Binance News

BlockBeats reported on September 25 that a whale address, bc1qln, transferred 4,500 BTC after remaining inactive for more than four years. According to BlockBeats On-chain Detection, the address moved the funds after a long period of dormancy.

On September 25, CZ posted on X regarding the roughly $350 million hack of Bitget: "Tough day for Bitget. I expect and know @Binance, the @BNBCHAIN ecosystem, and the community will do everything we can to help. Stay SAFU!" Binance Co-CEO Richard Teng said Binance's security team had been working closely with Bitget since the breach was detected, sharing threat intelligence, tracking the stolen funds, and supporting asset recovery efforts.

Bitget CEO Gracy Chen said the affected assets include ETH, XRP, BNB, AVAX, USDT, USDC, and other tokens, with XRP Ledger seeing the largest single-chain loss. The chains involved include Ethereum, XRP Ledger, Arbitrum, Avalanche, Optimism, BSC, and Base.
According to Foresight News, all on-chain cold wallets have been confirmed safe and were not affected.
The team has contacted foundations for all affected chains, and some have confirmed freezing the hacker wallet address. Bitget said it is pursuing all available channels and will continue to share updates.
Bitget said its protection fund exceeds $464 million and is stored in publicly verifiable wallet addresses, while its own assets exceed $1 billion. User funds are covered on a 1:1 basis, and all data can be verified on-chain. The company said its goal is to complete full recovery as soon as possible and will announce a specific time window once confirmed. It added that it will not promise deadlines it cannot meet.

Bitwise CEO said on X that the Bitwise Solana Staking ETF recorded more than $110 million in net inflows this week. According to Odaily, many people appear to think Solana is performing well.

Crypto analyst Ali said on X that XRP whales have accumulated more than 470 million XRP over the past five days. According to Odaily, Ali also said XRP’s daily chart continues to form a head-and-shoulders bottom pattern, and a bullish breakout may be approaching.

Michael Saylor said on X that the proposal covers STRF, STRC, STRK, and STRD, with dividends accruing each calendar day, including weekends and holidays, and paid on the next business day. According to Odaily, the related economic terms remain unchanged. The proposal is intended to support price stability, liquidity, and demand.

Bitget had $351.6 million exposed to a system breach on Thursday, Chief Executive Officer Gracy Chen said in a social-media post, according to CoinDesk. In a post on X, Chen said Bitget's cold wallets and user funds were safe and that there had been "unauthorized transfers from some of our hot wallets," adding that the exchange's "user protection fund" held over $464 million. "Cold wallets remain fully secure. Bitget operates a three-tier wallet architecture — the breach contained only a portion of the hot wallet and warm wallet layers," she said. Deposits and trading remain online, but Bitget is "temporarily" pausing withdrawals until it completes a security review, and Chen promised an incident report within 24 hours.
On-chain data and independent researchers had earlier flagged unusual wallet movements, initially reporting that about $183 million in digital assets had moved from wallets tied to the exchange. Emmett Gallic, an analyst at blockchain analytics firm Arkham Intelligence, said on X the transactions involved three Bitget hot wallets and one cold wallet across multiple blockchains, with funds consolidated into a single address and assets including ETH, BNB, AVAX and USDT0. "Looks like Bitget just got hacked for $178M," he said, noting in a separate post that more were moving. Hot wallets stay connected to transaction and withdrawal systems, making them more accessible than cold wallets, which keep signing credentials isolated from internet-connected infrastructure.
A loss of up to $351.6 million would mark possibly the biggest hack of 2026, capping a rough September after the Liquid Network lost $320 million earlier this month to another attack, though those attackers claimed to be "white hat hackers." Bitget's native token, BGB, fell after news of the breach began circulating but had recovered somewhat by 22:10 UTC, down 2.9% at press time. Bitcoin was down about 0.29% and ether down 0.2% over the past 24 hours.

Bitget Chief Executive Officer Gracy Chen said North Korean hackers may be behind the exchange's $351.6 million security breach on Thursday, citing preliminary findings that linked IP addresses to VPN services used by a North Korean group, according to Cointelegraph. Speaking during a live Q&A on X after the incident, Chen said security investigators had flagged similarities with previous North Korean attacks and that the exchange did not believe the breach was an inside job. "We've identified some IP addresses that match the VPN choices by a certain DPRK group," she said, referring to the Democratic People's Republic of Korea, adding that "the pattern looks very much like what the North Korean team did before."
Chen disclosed that the hackers breached Bitget's systems and transferred funds directly rather than forging user withdrawal requests. "They did not forge user withdrawal requests, nor did they obtain our private keys of the cold wallet and any hot, warm wallet," she said, adding that investigators were still determining which systems were compromised and how the attackers gained access. North Korean hackers were linked to an estimated $2.02 billion in crypto theft in 2025, including the roughly $1.5 billion Bybit hack that the FBI attributed to North Korea.
The comments follow Bitget's report of unauthorized transfers affecting portions of its hot and warm wallet infrastructure on Thursday, with withdrawals still suspended at the time of publication. During the Q&A, Chen said some stolen funds had been recovered, without specifying an amount, and that the exchange was working with blockchain foundations and other partners on recovery efforts.

New York's attorney general and Polymarket sued each other on Thursday, escalating a nationwide debate over who should regulate prediction markets and whether they violate state laws against illegal gambling, according to Reuters. The suit brought by Attorney General Letitia James in a Manhattan state court expands her push to rein in the sector, following similar cases this year against Kalshi, Coinbase Financial Markets and Gemini Titan — all accused of operating without New York State Gaming Commission licenses, encouraging problem gambling especially among those under 21, and endangering people's financial, emotional and physical health. "By running an unlicensed gambling operation, Polymarket has done more than just knowingly violate state law, they have put New Yorkers at risk," Governor Kathy Hochul said.
Polymarket fought back hours later, arguing in Manhattan federal court that the federal Commodity Futures Trading Commission has exclusive authority over prediction markets. It said New York threatened irreparable harm by leaving it an "impossible choice" between obeying state regulators — undermining its federal right to operate nationwide — or continuing and facing potentially "huge" criminal liability. "This is an extraordinary assertion of state power squarely foreclosed by federal law," the company said, with Chief Legal Officer Neal Kumar saying it tried to resolve differences but state officials "preferred the media hit." New York's suit seeks civil fines, forfeiture of illegal gains and full customer restitution; Polymarket's seeks a declaration that the state cannot enforce its gambling laws against it.
The case is the latest state effort against an industry that surged in popularity after outperforming pollsters in predicting Donald Trump's 2024 win over Kamala Harris, putting those states at odds with the Trump administration and the CFTC. Federal appeals courts are divided over oversight, raising the prospect the US Supreme Court may need to decide. Founded in 2020 and billing itself as the world's largest prediction market, Polymarket was out of the US market for more than three years before relaunching last December, three months after a CFTC green light. It also drew investment last year from 1789 Capital, a venture firm backed by the president's oldest son, Donald Trump Jr., who is a partner there and a Polymarket adviser; New York said the business is reportedly worth more than $20 billion. James views prediction markets as "quintessentially gambling," citing examples such as a wager on whether the Los Angeles Dodgers would beat the New York Mets by more than 1.5 runs on July 24, 2026 (the Dodgers won 4-2), and objected to Polymarket letting 18-to-20-year-olds trade despite a state minimum age of 21 for mobile sports betting.

Bitwise has filed to list a NEAR Protocol ETF on NYSE Arca under the ticker NRR, according to a recent U.S. Securities and Exchange Commission filing. According to Odaily, the fund is intended to provide investors with exposure to NEAR (NEAR).

A wallet linked to Hyperliquid Strategies Inc bought 494,200 HYPE in the past 16 hours, according to Lookonchain monitoring. According to PANews, the wallet 0x6436 has bought 5.51 million HYPE over the past month, with an average daily purchase of 183,574 HYPE. Hyperliquid Strategies Inc currently holds 35.1 million HYPE.

Anthropic has signed an $11.6 billion, seven-year contract with Akamai Technologies for computing power, adding to the AI developer's growing list of data-center deals, according to Bloomberg. Akamai will supply access to central processing units — generalist chips seeing renewed data-center demand as they help support AI services — and has issued a warrant giving Anthropic the right to buy Series B shares at $111.33 each, converting into 7.7 million common shares. The agreement builds on a $1.8 billion computing deal the two struck earlier this year. Demand for Anthropic's Claude software has soared as customers flock to it for coding and other tasks, and the company has been on a buying spree, tapping firms from Alphabet's Google to Elon Musk's SpaceX for chip access.
Akamai, which earns most of its sales from content delivery and cybersecurity, has been rapidly expanding into computing in search of growth. The Anthropic contract is the largest in its history, and it estimated related capital spending will total about $5.5 billion — more than six times what it spent in all of 2025. Akamai shares jumped 17% in late trading Thursday to $129.60 around 4:10 p.m. New York time. CEO Tom Leighton said the cloud business is "growing obviously extremely fast" and that cloud-contract revenue could eclipse its other segments "fairly soon," adding, "We're not looking necessarily at a long time frame for that to happen."
Akamai said part of the warrant — about 2% of its common stock — vests with the computing agreement, expected to begin in the second half of next year, with the rest coming available over the seven-year term. It is the first time Akamai has agreed to such a warrant in a cloud deal, a step Leighton called serious but sensible because "it helps bring the companies together." The deal comes as some Wall Street investors flag "circular" AI arrangements, in which cloud, hardware and AI companies buy each other's products while also investing in one another, making real demand harder to gauge. Akamai expects about $150 million to $300 million in Anthropic revenue next year, rising to an annual run rate of about $1.7 billion by 2028, with most of the capex — largely servers, chips and networking gear — occurring next year. Leighton acknowledged a "big step up in capex" but said returns are strong and the company is discussing more business with "all the major players," including hyperscalers and big enterprises.

Genius co-founder Ryan Myher said the platform is a terminal for trading crypto assets and that points are an additional benefit users may receive when trading on Genius. According to PANews, he said users agree to the platform's airdrop terms when they trade on Genius, and that users who started in SZN 1 agreed twice.
Myher said users who do not accept the terms cannot use the platform. He added that points are extra benefits and that the rules can be adjusted based on actual conditions. He said terminal trading volume has recently declined, so the number of points distributed each day has also fallen.
Myher also said he wants to keep building Genius long term and added that his own tokens will not unlock before users' tokens. Earlier reports said Genius drew community criticism after changing its points rules, with the move reportedly pushing the unlock of 70 million tokens to 2028.

Bitget issued an official post explaining the status of the Bitget Protection Fund, according to PANews. The fund holds 5,500 BTC, worth about $464 million at current prices, and all wallet addresses are public and can be verified on-chain at any time. The fund is specifically used to address platform-level threats such as cybersecurity incidents, in order to protect user assets. Bitget stated that, after assessment, the losses caused by this hot wallet incident will be covered by the Protection Fund, and the fund will be replenished. Specific details and compensation terms will be announced separately.

Sui said on X that SlushWallet is designed for Sui and supports strategies, replacing addresses with SuiNS names, and gas-free stablecoin transfers that settle in 1 second. According to Odaily, the wallet was developed by Mysten Labs.

Grayscale’s Zcash ETF (ZCSH) had reached $1 billion in net assets as of September 24, with cumulative net inflows of $306.12 million, or less than 30% of the total. According to Odaily, the fund began trading on NYSE Arca on August 25 and surpassed $500 million in size within two weeks.
ZCSH was renamed from Grayscale Zcash Trust, which was established in October 2017 and already held ZEC when it listed. ZEC’s price has roughly doubled since the ETF’s launch, helping lift the fund’s assets. On September 8, Grayscale parent DCG International Investments exchanged 85,705.32563297 ZEC for about $100 million in ZCSH shares; excluding that non-cash transaction, external new capital was about $200 million.
Grayscale will carry out a 3-for-1 forward split before the market opens on September 30, and holders of record at the close on September 28 will be eligible. After the split, the net asset value per share is expected to fall to about one-third, while the number of shares will triple and the dollar value of holdings will remain unchanged.

BlackRock developed three portfolio strategies for Ondo that each trade as a single token. According to NS3.AI, the tokens carry full asset allocations that can rebalance and move between wallets.
The products are available to eligible investors outside the United States. ONDO rose about 30% on the news.

The U.S. Securities and Exchange Commission's Division of Corporation Finance updated its crypto asset frequently asked questions on Friday, saying token buybacks, network upgrades, and marketing statements do not automatically make a crypto asset a security. According to ChainCatcher, the division said a buyback plan announced for an already functioning crypto network would not by itself make the related token an investment contract, while the same conclusion may not apply to an unlaunched network if the issuer presents buybacks as a source of holder returns.
The update also addressed ongoing development after a crypto project goes live. It said services used to protect, maintain, improve, or enhance an operating crypto system and its functions, or to promote network effects, do not count as managerial efforts under the Howey test. Statements about existing uses of a network generally do not create an expectation of profit, and the same applies to claims about future functionality, provided they do not promote profit potential. The SEC said each case still depends heavily on its specific facts.
The guidance builds on the SEC's interpretive statement issued in March on how securities laws apply to crypto assets. It comes as the Clarity Act failed to advance in the Senate several weeks ago, leaving regulators to continue working under existing law. The Commodity Futures Trading Commission also updated its crypto FAQs on Thursday, saying futures commission merchants and clearinghouses may invest customer funds in tokenized versions of previously permitted assets if investment and custody requirements are met, and that regulated firms may use blockchain for recordkeeping as long as they can provide records if the blockchain or its explorer is unavailable.

On September 25, TradingBeats reported that XPL briefly plunged sharply around 10 p.m. on September 23, falling from about $0.094 to $0.0815 within an hour. According to BlockBeats On-chain Detection, a whale identified as 0xb7e0 began building a long XPL position at 1 a.m. the following day, when the price was near $0.085, and continued adding through TWAP orders until the position was fully established at 6 p.m.
Three hours after the position was completed, XPL began a V-shaped rebound. At the time of reporting, XPL was trading at about $0.1141, up roughly 30.9% from the entry price. The position was worth about $3.409 million, with unrealized gains of about $804,500 and a return on position of about 308.9%.

According to PANews, citing Lookonchain monitoring, Bitget was hacked, with losses of about $351.6 million. The hacker has converted most of the stolen funds (originating from EVM chains) into 67,982 ETH (worth $183 million).

On Sep 25, 2026, 11:07 AM(UTC). According to Binance Market Data, Bitcoin has crossed the 85,000 USDT benchmark and is now trading at 85,054.007813 USDT, with a narrowed 1.79% increase in 24 hours.

Litecoin futures open interest has climbed to about $670 million, near its January peak of roughly $690 million, while US spot Litecoin ETF balances reached a record 175,000 LTC. The rally appears driven more by leverage than spot buying, according to BeInCrypto, with open interest in LTC up about 25% over the past week and Canary Capital’s LTCC adding roughly 39,000 LTC in its largest inflow to date. LTC is testing $75 resistance after breaking key Fibonacci levels, with RSI at 81.

According to Wallstreetcn, spot gold rose 0.25% to $4,285.81 an ounce on Friday's New York close, but fell 2.11% for the week; COMEX gold futures fell 2.35% to $4,321.40 an ounce, spot silver rose 0.79% to $64.3172 an ounce but fell 2.93% for the week, COMEX silver futures fell 3.60% to $64.730 an ounce, COMEX copper futures fell 0.18% to $6.7775 per pound but rose 1.29% for the week, spot platinum rose 1.43% to $1,781.56 an ounce, spot palladium rose 0.22% to $1,270.83 an ounce, the Philadelphia Gold and Silver Index fell 2.79% to 383.48, the NYSE Arca Gold Miners Index fell 3.06% to 2,657.73, the S&P Materials Index fell 0.53%, the Metals and Mining Index fell 1.26%, and the State Street Metals and Mining ETF rose 0.34% to $108.33 but fell 0.26% for the week, its fifth straight weekly decline.

According to Jin10, a U.S. official said the United States and Iran are holding "positive and constructive discussions" through mediators, that the United States currently "controls the Strait of Hormuz" and is in a very favorable position, and that about 40 million barrels of oil passed through the Strait of Hormuz in the past 48 hours.

Bitwise CEO said on X that the assets under management of the Bitwise Chainlink ETF, CLNK, have exceeded $50 million. According to Odaily, the update was posted on the X platform.

Vitalik said on X that syncing an Ethereum node now takes as little as half a day, and disk usage can be reduced to below 0.5 TB under aggressive settings. According to Odaily, he said EIP-4444 and client teams’ optimizations for snapshot sync have significantly improved the process. He added that Glamsterdam will further improve node synchronization, including a new sync protocol for Nimbus that will use related upgrades.

A Bitcoin address sent 4,499.99987779 BTC to one destination in a transaction valued at about $379 million to $382 million. According to NS3.AI, the principal output had not moved for more than four years before the transfer. The destination remained unidentified and unspent at 13:33 UTC, so the transaction did not prove that a sale took place.

On Sep 25, 2026, 11:09 AM(UTC). According to Binance Market Data, BNB has crossed the 780 USDT benchmark and is now trading at 780.98999 USDT, with a narrowed 1.52% increase in 24 hours.

Circle Foundation announced two grants to the United Nations Development Programme and the World Food Programme to explore digital payments and digital financial infrastructure in humanitarian aid and development projects. According to ChainCatcher, the programs will examine how digital payments and regulated payment stablecoins could distribute funds to recipients faster, more transparently, and at lower cost.
For UNDP, the funding will support the creation and operation of a Digital Asset Innovation Pool to help country offices expand digital payment pilots from Syria, Haiti, Guatemala, and Gambia into routine program delivery. The mechanism will provide regulatory, operational, and beneficiary protection support, while serving as a complement to existing payment systems rather than replacing traditional banking channels.
For WFP, the grant will support governance, risk management, treasury and reconciliation systems, and compliance tools needed for stablecoin payments, along with integration of local fintech and mobile payment services. Over the next three years, WFP plans to test two to three payment channels linking its payment systems with local financial service providers and markets to assess stablecoin payments for efficiency, transparency, and resilience.

According to Wallstreetcn, the U.S. Securities and Exchange Commission (SEC) issued new guidance clarifying how securities laws apply to crypto assets, and SEC staff said native tokens, token buybacks and staking receipts are not securities in certain cases.

Sui said on X that tokenized real-world assets issued by Bitwise can be used as collateral for Bluefin Lend on the Sui blockchain. According to Odaily, the announcement said the assets are available for use on the network as collateral.

On-chain analyst tanuki42 said the address 0xe07 is holding 100,000 USDC and 218,000 USDT that came from the initial address of stolen Bitget funds. The funds had remained idle for more than 2.5 hours before the analyst publicly called on Circle and Tether to freeze the assets. According to Odaily, crypto researcher SomaXBT later posted that Circle had frozen the USDC assets and urged Tether to follow suit. Tether had not responded at the time of writing.

Bitcoin steadied around $84,300, flat over 24 hours, as the bond selloff that pressured risk assets all week finally paused — the 10-year Treasury yield slipped two basis points to 5.17% after jumping more than 20 basis points in two sessions. With roughly $14 billion in options expiring on Deribit today, the quiet at the index level masked violent rotation underneath: QNT surged 39% and ONDO 27%.The Macro Squeeze Loosened on Three Fronts at OnceBonds found a floor in Asia, with the 10-year easing to 5.17% from fresh multi-decade highs. Brent crude fell 1% to about $105 on reports — unconfirmed — that Washington and Tehran are exploring a phased deal to reopen the Strait of Hormuz, which would unwind a key inflation risk. And the yen gained as much as 0.6% to 158 per dollar, its best day in over two weeks, after Finance Minister Satsuki Katayama said President Trump shares Japan's concerns about yen weakness and pledged coordination with Treasury Secretary Scott Bessent — whose remark that "I have asymmetric information. I am the house now" revived intervention threats following the summer's joint yen-buying. The yen had weakened about 3.5% against the dollar since September 8, and renewed intervention risk matters for crypto via carry-trade unwind channels.Capital Rotated Into Utility Tokens, Not MemecoinsWhile Bitcoin hovered between $84,000 and $85,000, QNT led the top 100 with a 39% jump to nearly $100, ONDO rose 27% to about $0.54, and LINK gained 11%; ALGO, AERO and CC each added 8%–9%. Notably, no memecoins cracked the top 10 performers — a signal that the altcoin rotation flagged by Glassnode earlier this week is favoring projects with established use cases over pure speculation. Elsewhere in risk sentiment, the FT reported Goldman Sachs earned about $200 million in fees this year from Leopold Aschenbrenner's AI-focused fund Situational Awareness, whose mid-July leveraged unwind is a reminder of how crowded the AI trade — recently rebounding — became.FxPro Says Even a Drop to $70,000 Would Not Break the UptrendFxPro chief market analyst Alex Kuptsikevich reads the pullback as a stall rather than a reversal: Bitcoin failed to complete a Fibonacci extension to 161.8% of the impulse that began in mid-August in a single move, but the unfinished structure of the uptrend suggests a temporary pause. He noted Bitcoin lost over 50% from its peak in 2021 before making new highs, arguing a decline to $70,000 — painful for short-term speculators — would not undermine the bullish outlook. That scenario would mean roughly a 17% drop from $84,300 (derived) and a break below the entire $77,430–$83,000 support stack.Today's $14 Billion Expiry Is the Session's PivotBitcoin heads into the year's largest Deribit expiry below $85,000 — the strike carrying one of the largest call blocks. Post-expiry, the pin around $85,000 dissolves, freeing price to test either $87,300 resistance or the $83,000 zone floor. With yields pausing, oil retreating and the October 2 jobs report next on the calendar, the direction of that break will show whether this week's macro squeeze was the story or the interruption.

On Sep 25, 2026, 09:26 AM(UTC). According to Binance Market Data, Ethereum has crossed the 2,700 USDT benchmark and is now trading at 2,700.060059 USDT, with a narrowed 1.69% increase in 24 hours.

ARK analyst Lorenzo Valente said on X that Uniswap completed about 140 million transactions in August, more than the combined total of Cboe BZX and NYSE American. According to Odaily, NYSE American has operated since 1908, while Uniswap launched in 2018, and five years ago Uniswap handled only about 2 million transactions per month.
Valente said Uniswap’s next target by transaction count is NYSE Arca, which completed about 232 million trades in August.

Elon Musk said Colossus 2, the AI computing cluster built by his xAI business, may more than double its current Nvidia Corp. chip count by the end of the year, according to Bloomberg.

Circle Chief Financial Officer Jeremy Fox-Geen will step down at the end of this year, and the company has begun searching for a successor. According to ChainCatcher, Fox-Geen will receive a conditional cash payment of $1.05 million under his separation agreement.

According to Jin10, spot gold and silver extended their short-term gains, with gold touching $4,290 per ounce and rising 0.36% on the day, while silver climbed above $64 per ounce and gained 0.24% on the day.

US spot Bitcoin ETFs flipped net positive for 2026 after a $6.6B swing from the July 13 low — a six-session $2.84B streak including Monday's $999M daily high. Bitget disclosed $351.6M in unauthorized hot wallet transfers, pausing withdrawals while cold wallets remain intact — potentially the largest exchange hack of 2026. BofA raised its 10-year yield target to 5% (spot already at 5.17%) — the message is persistence, not further rises. XRP whales accumulated 470M+ tokens in five days. Utility altcoins led rotation: QNT +39%, ONDO +27%, LINK +11% — no memecoins in the top 10. Friday's $14B Deribit expiry is the session's pivot.Crypto Exchange Bitget Says $352 Million Affected in a HackBitget CEO Gracy Chen confirmed $351.6M in unauthorized transfers from hot and warm wallets Thursday — potentially the largest exchange hack of 2026, exceeding the Liquid Network's $320M loss earlier this month. Cold wallets remain secure; deposits and trading are online but withdrawals are paused pending a security review, with an incident report promised within 24 hours. Arkham's Emmett Gallic identified three hot wallets and one cold wallet across multiple blockchains — ETH, BNB, AVAX, USDT0 — consolidated into a single address. Bitget's user protection fund holds $464M, covering the exposed amount. BGB fell after news circulated, recovering to -2.9% by press time. Bitcoin was down 0.29% and ether -0.2% over 24 hours — the market's muted reaction reflects the pattern established after the Coldcard exploit: exchange-specific incidents are priced continuously rather than producing fresh waves of panic selling.A $6.6 Billion Swing Puts Bitcoin ETF Flows Back in the Green for 2026US spot Bitcoin ETFs flipped net positive for 2026 — from $5.8B in net outflows at the July 13 low to $787M in net inflows — on a six-session $2.84B streak. Monday's $999M was the 2026 daily high; the pace slowed 81% to $191M by Thursday as Bitcoin retreated from $87,000 to $84,200. IBIT absorbed ~$1.35B — nearly half of the six-day total. Only two comparable six-day streaks exist on record: February 2024 ($2.35B) and November 2024 ($4.73B). For context, $787M year-to-date is ~2% of 2024's $35.2B full-year haul. The deceleration confirms the bid is price-sensitive. Watch whether the streak survives Friday's $14B Deribit expiry, and whether October's macro calendar — jobs October 2, CPI October 14, live Fed hike decision — extends or ends the recovery.Bitcoin Catches Its Breath as Bonds Pause and Utility Alts Take the LeadBitcoin held $84,000-$85,000 as QNT jumped 39%, ONDO 27%, LINK 11%, with no memecoins cracking the top 10 performers — the altcoin rotation Glassnode flagged this week is favoring established use cases over speculation. FxPro's Kuptsikevich reads the pullback as a stall, not a reversal: the uptrend structure is unfinished, and even a drop to $70,000 — a 17% decline from $84,300 — would not break the bullish outlook, noting Bitcoin lost 50%+ from its 2021 peak before making new highs. Friday's $14B Deribit expiry is the session's pivot: post-expiry, the pin around $85,000 dissolves and price is free to test either $87,300 resistance or the $83,000 zone floor. With yields pausing, oil retreating, and October 2 jobs next on the calendar, the direction of that break determines whether this week's macro squeeze was the story or the interruption.Bank of America's New 5% Yield Target Is Really a Duration Call on PainBofA raised its year-end 10-year Treasury yield target from 4.5% to 5% and its 2-year target to 5% — with the 10-year already at 5.17%, the message isn't that yields rise further, it's that they stay here long enough to keep revaluing risk assets. The 2-year target at 5% sits above the current 4.79% cycle high, implying the short end still has room to rise consistent with 53%+ October hike odds. BofA also raised its Brent second-half average to $95 from $83 — the live oil channel that feeds inflation expectations, hike odds, and dollar strength in sequence. At 5% risk-free for a full quarter rather than a week, equity multiples need stronger earnings to hold — analyst revisions already flipped negative for the first time in 23 weeks — and Bitcoin's opportunity cost stays elevated. Bitcoin has absorbed the surge with relative resilience at $84,300, helped by $2.84B in six-day ETF inflows. Three macro pauses arrived simultaneously Friday: 10-year yield slipped 2bps to 5.17%, Brent fell 1% on phased Hormuz deal reports, and the yen gained 0.6% to 158 after Japan-US intervention coordination was signaled.XRP Whales Accumulate Over 470 Million Tokens in Five Days, Analyst Ali SaysCrypto analyst Ali reported XRP whales accumulated 470M+ XRP over five days, with the daily chart forming a head-and-shoulders bottom pattern — a structure that, if confirmed, signals a bullish breakout. XRP exchange reserves already hit a 7-year low near 1.7B XRP last week, meaning less immediately available selling inventory. CME's XRP futures share rose to 17% from 10% in mid-August as institutional positioning consolidated on regulated venues. XRP gained 3% to $1.59 Wednesday and 7% earlier this week. The CLARITY Act's failure removed the legislative catalyst but the SEC's tokenized securities exemption and ongoing CFTC rulemaking keep a regulatory pathway open. The CLARITY Act cloture vote was the specific event that sent XRP down 10% on September 15 — whale accumulation at these levels into that overhang is the behavioral signal worth tracking.

Users should revoke approvals for Ethereum Payment Processor V2 and ApeChain Payment Processor V3 contracts as soon as possible, using revoke.cash or similar tools. According to Odaily, Quit said assets transferred without permission and now held in addresses beginning with 0x71cf are safe, but affected users still need to revoke the contract approvals.
Quit also said a suspected NFT security issue at Magic Eden led a white hat hacker to transfer 3,832 NFTs from hundreds of wallets. According to Odaily, the NFTs are currently stored in addresses beginning with 0x71cF and will be returned after the risk is resolved.