Latest Crypto News | Bitcoin, Ethereum and Altcoin Updates

Andreessen Horowitz (a16z) has raised $1.1 billion for its Machine Age Fund, expanding its focus on AI infrastructure and the physical computing stack. The fund targets chips, networking, memory, cooling systems, power generation, data centres, robotics and edge AI devices. Managing partner Jen Kha said rapid AI adoption is pushing existing infrastructure towards its limits. AI systems are increasing computing density, rack power consumption and demand for data-centre capacity. Hardware startups now represent more than 20% of a16z’s deal flow, as founders and experienced systems engineers rethink computing infrastructure from first principles. The fund’s strategy reflects a global race to deploy AI and rising demand for semiconductors, optical interconnects, advanced cooling, land and electricity. However, opposition to data-centre construction is growing in the United States, creating potential regulatory and supply constraints. For crypto traders, this is a long-term signal for AI infrastructure, power and semiconductor markets, not a direct cryptocurrency catalyst. The immediate impact on crypto prices is likely limited, although stronger AI investment could support broader technology-sector sentiment and competition for energy and capital.

Revolut launched its EURR stablecoin as a controlled pilot on Ethereum, initially serving eligible customers in Denmark, Poland and Portugal. The token is pegged 1:1 to the euro, backed by cash reserves in segregated accounts and issued by Luxembourg-regulated Bridge Building S.A. under the EU’s MiCA framework. Polygon support was initially planned and was later included in the rollout. Early supply was negligible, with Bridge’s reserve dashboard showing about €369 in circulation on 27 August. By 28 August, reported circulation had reached 250,961 EURR, backed by roughly €250,961 in reserves. Thirty-day transfer volume stood near $585,800, while market capitalisation was about $290,000. The figures indicate early adoption but limited liquidity and market depth. Revolut plans to expand EURR across the European Economic Area later this year, adding blockchain networks and improving external-wallet support. The rollout is occurring as Revolut prepares to remove Tether’s USDT from the EEA and Switzerland by 31 August, following MiCA-related compliance requirements. Although Revolut has more than 80 million retail customers and over 16 million crypto users, the initial EURR distribution covers about two million customers. EURR competes with Circle’s EURC, which has a market capitalisation of roughly €394 million. Euro stablecoins could improve on-chain euro liquidity and reduce reliance on dollar-based tokens. Longer term, ECB initiatives such as Pontes and Appia, alongside a potential digital euro launch from 2029, could provide institutional settlement, standards and public payment infrastructure. For traders, EURR is strategically important but its immediate price and liquidity impact should remain limited.

US-listed Bitcoin spot ETFs recorded $347 million in net inflows on 23 September, extending their positive streak to five consecutive sessions, according to SoSoValue. This followed a record $998.96 million inflow on 21 September in the validated 2026 data set. BlackRock’s IBIT led the latest session with $166 million, while Fidelity’s FBTC attracted $143 million. IBIT’s cumulative net inflows reached $65.023 billion and FBTC’s reached $11.001 billion. Total Bitcoin spot ETF assets stood at $108.663 billion, equal to 6.42% of Bitcoin’s market capitalisation, while cumulative net inflows reached $57.222 billion. The sustained Bitcoin spot ETF inflows point to strong institutional demand and may provide short-term support for BTC prices. However, traders should monitor whether the streak continues, as ETF flows can reverse in response to market volatility, macroeconomic conditions and changes in institutional positioning.

Hyperliquid has permanently removed 48.89 million HYPE tokens from circulation, equal to 4.89% of its maximum supply. Earlier, the protocol burned 44,840 HYPE on 21 September at an average repurchase price of $93.75, worth about $4.24 million. Total HYPE burns over the following seven days reached roughly 226,400 tokens, valued at about $19.5 million. The latest data shows that Hyperliquid bought back and burned a further 34,280 HYPE in 24 hours at a volume-weighted average price of $95.25, worth approximately $3.26 million. Hyperliquid generated $60.58 million in revenue over the past 30 days. The HYPE buyback and burn programme could improve token scarcity and support long-term tokenomics. However, the short-term trading impact will depend on continued burns, protocol revenue, trading volume, sustained demand and broader crypto market sentiment. HYPE supply reductions do not guarantee further price gains, especially if traders sell into strength.

FomoPeek iOS malware was linked by SlowMist to nearly $580,000 in stolen USDT. Versions 1.1 and 1.2, released through Apple’s App Store on Sept. 9 and Sept. 12, contained kernel exploits that could escape the iOS sandbox, gain elevated privileges and access sensitive data from other apps. Working with OKX’s security team, SlowMist found that FomoPeek loaded a remote-controlled exploit framework at launch. The framework targeted wallet and notes applications, including MetaMask, Trust Wallet, SafePal, OKX Wallet and Apple Notes. SlowMist confirmed that the app could collect application data, but did not establish that private keys or seed phrases were extracted from every named wallet. On-chain analysis identified a main hacker address that received about 579,984 USDT across multiple networks. Some funds were sent toward FixedFloat, KuCoin and cce.cash. FomoPeek version 1.3, released on Sept. 17, removed the malicious modules. Users who installed FomoPeek 1.1 or 1.2 should treat all wallet credentials accessible from the affected iPhone as compromised. SlowMist recommends creating a new wallet on a clean device and transferring assets immediately. Uninstalling the app or enabling iOS Lockdown Mode cannot recover data already exfiltrated. The FomoPeek incident highlights the risks of App Store crypto malware and the need for hardware wallets, isolated devices and rapid private-key rotation.

The U.S. Senate’s failure to advance the Clarity Act leaves the crypto industry without a comprehensive federal market-structure framework. The Clarity Act setback also leaves the division of authority between the SEC and CFTC unresolved, increasing compliance uncertainty for exchanges, token issuers, DeFi platforms and other digital-asset firms. The immediate market reaction was limited because traders had not broadly priced in passage. Coinbase and Circle reportedly fell about 10% after the vote, highlighting concerns about U.S. competitiveness and regulatory costs. Bitcoin appears relatively insulated because of its established exchange-traded products and clearer regulatory position, while altcoins and U.S.-focused crypto companies face greater uncertainty. Industry executives warn that capital, talent and innovation could move to Europe or Asia. The EU’s MiCA framework is already in force, and the UK is developing broader crypto rules. Firms with overseas licences may gain a short-term advantage, but liquidity, product availability and market access remain important barriers to a sudden shift in trading activity. The Clarity Act failure may delay investment decisions and support capital flows towards clearer jurisdictions. However, it is unlikely to stop growth in stablecoins, tokenisation or cross-border payments. Traders should monitor SEC and CFTC rule-making, future legislative negotiations, U.S. exchange performance and Bitcoin dominance. Interest rates, Treasury yields, inflation and dollar liquidity remain the main short-term market drivers.

Strategy has expanded its preferred-stock buyback authorization from $1 billion to $2 billion as it prioritizes supporting STRC over buying more Bitcoin. In a reported transaction, the company repurchased $139 million of STRC, taking cumulative STRC buybacks above $950 million. Earlier filings showed Strategy bought 1,810,885 STRC shares for $176.3 million between August 31 and September 7, at an average price of about $97, below the $100 par value. STRC rose more than 11.7% after the latest announcement. Strategy said its balance sheet can cover more than 3.9 years of preferred dividends. It also reported $5.10 billion in reserves for preferred dividends and debt interest, plus $1.44 billion in general-purpose cash. The company did not repurchase STRF, STRK, STRD or MSTR shares, issue stock through its at-the-market programme, or buy or sell Bitcoin. Its holdings remained at 845,050 BTC, acquired for $63.73 billion at an average cost of $75,412 per coin. A further $1.19 billion remained available under the expanded buyback programme. The Strategy STRC buyback may support STRC and improve confidence in the company’s capital management. However, the lack of new Bitcoin purchases removes a potential near-term bullish catalyst for BTC. The announcement does not directly change Bitcoin supply, demand or spot-market fundamentals.

Bitcoin Suisse has proposed cutting up to 60 of its 120 Swiss jobs and closing its Copenhagen IT development centre as part of a global restructuring. The final number of Bitcoin Suisse job cuts will be determined after an employee consultation ending on September 20, with initial layoffs expected by the end of 2026. Software development, administrative and back-office functions will increasingly move to Bratislava, Slovakia, and a planned operating hub in Vietnam. Bratislava will be retained, while Zug will remain the company’s Swiss headquarters. Bitcoin Suisse employs about 200 people worldwide, meaning the maximum reductions would affect nearly 30% of its global workforce. Chief Executive Andrej Majcen said lower operating costs and international expansion, rather than weak cryptocurrency market conditions, were driving the restructuring. The company is expanding beyond crypto trading, custody, staking and lending into wealth and asset management for high-net-worth individuals, family offices, asset managers and institutions. Bitcoin Suisse has also expanded its regulatory footprint through approvals in Liechtenstein, Abu Dhabi and Bermuda. The restructuring could improve cost efficiency and scalability over the long term, but the Bitcoin Suisse job cuts may create near-term risks involving execution, employee retention and service capacity.

Nasdaq Ventures is investing $100 million in Payward, the parent company of Kraken, in a deal that reportedly values the firm at about $21 billion. The Nasdaq investment expands a partnership focused on regulated tokenized stocks, blockchain infrastructure and 24-hour trading. Nasdaq and Payward are developing Nasdaq Equity Tokens (NETs), with a launch expected as early as the second quarter of 2027. Payward will connect the products to its xStocks infrastructure, while Nasdaq will provide market-surveillance technology across crypto, equities, tokenized equities, futures and options. The planned tokens are intended to preserve shareholder rights, including voting rights, corporate actions and investor participation, unlike some synthetic stock products. Kraken has expanded into stocks, derivatives and tokenized assets. Its European platform offers eligible customers access to thousands of US shares and more than 700 xStocks. xStocks activity rose from more than $25 billion in transaction volume and 85,000 holders in March to over $38 billion in later reports and more than $40 billion cumulatively in subsequent updates. Payward also reported that nearly $20 billion of xStocks volume had been settled on-chain by early September, with almost 200,000 holders. The Nasdaq investment strengthens institutional validation for tokenized stocks and could support growth in real-world assets, stablecoin settlement and round-the-clock markets. However, regulatory approval, shareholder-rights implementation and the 2027 launch timeline remain key risks. For crypto traders, the deal is broadly supportive of blockchain adoption but has no direct token-price catalyst because Payward and Kraken do not have a widely traded native cryptocurrency.

ConsenSys, the Ethereum software company behind MetaMask, plans to split into two independent companies by the end of 2026. The restructuring will separate MetaMask’s consumer self-custody and financial services from ConsenSys’ institutional blockchain infrastructure business. MetaMask will be rebranded as ConsenSys Software and led by Joe Lubin as chairman and CEO. It will focus on crypto wallets, payments, savings, trading, investing and traditional financial products. MetaMask has recorded more than 100 million downloads across about 190 countries and processed trillions of dollars in cumulative transaction volume. Recent MetaMask initiatives include a Mastercard payment card, rewards paid in the mUSD stablecoin and a Money Account offering up to 4% variable APY on eligible mUSD balances. MetaMask also supports perpetual contracts, prediction markets, Bitcoin and Solana integrations. Eligible users outside the United States can access tokenised US stocks, ETFs and commodities through Ondo Global Markets. The separate ConsenSys business will be led by Mike Kriak as CEO and David Cunningham as president, with Lubin remaining executive chairman. It will include the Linea layer-2 network and Ethereum tools Besu and Teku, serving institutions such as Citi and BNY Mellon. The business will target tokenisation, stablecoins and on-chain settlement. The split gives MetaMask and ConsenSys clearer strategic priorities, but traders should monitor execution, regulatory developments and potential effects on Ethereum ecosystem activity. No firm details were provided on a proposed MASK token or a MetaMask initial public offering.

US Bitcoin spot ETFs recorded $217 million in net inflows on 31 August, led by BlackRock’s IBIT with $206 million. VanEck’s HODL posted the largest outflow at $13.41 million, but aggregate flows remained positive. By 2 September, Bitcoin spot ETFs reported a further $101 million in net inflows. IBIT led with $115 million, while Grayscale’s Bitcoin Mini Trust added $30.42 million. Grayscale’s GBTC recorded the largest outflow at $56.21 million. Total Bitcoin spot ETF net assets fell from $99.611 billion to $97.221 billion, while cumulative sector inflows eased from $54.847 billion to $54.712 billion. The continued positive Bitcoin spot ETF flows may support BTC sentiment, although traders should watch price action, macroeconomic conditions and profit-taking.

Bitcoin rose 25% in August 2026, recording its third-best August performance on record. Only August 2017, when it gained 65.6%, and August 2013, when it rose 30.7%, were stronger, according to Bitwise research head André Dragosch. The rally followed subdued volatility in June and July, when Bitcoin traded below $65,000. In mid-August, the US Treasury announced plans to more than double the maximum size of individual buybacks for 10- to 30-year Treasury bonds, from at least $2 billion to $4 billion. Traders viewed the move as potentially easing pressure on long-term yields, reducing the opportunity cost of holding non-yielding assets such as Bitcoin and gold. Bitcoin also benefited from renewed political support for the US crypto Clarity Act, with President Donald Trump urging lawmakers to advance the legislation. Spot trading activity strengthened, while Bitcoin exchange-traded funds recorded more than $2.8 billion in August inflows, their strongest monthly result since October. Earlier data also showed weekly crypto ETP inflows of 31,740 BTC and a short squeeze involving about $1.37 billion in liquidated short positions on 19 August. Bitcoin reached $81,281 before retreating to about $76,883, down nearly 3% over 24 hours in the latest update. The strong monthly performance remains bullish for Bitcoin, but the pullback highlights volatility and profit-taking risk. Traders should monitor whether $80,000 becomes support, whether ETF inflows continue, and whether the US dollar and Treasury yields resume rising. September’s historically weak average return also warrants caution.

Singapore’s Monetary Authority of Singapore (MAS) is considering allowing selected foreign-issued stablecoins to qualify as MAS-regulated stablecoins. Jointly issued tokens involving Singaporean and overseas entities could be eligible if regulatory risks are controlled. MAS may also recognize a limited number of foreign stablecoins under comparable overseas rules for cross-border wholesale transactions. The proposal expands on MAS’s 2023 framework, which focused on Singapore-issued, single-currency stablecoins pegged to the Singapore dollar or a G10 currency. Proposed Payment Services Act amendments would require reserve backing, capital standards, redemption at par, disclosures, consumer protection, stress testing and recovery plans. Licensed issuers could not pay interest on regulated stablecoins, while customer funds received before issuance would need protection. Stablecoins outside the dedicated framework would remain digital payment tokens. MAS is accepting feedback until 16 October 2026, and the rules are not yet final. Broader access could support cross-border settlement, improve liquidity and increase competition, but the market impact will depend on which tokens qualify and how the framework is implemented. The policy is not a direct price signal for any cryptocurrency; the separate STRC price commentary should not be linked to MAS’s proposal.

More than $30 million linked to the OFAC-sanctioned Lazarus Group moved through Hyperliquid’s HyperUnit service, according to Arkham researcher Emmett Gallic. The activity continued through 30 August and covered only funds routed through Hyperliquid, not the full outflow from the related wallet cluster. Bitcoin entered Hyperliquid before being converted into Ether and Solana. The assets then moved across the Tron, Solana and Ethereum networks, reaching KuCoin, LBank, Kraken and unidentified Tron-based services. Separate reporting identified four Lazarus-linked outflows worth more than $52 million between 30 July and 28 August. This broader figure should not be added to the $30 million routed through Hyperliquid. Blockchain investigator ZachXBT previously linked the wallet cluster to Lazarus and about $61 million in stolen funds. The reports do not show that Hyperliquid was exploited or that users lost money. Hyperliquid has also said it did not suffer an exploit in response to separate DPRK-linked activity in December 2024. The transfers increase compliance and reputational pressure on Hyperliquid as it pursues regulated US access. US officials have discussed bringing the platform into a compliant market structure, while Hyperliquid Labs has reportedly explored working with Kraken parent Payward and CFTC-licensed Bitnomial on selected perpetual futures products, subject to approval. For traders, the Hyperliquid activity creates monitoring and counterparty risks, but there is no confirmed evidence of a platform breach or direct price impact on BTC, ETH or SOL.

Federal Reserve Chair Kevin Warsh’s Jackson Hole remarks strengthened the hawkish Fed outlook, warning that interest rates could rise if inflation does not move towards the 2% target. Markets raised the probability of a September rate hike from about 34–35% to 55–65%, up from roughly 35% earlier in the repricing. US Treasury yields and the dollar moved higher. The two-year Treasury yield gained more than 10 basis points to about 4.36%, breaking above its 50-period EMA near 4.225%. The 10-year yield reached 4.77%, its highest level since January 2025, while the US dollar index rose about 0.3–0.6%. Reported US inflation increased from roughly 2.4% in February to 4.2% in June, while PCE inflation remained above the Fed’s 2% target. The federal funds rate stands at 3.50–3.75%, and unemployment is 4.1%. Bitcoin trades near $78,231, above its 50-period EMA around $77,095, with an RSI near 49.7 after retreating from above $80,000. A move above $79,000–$80,000 could improve momentum, but a break below $77,000 may expose BTC to a deeper correction. Higher yields and a stronger dollar could pressure Bitcoin by tightening liquidity and increasing the appeal of dollar assets. Traders will focus on upcoming inflation and employment data ahead of the September FOMC meeting. Softer data could reduce rate-hike expectations and support a recovery in BTC.

Intercontinental Exchange (ICE), parent company of the New York Stock Exchange (NYSE), will invest in blockchain platform tZERO and license its patent portfolio to develop infrastructure for an NYSE-affiliated tokenized securities platform. The investment amount, tZERO’s valuation and financing timetable were not disclosed. Under a memorandum of understanding, tZERO will serve as ICE’s primary design partner for digital transfer-agent and broker-dealer systems supporting the issuance, trading and on-chain settlement of public securities. Its portfolio reportedly covers 103 patents across 23 families, including compliance-aware smart contracts, corporate actions and digital identity interoperability. The later update adds that the tokenized securities platform could support 24/7 trading, immediate settlement, fractional shares, dollar-denominated orders and stablecoin funding, subject to regulatory approval. ICE said the system could support multiple blockchains, blockchain-native securities and tokenized conventional stocks. No launch date, supported networks, stablecoins or final market rules have been announced. ICE and tZERO will also assess whether tZERO-issued tokenized assets can serve as collateral at ICE clearing houses. The proposal remains preliminary and would require rules for valuation, custody, eligibility and risk controls. tZERO will work alongside Securitize, indicating that ICE is building a broader digital-securities infrastructure network. For crypto traders, the ICE-tZERO partnership strengthens the long-term institutional adoption and real-world asset tokenization narrative. However, tokenized securities are not immediately tradable cryptocurrencies, and the deal does not guarantee regulatory approval or a platform launch. Near-term price impact is likely limited. Regulatory filings, technical standards and approvals for participating broker-dealers and transfer agents remain the key catalysts.

Russia’s largest bank, Sberbank, plans to accept Ethereum (ETH) and Tether (USDT) as collateral for crypto-backed loans alongside Bitcoin (BTC). Deputy Chairman Anatoly Popov said the expanded crypto-backed loan programme still requires regulatory approval and permission for the assets to circulate publicly. Russia’s cryptocurrency rules took effect on 1 September 2026. A Bank of Russia draft list includes BTC, ETH and USDT for regulated public exchange trading, while tokens such as XRP are excluded. The framework limits non-qualified investors to 300,000 roubles in annual cryptocurrency purchases through each intermediary, although it is unclear whether the cap applies to loan collateral. Sberbank has not announced a launch date, loan-to-value ratios, interest rates, minimum collateral or custody terms. It previously issued a Bitcoin-backed loan to mining company Intelion Data in December 2025, holding the collateral through its custody service. Popov expects Russian crypto trading volume to reach 4 trillion roubles, or about $46.4 billion, in the first year of the new rules and 7.5 trillion roubles by 2029. The plan signals growing institutional adoption, but its immediate price impact is likely limited until approval and commercial details emerge.

Strategy has resumed Bitcoin buying after a 10-week pause, purchasing 4,603 BTC for $369.7 million between 24 and 30 August 2026. The average purchase price was $80,318 per Bitcoin, above BTC’s market price of about $77,821 on 31 August. The purchase brings Strategy’s Bitcoin holdings to 845,050 BTC. The company has invested about $63.7 billion in Bitcoin at an average cost of $75,412 per BTC, reinforcing its position as the world’s largest corporate Bitcoin holder. The acquisition was funded through net proceeds from Strategy’s MSTR at-the-market share programme. During the period, the programme raised about $602.8 million. Strategy also spent $151.8 million repurchasing STRC preferred shares, paid $50.7 million in STRC dividends and added $30 million to its USD Cash account. It retained $5.1 billion in USD Reserve, increased USD Cash to $1.61 billion, and held additional funds for preferred-share repurchases and authorised MSTR buybacks. Strategy paused Bitcoin buying in June to build liquidity and manage its capital structure. It is also developing Bitcoin-backed digital credit products, including STRC preferred equity. Bitcoin gained more than 24% over 30 days and recently reached $81,281, while Strategy shares remained down nearly 20% year to date. The renewed Bitcoin buying supports institutional demand, but equity issuance, leverage and the purchase price above spot remain important risks for traders.

Polygon has disclosed security fixes delivered through two recent mainnet hard forks: Austin for the Bor execution client (v2.10.0) and Kyoto for the Heimdall client (v0.11.0). The Polygon hard forks addressed resource-exhaustion and validator-related risks, rather than consensus-correctness failures. Austin added gas limits for state-sync events and restrictions on oversized TxDependency data. These measures reduce the risk of slow block processing, excessive memory use and peer-node crashes. Kyoto strengthened checkpoint finality, milestone counting and Layer 1 event replay. It also limited the nesting depth of google.protobuf.Any messages, preventing permissionless attacks that could force Polygon validators to perform costly chained computations. Polygon said it found no evidence that the vulnerabilities were exploited on mainnet. The fixes were privately deployed, tested on the Amoy testnet and activated before technical details were disclosed. Bor v2.10.0 is mandatory for Polygon PoS nodes, while Heimdall v0.11.0 is required for validators and full nodes. Operators using older software may fall off canonical consensus and must upgrade to rejoin the network. For POL traders, the Polygon security update mainly reduces network-stability and operational risks. It is not a direct token-demand catalyst. POL was recently trading near $0.09983, down 2.3% over 24 hours and 6.8% over seven days, with its price still well below its level a year earlier. Traders should monitor POL volatility, exchange deposits and withdrawals, validator upgrade compliance and any signs of network disruption.

Metaplanet transferred 800 Bitcoin (BTC), worth about $62.19 million, to Coinbase Prime, according to blockchain monitoring platform Onchain Lens. The transfer may signal preparations for a potential sale, but Metaplanet has not confirmed that any Bitcoin was sold. The deposit could increase short-term Bitcoin selling pressure and draw trader attention, particularly if the funds move to a wallet used for execution. Traders should monitor Metaplanet disclosures, Bitcoin exchange netflows, spot volume and BTC’s price reaction. Without further transfers or a confirmed sale, the immediate market impact may remain limited.

Fogo halted its mainnet on August 29 after an unknown actor compromised the Fogo Foundation and transferred about 400 million FOGO tokens. The amount represents 4% of Fogo’s 10 billion genesis supply and more than 10% of its reported circulating supply, with an estimated value of nearly $3 million at the time. Validators paused the blockchain and prepared a network upgrade to restrict addresses and assets linked to the unauthorised activity. Fogo initially gave no restart timetable, attack vector or list of affected addresses. Bitget and KuCoin also suspended FOGO deposits and withdrawals, citing maintenance, while exchanges, law enforcement agencies and forensic specialists were notified. Fogo uses a curated validator set and an active-zone consensus design targeting roughly 40-millisecond blocks and 1.3-second finality. Mainnet documentation listed seven validators in the active APAC zone, highlighting both rapid emergency coordination and limited practical decentralisation. A separate August 13, 2025 testnet outage during a zone transition also exposed continuity risks. Traders should monitor restart conditions, recovery or freezing measures, exchange support and any attempt to liquidate the stolen FOGO. Until these issues are resolved, the Fogo mainnet halt creates elevated volatility, liquidity pressure and confidence risk for FOGO.

Six dormant Bitcoin wallets moved 553.59 BTC in August 2026, worth about $40 million at the time. Two wallets had been inactive for more than 15 years, while the others had been untouched for over a decade. Five transfers went to unknown or unlabeled addresses. Another 40 BTC was sent to Börse Stuttgart Digital, a German crypto custody and trading provider. These destinations do not confirm that the Bitcoin was sold. The transfers may reflect wallet consolidation, security measures, custody arrangements, inheritance, legal activity or a potential sale. Two wallets holding 212 BTC and 150 BTC carried labels linked to the Noah Doe lawsuit, which seeks control of about 3.8 million dormant Bitcoin, including roughly 1.096 million BTC associated with Patoshi-pattern addresses. Galaxy Research said dormant Bitcoin movement in the second quarter of 2026 fell to its lowest level since the third quarter of 2022. Full-year movement was expected to be less than half of 2025 levels if the trend continued. By comparison, a Coldcard hardware-wallet vulnerability led to about 210,000 BTC moving in one week. For traders, the key point is that dormant Bitcoin moved, but blockchain data does not show broad selling or exchange distribution. The activity may cause short-term attention, but it is not a clear bearish signal for BTC.

Sui Protocol v137 is included in the mainnet-v1.80.1 release, adding protocol, execution, validator and API upgrades. The Sui Protocol update doubles the Ristretto255 range-proof limit from 512 to 1,024 commitment-bit combinations, enabling larger verification batches. Allowances support is also available across the protocol, gRPC and GraphQL interfaces. On devnet, object-fund withdrawal checks now run inside the Move VM. Insufficient withdrawals abort during execution, while the first settled-balance read for each owner and asset type costs 184 internal gas units. Move code with many constants may become slightly more expensive because LdConst now charges based on abstract value size. The release also expands transaction-expiration validity, adds earlier signing checks and new memory-invariant checks for programmable transaction blocks, and supports public(package) constants in Move 2024.alpha packages. Validators can opt into a gas-price-prioritized, pull-based consensus transaction pool. RPC and archival services gain improved effects, query metadata, Move package and historical subscription features. For SUI traders, this is mainly a blockchain infrastructure and developer-focused upgrade rather than an immediate price catalyst. Short-term performance is likely to depend on broader market sentiment, liquidity, network fees and usage. Longer term, higher throughput, better transaction handling and stronger developer tools could support ecosystem growth. Traders should monitor validator adoption, transaction activity and developer engagement.

X has launched its U.S. Cashtag Partner Program, linking stock, ETF and cryptocurrency pages to Coinbase, Kraken, Gemini, Interactive Brokers and Moomoo. Users can search Cashtags such as $BTC or $TSLA, view live prices, charts and related posts, then continue trading on a selected provider’s website or app. X does not execute trades. Account opening, eligibility checks and order execution remain with each broker or exchange, while asset availability and trading terms vary by location. Kraken said the integration covers nearly 2,500 assets across its centralised and decentralised services. Interactive Brokers is offering eligible new U.S. clients a potential $100 promotional credit when they open and fund qualifying accounts through the Cashtag experience. The programme builds on X’s Smart Cashtags feature and could increase retail attention and market access for Bitcoin and other supported cryptocurrencies. X previously estimated that an April trading pilot generated about $1 billion in global trading volume, although the figure was not independently audited. The company has not disclosed referral fees, commercial terms, expected trading volume or expansion plans beyond the United States. For crypto traders, the Cashtag links may improve discovery and encourage short-term retail activity, but they do not guarantee higher liquidity or immediate price gains. The direct price impact on Bitcoin is likely to remain limited unless X expands the programme, adds more assets or drives substantial trading flows.

US spot Bitcoin ETFs recorded $433.03 million in net inflows on 18 September 2026, marking a second consecutive positive session. Fidelity’s FBTC led that day with $310.72 million, while BlackRock’s IBIT attracted $108.44 million. US spot Ether ETFs separately recorded $144.8 million in inflows. On 21 September, combined Bitcoin ETF and Ether ETF inflows rose to $1.269 billion. IBIT led Bitcoin ETF demand with about $618 million. The rebound followed a weak week in which Bitcoin ETF inflows were estimated at only $6.2 million. Cumulative Bitcoin ETF inflows since January 2024 reached roughly $55 billion to $55.8 billion, while assets under management exceeded $102.5 billion and may have approached $105.6 billion. Bitcoin traded above $81,000 and briefly neared $82,000. Sustained Bitcoin ETF inflows could create direct spot-market buying pressure and support institutional demand. However, traders should monitor whether flows continue, whether BTC holds $81,000, and how macroeconomic conditions, liquidity and derivatives positioning affect price action.

BitMine Immersion Technologies (BMNR) bought 27,562 ETH in the week ending September 20, continuing weekly purchases since it launched its Ethereum treasury strategy on June 30, 2025. At an ETH price of $2,688, the latest purchase was worth about $74 million. The acquisition lifted BitMine’s ETH holdings to 5,983,940 tokens, valued at roughly $16.1 billion. The company now controls about 4.9% of Ethereum’s total supply and says it is 98% of the way toward its 5% target under its “Alchemy of 5%” strategy. Its combined crypto, cash, securities and other investments rose to $17.1 billion from $15.8 billion a week earlier. BitMine has staked 5,067,309 ETH, or about 85% of its treasury, through the MAVAN validator network. It estimates annualised staking revenue of $357 million, potentially rising to $421 million if all eligible ETH is staked. The company also reported $714 million in cash and marketable securities, 212 BTC, a $180 million stake in Beast Industries and a $105 million position in Eightco Holdings (ORBS). Chairman Thomas Lee said ETH outperformed the S&P 500 by 6,519 basis points in the third quarter of 2026 and expects stronger institutional crypto demand in the fourth quarter. The growing Ethereum treasury could support long-term institutional demand, but traders should monitor ETH volatility, staking yields, BMNR liquidity and financing risks.

Polymarket faced a major fraud and compliance test after attackers allegedly used stolen debit-card details to make at least $10 million in deposits on its US platform in February. The payment processor reportedly rejected more than 80% of deposits as potentially fraudulent at the peak of the operation, compared with an industry rate of about 1%. The amount successfully deposited or withdrawn remains unclear. Around seven accounts reportedly generated most of the suspicious activity, including one that attempted nearly 4,000 deposits. Attackers allegedly placed prediction-market bets and tried to withdraw funds to clean cards or accounts they controlled. The incident also raised concerns about Polymarket’s withdrawal safeguards after the platform removed a same-source withdrawal rule. Current and former employees told The Wall Street Journal that CEO Shayne Coplan encouraged rapid growth and deferred potential regulatory penalties. These claims have not been independently substantiated. Polymarket said it maintains market-integrity controls and cooperates with regulators and law enforcement. Polymarket later limited the number of debit cards that could be linked to an account, added Riskified fraud screening and expanded its compliance team. Fraud levels reportedly returned close to normal by May. A separate July security incident allegedly compromised nearly 500 user accounts using stolen personal information, including Social Security numbers. The incidents increase regulatory scrutiny of Polymarket’s KYC, AML, payment security and market-surveillance systems. The company’s US operator, QCX LLC, holds CFTC-designated contract market status and stated in a December 2025 CFTC rule submission that it would monitor abuse and fraud. For traders, the main risk is tighter onboarding, funding and withdrawal controls rather than a direct cryptocurrency price catalyst.

Hyperliquid’s HYPE token extended its rally after first reaching a record $92.01 on September 18, then climbed to a new high of $94.48 on September 19. HYPE was trading near $93.50, up about 8% in 24 hours and more than 18% over seven days. Its market capitalisation exceeded $20.7 billion, while daily trading volume reached roughly $1.8 billion. The move above the previous high near $89 puts HYPE into price discovery, with $100 less than 6% away. The rally followed Hyperliquid’s launch of manual borrowing on its HyperCore infrastructure. Users can supply HYPE or BTC as collateral to borrow USDC or USDT. Borrowers took out $269 million in assets on the first day, while more than $400 million in liquidity was supplied. The borrowing layer links lending with portfolio margin, perpetual futures and spot trading. It allows HYPE holders to access liquidity without selling and gives stablecoin suppliers an opportunity to earn interest. The feature adds to HYPE’s use cases in staking, network fees and trading discounts. Hyperliquid’s total open interest previously reached $14.3 billion, while HYPE derivatives open interest later rose to about $2.2 billion. Hourly funding on the HYPE perpetual contract remained positive near 0.0013%, equivalent to roughly 11% annually. This shows that leveraged longs are paying shorts, although funding has not accelerated as quickly as the token price. Institutional access also expanded. A physically backed HYPE exchange-traded product began trading on the Warsaw Stock Exchange, and Kraken parent Payward announced plans for US distribution. A move above $94.50 with strong spot volume could support a test of $100. Traders may view $89-$90 as key breakout support, with $86 as the next downside reference. The main risk is the scheduled release of about 9.92 million HYPE tokens for core contributors on October 6. The unlock represents roughly 1% of maximum supply and could be worth more than $900 million at current prices.

An attempted $7.7 million rsETH exploit involving an Ethereum Safe wallet was intercepted by the MEV bot Yoink. Blockaid said the attacker abused an over-permissioned custom Uniswap v4 liquidity module and a public keeper multicall, directing the Safe to an attacker-controlled hooked pool. The attacker sought to convert aEthrsETH into rsETH and withdraw the funds. The targeted Safe held about $7.73 million in rsETH. Yoink detected the exploit in the public mempool, paid about $46,000, or 18.93 ETH, to a block-builder address, and ordered its transaction first. The bot captured about 2,882 rsETH before the attacker could take control. The final distribution of the recovered funds remains unclear. Kelp then applied a 24-hour wallet-level pause to the receiving address. It said rsETH remained fully backed and that minting, withdrawals and integrations continued normally. Blockaid and Kelp said the incident involved custom Safe modules, smart-contract permissions and MEV activity, rather than a compromise of Safe’s core contracts, owner keys or Kelp’s core protocol. For traders, the event highlights ongoing DeFi security and third-party module risks, while the limited direct impact on rsETH’s backing and operations is likely to reduce sustained selling pressure.