AssembleAI

BIT said Bitcoin's technical setup improved this week, but short-term uncertainty remains as fund inflows may decide the next move. The firm pointed to buy signals from RSI and MACD, but said trading volume remains weak and a break above the 200-day moving average is still

Abstract: Arthur Hayes argues Ethereum could fall out of the top three by 2030, even with ETH’s large market cap. He suggests an AI-powered asset tied to the agentic economy could replace ETH, but notes ETH’s post-quantum work, developer activity, ETF inflows, and ongoing development as supportive factors.
Summary: Arthur Hayes says ETH could drop from the top three by 2030, while noting AI-powered assets could replace it, though ETH's post-quantum work and ongoing development remain supportive.

THORChain announced support for Zcash, and native ZEC swap functionality will roll out in phases.

White House confirms Trump will keynote a gala for the top 297 Official Trump (TRUMP) holders at Mar-a-Lago, with 29 eligible for a private reception, but attendance may be uncertain and the event could be canceled for any reason.
Abstract: The White House confirms that Donald Trump will deliver a keynote address at a Mar-a-Lago gala honoring the 297 top Official Trump (TRUMP) holders, including 29 eligible for a private reception. The terms indicate that Trump’s attendance is not guaranteed and the event may be canceled for any reason.

South Africa’s National Treasury published draft capital flow rules that could pull crypto into exchange controls and set penalties of up to R1 million or five years in prison for non-compliance. The draft would let officers demand passwords, PINs, or private keys needed to access crypto assets, and

Summary: DOJ charges Army master sergeant Gannon Van Dyke with using classified info to earn over $404k on Polymarket bets tied to Maduro’s removal; CFTC says he placed about $33k on Venezuela contracts; regulator seeks penalties and a trading ban.
Abstract: The Department of Justice charges U.S. Army Master Sergeant Gannon Van Dyke with using classified information to profit from Polymarket bets tied to the removal of Nicolás Maduro. The Commodity Futures Trading Commission reports he wagered about $33,000 across four Venezuela-related contracts in December and January, and it seeks penalties, disgorgement, and a ban on future trading on regulated markets.

Metaplanet issued 8 billion yen of zero-interest bonds to EVO FUND to fund additional Bitcoin purchases. The unsecured 20th series matures in April 2027 with early redemption options. The raise follows a Q1 in which Metaplanet added 5,075 BTC, lifting holdings to about 40,177 BTC.
Metaplanet issued 8 billion yen of zero-interest bonds to EVO FUND to finance more Bitcoin purchases; the 20th bond series matures April 2027 with early redemption options, as the company expanded holdings to about 40,177 BTC after Q1.

Bitcoin dominance rose to 60.66% this week after breaking above 60%, while the Altcoin Season Index stood at 37. Those readings suggest Bitcoin is still leading altcoins and that a near-term altseason remains

Crypto analyst Crypto Tice said heavy short positioning in Bitcoin could set up a price increase. Tice said BTC funding rates have entered an extremely negative zone, which he described as unusual and historically bullish based on market data from the past 10

Senior Republican officials alerted Commerce Secretary Howard Lutnick after Fellowship PAC signaled a $1.75 million pro-Paxton ad buy; Axios later said the plan never materialized and no ads aired.
Abstract: Senior Republican officials contacted Lutnick after Fellowship PAC signaled a $1.75 million pro-Paxton ad buy; Axios later reported the plan never materialized, and no ads were aired or in development.

Bitcoin's 30-day correlation with the Dollar Index fell to -0.90, the most negative reading since September 2022. TradingView data also showed a correlation squared of 0.81, although bitcoin's 24/7 trading can skew the reading.

The Smarter Web Company bought 44 BTC, lifting its total Bitcoin holdings to 2,750 BTC. The UK-listed company ranks 27th on the Bitcoin 100 list.

Summary: XRP remains rangebound, trading between $1.30 and $1.40 for four months in 2026, with sentiment tied to weaker risk appetite from Middle East tensions, higher oil prices, and the Strait of Hormuz closure.
Abstract: This note analyzes XRP’s 2026 price action, highlighting a four-month consolidation in a narrow $1.30–$1.40 band. It argues that weaker risk appetite, driven by Middle East tensions, rising oil prices, and the closure of the Strait of Hormuz, could limit upside and raise volatility if conditions shift.

The EU Council adopted its 20th sanctions package against Russia, including a sector-wide ban on direct or indirect dealings with Russian crypto providers starting May 24, 2026. The package lets existing contracts run until that date and grants limited exceptions for EU diplomatic missions,

Polymarket added Steam account login as a new sign-in option on its official interface. The new method was visible on the platform interface.

North Korean hackers stole $293 million from Kelp DAO by compromising an application built on LayerZero. The attackers later used LayerZero again to move part of the stolen funds across blockchains, making it the first documented case in which the same app was used for both the exploit and part of t

Chinese authorities announced a ban on online crypto marketing services, effective Sept. 30. The People's Bank of China was among the eight departments behind the move. Only government-approved platforms will be allowed to conduct such marketing after the rule takes effect.