📰 Web3 News Morning Brief | 9.20
🟥 Regulation & Macroeconomics
▪️ Trump announced the formation of an "AI force" and plans to appoint an AI affairs czar, saying AI could account for about 25% of the U.S. GDP, while emphasizing harsh punishment for illegal activities related to AI.
▪️ Michael Saylor criticized the compromised version of the September CLARITY Act, arguing that restrictions on rewards for payment stablecoins and limits on moving community bank deposits will hinder innovation, and calling for expanding the public base over two years.
▪️ Qatar and Pakistan, acting as mediators, told Iran’s U.S. counterparts that they have a "serious attitude"; Iran is willing to resume implementation of the Islamabad memorandum of understanding after receiving credible assurances that it will no longer be attacked.
🟨 Security & Projects
▪️ The MultiversX mainnet was attacked, causing the network to pause. The team is verifying and repairing via a shadow fork. Users are advised not to deposit or rebroadcast transactions for now.
▪️ The North Korean hacking group WaterPlum infiltrated more than 30,000 devices via fake hiring campaigns starting in December 2025, stealing about $10.71 million from over 7,000 encrypted wallets; the FBI issued multi-country warnings.
▪️ The same attacker targeted Fetch.ai and NuNet in succession, with total losses of about $2 million. 87 million FET were stolen and 408.5 million NTX were minted; the NTX price fell by about 65%.
▪️ A security incident is under investigation after the Bitcoin Lightning Network wallet Blink Wallet paused its service. Funds were withdrawn from some custodial accounts; non-custodial wallets were unaffected.
▪️ The Ethereum EIP-8198 proposal aims to shorten block times to 10 seconds. Circle’s Arc launches delegated payments support, enabling USDC settlement across Arc, Base, and Polygon chains. In the past 24 hours, Hyperliquid burned about $2.42 million worth of HYPE; total burns reached 48.76 million HYPE, roughly 4.88% of the maximum supply.
🟦 Capital & Markets
▪️ BTC fell below $81,000 and is currently around $80,990, down 0.80% on the day. In the past 24 hours, total contract liquidations across the market were $294 million, with $229 million from short liquidations; ETH liquidations of $76.82 million ranked first.
▪️ Grayscale will split its Zcash ETF 3-for-1. Since it launched less than a month ago, it has attracted over $233 million; REX simultaneously launched a 2x leveraged ETF linked to Strive.
▪️ Kalshi submitted an application to U.S. regulators for single-stock perpetual contract listings. VanEck posted a critique of Metaplanet management’s equity dilution issue.
💡 Opportunity Commentary
1️⃣ Regulatory and AI narrative are syncing up: Trump’s "AI force" and Saylor’s criticism of the CLARITY Act may bring mid-term attention to AI and compliant stablecoins, but there is uncertainty about policy implementation. #AI #stablecoin
2️⃣ Short-term contract risk is relatively high; short liquidations are dominant. Combined with MultiversX being paused and theft at Fetch.ai and NuNet, after BTC breaks below $81,000 sentiment remains weak. Not recommended to heavily bet on a rebound ⚠️.
3️⃣ HYPE burns provide an anti-inflation fundamental tailwind. Hyperliquid’s revenue over the past 30 days was $64.34 million, with cumulative revenue of $1.26 billion. It can be used as a mid-term spot watchlist target.
4️⃣ Privacy coin ETFs and treasury-custody concepts remain a differentiated track for U.S. equity capital. The Zcash ETF attracted over $200 million within one month—watch for niche asset opportunities under compliant frameworks, but be mindful of frictions from stock splits and leveraged ETF trading.
Views are for reference only and do not constitute investment advice. Please rationally consider market volatility.
🟥 Regulation & Macroeconomics
▪️ Trump announced the formation of an "AI force" and plans to appoint an AI affairs czar, saying AI could account for about 25% of the U.S. GDP, while emphasizing harsh punishment for illegal activities related to AI.
▪️ Michael Saylor criticized the compromised version of the September CLARITY Act, arguing that restrictions on rewards for payment stablecoins and limits on moving community bank deposits will hinder innovation, and calling for expanding the public base over two years.
▪️ Qatar and Pakistan, acting as mediators, told Iran’s U.S. counterparts that they have a "serious attitude"; Iran is willing to resume implementation of the Islamabad memorandum of understanding after receiving credible assurances that it will no longer be attacked.
🟨 Security & Projects
▪️ The MultiversX mainnet was attacked, causing the network to pause. The team is verifying and repairing via a shadow fork. Users are advised not to deposit or rebroadcast transactions for now.
▪️ The North Korean hacking group WaterPlum infiltrated more than 30,000 devices via fake hiring campaigns starting in December 2025, stealing about $10.71 million from over 7,000 encrypted wallets; the FBI issued multi-country warnings.
▪️ The same attacker targeted Fetch.ai and NuNet in succession, with total losses of about $2 million. 87 million FET were stolen and 408.5 million NTX were minted; the NTX price fell by about 65%.
▪️ A security incident is under investigation after the Bitcoin Lightning Network wallet Blink Wallet paused its service. Funds were withdrawn from some custodial accounts; non-custodial wallets were unaffected.
▪️ The Ethereum EIP-8198 proposal aims to shorten block times to 10 seconds. Circle’s Arc launches delegated payments support, enabling USDC settlement across Arc, Base, and Polygon chains. In the past 24 hours, Hyperliquid burned about $2.42 million worth of HYPE; total burns reached 48.76 million HYPE, roughly 4.88% of the maximum supply.
🟦 Capital & Markets
▪️ BTC fell below $81,000 and is currently around $80,990, down 0.80% on the day. In the past 24 hours, total contract liquidations across the market were $294 million, with $229 million from short liquidations; ETH liquidations of $76.82 million ranked first.
▪️ Grayscale will split its Zcash ETF 3-for-1. Since it launched less than a month ago, it has attracted over $233 million; REX simultaneously launched a 2x leveraged ETF linked to Strive.
▪️ Kalshi submitted an application to U.S. regulators for single-stock perpetual contract listings. VanEck posted a critique of Metaplanet management’s equity dilution issue.
💡 Opportunity Commentary
1️⃣ Regulatory and AI narrative are syncing up: Trump’s "AI force" and Saylor’s criticism of the CLARITY Act may bring mid-term attention to AI and compliant stablecoins, but there is uncertainty about policy implementation. #AI #stablecoin
2️⃣ Short-term contract risk is relatively high; short liquidations are dominant. Combined with MultiversX being paused and theft at Fetch.ai and NuNet, after BTC breaks below $81,000 sentiment remains weak. Not recommended to heavily bet on a rebound ⚠️.
3️⃣ HYPE burns provide an anti-inflation fundamental tailwind. Hyperliquid’s revenue over the past 30 days was $64.34 million, with cumulative revenue of $1.26 billion. It can be used as a mid-term spot watchlist target.
4️⃣ Privacy coin ETFs and treasury-custody concepts remain a differentiated track for U.S. equity capital. The Zcash ETF attracted over $200 million within one month—watch for niche asset opportunities under compliant frameworks, but be mindful of frictions from stock splits and leveraged ETF trading.
Views are for reference only and do not constitute investment advice. Please rationally consider market volatility.