Crypto Breaking

The Monetary Authority of Singapore (MAS) has moved to revisit a key element of its stablecoin regime, proposing changes that would allow some stablecoins connected to multiple jurisdictions to fall under Singapore’s regulatory framework. The development arrives through a new public consultation on amendments to the Payment Services Act (PSA) and associated policy adjustments.
In a consultation opened Tuesday, MAS said it is considering a pathway for “jointly issued” stablecoins—issued by a Singapore entity together with a foreign issuer—to qualify as “MAS-regulated stablecoins” if risks are adequately addressed. The regulator is also exploring whether a limited number of foreign-issued stablecoins could be recognized under similar overseas rules, particularly for cross-border wholesale usage.
Key takeaways
MAS is consulting on PSA amendments to implement its stablecoin framework and reflect policy developments since 2023.
Jointly issued stablecoins (Singapore + foreign issuer) could qualify as “MAS-regulated stablecoins” if MAS-set risk conditions are met.
MAS is considering recognition of a limited set of foreign-issued stablecoins subject to comparable regulatory frameworks abroad.
Proposals would tighten issuer safeguards, including reserve stability expectations, disclosure requirements, and stress-testing.
MAS says comments are open until Oct. 16.
Why MAS is rethinking its earlier single-jurisdiction stance
MAS’s 2023 position required qualifying stablecoins to be issued solely in Singapore. MAS then finalized a framework for single-currency stablecoins issued in Singapore and pegged to the Singapore dollar or a G10 currency, under which issuers would operate with specified regulatory controls. According to MAS, the regulator’s earlier approach reflected concerns around whether equivalent regulation and effective cooperation could be secured across jurisdictions.
MAS also highlighted operational and technical issues it said would be difficult under a multi-jurisdiction model—such as establishing where commingled stablecoin reserves originated, and whether those reserves would be sufficient to meet redemption requests in practice.
The new consultation signals a shift from that restrictive baseline. While MAS did not abandon the need for risk controls, it is now proposing mechanisms meant to address those earlier concerns in cases where issuance involves both Singapore and a foreign issuer.
MAS consultation: how “MAS-regulated stablecoins” could work
At the heart of the proposal is an expanded eligibility route within the existing stablecoin framework. MAS said stablecoins jointly issued by a Singapore issuer and a foreign issuer could be regulated under the framework and marketed with the “MAS-regulated stablecoins” label, provided that associated risks are sufficiently mitigated.
MAS is pursuing legislative implementation of its approach by proposing amendments to the PSA, the main law in Singapore governing payment services and payment-service operators. The consultation outlines requirements intended to preserve the same core features of the 2023 framework, including reserve-backed value stability and controls around redemption and disclosures.
Under the proposal, only issuers licensed under the framework would be permitted to market themselves as “MAS-regulated stablecoin” issuers and use the “MAS-regulated stablecoins” designation. Outside of the dedicated framework, MAS indicated that stablecoins would continue to be treated under existing rules as digital payment tokens.
Issuer safeguards MAS wants to add or strengthen
The consultation does not limit itself to eligibility criteria. MAS is also looking to reinforce how compliant issuers must manage reserves, customer protections, and stress resilience.
MAS’s proposal would include requirements relating to reserve-backed stability, capital considerations, redemption “at par,” and issuer disclosures. It also proposes prohibitions and additional operational obligations, including a ban on issuers paying interest on regulated stablecoins.
To test survivability under adverse scenarios, MAS is also proposing that issuers conduct stress tests and maintain recovery and orderly wind-down plans. In addition, the consultation outlines consumer-facing safeguards requiring issuers to protect customer money received before the corresponding stablecoins are issued.
For market participants, these safeguards matter because they define the compliance boundaries for who can access the “MAS-regulated” label—an important distinction in a jurisdiction where regulation can influence banking relationships, distribution, and institutional onboarding.
Recognition of selected foreign-issued stablecoins for wholesale use
Beyond jointly issued products, MAS is considering another pathway: recognizing a limited number of foreign-issued stablecoins regulated under comparable overseas frameworks. MAS’s stated rationale is tied to utility in cross-border wholesale transactions, where certain stablecoins may be used as settlement or liquidity tools between professional counterparties.
The proposal stops short of opening the door broadly to all foreign stablecoins. MAS frames the idea as a controlled recognition approach limited to a small number of eligible instruments, contingent on regulatory comparability and risk mitigation—consistent with how it treated equivalence and cooperation as a key challenge in 2023.
For traders and treasury teams, this distinction could be meaningful. Wholesale settlement use typically prioritizes predictable redeemability, clear governance, and operational certainty—areas where MAS’s emphasis on redemption at par, reserve-backed stability, and stress planning are directly relevant.
What to watch during the consultation period
MAS is accepting public feedback on the proposals until Oct. 16. Market participants will likely focus on how MAS plans to operationalize “sufficiently mitigated” risk in joint issuance structures and what specific criteria may govern recognition of any foreign-issued stablecoins. The outcome could determine whether Singapore’s stablecoin framework becomes more interoperable across borders—or remains largely centered on domestic issuance.
For readers who want to review the regulatory text directly, MAS’s consultation is published here: https://www.mas.gov.sg/publications/consultations/2026/consultation-on-proposed-amendments-to-the-payment-services-act-for-stablecoin-regulation. MAS previously finalized its 2023 stablecoin framework here: https://www.mas.gov.sg/news/media-releases/2023/mas-finalises-stablecoin-regulatory-framework.
This article was originally published as Singapore Considers Rule Changes for Select Foreign-Issued Stablecoins on Crypto Breaking News – your trusted source for crypto news, Bitcoin news, and blockchain updates.

A Bitfinex market report has said Bitcoin’s latest rally relied primarily on spot demand, not excessive leverage. Analysts believe this puts the market in a favorable position to absorb selling pressure if conditions become less conducive.
The analysts highlighted sustained ETF demand as key to counter a rate hike by the Federal Reserve in September.
Spot Demand Fueling Bitcoin Rally
According to the report, sustained spot demand and manageable leverage levels indicate the market is not overheating. CoinMarketCap data shows BTC trading around $78,731, up almost 1% in 24 hours, but down 2.32% over the past seven days. The flagship cryptocurrency has seen a resurgence, reclaiming $80,000 for the first time since May and briefly crossing $81,000. The rally was driven by sustained ETF demand, short covering, and Treasury buybacks.
However, the rally lost momentum after hitting resistance at higher levels. Federal Reserve Chair Kevin Warsh’s comments that interest rates could increase also added pressure, pushing the price to a low of $76,587.
Bitfinex analysts added that the derivatives market has not seen a rapid build-up of leverage typically observed with overheated rallies. Coinglass data shows Bitcoin open interest is currently $54.02 billion, significantly higher than at the beginning of August. However, the increase has been gradual, with basis levels remaining on the lower side. The analysts said in the report:
“We are in a market driven by spot buying and, notwithstanding large short liquidations, open interest has only gradually increased, while basis has remained relatively low and at healthy levels historically.”
Bitfinex identified $77,100 as an important support level, adding that sustained spot demand indicates a balanced market.
Bitcoin ETF Data
Spot Bitcoin ETFs have recorded just over $3 billion in inflows over nine consecutive sessions between August 17 and August 27. However, the inflow streak snapped on Friday, with the ETFs recording $201.9 million in outflows. ARKB registered $114.9 million in outflows, followed by BITB ($49.7 million) and IBIT ($33.4 million). Inflows turned positive on Monday, with spot Bitcoin ETFs recording $216.7 million in net inflows. The ETFs recorded $924.5 million in net inflows last week despite Friday’s outflow.
Institutional interest in BTC has also registered a sharp uptick and absorbed Bitcoin sold by large holders. According to Bitfinex, whale addresses with 1,000 and 10,000 BTC have sold 50,500 BTC since June, while institutional holdings associated with ETF platforms and exchanges have increased by 59,100 BTC. The analysts also said custodial balances rose by 31,500 BTC during the recent rally.
“While whales took profits during the rally, institutional demand absorbed that supply, indicating that assets moving into these regulated vehicles may be less prone to sudden liquidation based on short-term macroeconomic news.”
Focus On Federal Reserve Rate Hike
BTC’s recent price action could face pressure from a Federal Reserve rate hike. Fed Chair Warsh’s comments at Jackson Hole implied an increased likelihood of an interest rate hike. CME-implied odds of a rate hike rose from 39.9% to 57% following Warsh’s comments. The two-year Treasury yield also rose to 4.31%, while the dollar reached a two-week high.
Analysts flagged stubborn inflation as a key reason for the Fed’s restrictive monetary policy. Headline Personal Consumption Expenditures Inflation is at 3.7%, while core inflation is at 3.3%. According to Jeff Mei, Chief Operating Officer of BTSE, Warsh’s comments could dampen sentiment around Bitcoin because an interest rate hike could reduce liquidity.
“For a sustained rally, we need a few things to happen. First, ETF demand has to stay strong across all ETF products, and not just BlackRock’s IBIT ETF. Second, we need better inflation data for the Fed to back off and keep rates steady.”
$80,000-$83,000 Key Levels For Bitcoin
One of the key drivers of Bitcoin’s rally was the Federal Reserve doubling Treasury buybacks. The decision pushed bond yields and the dollar lower, while traders had taken short positions against Bitcoin. According to Jeff Ko, chief analyst at CoinEx, the short squeeze has largely played out, and spot demand has become a key factor.
“Treasury buybacks pushed yields and the dollar lower, and that impulse collided with crowded short positioning to produce the squeeze. What matters from here is whether spot buyers keep absorbing supply around $80,000.”
Ko believes the $80,000-$83,000 zone is key because it could show if retail buyers can substitute the buying pressure created by the forced short covering.
“It is a major supply zone, and the point at which the rally stops being a short squeeze and becomes a test of real capital allocation.”
Upcoming Economic Data
Market attention now turns to a slew of upcoming releases before the Federal Reserve’s September meeting. ISM Manufacturing and JOLTS data will be released on Tuesday, followed by ADP employment figures and the Federal Reserve’s Beige Book on Wednesday, and ISM Services on Thursday.
However, Ko believes the August payroll report, due on Friday, is the most crucial data set before the Fed’s September FOMC meeting. July payrolls fell by 23,000 against an estimate of 80,000, while May and June figures were revised lower by 103,000 jobs. The current unemployment rate is at 4.1%. Meanwhile, the August inflation report is due on September 11.
Disclaimer: This article is provided for informational purposes only. It is not offered or intended to be used as legal, tax, investment, financial, or other advice.
This article was originally published as Bitcoin Rally Driven By Spot Demand, ETF Inflows Key on Crypto Breaking News – your trusted source for crypto news, Bitcoin news, and blockchain updates.

Polymarket is reportedly preparing a major new funding push that would significantly deepen its backing from politically connected capital. According to the Wall Street Journal, 1789 Capital—where Donald Trump Jr. is a partner—is set to invest around $300 million in the blockchain-based prediction market as part of a broader $1 billion fundraising round.
The same report says the round could value Polymarket at $21 billion. If it closes as described, 1789 Capital’s participation would be large enough to move the firm into one of Polymarket’s most prominent investors.
Key takeaways
1789 Capital is reportedly planning an approximately $300 million investment in Polymarket within a $1 billion round.
The reported round would value Polymarket at about $21 billion, potentially reshaping the company’s investor cap table.
ICE is still Polymarket’s largest disclosed investor, with $1.6 billion invested in preferred shares reported in an ICE 10-Q filing.
Polymarket’s fundraising momentum is unfolding amid growing US and international regulatory pressure on prediction markets.
What 1789 Capital’s reported entry could mean
Money matters in prediction markets because it funds liquidity, infrastructure, and the ability to scale participation across event categories. A $300 million commitment—if confirmed—would represent a substantial injection of risk capital at a time when the sector is trying to expand while regulators scrutinize how these markets function.
The Wall Street Journal report also indicates that 1789 Capital is already invested in Polymarket, bringing its total exposure to about $500 million. That would position the firm among Polymarket’s largest backers once the additional investment is completed, potentially increasing its influence in governance discussions that often accompany major rounds.
Cointelegraph says it reached out to both 1789 Capital and Polymarket for comment, according to the article text provided.
Valuation questions and how the funding fits prior fundraising efforts
Polymarket’s reported funding strategy appears to be evolving alongside competition in US prediction-market offerings. Earlier coverage cited in the source notes that Polymarket reportedly began talks in April to raise $400 million at a potential $15 billion valuation—lower than the valuation of Kalshi, Polymarket’s main competitor at the time, which was referenced at $22 billion.
By contrast, the new reported valuation in the Wall Street Journal—$21 billion—would reflect a different pricing environment than the earlier fundraising attempt. Whether that shift signals improved traction, investor sentiment, or simply negotiation dynamics remains unclear from the provided information, but the reported numbers suggest Polymarket is aiming for a materially higher valuation than what it sought months earlier.
Investors watching similar rounds often focus on whether valuation increases coincide with clearer compliance pathways or deeper liquidity partnerships—especially in a sector where regulatory outcomes can change quickly.
ICE’s disclosed stake highlights how concentrated backing is
Even with new entrants, Polymarket’s ownership remains dominated by large institutional investors. In a July 30 10-Q filing, ICE reported that it invested a combined $1.6 billion in Polymarket preferred shares.
ICE’s filing further states that the holdings had a carrying value of approximately $2 billion as of June 30. It also says the preferred shares represented about 22% of outstanding shares, or 14% on a fully diluted basis.
These figures illustrate a key structural point for readers: while new capital can increase the total funding available to Polymarket, the largest disclosed backer—ICE—already holds a significant portion of equity-linked exposure. Any incoming round will likely be interpreted against that backdrop, particularly when assessing how much ownership and control different investors retain after issuance.
Regulatory pressure remains the central risk as capital seeks a path forward
The funding headlines arrive during a period of intensified scrutiny of prediction markets. The provided source recounts that on Aug. 14, JPMorgan Chase reportedly ended a banking relationship with Polymarket over regulatory concerns, though it said it remains interested in potentially providing underwriting support if Polymarket seeks to go public.
On the legal front, the source says that more than a dozen US states have filed actions against Polymarket, Kalshi, or both over sports event contracts. It also notes that authorities in several countries have blocked or restricted access to Polymarket, citing gambling-related concerns—an escalation that reinforces why banks, platforms, and corporate partners may be cautious.
This regulatory pressure is relevant to fundraising for a straightforward reason: capital providers tend to price regulatory uncertainty, because outcomes can affect revenue models, user access, and the feasibility of future listings or partnerships. In that sense, Polymarket’s reported push for a high-value round is not occurring in a vacuum—it is happening while multiple jurisdictions test legal boundaries for prediction and event-contract products.
Where things stand next
If 1789 Capital’s reported $300 million commitment and the overall $1 billion round come to pass, Polymarket’s investor base would grow further at a time when the firm’s operating environment is still contested. Market participants should watch for confirmation of the deal terms, any changes to the regulatory strategy being pursued, and whether banking and compliance hurdles ease enough to support sustained growth.
This article was originally published as 1789 Capital, linked to Trump Jr., reportedly leads Polymarket’s $1B round on Crypto Breaking News – your trusted source for crypto news, Bitcoin news, and blockchain updates.

A Trump Jr.-linked investment firm is reportedly preparing to put roughly $300 million into Polymarket as part of a much larger funding effort that could value the prediction market platform at $21 billion. According to the Wall Street Journal, 1789 Capital—where Donald Trump Jr. is a partner—would participate in a $1 billion round that includes the additional $300 million commitment.
If the reported terms are accurate, the investment would lift 1789 Capital’s total disclosed exposure to Polymarket to about $500 million, potentially positioning the firm among the platform’s most significant backers.
Key takeaways
1789 Capital is reportedly set to invest about $300 million in Polymarket as part of a reported $1 billion fundraising round.
The reported round could value Polymarket at $21 billion, according to information attributed to people familiar with the matter by the Wall Street Journal.
ICE remains the largest disclosed investor, with a July 30 10-Q filing citing $1.6 billion invested and about 22% of outstanding shares on a carrying-value basis.
Polymarket’s funding momentum is unfolding amid escalating regulatory pressure affecting prediction markets in the US and abroad.
1789 Capital’s reported entry and what it signals
For Polymarket, the reported $300 million commitment from 1789 Capital underscores continued institutional interest in prediction markets, even as the sector faces scrutiny. The Wall Street Journal report frames the investment as a portion of a broader $1 billion financing effort, with the implied valuation at $21 billion.
While Polymarket’s prior fundraising discussions have already highlighted how competitive the space has become, the latest report suggests investors are still willing to price the platform at a level that reflects expectations of growth. If 1789 Capital’s investment plan proceeds as described, it would also concentrate influence among fewer large holders—meaning future outcomes for Polymarket could be shaped by a smaller set of major investors.
ICE’s disclosed stake highlights the ownership concentration
Beyond new participation, Polymarket’s investor base already includes heavyweight capital. In a July 30 10-Q filing, ICE said it had invested a combined $1.6 billion in Polymarket preferred shares. ICE also reported that the holdings carried an approximate value of $2 billion as of June 30.
The filing further indicated ownership shares at two measurement points: about 22% of outstanding shares and about 14% on a fully diluted basis. This matters because it provides a clearer baseline for how control and economics might be distributed if Polymarket adds new investors at a high valuation.
Earlier fundraising benchmarks and the valuation race
Polymarket’s latest reported fundraising push is not happening in isolation. Earlier coverage noted that Polymarket had begun discussions to raise $400 million in fresh capital around April, at a time when it was seeking financing at a potential $15 billion valuation—an implied step up from later figures being discussed.
That earlier valuation was reportedly below the $22 billion valuation of Kalshi, Polymarket’s main competitor referenced in the prior reporting. While these figures reflect fundraising expectations rather than market trading prices, they do provide context: prediction market platforms appear to be competing not only for users and contracts, but also for investor attention and balance-sheet strength.
Regulatory pressure remains a central risk factor
One reason investors may be scrutinizing prediction markets more closely is the growing regulatory friction described in recent developments. The sector has faced mounting legal and operational challenges in the United States and other jurisdictions.
Cointelegraph reported that JPMorgan Chase ended a banking relationship with Polymarket over regulatory concerns, while also saying it would remain open to an underwriting role if Polymarket pursued a public listing. That juxtaposition—loss of a banking relationship contrasted with interest in underwriting—illustrates how regulators and compliance expectations can shape which financial services are offered to prediction market operators.
Legal actions have also broadened. More than a dozen US states have taken steps targeting Polymarket, Kalshi, or both, related to sports event contracts. Elsewhere, authorities in several countries have blocked or restricted access to Polymarket over gambling-related concerns, highlighting how regulatory boundaries differ across jurisdictions.
These pressures matter for the fundraising narrative because they can influence timelines, corporate structuring, and the practicality of certain growth plans—particularly where a company’s ability to onboard customers, settle contracts, and maintain banking relationships is at stake.
Cointelegraph has also reached out to 1789 Capital and Polymarket for comment regarding the reported investment plan, but no response is included in the available information.
Investors and market participants should watch for whether the reported $1 billion round moves forward on the cited valuation terms and how Polymarket navigates the regulatory issues affecting banking access and legal exposure. Any additional clarity on compliance, partnerships, and potential paths to public markets could determine how sustainable the current momentum is—especially as major investors like ICE already hold substantial disclosed positions.
This article was originally published as Trump Jr.-Backed 1789 Capital Leads Polymarket’s $1B Fundraise: Report on Crypto Breaking News – your trusted source for crypto news, Bitcoin news, and blockchain updates.

US-listed spot Bitcoin ETFs rebounded on Monday, shifting back to net inflows after two sessions of withdrawals, with inflows concentrated heavily in BlackRock’s iShares product. At the same time, spot Ether, XRP and Solana ETFs all continued adding new capital, extending their recent run of positive sessions.
SoSoValue data shows US spot Bitcoin ETFs recorded $216.7 million in net inflows on Monday, reversing $201.8 million in withdrawals logged on Friday. The prior outflow day ended a nine-session streak that brought more than $3 billion into the complex, according to Cointelegraph’s earlier coverage. Bitcoin was trading near $78,700 at the time of writing, up roughly 1.5% over 24 hours, according to CoinGecko.
Key takeaways
Bitcoin ETF inflows returned: US spot Bitcoin ETFs added $216.7 million net on Monday after $201.8 million in Friday outflows.
BlackRock dominated the rebound: iShares Bitcoin Trust (IBIT) accounted for about 95% of daily inflows, with $205.9 million net.
Ether ETFs kept streak alive: Spot Ether ETFs posted $87.7 million net inflows, extending to 11 consecutive sessions.
XRP and Solana stayed positive: XRP ETFs reached 10 consecutive inflow sessions, while Solana ETFs logged their 10th consecutive positive day.
BlackRock leads the Bitcoin ETF rebound
Monday’s reversal was driven almost entirely by BlackRock. Farside Investors data indicates iShares Bitcoin Trust (IBIT) generated $205.9 million in net inflows, representing roughly 95% of the category’s total daily inflows.
Other issuers still contributed, though at a much smaller scale. Fidelity’s Wise Origin Bitcoin Fund (FBTC) added $6.9 million, Bitwise’s Bitcoin ETF (BITB) brought in $4.3 million, and Morgan Stanley’s Bitcoin Trust recorded $3.6 million in net inflows. Grayscale’s Bitcoin Mini Trust attracted $9.4 million.
Despite the broad positive shift, not every product participated in the rebound. VanEck’s Bitcoin ETF (HODL) was the lone fund to report net withdrawals, with $13.4 million outflows on the day. The remaining funds recorded no net flows.
For investors, the concentration of Monday’s inflows matters because it highlights how day-to-day changes in the US spot Bitcoin ETF complex can be heavily influenced by a single issuer’s flows rather than by uniform demand across the market. That dynamic can affect how quickly sentiment translates into measurable net purchases.
Ether ETFs extend an 11-session inflow streak
Spot Ether ETFs continued building on their recent momentum, recording $87.7 million in net inflows on Monday. According to Farside, this marked the 11th consecutive trading session with net inflows.
BlackRock’s iShares Ethereum Trust (ETHA) led with $59.9 million. Grayscale’s Ethereum Mini Trust followed with $13.5 million, while Fidelity’s Ethereum Fund added $9.3 million.
The steady pattern of inflows suggests persistent allocator interest in regulated ether exposure rather than a one-off move tied to a single market catalyst. Traders may still watch for any sudden turn in the flow data, but the multi-week streak indicates demand has been sustained through multiple trading cycles.
XRP ETFs hit 10 straight inflow days
XRP ETFs also extended a streak of positive sessions. SoSoValue data shows the category recorded $5.64 million in net inflows on Monday, keeping the count at 10 consecutive trading sessions.
SoSoValue adds that XRP ETFs have seen capital inflows during every US trading session since Aug. 18. That kind of uninterrupted run is notable because it implies consistent participation across days, rather than intermittent buys followed by pauses.
While daily inflow totals for XRP remain far smaller than for Bitcoin or Ether in absolute terms, the consistency can still be meaningful for market structure—especially for funds that are still establishing longer-term investor habits.
Solana ETFs stay in positive territory, but inflows cooled
Solana ETFs continued their own stretch of gains, posting a 10th consecutive positive session. SoSoValue reports Monday’s inflows totaled $925,010, bringing the category’s weakest daily inflow so far during its current run.
The contrast is stark when compared with Friday’s higher number. The source notes that daily inflows slowed to $925,010 on Monday from $18.1 million on Friday.
That shift raises an important nuance for readers: while the category remains net positive, the pace of buying is not accelerating in tandem. For traders, decelerating inflows during an otherwise positive streak can sometimes be an early signal that momentum is cooling, even if it hasn’t turned into sustained outflows yet.
With Bitcoin ETFs returning to net inflows and Ether, XRP, and Solana all maintaining positive streaks, the next thing to watch is whether Monday’s rebound sustains across subsequent sessions—particularly whether BlackRock continues to account for a similar share of inflows or if demand broadens across other Bitcoin funds.
This article was originally published as BlackRock-linked inflows lift Bitcoin ETF by $217M as altcoin funds sustain streak on Crypto Breaking News – your trusted source for crypto news, Bitcoin news, and blockchain updates.

Викуп токенів дедалі більше стає визначальною стратегією для невеликої, але впливової частини криптосектору. Згідно з даними, зібраними Allium Labs, і процитованими Financial Times, криптовалютні проєкти станом на 2026 рік уже витратили рекордні $638 мільйонів на викуп власних токенів — майже 90% цієї суми зосереджено на двох платформах: Hyperliquid та Pump.fun.
У підсумку від початку року Hyperliquid забезпечив приблизно $370 мільйонів, а Pump.fun — майже $200 мільйонів. У повідомленні Financial Times зазначається, що такий рівень активності з викупу акцій досі є рідкісним явищем у ширшій галузі, однак наведені цифри свідчать, що це перетворюється з новинки на вимірювану категорію розподілу капіталу.

Стратегія додала до корпоративної казни ще одну відчутну партію біткоїнів, придбавши 4 603 BTC приблизно за 370 мільйонів доларів, повідомляє форма 8-K, подана до Комісії з цінних паперів і бірж США (SEC) і оприлюднена цього тижня. Придбання довело загальний обсяг активів компанії до 845 050 BTC.
Новина також надходить незабаром після того, як Стратегія востаннє повідомляла про купівлю біткоїна в середині червня, і вона слідує за сигналом упродовж вихідних від виконавчого голови Стратегії Майкла Сейлора про те, що компанія готується відновити накопичення. Інвестори також стежать за тим, як поводиться механізм фінансування через привілейовані акції компанії — STRC — у міру того, як Стратегія продовжує фінансувати нові покупки.

Розвиваюча публічна керуюча компанія активами та біткоїн-трастова компанія Strive додала 1 800 біткоїнів на свій баланс минулого тижня, прискоривши програму викупу, що допомогла їй увійти до числа найбільших у світі публічно торгованих корпоративних власників цього активу.
Компанія придбала BTC між 24 серпня та 28 серпня приблизно за 143 мільйони доларів, сплативши середню ціну 79 431 долар за монету (включно з комісіями та витратами). Генеральний директор Метт Коул підтвердив придбання в понеділок у X: https://x.com/ColeMacro/status/2094396002308440227.

Bitmine Immersion Technologies продовжує нарощувати свою позицію в Ethereum, розширивши тижневу серію покупок до 65 послідовних тижнів, додавши за минулий тиждень 53 501 ETH. Зростання казначейства компанії відбувається на тлі ширшого відновлення ринку криптовалют, яке підняло вартість її цифрових активів, навіть попри те, що вона все ще має ризик значних паперових збитків від своїх покупок Ether.
З останньою транзакцією Bitmine повідомляє, що тепер володіє понад 5,9 млн ETH. За ціною ефіру $2 511, використаною для розрахунків станом на недільне ціноутворення, ці активи були оцінені приблизно в $14,8 млрд. Поточна частка Bitmine становить близько 4,9% від циркулюючого запасу Ethereum у 120,7 млн ETH, що ставить її близько до заявленої мети досягти рівня володіння 5%.

Webull, роздрібна платформа для трейдингу, відома акціями та опціонами без комісії, робить більший крок у цифрові активи, розширюючи свою присутність у Канаді, щоб включити торгівлю криптовалютою. Рішення додає Канаду до наявного криптовалютного сліду Webull, який уже охоплює Сполучені Штати, Австралію та Бразилію.
Згідно з повідомленням Webull, компанія використовуватиме інфраструктуру Coinbase Crypto-as-a-Service (CaaS) для своїх канадських можливостей у сфері криптовалюти, при цьому Coinbase виконуватиме базові функції торгівлі та зберігання. Канадський вебсайт Webull наразі перелічує 10 криптовалют — серед них Bitcoin, Ether та Solana — а також вказує, що пізніше можуть бути доступні додаткові активи.

Webull, самокерована брокерська та торговельна платформа, розширює свою канадську лінійку продуктів, додаючи торгівлю криптовалютами для роздрібних клієнтів. Розширення відбувається на тлі того, що регулятори країни продовжують закладати основу для чіткіших правил у різних сегментах ринку цифрових активів.
Webull у понеділок повідомила, що її канадський криптовалютний напрям буде працювати на інфраструктурі Coinbase «Crypto-as-a-Service». Згідно з домовленістю, Coinbase має надати базові можливості трейдингу та зберігання, які підтримуватимуть новий криптодоступ Webull у Канаді.

Біткоїн торгувався приблизно біля рівня $78 000 на відкритті торгів у Волл-стрит у понеділок, тоді як прибутковості US облігацій знову рухнулися до багаторічних максимумів. Зростання корелювало зі свіжими коментарями міністра фінансів США Скотта Бессента, який дав зрозуміти, що Казначейство розглядає подальші дії на довгому кінці кривої, навіть попри те, що дохідності продовжували підніматися.
Внутрішньоденні коливання BTC/USD на початку залишалися відносно стриманими, але криптотрейдери явно стежили за тим самим макро-фактором: вищі дохідності зазвичай посилюють фінансові умови та можуть знижувати апетит до ризикових активів — зокрема й цифрових токенів — особливо коли інвестори починають закладати в ціни тривалу силу на довгому кінці процентних ставок у США.

Bitmine Immersion Technologies продовжує нарощувати свої запаси Ether, розширюючи серію покупок, яка нині триває 65 поспіль тижнів. Минулого тижня компанія придбала додаткові 53 501 ETH — крок, який відбувається на тлі ширшого ринкового відновлення: це підтримало вартість її портфеля цифрових активів, навіть попри те, що попередньоциклові просадки досі тиснуть на оприлюднені результати.
Згідно з останніми показниками, наведеними в даних DropsTab, активи Bitmine наразі становлять понад 5,9 млн ETH. Виходячи з еталонної ціни Ether у розмірі $2 511 станом на неділю, частка оцінюється приблизно у $14,8 млрд — це ставить компанію приблизно на 4,9% від циркулюючої пропозиції Ethereum у 120,7 млн і тримає її близько до публічно заявленої цілі досягти рівня володіння 5%.

Strive, публічно торгівельний інвестменеджер і компанія з біткоїн-казначейства, прискорила накопичення біткоїнів, додавши 1 800 BTC на свій баланс протягом тижня з 24 серпня до 28 серпня. Закупівлі на суму близько $143 млн, включно з комісіями та витратами, вивели компанію ще глибше в число найбільших публічно торгівельних корпоративних власників біткоїнів.
СЕО Метт Коул підтвердив придбання в понеділок, описавши покупки як частину поточної стратегії. Згідно з оприлюдненими компанією показниками, Strive сплатив у середньому $79 431 за один біткоїн для останнього траншу.

У березні майже мертвий біткоїн-коштель несподівано знову ожив і перекинув приблизно 1 мільйон доларів у BTC через велику централізовану кастодіальну установу — лише для того, щоб майже та сама сума була відправлена назад через три тижні. Менше ніж через два місяці після того короткого «кругового рейсу» ті самі кошти навмисно знищили, відправивши їх на непотратну адресу.
Ця історія вписується в ширшу загадку, яку підкреслюють дослідники блокчейну: у травні відбулося кілька транзакцій із «спалюванням» BTC на суму 107 BTC (що приблизно дорівнювало 8,5 млн доларів на той час). Новий аналіз кластерів гаманців свідчить, що адреси, пов’язані з «спалюванням», імовірно контролювала та сама людина, тож постає питання, чому хтось навмисно знищив монети, які відображають тривалу цінність.

Ціна біткоїна готується до ще одного критичного тесту неподалік рівня $80 000, хоча на графіках, схоже, панує заплутане середовище. Технічна картина виглядає трохи слабкою в короткостроковій перспективі, тоді як показники on-chain залишаються стабільними. Це зберігає доволі вузький торговий діапазон для BTC — від $77 000 до $80 000.
Ключовий висновок
Біткоїн прямує до важливого рівня опору на $80 000; прорив тут може підштовхнути ціну ближче до $88 000-$90 000.
Короткостроковий імпульс виглядає слабким, оскільки BTC торгується неподалік ключових рівнів підтримки на $77 000-$78 000.

Стратегія відновила купівлю біткоїнів після короткої паузи, придбавши 4 603 BTC за 370 мільйонів доларів, повідомляє понеділковий Form 8-K, поданий до Комісії з цінних паперів і бірж США (U.S. Securities and Exchange Commission). Ця операція збільшує загальний обсяг біткоїн-резервів компанії до 845 050 BTC.
У поданій заяві Strategy зазначає середню ціну купівлі — 80 318 доларів за один біткоїн, що доводить сукупні придбання до 63,3 мільярда доларів при середній вартості 75 413 доларів. Компанія профінансувала купівлю за рахунок чистих надходжень від продажу 602 мільйонів звичайних акцій MSTR, а також спрямувала частину цих коштів на корпоративну готівку та викуп акцій.

Криптопроєкти все активніше застосовують стратегію, більш звичну для традиційних фінансів: викуп власних токенів. За даними, зібраними Allium Labs і процитованими Financial Times у звіті, оприлюдненому в понеділок, у 2026 році проєкти вже витратили рекордні 638 мільйонів доларів на викуп токенів.
Ця сукупність підкреслює чітку концентрацію. Hyperliquid і Pump.fun разом забезпечують більшість показника за рік до дати: Hyperliquid відповідає приблизно за 370 мільйонів доларів, а Pump.fun — майже за 200 мільйонів, як повідомляє Financial Times за даними набору Allium Labs.

Біткоїн входить у вересень у знайомій «стиснутій» ситуації: ціна досі затиснута під щільним шаром опору, тоді як макроочікування знову хитнулися в бік більш жорсткої політики Федеральної резервної системи. Водночас волатильність на традиційних ринках посилюється: нафта реагує на нові події, пов’язані зі США та Іраном.
Для трейдерів наступні каталізатори здебільшого залежать від календаря. Попереду на тиждень припадає кілька публікацій з ринку праці США, які можуть швидко змінити очікування щодо відсоткових ставок, тоді як технічна картина біткоїна залишається зосередженою на поверненні ключових рівнів нижче зони $86 000 та захисті важливих ковзних середніх.

Flow-based DeFi-кредитний протокол More Markets зазнав відтоку резервів приблизно на 9,3 млн доларів у цифрових активах, повідомила фірма з безпеки Blockaid. Blockaid заявила, що зловмисник вилучив приблизно 15,5 млн токенів Wrapped Flow (WFLOW) із кредитного резерву mFlowWFLOW протоколу в мережі Flow EVM.
Інцидент, описаний у дописі в понеділок на X компанією Blockaid (див. звіт Blockaid), демонструє, як платформи кредитування, що підтримують токени рідкого стейкінгу, можуть бути вразливими, коли механіки запозичення поєднуються з можливостями ліквідності та функцією режиму ефективності.