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One Crypto Sector Is Up 213% While the Rest StrugglesPrivacy coins are up 213% since Bitcoin (BTC) peaked last October. Every other crypto sector is down, according to on-chain analytics firm Glassnode.
The median coin in the top 200 is 58% cheaper than it was that day. Bitcoin itself still trades 36% below its own record.
Privacy Coins Are the Only Sector Above the High
Glassnode tracks 10 sectors, scoring each against its price on October 6, 2025, the day Bitcoin topped out at $126,199 on Binance.
Privacy is the only green bar on the chart. DeFi is the best of the losers, down 27%. Gaming is the worst, down 74%.
Privacy Coins Leave the Rest of Crypto Behind in 2026. Source: Glassnode
Last month was kind to almost everything, with all 10 sectors rising.
Still, privacy coins led that leg too with a 90% gain. Therefore, the ranking did not change, with only 9% of the top 200 sitting above their October price, even after that broad bounce.
So the altcoin season never arrived in the shape holders wanted. Money picked one theme and stayed there.
Zcash Is Doing Almost All the Work
Privacy coins were worth $7.1 billion a year ago. Glassnode now values the group at $33.6 billion, just above Tron (TRX), the eighth-largest crypto. Zcash (ZEC) supplies most of that. It trades near $1,180 and ranks ninth by market value at $19.9 billion.
Zcash (ZEC) Price Performance. Source: BeInCrypto
Notably, while the ZEC price is up 687% since Bitcoin’s high, the privacy sector is up 213%.
Only four of the 25 largest coins beat their October price. Two are privacy names, ZEC and Monero (XMR), which has roughly doubled.
That notwithstanding, the run was not smooth, with Zcash having to patch a critical bug in its shielded pool in June. It then sealed that pool with the Ironwood network upgrade in July.
In August, BeInCrypto asked whether ZEC could reach $1,000 this cycle, when it was trading near $675. It cleared that level days later, and Grayscale’s Zcash ETF assets have reached $463 million.
The Bottom of the Sector Is Thin
Glassnode says all eight privacy coins with a year of history have gained. Three of them barely have. Decred (DCR) showed a 2% gain on that reading. Two others managed 3% and 6%.
Privacy Coins Performance. Source: Glassnode
CoinGecko now puts Decred down 2.9% over 12 months. The claim’s weakest leg has already flipped. Zcash and Monero together hold about 90% of the sector’s value.
A stall in Zcash price action would wipe out the one green bar on Glassnode’s chart.
One Crypto Sector Is Up 213% While the Rest Struggles
Privacy coins are up 213% since Bitcoin (BTC) peaked last October. Every other crypto sector is down, according to on-chain analytics firm Glassnode.
The median coin in the top 200 is 58% cheaper than it was that day. Bitcoin itself still trades 36% below its own record.
Privacy Coins Are the Only Sector Above the High
Glassnode tracks 10 sectors, scoring each against its price on October 6, 2025, the day Bitcoin topped out at $126,199 on Binance.
Privacy is the only green bar on the chart. DeFi is the best of the losers, down 27%. Gaming is the worst, down 74%.
Privacy Coins Leave the Rest of Crypto Behind in 2026. Source: Glassnode
Last month was kind to almost everything, with all 10 sectors rising.
Still, privacy coins led that leg too with a 90% gain. Therefore, the ranking did not change, with only 9% of the top 200 sitting above their October price, even after that broad bounce.
So the altcoin season never arrived in the shape holders wanted. Money picked one theme and stayed there.
Zcash Is Doing Almost All the Work
Privacy coins were worth $7.1 billion a year ago. Glassnode now values the group at $33.6 billion, just above Tron (TRX), the eighth-largest crypto. Zcash (ZEC) supplies most of that. It trades near $1,180 and ranks ninth by market value at $19.9 billion.
Zcash (ZEC) Price Performance. Source: BeInCrypto
Notably, while the ZEC price is up 687% since Bitcoin’s high, the privacy sector is up 213%.
Only four of the 25 largest coins beat their October price. Two are privacy names, ZEC and Monero (XMR), which has roughly doubled.
That notwithstanding, the run was not smooth, with Zcash having to patch a critical bug in its shielded pool in June. It then sealed that pool with the Ironwood network upgrade in July.
In August, BeInCrypto asked whether ZEC could reach $1,000 this cycle, when it was trading near $675. It cleared that level days later, and Grayscale’s Zcash ETF assets have reached $463 million.
The Bottom of the Sector Is Thin
Glassnode says all eight privacy coins with a year of history have gained. Three of them barely have. Decred (DCR) showed a 2% gain on that reading. Two others managed 3% and 6%.
Privacy Coins Performance. Source: Glassnode
CoinGecko now puts Decred down 2.9% over 12 months. The claim’s weakest leg has already flipped. Zcash and Monero together hold about 90% of the sector’s value.
A stall in Zcash price action would wipe out the one green bar on Glassnode’s chart.
The median coin in the top 200 is 58% cheaper than it was that day. Bitcoin itself still trades 36% below its own record.
Privacy Coins Are the Only Sector Above the High
Glassnode tracks 10 sectors, scoring each against its price on October 6, 2025, the day Bitcoin topped out at $126,199 on Binance.
Privacy is the only green bar on the chart. DeFi is the best of the losers, down 27%. Gaming is the worst, down 74%.
Privacy Coins Leave the Rest of Crypto Behind in 2026. Source: Glassnode
Last month was kind to almost everything, with all 10 sectors rising.
Still, privacy coins led that leg too with a 90% gain. Therefore, the ranking did not change, with only 9% of the top 200 sitting above their October price, even after that broad bounce.
So the altcoin season never arrived in the shape holders wanted. Money picked one theme and stayed there.
Zcash Is Doing Almost All the Work
Privacy coins were worth $7.1 billion a year ago. Glassnode now values the group at $33.6 billion, just above Tron (TRX), the eighth-largest crypto. Zcash (ZEC) supplies most of that. It trades near $1,180 and ranks ninth by market value at $19.9 billion.
Zcash (ZEC) Price Performance. Source: BeInCrypto
Notably, while the ZEC price is up 687% since Bitcoin’s high, the privacy sector is up 213%.
Only four of the 25 largest coins beat their October price. Two are privacy names, ZEC and Monero (XMR), which has roughly doubled.
That notwithstanding, the run was not smooth, with Zcash having to patch a critical bug in its shielded pool in June. It then sealed that pool with the Ironwood network upgrade in July.
In August, BeInCrypto asked whether ZEC could reach $1,000 this cycle, when it was trading near $675. It cleared that level days later, and Grayscale’s Zcash ETF assets have reached $463 million.
The Bottom of the Sector Is Thin
Glassnode says all eight privacy coins with a year of history have gained. Three of them barely have. Decred (DCR) showed a 2% gain on that reading. Two others managed 3% and 6%.
Privacy Coins Performance. Source: Glassnode
CoinGecko now puts Decred down 2.9% over 12 months. The claim’s weakest leg has already flipped. Zcash and Monero together hold about 90% of the sector’s value.
A stall in Zcash price action would wipe out the one green bar on Glassnode’s chart.
22
Is the Bitcoin Bottom In? 2 Analysts Say Yes From Separate ChartsTwo independent analysts have concluded that the Bitcoin (BTC) bottom is in, and neither used the other’s data. Charles Edwards tracks stablecoin liquidity, while the analyst known as Root tracks cycle structure.
Both calls arrived within days of each other in early September. Neither analyst predicted a bull run, however. Both argued something narrower, that the conditions defining a bear market have stopped being present.
Capriole’s Hedge Ratio Hit Its Bullish Threshold
Edwards, founder of Capriole Investments, published his signal on Sept. 4. His Market Hedge Ratio measures the USDT/BTC market cap ratio over a rolling 30 days.
The reading fell to -20.42%, touching the -20.78% threshold marked on his chart. A falling ratio indicates capital rotating out of stablecoins and into Bitcoin.
Capriole Market Hedge Ratio weekly chart showing the Bitcoin bottom signal / Source: Capriole
His chart marks roughly nine comparable signals since January 2020. Most preceded rallies, though one signal in October 2021 landed close to a cycle top.
“It’s very hard for bad things to happen to Bitcoin when Capriole’s Market Hedge Ratio is this green. Downside is basically capped in last 5 years until it flips red. Typically this reading means we have week(s) of upside to run.”
Edwards set an explicit invalidation, however. The signal holds only until the ratio flips red, and his stated horizon runs weeks rather than months.
Root’s Breakout Arrived 2 Months Early
Root, who publishes at Bitcoin Strategy, reached the same conclusion from price structure alone. His chart tracks the moment price reclaims the 200-day average, the 21-week average, and the short-term holder cost basis.
Root breakout chart comparing Bitcoin bottom timing across cycles / Source: Bitcoinstrategyplatform
Previous breakouts sat 1,375 days and 1,384 days apart, a gap of only nine days across roughly 7.5 years. The current breakout arrived 1,314 days after the 2023 signal, therefore about 65 days ahead of that rhythm.
“The current breakout happened roughly two months ahead of schedule compared to previous cycles. While two months is still substantial, and a reason why we can’t entirely rule out a continuation of the bear market…”
That timing cuts both ways. Root notes the four-year cycle placed this bottom four months early. The breakout, therefore, deviates considerably less than the low did.
BTC Sits Just 0.5% Above the Line That Matters
Bitcoin traded at $79,755 at the time of writing, down 0.23% over 24 hours. Market cap sits near $1.6 trillion. Price holds above all three levels, though barely.
The 21-week average stands at $79,355, leaving a cushion of 0.5%. Beneath it, the short-term holder cost basis sits at $70,853 and the 200-day average at $69,785.
Those two levels sit around $1,000 apart, forming a support shelf near $70,000. Grayscale placed its own bottom estimate in that same zone.
A weekly close beneath that shelf would break both thesis at once. Holding $79,355 keeps them alive.
The two calls agree on direction and share almost nothing else. Edwards measures weeks, whereas Root measures a cycle. Both published the level that would prove them wrong.
Is the Bitcoin Bottom In? 2 Analysts Say Yes From Separate Charts
Two independent analysts have concluded that the Bitcoin (BTC) bottom is in, and neither used the other’s data. Charles Edwards tracks stablecoin liquidity, while the analyst known as Root tracks cycle structure.
Both calls arrived within days of each other in early September. Neither analyst predicted a bull run, however. Both argued something narrower, that the conditions defining a bear market have stopped being present.
Capriole’s Hedge Ratio Hit Its Bullish Threshold
Edwards, founder of Capriole Investments, published his signal on Sept. 4. His Market Hedge Ratio measures the USDT/BTC market cap ratio over a rolling 30 days.
The reading fell to -20.42%, touching the -20.78% threshold marked on his chart. A falling ratio indicates capital rotating out of stablecoins and into Bitcoin.
Capriole Market Hedge Ratio weekly chart showing the Bitcoin bottom signal / Source: Capriole
His chart marks roughly nine comparable signals since January 2020. Most preceded rallies, though one signal in October 2021 landed close to a cycle top.
“It’s very hard for bad things to happen to Bitcoin when Capriole’s Market Hedge Ratio is this green. Downside is basically capped in last 5 years until it flips red. Typically this reading means we have week(s) of upside to run.”
Edwards set an explicit invalidation, however. The signal holds only until the ratio flips red, and his stated horizon runs weeks rather than months.
Root’s Breakout Arrived 2 Months Early
Root, who publishes at Bitcoin Strategy, reached the same conclusion from price structure alone. His chart tracks the moment price reclaims the 200-day average, the 21-week average, and the short-term holder cost basis.
Root breakout chart comparing Bitcoin bottom timing across cycles / Source: Bitcoinstrategyplatform
Previous breakouts sat 1,375 days and 1,384 days apart, a gap of only nine days across roughly 7.5 years. The current breakout arrived 1,314 days after the 2023 signal, therefore about 65 days ahead of that rhythm.
“The current breakout happened roughly two months ahead of schedule compared to previous cycles. While two months is still substantial, and a reason why we can’t entirely rule out a continuation of the bear market…”
That timing cuts both ways. Root notes the four-year cycle placed this bottom four months early. The breakout, therefore, deviates considerably less than the low did.
BTC Sits Just 0.5% Above the Line That Matters
Bitcoin traded at $79,755 at the time of writing, down 0.23% over 24 hours. Market cap sits near $1.6 trillion. Price holds above all three levels, though barely.
The 21-week average stands at $79,355, leaving a cushion of 0.5%. Beneath it, the short-term holder cost basis sits at $70,853 and the 200-day average at $69,785.
Those two levels sit around $1,000 apart, forming a support shelf near $70,000. Grayscale placed its own bottom estimate in that same zone.
A weekly close beneath that shelf would break both thesis at once. Holding $79,355 keeps them alive.
The two calls agree on direction and share almost nothing else. Edwards measures weeks, whereas Root measures a cycle. Both published the level that would prove them wrong.
Both calls arrived within days of each other in early September. Neither analyst predicted a bull run, however. Both argued something narrower, that the conditions defining a bear market have stopped being present.
Capriole’s Hedge Ratio Hit Its Bullish Threshold
Edwards, founder of Capriole Investments, published his signal on Sept. 4. His Market Hedge Ratio measures the USDT/BTC market cap ratio over a rolling 30 days.
The reading fell to -20.42%, touching the -20.78% threshold marked on his chart. A falling ratio indicates capital rotating out of stablecoins and into Bitcoin.
Capriole Market Hedge Ratio weekly chart showing the Bitcoin bottom signal / Source: Capriole
His chart marks roughly nine comparable signals since January 2020. Most preceded rallies, though one signal in October 2021 landed close to a cycle top.
“It’s very hard for bad things to happen to Bitcoin when Capriole’s Market Hedge Ratio is this green. Downside is basically capped in last 5 years until it flips red. Typically this reading means we have week(s) of upside to run.”
Edwards set an explicit invalidation, however. The signal holds only until the ratio flips red, and his stated horizon runs weeks rather than months.
Root’s Breakout Arrived 2 Months Early
Root, who publishes at Bitcoin Strategy, reached the same conclusion from price structure alone. His chart tracks the moment price reclaims the 200-day average, the 21-week average, and the short-term holder cost basis.
Root breakout chart comparing Bitcoin bottom timing across cycles / Source: Bitcoinstrategyplatform
Previous breakouts sat 1,375 days and 1,384 days apart, a gap of only nine days across roughly 7.5 years. The current breakout arrived 1,314 days after the 2023 signal, therefore about 65 days ahead of that rhythm.
“The current breakout happened roughly two months ahead of schedule compared to previous cycles. While two months is still substantial, and a reason why we can’t entirely rule out a continuation of the bear market…”
That timing cuts both ways. Root notes the four-year cycle placed this bottom four months early. The breakout, therefore, deviates considerably less than the low did.
BTC Sits Just 0.5% Above the Line That Matters
Bitcoin traded at $79,755 at the time of writing, down 0.23% over 24 hours. Market cap sits near $1.6 trillion. Price holds above all three levels, though barely.
The 21-week average stands at $79,355, leaving a cushion of 0.5%. Beneath it, the short-term holder cost basis sits at $70,853 and the 200-day average at $69,785.
Those two levels sit around $1,000 apart, forming a support shelf near $70,000. Grayscale placed its own bottom estimate in that same zone.
A weekly close beneath that shelf would break both thesis at once. Holding $79,355 keeps them alive.
The two calls agree on direction and share almost nothing else. Edwards measures weeks, whereas Root measures a cycle. Both published the level that would prove them wrong.
37
SpaceX Rival Claims €10 Billion Pipeline After First Orbit. How Will Stock React?Isar Aerospace’s Spectrum rocket reached orbit on its second flight, making the German startup the first commercial company to deliver satellites from continental Europe. Its commercial chief says the launch industry is desperate for capacity.
The flight lands while SPCX stock trades publicly for the first time. Shares closed Friday at $147.95, down 1.20%, and the launch looks unlikely to move them far.
SpaceX (SPCX) Stock Performance. Source: Yahoo Finance Why Europe Calls the Spectrum Flight a First
Spectrum lifted off from Andoya Spaceport in northern Norway on Saturday, September 5. It deployed six payloads into low Earth orbit, five cubesats, or shoebox-sized satellites, plus one experiment.
We made history. On just our second flight, we became the first commercial space company from Europe to deliver satellites into orbit. Mission 'Onward and Upward' successfully lifted off and deployed payloads into orbit. A new chapter for European spaceflight. More:… pic.twitter.com/AWvqG2l8Mn
— Isar Aerospace (@isaraerospace) September 5, 2026
That satisfied Isar’s obligation under the European Launcher Challenge, a European Space Agency (ESA) program requiring five selected firms to reach orbit by 2027. Isar got there first.
Last night, @isaraerospace achieved the first launch to orbit from continental Europe. The Spectrum launcher lifted off from Andøya Spaceport in Norway at 21:12 BST/22:12 CEST. Isar Aerospace is the first to reach orbit under @ESA_transport's European Launcher Challenge.… pic.twitter.com/41gn6azaGE
— European Space Agency (@esa) September 6, 2026
Its debut attempt in March 2025 ended 30 seconds after liftoff, when a vent valve opened and the rocket lost attitude control.
Spectrum carries up to 1,000 kilograms, putting it in the small-satellite market, not the bulk capacity Falcon 9 sells.
What the €10 Billion Claim Means for SPCX Stock
Chief Commercial Officer Stella Guillen said demand has outrun supply and put Isar’s pipeline above €10 billion ($11.6 billion). The company has not said how much is signed.
“The demand is so big. There’s a lot of new … projects that have come out, and actually they’re financed,” CNBC reported, citing Guillen.
Isar raised €270 million ($313.6 million) in June from backers including Porsche and the NATO Innovation Fund. Its next problem is industrializing production.
One orbital success is not a launch service, however. SPCX carries a market value near $1.95 trillion and trades on Starlink growth, Falcon cadence and Starship flight test progress, none of which a small European rocket touches yet.
Timing blunts the impact further. Spectrum flew on Saturday, giving traders two days to absorb it before Monday’s open, and shares have swung hard since their June Nasdaq debut at $135.
BeInCrypto flagged $148 as the make-or-break level for SPCX last week. Friday’s close of $147.95 sat directly on it.
Any move at the open therefore reads as noise, not a repricing. The test is whether Spectrum’s next flights look routine, and the level that matters for SPCX is still $148.
SpaceX Rival Claims €10 Billion Pipeline After First Orbit. How Will Stock React?
Isar Aerospace’s Spectrum rocket reached orbit on its second flight, making the German startup the first commercial company to deliver satellites from continental Europe. Its commercial chief says the launch industry is desperate for capacity.
The flight lands while SPCX stock trades publicly for the first time. Shares closed Friday at $147.95, down 1.20%, and the launch looks unlikely to move them far.
SpaceX (SPCX) Stock Performance. Source: Yahoo Finance Why Europe Calls the Spectrum Flight a First
Spectrum lifted off from Andoya Spaceport in northern Norway on Saturday, September 5. It deployed six payloads into low Earth orbit, five cubesats, or shoebox-sized satellites, plus one experiment.
We made history. On just our second flight, we became the first commercial space company from Europe to deliver satellites into orbit. Mission 'Onward and Upward' successfully lifted off and deployed payloads into orbit. A new chapter for European spaceflight. More:… pic.twitter.com/AWvqG2l8Mn
— Isar Aerospace (@isaraerospace) September 5, 2026
That satisfied Isar’s obligation under the European Launcher Challenge, a European Space Agency (ESA) program requiring five selected firms to reach orbit by 2027. Isar got there first.
Last night, @isaraerospace achieved the first launch to orbit from continental Europe. The Spectrum launcher lifted off from Andøya Spaceport in Norway at 21:12 BST/22:12 CEST. Isar Aerospace is the first to reach orbit under @ESA_transport's European Launcher Challenge.… pic.twitter.com/41gn6azaGE
— European Space Agency (@esa) September 6, 2026
Its debut attempt in March 2025 ended 30 seconds after liftoff, when a vent valve opened and the rocket lost attitude control.
Spectrum carries up to 1,000 kilograms, putting it in the small-satellite market, not the bulk capacity Falcon 9 sells.
What the €10 Billion Claim Means for SPCX Stock
Chief Commercial Officer Stella Guillen said demand has outrun supply and put Isar’s pipeline above €10 billion ($11.6 billion). The company has not said how much is signed.
“The demand is so big. There’s a lot of new … projects that have come out, and actually they’re financed,” CNBC reported, citing Guillen.
Isar raised €270 million ($313.6 million) in June from backers including Porsche and the NATO Innovation Fund. Its next problem is industrializing production.
One orbital success is not a launch service, however. SPCX carries a market value near $1.95 trillion and trades on Starlink growth, Falcon cadence and Starship flight test progress, none of which a small European rocket touches yet.
Timing blunts the impact further. Spectrum flew on Saturday, giving traders two days to absorb it before Monday’s open, and shares have swung hard since their June Nasdaq debut at $135.
BeInCrypto flagged $148 as the make-or-break level for SPCX last week. Friday’s close of $147.95 sat directly on it.
Any move at the open therefore reads as noise, not a repricing. The test is whether Spectrum’s next flights look routine, and the level that matters for SPCX is still $148.
The flight lands while SPCX stock trades publicly for the first time. Shares closed Friday at $147.95, down 1.20%, and the launch looks unlikely to move them far.
SpaceX (SPCX) Stock Performance. Source: Yahoo Finance Why Europe Calls the Spectrum Flight a First
Spectrum lifted off from Andoya Spaceport in northern Norway on Saturday, September 5. It deployed six payloads into low Earth orbit, five cubesats, or shoebox-sized satellites, plus one experiment.
We made history. On just our second flight, we became the first commercial space company from Europe to deliver satellites into orbit. Mission 'Onward and Upward' successfully lifted off and deployed payloads into orbit. A new chapter for European spaceflight. More:… pic.twitter.com/AWvqG2l8Mn
— Isar Aerospace (@isaraerospace) September 5, 2026
That satisfied Isar’s obligation under the European Launcher Challenge, a European Space Agency (ESA) program requiring five selected firms to reach orbit by 2027. Isar got there first.
Last night, @isaraerospace achieved the first launch to orbit from continental Europe. The Spectrum launcher lifted off from Andøya Spaceport in Norway at 21:12 BST/22:12 CEST. Isar Aerospace is the first to reach orbit under @ESA_transport's European Launcher Challenge.… pic.twitter.com/41gn6azaGE
— European Space Agency (@esa) September 6, 2026
Its debut attempt in March 2025 ended 30 seconds after liftoff, when a vent valve opened and the rocket lost attitude control.
Spectrum carries up to 1,000 kilograms, putting it in the small-satellite market, not the bulk capacity Falcon 9 sells.
What the €10 Billion Claim Means for SPCX Stock
Chief Commercial Officer Stella Guillen said demand has outrun supply and put Isar’s pipeline above €10 billion ($11.6 billion). The company has not said how much is signed.
“The demand is so big. There’s a lot of new … projects that have come out, and actually they’re financed,” CNBC reported, citing Guillen.
Isar raised €270 million ($313.6 million) in June from backers including Porsche and the NATO Innovation Fund. Its next problem is industrializing production.
One orbital success is not a launch service, however. SPCX carries a market value near $1.95 trillion and trades on Starlink growth, Falcon cadence and Starship flight test progress, none of which a small European rocket touches yet.
Timing blunts the impact further. Spectrum flew on Saturday, giving traders two days to absorb it before Monday’s open, and shares have swung hard since their June Nasdaq debut at $135.
BeInCrypto flagged $148 as the make-or-break level for SPCX last week. Friday’s close of $147.95 sat directly on it.
Any move at the open therefore reads as noise, not a repricing. The test is whether Spectrum’s next flights look routine, and the level that matters for SPCX is still $148.
33
XRP Sits at $1.40: Nobody Wants to Sell, Nobody Wants to BuyRipple released 1 billion XRP from escrow at the start of September, and by the end of the day, only 300 million sat outside new time locks.
XRP price still holds near $1.40. The headline sounded bearish. The ledger says less happened than it looked.
Ripple Released a Billion, Then Re-Locked 700 Million
Three old escrows ended, releasing 500 million, 400 million, and 100 million XRP. Hours later, two new escrows took 500 million and 200 million back.
Ripple Escrow Release Versus Relock: BeInCrypto
That leaves 300 million XRP, worth about $422 million, outside those locks. It moved between Ripple-labelled wallets, so the monthly release is not a sale or an exchange deposit. But it matters anyway.
It still matters because the market could not take it. Buy orders sitting close to the current price add up to $108.2 million, so those 300 million coins are worth almost four times what buyers are ready to absorb.
XRP Near-Price Buying Depth: Charlie Quant Lab
The market held only because nobody tested it.
Older Coins Stopped Moving. So Did the Volume.
So the coins are still there. The question is who is willing to move them, and the answer is almost nobody.
XRP’s 1-2 year holding band rose from 17.3% of supply in late August to about 18.2% now. Therefore, the oldest supply is refusing to move, and despite the pullback since August 22, those holders have not sold into it.
XRP HODL Waves 1-2 Year Band: Glassnode
That stillness cuts both ways. Daily volume (all traders) has fallen every session since the August 22 burst, down to about 27.6 million XRP. So the interest seems very ‘long-term-holder-specific’.
XRP Price Volume and EMAs: TradingView
Meanwhile, the chart is close to a golden cross, the point where the 20-day exponential moving average, an average of closing prices that leans on the most recent days, climbs above the slower 200-day line. The fast line sits at $1.3516 against $1.3540, close enough to cross on any decent day. Crossovers built on falling volume are the ones that fail.
XRP Led the Rally, Then Stopped Leading
Fading volume shows up as lost leadership. Over 21 sessions, XRP gained 42.4% against 27.0% for Bitcoin and 33.8% for Ethereum.
XRP Versus Bitcoin and Ethereum: Charlie Quant Lab
Over the last 14 days, it was the weakest of 20 large coins against that pair, trailing by 5.7%.
XRP Short-Term Relative Strength: Charlie Quant Lab
Futures repeat the pattern. Count the accounts and big traders look confident, 2.86 betting on a rise for every one betting on a fall, against 2.46 for ordinary traders.
XRP Longs by Count Versus Size: BeInCrypto
Weigh those bets by money, and it flips. By size, the ratio drops to 2.09, below the crowd’s count. Most large accounts sit on the bullish side without putting much behind it, and their shorts are the bigger trades.
Funding Gap Turns Negative: Charlie Quant Lab
XRP is one of four majors where that gap runs negative.
XRP Price Levels That Decide It
All of it comes down to one line. XRP trades at $1.4079, above both averages, which keeps the recovery alive. Confirmation sits at $1.4785, about 5% up, the level that has capped every rebound since late August.
Clearing it opens $1.5832, then the $1.6678 to $1.7038 area around the August peak, a 21% move from here. A daily close below $1.3092 breaks the setup.
XRP Price Analysis: TradingView
Analyst’s View: Nobody is selling XRP, and nobody is buying it either. A price only climbs when someone shows up willing to pay more, and right now that person is missing.
XRP Sits at $1.40: Nobody Wants to Sell, Nobody Wants to Buy
Ripple released 1 billion XRP from escrow at the start of September, and by the end of the day, only 300 million sat outside new time locks.
XRP price still holds near $1.40. The headline sounded bearish. The ledger says less happened than it looked.
Ripple Released a Billion, Then Re-Locked 700 Million
Three old escrows ended, releasing 500 million, 400 million, and 100 million XRP. Hours later, two new escrows took 500 million and 200 million back.
Ripple Escrow Release Versus Relock: BeInCrypto
That leaves 300 million XRP, worth about $422 million, outside those locks. It moved between Ripple-labelled wallets, so the monthly release is not a sale or an exchange deposit. But it matters anyway.
It still matters because the market could not take it. Buy orders sitting close to the current price add up to $108.2 million, so those 300 million coins are worth almost four times what buyers are ready to absorb.
XRP Near-Price Buying Depth: Charlie Quant Lab
The market held only because nobody tested it.
Older Coins Stopped Moving. So Did the Volume.
So the coins are still there. The question is who is willing to move them, and the answer is almost nobody.
XRP’s 1-2 year holding band rose from 17.3% of supply in late August to about 18.2% now. Therefore, the oldest supply is refusing to move, and despite the pullback since August 22, those holders have not sold into it.
XRP HODL Waves 1-2 Year Band: Glassnode
That stillness cuts both ways. Daily volume (all traders) has fallen every session since the August 22 burst, down to about 27.6 million XRP. So the interest seems very ‘long-term-holder-specific’.
XRP Price Volume and EMAs: TradingView
Meanwhile, the chart is close to a golden cross, the point where the 20-day exponential moving average, an average of closing prices that leans on the most recent days, climbs above the slower 200-day line. The fast line sits at $1.3516 against $1.3540, close enough to cross on any decent day. Crossovers built on falling volume are the ones that fail.
XRP Led the Rally, Then Stopped Leading
Fading volume shows up as lost leadership. Over 21 sessions, XRP gained 42.4% against 27.0% for Bitcoin and 33.8% for Ethereum.
XRP Versus Bitcoin and Ethereum: Charlie Quant Lab
Over the last 14 days, it was the weakest of 20 large coins against that pair, trailing by 5.7%.
XRP Short-Term Relative Strength: Charlie Quant Lab
Futures repeat the pattern. Count the accounts and big traders look confident, 2.86 betting on a rise for every one betting on a fall, against 2.46 for ordinary traders.
XRP Longs by Count Versus Size: BeInCrypto
Weigh those bets by money, and it flips. By size, the ratio drops to 2.09, below the crowd’s count. Most large accounts sit on the bullish side without putting much behind it, and their shorts are the bigger trades.
Funding Gap Turns Negative: Charlie Quant Lab
XRP is one of four majors where that gap runs negative.
XRP Price Levels That Decide It
All of it comes down to one line. XRP trades at $1.4079, above both averages, which keeps the recovery alive. Confirmation sits at $1.4785, about 5% up, the level that has capped every rebound since late August.
Clearing it opens $1.5832, then the $1.6678 to $1.7038 area around the August peak, a 21% move from here. A daily close below $1.3092 breaks the setup.
XRP Price Analysis: TradingView
Analyst’s View: Nobody is selling XRP, and nobody is buying it either. A price only climbs when someone shows up willing to pay more, and right now that person is missing.
XRP price still holds near $1.40. The headline sounded bearish. The ledger says less happened than it looked.
Ripple Released a Billion, Then Re-Locked 700 Million
Three old escrows ended, releasing 500 million, 400 million, and 100 million XRP. Hours later, two new escrows took 500 million and 200 million back.
Ripple Escrow Release Versus Relock: BeInCrypto
That leaves 300 million XRP, worth about $422 million, outside those locks. It moved between Ripple-labelled wallets, so the monthly release is not a sale or an exchange deposit. But it matters anyway.
It still matters because the market could not take it. Buy orders sitting close to the current price add up to $108.2 million, so those 300 million coins are worth almost four times what buyers are ready to absorb.
XRP Near-Price Buying Depth: Charlie Quant Lab
The market held only because nobody tested it.
Older Coins Stopped Moving. So Did the Volume.
So the coins are still there. The question is who is willing to move them, and the answer is almost nobody.
XRP’s 1-2 year holding band rose from 17.3% of supply in late August to about 18.2% now. Therefore, the oldest supply is refusing to move, and despite the pullback since August 22, those holders have not sold into it.
XRP HODL Waves 1-2 Year Band: Glassnode
That stillness cuts both ways. Daily volume (all traders) has fallen every session since the August 22 burst, down to about 27.6 million XRP. So the interest seems very ‘long-term-holder-specific’.
XRP Price Volume and EMAs: TradingView
Meanwhile, the chart is close to a golden cross, the point where the 20-day exponential moving average, an average of closing prices that leans on the most recent days, climbs above the slower 200-day line. The fast line sits at $1.3516 against $1.3540, close enough to cross on any decent day. Crossovers built on falling volume are the ones that fail.
XRP Led the Rally, Then Stopped Leading
Fading volume shows up as lost leadership. Over 21 sessions, XRP gained 42.4% against 27.0% for Bitcoin and 33.8% for Ethereum.
XRP Versus Bitcoin and Ethereum: Charlie Quant Lab
Over the last 14 days, it was the weakest of 20 large coins against that pair, trailing by 5.7%.
XRP Short-Term Relative Strength: Charlie Quant Lab
Futures repeat the pattern. Count the accounts and big traders look confident, 2.86 betting on a rise for every one betting on a fall, against 2.46 for ordinary traders.
XRP Longs by Count Versus Size: BeInCrypto
Weigh those bets by money, and it flips. By size, the ratio drops to 2.09, below the crowd’s count. Most large accounts sit on the bullish side without putting much behind it, and their shorts are the bigger trades.
Funding Gap Turns Negative: Charlie Quant Lab
XRP is one of four majors where that gap runs negative.
XRP Price Levels That Decide It
All of it comes down to one line. XRP trades at $1.4079, above both averages, which keeps the recovery alive. Confirmation sits at $1.4785, about 5% up, the level that has capped every rebound since late August.
Clearing it opens $1.5832, then the $1.6678 to $1.7038 area around the August peak, a 21% move from here. A daily close below $1.3092 breaks the setup.
XRP Price Analysis: TradingView
Analyst’s View: Nobody is selling XRP, and nobody is buying it either. A price only climbs when someone shows up willing to pay more, and right now that person is missing.
40
Will AI Crash Bitcoin 50%? Vitalik Buterin Weighs InEthereum co-founder Vitalik Buterin has rejected a warning that artificial intelligence (AI) will trigger a Bitcoin crash. He took the opposite side of a claim that BTC could lose more than half its value within two years.
The exchange played out on X on Monday. AI risk commentator Liron Shapira set the terms, and Buterin answered that his portfolio already sits on the other side.
Where the AI Bitcoin Crash Claim Came From
Shapira, who hosts the Doom Debates podcast on AI risk, published his prediction on Monday. He assigned 50% confidence to a fall of more than 50% in BTC prices over two years.
His case for an AI Bitcoin crash rests on security rather than demand. AI, in his view, will erode the guarantees that holders believed protected the network. Buterin answered in the same thread within hours.
I take the opposite side of that.My basic reasons are that I am quite optimistic about cybersecurity in the long term and I see the primary problem as being getting the transition, and I expect BTC to handle at least any issues that do not require social consensus well…
— vitalik.eth (@VitalikButerin) September 7, 2026
Bitcoin’s security rests on mining power and cryptographic hashing. Shapira did not specify which part of Bitcoin security AI would weaken. Similar warnings about AI cyberattacks have spread across the technology sector this year.
Meanwhile, Bitcoin trades near $79,827, so a 50% decline would drag it toward $40,000.
Bitcoin Price Performance. Source: BeInCrypto Markets Why Buterin Trusts the Network to Adapt
Buterin said he remains optimistic about cybersecurity over the long term. Instead, he treats the transition itself as the harder problem.
He expects Bitcoin to absorb any issue that does not require social consensus. Upgrading clients and mining pools against network-layer attacks falls into that group. He puts the odds of an actual break in hashes or proof of work at close to zero.
Buterin also assumed Shapira would say the same about Ethereum (ETH), since both men hold crypto that would fall together.
Ethereum has spent 2026 preparing for the threat from quantum computing. Researchers have started pricing the cost of post-quantum migration.
Rather than stake money on the disagreement, Buterin pointed at his own balance sheet.
“I would offer a bet, but given what my holdings are I’m basically taking this bet … with ~90% of my net worth already,” Buterin, said via X post
Therefore, the AI Bitcoin crash argument now hangs on timing. Shapira has two years to prove his case, while Buterin already holds the other position.
Will AI Crash Bitcoin 50%? Vitalik Buterin Weighs In
Ethereum co-founder Vitalik Buterin has rejected a warning that artificial intelligence (AI) will trigger a Bitcoin crash. He took the opposite side of a claim that BTC could lose more than half its value within two years.
The exchange played out on X on Monday. AI risk commentator Liron Shapira set the terms, and Buterin answered that his portfolio already sits on the other side.
Where the AI Bitcoin Crash Claim Came From
Shapira, who hosts the Doom Debates podcast on AI risk, published his prediction on Monday. He assigned 50% confidence to a fall of more than 50% in BTC prices over two years.
His case for an AI Bitcoin crash rests on security rather than demand. AI, in his view, will erode the guarantees that holders believed protected the network. Buterin answered in the same thread within hours.
I take the opposite side of that.My basic reasons are that I am quite optimistic about cybersecurity in the long term and I see the primary problem as being getting the transition, and I expect BTC to handle at least any issues that do not require social consensus well…
— vitalik.eth (@VitalikButerin) September 7, 2026
Bitcoin’s security rests on mining power and cryptographic hashing. Shapira did not specify which part of Bitcoin security AI would weaken. Similar warnings about AI cyberattacks have spread across the technology sector this year.
Meanwhile, Bitcoin trades near $79,827, so a 50% decline would drag it toward $40,000.
Bitcoin Price Performance. Source: BeInCrypto Markets Why Buterin Trusts the Network to Adapt
Buterin said he remains optimistic about cybersecurity over the long term. Instead, he treats the transition itself as the harder problem.
He expects Bitcoin to absorb any issue that does not require social consensus. Upgrading clients and mining pools against network-layer attacks falls into that group. He puts the odds of an actual break in hashes or proof of work at close to zero.
Buterin also assumed Shapira would say the same about Ethereum (ETH), since both men hold crypto that would fall together.
Ethereum has spent 2026 preparing for the threat from quantum computing. Researchers have started pricing the cost of post-quantum migration.
Rather than stake money on the disagreement, Buterin pointed at his own balance sheet.
“I would offer a bet, but given what my holdings are I’m basically taking this bet … with ~90% of my net worth already,” Buterin, said via X post
Therefore, the AI Bitcoin crash argument now hangs on timing. Shapira has two years to prove his case, while Buterin already holds the other position.
The exchange played out on X on Monday. AI risk commentator Liron Shapira set the terms, and Buterin answered that his portfolio already sits on the other side.
Where the AI Bitcoin Crash Claim Came From
Shapira, who hosts the Doom Debates podcast on AI risk, published his prediction on Monday. He assigned 50% confidence to a fall of more than 50% in BTC prices over two years.
His case for an AI Bitcoin crash rests on security rather than demand. AI, in his view, will erode the guarantees that holders believed protected the network. Buterin answered in the same thread within hours.
I take the opposite side of that.My basic reasons are that I am quite optimistic about cybersecurity in the long term and I see the primary problem as being getting the transition, and I expect BTC to handle at least any issues that do not require social consensus well…
— vitalik.eth (@VitalikButerin) September 7, 2026
Bitcoin’s security rests on mining power and cryptographic hashing. Shapira did not specify which part of Bitcoin security AI would weaken. Similar warnings about AI cyberattacks have spread across the technology sector this year.
Meanwhile, Bitcoin trades near $79,827, so a 50% decline would drag it toward $40,000.
Bitcoin Price Performance. Source: BeInCrypto Markets Why Buterin Trusts the Network to Adapt
Buterin said he remains optimistic about cybersecurity over the long term. Instead, he treats the transition itself as the harder problem.
He expects Bitcoin to absorb any issue that does not require social consensus. Upgrading clients and mining pools against network-layer attacks falls into that group. He puts the odds of an actual break in hashes or proof of work at close to zero.
Buterin also assumed Shapira would say the same about Ethereum (ETH), since both men hold crypto that would fall together.
Ethereum has spent 2026 preparing for the threat from quantum computing. Researchers have started pricing the cost of post-quantum migration.
Rather than stake money on the disagreement, Buterin pointed at his own balance sheet.
“I would offer a bet, but given what my holdings are I’m basically taking this bet … with ~90% of my net worth already,” Buterin, said via X post
Therefore, the AI Bitcoin crash argument now hangs on timing. Shapira has two years to prove his case, while Buterin already holds the other position.
22
Arthur Hayes Buys $2 Million in Uniswap (UNI) Over Two Days With No Catalyst in SightThe Arthur Hayes UNI position topped $2 million on Monday. A wallet that Etherscan labels as his now holds 284,102 tokens after two days of buying.
Onchain Lens put the split at roughly 244,400 UNI on Sunday and 39,700 on Monday. No governance vote, no protocol upgrade, and no obvious market trigger accompanied either order.
Arthur Hayes UNI Buying Ran Across 2 Days
A tracker flagged the second tranche early Monday. It named an address that Etherscan labels “Arthur Hayes 4.”
Etherscan values that stake just above $2 million. The same address also carries roughly 8,013 Ethereum.
Hayes keeps large orders away from open markets. The same wallet has pulled Ethereum and stablecoins from Galaxy Digital, Cumberland and FalconX. That habit predates this trade.
In August he paid up to rebuild an Ether.fi position he had exited earlier in the year.
Hayes made the case himself on X. “Time to run it back turbo,” he posted, recalling the profits he made during the 2020 decentralized finance (DeFi) boom.
He also called UNI his favourite type of sushi. Uni is the Japanese name for sea urchin, a premium sushi topping.
He bought more the next day.
Time to run it back turbo. I made a nice bag on the initial pump during DeFi summer back in the day. And it’s my favourite type of sushi $UNI. pic.twitter.com/vuHdlel42i
— Arthur Hayes (@CryptoHayes) September 6, 2026
Uniswap Still Trades Far Below Its Record
UNI traded near $7.18 on Monday, up 2.55% over 24 hours. Its market value sits near $4.47 billion, which ranks the token 22nd.
The token has gained 76.8% in a month. However, it remains 84% below the record of $44.92 it set in May 2021.
UNI Price Performance. Source: BeInCrypto Markets
Robinhood Chain drove most of that climb. One August fee breakdown put the Arbitrum Orbit network, launched in July, at 66% of everything Uniswap earned across 47 chains.
That gain came against a softer crypto market, which slipped 0.73% early Monday while US exchanges stayed shut for Labor Day.
Other large holders show mixed intent. Nansen-labelled whales lifted UNI holdings from 3.20 million to 3.46 million on September 2. However, the same wallets turned net sellers of $130,256 on decentralized exchanges, which reads as partial profit taking.
Uniswap captures more of that flow than any rival. Whether Hayes timed this entry well will depend on how September closes.
Arthur Hayes Buys $2 Million in Uniswap (UNI) Over Two Days With No Catalyst in Sight
The Arthur Hayes UNI position topped $2 million on Monday. A wallet that Etherscan labels as his now holds 284,102 tokens after two days of buying.
Onchain Lens put the split at roughly 244,400 UNI on Sunday and 39,700 on Monday. No governance vote, no protocol upgrade, and no obvious market trigger accompanied either order.
Arthur Hayes UNI Buying Ran Across 2 Days
A tracker flagged the second tranche early Monday. It named an address that Etherscan labels “Arthur Hayes 4.”
Etherscan values that stake just above $2 million. The same address also carries roughly 8,013 Ethereum.
Hayes keeps large orders away from open markets. The same wallet has pulled Ethereum and stablecoins from Galaxy Digital, Cumberland and FalconX. That habit predates this trade.
In August he paid up to rebuild an Ether.fi position he had exited earlier in the year.
Hayes made the case himself on X. “Time to run it back turbo,” he posted, recalling the profits he made during the 2020 decentralized finance (DeFi) boom.
He also called UNI his favourite type of sushi. Uni is the Japanese name for sea urchin, a premium sushi topping.
He bought more the next day.
Time to run it back turbo. I made a nice bag on the initial pump during DeFi summer back in the day. And it’s my favourite type of sushi $UNI. pic.twitter.com/vuHdlel42i
— Arthur Hayes (@CryptoHayes) September 6, 2026
Uniswap Still Trades Far Below Its Record
UNI traded near $7.18 on Monday, up 2.55% over 24 hours. Its market value sits near $4.47 billion, which ranks the token 22nd.
The token has gained 76.8% in a month. However, it remains 84% below the record of $44.92 it set in May 2021.
UNI Price Performance. Source: BeInCrypto Markets
Robinhood Chain drove most of that climb. One August fee breakdown put the Arbitrum Orbit network, launched in July, at 66% of everything Uniswap earned across 47 chains.
That gain came against a softer crypto market, which slipped 0.73% early Monday while US exchanges stayed shut for Labor Day.
Other large holders show mixed intent. Nansen-labelled whales lifted UNI holdings from 3.20 million to 3.46 million on September 2. However, the same wallets turned net sellers of $130,256 on decentralized exchanges, which reads as partial profit taking.
Uniswap captures more of that flow than any rival. Whether Hayes timed this entry well will depend on how September closes.
Onchain Lens put the split at roughly 244,400 UNI on Sunday and 39,700 on Monday. No governance vote, no protocol upgrade, and no obvious market trigger accompanied either order.
Arthur Hayes UNI Buying Ran Across 2 Days
A tracker flagged the second tranche early Monday. It named an address that Etherscan labels “Arthur Hayes 4.”
Etherscan values that stake just above $2 million. The same address also carries roughly 8,013 Ethereum.
Hayes keeps large orders away from open markets. The same wallet has pulled Ethereum and stablecoins from Galaxy Digital, Cumberland and FalconX. That habit predates this trade.
In August he paid up to rebuild an Ether.fi position he had exited earlier in the year.
Hayes made the case himself on X. “Time to run it back turbo,” he posted, recalling the profits he made during the 2020 decentralized finance (DeFi) boom.
He also called UNI his favourite type of sushi. Uni is the Japanese name for sea urchin, a premium sushi topping.
He bought more the next day.
Time to run it back turbo. I made a nice bag on the initial pump during DeFi summer back in the day. And it’s my favourite type of sushi $UNI. pic.twitter.com/vuHdlel42i
— Arthur Hayes (@CryptoHayes) September 6, 2026
Uniswap Still Trades Far Below Its Record
UNI traded near $7.18 on Monday, up 2.55% over 24 hours. Its market value sits near $4.47 billion, which ranks the token 22nd.
The token has gained 76.8% in a month. However, it remains 84% below the record of $44.92 it set in May 2021.
UNI Price Performance. Source: BeInCrypto Markets
Robinhood Chain drove most of that climb. One August fee breakdown put the Arbitrum Orbit network, launched in July, at 66% of everything Uniswap earned across 47 chains.
That gain came against a softer crypto market, which slipped 0.73% early Monday while US exchanges stayed shut for Labor Day.
Other large holders show mixed intent. Nansen-labelled whales lifted UNI holdings from 3.20 million to 3.46 million on September 2. However, the same wallets turned net sellers of $130,256 on decentralized exchanges, which reads as partial profit taking.
Uniswap captures more of that flow than any rival. Whether Hayes timed this entry well will depend on how September closes.
56
Cozy Finance Exploit Drains $170,000 From DeFi Insurer for a 2nd TimeBlockchain security firm Blockaid flagged a Cozy Finance exploit on Optimism early Monday. The attacker drained roughly $170,000 and bridged the funds out within 13 minutes.
Cozy Finance runs protection markets that let users buy cover against DeFi failures. An earlier Optimism attack cost the protocol about $427,000 in August 2025.
Attacker Bridged the Money Out in 13 Minutes
The exploit transaction landed at 05:43 UTC on Monday, according to OP Mainnet explorer data. It moved about 163,326 USDC.e out of the protocol across 63 token transfers.
Meanwhile, the same transaction burned roughly 1.6 million Cozy PToken (CPT). The attacker then approved a token and pushed the funds through a bridge at 05:56 UTC.
That exit came before Blockaid published its alert. Explorer records show no further movement from the wallet since.
The attacker also prepared well ahead. Records show the attack contract went live on September 2, five days before the drain. The wallet drew its first funds from a Relay solver.
Blockaid also named Cozy Set (CSET) as the abused token contract. That contract remains unverified and still holds about $4,168 in USDC.e.
🚨Community alert:Blockaid detected an ongoing exploit on @cozyfinance on Optimism.170k$ drained so far.More details in 🧵
— Blockaid (@blockaid_) September 7, 2026
Blockaid. Source: X Cozy Finance Exploit Repeats a 2025 Failure
This is not the protocol’s first loss on Optimism. An attacker took about $427,000 in August 2025, security firm Verichains found.
The flaw sat in the withdrawal code, which never checked who completed a redemption. Cozy Finance now ranks fifth among insurance protocols on DefiLlama, holding about $1.3 million.
DefiLlama listed roughly $172,000 on the Optimism side. Therefore, the attacker appears to have swept close to the entire deployment there.
Similar raids keep landing across DeFi. Notional Finance lost $1.73 million last week to an integer overflow bug. Days earlier, Full Sail wound down operations after an attacker took roughly $91,000.
Monday brought a far larger case as well. Roughly $320 million in Bitcoin left the Liquid Network, and the actors claimed white hat intentions on-chain.
However, early loss figures often move. Blockaid first sized an August Flow exploit at $9.3 million before the network put the damage near $410,000.
Blockaid promised more detail as it traces the money. The sum is small, yet a second breach on the same chain raises harder questions.
Cozy Finance Exploit Drains $170,000 From DeFi Insurer for a 2nd Time
Blockchain security firm Blockaid flagged a Cozy Finance exploit on Optimism early Monday. The attacker drained roughly $170,000 and bridged the funds out within 13 minutes.
Cozy Finance runs protection markets that let users buy cover against DeFi failures. An earlier Optimism attack cost the protocol about $427,000 in August 2025.
Attacker Bridged the Money Out in 13 Minutes
The exploit transaction landed at 05:43 UTC on Monday, according to OP Mainnet explorer data. It moved about 163,326 USDC.e out of the protocol across 63 token transfers.
Meanwhile, the same transaction burned roughly 1.6 million Cozy PToken (CPT). The attacker then approved a token and pushed the funds through a bridge at 05:56 UTC.
That exit came before Blockaid published its alert. Explorer records show no further movement from the wallet since.
The attacker also prepared well ahead. Records show the attack contract went live on September 2, five days before the drain. The wallet drew its first funds from a Relay solver.
Blockaid also named Cozy Set (CSET) as the abused token contract. That contract remains unverified and still holds about $4,168 in USDC.e.
🚨Community alert:Blockaid detected an ongoing exploit on @cozyfinance on Optimism.170k$ drained so far.More details in 🧵
— Blockaid (@blockaid_) September 7, 2026
Blockaid. Source: X Cozy Finance Exploit Repeats a 2025 Failure
This is not the protocol’s first loss on Optimism. An attacker took about $427,000 in August 2025, security firm Verichains found.
The flaw sat in the withdrawal code, which never checked who completed a redemption. Cozy Finance now ranks fifth among insurance protocols on DefiLlama, holding about $1.3 million.
DefiLlama listed roughly $172,000 on the Optimism side. Therefore, the attacker appears to have swept close to the entire deployment there.
Similar raids keep landing across DeFi. Notional Finance lost $1.73 million last week to an integer overflow bug. Days earlier, Full Sail wound down operations after an attacker took roughly $91,000.
Monday brought a far larger case as well. Roughly $320 million in Bitcoin left the Liquid Network, and the actors claimed white hat intentions on-chain.
However, early loss figures often move. Blockaid first sized an August Flow exploit at $9.3 million before the network put the damage near $410,000.
Blockaid promised more detail as it traces the money. The sum is small, yet a second breach on the same chain raises harder questions.
Cozy Finance runs protection markets that let users buy cover against DeFi failures. An earlier Optimism attack cost the protocol about $427,000 in August 2025.
Attacker Bridged the Money Out in 13 Minutes
The exploit transaction landed at 05:43 UTC on Monday, according to OP Mainnet explorer data. It moved about 163,326 USDC.e out of the protocol across 63 token transfers.
Meanwhile, the same transaction burned roughly 1.6 million Cozy PToken (CPT). The attacker then approved a token and pushed the funds through a bridge at 05:56 UTC.
That exit came before Blockaid published its alert. Explorer records show no further movement from the wallet since.
The attacker also prepared well ahead. Records show the attack contract went live on September 2, five days before the drain. The wallet drew its first funds from a Relay solver.
Blockaid also named Cozy Set (CSET) as the abused token contract. That contract remains unverified and still holds about $4,168 in USDC.e.
🚨Community alert:Blockaid detected an ongoing exploit on @cozyfinance on Optimism.170k$ drained so far.More details in 🧵
— Blockaid (@blockaid_) September 7, 2026
Blockaid. Source: X Cozy Finance Exploit Repeats a 2025 Failure
This is not the protocol’s first loss on Optimism. An attacker took about $427,000 in August 2025, security firm Verichains found.
The flaw sat in the withdrawal code, which never checked who completed a redemption. Cozy Finance now ranks fifth among insurance protocols on DefiLlama, holding about $1.3 million.
DefiLlama listed roughly $172,000 on the Optimism side. Therefore, the attacker appears to have swept close to the entire deployment there.
Similar raids keep landing across DeFi. Notional Finance lost $1.73 million last week to an integer overflow bug. Days earlier, Full Sail wound down operations after an attacker took roughly $91,000.
Monday brought a far larger case as well. Roughly $320 million in Bitcoin left the Liquid Network, and the actors claimed white hat intentions on-chain.
However, early loss figures often move. Blockaid first sized an August Flow exploit at $9.3 million before the network put the damage near $410,000.
Blockaid promised more detail as it traces the money. The sum is small, yet a second breach on the same chain raises harder questions.
19
A Better Trade Than Bitcoin or Gold in 2026 Is Sitting in Your KitchenRaw sugar futures have gained roughly 20% in 2026, outpacing Bitcoin (BTC), gold, and the S&P 500 as the European Union, Brazil, and India signal tighter supply.
The rally accelerated last month, when the contract climbed 21.5% for its strongest monthly gain since October 2010. Bitcoin and gold both posted gains in August, yet neither holds a comparable lead this year.
Why the Sweetener Turned Scarce
The FAO Sugar Price Index averaged 106.4 points in August, up 11.9% from July and the highest reading since June 2025. The agency tied the move to a tighter 2026/27 supply outlook.
The agency pointed to several key pressure points:
Heat and drought forced the EU to cut sugarbeet yield forecasts on already smaller plantings.
El Niño clouded output prospects across Asia, while Brazil’s Center-South growing belt produced less.
India’s duty-free raw sugar import plan added further pressure to international prices.
“The surge reflected expectations of lower sugar beet yields in the European Union due to adverse weather, concerns over the impact of El Niño on production prospects in key producing countries in Asia, lower sugar production in Brazil, and India’s announcement of duty-free raw sugar imports,” the report said.
Forecasters have moved in one direction. The European Commission expects EU output to fall 19% to 13.4 million metric tons in 2026/27. Citi projects a world deficit of 1.3 million tons, while Green Pool Commodity Specialists estimates 3.2 million.
Follow us on X to get the latest news as it happens
Bitcoin and Gold Won August, Sugar Won the Year
That kind of supply squeeze is the sort of setup crypto traders normally chase. So how does sugar stack up against Bitcoin and the rest of the market?
Bitcoin trades near $79,800 after gaining roughly 25% last month, its strongest stretch since November 2024. Even so, BTC sits about 8.8% lower for 2026.
Gold advanced about 10% in August, its best month since January. However, a slide in early September left it up just 1.7% for the year. The S&P 500 has climbed nearly 13% in 2026, well short of sugar’s 20% advance.
Sugar Vs. Bitcoin, Gold, and The S&P 500. Source: BeInCrypto
Sugar has therefore outperformed the flagship crypto asset, the classic inflation hedge, and the benchmark US equity index all at once. A soft commodity has quietly outrun three assets that dominate market coverage.
Meanwhile, Citi ranks sugar as its strongest bullish conviction across agricultural commodities on the Intercontinental Exchange. The bank now sees prices reaching 19 cents per pound within a quarter, citing shrinking inventories and worsening weather in India, Thailand, and the EU.
Rising oil prices give producers another reason to route cane into ethanol rather than export sugar. With crude above $90 a barrel, that diversion strengthens the case for higher prices.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
A Better Trade Than Bitcoin or Gold in 2026 Is Sitting in Your Kitchen
Raw sugar futures have gained roughly 20% in 2026, outpacing Bitcoin (BTC), gold, and the S&P 500 as the European Union, Brazil, and India signal tighter supply.
The rally accelerated last month, when the contract climbed 21.5% for its strongest monthly gain since October 2010. Bitcoin and gold both posted gains in August, yet neither holds a comparable lead this year.
Why the Sweetener Turned Scarce
The FAO Sugar Price Index averaged 106.4 points in August, up 11.9% from July and the highest reading since June 2025. The agency tied the move to a tighter 2026/27 supply outlook.
The agency pointed to several key pressure points:
Heat and drought forced the EU to cut sugarbeet yield forecasts on already smaller plantings.
El Niño clouded output prospects across Asia, while Brazil’s Center-South growing belt produced less.
India’s duty-free raw sugar import plan added further pressure to international prices.
“The surge reflected expectations of lower sugar beet yields in the European Union due to adverse weather, concerns over the impact of El Niño on production prospects in key producing countries in Asia, lower sugar production in Brazil, and India’s announcement of duty-free raw sugar imports,” the report said.
Forecasters have moved in one direction. The European Commission expects EU output to fall 19% to 13.4 million metric tons in 2026/27. Citi projects a world deficit of 1.3 million tons, while Green Pool Commodity Specialists estimates 3.2 million.
Follow us on X to get the latest news as it happens
Bitcoin and Gold Won August, Sugar Won the Year
That kind of supply squeeze is the sort of setup crypto traders normally chase. So how does sugar stack up against Bitcoin and the rest of the market?
Bitcoin trades near $79,800 after gaining roughly 25% last month, its strongest stretch since November 2024. Even so, BTC sits about 8.8% lower for 2026.
Gold advanced about 10% in August, its best month since January. However, a slide in early September left it up just 1.7% for the year. The S&P 500 has climbed nearly 13% in 2026, well short of sugar’s 20% advance.
Sugar Vs. Bitcoin, Gold, and The S&P 500. Source: BeInCrypto
Sugar has therefore outperformed the flagship crypto asset, the classic inflation hedge, and the benchmark US equity index all at once. A soft commodity has quietly outrun three assets that dominate market coverage.
Meanwhile, Citi ranks sugar as its strongest bullish conviction across agricultural commodities on the Intercontinental Exchange. The bank now sees prices reaching 19 cents per pound within a quarter, citing shrinking inventories and worsening weather in India, Thailand, and the EU.
Rising oil prices give producers another reason to route cane into ethanol rather than export sugar. With crude above $90 a barrel, that diversion strengthens the case for higher prices.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
The rally accelerated last month, when the contract climbed 21.5% for its strongest monthly gain since October 2010. Bitcoin and gold both posted gains in August, yet neither holds a comparable lead this year.
Why the Sweetener Turned Scarce
The FAO Sugar Price Index averaged 106.4 points in August, up 11.9% from July and the highest reading since June 2025. The agency tied the move to a tighter 2026/27 supply outlook.
The agency pointed to several key pressure points:
Heat and drought forced the EU to cut sugarbeet yield forecasts on already smaller plantings.
El Niño clouded output prospects across Asia, while Brazil’s Center-South growing belt produced less.
India’s duty-free raw sugar import plan added further pressure to international prices.
“The surge reflected expectations of lower sugar beet yields in the European Union due to adverse weather, concerns over the impact of El Niño on production prospects in key producing countries in Asia, lower sugar production in Brazil, and India’s announcement of duty-free raw sugar imports,” the report said.
Forecasters have moved in one direction. The European Commission expects EU output to fall 19% to 13.4 million metric tons in 2026/27. Citi projects a world deficit of 1.3 million tons, while Green Pool Commodity Specialists estimates 3.2 million.
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Bitcoin and Gold Won August, Sugar Won the Year
That kind of supply squeeze is the sort of setup crypto traders normally chase. So how does sugar stack up against Bitcoin and the rest of the market?
Bitcoin trades near $79,800 after gaining roughly 25% last month, its strongest stretch since November 2024. Even so, BTC sits about 8.8% lower for 2026.
Gold advanced about 10% in August, its best month since January. However, a slide in early September left it up just 1.7% for the year. The S&P 500 has climbed nearly 13% in 2026, well short of sugar’s 20% advance.
Sugar Vs. Bitcoin, Gold, and The S&P 500. Source: BeInCrypto
Sugar has therefore outperformed the flagship crypto asset, the classic inflation hedge, and the benchmark US equity index all at once. A soft commodity has quietly outrun three assets that dominate market coverage.
Meanwhile, Citi ranks sugar as its strongest bullish conviction across agricultural commodities on the Intercontinental Exchange. The bank now sees prices reaching 19 cents per pound within a quarter, citing shrinking inventories and worsening weather in India, Thailand, and the EU.
Rising oil prices give producers another reason to route cane into ethanol rather than export sugar. With crude above $90 a barrel, that diversion strengthens the case for higher prices.
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34
Harmony Is Shutting Down. ONE Holders Get Ethereum Tokens AutomaticallyHarmony will shut down the blockchain it launched in 2019 and migrate its native token, Harmony (ONE), to Ethereum (ETH) as a new ERC-20 asset.
The team cited threats from state actors and artificial intelligence (AI) agents. Validators can begin switching off their nodes on Thursday.
Harmony Follows BounceBit Out of the Layer 1 Business
The sunset caps a punishing stretch for the network. In August, an exploit minted roughly 4 billion ONE, about 26% of the total supply, and sent the token to a record low of $0.0005735.
Harmony answered with a rollback. The chain was a target long before that. A 2022 breach of its Horizon Bridge drained close to $99.6 million.
Meanwhile, the retreat follows a pattern. BounceBit also retired its Layer 1 in August after an attacker moved 286.5 million BB, reissuing the token on BNB Chain.
The sunset notice did not name the two events, though.
“The threats posed by state actors and AI agents are too great. Since our mainnet launch in 2019, our community has been resilient through attacks and changes—but it is time to fully sunset the Harmony network,” the team said.
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What Happens to ONE Holders
Holders do not need to claim anything. Harmony will snapshot balances at the final block, then airdrop new tokens to the same addresses on Ethereum.
Multisig safes, liquidity pools, and onchain applications cannot travel with them. Harmony urged users to exit every smart contract before September 10.
Validators may power down from 7 a.m. Pacific on September 10. A pool worth $1.372 million will pay those who sign an agreement and stay on as governors.
Total supply and the emission rate stay unchanged. Future emissions will instead fund an AI video venture Harmony calls The Remix Economy.
Harmony describes an open library of prompts and assets that fans fork and AI agents expand into dozens of stories per branch. It projects millions of remixes per day and will subsidize operators’ hardware for a year while requiring operators to stake tokens.
Harmony (ONE) Price Performance. Source: BeInCrypto Markets
Meanwhile, the network’s native token has yet to see the benefits of this pivot. It has dropped over 2% in the past day.
ONE traded near $0.00074 on Monday, roughly 29% above the record low it set on August 12. Its market value is near $11 million, placing it outside the top 1,000 tokens by market cap.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
Harmony Is Shutting Down. ONE Holders Get Ethereum Tokens Automatically
Harmony will shut down the blockchain it launched in 2019 and migrate its native token, Harmony (ONE), to Ethereum (ETH) as a new ERC-20 asset.
The team cited threats from state actors and artificial intelligence (AI) agents. Validators can begin switching off their nodes on Thursday.
Harmony Follows BounceBit Out of the Layer 1 Business
The sunset caps a punishing stretch for the network. In August, an exploit minted roughly 4 billion ONE, about 26% of the total supply, and sent the token to a record low of $0.0005735.
Harmony answered with a rollback. The chain was a target long before that. A 2022 breach of its Horizon Bridge drained close to $99.6 million.
Meanwhile, the retreat follows a pattern. BounceBit also retired its Layer 1 in August after an attacker moved 286.5 million BB, reissuing the token on BNB Chain.
The sunset notice did not name the two events, though.
“The threats posed by state actors and AI agents are too great. Since our mainnet launch in 2019, our community has been resilient through attacks and changes—but it is time to fully sunset the Harmony network,” the team said.
Follow us on X to get the latest news as it happens
What Happens to ONE Holders
Holders do not need to claim anything. Harmony will snapshot balances at the final block, then airdrop new tokens to the same addresses on Ethereum.
Multisig safes, liquidity pools, and onchain applications cannot travel with them. Harmony urged users to exit every smart contract before September 10.
Validators may power down from 7 a.m. Pacific on September 10. A pool worth $1.372 million will pay those who sign an agreement and stay on as governors.
Total supply and the emission rate stay unchanged. Future emissions will instead fund an AI video venture Harmony calls The Remix Economy.
Harmony describes an open library of prompts and assets that fans fork and AI agents expand into dozens of stories per branch. It projects millions of remixes per day and will subsidize operators’ hardware for a year while requiring operators to stake tokens.
Harmony (ONE) Price Performance. Source: BeInCrypto Markets
Meanwhile, the network’s native token has yet to see the benefits of this pivot. It has dropped over 2% in the past day.
ONE traded near $0.00074 on Monday, roughly 29% above the record low it set on August 12. Its market value is near $11 million, placing it outside the top 1,000 tokens by market cap.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
The team cited threats from state actors and artificial intelligence (AI) agents. Validators can begin switching off their nodes on Thursday.
Harmony Follows BounceBit Out of the Layer 1 Business
The sunset caps a punishing stretch for the network. In August, an exploit minted roughly 4 billion ONE, about 26% of the total supply, and sent the token to a record low of $0.0005735.
Harmony answered with a rollback. The chain was a target long before that. A 2022 breach of its Horizon Bridge drained close to $99.6 million.
Meanwhile, the retreat follows a pattern. BounceBit also retired its Layer 1 in August after an attacker moved 286.5 million BB, reissuing the token on BNB Chain.
The sunset notice did not name the two events, though.
“The threats posed by state actors and AI agents are too great. Since our mainnet launch in 2019, our community has been resilient through attacks and changes—but it is time to fully sunset the Harmony network,” the team said.
Follow us on X to get the latest news as it happens
What Happens to ONE Holders
Holders do not need to claim anything. Harmony will snapshot balances at the final block, then airdrop new tokens to the same addresses on Ethereum.
Multisig safes, liquidity pools, and onchain applications cannot travel with them. Harmony urged users to exit every smart contract before September 10.
Validators may power down from 7 a.m. Pacific on September 10. A pool worth $1.372 million will pay those who sign an agreement and stay on as governors.
Total supply and the emission rate stay unchanged. Future emissions will instead fund an AI video venture Harmony calls The Remix Economy.
Harmony describes an open library of prompts and assets that fans fork and AI agents expand into dozens of stories per branch. It projects millions of remixes per day and will subsidize operators’ hardware for a year while requiring operators to stake tokens.
Harmony (ONE) Price Performance. Source: BeInCrypto Markets
Meanwhile, the network’s native token has yet to see the benefits of this pivot. It has dropped over 2% in the past day.
ONE traded near $0.00074 on Monday, roughly 29% above the record low it set on August 12. Its market value is near $11 million, placing it outside the top 1,000 tokens by market cap.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
151
Trump Again Touts Intel Stock Gains in AI Image, Claims He Made ‘Hundreds of Billions'President Donald Trump posted an AI-generated image of himself day trading Intel (INTC) stock from $20 to $95, paired with a Truth Social boast about making “Hundreds of Billions of Dollars” on stocks.
It is the second time Trump has shared this exact image style. A nearly identical post last September showed Intel rising from $20 to $30, after the government took a 9.9% stake in the chipmaker.
Trump’s Intel Stock Pattern
This time, the numbers track reality closely. Intel Corporation (INTC) shares closed at $95.80 on September 4, then touched $95.89 two days later, nearly quadrupling off their 52-week low of $24.05.
This is the second time this image has been posted, now with an updated price for Intel stock. Image Source: Truth Social
The repeat post also fits a wider habit. A CNN investigation found Trump bought stock in 21 companies shortly before posting favorable messages about them on Truth Social.
Ethics filings with the U.S. Office of Government Ethics (OGE) show accounts tied to Trump built Intel and Dell Technologies (DELL) positions before he publicly praised both. Dell stock has since climbed more than 300% this year.
A similar post about SpaceX (SPCX) in August drew comparable scrutiny, though later data showed that stock’s gain had begun in premarket trading before Trump posted, undercutting a direct link.
Presidential Stock Social Posting
Presidents are not barred from trading stocks while in office, unlike most other federal officials. Trump also has not placed his assets in a blind trust, so he can see what his managers buy or sell. Ethics experts say that setup leaves room for conflicts other officials do not face.
Republican Senator Josh Hawley joined Democrats last year on a bill to ban both congressional and presidential stock trading. Trump pushed back hard, framing it as an attack from a junior senator rather than a genuine ethics fix.
A CNN review found the reverse pattern is rare, however. Most of Trump’s thousands of disclosed trades were never followed by a related Truth Social post. There were also no direct evidence ties the posts to his trading decisions.
The government’s 9.9% Intel stake, bought at $20.47 per share in August 2025, is now worth several times its original value on paper. Meanwhile, the pattern of presidential posts near stock gains keeps drawing scrutiny from ethics watchdogs.
Trump Again Touts Intel Stock Gains in AI Image, Claims He Made ‘Hundreds of Billions'
President Donald Trump posted an AI-generated image of himself day trading Intel (INTC) stock from $20 to $95, paired with a Truth Social boast about making “Hundreds of Billions of Dollars” on stocks.
It is the second time Trump has shared this exact image style. A nearly identical post last September showed Intel rising from $20 to $30, after the government took a 9.9% stake in the chipmaker.
Trump’s Intel Stock Pattern
This time, the numbers track reality closely. Intel Corporation (INTC) shares closed at $95.80 on September 4, then touched $95.89 two days later, nearly quadrupling off their 52-week low of $24.05.
This is the second time this image has been posted, now with an updated price for Intel stock. Image Source: Truth Social
The repeat post also fits a wider habit. A CNN investigation found Trump bought stock in 21 companies shortly before posting favorable messages about them on Truth Social.
Ethics filings with the U.S. Office of Government Ethics (OGE) show accounts tied to Trump built Intel and Dell Technologies (DELL) positions before he publicly praised both. Dell stock has since climbed more than 300% this year.
A similar post about SpaceX (SPCX) in August drew comparable scrutiny, though later data showed that stock’s gain had begun in premarket trading before Trump posted, undercutting a direct link.
Presidential Stock Social Posting
Presidents are not barred from trading stocks while in office, unlike most other federal officials. Trump also has not placed his assets in a blind trust, so he can see what his managers buy or sell. Ethics experts say that setup leaves room for conflicts other officials do not face.
Republican Senator Josh Hawley joined Democrats last year on a bill to ban both congressional and presidential stock trading. Trump pushed back hard, framing it as an attack from a junior senator rather than a genuine ethics fix.
A CNN review found the reverse pattern is rare, however. Most of Trump’s thousands of disclosed trades were never followed by a related Truth Social post. There were also no direct evidence ties the posts to his trading decisions.
The government’s 9.9% Intel stake, bought at $20.47 per share in August 2025, is now worth several times its original value on paper. Meanwhile, the pattern of presidential posts near stock gains keeps drawing scrutiny from ethics watchdogs.
It is the second time Trump has shared this exact image style. A nearly identical post last September showed Intel rising from $20 to $30, after the government took a 9.9% stake in the chipmaker.
Trump’s Intel Stock Pattern
This time, the numbers track reality closely. Intel Corporation (INTC) shares closed at $95.80 on September 4, then touched $95.89 two days later, nearly quadrupling off their 52-week low of $24.05.
This is the second time this image has been posted, now with an updated price for Intel stock. Image Source: Truth Social
The repeat post also fits a wider habit. A CNN investigation found Trump bought stock in 21 companies shortly before posting favorable messages about them on Truth Social.
Ethics filings with the U.S. Office of Government Ethics (OGE) show accounts tied to Trump built Intel and Dell Technologies (DELL) positions before he publicly praised both. Dell stock has since climbed more than 300% this year.
A similar post about SpaceX (SPCX) in August drew comparable scrutiny, though later data showed that stock’s gain had begun in premarket trading before Trump posted, undercutting a direct link.
Presidential Stock Social Posting
Presidents are not barred from trading stocks while in office, unlike most other federal officials. Trump also has not placed his assets in a blind trust, so he can see what his managers buy or sell. Ethics experts say that setup leaves room for conflicts other officials do not face.
Republican Senator Josh Hawley joined Democrats last year on a bill to ban both congressional and presidential stock trading. Trump pushed back hard, framing it as an attack from a junior senator rather than a genuine ethics fix.
A CNN review found the reverse pattern is rare, however. Most of Trump’s thousands of disclosed trades were never followed by a related Truth Social post. There were also no direct evidence ties the posts to his trading decisions.
The government’s 9.9% Intel stake, bought at $20.47 per share in August 2025, is now worth several times its original value on paper. Meanwhile, the pattern of presidential posts near stock gains keeps drawing scrutiny from ethics watchdogs.
34
3 Token Unlocks to Watch in the Second Week of September 2026The crypto market will welcome tokens worth roughly $325.6 million in the second week of September 2026. Major projects, including Aptos (APT), Linea (LINEA), and Cheelee (CHEEL), will release new token supplies.
These unlocks could introduce market volatility and influence short-term price movements. So, here’s a breakdown of what to watch.
1. Aptos (APT)
Unlock Date: September 11
Number of Tokens to be Unlocked: 11.31 million APT
Released Supply: 1.74 billion APT
Total supply: 2.09 billion APT (Y2035)
Aptos is a Layer-1 blockchain platform designed for scalability, security, and efficiency in decentralized applications (dApps) and Web3 ecosystems. It utilizes the Move programming language to enable high-throughput transactions and smart contract execution.
Aptos will release 11.31 million tokens on September 11. The tokens are worth $7.09 million. It represents 0.65% of the released supply.
APT Crypto Token Unlock in September. Source: Tokenomist
The team will award 3.96 million APT to core contributors. The community and investors will get 3.21 million and 2.81 million tokens, respectively. Additionally, Aptos will allocate 1.33 million tokens to the foundation.
2. Linea (LINEA)
Unlock Date: September 10
Number of Tokens to be Unlocked: 960.13 million LINEA
Released Supply: 31.92 billion LINEA
Total supply: 72.01 billion LINEA
Linea is a zkEVM Layer-2 scaling solution for Ethereum (ETH). The network provides fast, low-cost transactions while maintaining compatibility with Ethereum tools and security.
The network will unlock 960.13 million tokens, valued at approximately $2.75 million, on September 10. The upcoming unlock represents 3% of the released supply
LINEA Crypto Token Unlock in September. Source: Tokenomist
Linea will keep 480.07 million tokens for Linea Consortium (long-term alignment), and 480.07 million LINEA for Linea Consortium (Ignition).
3. Cheelee (CHEEL)
Unlock Date: September 13
Number of Tokens to be Unlocked: 6.42 million CHEEL
Released Supply: 813.4 million CHEEL
Total supply: 1 billion CHEEL
Cheelee is a SocialFi hybrid platform that rewards users with LEE tokens for watching short videos. It blends familiar social media mechanics with blockchain-based incentives. The platform utilizes its token, CHEEL, for governance, content promotion, and advertising.
The team will release 6.42 million tokens on September 13. The tokens are worth around $2.24 million and represent 0.79% of the current released supply.
CHEEL Crypto Token Unlock in September. Source: Tokenomist
Cheelee will keep 3.4 million tokens for the reserve fund. Furthermore, it will assign 2.78 million tokens to the team. Advisors will get around 208,330 altcoins. Lastly, the team will direct 27,780 tokens to a private round.
In addition to these, other prominent unlocks that investors can look out for in the second week of September include peaq (PEAQ), Babylon (BABY), Movement (MOVE), and more.
3 Token Unlocks to Watch in the Second Week of September 2026
The crypto market will welcome tokens worth roughly $325.6 million in the second week of September 2026. Major projects, including Aptos (APT), Linea (LINEA), and Cheelee (CHEEL), will release new token supplies.
These unlocks could introduce market volatility and influence short-term price movements. So, here’s a breakdown of what to watch.
1. Aptos (APT)
Unlock Date: September 11
Number of Tokens to be Unlocked: 11.31 million APT
Released Supply: 1.74 billion APT
Total supply: 2.09 billion APT (Y2035)
Aptos is a Layer-1 blockchain platform designed for scalability, security, and efficiency in decentralized applications (dApps) and Web3 ecosystems. It utilizes the Move programming language to enable high-throughput transactions and smart contract execution.
Aptos will release 11.31 million tokens on September 11. The tokens are worth $7.09 million. It represents 0.65% of the released supply.
APT Crypto Token Unlock in September. Source: Tokenomist
The team will award 3.96 million APT to core contributors. The community and investors will get 3.21 million and 2.81 million tokens, respectively. Additionally, Aptos will allocate 1.33 million tokens to the foundation.
2. Linea (LINEA)
Unlock Date: September 10
Number of Tokens to be Unlocked: 960.13 million LINEA
Released Supply: 31.92 billion LINEA
Total supply: 72.01 billion LINEA
Linea is a zkEVM Layer-2 scaling solution for Ethereum (ETH). The network provides fast, low-cost transactions while maintaining compatibility with Ethereum tools and security.
The network will unlock 960.13 million tokens, valued at approximately $2.75 million, on September 10. The upcoming unlock represents 3% of the released supply
LINEA Crypto Token Unlock in September. Source: Tokenomist
Linea will keep 480.07 million tokens for Linea Consortium (long-term alignment), and 480.07 million LINEA for Linea Consortium (Ignition).
3. Cheelee (CHEEL)
Unlock Date: September 13
Number of Tokens to be Unlocked: 6.42 million CHEEL
Released Supply: 813.4 million CHEEL
Total supply: 1 billion CHEEL
Cheelee is a SocialFi hybrid platform that rewards users with LEE tokens for watching short videos. It blends familiar social media mechanics with blockchain-based incentives. The platform utilizes its token, CHEEL, for governance, content promotion, and advertising.
The team will release 6.42 million tokens on September 13. The tokens are worth around $2.24 million and represent 0.79% of the current released supply.
CHEEL Crypto Token Unlock in September. Source: Tokenomist
Cheelee will keep 3.4 million tokens for the reserve fund. Furthermore, it will assign 2.78 million tokens to the team. Advisors will get around 208,330 altcoins. Lastly, the team will direct 27,780 tokens to a private round.
In addition to these, other prominent unlocks that investors can look out for in the second week of September include peaq (PEAQ), Babylon (BABY), Movement (MOVE), and more.
These unlocks could introduce market volatility and influence short-term price movements. So, here’s a breakdown of what to watch.
1. Aptos (APT)
Unlock Date: September 11
Number of Tokens to be Unlocked: 11.31 million APT
Released Supply: 1.74 billion APT
Total supply: 2.09 billion APT (Y2035)
Aptos is a Layer-1 blockchain platform designed for scalability, security, and efficiency in decentralized applications (dApps) and Web3 ecosystems. It utilizes the Move programming language to enable high-throughput transactions and smart contract execution.
Aptos will release 11.31 million tokens on September 11. The tokens are worth $7.09 million. It represents 0.65% of the released supply.
APT Crypto Token Unlock in September. Source: Tokenomist
The team will award 3.96 million APT to core contributors. The community and investors will get 3.21 million and 2.81 million tokens, respectively. Additionally, Aptos will allocate 1.33 million tokens to the foundation.
2. Linea (LINEA)
Unlock Date: September 10
Number of Tokens to be Unlocked: 960.13 million LINEA
Released Supply: 31.92 billion LINEA
Total supply: 72.01 billion LINEA
Linea is a zkEVM Layer-2 scaling solution for Ethereum (ETH). The network provides fast, low-cost transactions while maintaining compatibility with Ethereum tools and security.
The network will unlock 960.13 million tokens, valued at approximately $2.75 million, on September 10. The upcoming unlock represents 3% of the released supply
LINEA Crypto Token Unlock in September. Source: Tokenomist
Linea will keep 480.07 million tokens for Linea Consortium (long-term alignment), and 480.07 million LINEA for Linea Consortium (Ignition).
3. Cheelee (CHEEL)
Unlock Date: September 13
Number of Tokens to be Unlocked: 6.42 million CHEEL
Released Supply: 813.4 million CHEEL
Total supply: 1 billion CHEEL
Cheelee is a SocialFi hybrid platform that rewards users with LEE tokens for watching short videos. It blends familiar social media mechanics with blockchain-based incentives. The platform utilizes its token, CHEEL, for governance, content promotion, and advertising.
The team will release 6.42 million tokens on September 13. The tokens are worth around $2.24 million and represent 0.79% of the current released supply.
CHEEL Crypto Token Unlock in September. Source: Tokenomist
Cheelee will keep 3.4 million tokens for the reserve fund. Furthermore, it will assign 2.78 million tokens to the team. Advisors will get around 208,330 altcoins. Lastly, the team will direct 27,780 tokens to a private round.
In addition to these, other prominent unlocks that investors can look out for in the second week of September include peaq (PEAQ), Babylon (BABY), Movement (MOVE), and more.
232
Goldman Strategist Holds 12,000 KOSPI Target: Will Memory Earnings Close a 74% Gap?South Korea’s KOSPI index would need to climb roughly 74% to reach the level Goldman Sachs strategist Timothy Moe still expects. He is holding a 12,000 target set before the index lost a quarter of its value.
Moe, the bank’s chief Asia Pacific equity strategist, published the call three months ago and has not revised it. What has changed is the price, not his forecast.
Why the KOSPI Rally Turned Violent
The index still trades near 6,899, up roughly 60% in 2026, even after slipping about 24% from its June record close.
KOSPI Performance in 2026. Source: Google Finance
Its two heavyweights have done most of the lifting. SK Hynix has gained about 157% year to date, while Samsung Electronics has more than doubled, up 106%.
The path there has been anything but smooth. July delivered the sharpest reversal, when a leveraged ETF unwind hit Korean retail investors hard.
Leveraged funds tracking the two chipmakers then posted their first monthly outflow in August, shedding close to $1 billion. Swings got wide enough that Bitcoin (BTC) spent stretches of 2026 calmer than the KOSPI.
Follow us on X to get the latest news as it happens
Goldman KOSPI Target: Why 12,000 Is Still on the Table
Still, Moe’s case rests on earnings. He expects KOSPI members to deliver earnings growth near 360% this year, cooling to roughly 35% in 2027.
“We’re still holding to it — it’s driven by what we think will be earnings delivery..The market is underpricing the duration of this earning cycle,” he said.
Valuation does much of the remaining work. His 12,000 target assumes 7.5 times forward earnings. The index currently fetches 5.3 times, about half its seven-year average.
Demand supplies the rest. Moe estimates US Big Tech spending will top $1.2 trillion next year, far above earlier projections near $800 billion.
Risks cut the other way, too. He flags Chinese rival ChangXin Memory Technologies, known as CXMT, as well as potential political resistance to new data centers in the United States.
Delivery remains the sticking point. Samsung and SK Hynix have posted strong quarters this year with little market reward, so the next results will test whether earnings alone can close a 74% gap.
Moe is not the only strategist leaning into the dip. Morgan Stanley lifted Korea to overweight in early August, with a target of 9,000.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
Goldman Strategist Holds 12,000 KOSPI Target: Will Memory Earnings Close a 74% Gap?
South Korea’s KOSPI index would need to climb roughly 74% to reach the level Goldman Sachs strategist Timothy Moe still expects. He is holding a 12,000 target set before the index lost a quarter of its value.
Moe, the bank’s chief Asia Pacific equity strategist, published the call three months ago and has not revised it. What has changed is the price, not his forecast.
Why the KOSPI Rally Turned Violent
The index still trades near 6,899, up roughly 60% in 2026, even after slipping about 24% from its June record close.
KOSPI Performance in 2026. Source: Google Finance
Its two heavyweights have done most of the lifting. SK Hynix has gained about 157% year to date, while Samsung Electronics has more than doubled, up 106%.
The path there has been anything but smooth. July delivered the sharpest reversal, when a leveraged ETF unwind hit Korean retail investors hard.
Leveraged funds tracking the two chipmakers then posted their first monthly outflow in August, shedding close to $1 billion. Swings got wide enough that Bitcoin (BTC) spent stretches of 2026 calmer than the KOSPI.
Follow us on X to get the latest news as it happens
Goldman KOSPI Target: Why 12,000 Is Still on the Table
Still, Moe’s case rests on earnings. He expects KOSPI members to deliver earnings growth near 360% this year, cooling to roughly 35% in 2027.
“We’re still holding to it — it’s driven by what we think will be earnings delivery..The market is underpricing the duration of this earning cycle,” he said.
Valuation does much of the remaining work. His 12,000 target assumes 7.5 times forward earnings. The index currently fetches 5.3 times, about half its seven-year average.
Demand supplies the rest. Moe estimates US Big Tech spending will top $1.2 trillion next year, far above earlier projections near $800 billion.
Risks cut the other way, too. He flags Chinese rival ChangXin Memory Technologies, known as CXMT, as well as potential political resistance to new data centers in the United States.
Delivery remains the sticking point. Samsung and SK Hynix have posted strong quarters this year with little market reward, so the next results will test whether earnings alone can close a 74% gap.
Moe is not the only strategist leaning into the dip. Morgan Stanley lifted Korea to overweight in early August, with a target of 9,000.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
Moe, the bank’s chief Asia Pacific equity strategist, published the call three months ago and has not revised it. What has changed is the price, not his forecast.
Why the KOSPI Rally Turned Violent
The index still trades near 6,899, up roughly 60% in 2026, even after slipping about 24% from its June record close.
KOSPI Performance in 2026. Source: Google Finance
Its two heavyweights have done most of the lifting. SK Hynix has gained about 157% year to date, while Samsung Electronics has more than doubled, up 106%.
The path there has been anything but smooth. July delivered the sharpest reversal, when a leveraged ETF unwind hit Korean retail investors hard.
Leveraged funds tracking the two chipmakers then posted their first monthly outflow in August, shedding close to $1 billion. Swings got wide enough that Bitcoin (BTC) spent stretches of 2026 calmer than the KOSPI.
Follow us on X to get the latest news as it happens
Goldman KOSPI Target: Why 12,000 Is Still on the Table
Still, Moe’s case rests on earnings. He expects KOSPI members to deliver earnings growth near 360% this year, cooling to roughly 35% in 2027.
“We’re still holding to it — it’s driven by what we think will be earnings delivery..The market is underpricing the duration of this earning cycle,” he said.
Valuation does much of the remaining work. His 12,000 target assumes 7.5 times forward earnings. The index currently fetches 5.3 times, about half its seven-year average.
Demand supplies the rest. Moe estimates US Big Tech spending will top $1.2 trillion next year, far above earlier projections near $800 billion.
Risks cut the other way, too. He flags Chinese rival ChangXin Memory Technologies, known as CXMT, as well as potential political resistance to new data centers in the United States.
Delivery remains the sticking point. Samsung and SK Hynix have posted strong quarters this year with little market reward, so the next results will test whether earnings alone can close a 74% gap.
Moe is not the only strategist leaning into the dip. Morgan Stanley lifted Korea to overweight in early August, with a target of 9,000.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
195
Bitcoin ETFs Dodge the Inflow Slump That Caught Ethereum, Solana, and XRPUS-listed Bitcoin (BTC) exchange-traded funds (ETFs) pulled in $986.9 million during the week ending September 4, according to SoSoValue data. Inflows into Ethereum (ETH), Solana (SOL), XRP (XRP), and Hyperliquid (HYPE) products fell between 73% and 96% that week.
Bitcoin funds lifted their weekly haul by 6.7%. The four other major product groups moved in the opposite direction after a strong showing the week before.
Altcoin Funds Give Back a Week of Gains
The week ending August 28 told the reverse story. Bitcoin ETFs took in $924.5 million that week, roughly half the $1.92 billion collected a week earlier.
Solana products jumped 443% to $153.9 million during that stretch. XRP funds climbed 178% to $110.5 million, and Hyperliquid funds reached $56.9 million.
Those gains vanished within five trading days. Solana ETFs took in $6.2 million, XRP funds took in $19 million, and Hyperliquid funds took in $12.3 million.
None of the five recorded a net outflow. The shift, therefore, points to slower buying rather than investors pulling capital out.
Trading activity cooled across the board, including in Bitcoin. Turnover in the Bitcoin funds dropped to $14.5 billion from nearly $19 billion, while Ethereum turnover fell to $4.1 billion.
Change in Weekly Spot ETF Net Inflows, Week Ending September 4 versus Week Ending August 28, 2026. Source: SoSoValue/BeInCrypto
Follow us on X to get the latest news as it happens
Prices Refused to Follow the Money
Spot prices stayed narrow across all five assets. Bitcoin gained 2.58% over the five trading days to September 4.
Ethereum rose 1.09%. XRP added 3.02%, while Hyperliquid gained 5.76%.
Solana trailed the group with a 0.18% gain. Its fund assets slipped over the same stretch, to $1.41 billion from $1.43 billion.
Bitcoin opened Friday at its highest price since May 12. The move followed remarks from Federal Reserve Governor Christopher Waller about the coming inflation reading.
The August employment report then landed on the final day of the flow week. Payrolls rose 162,000 against a forecast near 53,000, and traders raised bets on a Fed hike this month.
That reading runs counter to the dovish signal that pulled money into Bitcoin funds on Thursday. The August inflation print, due September 11, will test how the flows hold up.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
Bitcoin ETFs Dodge the Inflow Slump That Caught Ethereum, Solana, and XRP
US-listed Bitcoin (BTC) exchange-traded funds (ETFs) pulled in $986.9 million during the week ending September 4, according to SoSoValue data. Inflows into Ethereum (ETH), Solana (SOL), XRP (XRP), and Hyperliquid (HYPE) products fell between 73% and 96% that week.
Bitcoin funds lifted their weekly haul by 6.7%. The four other major product groups moved in the opposite direction after a strong showing the week before.
Altcoin Funds Give Back a Week of Gains
The week ending August 28 told the reverse story. Bitcoin ETFs took in $924.5 million that week, roughly half the $1.92 billion collected a week earlier.
Solana products jumped 443% to $153.9 million during that stretch. XRP funds climbed 178% to $110.5 million, and Hyperliquid funds reached $56.9 million.
Those gains vanished within five trading days. Solana ETFs took in $6.2 million, XRP funds took in $19 million, and Hyperliquid funds took in $12.3 million.
None of the five recorded a net outflow. The shift, therefore, points to slower buying rather than investors pulling capital out.
Trading activity cooled across the board, including in Bitcoin. Turnover in the Bitcoin funds dropped to $14.5 billion from nearly $19 billion, while Ethereum turnover fell to $4.1 billion.
Change in Weekly Spot ETF Net Inflows, Week Ending September 4 versus Week Ending August 28, 2026. Source: SoSoValue/BeInCrypto
Follow us on X to get the latest news as it happens
Prices Refused to Follow the Money
Spot prices stayed narrow across all five assets. Bitcoin gained 2.58% over the five trading days to September 4.
Ethereum rose 1.09%. XRP added 3.02%, while Hyperliquid gained 5.76%.
Solana trailed the group with a 0.18% gain. Its fund assets slipped over the same stretch, to $1.41 billion from $1.43 billion.
Bitcoin opened Friday at its highest price since May 12. The move followed remarks from Federal Reserve Governor Christopher Waller about the coming inflation reading.
The August employment report then landed on the final day of the flow week. Payrolls rose 162,000 against a forecast near 53,000, and traders raised bets on a Fed hike this month.
That reading runs counter to the dovish signal that pulled money into Bitcoin funds on Thursday. The August inflation print, due September 11, will test how the flows hold up.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
Bitcoin funds lifted their weekly haul by 6.7%. The four other major product groups moved in the opposite direction after a strong showing the week before.
Altcoin Funds Give Back a Week of Gains
The week ending August 28 told the reverse story. Bitcoin ETFs took in $924.5 million that week, roughly half the $1.92 billion collected a week earlier.
Solana products jumped 443% to $153.9 million during that stretch. XRP funds climbed 178% to $110.5 million, and Hyperliquid funds reached $56.9 million.
Those gains vanished within five trading days. Solana ETFs took in $6.2 million, XRP funds took in $19 million, and Hyperliquid funds took in $12.3 million.
None of the five recorded a net outflow. The shift, therefore, points to slower buying rather than investors pulling capital out.
Trading activity cooled across the board, including in Bitcoin. Turnover in the Bitcoin funds dropped to $14.5 billion from nearly $19 billion, while Ethereum turnover fell to $4.1 billion.
Change in Weekly Spot ETF Net Inflows, Week Ending September 4 versus Week Ending August 28, 2026. Source: SoSoValue/BeInCrypto
Follow us on X to get the latest news as it happens
Prices Refused to Follow the Money
Spot prices stayed narrow across all five assets. Bitcoin gained 2.58% over the five trading days to September 4.
Ethereum rose 1.09%. XRP added 3.02%, while Hyperliquid gained 5.76%.
Solana trailed the group with a 0.18% gain. Its fund assets slipped over the same stretch, to $1.41 billion from $1.43 billion.
Bitcoin opened Friday at its highest price since May 12. The move followed remarks from Federal Reserve Governor Christopher Waller about the coming inflation reading.
The August employment report then landed on the final day of the flow week. Payrolls rose 162,000 against a forecast near 53,000, and traders raised bets on a Fed hike this month.
That reading runs counter to the dovish signal that pulled money into Bitcoin funds on Thursday. The August inflation print, due September 11, will test how the flows hold up.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
146
Bloom Energy Up 52% Since Pelosi's Bottom Buy: What Does She Know?Bloom Energy (BE) shares have climbed roughly 52% since July 28. That is the day the Pelosi’s household made its second disclosed Bloom Energy purchase, a congressional filing shows.
The household bought 15,000 shares and 200 call options across two trades in July. The same filing, dated August 21, also disclosed new Intel holdings.
A Rough Patch, Then a Rebound
Bloom shares had fallen 43% in the month before Pelosi’s first purchase on July 24. A short seller report and broader AI-related volatility drove the slide.
The stock’s low was around $163 in late July. That came just before the second purchase closed at $166.84 on July 28.
BE is up substantially since the Pelosi’s bought in. Image Source: Trading View
The timing overlapped with Bloom’s second-quarter results. Meanwhile, revenue reached $1.065 billion, up 165.5% year over year. It was the company’s first quarter above $1 billion.
Management raised full-year guidance to a range of $3.9 billion to $4.2 billion. The company cited demand from AI data center customers.
Why the Timing Keeps Drawing Attention
The purchases have become one of 2026’s most-watched congressional trades. Still, analysts now flag nearly 40% upside in the position.
Bloom’s pitch to investors centers on the AI power bottleneck. Its fuel cells let data centers add electricity without waiting years for grid upgrades.
In contrast, company insiders sold about 144,000 shares last quarter, worth roughly $38.5 million, according to disclosed filings. Bloom’s valuation also remains rich by some measures.
Quiver Quantitative, a site that tracks congressional stock trades, estimates Pelosi’s cumulative return near 965% since 2014. Historically, that track record has drawn comparisons to other top traders.
Nonetheless, a statement from her office said she does not personally direct the household’s trades.
Bloom Energy joins the S&P 500 on September 21, a change that could pull in extra index-fund buying. Whether the rally continues will likely depend on Bloom completing its project backlog, not on any household’s trade.
Bloom Energy Up 52% Since Pelosi's Bottom Buy: What Does She Know?
Bloom Energy (BE) shares have climbed roughly 52% since July 28. That is the day the Pelosi’s household made its second disclosed Bloom Energy purchase, a congressional filing shows.
The household bought 15,000 shares and 200 call options across two trades in July. The same filing, dated August 21, also disclosed new Intel holdings.
A Rough Patch, Then a Rebound
Bloom shares had fallen 43% in the month before Pelosi’s first purchase on July 24. A short seller report and broader AI-related volatility drove the slide.
The stock’s low was around $163 in late July. That came just before the second purchase closed at $166.84 on July 28.
BE is up substantially since the Pelosi’s bought in. Image Source: Trading View
The timing overlapped with Bloom’s second-quarter results. Meanwhile, revenue reached $1.065 billion, up 165.5% year over year. It was the company’s first quarter above $1 billion.
Management raised full-year guidance to a range of $3.9 billion to $4.2 billion. The company cited demand from AI data center customers.
Why the Timing Keeps Drawing Attention
The purchases have become one of 2026’s most-watched congressional trades. Still, analysts now flag nearly 40% upside in the position.
Bloom’s pitch to investors centers on the AI power bottleneck. Its fuel cells let data centers add electricity without waiting years for grid upgrades.
In contrast, company insiders sold about 144,000 shares last quarter, worth roughly $38.5 million, according to disclosed filings. Bloom’s valuation also remains rich by some measures.
Quiver Quantitative, a site that tracks congressional stock trades, estimates Pelosi’s cumulative return near 965% since 2014. Historically, that track record has drawn comparisons to other top traders.
Nonetheless, a statement from her office said she does not personally direct the household’s trades.
Bloom Energy joins the S&P 500 on September 21, a change that could pull in extra index-fund buying. Whether the rally continues will likely depend on Bloom completing its project backlog, not on any household’s trade.
The household bought 15,000 shares and 200 call options across two trades in July. The same filing, dated August 21, also disclosed new Intel holdings.
A Rough Patch, Then a Rebound
Bloom shares had fallen 43% in the month before Pelosi’s first purchase on July 24. A short seller report and broader AI-related volatility drove the slide.
The stock’s low was around $163 in late July. That came just before the second purchase closed at $166.84 on July 28.
BE is up substantially since the Pelosi’s bought in. Image Source: Trading View
The timing overlapped with Bloom’s second-quarter results. Meanwhile, revenue reached $1.065 billion, up 165.5% year over year. It was the company’s first quarter above $1 billion.
Management raised full-year guidance to a range of $3.9 billion to $4.2 billion. The company cited demand from AI data center customers.
Why the Timing Keeps Drawing Attention
The purchases have become one of 2026’s most-watched congressional trades. Still, analysts now flag nearly 40% upside in the position.
Bloom’s pitch to investors centers on the AI power bottleneck. Its fuel cells let data centers add electricity without waiting years for grid upgrades.
In contrast, company insiders sold about 144,000 shares last quarter, worth roughly $38.5 million, according to disclosed filings. Bloom’s valuation also remains rich by some measures.
Quiver Quantitative, a site that tracks congressional stock trades, estimates Pelosi’s cumulative return near 965% since 2014. Historically, that track record has drawn comparisons to other top traders.
Nonetheless, a statement from her office said she does not personally direct the household’s trades.
Bloom Energy joins the S&P 500 on September 21, a change that could pull in extra index-fund buying. Whether the rally continues will likely depend on Bloom completing its project backlog, not on any household’s trade.
29
Liquid's Attackers Called Themselves White Hats, Ledger's CTO Isn't Buying ItLedger’s Chief Technology Officer has questioned the white hat label attached to the $320 million taken from Liquid Network.
He stopped short of calling it a theft. Liquid described the parties as purported white hat hackers, and Blockstream is trying to reach them on-chain.
Liquid Network Freezes Its Bridge as Self-Proclaimed White Hats Take 4,000 BTC
For context, Liquid is a Bitcoin (BTC) layer-2 network that operates as a separate blockchain. It uses a two-way peg to connect Bitcoin with its native Liquid Bitcoin (L-BTC) asset.
Users lock Bitcoin on the main network to receive an equivalent amount of L-BTC on Liquid. They can later redeem L-BTC for Bitcoin through the network’s peg-out process.
In an X post, the team stated that roughly 4,000 Bitcoin left the Liquid Federation wallet. Liquid said the transfer used the SideSwap Peg-out Authorization Key, which it insists was not compromised.
SideSwap explained that a customer sent 4,000 LBTC to its peg-out service at 14:05 UTC, and the federation paid out 3,996 BTC 23 minutes later. Blockstream has since traced that LBTC to a bug in the Elements software, according to the company.
The funds were consolidated into the Bitcoin address bc1ql4mfu6aundtkksxklfajs2h3t9nzcd6gyqjlte. It contained an on-chain message claiming the actors were white hats.
The message also asked Liquid to contact them on-chain. Galaxy Research estimated the funds represented about 95% of all Bitcoin pegged to Liquid.
Follow us on X to get the latest news as it happens
~4k BTC siphoned from Liquid Network, a Bitcoin sidechain. This was 95% of all BTC that had been pegged on Liquid.Liquid has been halted since ~9am EST this morning.The hacker(s) consolidated funds into a holding address with message “we are whitehats. contact us on chain” pic.twitter.com/K3cY0ca9YI
— Galaxy Research (@glxyresearch) September 6, 2026
In response, the network disabled bridge nodes, preventing new transactions from entering the chain.
Liquid also notified exchanges, which have paused or are preparing to pause L-BTC deposits and withdrawals. Other Liquid assets, including USDT, DePix, and real-world assets, remain unaffected by the incident.
“Liquid wallets will be impacted, and we’re sorry for any inconvenience. Federation members are actively working on resolving this so we can restore normal network activity,” the team said.
Ledger CTO Doubts the White Hat Label
Charles Guillemet, chief technology officer at Ledger, questioned that description. He compared the episode to the Ronin hack, in which attackers stole about $625 million after compromising validator keys. He also linked the invitation to talk to Euler.
4,000 BTC just pegged out of the Liquid bridge. The OP_RETURN says "we are whitehats. contact us on chain."White hats don't drain a bridge and then solicit an "on-chain" contact. This echoes the Ronin hack, where attackers compromised validator keys to steal ~$625M, and the… pic.twitter.com/gPZmM13lXM
— Charles Guillemet (@P3b7_) September 6, 2026
Guillemet later softened his reading. The conduct does not look like usual white hat practice, he wrote, though criminal groups do not usually try to contact their victims either.
“There’s hope. This could be people with good intentions that intensively played with recent LLMs and are not used to responsible disclosures…,” the executive noted.
Where the Coins Stand
As of press time, the coins have not left the address that received them. Public records show it still holds about 3,998 BTC, while the federation wallet retains roughly 197 BTC.
Early Monday, the same address signed another message. It asked whether sending most of the funds back to the federation wallet would be acceptable.
Whether Guillemet’s doubts hold depends on what the address does next, not on what it writes.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
Liquid's Attackers Called Themselves White Hats, Ledger's CTO Isn't Buying It
Ledger’s Chief Technology Officer has questioned the white hat label attached to the $320 million taken from Liquid Network.
He stopped short of calling it a theft. Liquid described the parties as purported white hat hackers, and Blockstream is trying to reach them on-chain.
Liquid Network Freezes Its Bridge as Self-Proclaimed White Hats Take 4,000 BTC
For context, Liquid is a Bitcoin (BTC) layer-2 network that operates as a separate blockchain. It uses a two-way peg to connect Bitcoin with its native Liquid Bitcoin (L-BTC) asset.
Users lock Bitcoin on the main network to receive an equivalent amount of L-BTC on Liquid. They can later redeem L-BTC for Bitcoin through the network’s peg-out process.
In an X post, the team stated that roughly 4,000 Bitcoin left the Liquid Federation wallet. Liquid said the transfer used the SideSwap Peg-out Authorization Key, which it insists was not compromised.
SideSwap explained that a customer sent 4,000 LBTC to its peg-out service at 14:05 UTC, and the federation paid out 3,996 BTC 23 minutes later. Blockstream has since traced that LBTC to a bug in the Elements software, according to the company.
The funds were consolidated into the Bitcoin address bc1ql4mfu6aundtkksxklfajs2h3t9nzcd6gyqjlte. It contained an on-chain message claiming the actors were white hats.
The message also asked Liquid to contact them on-chain. Galaxy Research estimated the funds represented about 95% of all Bitcoin pegged to Liquid.
Follow us on X to get the latest news as it happens
~4k BTC siphoned from Liquid Network, a Bitcoin sidechain. This was 95% of all BTC that had been pegged on Liquid.Liquid has been halted since ~9am EST this morning.The hacker(s) consolidated funds into a holding address with message “we are whitehats. contact us on chain” pic.twitter.com/K3cY0ca9YI
— Galaxy Research (@glxyresearch) September 6, 2026
In response, the network disabled bridge nodes, preventing new transactions from entering the chain.
Liquid also notified exchanges, which have paused or are preparing to pause L-BTC deposits and withdrawals. Other Liquid assets, including USDT, DePix, and real-world assets, remain unaffected by the incident.
“Liquid wallets will be impacted, and we’re sorry for any inconvenience. Federation members are actively working on resolving this so we can restore normal network activity,” the team said.
Ledger CTO Doubts the White Hat Label
Charles Guillemet, chief technology officer at Ledger, questioned that description. He compared the episode to the Ronin hack, in which attackers stole about $625 million after compromising validator keys. He also linked the invitation to talk to Euler.
4,000 BTC just pegged out of the Liquid bridge. The OP_RETURN says "we are whitehats. contact us on chain."White hats don't drain a bridge and then solicit an "on-chain" contact. This echoes the Ronin hack, where attackers compromised validator keys to steal ~$625M, and the… pic.twitter.com/gPZmM13lXM
— Charles Guillemet (@P3b7_) September 6, 2026
Guillemet later softened his reading. The conduct does not look like usual white hat practice, he wrote, though criminal groups do not usually try to contact their victims either.
“There’s hope. This could be people with good intentions that intensively played with recent LLMs and are not used to responsible disclosures…,” the executive noted.
Where the Coins Stand
As of press time, the coins have not left the address that received them. Public records show it still holds about 3,998 BTC, while the federation wallet retains roughly 197 BTC.
Early Monday, the same address signed another message. It asked whether sending most of the funds back to the federation wallet would be acceptable.
Whether Guillemet’s doubts hold depends on what the address does next, not on what it writes.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
He stopped short of calling it a theft. Liquid described the parties as purported white hat hackers, and Blockstream is trying to reach them on-chain.
Liquid Network Freezes Its Bridge as Self-Proclaimed White Hats Take 4,000 BTC
For context, Liquid is a Bitcoin (BTC) layer-2 network that operates as a separate blockchain. It uses a two-way peg to connect Bitcoin with its native Liquid Bitcoin (L-BTC) asset.
Users lock Bitcoin on the main network to receive an equivalent amount of L-BTC on Liquid. They can later redeem L-BTC for Bitcoin through the network’s peg-out process.
In an X post, the team stated that roughly 4,000 Bitcoin left the Liquid Federation wallet. Liquid said the transfer used the SideSwap Peg-out Authorization Key, which it insists was not compromised.
SideSwap explained that a customer sent 4,000 LBTC to its peg-out service at 14:05 UTC, and the federation paid out 3,996 BTC 23 minutes later. Blockstream has since traced that LBTC to a bug in the Elements software, according to the company.
The funds were consolidated into the Bitcoin address bc1ql4mfu6aundtkksxklfajs2h3t9nzcd6gyqjlte. It contained an on-chain message claiming the actors were white hats.
The message also asked Liquid to contact them on-chain. Galaxy Research estimated the funds represented about 95% of all Bitcoin pegged to Liquid.
Follow us on X to get the latest news as it happens
~4k BTC siphoned from Liquid Network, a Bitcoin sidechain. This was 95% of all BTC that had been pegged on Liquid.Liquid has been halted since ~9am EST this morning.The hacker(s) consolidated funds into a holding address with message “we are whitehats. contact us on chain” pic.twitter.com/K3cY0ca9YI
— Galaxy Research (@glxyresearch) September 6, 2026
In response, the network disabled bridge nodes, preventing new transactions from entering the chain.
Liquid also notified exchanges, which have paused or are preparing to pause L-BTC deposits and withdrawals. Other Liquid assets, including USDT, DePix, and real-world assets, remain unaffected by the incident.
“Liquid wallets will be impacted, and we’re sorry for any inconvenience. Federation members are actively working on resolving this so we can restore normal network activity,” the team said.
Ledger CTO Doubts the White Hat Label
Charles Guillemet, chief technology officer at Ledger, questioned that description. He compared the episode to the Ronin hack, in which attackers stole about $625 million after compromising validator keys. He also linked the invitation to talk to Euler.
4,000 BTC just pegged out of the Liquid bridge. The OP_RETURN says "we are whitehats. contact us on chain."White hats don't drain a bridge and then solicit an "on-chain" contact. This echoes the Ronin hack, where attackers compromised validator keys to steal ~$625M, and the… pic.twitter.com/gPZmM13lXM
— Charles Guillemet (@P3b7_) September 6, 2026
Guillemet later softened his reading. The conduct does not look like usual white hat practice, he wrote, though criminal groups do not usually try to contact their victims either.
“There’s hope. This could be people with good intentions that intensively played with recent LLMs and are not used to responsible disclosures…,” the executive noted.
Where the Coins Stand
As of press time, the coins have not left the address that received them. Public records show it still holds about 3,998 BTC, while the federation wallet retains roughly 197 BTC.
Early Monday, the same address signed another message. It asked whether sending most of the funds back to the federation wallet would be acceptable.
Whether Guillemet’s doubts hold depends on what the address does next, not on what it writes.
Subscribe to our YouTube channel to watch leaders and journalists provide expert insights
57
Zcash ETF Net Assets Reach $463 Million as ZEC Nears $1,200Zcash (ZEC) trades near $1,185, up 11% over the past 24 hours. Grayscale’s Zcash ETF (ZCSH) held $463.2 million in assets as of Sept. 4.
The fund converted from Grayscale’s Zcash Trust when it began trading on NYSE Arca on Aug. 25. ZEC now ranks among the ten largest cryptocurrencies by market capitalization.
ZCSH Assets Track ZEC’s Rally
ZCSH shares closed at $83.77 on Sept. 4, up 7.62% for the day. Shares slipped to $82.20 in after-hours trading that evening.
The fund’s net asset value per share stood at $83.48. That falls within a 52-week range of $3.54 to $84.23.
Daily volume reached 804,728 shares, per Grayscale’s own disclosures. The ETF’s year-to-date return reached 166.44%, per Yahoo Finance.
The fund held 444,608 ZEC tokens as of Sept. 4. Shares outstanding stood at 5.55 million, Grayscale reported.
Zcash has rallied strongly in the past month, more than doubling in value. Image Source: CoinGecko
Grayscale converted its Zcash Trust into the ZCSH exchange-traded fund on Aug. 25. The trust had operated since 2017.
Grayscale cited roughly $260 million in assets at conversion. ZCSH became the first US-listed spot ETF for a privacy-focused token.
For everyday investors, ZCSH means ZEC exposure without a crypto wallet or exchange account. That access is one reason inflows have grown so quickly since launch.
A New Demand for AI Safe Coins
Steve Vanourny, Grayscale’s head of index, linked the launch to rising demand for financial privacy.
“As AI reshapes how financial activity can be monitored, we believe demand for genuine financial privacy will only grow.”
Steve Vanourny, Grayscale’s head of index, Grayscale
ZEC’s rally began before the ETF launch, when it hit an eight-year high in August.
The rally has pushed Zcash’s market cap above $20 billion, per BeInCrypto data.
The token remains far below its 2016 all-time high of $3,191.93. That leaves room for further gains if inflows continue.
Whether ETF inflows keep pace with ZEC’s volatility remains an open question for investors.
ca
Zcash ETF Net Assets Reach $463 Million as ZEC Nears $1,200
Zcash (ZEC) trades near $1,185, up 11% over the past 24 hours. Grayscale’s Zcash ETF (ZCSH) held $463.2 million in assets as of Sept. 4.
The fund converted from Grayscale’s Zcash Trust when it began trading on NYSE Arca on Aug. 25. ZEC now ranks among the ten largest cryptocurrencies by market capitalization.
ZCSH Assets Track ZEC’s Rally
ZCSH shares closed at $83.77 on Sept. 4, up 7.62% for the day. Shares slipped to $82.20 in after-hours trading that evening.
The fund’s net asset value per share stood at $83.48. That falls within a 52-week range of $3.54 to $84.23.
Daily volume reached 804,728 shares, per Grayscale’s own disclosures. The ETF’s year-to-date return reached 166.44%, per Yahoo Finance.
The fund held 444,608 ZEC tokens as of Sept. 4. Shares outstanding stood at 5.55 million, Grayscale reported.
Zcash has rallied strongly in the past month, more than doubling in value. Image Source: CoinGecko
Grayscale converted its Zcash Trust into the ZCSH exchange-traded fund on Aug. 25. The trust had operated since 2017.
Grayscale cited roughly $260 million in assets at conversion. ZCSH became the first US-listed spot ETF for a privacy-focused token.
For everyday investors, ZCSH means ZEC exposure without a crypto wallet or exchange account. That access is one reason inflows have grown so quickly since launch.
A New Demand for AI Safe Coins
Steve Vanourny, Grayscale’s head of index, linked the launch to rising demand for financial privacy.
“As AI reshapes how financial activity can be monitored, we believe demand for genuine financial privacy will only grow.”
Steve Vanourny, Grayscale’s head of index, Grayscale
ZEC’s rally began before the ETF launch, when it hit an eight-year high in August.
The rally has pushed Zcash’s market cap above $20 billion, per BeInCrypto data.
The token remains far below its 2016 all-time high of $3,191.93. That leaves room for further gains if inflows continue.
Whether ETF inflows keep pace with ZEC’s volatility remains an open question for investors.
ca
The fund converted from Grayscale’s Zcash Trust when it began trading on NYSE Arca on Aug. 25. ZEC now ranks among the ten largest cryptocurrencies by market capitalization.
ZCSH Assets Track ZEC’s Rally
ZCSH shares closed at $83.77 on Sept. 4, up 7.62% for the day. Shares slipped to $82.20 in after-hours trading that evening.
The fund’s net asset value per share stood at $83.48. That falls within a 52-week range of $3.54 to $84.23.
Daily volume reached 804,728 shares, per Grayscale’s own disclosures. The ETF’s year-to-date return reached 166.44%, per Yahoo Finance.
The fund held 444,608 ZEC tokens as of Sept. 4. Shares outstanding stood at 5.55 million, Grayscale reported.
Zcash has rallied strongly in the past month, more than doubling in value. Image Source: CoinGecko
Grayscale converted its Zcash Trust into the ZCSH exchange-traded fund on Aug. 25. The trust had operated since 2017.
Grayscale cited roughly $260 million in assets at conversion. ZCSH became the first US-listed spot ETF for a privacy-focused token.
For everyday investors, ZCSH means ZEC exposure without a crypto wallet or exchange account. That access is one reason inflows have grown so quickly since launch.
A New Demand for AI Safe Coins
Steve Vanourny, Grayscale’s head of index, linked the launch to rising demand for financial privacy.
“As AI reshapes how financial activity can be monitored, we believe demand for genuine financial privacy will only grow.”
Steve Vanourny, Grayscale’s head of index, Grayscale
ZEC’s rally began before the ETF launch, when it hit an eight-year high in August.
The rally has pushed Zcash’s market cap above $20 billion, per BeInCrypto data.
The token remains far below its 2016 all-time high of $3,191.93. That leaves room for further gains if inflows continue.
Whether ETF inflows keep pace with ZEC’s volatility remains an open question for investors.
ca
96
UK Jobs Rebound Meets Hot US Data: More Fuel for a Fed Rate Hike?UK permanent job placements rose for the first time since September 2022, arriving a few days after a stronger-than-expected US jobs report pushed Federal Reserve rate hike bets sharply higher.
The overlap gives investors a rare side-by-side read on two major economies at once. British hiring is showing its first real signs of a turn, even as US data complicates the Fed’s rate path.
UK Recruiters See a Genuine Turn
The Recruitment and Employment Confederation (REC), a UK trade body for staffing firms, and accountancy firm KPMG track permanent placements each month. Their index rose to 50.5 in August from July’s flat reading of 50.0, the first print above the no-change line in nearly four years.
Temporary billings grew at their second-fastest pace in more than three years.
Vacancies kept falling, though at the second-weakest rate of decline in almost two years, while candidate availability rose at its fastest pace in three months, partly on redundancies. Starting salaries for permanent roles grew by the most since January.
US Data Complicates the Fed’s September Decision
Across the Atlantic, US employers added 162,000 jobs in August, more than double the 65,000 economists expected, while unemployment held at 4.1%.
Wage growth slowed to an annual 3.1%, a five-year low, even as gains broadened across more industries.
The surprise strength tested the market calm that followed the Fed’s Waller rate signal earlier in the week. US stocks pulled back, with the S&P 500 slipping as much as 0.4% and the Dow Jones Industrial Average falling more than 260 points before paring some losses.
Odds of a hike at the Fed’s next meeting, tracked by the CME’s FedWatch tool, a gauge of futures-implied rate-move odds, jumped to just under 60%.
Odds have risen from a coinflip towards 60%. Image Source: CME Group
Bitcoin (BTC) felt the same jolt. The token had pushed above $80,000 before the report landed, then dropped as much as 3.5% to $78,649 once it did.
The Fed’s rate decision is due September 16. If it hikes, tighter policy would land on both sides of the Atlantic at once, testing whether Britain’s fragile hiring recovery and Wall Street’s rate-sensitive rally can withstand the same squeeze.
UK Jobs Rebound Meets Hot US Data: More Fuel for a Fed Rate Hike?
UK permanent job placements rose for the first time since September 2022, arriving a few days after a stronger-than-expected US jobs report pushed Federal Reserve rate hike bets sharply higher.
The overlap gives investors a rare side-by-side read on two major economies at once. British hiring is showing its first real signs of a turn, even as US data complicates the Fed’s rate path.
UK Recruiters See a Genuine Turn
The Recruitment and Employment Confederation (REC), a UK trade body for staffing firms, and accountancy firm KPMG track permanent placements each month. Their index rose to 50.5 in August from July’s flat reading of 50.0, the first print above the no-change line in nearly four years.
Temporary billings grew at their second-fastest pace in more than three years.
Vacancies kept falling, though at the second-weakest rate of decline in almost two years, while candidate availability rose at its fastest pace in three months, partly on redundancies. Starting salaries for permanent roles grew by the most since January.
US Data Complicates the Fed’s September Decision
Across the Atlantic, US employers added 162,000 jobs in August, more than double the 65,000 economists expected, while unemployment held at 4.1%.
Wage growth slowed to an annual 3.1%, a five-year low, even as gains broadened across more industries.
The surprise strength tested the market calm that followed the Fed’s Waller rate signal earlier in the week. US stocks pulled back, with the S&P 500 slipping as much as 0.4% and the Dow Jones Industrial Average falling more than 260 points before paring some losses.
Odds of a hike at the Fed’s next meeting, tracked by the CME’s FedWatch tool, a gauge of futures-implied rate-move odds, jumped to just under 60%.
Odds have risen from a coinflip towards 60%. Image Source: CME Group
Bitcoin (BTC) felt the same jolt. The token had pushed above $80,000 before the report landed, then dropped as much as 3.5% to $78,649 once it did.
The Fed’s rate decision is due September 16. If it hikes, tighter policy would land on both sides of the Atlantic at once, testing whether Britain’s fragile hiring recovery and Wall Street’s rate-sensitive rally can withstand the same squeeze.
The overlap gives investors a rare side-by-side read on two major economies at once. British hiring is showing its first real signs of a turn, even as US data complicates the Fed’s rate path.
UK Recruiters See a Genuine Turn
The Recruitment and Employment Confederation (REC), a UK trade body for staffing firms, and accountancy firm KPMG track permanent placements each month. Their index rose to 50.5 in August from July’s flat reading of 50.0, the first print above the no-change line in nearly four years.
Temporary billings grew at their second-fastest pace in more than three years.
Vacancies kept falling, though at the second-weakest rate of decline in almost two years, while candidate availability rose at its fastest pace in three months, partly on redundancies. Starting salaries for permanent roles grew by the most since January.
US Data Complicates the Fed’s September Decision
Across the Atlantic, US employers added 162,000 jobs in August, more than double the 65,000 economists expected, while unemployment held at 4.1%.
Wage growth slowed to an annual 3.1%, a five-year low, even as gains broadened across more industries.
The surprise strength tested the market calm that followed the Fed’s Waller rate signal earlier in the week. US stocks pulled back, with the S&P 500 slipping as much as 0.4% and the Dow Jones Industrial Average falling more than 260 points before paring some losses.
Odds of a hike at the Fed’s next meeting, tracked by the CME’s FedWatch tool, a gauge of futures-implied rate-move odds, jumped to just under 60%.
Odds have risen from a coinflip towards 60%. Image Source: CME Group
Bitcoin (BTC) felt the same jolt. The token had pushed above $80,000 before the report landed, then dropped as much as 3.5% to $78,649 once it did.
The Fed’s rate decision is due September 16. If it hikes, tighter policy would land on both sides of the Atlantic at once, testing whether Britain’s fragile hiring recovery and Wall Street’s rate-sensitive rally can withstand the same squeeze.
95
CZ Says Bitcoin Could Overtake Gold Next Bull Run: The Price It Needs to HitBinance founder Changpeng Zhao, widely known as CZ, said Bitcoin (BTC) could soon overtake gold in total value. He pegged the current gap at only about tenfold.
That gap could close within the next market cycle, Zhao said, if nations keep treating Bitcoin as a reserve asset.
Why CZ Thinks Bitcoin Will Overtake Gold
Speaking in a fireside chat at Bitcoin Asia, Zhao argued gold’s advantage isn’t the metal itself. It’s the mature custody, valuation, and reserve systems nations have already built around it.
CZ: Bitcoin May Flip Gold in the Next Bull RunIn a Bitcoin Asia fireside chat published by Bitcoin Magazine on Aug. 28, 2026, Binance founder CZ @cz_binance said that if Bitcoin gradually becomes a strategic reserve asset for countries, its ultimate importance will likely… pic.twitter.com/NrHaL3ovJR
— Wu Blockchain (@WuBlockchain) September 7, 2026
He said shifting a major economy’s reserves typically takes years. Zhao still expects the shift to happen eventually.
The main risk to that timeline is a rival digital asset overtaking Bitcoin first. Zhao called that scenario unlikely for now.
The remark lands as US lawmakers debate a Strategic Bitcoin Reserve, a proposal to hold BTC as reserve asset. Central banks, meanwhile, keep adding physical gold at a record pace.
The Math Behind a Gold Flip
Bitcoin’s market cap sits near $1.6 trillion. A tenfold gap implies roughly $16 trillion of gold.
That figure is close to the $14 trillion investable-gold estimate from the World Gold Council, the gold industry’s research body. Investable gold includes bars, coins, ETFs, central bank reserves, and OTC holdings.
Matching that figure would put Bitcoin near $697,000 per coin. That is based on a circulating supply of about 20.08 million BTC.
But, There’s More Gold to Consider
However, Gold’s full above-ground stock, including jewelry and industrial use, is worth roughly $31 trillion, per the World Gold Council. Matching that larger figure pushes the target toward $1.54 million, close three times more.
Mexican billionaire Ricardo Salinas Pliego reached a similar gold-parity estimate this week. He landed near $1.86 million using a different supply assumption.
Bitcoin’s fixed 21 million supply cap favors the comparison. Gold’s stockpile still grows 1% to 2% a year. Bitcoin’s issuance, meanwhile, keeps shrinking toward zero.
Whichever target holds, both assume sovereign wallets keep choosing Bitcoin over gold. That holds only if a rival digital asset doesn’t close the gap first.
CZ Says Bitcoin Could Overtake Gold Next Bull Run: The Price It Needs to Hit
Binance founder Changpeng Zhao, widely known as CZ, said Bitcoin (BTC) could soon overtake gold in total value. He pegged the current gap at only about tenfold.
That gap could close within the next market cycle, Zhao said, if nations keep treating Bitcoin as a reserve asset.
Why CZ Thinks Bitcoin Will Overtake Gold
Speaking in a fireside chat at Bitcoin Asia, Zhao argued gold’s advantage isn’t the metal itself. It’s the mature custody, valuation, and reserve systems nations have already built around it.
CZ: Bitcoin May Flip Gold in the Next Bull RunIn a Bitcoin Asia fireside chat published by Bitcoin Magazine on Aug. 28, 2026, Binance founder CZ @cz_binance said that if Bitcoin gradually becomes a strategic reserve asset for countries, its ultimate importance will likely… pic.twitter.com/NrHaL3ovJR
— Wu Blockchain (@WuBlockchain) September 7, 2026
He said shifting a major economy’s reserves typically takes years. Zhao still expects the shift to happen eventually.
The main risk to that timeline is a rival digital asset overtaking Bitcoin first. Zhao called that scenario unlikely for now.
The remark lands as US lawmakers debate a Strategic Bitcoin Reserve, a proposal to hold BTC as reserve asset. Central banks, meanwhile, keep adding physical gold at a record pace.
The Math Behind a Gold Flip
Bitcoin’s market cap sits near $1.6 trillion. A tenfold gap implies roughly $16 trillion of gold.
That figure is close to the $14 trillion investable-gold estimate from the World Gold Council, the gold industry’s research body. Investable gold includes bars, coins, ETFs, central bank reserves, and OTC holdings.
Matching that figure would put Bitcoin near $697,000 per coin. That is based on a circulating supply of about 20.08 million BTC.
But, There’s More Gold to Consider
However, Gold’s full above-ground stock, including jewelry and industrial use, is worth roughly $31 trillion, per the World Gold Council. Matching that larger figure pushes the target toward $1.54 million, close three times more.
Mexican billionaire Ricardo Salinas Pliego reached a similar gold-parity estimate this week. He landed near $1.86 million using a different supply assumption.
Bitcoin’s fixed 21 million supply cap favors the comparison. Gold’s stockpile still grows 1% to 2% a year. Bitcoin’s issuance, meanwhile, keeps shrinking toward zero.
Whichever target holds, both assume sovereign wallets keep choosing Bitcoin over gold. That holds only if a rival digital asset doesn’t close the gap first.
That gap could close within the next market cycle, Zhao said, if nations keep treating Bitcoin as a reserve asset.
Why CZ Thinks Bitcoin Will Overtake Gold
Speaking in a fireside chat at Bitcoin Asia, Zhao argued gold’s advantage isn’t the metal itself. It’s the mature custody, valuation, and reserve systems nations have already built around it.
CZ: Bitcoin May Flip Gold in the Next Bull RunIn a Bitcoin Asia fireside chat published by Bitcoin Magazine on Aug. 28, 2026, Binance founder CZ @cz_binance said that if Bitcoin gradually becomes a strategic reserve asset for countries, its ultimate importance will likely… pic.twitter.com/NrHaL3ovJR
— Wu Blockchain (@WuBlockchain) September 7, 2026
He said shifting a major economy’s reserves typically takes years. Zhao still expects the shift to happen eventually.
The main risk to that timeline is a rival digital asset overtaking Bitcoin first. Zhao called that scenario unlikely for now.
The remark lands as US lawmakers debate a Strategic Bitcoin Reserve, a proposal to hold BTC as reserve asset. Central banks, meanwhile, keep adding physical gold at a record pace.
The Math Behind a Gold Flip
Bitcoin’s market cap sits near $1.6 trillion. A tenfold gap implies roughly $16 trillion of gold.
That figure is close to the $14 trillion investable-gold estimate from the World Gold Council, the gold industry’s research body. Investable gold includes bars, coins, ETFs, central bank reserves, and OTC holdings.
Matching that figure would put Bitcoin near $697,000 per coin. That is based on a circulating supply of about 20.08 million BTC.
But, There’s More Gold to Consider
However, Gold’s full above-ground stock, including jewelry and industrial use, is worth roughly $31 trillion, per the World Gold Council. Matching that larger figure pushes the target toward $1.54 million, close three times more.
Mexican billionaire Ricardo Salinas Pliego reached a similar gold-parity estimate this week. He landed near $1.86 million using a different supply assumption.
Bitcoin’s fixed 21 million supply cap favors the comparison. Gold’s stockpile still grows 1% to 2% a year. Bitcoin’s issuance, meanwhile, keeps shrinking toward zero.
Whichever target holds, both assume sovereign wallets keep choosing Bitcoin over gold. That holds only if a rival digital asset doesn’t close the gap first.
147
The Last Time Treasury Yields Hit 6%, Bitcoin Didn't Exist — What Happens If They Get There Again?Bitcoin didn’t exist the last time the US 10-year Treasury yield traded near 6%; that was April, 2000
That was in 2000, roughly eight years before Satoshi Nakamoto published the Bitcoin white paper. Now, one veteran market strategist expects rates to get there again.
Yield Could Climb Toward 6.07%
Rick Bensignor, the founder of Bensignor Investment Strategies, told CNBC’s Closing Bell Overtime that the 10-year yield could climb toward 6.07%.
That target is up from around 4.78% today. He pointed to a multi-year uptrend line. A 200-week moving average also flagged the recent low near 4%.
Bensignor says the historical range is wide. The 10-year peaked at 15.8% in the early 1980s. It bottomed near 40 basis points at its record low.
That makes 8.11% the halfway point. He doesn’t expect a return to that midpoint. But he says even 5.6% would mark a minimum upside target. Bensignor’s own first mortgage exceeded 7% back in 1987.
He argues today’s borrowers underestimate how high rates can climb.
Yield has been trending strongly upwards this year. Image Source: CNBC What Higher Yields Mean for Bitcoin
Bitcoin has never traded through a Treasury market like this. Rising yields typically pull capital toward safer, income-generating assets. They pull money away from speculative ones. That pressures Bitcoin’s debasement trade narrative. The narrative ties BTC’s price to concerns about US debt.
That narrative already faces scrutiny. US federal debt has passed $40 trillion. Yet Bitcoin trades near $80,138, roughly 37% below its record high. If yields grind higher while Bitcoin stays range-bound, the gap could widen. That would deepen the disconnect between debt fears and BTC’s price.
The counterargument is that yields can rise for different reasons. Inflation or fiscal stress could push yields higher without denting Bitcoin’s scarcity pitch. Resilient growth could push yields higher too, while pulling liquidity away from risk assets. Recent bond market turmoil shows how quickly yield spikes can spill into other markets.
Bensignor’s target isn’t a forecast for next week. But the 10-year is climbing toward territory Bitcoin has never operated in. Traders will soon find out whether BTC behaves like digital gold or another rate-sensitive risk asset.
The Last Time Treasury Yields Hit 6%, Bitcoin Didn't Exist — What Happens If They Get There Again?
Bitcoin didn’t exist the last time the US 10-year Treasury yield traded near 6%; that was April, 2000
That was in 2000, roughly eight years before Satoshi Nakamoto published the Bitcoin white paper. Now, one veteran market strategist expects rates to get there again.
Yield Could Climb Toward 6.07%
Rick Bensignor, the founder of Bensignor Investment Strategies, told CNBC’s Closing Bell Overtime that the 10-year yield could climb toward 6.07%.
That target is up from around 4.78% today. He pointed to a multi-year uptrend line. A 200-week moving average also flagged the recent low near 4%.
Bensignor says the historical range is wide. The 10-year peaked at 15.8% in the early 1980s. It bottomed near 40 basis points at its record low.
That makes 8.11% the halfway point. He doesn’t expect a return to that midpoint. But he says even 5.6% would mark a minimum upside target. Bensignor’s own first mortgage exceeded 7% back in 1987.
He argues today’s borrowers underestimate how high rates can climb.
Yield has been trending strongly upwards this year. Image Source: CNBC What Higher Yields Mean for Bitcoin
Bitcoin has never traded through a Treasury market like this. Rising yields typically pull capital toward safer, income-generating assets. They pull money away from speculative ones. That pressures Bitcoin’s debasement trade narrative. The narrative ties BTC’s price to concerns about US debt.
That narrative already faces scrutiny. US federal debt has passed $40 trillion. Yet Bitcoin trades near $80,138, roughly 37% below its record high. If yields grind higher while Bitcoin stays range-bound, the gap could widen. That would deepen the disconnect between debt fears and BTC’s price.
The counterargument is that yields can rise for different reasons. Inflation or fiscal stress could push yields higher without denting Bitcoin’s scarcity pitch. Resilient growth could push yields higher too, while pulling liquidity away from risk assets. Recent bond market turmoil shows how quickly yield spikes can spill into other markets.
Bensignor’s target isn’t a forecast for next week. But the 10-year is climbing toward territory Bitcoin has never operated in. Traders will soon find out whether BTC behaves like digital gold or another rate-sensitive risk asset.
That was in 2000, roughly eight years before Satoshi Nakamoto published the Bitcoin white paper. Now, one veteran market strategist expects rates to get there again.
Yield Could Climb Toward 6.07%
Rick Bensignor, the founder of Bensignor Investment Strategies, told CNBC’s Closing Bell Overtime that the 10-year yield could climb toward 6.07%.
That target is up from around 4.78% today. He pointed to a multi-year uptrend line. A 200-week moving average also flagged the recent low near 4%.
Bensignor says the historical range is wide. The 10-year peaked at 15.8% in the early 1980s. It bottomed near 40 basis points at its record low.
That makes 8.11% the halfway point. He doesn’t expect a return to that midpoint. But he says even 5.6% would mark a minimum upside target. Bensignor’s own first mortgage exceeded 7% back in 1987.
He argues today’s borrowers underestimate how high rates can climb.
Yield has been trending strongly upwards this year. Image Source: CNBC What Higher Yields Mean for Bitcoin
Bitcoin has never traded through a Treasury market like this. Rising yields typically pull capital toward safer, income-generating assets. They pull money away from speculative ones. That pressures Bitcoin’s debasement trade narrative. The narrative ties BTC’s price to concerns about US debt.
That narrative already faces scrutiny. US federal debt has passed $40 trillion. Yet Bitcoin trades near $80,138, roughly 37% below its record high. If yields grind higher while Bitcoin stays range-bound, the gap could widen. That would deepen the disconnect between debt fears and BTC’s price.
The counterargument is that yields can rise for different reasons. Inflation or fiscal stress could push yields higher without denting Bitcoin’s scarcity pitch. Resilient growth could push yields higher too, while pulling liquidity away from risk assets. Recent bond market turmoil shows how quickly yield spikes can spill into other markets.
Bensignor’s target isn’t a forecast for next week. But the 10-year is climbing toward territory Bitcoin has never operated in. Traders will soon find out whether BTC behaves like digital gold or another rate-sensitive risk asset.
127
Apple's First Foldable iPhone Headlines John Ternus's September 9 KeynoteApple will hold its first major product keynote under new chief executive John Ternus on September 9. A foldable iPhone is expected to headline the event at Apple Park in Cupertino.
Tim Cook became Apple’s executive chairman on September 1, and Ternus took over as chief executive the same day. The keynote marks Ternus’s first appearance in the Steve Jobs-style keynote format previously reserved for Apple’s sitting chief executive.
Foldable iPhone Tests Ternus’s Hardware Vision
Analysts expect a refreshed Siri AI assistant to feature alongside new hardware. The lineup is expected to include the iPhone 18 Pro and Pro Max. Apple’s first foldable iPhone and updated Apple Watch models are also expected.
Bank of America analysts have framed the keynote as a test for Ternus. They say he must show Apple’s hardware strength can carry into the AI era.
Apple never had to be first to win the game.
— Woo Jin Ho, senior hardware analyst, Bloomberg Intelligence
Ho said the two companies compete for different customer bases, since Android and Apple fans rarely switch. He expects Apple’s foldable to ship around 10 million units in its first year. That is modest next to standard iPhone volumes.
A Samsung mobile product management executive welcomed the added competition. The executive told CNN that more players in the foldable segment would help the category overall.
Ternus has also said he wants artificial intelligence to shape Apple’s internal product development, not just Siri. That ambition is part of the broader AI leadership test.
All Eyes on AAPL
Megacap CEO transitions have often produced sharp first-year stock swings, and many are already keeping note of Ternus’s stock market debut.
Apple stock closed down at the end of last week ahead of the keynote. Image Source: Trading View
The September 9 keynote will be the clearest signal yet of Ternus’s hardware roadmap. It should also show whether the foldable iPhone can open a new device category or remain a niche add-on.
Apple's First Foldable iPhone Headlines John Ternus's September 9 Keynote
Apple will hold its first major product keynote under new chief executive John Ternus on September 9. A foldable iPhone is expected to headline the event at Apple Park in Cupertino.
Tim Cook became Apple’s executive chairman on September 1, and Ternus took over as chief executive the same day. The keynote marks Ternus’s first appearance in the Steve Jobs-style keynote format previously reserved for Apple’s sitting chief executive.
Foldable iPhone Tests Ternus’s Hardware Vision
Analysts expect a refreshed Siri AI assistant to feature alongside new hardware. The lineup is expected to include the iPhone 18 Pro and Pro Max. Apple’s first foldable iPhone and updated Apple Watch models are also expected.
Bank of America analysts have framed the keynote as a test for Ternus. They say he must show Apple’s hardware strength can carry into the AI era.
Apple never had to be first to win the game.
— Woo Jin Ho, senior hardware analyst, Bloomberg Intelligence
Ho said the two companies compete for different customer bases, since Android and Apple fans rarely switch. He expects Apple’s foldable to ship around 10 million units in its first year. That is modest next to standard iPhone volumes.
A Samsung mobile product management executive welcomed the added competition. The executive told CNN that more players in the foldable segment would help the category overall.
Ternus has also said he wants artificial intelligence to shape Apple’s internal product development, not just Siri. That ambition is part of the broader AI leadership test.
All Eyes on AAPL
Megacap CEO transitions have often produced sharp first-year stock swings, and many are already keeping note of Ternus’s stock market debut.
Apple stock closed down at the end of last week ahead of the keynote. Image Source: Trading View
The September 9 keynote will be the clearest signal yet of Ternus’s hardware roadmap. It should also show whether the foldable iPhone can open a new device category or remain a niche add-on.
Tim Cook became Apple’s executive chairman on September 1, and Ternus took over as chief executive the same day. The keynote marks Ternus’s first appearance in the Steve Jobs-style keynote format previously reserved for Apple’s sitting chief executive.
Foldable iPhone Tests Ternus’s Hardware Vision
Analysts expect a refreshed Siri AI assistant to feature alongside new hardware. The lineup is expected to include the iPhone 18 Pro and Pro Max. Apple’s first foldable iPhone and updated Apple Watch models are also expected.
Bank of America analysts have framed the keynote as a test for Ternus. They say he must show Apple’s hardware strength can carry into the AI era.
Apple never had to be first to win the game.
— Woo Jin Ho, senior hardware analyst, Bloomberg Intelligence
Ho said the two companies compete for different customer bases, since Android and Apple fans rarely switch. He expects Apple’s foldable to ship around 10 million units in its first year. That is modest next to standard iPhone volumes.
A Samsung mobile product management executive welcomed the added competition. The executive told CNN that more players in the foldable segment would help the category overall.
Ternus has also said he wants artificial intelligence to shape Apple’s internal product development, not just Siri. That ambition is part of the broader AI leadership test.
All Eyes on AAPL
Megacap CEO transitions have often produced sharp first-year stock swings, and many are already keeping note of Ternus’s stock market debut.
Apple stock closed down at the end of last week ahead of the keynote. Image Source: Trading View
The September 9 keynote will be the clearest signal yet of Ternus’s hardware roadmap. It should also show whether the foldable iPhone can open a new device category or remain a niche add-on.
110
Көбірек контент көру үшін кіріңіз
Binance Square платформасында әлемдік криптоқоғамдастыққа қосылыңыз
⚡️ Криптовалюта туралы ең соңғы және пайдалы ақпаратты алыңыз.
💬 Әлемдегі ең ірі криптобиржаның сеніміне ие.
👍 Расталған авторлардың нақты пікірлерін табыңыз.
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USIranTradeTankerStrikesEscalate
56,878 рет көрілді
1,340 адам талқылап жатыр
#usirantradetankerstrikesescalate
🚨🔥 Tensions between the U.S. and Iran are entering a more dangerous phase… and the world is facing the specter of a full-scale war that could change everything!
This is no longer just another political standoff… strikes involving commercial tankers are adding a dangerous economic dimension to the conflict.
So why are markets watching this so closely?
Oil could be the first major casualty
Any threat to oil tankers or critical shipping routes raises concerns about global supply. That could push energy prices higher as markets price in greater geopolitical risk.
🚢 Then comes global trade
Higher risks for ships can mean higher insurance and transportation costs, while companies may be forced to reroute vessels. Longer routes and rising costs could eventually spread the shock far beyond the region.
The dollar could benefit from fear
When uncertainty rises, some investors move toward assets they consider safer, potentially increasing demand for the U.S. dollar.
₿ And Bitcoin & Crypto?
Bitcoin could face sharp volatility if rising fears trigger a broad move away from risk assets. But if investors begin looking for alternatives outside the traditional financial system, crypto could see renewed attention later.
But there’s one thing that matters even more… 👀
The real danger isn’t one strike — it’s the possibility of escalation.
If the confrontation continues and spreads toward major energy and trade routes, we could see:
Higher oil prices
Disruptions to global shipping
Extreme market volatility
Strong moves in the dollar
₿ Violent swings across crypto
That’s why markets aren’t only watching the strikes…
They’re watching the bigger question: Can both sides stop the escalation before it turns into a much wider regional crisis?
Because a full-scale war wouldn’t just be a military crisis… it could become an economic shock hitting markets around the world.
Do you think tensions will cool down soon, or is the worst still ahead?
#GlobalMarkets #Geopolitics
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