News linked to both this project and an event.
Odaily News: A person familiar with the matter revealed that the U.S. Commodity Futures Trading Commission (CFTC) is investigating Kalshi for suspected wash trading. Since August, Kalshi traders have executed nearly 1 million trades in the Ethereum futures market, with each trade being almost identical in size, drawing the attention of federal regulators and traders. Kalshi stated that there is no fake trading on the platform, and that the recurring quotes are fixed quotes posted by market makers, which faster traders seize upon. Kalshi co-founder Luana Lopes Lara said that attracting large traders to new markets to promote broader adoption is not uncommon.
Odaily News: Vladimir Chistyukhin, Deputy Governor of the Central Bank of Russia, stated that Russia's crypto industry may already have the conditions needed to operate legally by the end of 2026, with related regulation progressing as planned. A large-scale set of secondary regulatory rules is currently being drafted, and fine-tuning of internal rules is expected to be completed by the end of 2026. Russian President Vladimir Putin signed a law in August establishing a framework for the management of digital currency and digital rights, but Bitcoin payments remain prohibited. The central bank has approved public trading of Bitcoin on Russian crypto exchanges. Non-qualified investors can purchase Bitcoin and other assets worth 300,000 rubles (approximately $3,582) through a single intermediary, while qualified investors are not subject to restrictions. Sberbank, Russia's largest bank, plans to launch Bitcoin and crypto wallets and digital asset custody services in December, and expects trading volume for the related business to reach 4 trillion rubles (approximately $47 billion) in its first year of operation.
Odaily reports: Bitcoin News posted on X that Core Lightning is urging node operators to immediately disable experimental features, as developers are investigating a vulnerability that could put channel funds at risk. This is Core Lightning's second warning within a few weeks, following an August patch and the release of the 26.06.7 upgrade after a series of AI-generated CVE reports. Core Lightning has not yet disclosed how the experimental feature could be exploited.
Odaily News: The cyber investigation unit of the Gangwon Special Self-Governing Province Police Agency in South Korea identified 26 Polymarket users by analyzing public blockchain transaction records and on-chain open-source intelligence, and filed cases on suspicion of illegal gambling. Among them, 18 individuals have been transferred to prosecutors, with cumulative bets totaling $12.7 million and a single user betting as much as $4.1 million.Police launched a preliminary investigation in March and began filing cases against those involved starting in May; South Korea's Korea Communications Standards Commission only ordered the blocking of Polymarket on August 18, and the transactions under investigation by authorities occurred during a period when the platform was still normally accessible. Police are advancing the investigation under Article 246 of South Korea's Criminal Act. (Bitcoin.com News)
Odaily News: Bitget has announced an upgrade to its Proof of Reserves (PoR) system, expanding asset coverage from the original 4 cryptocurrencies to 19 major assets, with newly added tokens including XAUT, SOL, BNB, USDGO, and others. This upgrade simultaneously expands the scope of platform-level reserve disclosure and individual asset proof verification. Users can view each asset's reserve ratio, scale, and on-chain distribution through the PoR page, and use Merkle Tree to independently verify whether their personal holdings are included in the reserve snapshot.Bitget has been publishing monthly reserve reports since December 2022, and as of August 2026, has published 45 consecutive issues, with the latest overall reserve ratio at 122%. Bitget CEO Gracy stated that as the variety of assets supported by the platform continues to increase, reserve transparency and verification capabilities also need to expand in tandem, enabling more users to independently verify their assets and further enhancing platform transparency.
According to on-chain analytics platform Glassnode (@glassnode), Bitcoin’s price fell to approximately $76,000, breaking below the consolidation range maintained since late August and dropping roughly 1% below the “Realized Price” of $76,700. Despite multiple headwinds including the failure of the Senate’s CLARITY Act vote, sharp declines in altcoins, and rising expectations for Federal Reserve rate hikes, the pullback has remained moderate. On-chain capital inflows turned negative for the first time on September 15 following 27 consecutive days of growth; U.S. spot ETFs recorded cumulative net outflows of approximately $334 million from September 8 to 14; the total stablecoin market cap stands at roughly $301 billion, down about 4% from its April peak with recent growth stalling; and publicly traded companies have net-purchased only about 5,900 BTC over the past three months, far below the 89,000 BTC bought in July 2025, with an average corporate cost basis of approximately $80,500 leaving them currently underwater. The options market shifted to bearish sentiment within hours of the voting results being announced. Max pain for the September 25 expirations sits at $72,000, with heavy call option concentration capping upside near $85,000. The order book shows thin bid liquidity below $68,000; should this range break decisively, subsequent key support levels would be the short-term holder cost basis at $71,300 and the on-chain support zone between $62,000 and $65,000.
Odaily reports: U.S. Securities and Exchange Commission (SEC) Chair Paul Atkins stated that he has directed staff to draft a proposal that would allow investment advisers to directly custody crypto assets for clients and regulated funds under certain conditions, and is considering permitting state trust companies to serve as custodians.Atkins noted that qualified third-party custodians do not yet exist for certain crypto assets. The custody proposal is one component of the SEC's crypto regulatory framework, following the SEC's amended crypto asset custody rules that entered White House review in August.The framework's other two components include the Crypto Asset Regulations proposed on August 18 and the transfer agent rule modernization plan, which respectively address crypto asset issuance and transfer. Atkins also urged Congress to advance the CLARITY Act, but the bill failed to advance in a Senate procedural vote on September 15 with 49 votes in favor and 50 against. (Bitcoin.com News)
In a write-up by Wintermute OTC trader @Jjay_dm, BTC ETFs recorded a net outflow of $463 million for the week ending September 14, marking the first negative reading since June's lows. ARK and Grayscale alone accounted for combined outflows of $371 million, while BlackRock remained flat. As a result, BTC fell 4.4% for the week to close at $76,838, making it the worst-performing asset, while Ethereum dipped 1.5% and altcoins collectively gained 1.0%. On the macro front, the US August CPI came in at 0.4% month-on-month (core 0.3%), exceeding the expected 0.2%, while the PPI annual rate hit 5.4%, prompting Goldman Sachs to upgrade its September rate outlook from "hold steady" to "increase." The market has now priced in an 87% probability of a 25-basis-point hike on Wednesday. Meanwhile, ongoing escalation in Middle East tensions pushed Brent crude past $105/barrel, and the 10-year US Treasury yield reached a 20-year high. Wintermute stated that following the shift to negative ETF flows, it favors a neutral over a bullish market stance. Two key catalysts this week: ① On Tuesday, the US Senate will hold a procedural vote on the CLARITY Act (Crypto Market Structure Act), which requires 60 votes to pass; ② On Wednesday, the Fed will announce its interest rate decision. While the rate hike itself is already fully priced in, subsequent hawkish commentary (particularly any signals pointing to continued tightening into Q1 2027) could exert downward pressure on the crypto market.
Odaily News: According to Gate Ventures' latest weekly report, last week's escalation of geopolitical conflicts in the Middle East combined with U.S. core inflation exceeding expectations significantly heightened global market volatility. Brent crude and WTI crude surged 8.33% and 9.36% respectively, returning above $100 per barrel; U.S. August core CPI rose 0.29% month-over-month, higher than expected, pushing the 10-year Treasury yield to 4.97%, with market-implied probability of a September rate hike rising to approximately 86%; spot gold fell 1.82% to $4,349.42 per ounce. U.S. stock indices — the S&P 500, Nasdaq, and Dow Jones — declined 0.80%, 0.66%, and 1.57% respectively; the crypto market weakened in tandem, with BTC and ETH dropping 4.4% and 1.5% respectively. Spot BTC ETFs saw net outflows of $462.7 million, while ETH ETFs recorded net inflows of $197.1 million. The fear index dropped from 71 to 57, indicating a cooling of market sentiment.On the industry front, India launched a $107 million tokenized corporate bond pilot program, further advancing institutional-grade RWA tokenization; Gemini obtained a Major Payment Institution (MPI) license from the Monetary Authority of Singapore, further expanding its regulatory footprint in the Asia-Pacific region; and the Philippine central bank plans to suspend new payment system operator registrations for 12 months, tightening oversight of VASP-related payment activities.On the funding side, a total of 9 financing deals were completed last week, with disclosed total funding reaching $158.4 million, down 88% quarter-over-quarter. Overall, energy prices and inflation expectations remain the core variables driving short-term market trends, while interest in tokenized assets and institutional-grade crypto infrastructure development remains undiminished.
Odaily News: After US August core CPI inflation heated up again, expectations for a Federal Reserve rate hike in September rose rapidly. As a rate hike this week becomes a high-probability event, the market's focus has shifted to "how US stocks will move after the rate hike."Jeff Buchbinder, Chief Equity Strategist at LPL Financial, analyzed six Fed tightening cycles since 1994, and the results show that the S&P 500 usually performs weakly in the short term after the first rate hike, but outcomes one year later are notably better than in the initial months.Compared with 2022, LPL believes the underlying conditions facing the US economy amid rate hikes are clearly different now, and the current macroeconomic environment is closer to the late 1990s. However, that does not mean the 1997 market scenario will reappear. LPL previously estimated that even if the Fed continues to tighten monetary policy this cycle, the overall scale of tightening is unlikely to approach the level seen from 2022 to 2023. In the previous cycle, the Fed raised rates by a cumulative 5.25 percentage points, equivalent to 21 consecutive 25-basis-point hikes. (Investopedia)
QCP released a report on September 14 stating that the market has largely priced in expectations of a 25 basis point rate hike by the Federal Reserve this week, with attention shifting to the language of the rate hike announcement and signals regarding the future rate path. U.S. August CPI rose 0.4% month-over-month and 3.4% year-over-year, while core CPI rose 0.3% month-over-month, with the year-over-year growth rate of core CPI declining from 2.5% to 2.4%.Bitcoin briefly fell to $76,700 following the release of the CPI data, before recovering to around $77,600; Ethereum remained near $2,500. Spot Bitcoin ETFs saw net outflows of $463 million last week, with net outflows slowing to $13.2 million on Friday; spot Ethereum ETFs saw net inflows of $197 million, with single-day net inflows of $216 million on Friday.
the U.S. core CPI rose 0.3% month-over-month in August, exceeding expectations of 0.2%, further reinforcing expectations for a Fed rate hike next week. Analysts believe the market had already priced in ample time for a rate hike, and if the Fed raises rates as expected, the market reaction may be relatively limited. Instead, an unexpected decision to hold rates steady could trigger a larger rally in risk assets. Matt Mena, Senior Crypto Research Strategist at 21Shares, said historical data shows that in the 30 days following a core CPI reading above expectations, Bitcoin rose an average of 2.13%.Affected by the data, Bitcoin is currently trading at approximately $78,600, up 1.5% over the past 24 hours. Mark Connors, Chief Investment Officer at Risk Dimensions, said that rising U.S. Treasury yields across the board and the simultaneous strengthening of Bitcoin and gold indicate that the market is concerned not only about the Fed's rate path, but also about inflation, government debt, and the credibility of monetary policy. (Cointelegraph)
Empowa, a Cardano ecosystem project, disclosed two interrelated unauthorized asset transfer incidents across its three project wallets. Between November 2025 and June 2026, approximately 143,710 ADA were transferred out of one project treasury wallet in 18 transactions. The corresponding Midnight airdrop for this wallet was also registered and claimed by an unknown party using the private key, with approximately 36,000 NIGHT already transferred away. From June 2026 to August 2026, a cumulative total of approximately 4.24 million EMP tokens were transferred out of the other two project wallets, with portions sold via platforms such as Minswap and VyFi. Empowa stated that the funds from both incidents ultimately flowed into the same intermediate wallet, indicating they are controlled by the same party, although the identity of the individuals operating these private keys cannot currently be confirmed. The team has hired a professional blockchain investigation firm and plans to seek KYC information from the centralized exchange where the related funds ultimately entered.
Odaily reports: A Fox Business crypto reporter posted on X that U.S. Senate Republicans have released an updated text of the CLARITY Act following negotiations during the August recess. The ethics section appears unchanged, and the BRCA and stablecoin yield sections also remain the same. The updates include: requiring non-decentralized DeFi protocols to register with the U.S. Commodity Futures Trading Commission; limiting DeFi provisions to spot or cash digital commodity transactions, seemingly aimed at addressing tribes' concerns about blockchain-based prediction markets; and clarifying the authority of credit unions to conduct cryptocurrency business.
Odaily News U.S. Treasury Secretary Scott Bessent stated on X that he had called on the Senate in July this year to advance the CLARITY Act, a bill aimed at establishing a comprehensive regulatory framework for digital assets and strengthening capabilities to prevent bad actors from abusing related technologies.He noted that as the Senate reconvenes after its August recess, he strongly urges all parties to remain engaged in negotiations and to agree to the procedural motion to proceed on the bill, in order to continue advancing the legislative process. Failure to move forward would send a signal to U.S. allies and adversaries that the United States is unwilling to take a leadership role in the future development of digital assets, while also forgoing tools essential to strengthening national security and combating digital asset abuse.
According to Chaoxiang Research, JPMorgan’s September 6, 2026 research report highlights four reasons supporting a bullish stance on US equities despite heightened volatility in interest rates, exchange rates, and oil prices: strong growth (GDP and EPS forecasts continue to be raised), interest rates are not too high (rising yields reflect economic expansion rather than monetary tightening), the US favors a weak dollar policy, and hedge fund positioning remains neutral to light. August nonfarm payrolls added 162,000 jobs, far exceeding expectations; however, whether to hike rates in September hinges on the September 11 CPI data, with JPMorgan projecting core CPI to rise 0.21% month-over-month. The MSCI World Index has gained 12% year-to-date, while the 10-year US Treasury yield has climbed by only 60 basis points, and earnings growth is currently absorbing valuations.
Chloe, columnist for HTX DeepThink and researcher at HTX Research, noted that August non-farm payrolls rose by 162,000, significantly beating expectations, while the unemployment rate remained at 4.1%, largely eroding the trading narrative that a sharp jobs decline would force the Fed to pause. Market attention has now turned to this week's CPI: robust employment does not obligate the Fed to raise rates, but it affords it greater policy flexibility. With Warsh declining to precommit at Jackson Hole, this week's inflation figures will act as the first genuine stress test for the new policy framework. Should core CPI fail to register a convincing pullback, staying the course may damage the Fed’s credibility in tackling inflation.
Odaily News - According to the Bitfinex Alpha analysis report, August employment data has reinforced expectations of a Fed rate hike in September. The market now estimates the probability of a 25-basis-point hike on September 16 at approximately 60%. However, Bitcoin remains near $80,000, with US spot Bitcoin ETFs recording net inflows of approximately $986.7 million last week.Data shows that US non-farm payrolls increased by 162,000 in August, while the unemployment rate held steady at 4.1%. The manufacturing PMI rose to 54.6, indicating that the economy has not shown signs of a sharp slowdown. Nevertheless, input costs remain elevated, and inflationary pressures have shifted market policy discussions back toward rate hikes.Meanwhile, US Treasury yields continue to weigh on risk assets, with the 2-year yield climbing to 4.37% and the 30-year yield holding at a high of 5.24%. Bitfinex notes that Bitcoin has encountered resistance near $82,000 recently and remains range-bound between approximately $77,200 and $82,100.Bitfinex believes that sustained ETF inflows and growth in stablecoin supply are providing support for Bitcoin, but Fed policy expectations and elevated Treasury yields are limiting upside potential. If this week's inflation data comes in below expectations, the market may once again price in a pause in rate hikes for September; conversely, persistent inflationary pressures could further strengthen rate hike expectations. Until a breakout from the current consolidation range occurs, Bitcoin is more likely to maintain a relatively strong sideways trend rather than confirming the start of a new upward rally.
ARK Invest founder Cathie Wood stated that the August nonfarm payroll data shows the U.S. economy remains highly resilient. The market may interpret the strong employment figures as rising inflation pressures and further bet on Federal Reserve tightening policies, but it is overlooking more critical shifts. Although headline U.S. inflation remains at 3.7%, other inflation indicators have moved closer to 2%, and oil prices could even fall to around $30 per barrel.
Odaily News: Prediction market platform Kalshi recorded 15.4 million U.S. visits in July, up approximately 1,520% from fewer than 1 million visits in August 2025; U.S. visits accounted for nearly 80% of its total traffic, higher than the 72.8% recorded during the same period.Kalshi's August monthly notional trading volume reached approximately $40 billion, up roughly 4,500% from $874 million in the same period last year. During the same timeframe, the prediction market industry's monthly notional trading volume rose from approximately $2 billion to $50.7 billion, with Kalshi accounting for nearly 79% of the latest total.Sports contracts accounted for 83% of Kalshi's July trading volume. Whether Kalshi's sports contracts fall under federal regulation or state gambling laws is subject to legal dispute, and New Jersey has brought the matter before the U.S. Supreme Court.Canada recorded approximately 450,000 visits in July, and the U.K. around 296,000 visits, both higher than the roughly 50,000 and 31,000 visits in August 2025, respectively. Users in both regions are currently prohibited from directly accessing or trading on Kalshi under its membership agreement. Kalshi has partnered with Canadian financial services firm Wealthsimple to offer nearly 4,000 eligible contracts through a standalone application. (Cointelegraph)