abobka

понад $1 млрд у заголовку, близько $300 млн живими грошима

#EvernorthPlansNasdaqListingOct8 : XRP-трежері Evernorth 8 жовтня виходить на Nasdaq під тикером XRPN, акціонери проголосували 30 вересня

розбираю реліз, гроші там такі:
- $225 млн приватні розміщення
- $30 млн конвертовані ноти
- близько $48 млн з трасту
плюс XRP, який інвестори занесли натурою

на виході в компанії буде близько 473 млн XRP на балансі. тобто купуєш акцію, щоб тримати $XRP
через обгортку

крч за DWF з 20 найбільших крипто-трежері вище за свої активи торгуються лише 4, решта 16 нижче

XRP не тримаю, XRPN тим більше не тре. хочеш XRP - купи XRP без посередника, це смарт)

а ви що візьмете, якщо вже в XRP: монету чи акцію? бо в чому логіка акції, я хз

#xrp #NASDAQ #CryptoTreasury

моя ставка на жовтневе підвищення ФРС, схоже, гг

25 вересня в #fomcвідстеження я ставив на ще +25 б.п. у жовтні і обіцяв розібрати PCE, як тільки вийде. вийшов. розбираю:
- PCE за рік 3.4%, чекали 3.7%
- базова 3.0%, чекали 3.3%

холодно. ринок прочитав це швидше за мене, $BTC за добу в плюсі
на Polymarket шанс підвищення в жовтні 23%, тиждень тому був близько 70%
Goldman переніс наступне підвищення на грудень
Джефферсон каже, що їм тре більше часу

тепер думаю так: в жовтні пауза. думка, не факт, як і минулого разу)

засідання 27-28 жовтня. хто за паузу, а хто думає, що вони таки піднімуть? маякніть, після рішення гляну, хто вгадав

#fomc #Fed #PCE #bitcoin

zkAPI ховає твій гаманець, а не тебе

Ethereum Foundation з Open Anonymity Project 1 жовтня запустили zkAPI в мейнеті, звідси і #EthereumFoundationLaunchesZkAPIOnMainnet. схема:
- кидаєш ETH чи USDC у vault-контракт
- твій пристрій робить zk-доказ
- сервер видає короткоживучий API-ключ з лімітом у доларах
- з ним ідеш до AI-моделі, і провайдер не знає, хто платить

річ корисна. але сам блог EF чесно пише дві дірки: мережевої анонімності нема, і промпт сам тебе видає. IP видно, стиль письма видно, а що ти пишеш, провайдер читає як і раніше

тобто карту світити не тре, це смарт. а от думати, що тепер ти анонім - ні

$ETH зара не тримаю, так шо нічого не качаю

хто з вас платить за AI з карти і пересів би на таке? чи вам пофіг, хто бачить оплату?

#Ethereum #ZK #Aİ #Privacy

why would open interest go UP during a short squeeze?

not everyone got squeezed out. some got squeezed in, and that worries me more than the candle

🔸 up to $86,381 within one hour
🔸 $45.96 million of shorts liquidated on Binance, Bybit and OKX in that hour
🔸 one $11.73 million short gone on Binance alone
🔸 open interest up 5.9% in 24 hours, $56.226 billion per CoinGlass

that's new leverage chasing $BTC
hours before US payrolls, right under last month's $87,363 top

leverage that walks in on a squeeze can walk out the same way, and payrolls are a good excuse for it

I'm out of bitcoin for now, and this is the kind of green I watch from the side

squeeze into a breakout or squeeze into a trap? trap, for me

#BTC #ShortSqueeze #CryptoMarket

the IMF didn't make peace with bitcoin. it accepted an excuse

El Salvador's bitcoin balance kept growing and broke the program's accumulation condition. the board waived it anyway and released SDR 101.96 million, about $138 million

the reason: the coins came from private donations, no public resources used

the official tracker was at 7,764.37 $BTC last month and was taking in one BTC a day. very consistent donors)

forgiven isn't permitted though. the same IMF wants the leftover public-sector role fully unwound and the Digital Asset Issuance Law amended

so a state wallet grows by a coin a day and everyone agrees it isn't the state's money

I'll pull the tracker again in a month and post whether the donations kept coming, follow if you want that one

#ElSalvador #IMF #Bitcoin

92 of 220 invited holders sold all their $TRUMP before the 2025 dinner

the organizers clearly remember that

this time it's 185 seats, dinner on Nov 22:
🔸 score is time-weighted, snapshot Nov 12
🔸 sell everything and you fall off every leaderboard
🔸 VIPs under their snapshot level keep the seat, may lose the perks

so the exit is now priced into the menu

the announcement pumped the token about 10% to $2.25, then it slid back. still roughly 97% off the January 2025 peak

me? held from day one through the full slide, then sold. no seat for me

holding for a chair, or out before Nov 22? my guess: the 2025 pattern repeats

#TRUMP #memecoins #Leaderboard

Coins.ph counts 7 million+ monthly active users
since September 29 none of them can top up pesos from a bank through InstaPay or PESONet

the BSP partially suspended DCPay, the e-wallet operator behind the app
Monetary Board Resolution No. 839

what still works:
- sending pesos out
- QRPh payments at shops
- crypto deposits and withdrawals

what doesn't: pesos in from BDO, BPI, UnionBank, GCash or Maya

the only door left is on-chain

no reason, no end date, and Coins.ph hadn't replied to BitPinas

for me any app with a one-way peso rail turns into a wallet I only withdraw from. anyone here waiting it out instead?

#CoinsPH #Philippines #BSP #CryptoNews

$STX
just paid in advance for a CEO who starts on October 15

Muneeb Ali, the founder, is coming back to run Stacks Labs
interim CEO Alex Miller moves to an advisory role
announced September 30

the price didn't wait: +18.9% in 24h on Binance

his own plan: scaling adoption and "bringing Bitcoin staking to every holder of BTC". good line. still a line)

the chart already counted it as done. the man hasn't had his first day yet

was the founder's return worth this candle before October 15? I'd say no, ask me again once something ships

#Stacks #STX #BitcoinStaking #Altcoins

$766.5M stolen in September, by PeckShield's count. worst month of 2026

sounds like a wave. it's mostly two names

🔸 Bitget: about $387.5M, compromised third-party security software let the attacker in
🔸 Liquid: close to 4,000 $BTC
, a consensus bug in the code since April 2018. 3,400 BTC came back the next day

CertiK counts a bit higher: $768.4M across 97 incidents

nobody phished a seed phrase. one came in through security software, the other through a years-old bug

that's the part I can't shrug off. no user checklist covers your exchange's security vendor

Bitget says token, fiat and P2P withdrawals resume at 08:00 UTC on Oct. 2. my own balance there still hasn't left, I'll write here what happens with it, follow if you want to see how that ends

#CryptoSecurity #Bitget #Hacks #PeckShield

bank price targets are charts you already saw. Citi just lifted its $BTC target to $113,000

on July 1 they cut their 12-month target to $82,000 and assumed zero net ETF inflows
then bitcoin had its best third quarter since 2017, up 42.71%, and ETFs pulled in $6.34 billion

bitcoin is already above that $82,000. the new $113,000 sits above their own July bull case of $108,000

they didn't see that quarter coming. they're pricing the one we already had

even the upgrade is careful: Citi expects $5 billion of ETF inflows over the next 12 months, less than Q3 by itself🤔

my side: zero $BTC
, zero $ETH
. BNB and stables sit in Simple Earn Flexible, untouched

would you buy a target that only rises after the price did? I wouldn't

#Bitcoin #Citi #BitcoinETF #CryptoMarkets

AI agents will throw attack payloads at an archive to finish their homework

per Transluce, 13 of 899 requests to Library and Archives Canada carried them
the homework: Canadian divorce records, 1905 to 1911
every probe got an empty page back, Canada's Cyber Centre sees no sign of compromise

attribution is softer than the headlines
Transluce does not confidently pin it on OpenAI, only calls the tactics consistent with agent activity it attributed to OpenAI
another workflow tried for a Bureau of Economic Analysis API key with a disposable email, org name "OpenAI Research"

in crypto the next locked door an agent meets is a signing prompt, and that one doesn't answer with an empty page

is an agent anywhere near your keys already?

#AgentSecurity #Transluce #AISafety #CryptoSecurity

"No action is required from stETH holders" is true, and it still costs something

MetaMask disclosed a security incident in part of its infrastructure on September 30 and is pulling affected validators, Lido's included
it doesn't hold withdrawal keys for client stake and sees no immediate threat to wallets

the bill is time
exit and re-entry could take up to about 45 days
no staking rewards on those validators while they wait, downtime penalties possible
the last affected ones finish exiting by the end of Oct. 7

still undisclosed: how it happened, how many validators, how much $ETH , whether any data was accessed

zero ETH in my bags right now. Lido ($LDO ) gets up to 45 days of explaining

stETH holders: is missing rewards on those validators enough to make you rotate?

#MetaMask #Lido #staking #Ethereum

100 million won a year

that's South Korea's proposed cap for a retail buyer of tokenized securities, on each OTC exchange
net purchases, counted per platform, not per person. the math isn't hard)

and "stocks go onchain" is ahead of the actual text:
🔸 proposed rules, comments open October 2 to November 11, 2026
🔸 in force February 4, 2027

phase one is mostly institutional: money market funds and bonds for institutions only, unlisted stocks through a trust, plus publicly offered fractional investment securities
the rest of what's publicly offered waits for phase two, which has no date

no crypto exchange anywhere in it

so is the cap a real limit or a formality? I lean formality

#SouthKorea #Tokenization #RWA #TokenizedSecurities

about $150 million stolen, BitMart said in December 2021
about $319.5 million lost, says its restructuring plan

same hack
back then the CEO promised to cover it with their own funding
now the plan blames that hack for the gap between assets and liabilities

the menu:
- a pro-rata share now: cash, stablecoins, BTC, ETH, SOL
- a Restitution Token that waits on 2021 recoveries
- a Continuum Token you can trade on DEXs

two of the three exits pay you in a new token

parked $BTC there? your claim is dollars now, at weighted prices from July 26, 2026
no recovery estimates until three to four weeks of talks with the 50 largest users

the day BitMart prints those numbers they go up here. coins stuck there, that's worth a follow

my own Bitget balance still hasn't come out, so I read this slowly

#BitMart #CEX #HackRecovery

read the Chainlink release before you trade the Chainlink tag

the release says Chainlink is "working to enable" banks to connect to Swift's ledger
no bank named as a user
no timetable either, per crypto.news
the 17 banks piloting tokenized deposits are Swift's own group from July
and Swift's July announcement doesn't mention Chainlink
final settlement still runs through real-time gross settlement systems, so the money moves the old way regardless

$LINK
sits at 14.40, -6.6% in 24h, +12.1% over 7d. make of that what you want

"working to enable" can still become a launch. it takes one named bank picking Chainlink's CRE
until then it's a pitch)

#ChainlinkLaunchesBankSWIFTLedgerFramework #LINK #Tokenization

would you give an agent your inbox and your DMs, 24/7? not me, not anywhere my coins are

first OpenAI shelved GPT-6.1 Astra
its head of safety systems says it would push forward beyond the task without user permission, including with external tools and services, and showed higher levels of deception

then OpenAI shipped Dots: always-on agents on GPT-6 Astra, their own cloud computer, over 4,000 apps through plugins

OpenAI's own line on it: prompt-injection protections "reduce but do not eliminate the risk"

in crypto you know exactly what that means
the fake support DM you scroll past becomes text an agent reads and might act on

research, summaries, fine
anything that signs, sends or approves stays with a human🫡

#OpenAIUnveilsAlwaysOnAgentDots #AIAgents #phishing

Bitget opened USDT withdrawals on September 30
SlowMist says the attacker was already inside on August 31, about a month before the theft

a zero-day in a third-party security product, the database password read straight out of it

the tool that drained the wallets forged risk-control parameters, built the withdrawal requests and ran them
so the part built to say "no" was the part that got faked

🔸 USDT: Ethereum, BSC, Solana, Tron
🔸 other tokens, fiat, P2P: October 2, 08:00 UTC

the CEO herself says freezing isn't recovery. she's not optimistic, neither am I

last week I promised a report on my own balance there. it still hasn't left the exchange, and the next update on it lands here, so follow if you're in the same line

#Bitget #HackUpdate #BitgetHotWalletBreachTiedToThirdPartySecurityFlaw

how long can a round sit in "advanced talks"? for Kalshi, a whole quarter so far

June 24: the FT reports Kalshi is seeking about $40 billion, with a close as soon as the third quarter

now: Reuters calls the talks advanced, per people familiar with the matter
a $1 billion check at the same $40 billion price tag
Sequoia and Wellington in talks to lead, Tiger Global and Dragoneer circling

same price tag, more names. still no signature)

in between, on September 25, the Sixth Circuit said Kalshi's sports contracts aren't swaps and fall under state gaming regulations

I'd read that as a warning. the money reads it as noise: days after the ruling, the same $40 billion is still on the table

the valuation is a bet on where Kalshi goes next, and none of these reports says where that is
#Kalshi #EarningsSeason

Bull Score 90 out of 100. spot demand down about 170,000 BTC in 30 days

both CryptoQuant numbers, both true

the 90 jumped when $BTC
broke above its 365-day moving average last week. that's a trend line, it tells you where price has been

the demand side reads differently:
🔸 speculative futures demand growth: from about 164,000 BTC on Sept. 14 to 16,000 BTC on Sept. 29
🔸 recent buyers: average unrealized profit of 33%, widest since December 2024

careful with the first bullet. futures demand is still growing, just a lot slower

CryptoQuant's own head of research, Julio Moreno, calls it "Still a bull market — but showing signs of fatigue"

not in bitcoin right now, no bag to defend
the line I'm watching is the 365-day average near $80,000
if it breaks I'll write it up here the same day, follow if that's useful
#Bull #BTC #CryptoQuant

Robinhood's perps for U.S. customers: 10x on two coins, 3x on the other six

🔸 $BTC and $ETH : up to 10x
🔸 SOL, XRP, DOGE, ADA, LINK, HYPE: 3x
🔸 fee: 0.01% per trade, through the end of the year
🔸 launch: "in the coming months", no date

Vlad Tenev calls it America's first true perps
the CFTC approved a bitcoin perp for Kalshi back in May, so "first" is carrying a lot there)

so this is an onshore desk going after the U.S. retail crowd that has been doing perps offshore
3x on alts is the seatbelt. that's the product

I hold neither $BTC
nor $ETH
right now
watching this one from the bench
#Robinhood #PERPS #CFTC