North Korea-linked wallets just moved more than $30M in Bitcoin through Hyperliquid. That’s a serious compliance problem. Blockchain data reviewed by CoinDesk and analyzed by Arkham reportedly shows wallets linked to North Korea’s Lazarus Group selling more than $30M worth of $BTC on Hyperliquid over the past three weeks.
The proceeds were then used to acquire $ETH and $SOL , which were subsequently moved to other exchanges This isn’t the first time Lazarus-linked activity has appeared on Hyperliquid. Similar wallets were identified trading on the platform in late 2024, raising concerns about potential reconnaissance and contributing to roughly $250M in net outflows from Hyperliquid in a single day.
The issue is becoming even more important as Hyperliquid pushes toward greater adoption in the U.S. Recent regulatory filings for investment products tied to $HYPE have highlighted the network’s exposure to sanctioned actors, partly because direct blockchain users aren’t necessarily subject to traditional KYC, AML or sanctions screening.
North Korea has become one of the most aggressive state actors in crypto, with the U.S. accusing the Lazarus Group of stealing and laundering billions in digital assets to support Pyongyang.
For Hyperliquid, the challenge is bigger than one group of wallets. As decentralized trading infrastructure moves closer to mainstream and U.S. markets, sanctions compliance is likely to become one of its biggest tests.
Everyone is pricing a September Fed hike like it’s guaranteed. The data says otherwise.
Markets got spooked after Fed Chair Kevin Warsh delivered a hawkish Jackson Hole speech, but CME FedWatch currently puts the probability of a September rate hike at around 58% nowhere near the 90%+ level typically associated with a near-certainty.
Warsh highlighted persistent inflation concerns, pointing to PCE inflation at 3.7% versus the Fed’s 2% target, while noting that inflation remains more concerning than the labor market.
That triggered a sharp reaction. $BTC fell roughly 3% below $77K on Friday, while gold declined and the dollar and Treasury yields moved higher.
But several market observers remain skeptical that a September hike is actually coming.
Even if the Fed does hike, some argue the move could be aimed more at stabilizing Treasury markets and anchoring longer-term yields than aggressively tightening financial conditions.
For crypto, that distinction matters.
Bitcoin is coming off a roughly 23% August rally, while gold is up around 10%. If September hike expectations fail to rise materially from current levels, the macro pressure on risk assets could be much smaller than social media suggests.
58% is elevated, but it’s not a done deal. Could the market be overpricing the hawkish Fed narrative?
Zcash just attacked one of the biggest problems with private crypto payments: speed. ⚡️
$ZEC developers have released a new cryptography stack called Zakura Common that could reduce private transaction proof generation on some mobile devices from more than 3 seconds to under 200 milliseconds. That’s more than 14× faster on mobile and over 5× faster on desktop.
The improvement matters because Zcash private transactions hide the sender, receiver and amount, but generating the cryptographic proof requires significant computation before the transaction can even be broadcast.
The new stack also makes hashing more than 21× faster, while node verification becomes roughly 4–8× faster. The best part? Wallet developers don’t need a Zcash network upgrade to use it. The open-source libraries can be integrated into existing wallets, with Zakura already adopting the technology and Vizor Wallet among the early users.
This is part of a much bigger scaling push. Zakura’s long-term target is more than 50,000 private transactions per second, while improving wallet syncing, node verification and other bottlenecks.
$ZEC reacted with a ~5% move toward $839 after the release, but the bigger story may be what this technology means for everyday private payments
The U.S. just struck Iran and Bitcoin barely moved. That’s the signal.
Geopolitical tensions are heating up again, sending oil sharply higher and stocks lower, yet $BTC is holding around $77.6K–$78K with barely any reaction during Asian trading.
WTI jumped nearly 2% to ~$85.10, Brent rose 1.9% to ~$92.39, while gold slipped 0.8% and Nasdaq futures fell roughly 0.5%.
Bitcoin’s resilience stands out even more on the monthly timeframe. $BTC is up roughly 23% in August, outperforming gold at ~9% and the Nasdaq at ~4%.
Strong spot ETF inflows and expectations around potential Fed intervention have helped support Bitcoin, but the macro picture has become more complicated after Fed Chair Kevin Warsh delivered a hawkish Jackson Hole speech.
Markets are now pricing a significantly higher probability of a September rate hike, while Bitcoin continues to hold above the key $77K support.
The levels are clear: $77K is immediate support, while $79.4K–$80.8K remains the major resistance zone.
If BTC continues absorbing geopolitical shocks without breaking support, its relative strength could become increasingly important.
Is Bitcoin proving it can act as a resilient macro asset, or is the real volatility still ahead?
$LIT : Still a great coin and I never bought at $2 like I initially wanted. Let's see if it can make a run; I actually think it's MORE bullish if it ranges at $2 for a bit of time and forms a stronger base. If it immediately V moves up to the highs again, I'm going to consider shorting as a scalp
$PUMP I'm honestly pretty surprised to see this be so strong with unlocks; probably some psyops situation where they just want to move price higher and then dump on us later. Either way, it looks strong in the short term. Not currently in it and I don't necessarily think dips are for buying quite yet but I'm just watching
$KAITO i had tons of alerts set from 0.87 to 0.85 but they never really hit unfortunately. Still looks really strong and I wouldn't be surprised to see this go to $1.50 or something if $BTC is stable.
$ZEC this is going to be a chop zone imo, still dont expect any gigantic moves until btc sorts itself out. This is still 1 of the best coins you can own for longer holds though IMO
$LIT is getting close to a buy for me, I think anywhere from the $1.80-$2.00 area is decent. To be determined if we're going to run back to the highs on this current move but I think a bounce play is definitely happening somewhere soon. More watching and waiting for now but entire market is a bit choppy
$NEAR I always thought this was a good spot play and just accumulating in this region but would personally cut it if it lost $1.75 on HTF charts. I think it's headed to $1.50 or lower if that happens. Still think it's a very relevant protocol with a good narrative though
$ZEC has the weirdest price action; it just slowly grinds up like some sort of unnatural twap. I'm not firing here and I'd rather wait for some sort of pullback or big blast through, it's just a bit too weird for me. That said, still 1 of the better coins you can hold IMO
$LIT aiming for around $2, it's been a long wait for it but I think it should be a decent area for a bounce. $1.85ish would be the next area up after that
$BTC Higher time frame view, we're still in the same range as we've been in the last several months since February. It's nice to see interaction with 200d EMA coming up (I hope); no real bottom forms until we see that historically. But 66k is still the level to break IMO.
$BTC Still extremely choppy, price finding a short term bottom with these 4h EMAs but to be determined if this is the local low. All in all, I still expect there to be some chop, with some up days and some down days. No true trend that I can see on really any time frame