Goldman Sachs, Citizens: SEC Innovation Exemption Framework Could Benefit Coinbase, Robinhood and Circle
Goldman Sachs and Citizens analysts said the SEC’s five-year “innovation exemption” framework could benefit Coinbase, Robinhood and Circle by allowing qualifying tokenized U.S. stocks to trade through AMMs on public blockchains. Coinbase could benefit from custody, tokenization infrastructure, stablecoins and Base; Robinhood would need to add full shareholder rights to its offshore stock-token products; Circle could benefit from greater demand for USDC settlement and collateral. Trading limits, issuer opt-out rights and AMM constraints could limit the impact on traditional exchanges. #crypto $USDC
ONDO is trading below the horizontal supply zone of the ascending triangle pattern. The Ichimoku Cloud is acting as strong support, showing strength in the current structure.
A solid breakout of the pattern would provide strong bullish confirmation. Keep a close eye on it.#ondo $ONDO
Interpol Expands Silver Notice System, Identifies at Least €36M in Criminal Assets
According to AP, Interpol is expanding its Silver Notice system, which allows its 196 member countries to share information and assist in tracing and seizing cross-border criminal assets, including cash, cryptocurrency, vehicles and real estate. Trialed since January 2025, the system has involved 82 countries and identified at least €36 million in criminal assets. Interpol says criminals generally retain around 99% of their illicit proceeds. The first Silver Notice was requested by Italy for a senior mafia member, after which Brazil identified multiple properties and other assets linked to the suspect and his associates. Interpol members are expected to vote on the system’s full adoption at the General Assembly in Hong Kong in November 2026.
$BTC ANALYSIS -------------------- $BTC/USDT trades at $81,795, pushing to fresh highs after holding the $75,000 level as support through multiple retests, extending a powerful run off the $61,350 low made in early July. Buyers keep stepping in on every dip to that line.
Break $82,000 and price runs into new territory with room to keep extending. Lose $78,000 and price falls back to retest the $75,000 support that's held all month. Trend's dominant, that level below is the real line in the sand. #btc
SlowMist: Hackers Implement Full-Chain iOS Exploit to Steal Private Keys and Mnemonic Phrases Across Versions 13 to 26.5
SlowMist Chief Information Security Officer 23pds has issued an urgent security warning advising all iOS users to update their devices immediately. He disclosed that cybercriminals have actively operationalized a full-chain exploit framework capable of silently exfiltrating private keys and mnemonic seed phrases directly from iOS devices.
The attack execution pathway involves: luring targets to a malicious webpage via Safari through social engineering or watering-hole tactics, triggering memory corruption in WebKit/JavaScriptCore (JSC) to secure arbitrary read/write access at the JavaScript layer, subsequently bypassing Pointer Authentication Codes (PAC) to achieve native code execution, escaping the WebContent sandbox, and completing kernel privilege escalation to root to drain device Keychains and local crypto wallet application data. The potentially affected versions are reported to span iOS 13 through iOS 26.5 (pending final confirmation). #ios$BTC
Highlight Clip: Tom Lee: We've Been Advocating a 2% Crypto Position
Tom Lee: We've Been Advocating a 2% Crypto Position
Description: On September 11, 2026, BitMine Chairman Tom Lee said in an interview with Wealthion that he has long advocated a 2% crypto position for investors with no crypto exposure. He noted that for some Fundstrat clients who followed the recommendation, the original 2% allocation has grown to more than 85% of their portfolios due to Bitcoin’s substantial price appreciation, rather than additional purchases. Lee believes that over the next decade, crypto could provide exposure with relatively low correlation to other assets, benefit from the growth of AI, and become an important part of how the financial services industry reinvents itself.
WuBlockchain notes that Tom Lee's market forecasts tend to be optimistic. His bullish targets may not materialize, and actual market performance may differ significantly from his predictions. Readers are encouraged to focus on his analytical reasoning rather than use specific price targets or timelines as a basis for investment decisions.
Spot Bitcoin and Ethereum ETFs Record $433 Million and $144 Million in Net Inflows on Sept. 18 (ET)
On Sept. 18 (ET), spot Bitcoin ETFs recorded total net inflows of $433 million, led by Fidelity's FBTC with $311 million, followed by BlackRock's IBIT with $108 million. Spot Ethereum ETFs recorded total net inflows of $144 million, led by BlackRock's ETHA with $114 million, followed by Fidelity's FETH with $26.2449 million. #ETFs $ETH
Spot Bitcoin ETFs Record $159 Million in Net Inflows on Sept. 17
On Sept. 17 (ET), spot Bitcoin ETFs recorded total net inflows of $159 million, with BlackRock’s IBIT being the only fund to report net inflows. Spot Ethereum ETFs saw total net outflows of $39.2445 million, extending their net outflow streak to three consecutive days.
WSJ: ECB President Lagarde Personally Intervened to Block Binance from Obtaining an EU-Wide License via Greece
According to The Wall Street Journal, European Central Bank President Christine Lagarde personally intervened to prevent Binance from gaining a foothold in the European Union. Binance had sought an EU-wide license through Greece’s financial regulator, and Greek officials initially told the company that its application had been completed.
Binance had prepared a press release describing the approval as a “major milestone,” while CEO Richard Teng planned to travel to Athens for a photo with the Greek prime minister. The plan ultimately failed to proceed, with the WSJ reporting that Lagarde personally intervened in the process.
Lagarde’s intervention in Binance’s EU license application was mainly driven by two considerations: first, she wanted to wait for the possibility that ESMA would take over EU-wide crypto license approvals; second, she was concerned that Binance’s expansion could strengthen the dominance of U.S. dollar stablecoins in Europe and undermine the development of the digital euro.
CFTC Extends Phantom No-Action Relief to Eligible Passive Software Providers
The U.S. CFTC’s Market Participants Division (MPD) issued Staff Letter 26-25, extending the no-action position previously granted to Phantom to eligible passive software providers, including those outside the crypto sector. Subject to specified conditions, such software may serve as a front-end interface enabling users to access registered futures commission merchants, introducing brokers, and designated contract markets, and submit orders directly for CFTC-regulated derivatives, including event contracts and perpetual contracts. The software may not custody user assets, generate explicit buy or sell signals, or exercise discretion over order routing or execution.
$BCH ANALYSIS -------------------- $BCH/USDT trades at $232.1, bouncing off the rising trendline near $213 after a sharp fall from the $295 spike high faded back into range. Price is climbing back after tapping the trendline for the first real test since June.
Hold above $225 and price presses back toward $250 with the recent range highs above. Lose $215 and price breaks the trendline with room down to $200. Trendline holding for now, this bounce needs follow through.