News and analysis
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Weekly Breakdown 2026-W39: What Bitcoin Cash's 25% Jump After the CME Announcement Teaches Us
CME Group announced it will launch Bitcoin Cash and Uniswap futures on October 19. According to BitHub.pl, BCH jumped more than 25% to $338 before a single contract even started trading. This is a textbook example of how the market prices in expected access rather than a done deal. This breakdown shows which number moved first, what we can prove, and what remains open.
Ada· On-chain & dataGalaxy Added $100 Million in the sUSDS Token. A Test of Institutional Adoption Whose Outcome We Don't Yet Know
On September 23, Galaxy Digital announced it holds $100 million in sUSDS from Sky Protocol and approved the token as collateral for institutional clients. What is proven: the treasury position and the token's eligibility. What has not yet been disclosed: how many clients have actually borrowed against it and what the first closed loan looked like.
Leo· NewsBitcoin Cash Jumps 25% After CME Announcement. Will It Hold Above $300?
CME Group announced it will launch Bitcoin Cash (BCH) and Uniswap (UNI) futures on October 19. The market reacted immediately: according to sources, BCH jumped 25 to 27% to $338, while UNI added around 5.5%. Whether BCH can hold the $300 level remains uncertain for now.
Leo· NewsBitstamp to suspend RNDR, FTM, MKR, VIRTUAL, INJ and BIO over token migrations: what's certain and what isn't
According to its status page, Bitstamp will temporarily disable trading, deposits and withdrawals for six assets from September 30, 2026 (08:00 UTC) due to token upgrades or network migrations. Service is scheduled to resume on October 13, 2026, and according to the exchange no action is required from clients, as balances will be migrated automatically.
Felix· ExchangesMoney Flows Both Ways: Binance and Circle Link Equity Investment to Paid USDC Promotion
Binance bought $100 million worth of Circle shares while also signing a five-year deal to promote the USDC stablecoin. According to disclosed information, money flowed in both directions: Binance paid for the shares, and Circle will pay Binance a monthly incentive derived from the volume of USDC held through its wallet infrastructure.
Leo· NewsCardano Joins Solana and XRP Ledger in the Race for AI Agent Payments
The official x402 toolkit now includes tools for Cardano, so apps and AI agents can pay in ADA and other network tokens. According to CoinDesk, however, the so-called facilitator has so far only been tested in a pre-production environment. At the same time, ZetaChain voted to shut down its own L1 and move to Solana due to its AI focus.
Leo· NewsSpot Bitcoin ETFs Pull In Nearly a Billion Dollars in a Day, the Most in 11 Months
On Monday, US spot bitcoin ETFs recorded net inflows of roughly $999 million, which according to The Block is the largest single-day figure since October 6, 2025. CoinDesk ranks it as the ninth-largest daily inflow in the history of these funds.
Leo· NewsFairshake Deploys $30 Million Against Sherrod Brown in Ohio After CLARITY Act Fails
Crypto super PAC Fairshake has announced it will spend $30 million in Ohio against former Senator Sherrod Brown. It is the group's largest announced expenditure to date for 2026, and it comes just days after the Senate failed to advance the CLARITY Act in a cloture vote of 49 to 50.
Leo· NewsBitmine's Tom Lee Adds $74 Million in ETH and Says the Bull Market Is Already Running
According to The Block and Decrypt, Bitmine bought 27,562 ETH (roughly $74 million) and now holds almost 5.99 million ETH, about 4.9% of the circulating supply. Chairman Tom Lee claims the crypto bull market is 'underway.' That is his opinion, not a proven fact. Verified data show a strong Q3 for bitcoin and a rising share of long-held coins, but neither on its own proves a bull market.
Leo· NewsBlackRock Reports Falling Bitcoin Volatility. Yet It's Buying and Sending Hundreds of Millions to Coinbase
According to reports citing BlackRock, bitcoin's volatility has nearly halved. Over the same period the asset manager reportedly bought crypto worth $843.78 million through its spot ETFs, while also moving BTC and ETH worth hundreds of millions to Coinbase. What is fact and what is still only speculation, we break down below.
Hugo· Local sceneWhy Bitcoin's Rally Above $80,000 Isn't Built on Institutional Conviction
Bitcoin has climbed back above $80,000, but data from the CFTC, Glassnode, and ETF flow tables paint a mixed picture: much of the move was driven by short liquidations and position reshuffling, not a clear-cut buying appetite among institutions.
Leo· NewsRussia's Proposed 1% Crypto Cap: Tough on the Bank, Softer on Client Custody
On September 18, the Bank of Russia proposed a cap limiting a bank's crypto exposure to 1% of its own capital. According to CryptoSlate, part of client custody stays outside this calculation, which could separate the bank's risk from client assets. The rules are still only a draft and the information comes from a single source.
Leo· NewsMorpho launches lending against Coinbase tokenized stocks
On the Base blockchain, it is now possible to post tokenized stocks issued by Coinbase as collateral and borrow USDC against them. The Morpho protocol announced this on X. It comes at a time when the US SEC is opening the door to tokenized stock trading.
Leo· NewsThe signature that drains your wallet later: how airdrop and approval scams work
When you sign an "approval" in your wallet, you are not consenting to a single transaction. You are often granting a stranger's contract permission to move your token, even a week or a month from now. The key to defending yourself is knowing how to read and revoke these permissions.
Otto· Fact-checkFear & Greed Index: How It Is Calculated, What It Correlates With, and Why It Is Context, Not a Trigger
The Fear & Greed Index is a weighted summary of several market signals converted into a single number from 0 to 100. It shows the mood of the crowd, not the future price, so it serves as context alongside other data, never as a standalone buy or sell instruction.
Ada· On-chain & dataWhat's Behind a Stablecoin, How They've Failed Before, and Why the EU Changed Which Ones You Can Trade
A stablecoin is a token designed to hold a steady value (typically 1 dollar or 1 euro), and whether it works depends purely on what actually stands behind it: either real money and bonds in reserve, or just code and a promise.
Mia· EducationBinance Launches Round-the-Clock FX Perpetuals. At the Same Time It Hits a Regulatory Wall in the EU
Binance is expanding its offering with perpetual futures on currency pairs tradable 24 hours a day, 7 days a week, using its own weekend pricing system. The first specific contract the exchange has announced is USDBRLUSDT with USDⓈ margining. In parallel, according to the WSJ (via CoinDesk), Binance is facing a blocked application for a MiCA license in the EU.
Leo· NewsGrayscale Splits Its Red-Hot Zcash ETF: 3-for-1 After $233 Million in Inflows
Grayscale plans a 3-for-1 share split for its Zcash ETF (ZCSH) after the fund pulled in more than $233 million in under a month, pushing its assets close to $890 million. The split lowers the price of a single share but does not change the total value of a holding.
Leo· NewsCFTC Sends Crypto Rules to the White House. Regulation Is Taking Shape Without Congress
The US Commodity Futures Trading Commission (CFTC) has handed the White House a draft regulation on the market structure of crypto assets for review. It happened just days after the Senate declined to advance the CLARITY Act. With this move, the regulator signals it will press ahead even without legislative backing from Congress.
Leo· NewsCoinbase asks the CFTC to approve perpetual futures on single stocks: Apple, Tesla, and Nvidia
Coinbase Derivatives has filed an application with the U.S. CFTC to approve perpetual futures tied to individual U.S. stocks and ETFs. The contracts are meant to give American traders leveraged exposure to names like Apple, Tesla, and Nvidia on a 24/5 basis and without owning the shares. The application is still awaiting regulatory review.
Leo· NewsBlockchain malware activity jumped 440%, and according to Chainalysis, AI is lowering the bar for hackers tied to North Korea and Iran
Activity from malware that uses public blockchains rose by 440% according to Chainalysis. Groups linked to North Korea and Iran accounted for roughly two thirds of newly observed cases of so-called blockchain dead drops in the second quarter of 2026. State-backed actors now make up about half of all tracked activity, up from a negligible share at the start of 2024.
Leo· NewsStrategy Halts Bitcoin Buys as CFTC Loosens the Rules: What We Know and What We Don't
According to Czech and Slovak media, Strategy has stopped buying Bitcoin, while the U.S. CFTC issued a no-action letter that lets software providers broker access to regulated derivatives without registering as a broker. Bitcoin, per the same sources, held around 77,200 dollars. But key details about Strategy remain unverified.
Hugo· Local sceneS&P Global Buys OpenZeppelin. The Ratings Giant Pushes Deeper Into Onchain Risk
S&P Global has agreed to acquire OpenZeppelin, a provider of smart contract audits and open-source libraries for developers. According to the announcement, the firm will keep its name and operate as a standalone unit. The financial terms of the deal were not disclosed.
Leo· NewsThe Morning Minute: Crypto Rallies Despite the Fed's First Rate Hike Since 2023
On Wednesday the Fed raised its interest rate for the first time since July 2023, and the House failed to pass the Clarity Act. Yet Bitcoin rose 0.88% to $76,621 according to CoinDesk, and Zcash jumped 23% to a record high. On-chain data, however, points to weakening demand.
Leo· NewsBybit on Three Fronts: Global Derivatives Data, European Expansion, and a Name in Court Filings
A joint report by Glassnode and Bybit shows that on crypto-native exchanges the share of options has climbed toward half of nominal open interest, while dated futures have all but vanished. At the same time, Bybit is pushing into the European market (according to its manager, EU futures are set to launch by year-end), and its name has appeared in US court documents related to Hamas financing. We piece it together and spell out what has not yet been proven.
Hugo· Local sceneWeekly breakdown 2026-W38: why perpetuals on Hyperliquid left a trail you could actually read
Lesson of the week: US prosecutors have charged two former Robinhood engineers with trading perpetual futures on Hyperliquid just before token listing announcements. According to the indictment, each of them pocketed more than 50,000 USD (source: Cointelegraph, 15 Sept 2026). The case teaches nothing about price. It teaches that a leveraged position on a public order book is a time-stamped data record.
Ada· On-chain & dataCircle launches Arc mainnet: USDC becomes fuel for fees too
Circle has opened the public mainnet of the Arc blockchain, where the same USDC balance covers both payments and transaction fees. The goal is to boost USDC's usefulness and gain an edge in the competition with Tether. Kraken already supports USDC deposits and withdrawals via Arc.
Leo· NewsTwo Robinhood Engineers Charged With Insider Trading via Hyperliquid Perpetuals
US prosecutors have charged Hefu Chai and Huaisun Xiang, former Robinhood engineers, with commodities fraud and wire fraud. According to the indictment, they used confidential information about upcoming token listings and traded perpetual futures on Hyperliquid before the announcements went public. Each is alleged to have made more than 50,000 USD.
Leo· NewsCoinEx Shuts Down After Nine Years. Users Have Until December 22 to Withdraw Funds
Crypto exchange CoinEx announced on September 15 that it is winding down operations. Spot trading ends September 29, and withdrawals close on December 22. The exchange cites a prolonged crypto winter, falling volumes, and rising compliance costs as the reasons. It claims its reserves exceed 100%.
Leo· NewsMEV bot front-runs $7.8 million rsETH attack on a Safe wallet
A MEV bot known as Yoink front-ran an attack targeting a Safe wallet on Ethereum, according to onchain data. PeckShield described the incident as an rsETH exploit worth roughly $7.81 million. Records show the bot received 2,900 rsETH and forwarded 2,882.37 rsETH. Who was behind the original attack and where the funds will ultimately end up is not yet confirmed.
Leo· News