News

Bullish

OCC grants Bastion conditional approval to form a national trust bank

TL;DR The OCC granted conditional approval for Bastion to form a non-depository national trust bank focused on digital asset custody and...
OCC grants Bastion conditional approval to form a national trust bank
Neutral

VanEck reports Metaplanet executive options equal 22.4% of shares

VanEck’s latest Bitcoin ChainCheck highlights dilution risk inside Metaplanet’s Bitcoin treasury strategy, focusing on executive stock-option...
VanEck reports Metaplanet executive options equal 22.4% of shares

SEC exemption boosts issuer-backed tokenized stocks, not Backpack

After the SEC recently announced an innovation exemption related to tokenized stocks, tokens in the tokenized-stock ecosystem saw sharp gains. In...
SEC exemption boosts issuer-backed tokenized stocks, not Backpack
Bearish

Trump weighs Iran response: military strike, sanctions, or deal

President Trump told Fox News he is in “deciding mode” and signaled imminent actions on Iran: wipe Iran out, let it rot economically, or make a...
Bullish

Ukraine launches 1,600-drone strike, hits Moscow’s main oil refinery

Ukraine launched one of its largest drone strikes to date: 1,600+ drones reportedly targeted the Moscow region and hit the city’s main oil refinery....
Bullish

JPMorgan says Bitcoin could outperform gold as ETF hedging falls

Bitcoin trailed gold for most of 2026 as investors favored inflation hedges and a hawkish Federal Reserve and the CLARITY Act setback pressured...
Bearish

Ukraine launches large-scale attack on Moscow

우크라이나가 모스크바를 대상으로 대규모 공격을 개시했다는 소식이 전해졌다. 전선 확대와 전략적 목표물 타격 가능성이 높아졌다: 지정학적 위험 프리미엄 확대, 에너지·원자재 변동성 상승, 위험자산 회피 심리가 강화될 수 있다. 크립토 시장에서는 변동성 확대, 단기...
Ukraine launches large-scale attack on Moscow
Bullish

Citi forecasts DRAM price increases through 2031 as HBM limits supply

메모리 업종은 단기 가격 급등보다 이익의 수명과 주주환원 지속성이 핵심이다. Citi는 DRAM 가격이 2026년 242%, 2027년 23% 상승하고 2031년까지 연간 상승을 제시한다. 이번 사이클의 특징은 급등 이후에도 가격 하락을 가정하지 않는 점이다. ...
Citi forecasts DRAM price increases through 2031 as HBM limits supply
Neutral

US boosts Venezuelan oil imports to 782,000 barrels daily, highest since 2017

US crude oil imports from Venezuela increased by 183,000 barrels per day last week to 782,000 barrels per day, the highest weekly level since August...
US boosts Venezuelan oil imports to 782,000 barrels daily, highest since 2017
Bearish

US prepares large-scale operation against Yemen Houthis after Saudi attacks

The United States is preparing a large-scale military operation against Houthi forces in Yemen in response to their strikes on Saudi Arabia and...
Bearish

Foreign investors cut US Treasuries $50B to $9.25T, lowest since Oct 2025

Foreign holdings of US Treasuries declined by 50 billion dollars in July to 9.25 trillion dollars, the lowest total since October 2025. The monthly...
Foreign investors cut US Treasuries $50B to $9.25T, lowest since Oct 2025
Neutral

BofA survey finds 53% call semiconductors most crowded trade, fourth month

A Bank of America survey of global fund managers conducted from September 4 to September 10 shows semiconductors remain the most crowded trade for...
BofA survey finds 53% call semiconductors most crowded trade, fourth month
Neutral

Kobeissi Letter says X Community Note confirms its original post

TheKobeissiLetter states that a Community Notes annotation failed to address their claim accurately and that the note confirms their original post...
Bearish

Builders increase price cuts as NAHB index falls to 32

US homebuilder sentiment deteriorated further in September: the NAHB Housing Market Index fell 3 points to 32, matching the December 2022 low. The...
Builders increase price cuts as NAHB index falls to 32
Neutral

EU requires 24-hour vulnerability reporting for digital products, including crypto wallets

Europe’s Cyber Resilience Act introduces a 24-hour early-warning requirement for actively exploited vulnerabilities in products with digital...
EU requires 24-hour vulnerability reporting for digital products, including crypto wallets
Bearish

Crude shipping West Africa–China jumps 258% since July to $23.59 per barrel

Shipping costs for physical crude oil have surged at a near-unprecedented pace, indicating severe stress in the global energy supply chain. The...
Crude shipping West Africa–China jumps 258% since July to $23.59 per barrel
Bullish

Coinbase, Stablecore bring crypto services to 3,000+ U.S. banks, credit unions

Coinbase partnered with Stablecore to embed crypto services into existing U.S. bank technology: custody, trading and stablecoin payments....
Coinbase, Stablecore bring crypto services to 3,000+ U.S. banks, credit unions
Bearish

U.S. Treasury sanctions Iranian exchange BitBank for IRGC-linked Bitcoin transfers

U.S. Treasury sanctioned Iranian digital asset exchange BitBank and related entities, alleging the platform enabled large-scale Bitcoin transfers...
U.S. Treasury sanctions Iranian exchange BitBank for IRGC-linked Bitcoin transfers
Bullish

SEC allows tokenized U.S. stocks to trade on-chain for five years

The SEC approved a temporary Innovation Exemption that permits qualifying Tokenized Securities Venues to trade tokenized National Market System...
SEC allows tokenized U.S. stocks to trade on-chain for five years
Neutral

FCA opens UK crypto authorisation gateway on September 30, 2026

The UK is moving from crypto anti-money-laundering registration to full financial authorisation. The FCA opens its cryptoasset regime application...
FCA opens UK crypto authorisation gateway on September 30, 2026
Neutral

CleanSpark prices $2.276B secured notes at 7.875% for Sandersville data center

TL;DR CleanSpark priced $2.276 billion of senior secured notes due 2031. The notes carry a 7.875% annual coupon. Proceeds will fund data-center...
CleanSpark prices $2.276B secured notes at 7.875% for Sandersville data center
Neutral

President Trump proposes renaming AI, launches poll on new name

Former President Donald Trump proposed renaming “Artificial Intelligence” and launched a poll to choose among three options: Superior Intelligence...
President Trump proposes renaming AI, launches poll on new name
Bearish

Chainalysis reports 440% surge in on-chain malware command storage since mid-2025

Chainalysis reports a rise in cyber attackers storing malware command-and-control data directly on public blockchains, a technique it terms...
Chainalysis reports 440% surge in on-chain malware command storage since mid-2025
Neutral

US Ethereum ETFs see $29.4M inflows on September 18, led by Fidelity

U.S. spot Ethereum ETFs posted a modest net inflow after three consecutive sessions of redemptions: $29.4 million on September 18, led by Fidelity’s...
US Ethereum ETFs see $29.4M inflows on September 18, led by Fidelity
Bearish

France faces fuel shortage: 11% stations out of stock, diesel hits €2.38

France is experiencing a widening fuel shortage: 11% of gas stations report no stock of gasoline or diesel, rising to 16% in some regions, according...
Bullish

Fidelity's FBTC leads $324.6M net inflows into US Bitcoin ETFs

U.S. spot Bitcoin ETFs returned to net inflows on September 18, led by Fidelity’s FBTC. Aggregate demand remains bursty but shows quick recovery...
Fidelity's FBTC leads $324.6M net inflows into US Bitcoin ETFs
Neutral

CFTC submits crypto asset rule proposal for White House review

The Commodity Futures Trading Commission has advanced a new crypto rulemaking to White House review, signaling progress toward a broader framework...
CFTC submits crypto asset rule proposal for White House review
Neutral

GPU당 HBM 축소 가능성, 2028년 메모리 사이클 전망 흔든다

2028년 메모리 다운사이클 가능성은 AI 투자 증가와 별개로 판단해야 한다: HBM 설계 변화, 증설과 수율, 생산 배분, 계약 구조가 메모리 업체 수익성을 좌우한다. 설계 변화의 핵심 - GPU당 HBM 용량 축소 가능성: Rubin Ultra가 288GB에서...

Zama rises; traders review Arcium and Octra charts

After seeing Zama go up, I checked the prices of Arcium and Octra. Arcium’s chart looks kinda weird.
Neutral

Tika pays 50,000 KRW for 30-45 minute user interviews Sept 19-26

가상자산 정보 사이트 티카가 이용자 인터뷰 참여자를 모집한다. 티카를 두 번 이상 사용한 코인 현물 또는 선물 투자자를 대상으로 진행하며, 인터뷰는 얼굴 비공개 음성 통화로 Google Meet에서 30~45분 동안 진행된다. 사례금은 5만원이며 인터뷰 당일...
Tika pays 50,000 KRW for 30-45 minute user interviews Sept 19-26
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