CryptoSlate

Treasury is doubling selected long-bond buybacks to $4B per operation as the Fed considers another rate hike.
The buybacks are not QE. Treasury still expects $739B of private borrowing this quarter. One policy supports bond-market functioning; the other can still tighten financial conditions.

US spot Bitcoin ETF inflows fell 76% on Friday, from $730.8M to $174.6M. BlackRock and Fidelity accounted for all new money.
The other 10 funds recorded zero net flow. The next trading session is Tuesday after Labor Day.

Aave voters are weighing emergency powers that could pause or freeze V4 markets instantly—but not turn them back on.
Those powers wouldn’t work in the current steward release, and the proposal does not require public post-action reports when they eventually do.

IBIT has taken in $63.9B since launch. Total net inflows across all US spot Bitcoin ETFs stand at $55.5B.
All other funds combined have posted $8.4B in net outflows. IBIT alone has more than offset them.

Weekly Solana ETF inflows fell 97%, from $142.7M to $4.9M.
Meanwhile, CME leveraged funds reduced their net short position from 2.17M SOL to 1.27M SOL. That is less bearish futures positioning—not fresh spot demand.

📊 DATA: Every 15 minutes, crypto perps get a measurable burst: the first 10 seconds bring 32% more dollar volume, 26% more trades and 26% larger price moves.
The pattern is real, but barely tradable. The model’s average edge was just 0.51 basis points before fees.

Strategy and Robinhood now make up 6.01% of a $4.5B US large-cap ETF, even though the fund isn’t a crypto product.
But this wasn’t a fresh crypto bet: both were already holdings at the Aug. 21 equal-weight reset, and MSTR’s 21.4% rally helped push it to No. 1.

Bitcoin forecasting keeps running into an awkward benchmark: today’s price.
A 2026 review found no model had shown durable superiority over a naive forecast at 1–6 month horizons across multiple market regimes. More complexity often meant more ways to fit noise.

Trezor says the ShipMonk breach exposed another ~67,000 US customers after old shipping records remained in the vendor’s systems despite written deletion assurances.
No keys or funds were compromised. The leaked data links names and addresses to hardware-wallet purchases.

Solana’s first rent cut is live, reducing the SOL reserve required for account storage by about 9%.
If the full 90% reduction takes effect, stored account data would need to grow tenfold just to keep the same amount of SOL locked.

Compound’s $24M governance scare wasn’t a bug: 82% of the proposal’s support arrived in the final 34 minutes, and the vote passed under the rules.
Compound later added a veto. That’s the DAO tradeoff: an emergency brake means someone gets override power.

Fed researchers say payment stablecoins could eventually enter M1 or M2, but their full face value cannot simply be added.
If their reserves already sit in bank deposits or money funds counted in those measures, adding the tokens would count the same dollars twice.
The note is staff research, not Fed policy.

Top Crypto Gainers & Losers: Sat, Sep 5 (24H)
📈 Biggest Gainers
AKEDO (AKE) +43.56%
MarsCoin (MARSCOIN) +40.56%
牛来 (Niu Lai) 牛来 +38.26%
📉 Biggest Losers

TerraClassicUSD (USTC) -7.34%
Maple Finance (SYRUP) -5.05%
Pump. fun (PUMP) -4.42%

AMC wants Robinhood to stop trading its AMC-linked token. Robinhood says it won’t.
The key detail: token holders do not own AMC shares. They hold debt issued by a Robinhood affiliate that tracks AMC’s economics, with no voting or direct shareholder rights.

Zcash broke $1,000 as Grayscale’s ZCSH ETF reached $414.7M in assets less than two weeks after launch.
Most of that AUM growth came from ZEC’s rally, not inflows. The fund’s holdings increased from 387,849 ZEC to 428,613.

A tax-saving DeFi loan can become someone else’s credit risk.
A Venus study found tax-sensitive borrowers traded less after new US reporting rules, and that lower activity was tied to more defaulted accounts and larger defaulted loan balances.

Wall Street has turned AI’s power demand into a $61B bond market, up from about $4B in 2020.
What investors are really underwriting is access to electricity: tenant rent pays the bonds, but power costs, available megawatts and future retrofit needs determine how much cash is left.

Bitcoin fell to $78,660 after US payrolls rose by 162,000 in August, more than five times the average monthly gain over the previous year.
The report weakens the labor-market case for keeping rates unchanged, putting more focus on Sept. 11 CPI before the Fed meets Sept. 15–16.

Robinhood Chain halted for at least 14 minutes after accounting for 78.5% of L2 revenue over the past 30 days.
The same day, AMC demanded Robinhood stop trading its AMC-linked token. Robinhood refused. Holders get price exposure, not ownership in AMC shares.