Research
Market
Bitcoin’s slide below $77,000 sets up a Monday tech test as AI leaders sound warning
Sunday’s 0.8% decline extends earlier weakness, while AI slowdown calls and the coming Fed meeting pose separate risks.
Macro
Bitcoin’s oil risk stretches into 2027 as IEA cuts supply outlook again
Weaker oil demand offers a counterweight, but the lower supply forecast complicates the case for financing relief.
Digital Asset Treasuries
UK company sells entire Bitcoin reserve to return 669 BTC to shareholders – here is who actually gets paid
The company expects settlement by Sept. 28 after selling its entire 669.4867 BTC treasury.
Regulation
Crypto wallet creators now have just 24 hours to alert regulators when flaws are exploited
Qualifying commercial wallet hardware and software now face a rapid three-stage reporting process for serious security events.
Regulation
Thailand’s stablecoin proposal would block transfers to other people’s wallets
Licensed crypto firms could accept deposits and withdrawals only through accounts verified as the customer’s own.
Macro
Why Bitcoin initially held its gain as rate traders put September hike odds at 85%
Gasoline drove much of August's headline jump, but faster monthly core inflation kept Waller's warning alive.
Stablecoins
XRP’s 30% monthly rebound meets a $4.6 million liquidity trial inside XRPL’s $1.1 billion stablecoin boom
Monthly DEX volume more than doubled, yet XRP routing and market-maker holding time remain unmeasured.
Regulation
Why Nasdaq surveillance cannot settle the fight over 24/7 tokenized markets
Payward plans monitoring across five market types, but legal classification still controls U.S. access and investor protections.
Exchanges
L-BTC resumes trading with reserves covering just 85% of supply
A Sept. 10 onchain snapshot put backing at 85.15%, while federation peg-outs remained suspended and live market depth stayed unmeasured.
Payments
US Bank moves USBDC across borders on Stellar, but only inside its own walls
The live payment linked the bank's North American and European entities while testing minting, redemption and issuer controls.
Regulation
Banks get cross-exchange crypto hedge relief under Canada’s new 2027 capital rule
OSFI’s final rule fixes a cross-exchange capital mismatch only for tightly matched, qualifying Group 2a positions.
Research
Philadelphia Fed finds Bitcoin traders follow whale signals faster than Ethereum users
A Philadelphia Fed event study found broad same-direction activity among non-whale BTC wallets, while ETH's clearest response was concentrated among larger sellers.
