS Act grants and $3.2 billion from the Secure Enclave programme into equity. The holding is passive, with no board seat or standard governance rights.
The latest Intel stock rally reflects stronger expectations for AI infrastructure and data-centre demand. Gains spread across CPUs, accelerators, networking and memory chips. Intel’s foundry recovery and improving defect metrics for its 14A process also supported sentiment, although the division remains loss-making. The position remains an unrealised fiscal gain and could change sharply with market conditions.
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Intel stockAI chipsSemiconductorsCHIPS ActUS government investment
Bitcoin treasury companies returned to net buying last week, purchasing about $183 million after net selling in the previous week. Strategy bought 950 BTC for roughly $75.7 million at an average price of $79,670, raising its holdings to 846,000 BTC. Strive added 1,355 BTC for about $108 million. Listed companies now hold 1,156,080 BTC, equal to around 5.8% of Bitcoin’s circulating market value.
However, corporate Bitcoin accumulation has slowed. Listed firms added only about 5,900 BTC over the past three months, at an average purchase price of $80,500, while Bitcoin traded near $76,400. This leaves some treasuries with unrealised losses and keeps funding costs, equity premiums and leverage as key volatility risks. Earlier, KULR and Satsuma exited or reduced their Bitcoin strategies, highlighting the uneven nature of corporate demand.
Ethereum treasury activity remained strong. Bitmine held about 5.98 million ETH after 68 consecutive weeks of accumulation and withdrew another 12,500 ETH from Kraken. DeFi Development increased its Solana treasury by 101,381 SOL to about 2.49 million SOL, while HypeStrat bought 1.8 million HYPE. XRP treasury firm Evernorth plans to raise $30 million through convertible preferred PIK notes. BNC is also considering the name “BNB Standard”, supported by CZ.
For crypto traders, renewed Bitcoin treasury buying supports the long-term institutional accumulation narrative, but the slower pace and rising balance-sheet risks could amplify volatility. Weakening momentum in tokenised stocks and related meme coins on Robinhood Chain, alongside macro concerns over inflation, Federal Reserve policy and equity valuations, adds to the need for caution.
BitMEX will remove support for all remaining tokens on its Convert feature at 04:00 UTC on 22 September 2026. The exchange announced the change on 21 September, following an earlier notice that five tokens would lose Convert support as part of the planned BitMEX platform closure. BitMEX Convert users should complete intended conversions before the deadline and review their balances and withdrawal options. Withdrawals will remain available as usual. BitMEX did not identify the affected tokens or announce changes to spot trading or derivatives services. The removal may reduce short-term conversion liquidity, but it does not confirm wider token delistings or indicate an immediate market-wide risk.
Trueo plans to migrate its prediction-market protocol from Base to the Ethereum mainnet. The project launched on Base in March 2025, but said its integrations were largely limited to that ecosystem. Trueo expects Ethereum to provide deeper liquidity, broader DeFi integrations, lower execution costs and more neutral infrastructure for long-term development.
Existing Base markets will remain operational during the transition. Markets expiring in 2026 can still be created on Base, but users should not create new Base markets expiring after 31 January 2027. Existing users can continue trading, resolving markets and redeeming positions until expiry.
The TRUE governance and oracle token will have an open-ended migration window. Future staking and liquidity incentives will move to Ethereum after launch, while TYD collateral will continue earning yield during the transition. Trueo has not announced a deployment date or Ethereum contract addresses. Its documentation still lists Base contracts, and DefiLlama attributes about $796,126 in total value locked to Base, with roughly $9,728 in decentralised-exchange volume over the past 30 days.
Trueo plans to prioritise liquidity acquisition and launch a new Ethereum oracle system for disputed real-world outcomes. Vitalik Buterin praised the migration and the protocol’s focus on decentralisation and practical prediction-market applications. Traders should monitor bridge execution, liquidity fragmentation and token migration activity, as these could create short-term volatility despite possible long-term growth opportunities.
Bitmine, the crypto investment firm linked to Tom Lee, withdrew 12,500 ETH worth about $34.55 million from Kraken on 22 September, according to Lookonchain. The transaction followed Bitmine’s purchase of 20,000 ETH roughly three weeks earlier. Combined reports indicate that Bitmine acquired 27,562 ETH over the previous week, while earlier coverage put its recent three-week accumulation at 32,500 ETH. Its reported ETH holdings rose to about 5.9839 million ETH. The Bitmine withdrawals may reduce ETH available for immediate trading and could indicate long-term institutional demand. However, the transfers do not confirm whether the ETH will be held, staked or sold elsewhere. Traders should monitor ETH price momentum, exchange balances, staking flows, derivatives positioning and broader market liquidity.
Bitcoin rose more than 5% in 24 hours and briefly moved above $85,000, its highest level since January. The rally triggered a major Bitcoin short squeeze, with more than $1 billion in leveraged crypto positions reportedly liquidated across the market. Estimates varied: CoinGlass recorded about $750 million in 24-hour liquidations, including $648 million in shorts, while other figures put the total near $919 million. Short sellers accounted for roughly $850 million in broader estimates, while Bitcoin short liquidations ranged from $277 million to $384 million. More than $262 million in shorts were liquidated within an hour of Bitcoin breaking above $84,000. About $200 million in long positions were also liquidated as volatility intensified. XRP, Solana and Ethereum-related positions were affected as altcoins rallied. Crypto derivatives open interest rose 7% to 8% to about $156 billion, while trading volume increased by 39% to 58%. The Bitcoin short squeeze has strengthened short-term bullish momentum, but the rapid rise in leverage may increase the risk of profit-taking and further volatility. Traders should monitor funding rates, open interest and whether Bitcoin can hold the $84,000-$85,000 area.
Strive has expanded its corporate Bitcoin treasury to 25,000 BTC after buying an additional 316 Bitcoin worth about $36.6 million. The latest purchase follows fresh fundraising by Strive’s SATA unit and brings the company’s Bitcoin accumulation to 6,400 BTC over the past month, according to BitcoinTreasuries.NET. The continued Bitcoin buying highlights growing institutional demand and reinforces the corporate Bitcoin treasury trend. It may support Bitcoin sentiment if other companies follow, but the transaction alone is unlikely to determine short-term BTC price direction. Traders should also track macroeconomic conditions, funding costs, market liquidity and the risk of future selling by large holders.
Robinhood CEO Vlad Tenev says crypto-linked contracts could become larger than sports contracts in the company’s prediction markets within a few years. Sports contracts helped attract users, liquidity and media attention, but demand is expanding into crypto, politics and economic events.
Robinhood reported $156 million in prediction-market revenue in the second quarter of 2026, more than 10 times the year-earlier figure and above its $100 million in cryptocurrency-trading revenue. Event contracts generated $13.6 billion in quarterly volume and ranked second among trading-revenue categories, behind options and ahead of equities. The platform later reported 4.7 billion contracts traded in August, about 15 times the August 2025 level. Its Rothera exchange processed more than 3.5 billion contracts by the end of July.
The growth makes prediction markets increasingly important to Robinhood as crypto-trading revenue declines. The company operates through Kalshi and its CFTC-licensed joint venture Rothera, while also holding minority stakes in Crypto.com and its prediction-market business OG.com. CME, Coinbase and decentralised platforms such as Polymarket are expanding in the same sector.
Prediction markets are regulated as derivatives, but US lawmakers and critics continue to debate whether event contracts blur the line between investing and gambling. Sports contracts also face legal challenges in several US states. For crypto traders, the expansion could increase demand for crypto event contracts and divert retail liquidity from conventional crypto trading. However, it does not directly change cryptocurrency supply, network activity or institutional flows.
ZetaChain tokenholders approved the ZETA migration to Solana through Governance Proposal 68, which received 99.4% support with 58% voter participation, exceeding the 40% quorum requirement. The ZETA migration will not happen immediately. A second proposal must define the shutdown schedule, snapshot block, asset withdrawal window, token-claim process and exchange conversion period.
Under the plan, native ZETA will convert to a Solana SPL token at a 1:1 ratio. The ticker and total supply will remain unchanged, with no new tokens issued. Validators and staking rewards will continue during the transition. ZETA already issued on Ethereum and BNB Smart Chain is outside the proposal’s scope.
ZetaChain plans to retire its Cosmos SDK-based Layer 1 and redirect resources to Anuma, a privacy-focused AI application, and its Private Memory Layer. The project says Anuma has more than 300,000 users and has processed over one million requests across 35 AI models, although these figures are self-reported.
For traders, the ZETA migration could improve access to Solana liquidity and reduce infrastructure-maintenance costs. However, conversion procedures, exchange support, security concerns and the unconfirmed timetable could drive short-term volatility. ZetaChain previously reported a $334,000 cross-chain gateway exploit. Longer-term ZETA performance will depend on Solana adoption, token liquidity and the success of ZetaChain’s AI strategy. Similar chain retirements include BounceBit’s BB migration to BNB Smart Chain and Harmony’s proposed move of ONE to Ethereum.
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ZETA migrationSolanaLayer 1 shutdownCrypto governanceBlockchain AI
The European Central Bank (ECB) is preparing to invest a small, undisclosed share of its own funds in euro-denominated tokenized securities. Initial targets include bonds issued by euro-area governments, public agencies and European supranational institutions. The programme will give the ECB practical experience in trading, settlement and portfolio management for tokenized securities.
The initiative coincides with the launch of Pontes, the Eurosystem’s distributed ledger technology settlement platform. Pontes enables wholesale tokenized assets to be settled in central bank money and currently involves 13 market participants and four DLT operators, including Clearstream and SWIAT. Full implementation is targeted for 2028. Its Hash-Link protocol is designed to synchronise asset transfers with payments and reduce manual processing.
The ECB tested about €1.6 billion in DLT-based transactions in 2024. In March 2026, certain DLT-based assets became eligible as collateral in the Eurosystem. The latest investment programme adds further institutional support for tokenized securities and could encourage clearer regulatory standards under European securities law, which generally applies more directly than MiCA.
For crypto traders, the ECB’s tokenized securities investment is mainly an infrastructure and institutional-adoption signal. The limited investment size is unlikely to create immediate demand for Bitcoin or materially move cryptocurrency prices. Over the longer term, wider use of DLT settlement and tokenized assets could strengthen blockchain adoption across regulated financial markets.
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Tokenized SecuritiesEuropean Central BankDistributed Ledger TechnologyPontesInstitutional Adoption
Rust-Lightning, also known as Lightning Development Kit (LDK), has progressed from version 0.3-rc1 to 0.3-rc2 for Bitcoin Lightning Network developers and node operators. LDK 0.3 adds broader splicing support, including replacement-by-fee (RBF) for pending splices and the ability to add and remove funds in one transaction. It also expands asynchronous signing through EcdsaChannelSigner interfaces.
The release introduces LSPS1, BOLT 12 payer proofs, phantom-node offers, payment metadata, authenticated blinded-path improvements and more flexible HTLC interception. Routing and payment monitoring now provide additional fee, probe and forwarded-HTLC details. Anchor channels and zero-fee HTLC transactions are favored by default, while some older channel and configuration options have changed or been removed.
LDK 0.3 also raises the minimum supported Rust version to rustc 1.75. Parallel channel-monitor loading, improved blockchain synchronization and fixes for gossip, reorganisations, funding tracking and splice events should improve node reliability and startup performance.
Bitcoin Lightning operators should review migration requirements before deployment. BOLT 11 invoices containing payment metadata may become invalid after upgrading or downgrading. Unclaimed BOLT 12 refunds, some pending BOLT 12 payments and payments using older blinded paths may not carry over. Downgrades can also fail when splices, zero-reserve channels or certain payment features are active. The release is unlikely to directly move Bitcoin prices, but it could support long-term Lightning adoption while creating short-term operational risk for node providers.
Neutral
LDK 0.3Bitcoin Lightning NetworkBOLT 12SplicingAsync Signing