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Crypto Markets Daily — daily briefing covering the most important developments across the broader cryptocurrency market in the past 24 hours. Bitcoin, Ethereum, altcoins, DeFi, NFTs, exchange news, regulatory developments,...
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Crypto Markets Daily — daily briefing covering the most important developments across the broader cryptocurrency market in the past 24 hours. Bitcoin, Ethereum, altcoins, DeFi, NFTs, exchange news, regulatory developments, on-chain data, and macro factors affecting crypto. 6-10 stories per episode. Analytical, factual, no hype, no price predictions. Audience: crypto investors and traders who want a fast daily market overview beyond the single-coin briefings. Global scope.
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29 SEP 2026 · Today's briefing covers six developments shaping the crypto market across regulation, macro, and security — no hype, just the signals that matter.
The Bitget $387M hack investigation deepens. On-chain sleuth ZachXBT has linked five suspect accounts to the theft, one of them also tied to the April $292M Kelp DAO exploit. Laundered funds moved through bridges, cross-chain swaps, Wasabi mixer, TRON, Ethereum, and THORChain — but the attackers asked for customer support in Discord and Telegram using the same flagged wallets. North Korean involvement is suspected. Forensics teams Mandiant and SlowMist are still working the case.
THORChain formally refused Bitget's request to freeze attacker addresses, citing its permissionless design. The standoff crystallises a genuine unresolved tension: decentralised infrastructure can't distinguish between legitimate and illicit flows by design — but that design is now under fresh pressure from regulators and victims alike.
The breach exploited a third-party security vendor, not Bitget's core code. Cold wallets were untouched. Staged withdrawal restoration is underway, targeting full recovery by early October.
On the regulatory front, the CFTC registered Coinbase Clearing LLC as a derivatives clearing organisation — the first USDC-native, fully collateralised, 24/7 clearinghouse in crypto. Coinbase now holds FCM, DCM, and DCO registrations in-house. Separately, the SEC clarified that token buybacks without a centralised actor may not constitute investment contracts under the Howey test.
Macro headwinds are real: the 10-year Treasury yield crossed 5.23% and the 30-year hit 5.5% — levels not seen since 2007 and 2004. Elevated yields constrain risk appetite across all markets.
Watch for: North Korea attribution confirmation, ZachXBT's forthcoming data drop, and Coinbase's first clearinghouse product announcement. This episode includes AI-generated content.
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28 SEP 2026 · In today's crypto markets daily briefing, we cover six of the most consequential stories moving the broader market right now — from a landmark decentralization test to a shifting altcoin landscape and critical U.S. macro data on the horizon.
THORChain made headlines by declining Bitget's formal request to freeze addresses linked to the $387 million hack disclosed on September 24. The protocol's position: its halt mechanism protects the network, not individual wallets. GoPlus Security challenged that framing, pointing out that THORChain has governance tools it chose not to deploy. The precedent could define how every cross-chain liquidity protocol responds to future breaches.
In the altcoin market, the CoinMarketCap Altcoin Season Index sits at 64 out of 100 — below the official threshold — but the composition of the rally is notable. UNI, ARB, and NEAR are each up over 100% in 30 days, driven by revenue-generating fundamentals rather than meme momentum. Memecoin dealer participation has collapsed from 65% in late 2024 to 32% today.
Vitalik Buterin published Ethereum's clearest technical roadmap yet for 2030, shifting from brute-force node verification to cryptographic proofs and external compute networks — a move with major implications for scalability and Ethereum's competitive position against its own layer-twos.
On the macro side, Bitcoin pulled back roughly 2% after the Federal Reserve raised rates to 4%. Bitcoin dominance rose to 58.68%, signalling a defensive rotation rather than an exit from crypto. A dense week of U.S. employment data — PCE, nonfarm payrolls, GDP — could shift the risk-asset picture quickly.
Finally, on regulation: the CFTC issued blockchain recordkeeping guidance for tokenised assets, the SEC proposed a $75 million registration exemption, and the Digital Asset Market Clarity Act stalled in the Senate on September 15. This episode includes AI-generated content.
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27 SEP 2026 · In today's crypto market briefing, six major developments are reshaping the data, security, and protocol landscape simultaneously.
CoinMarketCap's acquisition of Coinglass marks a significant vertical integration of price and derivatives intelligence. Traders who previously pulled liquidation maps and open interest data from separate sources will eventually find that stack unified — with implications for both market transparency and platform commercialisation.
Bitget confirmed a $350 million hot wallet hack, the second nine-figure exchange breach in three weeks following the Blockstream Liquid Network exploit. Its $464M user protection fund covers losses, but the pattern points to a systemic problem in how exchanges verify outbound transactions — not an isolated incident.
The Federal Reserve opened a 60-day public comment period on stablecoin capital and reserve rules under the GENIUS Act, giving issuers a regulatory floor to plan around for the first time. The OCC faces a parallel November deadline.
Solana's Alpenglow consensus protocol launched on devnet and testnet, replacing TowerBFT with a new Votor mechanism that targets sub-150ms transaction finality — a category shift for payments and real-time applications.
Vitalik Buterin published an Ethereum roadmap targeting zero-knowledge proof verification over full-node recalculation by 2030, with potential privacy benefits for wallet queries.
Rounding out the briefing: NFT weekly volume jumped 57% to $55.5M; the New York AG sued Polymarket for unlicensed gambling while Polymarket counter-sued in federal court; and Kraken parent Payward raised $100M from Nasdaq at a $21B valuation. This episode includes AI-generated content.
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Transcribed
26 SEP 2026 · September 25 brought three converging stories that reshape how builders, traders, and institutions think about crypto risk and regulation.
The SEC's Division of Corporation Finance published detailed FAQs clarifying how federal securities law applies to staking tokens and post-launch network activity. The guidance distinguishes network functionality from the mere existence of staking, giving issuers a cleaner framework for classification — though the FAQs carry no legal force and enforcement risk remains. This move came directly after Congress failed to advance the CLARITY Act in the Senate, pushing the SEC and CFTC to build frameworks under existing authority. The Federal Reserve simultaneously opened a 60-day comment period on capital and reserve requirements for stablecoin issuers under the GENIUS Act.
On the security front, Bitget confirmed hackers drained $387.5 million from its hot wallets on September 24. The exchange contained the breach in six minutes, cold wallets stayed secure, and its $464 million User Protection Fund covers all losses. No user funds are at risk — but the incident reinforces a structural pattern: custody architecture, not smart contracts, now drives the largest losses by value.
SoFi and Mastercard launched a live stablecoin settlement system on the same day the SEC published its guidance — a signal that regulatory clarity and infrastructure buildout are moving in lockstep. Solana's Alpenglow consensus upgrade also reached public devnet, targeting 150ms transaction finality. And New York's Attorney General sued Polymarket for unlicensed gambling; Polymarket countersued arguing CFTC jurisdiction, a precedent fight that extends far beyond one prediction market.
Analytical, global, and hype-free — this is your full crypto market briefing for September 25. This episode includes AI-generated content.
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Transcribed
25 SEP 2026 · Three stories are dominating the crypto market today, and all three carry structural implications that extend well beyond the headlines.
Bitget confirmed a $351 million hot wallet hack — one of the largest single-exchange breaches in years. Wallet freezes are now active across seven networks including Ethereum, Arbitrum, BNB Chain, and Base, but the real question isn't whether funds are frozen: it's how much survives conversion attempts. The window for meaningful recovery in attacks of this scale is narrow, and on-chain confirmation of frozen volume remains unverified.
Running alongside that, KelpDAO's parent entity Evercrest Technologies has filed suit against LayerZero in British Columbia over a $292 million rsETH exploit, alleging inadequate disclosure of verifier configuration risks. LayerZero disputes the claims. The case tests whether bridge infrastructure operators carry legal liability for downstream configuration choices — a question that has never been resolved in court and carries implications for the entire cross-chain ecosystem.
On the regulatory front, the CLARITY Act failed 49-50 in the Senate on September 25th, leaving CFTC and SEC jurisdiction over digital assets unresolved. New York has now sued Polymarket as an unlicensed gambling platform, and that state-versus-federal tension is exactly the jurisdictional gap the bill was meant to close.
Quieter but significant: SoFi and Mastercard deployed live stablecoin settlement infrastructure, and Ethena expanded USDe backing to include tokenized U.S. equities. Meanwhile, the altcoin season index hit 50, but fewer than 25% of median altcoin holders are in profit — participation is broadening without broad profitability.
A YesWee production. Built using AI technology. This episode includes AI-generated content.
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24 SEP 2026 · In today's cryptocurrency news briefing, we cover six of the most consequential developments across the crypto market in the past 24 hours — from a sophisticated governance hijack to a major exchange listing and a live bridge exploit.
Neutron suffered the most structurally alarming event of the session: an attacker spent just $20,000 in NTRN tokens to seize admin rights over ten smart contracts and drain $9.4 million — all within 24 minutes. This wasn't a code bug; it was a deliberate exploitation of chain-level governance overriding multisig protections, exposing a systemic vulnerability across any protocol secured the same way.
On the exchange front, Hyperliquid's HYPE token launched on Binance at a $21 billion market cap, raising questions about whether institutional inflows will strengthen the ecosystem or shift its center of gravity toward centralized infrastructure. A token unlock on September 25th adds near-term uncertainty.
Meter Passport recorded a $2.3 million exploit still active at time of alert, with unbacked wrapped MTRG tokens minted on BNB Chain — the second major bridge incident for Meter, echoing a 2022 attack via the same vector.
The altcoin season index jumped from 32 to 49 in one week, with Glassnode's cycle signal edging toward altcoin season territory. However, fewer than 25% of median altcoin supply is in profit, suggesting potential sell pressure at breakeven levels.
Finally, with the Clarity Act failing 49-50 in the Senate, both the SEC and CFTC are advancing crypto rulemaking through administrative channels — a structural shift from legislative to regulatory-led crypto governance.
Analytical. Factual. No price predictions. A YesWee production. This episode includes AI-generated content.
AI-generated content
Transcribed
23 SEP 2026 · Monday brought one of the biggest single days across crypto markets in months. US spot Bitcoin ETFs recorded just under one billion dollars in net inflows — the largest daily total since October and the ninth-largest since launch — signalling a clear return of institutional appetite, even as ETFs remain in a year-to-date deficit.
The NYSE and Blockchain.com formally advanced their tokenized US stock trading partnership, backed by the SEC's first-ever Innovation Exemption under Chair Paul Atkins. The five-year structured pilot is not a finished product approval — it's a regulatory clock designed to generate real-world data. No launch date is confirmed, but the infrastructure is moving in a way it never has before.
A sharper warning came from the Neutron blockchain, where a governance attack drained nine point four million dollars from ten smart contracts in under twenty-five minutes. The attacker spent just twenty thousand dollars on NTRN tokens to swing a governance vote, then used the resulting admin rights to bypass application-level multisig protections entirely. The wasmd framework's chain-level MsgUpdateAdmin command worked exactly as designed — and that's the problem. Any protocol with a similar structure faces the same exposure.
Elsewhere, XRP futures open interest hit a nine-month high on the back of short liquidations totalling three hundred and forty-five million dollars. The move was derivatives-driven, not a spot accumulation story. And the European Central Bank formally requested that MiCA's stablecoin deposit requirements be replaced with a liquidity-bucket test, aiming to decouple stablecoin reserves from direct bank exposure.
Analytical, factual, no price predictions. A YesWee production. This episode includes AI-generated content.
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22 SEP 2026 · The DOJ has launched a fresh investigation into Binance over potential Iran sanctions violations — separate from the landmark 2023 settlement — marking the fourth major U.S. enforcement action against the exchange in three years. Regulators appear to be treating that settlement as a baseline, not a resolution, raising real questions about how institutional counterparties manage their Binance exposure going forward.
On the market structure side, Ethereum is flashing its first MVRV ratio reading of 3.6% since October 2025 — a level historically associated with early bullish cycles rather than local tops. A confirmed breakout from a multi-month bullish flag pattern projects toward $3,400 if the $2,800 resistance breaks cleanly. Ethereum ETFs added $270 million in net inflows on Monday, though September's overall pace is tracking 65% below August — a divergence that could either close as the rally matures or act as a ceiling.
Monday's move triggered the largest short liquidation event since August, with $924 million in shorts liquidated across crypto markets. Ethereum accounted for roughly one-fifth of that total, clearing a significant bearish overhang from the market's positioning.
Bitcoin rallied to $87,000, putting $90K back in active discussion. The Altcoin Season Index sits at 47 — well below the 75 threshold needed to confirm a true altseason — with analysts watching for a weekly downtrend break in altcoin performance as the early confirming signal.
Key metrics to track this week: Ethereum MVRV ratio, the Altcoin Season Index, Ethereum ETF daily flow data, and any DOJ updates on the scope of the Binance Iran probe. This episode includes AI-generated content.
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Transcribed
21 SEP 2026 · Today's briefing covers five major developments reshaping financial and crypto infrastructure. The Bank of Korea's new international wire network completed its first live transaction this week — a 1.4 billion won transfer with four domestic banks — marking the first real implementation step in South Korea's formal won internationalisation roadmap. Full foreign-bank operation targets January 2027, and the three-month pilot window is the key metric to watch.
ZetaChain's community passed Proposal 68 with 99.4% approval to shut down its own Layer 1 blockchain and migrate the ZETA token to Solana as a native asset. A second governance vote is still needed to confirm the snapshot date and shutdown timeline. Holders with very small balances should note a decimal precision change from 18 to 9 places that could round down positions.
The SEC issued temporary conditional exemptions on September 17 for tokenised stock trading on distributed ledger platforms — the first operational regulatory pathway for blockchain-based equities in the United States. The exemptions are temporary; a permanent framework remains in development.
US spot Bitcoin ETFs recorded net inflows of 6.1 million dollars for the week, with BlackRock's IBIT and Fidelity's FBTC leading fund performance. The collective holdings now stand at 1.25 million BTC worth over 102 billion dollars.
Finally, Changpeng Zhao's net worth surged 9.76 billion dollars in a single day after Bloomberg revised its Binance valuation discount from 50% to 15%, reflecting reduced regulatory risk post-pardon. Solana gained 11.49% on the week; Zcash surged 42% following Grayscale's three-for-one share split announcement. This episode includes AI-generated content.
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Transcribed
20 SEP 2026 · September 18 delivered a concentrated dose of market-moving events across DeFi security, crypto price action, and regulatory policy — and this episode breaks down what each development actually means for investors and traders.
The headline story is an authorization-layer exploit that drained $2 million from Fetch.ai and NuNet using a legitimate conversion-authorizer signature — no smart contract bug required. NTX crashed 70% to a record low. With 18 separate incidents totalling $333 million in losses across September, a clear pattern is emerging: the vulnerability is no longer broken code, but broken assumptions about who can authorize transactions.
Bitcoin crossed $80,000, triggering $170 million in short liquidations. The episode explains why this was mechanical short covering rather than fresh spot demand — and why Ethereum's record 207 million non-empty wallets and $50 billion DeFi TVL are the more structurally significant signals.
On the regulatory front, the SEC issued a five-year Innovation Exemption for Tokenized Securities Venues, imposing one-to-one asset backing and full shareholder rights requirements. Solana holds roughly $465 million in tokenized stock volume, but most of it relies on synthetic structures that now need restructuring.
Also covered: a Wall Street Journal allegation that ECB President Christine Lagarde pressured Greece to block Binance's MiCA licence, and a 38% surge in ZAMA as privacy DeFi TVL crossed $75 million across 16 Morpho vaults.
No hype, no price predictions — just the analysis you need to understand where this market is heading. This episode includes AI-generated content.
Crypto Markets Daily — daily briefing covering the most important developments across the broader cryptocurrency market in the past 24 hours. Bitcoin, Ethereum, altcoins, DeFi, NFTs, exchange news, regulatory developments,...
show more
Crypto Markets Daily — daily briefing covering the most important developments across the broader cryptocurrency market in the past 24 hours. Bitcoin, Ethereum, altcoins, DeFi, NFTs, exchange news, regulatory developments, on-chain data, and macro factors affecting crypto. 6-10 stories per episode. Analytical, factual, no hype, no price predictions. Audience: crypto investors and traders who want a fast daily market overview beyond the single-coin briefings. Global scope.
show less
Information
| Author | Yes Oui |
| Organization | YesOui |
| Categories | News , Technology |
| Website | yesoui.ai |
| hello@yesoui.ai |
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