SergioBanani

BitMine acquired 27,180 ETH over the week
On September 14, BitMine announced that its Ethereum reserve had grown to 5.9 million ETH—about 4.9% of the supply of the second-largest cryptocurrency by market capitalization. Of this amount, 5.07 million ETH is staked. The company valued its total assets, cash, and investments at $15.8 billion.

Circle is acquiring Singaporean payment platform Tazapay for $400 million to accelerate the expansion of USDC in emerging markets. CoinDesk reports this, citing expert opinions.

In the event of a prolonged 20% correction in the S&P 500, the first cryptocurrency will inevitably plunge to its long-term support level of around $10,000. Mike McGlone, senior strategist at Bloomberg Intelligence, warned.

OpenAI will not go public in 2026
OpenAI CEO Sam Altman said it would currently be “unwise” for the company to conduct an IPO due to AI safety concerns.
OpenAI confidentially filed documents for a listing back in June, but Altman now says the company is in no rush and will go public when it is ready—both from a business perspective and in light of the public climate surrounding AI

After three weeks of continuous net inflows, spot Bitcoin ETFs lost nearly $463 million. Capital outflows and the price decline pushed the products’ combined assets under management back below $100 billion, with the figure falling to $97 billion.
Ethereum funds, by contrast, continued to attract investment for the fourth consecutive week. In the latest week, inflows amounted to more than $197 million. The products’ AUM recovered to $16.3 billion. Similar levels were last recorded in January.

ZachXBT reported a possible Revolut customer data leak
On September 12, on-chain investigator ZachXBT reported that Revolut allegedly disclosed customer data to third parties after mistaking a fake request from a government agency for a genuine one. The exposed information included names, contact details, copies of documents, verification selfies, banking details, and transaction history, including bitcoin transfers. According to the researcher, the incident affected a limited number of accounts and may have targeted affluent users. Some of them have already received notifications from Revolut

“This is not white-hat hacking. This is theft”
Blockstream refused to pay a ransom for the remaining bitcoins stolen from the Liquid Network.
Of the nearly 4,000 BTC, the attackers returned 3,400, but still hold around 598.5 BTC.
The company said it would seek their return through law enforcement, exchanges, and blockchain analysts.

Bitwise to Liquidate Dogecoin ETF BWOW, Trading to End October 14
Bitwise announced that it will liquidate and close its Dogecoin ETF (NYSE: BWOW). The fund is expected to cease operations after its final trading day on October 14, 2026, with creations of new shares also ending. Remaining shareholders will receive a cash distribution on October 22 based on the fund’s net asset value as of October 21, with no action required. Bitwise said the liquidation is part of an adjustment to its product lineup.

A teaser for the film “Artificial,” starring Andrew Garfield as OpenAI founder Sam Altman, has been released.
The film will tell the story of his sudden firing in 2023 and his equally sudden return.
Studio Neon will release the film in December this year. Amazon MGM was initially set to be the distributor, but it withdrew from the project. Shortly after, OpenAI and Jeff Bezos’s company entered into a partnership worth $50 billion 👀

Fujitsu has created the first working prototype of a quantum computer based on diamond spin qubits. The company plans to use photonic interconnects to scale the system and create a multimodule version as early as 2027.

CLARITY Act risks being stalled until 2030
Senator Cynthia Lummis warned: if the current Congress fails to pass the bill, the next real window to return to crypto market structure regulation will not come for another four years.
“These are years of jobs, investment, and tax revenue that we may not lose if we finish the job now,” she wrote.

Fake Claude Opus 5 steals crypto wallet data
A fake Anthropic repository offering “free Claude Opus 5” was found on GitHub. Instead of AI, it installs RevStealer malware
The program targets data from more than 50 crypto wallets, browsers, and password managers. After stealing the information, RevStealer removes traces of its presence

Pineapple Financial Moves $1 Billion in Mortgage Records to the Blockchain
Canadian mortgage company Pineapple Financial has transferred more than $1 billion worth of housing loan records to the Injective blockchain. As part of the process, data on active loans is being tokenized, rather than new mortgage-backed securities. Each on-chain record is linked to the original loan file and includes more than 500 parameters.
Going forward, Pineapple plans to move its entire portfolio to the blockchain—more than 29,000 mortgages totaling over $10 billion.

South Korea will begin tokenizing securities as early as February 2027
At the first stage, the issuance of tokenized corporate bonds, private funds, and some over-the-counter stocks will be permitted.
Later, the infrastructure will be extended to public securities, while settlements are intended to move on-chain, including through stablecoins.

Kalshi plans to request CFTC approval for a perpetual WTI crude oil futures contract as early as next week.
If the regulator agrees, it would be the first such oil contract on a regulated platform in the United States.
The $22 billion prediction market platform plans to keep trading open around the clock five days a week, rather than operate 24/7.
The choice is related to regulators closely examining the idea of continuous trading in energy commodities.

On September 1, OpenAI assigned the upcoming Astra model a Critical rating for cyber capabilities under the Preparedness Framework—the first time for its AI systems. However, the test results apply to the configuration with expanded Daybreak Blue access, while the most advanced security features will be available to a limited group of users after release.

Strategy Opposes MSCI’s New Criteria
Strategy called MSCI’s proposal to tighten the rules for including issuers in its indexes “discriminatory and arbitrary.” Under the initiative, if less than half of a company’s assets are unrelated to its core business, it may undergo an additional review and ultimately lose its place in index baskets.
In a test application of the new criteria, Strategy and Metaplanet fell under the exclusion criteria, while SharpLink was added to the watchlist. MSCI is accepting feedback until September 30, with a final decision planned by October 16.

📉 Bitcoin fell below $78,000 after the Fed chair’s speech
Kevin Warsh said inflation is not yet moving toward the 2% target with sufficient confidence. Following his remarks, the probability of a rate hike in September rose to 57%.
Amid the correction, positions worth more than $384 million were liquidated over 24 hours, including $310 million in longs.

Trump and crypto companies affiliated with his family have caused investors losses of at least $4.7 billion since 2022.

Bernstein forecasts bitcoin at $125,000 by year-end
Bernstein analysts expect bitcoin to return to $125,000 by the end of 2026 and rise to a new high of around $150,000 by mid-2027.
In their base-case scenario, they also allow for bitcoin reaching approximately $300,000 at the peak of the next cycle in 2029.
The forecast is based on bitcoin’s historical four-year cycle and a valuation model relative to the marginal cost of mining.
Analysts cite demand from ETFs and corporate reserves, as well as growing interest in scarce assets amid governments’ debt burdens, as additional factors.