Derivatives
Hyperliquid tests allowlists that let operators restrict access to their own markets
HIP-3* adds venue-scoped controls without changing existing permissionless markets.
Sentiment: Neutral
Latest stories
Privacy
Ethereum’s Vitalik Buterin puts 60% odds on a cryptography breakthrough that could weaken Wall Street middlemen
Cheaper encrypted computation could eventually challenge roles played by custodians, auditors, exchanges and clearinghouses.
Hacks
A whitehat hacker is holding $320 million in drained Bitcoin until developers prove they patched a fatal network flaw
SideSwap says bug-created L-BTC passed a valid peg-out flow, prompting federation signers to release about 3,996 real BTC.
Macro
Bitcoin’s faces a weird new macro reality as the Fed turns off the tap and Treasury opens the floodgates
The Fed and Treasury are approaching the bond market with very different problems, and Bitcoin ultimately feels both of them.
ETF
Bitcoin ETF inflows fall 76% entering Labor Day break as only BlackRock and Fidelity attract fresh money
Seven funds posted positive flows Thursday, but only IBIT and FBTC did on Sept. 4, ahead of Monday's US exchange closure.
Governance
Aave crypto lending proposal would let emergency tools freeze markets – but not unfreeze them
The proposal would grant bounded emergency roles now, but the current Risk Steward release cannot invoke their one-way safety calls.
ETF
The $63 billion revolving door carrying the entire US Bitcoin ETF market
IBIT has become Bitcoin’s dominant US ETF with enough inflows to offset the combined net withdrawals from every rival fund.
Analysis
Inside the 15-minute trading pulse that moves $14 billion in Bitcoin perpetual futures
Crypto trades through every hour of the week, but its supposedly continuous market has built an opening bell that rings 96 times a day.
ETF
Strategy and Robinhood now lead a $4.5 billion large-cap ETF that was not built for crypto
Their 6.01% combined weight shows how crypto-linked volatility can reach a generalist stock portfolio.
Analysis
From power laws to AI networks, why complex Bitcoin price models memorize market noise
Bitcoin has inspired hundreds of increasingly elaborate attempts to predict its price, but many of them still struggle to outperform the simplest possible answer once the future actually arrives.
Stablecoins
Fed stablecoin research exposes how the same dollar could count twice in M1 or M2
How stablecoins could make America’s money supply look bigger without creating new spending power
Analysis
Solana’s plan to cut account deposits by 90% could weaken a reason to hold SOL
Solana’s account deposits could fall 90% even as adoption grows.
