Research
Payments
Lightning Labs discloses critical bug marking canceled invoices paid, risking free product delivery
Older Lightning Terminal versions could mark canceled Bitcoin payments as paid, putting merchants at risk of releasing value without receiving funds.
Lending
Coinbase’s fixed-rate Bitcoin loans can put healthy collateral at risk after maturity
An unpaid balance can make a position eligible for liquidation even without a Bitcoin price drop.
Featured
CFTC staff presses exchanges on political speech prediction market bets, asks how to prevent manipulation
The Sept. 22 advisory asks exchanges to explain contract-specific safeguards while Kalshi continues to list speech markets.
AI
Alpen says AI identified Liquid’s $320M BTC exploit in an hour. Could a payout limit have stopped it?
Alpen’s post-attack replay explains the cache flaw, while SideSwap says a 4,000 L-BTC order faced no size or velocity hold.
Crypto
Why Zcash soared to $1,600 as Europe unlocks new ETP access
21Shares listed ZCASH in Paris and Amsterdam as ZEC briefly topped $1,600 and ZODL reported elevated privacy use.
Governance
Neutron DAO passes a new proposal, and $9.3M in crypto disappears
Neutron voters approved 11 contract admin changes as Astroport and Drop suffered an estimated $9.3 million in losses, putting governance control and fund recovery in focus.
Deals
MoonPay targets $8.7B trading venue, but the features remain unrevealed
MoonPay’s deal to acquire North Capital would bring a regulated private-securities trading venue into its crypto payments business, pending regulatory approval.
Digital Asset Treasuries
Galaxy adds $100M Sky token and institutional adoption is tested
Clients can pledge the savings token, though the companies disclosed no sUSDS-backed client loan volume.
Governance
Cardano proposal slashes fees by 55%, but it comes with a cost for small pools
Cardano’s new proposal seeks to slash minimum stake pool fees from 170 to 75 ADA, bypassing the SPO ballot that blocked the previous attempt.
Hacks
White hats recover 52 Bitcoin from Coldcard exploit, and a new public portal lets victims check eligibility
Coldcard owners can check their Bitcoin addresses against 52.37 BTC in traced recovery funds and begin the process of reclaiming their coins.
Macro
Treasury’s cash balance nears $1 trillion while Bitcoin awaits a crucial market signal
The Sept. 22 discussion outlined no investment size or timetable, while current money markets remain well supplied.
Tokenization
$1 billion in trading volume masks hidden liquidity risks for Coinbase stock token holders
Premarket routes priced $100,000 sales across ten tokens; displayed pool balances cannot show what a broad selloff would cost.
