Research
Staking
Ethereum’s institutional staking boom is growing, but Lido’s share is shrinking
Lido captured just 5.7% of H1 staking growth, while a negative NEST budget shows why deposits alone cannot fund purchases.
Earnings
Bitcoin miner manufacturer Canaan sells crypto to buy back shares after $97 million loss
Revenue fell below its $35 million guidance floor, while later crypto sales funded part of its share buybacks.
Technology
Bitcoin Core Lightning Docker bug leaves node operators exposed despite showing updated version
Four tags served images that reported v26.06.7 without its fixes, prompting digest checks before planned source disclosure.
Digital Asset Treasuries
Strive adds $12 million to its dividend tab after issuing nearly one million new preferred shares to buy Bitcoin
At the current 13% rate, SATA payouts imply about $130 million annually, while higher cash keeps static coverage near 19 months.
Analysis
Why Bitcoin bulls shouldn’t mistake a shrinking dollar reserve share for central bank buying
The New York Fed’s Sept. 2 analysis separates currency choices from reserve-size changes, leaving sovereign Bitcoin demand unproven.
Payments
AI agents are executing millions of micro-payments on XRP Ledger, but hardly any tokens are being bought
t54’s September 8 dashboard also records 4,125 RLUSD settled, showing why payment counts alone cannot establish substantial XRP demand.
Macro
Fed inflation trap threatens Bitcoin below $80k as $100 oil blindsides Friday’s CPI report
Brent touched $99.46 after reported Saudi energy disruptions, while Friday's CPI measures August prices.
Wallets
Tether CEO wants AI agents to hold USDT, but developers are left on the hook for overspending
Tether’s WDK design separates wallet access from payment approval, leaving developers to enforce the limits users expect.
Crime
Active crypto address “copy and paste attack” threatens users even after major malware cleanup cut off hackers
CrowdStrike says the Aug. 31 disruption blocked new payload delivery while installed malware can still swap cryptocurrency payment addresses.
Mining
Bitcoin miner burns through millions in BTC to buy compute, but new coins are not returning to treasury
Cloud customers accounted for about 74% of August’s production increase, while company holdings recovered only part of July’s decline.
Governance
Ethereum supply battle is forcing a choice between high staking yields and the value of your ETH
EF Protocol wants a broader issuance debate, while unchanged rewards preserve validator income and dilution for unstaked holders.
Outage
Liquid recovers 3,400 BTC as hacker asks “is that ok?” after pocketing $47 million in Bitcoin
The Sept. 7 return replenished the federation wallet, but Blockstream still listed a public bridge outage the following morning.