PrieXt

RWAs has been gaining momentum and you may want to pay attention to detail a lil bit…

There is now roughly $39B worth of traditional assets onchain, excluding stablecoins.

Tokenized Treasuries still dominate at $15.86B, but equities are catching up quickly. There are already 5,743 tokenized stocks and ETFs, generating $13.31B in monthly transfer volume, with 3.17M holders, up 174% in just 30 days.

The interesting part is how fragmented this market is becoming.

$ONDO leads tokenized stocks with $850M, followed by bstocksfinance at $643M and xStocksFi at $628M.

And the assets aren't sitting on one chain either.

$ETH currently accounts for $17.5B in RWA value, $BNB Chain has $5.6B, and $SOL has $4.4B. Even Robinhood has already reached $144M in tokenized equities.

But I think the $39B figure is only the beginning.

Putting a Treasury or stock onchain is useful, but the bigger picture is what happens after tokenization.

> Can that asset become collateral?
> Can you borrow against it?
> Can it earn yield inside DeFi?
> Can it settle globally at any hour without waiting for traditional market infrastructure?

That’s what makes RWAs much more interesting.

We’re moving from simply putting traditional assets onchain to making those assets usable as onchain financial primitives.

$BTC is starting to look like it has a very clear ceiling and floor.

Glassnode says roughly 1.07M $BTC sits in the $83K-$86K cost-basis range, with long-term holders making up most of that supply.

That makes $83K-$85K more than just a resistance line. There are a lot of holders around there who could decide to sell if BTC gets back to their entry.

But the other side matters too.

If BTC loses $75K, Glassnode says the next major downside level could be around $60K.

So for me, the real battle isn't simply whether Bitcoin can break $85K.

It's whether buyers have enough strength to absorb the long-term holder supply above them, while keeping $75K intact below.

The next few weeks could tell us a lot about which side has more conviction.

$107M has flowed into Bitwise’s Solana ETF in just 20 trading days.

BSOL recorded $107.4M in net inflows, with investors pulling money out on only 2 of those days.

That’s pretty interesting while $SOL is trading lower.

Can’t fathom yet whether this is early institutional conviction or simply investors positioning for the next $SOL recovery.

$14K into a meme at a $256.6B market cap is crazy.

This guy bought 54.75 $LAPTOP and is now down $13,774 unrealized.

The wild part?

He entered at a valuation almost identical to Ethereum.

Imagine looking at a meme, seeing a $256B market cap, and thinking:

“Yeah, this is still early.” 💀

The top 3 $LAPTOP traders made $1m collectively within 1 minute… wtf? Y’all aint playing huh?

Nearly $1.8M worth of $BTC is currently frozen on Osmosis after a double-spend exploit involving Nomic’s nBTC bridge.

The attacker reportedly created fraudulent nBTC that affected Osmosis’ Alloyed BTC.

Around 39.84 nBTC was impacted, representing roughly 36% of Alloyed BTC’s backing.

Osmosis has halted deposits, withdrawals, minting and redemptions while the situation is contained.

Osmosis itself wasn’t compromised, neither was IBC.

$BTC ETFs just had their strongest single day of inflows since January.

The funds pulled in $643M last Thursday, coming right after their strongest month of 2026.

That’s interesting because ETF flows are one of the clearest ways to see whether traditional capital is actually stepping back into Bitcoin.

Price can rally on leverage and short covering.

Sustained ETF demand is different.

If these inflows continue, it could give Bitcoin a much stronger foundation for the next leg higher.

The question now is whether $643M was a one-day spike or the beginning of another serious wave of institutional buying.

$BTC whales are sitting on a record amount of unrealized profit.

Short-term whale profits just hit $9.07B, the highest level in the metric’s history, according to CryptoQuant.

That doesn’t automatically mean $9B is about to be dumped. But it does creates a lot of potential sell-side pressure.

But when this much profit is concentrated in newer whale positions, even a small BTC pullback could give some of them a reason to cash out.

Now those same profits could become the selling pressure.

$ETH might be making one of its biggest UX improvements yet.

You can have $1,000 in USDC sitting in your wallet and still be unable to send it because you have zero $ETH for gas.

That makes little sense to a normal user.

EIP-8141 could change this by letting apps or wallets pay the gas on your behalf and charge you in stablecoins instead.

So you could hold USDC, pay the fee in USDC, and never need to keep a small amount of ETH around just to make a transaction.

But the interesting part goes beyond gas.

Frame Transactions could let wallets bundle things like approvals and swaps into a single transaction, while also making it easier to upgrade wallet security without forcing users to move their funds to a new address.

That is the kind of abstraction crypto needs.

Users shouldn't have to understand which token pays gas, approve one transaction, sign another, then move funds just because they upgraded their wallet.

If Ethereum gets this right, the blockchain becomes less visible to the user.

And honestly, that's probably how it should be, don’t you think?

18 people have been charged in what prosecutors describe as the first $BTC RICO case, involving the alleged theft of $263M in crypto from a single victim.

At the center is 22-year-old Malone Lam, who allegedly posed as Google and Gemini staff to convince a Washington, D.C. resident to surrender access to 4,100 BTC.

The money allegedly funded an absurd lifestyle. The group reportedly spent $4M at LA clubs in just one month, while Lam allegedly dropped $569K in a single night.

And the operation allegedly didn’t stop behind bars. Prosecutors say Lam continued giving orders, including having Hermès Birkin bags delivered to his girlfriend in Miami.

A $263M Bitcoin theft, a RICO case, and a fortune allegedly spent like pocket change. Damn!

Liquid Network’s attackers have returned $268M worth of Bitcoin.

About 3,400 $BTC has been sent back to the Federation wallet, while roughly 598.5 $BTC remains with the attackers as an unofficial $47M bounty.

Blockstream responded onchain with a PGP-signed “Yes, thank you.”

No public bounty agreement has been announced, and Liquid remains paused.

Privacy is emerging as crypto’s strongest sector, according to Glassnode.

While $BTC is still 36% below its October 2025 peak and the median top-200 asset is down 58%, privacy coins are up 213%.

The privacy sector has grown from $7.1B to $33.6B in a year, with nearly half of that growth coming in the past month.

$ZEC is leading the move, but it isn’t just ZEC. All eight privacy coins with at least a year of history are up.

Even excluding ZEC, the privacy basket is still up 85%.

Privacy might be the market’s biggest trade right now.

Hanwha Investment & Securities, part of South Korea’s $200B Hanwha Group, is building its new tokenization platform on @avalanche

The move puts traditional assets onchain and gives institutional finance a path into global blockchain markets.

Korea is also pushing toward broader tokenized capital markets, with regulators working on plans to bring different types of securities onchain.

If this rollout scales, Avalanche could become part of the infrastructure behind Korea’s next wave of financial markets.

Stay on the lookout fam!

$BTC OGs are becoming more active.

According to CryptoQuant analyst Darkfost, the 90-day average of BTC moved by these long-term holders has climbed to around 1,500 BTC.

UPDATE: The purported Liquid Network white-hat hacker is offering to return most of the BTC.

After withdrawing roughly 4,000 $BTC worth around $320M from Liquid’s Federation wallet, the hacker sent an onchain message to Blockstream asking:

> “Sending most back to [federation address], is that ok?”

They also warned that the chain remains vulnerable and told operators to patch every node.

> “Please fix the bug first.”

If most of the $BTC comes back, this might be the most expensive bug bounty ever.

26 wins in a row, then one trade wipes away millions.

Trader 0x362a shorted 15,785 $ZEC worth roughly $18.95M three days ago. With ZEC moving against the position, the trade is now sitting at an unrealized loss of about $5.27M.

A perfect reminder that even a strong track record doesn’t make the next trade predictable.

One bad position can erase months of good ones… damn!

StonkFun’s ( $STONK ) numbers are getting interesting.

Dune data from Adam Tehc shows the platform generated $1.51M in revenue on Sept. 6, up from just $186K the day before.

That’s a massive jump in one day.

Revenue: $1.51M
Buybacks: $904.5K
$STONK burned: 6.8M

Worth watching? Heheheheeeee…. DYOR!

Roughly 4,000 $BTC just left Liquid Network’s Federation wallet.

That’s around $320M worth of Bitcoin, with Liquid saying the withdrawals were carried out by purported white-hat hackers.

The sidechain has now been paused while the team investigates the incident.

Tether-backed crypto exchange Orionx is shutting down permanently after a forensic audit found a $7M+ custody shortfall.

The audit found a gap between what Orionx’s internal records claimed it held and what was actually sitting in its custody wallets across $BTC - $ETH - $XRP and $POL

The company has accused two former co-founders of involvement, alleging millions in crypto were transferred out between 2018 and 2021. Both deny wrongdoing, and the cause of the shortfall remains unclear.

Withdrawals are currently suspended as Orionx works to recover customer assets.

Another painful reminder: an exchange balance on a screen is most likely not the same thing as assets you can verify onchain. DYOR!

After 16 years of dormancy, 600 $BTC suddenly moves…

12 Bitcoin addresses containing coins mined in March 2010 became active again, with the stash now worth around $48M… damn!

Of course, the move sparked speculation that the coins could be connected to Satoshi.

But notable onlines sources says none of the 12 mining rewards can be linked to Satoshi.

Still fam, seeing BTC that old wake up is crazy…