链捕手ChainCatcher

ChainCatcher message: Ondo Finance is urging U.S. regulators to bring perpetual contracts for single stocks anchored to specific equities under regulatory oversight, and argues that, under the existing securities and futures framework, the product can operate compliantly without new rules. In three comment letters sent to the U.S. Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) on August 24, Ondo stated that existing rules can accommodate stock perpetual futures while also balancing modern margin practices and on-chain listing data. Ondo said its affiliate in Panama has provided stablecoin-settled perpetual contracts anchored to U.S. stock equities overseas, and since launch in June, as of August 14, cumulative trading volume has reached $8 billion.

ChainCatcher message: A report released by Glassnode says that in mid-August, a short squeeze drove a rebound in Bitcoin, and on August 27 the price broke above $80,000. However, the rally then met resistance in a supply zone above the long-term range, pulling back to around $76,000 and triggering consecutive long liquidations. At present, between $83,000 and $86,000, a large number of potential short liquidation positions are still clustered. Below, between $60,000 and $63,000, there is a dense area of long liquidations that has not yet been fully unwound. BTC is currently trading in between the two.
On-chain data shows that when Bitcoin traded around $78,000 in May this year, about 65% of its supply was in profit. When it returned to the same price level at the end of August, that proportion had risen to 68%. The reallocation of summer holdings has pushed the cost basis of short-term holders to about $71,000. At the same price today, more profitable coins will be activated, increasing potential sell pressure. Based on the combined cost basis and the distribution of holdings, the $62,000 to $65,000 range is an accumulation support zone, while the $83,000 to $86,000 range is a concentrated supply zone for long-term holders.

ChainCatcher report: OpenSea announced the addition of Solana NFT trading on OS2. Collectors can now browse, buy, and sell Solana digital collectibles on the platform, with series such as Mad Lads and Claynosaurz available at launch. The August 31 release will expand OpenSea’s Solana service beyond fungible tokens. The company said collectors don’t need to switch wallets or access multiple markets to use the platform, and Solana creators also gain a new channel to reach buyers.
OpenSea’s OS2 version, released in May 2025, offers homogeneous token trading that covers 19 chains, including Solana. The newly added NFT support fills the platform’s feature gap on the Solana side. OpenSea says users can now buy, sell, trade, and bid on top Solana collections. This move creates more direct competition with existing Solana marketplaces such as Magic Eden and Tensor.

ChainCatcher message: Polygon Labs announced that it has completed a SOC 2 Type 1 review for the Polygon Open Money Stack API and dashboard, covering the security trust services criteria. Independent auditing firm Schellman & Company, LLC determined that Polygon has implemented appropriate security control measures.
SOC 2 is an audit framework registered for U.S. Certified Public Accountants. A Type 1 review assesses whether the design of control systems is correct at the review point in time, while a Type 2 review is conducted to evaluate how the relevant controls are executed over several months during actual operation. The report states that complementary user-entity controls are not required for Polygon to fulfill its service commitments.

ChainCatcher message: The Arbitrum Foundation has released a six-month progress report. In the first half of 2026, ArbitrumDAO generated revenue of $6.19 million, with licensing fees from the Arbitrum Expansion Plan (AEP) serving as a key source. In July, AEP licensing fees reached $360,000, accounting for 35% of ArbitrumDAO’s monthly revenue—and it was also the first month Robinhood Chain went live on the mainnet. According to DefiLlama data, Robinhood Chain’s 24-hour DEX trading volume hit $1.43 billion, with on-chain fees of $3.75 million, while Arbitrum One recorded a trading volume of $193 million over the same period with fees of only $14,700.

ChainCatcher message, according to a report by The Block: In the first half of 2026, the Arbitrum DAO generated revenue of $6.19 million, mainly from Arbitrum One transaction fees, the Timeboost order-sorting auction, expansion chain license fees using Arbitrum technology, and treasury management returns. The protocol’s gross revenue margin exceeded 97%, and at period end it held $125 million in non-ARB assets.
The report shows that during the period the network processed 478 million transactions, with average monthly stablecoin transfer volume exceeding $70 billion. The number of token-holding addresses rose to 10.5 million, and it ranked first in terms of on-chain RWA deployment count. Robinhood Chain, which launched its mainnet in July, paid a $360,000 license fee to the Arbitrum Expansion Program in its first month, accounting for 35% of the DAO’s revenue for that month.

ChainCatcher news: Laser Digital, a digital asset subsidiary of Nomura Securities, announced a cooperation with Keyring Network. It will serve as the risk governance party for the institutional lending market, with the first batch of markets to be launched on Euler Finance. The two parties did not disclose the committed capital, fee terms, or launch dates.
Under the cooperation framework, Keyring provides infrastructure and tools, including access verification, quantitative risk parameter setting, and settlement framework design; Laser Digital’s asset management department contributes governance standards, portfolio structure, and market practices. Both sides point out four major obstacles for institutional participation in DeFi lending: permissioning, vulnerability risk, governance, and settlement. The proposed solutions combine zero-knowledge permissioning, quantitative risk modeling, network insurance, and Keyring’s settlement technology.