DeFi
These 10 altcoins are still worth $12B after a 97% collapse – but do users pay enough to them keep running?
Ten major crypto networks remain up to 99.7% below peak, testing whether they can fund security and growth without another boom.
Sentiment: Neutral
Latest stories
Analysis
Bitcoin broke away from AI stocks but now $96 oil could turn its escape into a trap
Coinbase and Glassnode data show Bitcoin entered Q3 trading more like gold and silver, tying its outlook to yields, the dollar and the Fed.
Digital Asset Treasuries
Strategy now publishes the Bitcoin return threshold below which it may have to restructure
Strategy’s -11.34% BTC Floor ARR models whether its $18.993 billion obligation base remains covered through a multiyear Bitcoin decline.
Crime
FBI used Google cookies, 500 food orders and a Monero seed phrase to identify Steam malware funder
Investigators linked a campaign wallet to Bitrefill, Google, Uber and telecom records before a search uncovered separate Monero activity.
ETF
BlackRock’s IBIT accounted for 90% of a $225 million Bitcoin ETF reversal after a seven-day buying streak
The reversal erased 22.5% of the preceding $999.3 million inflow streak, while Bitcoin ended the session below $65,000.
Politics
CLARITY Act splits Wall Street and crypto as Goldman Sachs breaks with banks and Charles Hoskinson backs Warren
Wall Street is divided over stablecoin rewards while Trump’s crypto interests complicate efforts to secure the Democratic votes needed for passage.
DeFi
DeFi’s next institutional hurdle is deciding who can be trusted to price real-world assets
Reliable oracle governance in DeFi is essential for institutions to price tokenized assets and manage on-chain collateral risk.
Digital Asset Treasuries
The debt clock ticking inside corporate Bitcoin treasuries could force billions back onto the market
Debt, preferred payouts, and refinancing deadlines are turning corporate Bitcoin reserves into future market supply.
Bankruptcy
BitMEX shuts down without an FTX style crisis, revealing where crypto’s real danger has moved
BitMEX’s orderly shutdown captures a bear market shaped by centralized decline and persistent on-chain exploit risk.
Regulation
SEC pays $150,000 as Coinbase-backed Freedom Of Information Act settlement releases two withheld documents
Reported terms include releasing two withheld documents and reviewing records and text-message controls after the Gensler-era losses.
Quantum
$460 billion Bitcoin risk draws BlackRock, Coinbase and Strategy into $15M quantum defense mission
The new consortium comes as falling estimates for quantum computing requirements put greater focus on Bitcoin’s exposed public keys.
DeFi
Latest $3.8 billion RWA recovery shows how quickly DeFi absorbed the KelpDAO shock
RWA returned to active DeFi use within 100 days of the KelpDAO shock, spreading across multiple chains and collateral types.
