CRYPTO THINGS YOU MAY HAVE MISSED — LAST 24 HOURS | 1 OCTOBER 2026 The SEC just opened a compliant route for investment funds to custody crypto—while institutional flows and global liquidity moved sharply in the opposite direction. 🧵👇 1/3 — THE SEC TARGETS CRYPTO’S CUSTODY BOTTLENECK The SEC proposed dedicated custody rules for registered investment advisers and regulated funds. The framework would: ▪️ Permit crypto self-custody in certain circumstances ▪️ Allow state trust companies to serve as custodians ▪️ Expand the crypto strategies regulated funds can offer ▪️ Replace rules designed primarily for traditional assets Investor takeaway: clearer custody rules could remove a major barrier preventing advisers and funds from offering direct crypto exposure. But this is still a proposal, with a 60-day public-comment period—not final regulation. SEC 2/3 — GLOBAL YIELDS JUST SENT A WARNING The US 10-year Treasury yield briefly reached 5.34%—its highest level since 2002. Meanwhile: ▪️ UK 30-year yield crossed 6% ▪️ French 10-year yield approached 5% ▪️ Markets now expect at least three more Fed hikes by mid-2027 This is the liquidity threat: regulatory access to crypto is improving precisely as the cost of capital rises. That remains a serious headwind for $BTC, $ETH, $XRP and #Altcoins. Reuters Reuters 3/3 — ETF DEMAND FINALLY CRACKED Wednesday’s completed US session recorded: 🔻 Spot $BTC ETFs: $148.7M outflow 🔻 Spot $ETH ETFs: $59.6M outflow 🔻 Combined: $208.3M outflow Bitcoin’s nine-session inflow streak ended, with Fidelity’s FBTC accounting for $125.6M of the selling. One session does not confirm a lasting reversal—but after the recent institutional buying wave, another large outflow would materially weaken the demand story. Bitcoin flows | Ethereum flows Farside Investors 🔍 No verified material network development appeared today for Ripple/XRPL, Hedera, Stellar or XDC. The scheduled XRP escrow release is routine—not a new $XRP catalyst. No fresh fundamental development for hedera-hashgraph:native, stellar:native or $XDC. Which controls crypto next—clearer SEC custody rules or 5%+ Treasury yields? #CryptoNews #XRP #Bitcoin #Ethereum #Altcoins

🚨 $XRP Lending Data Worth Watching✨ The three largest borrowers control around 93% of roughly $7.2M in debt in an XRP backed Morpho lending market. As of Oct 1 NS3 AI data shows borrowers owed about 7.18M RLUSD against 10.76M FXRP. The setup lets XRP holders borrow Ripple’s $RLUSD on Ethereum without immediately selling their XRP exposure. But there’s an important risk concentration. With most debt held by just three addresses the data currently provides limited evidence of broad-based adoption. The cross-chain structure also adds bridge and redemption dependencies. If lending expands directly on the XRP Ledger access could become simpler. But bigger lending volumes alone don’t automatically mean new XRP demand.

Evernorth Wins Shareholder Approval for Nasdaq Debut, Holds 473M XRP Treasury Evernorth is moving toward becoming a publicly traded “XRP treasury” company after shareholders of SPAC Armada Acquisition Corp. II approved its proposed business combination. The approval clears a...