Crypto Newsletter

  • WSJ plan to blame us for Clarity failure: Armstrong

  • ETH sets 2029 quantum-resistance target

  • Binance launches 24/7 FX perps with 100x lev

  • Goldman Sachs and Citizens flagged Coinbase, Robinhood, and Circle as early beneficiaries of the SEC’s tokenized-stock exemption, citing custody, tokenization infrastructure, and stablecoin settlement

  • Polymarket bug let identity thieves into accounts

  • Binance enters pre-IPO market

  • ETH set for its best Q3 ever

  • New York Life picks Avalanche for tokenised fund

  • Grayscale’s Zcash ETF will run a 3-for-1 forward split effective September 30, after pulling in more than $233 million since its August 25 debut and approaching $890 million in assets

  • a16z-backed L1 Linera shuts down over funding

  • Onchain RWAs up 85% YTD to $34.2B: Binance

  • Visa is closing the merchant-code loophole that let meme coin purchases earn credit card rewards through Crossmint checkouts on Robinhood Wallet and Fomo, with the grace period ending next week

  • Kalshi responds to crypto wash-trading claims

  • Column is adding USDC to its payments infrastructure

  • The Bitcoin ETFs saw $433M in net inflows on Friday; the ETH ETFs saw $143M in inflows; and the SOL ETFs saw $48M

  • Extended is migrating to Arc through a strategic partnership with Circle

  • North Korea-linked hackers infected 30,000+ devices and stole from 7,000+ crypto wallets

  • Backpack leads tokenized-stock DEX volume growth over the past seven days

  • Standard wants to become the liquidity engine for Robinhood’s stock markets

  • Gemini’s market value has fallen to about $753 million, down 80% from its IPO, reviving takeover speculation around the licenses, custody infrastructure, and customer relationships a buyer would inherit

  • Binary outcome markets may be coming to Lighter

  • Metaplanet’s 10th series draws institutional attention

  • Argentina to auto-share crypto tax data by 2029

  • Vietnam targets first licensed crypto firms 2026

  • The CFTC sent a crypto prerule to the White House two days after the Clarity Act failed, titled "Regulation Crypto Asset Transactions and Regulation Crypto Asset Markets," signaling it will build a derivatives framework on its own authority.

AI & NFT

  • Anthropic again delays IPO

  • GPT-6 Astra robot arm stabbed doll in 17/20 tests

  • OpenAI expects ~$280B cash burn through 2030

  • SoftBank raising $11B+HY bonds to invest in OpenAI

  • Hyperliquid led onchain protocols in revenue over the past week with $15.1M; Pump was next with $11.89M, then Stonkfun with $5M and Pons with $3.63M

  • Google rents 110K GPUs from SpaceX

  • $18B of loans on Oracle's NM data center stressed

  • Robinhood Chain’s daily fees fell 97% from roughly $8 million to $230,000 between early September and September 16, while transactions slipped only 32% and DEX volume rose 5% to about $13 billion

  • Meta invests $115M into training data centre workers

  • AI development should keep moving: Zuck

  • STONK nears ATH, with revenue ~$1M/day

  • Stonk flips Pons in weekly revenue

  • US, China agree to set up AI dialogue: Bessent

  • Stonkfun posted 3 straight $1.1M+ days of revenue since Friday and is on pace for another today

  • Top 3 models open source in 12 months: Chamath

  • Palantir AI reliance blamed for US strike killing 123

  • China deploys humanoid police robot in Shenzhen

All the best!

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