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Brent crude has been trading around $105 -106 a barrel this week, still elevated after Houthi attacks on Saudi infrastructure and repeated tanker incidents near the Strait of Hormuz. Energy costs have already pushed August CPI to 3.4% YoY, and consensus now looks for September headline CPI to accelerate to around 0.6% MoM / 3.6% YoY when the data drops later today, largely on the back of gasoline prices that jumped roughly 7% last month.
A hotter-than-expected print would reinforce the idea that the Fed’s September hike (to 3.75 – 4.00%) was not a one-off. Markets are already pricing additional tightening, which has kept the 10-year Treasury yield hovering near 5.20%, multi-decade highs. Higher yields mean lower bond prices, so the path for long-duration Treasuries remains under pressure as long as oil stays sticky and the energy component of CPI refuses to cool.
My current bias:
Watching BZUSDT for further oil upside if supply disruptions persist.Cautious on long Treasuries (prefer TBT exposure over TMFUSDT if CPI prints hot).Keeping dry powder in RWUSD for the yield while waiting for clearer Fed signals.
Will September CPI come in hotter than expected and keep oil climbing, or will shelter and core finally give the Fed breathing room? Data in a few hours will decide the next leg for both oil and Treasuries.
#CPIWatch

The XRP Ledger (XRPL) has fixed a critical vulnerability that had potentially existed since around 2015. The flaw, discovered by security researchers Cayden Liao and Veria Labs, could theoretically have allowed an attacker to create approximately 18.45 trillion spendable XRP through a specially crafted transaction, far exceeding the network’s official supply cap of 100 billion tokens. However, investigators found no evidence that the vulnerability had ever been exploited.
The issue involved an integer overflow in XRPL’s payment processing engine, which could cause complex transactions involving multiple order-book offers to calculate payments incorrectly. In a controlled test, the flaw demonstrated the potential to fully compensate sellers while charging buyers almost nothing. More concerningly, the supply protection mechanism relied on the same flawed calculations, potentially allowing unauthorized XRP creation to go undetected.
After receiving the vulnerability report on September 22, RippleX engineers reproduced the issue, classified it as critical, and released an emergency fix through xrpld version 3.4.1 on September 25. More than 80% of validators reportedly adopted the update on the same day. To minimize the risk of exploitation, the developers bypassed XRPL’s usual amendment process, which typically requires sustained validator support over approximately two weeks.
Both RippleX and the XRP Ledger Foundation confirmed that no unauthorized XRP creation had been detected and that the network’s 100 billion supply cap remained intact. The incident nevertheless raised questions about the balance between decentralized governance and the need for rapid security responses.
In response, Ripple plans to strengthen its bug bounty program, expand AI-assisted code analysis, and introduce formal verification for critical ledger components. These measures aim to identify similar vulnerabilities earlier and improve confidence in XRPL’s security.
Ultimately, the incident serves as a reminder that even established blockchain networks can contain long-standing vulnerabilities. Although the flaw was patched before any known exploitation, continued security audits, transparent supply monitoring, and clear emergency governance procedures will remain essential to maintaining trust in the XRP Ledger. #xrp $XRP

The US Office of the Comptroller of the Currency (OCC) has confirmed that nine major American banks maintain internal policies that restrict banking services for certain cryptocurrency businesses. Its review found that banks, including JPMorgan, Bank of America, Citibank, and Wells Fargo, have limited services for digital asset issuers, exchanges, and administrators, often citing financial crime concerns and broadly defined reputational risks. $DOGE
The findings strengthen long-standing complaints from the crypto industry about “debanking,” a practice in which businesses struggle to obtain or maintain access to essential banking services. Such restrictions can complicate everyday operations, including managing funds, paying employees, and transferring money between traditional currencies and cryptocurrencies. The report also suggests that similar policies affect other politically sensitive industries, indicating that the issue may extend beyond crypto. $ETH
However, the OCC did not disclose detailed figures on how many crypto businesses have been affected, identify specific cases of account closures, or fully assess the overall scale of the problem. As a result, although restrictive banking policies have been officially documented, their actual impact on the digital asset industry remains uncertain.
The regulator is considering new rules aimed at ensuring fairer access to financial services and potentially limiting banks’ reliance on subjective reputational risk assessments. Future developments in regulatory guidance and congressional action could determine whether banks adopt clearer, risk-based customer policies or continue restricting their exposure to the crypto sector. $BTC
Overall, the OCC’s findings represent an important acknowledgment that banking access remains a challenge for crypto businesses in the United States. The key question is whether upcoming regulatory changes will provide more transparent and consistent access to banking services without compromising legitimate financial crime prevention measures.
#CryptoDebanking #OCC #debanking #CryptoNewss #USCrypto

Walrus is gaining attention after Sui Foundation announced a planned $30 million investment in DATA Network, positioning Walrus as the network’s native storage layer for AI training data. The partnership aims to build a scalable and verifiable data supply chain that helps establish the origin, ownership, and authorized use of data used to train artificial intelligence models.
As part of the transition announced in October 2026, DATA Network plans to discontinue its independent blockchain and rebuild its protocol on Sui. Its Trace registry has reportedly recorded more than 250 million data contributions, while Walrus will provide decentralized storage for encrypted, immutable copies of source files. Sui will support programmable rights management and payments, helping connect data ownership with its permitted use.
The integration could strengthen WAL’s role in the growing intersection of decentralized storage and AI infrastructure. As DATA Network expands, demand for reliable storage could increase, creating opportunities for sustained network usage. However, the long-term impact on WAL will depend on whether the partnership generates recurring paid storage demand and measurable on-chain activity.
Overall, the investment and migration mark a significant step toward integrating Walrus into AI data infrastructure. The key question is whether this strategic partnership can translate into lasting adoption and sustainable demand for the WAL token. #walrus #sui $WAL