StacyMuur

ICYMI, last week I compared @worldnetwork and @Concordium’s different approaches to private identity.
This week I went through some of their docs, and I found a few more things that make those differences a bit clearer when it comes to AI agents.
World starts with proof of personhood. A verified human can delegate their World ID to an agent, proving that a real, unique human sits behind it. That’s especially useful for Sybil resistance.
Concordium $CCD approaches the problem differently:
Its Agent Registry gives the agent its own onchain identity anchor, linked to the verified human or busines

Pons daily token volume on Robinhood has collapsed by 92% in 30 days.
• September 4th: $931M
• October 4th: $70M
The chart looks absolutely cooked.

This week's largest unlocks ↓
• Hyperliquid ($HYPE ): $899M unlocking (4.5% of supply)
• Ethena ($ENA ): $41M unlocking (1.7% of supply)
• Aptos ($APT ): $9.1M unlocking (1.3% of supply)
• peaq ($PEAQ ): $3.9M unlocking (3.3% of supply)
• ($IO): $2.3M unlocking (3.2% of supply)
• Babylon ($BABY): $1.9M unlocking (2.9% of supply)
• Linea ($LINEA): $1.4M unlocking (2.0% of supply)
• Optimism ($OP): $605K unlocking (0.2% of supply)
• GAL (migrated to Gravity - G) ($GAL): $347K unlocking (0.5% of supply)
The top 3 account for 99% of the week's total.
Data: @Tokenomist_ai

A new security report says the MetaMask hacker stole only 0.36 $ETH .
Withdrawing validators’ staked ETH is now considered “unlikely”.
Still no official update from @MetaMask.
Radio silence since the exploit announcement.

I think we're seeing a bit of fatigue in this rally.
Here's what I mean: Bitcoin holders recorded their biggest single day of profit-taking this year on September 22.
On top of that, spot buying demand remains weak, making it harder to absorb selling.
@cryptoquant_com's figures show futures demand growth slowed by around 90%, falling from +164K BTC to +16K BTC between September 14 and 29.
So I don't think this necessarily means the bull market is over, but we might experience a pullback before the rally can regain momentum.

zkSync has raised $458M in total from VCs.
$200M in the Series C at a $1.25B valuation.
It now has an FDV of $254M.
VCs do also cry.

There were 344 crypto security incidents in the first half of 2026 alone, that's almost two a day.
Here's why this keeps happening in crypto ↓
1️⃣ One bug = millions at risk
Protocols move money automatically, and a loophole in the code can let attackers drain funds before anyone notices.
2️⃣ Oracle manipulation
Manipulated price feeds can make a lending protocol value a token at 10x its actual price, letting attackers borrow way more than their collateral should allow.
3️⃣ Admin keys still exist
Even decentralized projects often have a few people with privileged access. Stolen keys or malicio

Imagine my face when I checked Monad’s TVL and saw >$1 billion.
Almost every major chain metric has been trending up and to the right for months.
And somehow, I’ve barely seen a single person on CT talking about it.
Are we witnessing the @monad comeback arc in real time?

. @MicroStrategy bought another 1,665 BTC for $143M, but TBH, big buys won’t lift BTC if selling pressure keeps pace.
Rn $BTC is at around $82.9K after pulling back from $87K, so here’s what I’m watching on the 4H:
• Support: Buyers need to defend $82.5K–$83K.
• Upside: Reclaim $84K–$85K for a possible retest of $86.5K–$87K.
• Downside: Lose $82.5K and watch $81K–$82K next.
Buyers need to absorb more of that selling so we can go higher.
Send it.

What happened to Robinhood Chain?