Banking
Macro
Low East Coast diesel stocks could delay inflation relief for Bitcoin investors
EIA expects East Coast fuel inventories to stay 20–30% below their seasonal average this winter, keeping freight and heating costs in focus.
Mining
Bitcoin’s next difficulty rise could leave some rigs earning less than their power bill
At unchanged Bitcoin price, subsidy and fees, the projected Oct. 16 retarget could push 20 J/TH equipment paying 8 cents/kWh below its electricity-only threshold.
Digital Asset Treasuries
Strive bought $280 million in Bitcoin, but Bitcoin per common share rose just 1.72%
Strive added 3,311 BTC, but gross Bitcoin per effective common share increased just 1.72% as common and preferred share counts grew.
Derivatives
Binance updates Anthropic mark per second to stop liquidation
Shunyet Jan describes Binance’s perpetual pricing method, while 21Shares’ certificate adds issuer-only recourse, affiliated note terms and costs beyond the 1% fee.
Regulation
South Korea locks out crypto users as 27 exchange sites go dark
FIU plans withdrawal guidance through DAXA with operators’ cooperation as website restrictions raise access concerns for existing users.
Digital Asset Treasuries
SkyAI risks SEC offer failure if SOL falls under $100
SkyAI reports about 80% of the required cash and approximately 600,000 SOL retained, while its proposed tender still carries waivable conditions.
Stablecoins
US deposit rates choke USDC adoption, and a BIS model reveals why
Historical estimates point to stronger USDC growth sensitivity to deposit repricing, while exchange rewards complicate adoption forecasts.
Governance
Lido DAO exposes token flaw and forces a budget review
A proposed budget link could pass genuine savings into LDO purchases, while corrected scenarios show why counter resets cannot improve underlying profit.
Stablecoins
Sky’s $4.4 billion liquidity disclosure shows why USDS cash-outs need a separate bank route
Sky’s PSM converts USDS into USDC using existing inventory. Receiving bank dollars requires a separate eligible issuer and banking route.
Stablecoins
More than half of Ethena’s USDe backing is allocated to lending
LlamaRisk’s October 12 snapshot places 51.2% of backing in lending categories. Pool liquidity, loan recall terms and redemption eligibility shape holders’ exits.
Technology
Solana’s offline-signing proposal would keep approvals valid after failed transactions
For durable-nonce users, Solana’s proposed signer programs would retain approvals after execution failure and change account authorities and custody controls.
Lightning
Eclair merges fixes for Lightning flaws that could burn Bitcoin in fees
October funding and splicing repairs limit peer fees and verify backend transactions, while the latest listed release remains September's v0.14.3.
