News linked to both this project and an event.
According to CoinPost, the "Proposal for Fundamental Strengthening of Cybersecurity Countermeasures" compiled by the Japan Liberal Democratic Party National Cybersecurity Strategy Headquarters (Chairperson: Masaaki Hirai) was approved by the Party-Government-Administrative Coordination Council on October 22. The proposal characterizes the current landscape as the "eve of a cyber crisis," centering on the establishment of a "Cyber Response Headquarters (provisional)" led by the Prime Minister's Secretariat. The proposal directs the National Police Agency to lead participation in international joint investigations with agencies such as the FBI and Europol, dismantle criminal infrastructure including command-and-control servers, and actively track illicitly acquired crypto assets. It also mandates the National Cyber Coordination Office to accelerate migration to post-quantum cryptography (PQC). Referencing the migration schedules for high-impact systems in major Western nations around 2030–2031, the proposal sets an earlier deadline for critical government systems. The article notes that electronic signatures for Bitcoin (BTC) are equally vulnerable to future quantum computing threats.
Odaily reports: According to Bitget's official announcement, the platform has announced the acquisition of Bangkok-based digital asset exchange and broker GMO-Z.com Cryptonomics (Thailand) Co., Ltd. The acquisition involves all shares of the target company held by shareholders including GMO Internet and its related subsidiaries.GMO-Z.com Cryptonomics (Thailand) holds a Thai digital asset exchange and brokerage license. The acquisition will leverage its existing compliance foundation and local market experience to strengthen Bitget's localized operations in Thailand and further enhance its strategic layout in the Southeast Asian market.Bitget CEO Gracy Chen stated that Thailand is an important digital asset market in Southeast Asia, and this acquisition will help Bitget establish a localized operational system, gradually expanding the application of its global trading services in the Thai market while complying with local regulatory requirements.
Michael Saylor posted on X platform stating that this week at ParaFi Investor Day he introduced digital capital, credit, and equity, and held a fireside chat with Jeff Park to discuss digital assets, digital intelligence, and the future of finance. The presentation covered topics including Bitcoin as digital capital, CLARITY regulation, Bitcoin banking adoption, reshaping gold-backed credit with STRC, STRC returning to par value, Bitcoin gain per share, Strategy's triple flywheel, shifting from quarterly dividends to daily dividends, Bitcoin-backed stablecoins, adoption by digital credit institutions, as well as digital currencies, derivatives, exchanges, regulation, and product development in the AI era.
Odaily News: MSCI has announced the formal adoption of its Non-Operating Company Index Exclusion Rules, which will be implemented during the November 2026 index review and take effect after the close of trading on November 30. Under the new rules, MSCI will first assess whether a company holds substantial operating assets; companies that fail the initial screening will undergo five financial ratio tests; if at least four exclusion criteria are triggered, the company will be ineligible for index inclusion. Bitcoin treasury companies Strategy and Metaplanet face potential removal, with the final list to be announced on November 11. JPMorgan previously estimated that if Strategy is removed from the MSCI index, it could face approximately $2.8 billion in selling pressure.
Odaily News: Brazil's largest stock exchange, B3, is expected to launch a securities tokenization platform in the first half of 2027. The relevant tokenized securities will be interchangeable with traditional stocks and will share price and liquidity. The platform was originally scheduled to launch in the second half of 2026, but has now been adjusted to the first half of 2027.Humberto Costa, Director of Products and OTC Strategy at B3, stated that tokenized securities will be issued based on existing assets and will not be primarily issued on the blockchain, and trade settlement will still follow the current two-business-day settlement mechanism. Whether Brazilian Depositary Receipts and exchange-traded funds will be included in this infrastructure is still under evaluation.B3 also plans to launch its own stablecoin and will apply to the Central Bank of Brazil for authorization to conduct digital asset operations and custody business. Round-the-clock trading and instant settlement still require approval from Brazilian regulators or the establishment of a new regulatory framework. (Bitcoin.com News)
Odaily News: Capital Group's Growth ETF has increased its Strategy holdings by 535,300 shares, bringing its total position to 2.19 million shares, valued at approximately $336 million. Capital Group, which manages $3.3 trillion in assets, had previously further increased its position through ANCFX, which purchased 4.32 million Strategy shares in April 2026 for approximately $747 million. ANCFX currently holds 10.33 million shares, valued at approximately $1.78 billion. For traditional asset allocation institutions, MSTR remains a leveraged Bitcoin exposure that can pass compliance reviews through stock exchange channels.
Peter Schiff (@PeterSchiff) posted that Bitcoin rallied significantly yesterday, driven by Strategy's latest round of Bitcoin purchases and subsequent bullish remarks from Michael Saylor, who claimed that the Clarity Act's failure to pass into law is actually a net positive for Bitcoin. In response, Schiff sarcastically noted that Saylor would offer a similarly bullish interpretation regardless of whether the bill succeeded, questioning the obvious "self-serving" motives behind his comments.
Strategy founder Michael Saylor (@saylor) stated that the SEC's newly issued innovation exemption order is highly significant—allowing U.S. investors to trade tokenized $MSTR and $STRC 24/7 on-chain through compliant channels, breaking the time limitations of traditional capital markets, and marking an important milestone in the development of the digital credit sector and U.S. capital markets.
According to Crypto Pulse Research, Bernstein's September 16, 2026, research report states that the procedural vote on the CLARITY Act has failed, and there should be no hope for a revote. Stablecoins, governed by the GENIUS Act, remain unaffected, while Circle’s ARC chain launched that same day. Robinhood's daily on-chain gross revenue is approximately $1 million. The bank recommends buying the recent weakness in crypto equities, favoring Robinhood (HOOD), Circle (CRCL), and Figure (FIGR), with target prices set at $160, $140, and $70, respectively. It sets a $330 price target for Coinbase, $350 for Strategy, and $24 for Sharplink. Bernstein believes that following legislative failure, regulatory clarity will pivot toward rulemaking by the CFTC and SEC. This rulemaking process will be aggressive and rapid, making product rollout schedules more predictable. Advancement of stablecoins, tokenization, perpetual futures, and prediction market-related products will continue, with crypto stock pullbacks offering buying opportunities.
According to Bitfinex Alpha, Bitcoin broke below the key support level of $77,100 on September 15, closing at $75,702 with a daily decline of 3.2%, marking its third consecutive closing lower after breaking through the recent range bottom. On that day, US spot Bitcoin ETFs recorded a net outflow of $450.4 million, with Fidelity FBTC seeing an outflow of $214.8 million and BlackRock IBIT recording an outflow of $161.7 million, accounting for 84% of total outflows. This marks the 14th-largest single-day net outflow in 2026. The downturn was driven by multiple factors: the failure of the CLARITY Act to advance, the 10-year US Treasury yield rising to 5% (for the first time since 2023), accelerated selling by short-term holders (exchange inflows surged sharply from 19,400 BTC to 33,100 BTC, of which 23,200 BTC were acquired at a loss), and foreign demand dropping to a historic low during the 20-year US Treasury auction. From a technical standpoint, BTC has fallen below the market average value of $76,500 and Strategy's average holding price of $75,412, leaving the average holder currently underwater. If the downtrend continues, key support levels below are $73,500 (cost basis for 3-6 month holders) and $71,300 (realized price for short-term holders). A rebound requires reclaiming $77,100 backed by significant spot trading volume.
Odaily News: The UK House of Lords passed an amendment by a vote of 194 to 138, requiring the Treasury to formulate, publish, and consult on a national digital asset strategy within 12 months after the Financial Services and Markets Act takes effect.The strategy must cover crypto assets, qualifying stablecoins, central bank digital currencies, tokenized securities, and other digital financial assets, and review the availability of banking, payment, and settlement services, as well as the risks to competition and innovation posed by the withdrawal of related services.The bill still needs to undergo a third reading in the House of Lords on September 15, and will then be submitted to the House of Commons for consideration. The UK Financial Conduct Authority (FCA) completed the formulation of rules and guidance for the new crypto asset regulatory regime on June 30. The authorization application channel is planned to open on September 30, 2026, and the regime will take effect on October 25, 2027. (Bitcoin.com News)
According to Cointelegraph, Bitfinex Securities has announced the launch of five tokenized notes tracking the equity performance of Strategy, Metaplanet, Swedish H100 Group, French Capital B, as well as Strategy's variable-rate perpetual preferred shares, STRC. The notes are issued through the Luxembourg-based ORO II fund, backed by underlying securities held in custody by regulated financial institutions, but do not grant investors direct ownership of the corresponding company shares. The products support trading priced in USD, USDT, and BTC, with a minimum investment of approximately $1, and are exclusively available to qualified non-U.S. investors. Bitfinex Securities stated that this marks the first time such products have been traded on the secondary market within a regulated tokenized securities exchange, with the total value of listed assets on the platform now exceeding $500 million.
Odaily News - Bitfinex Securities, the tokenized investment platform under crypto exchange Bitfinex, has listed 5 tokenized notes, providing eligible investors with economic exposure to bitcoin treasury companies such as Strategy, Metaplanet, H100 Group, and Capital B. The platform has also listed Strategy's floating-rate perpetual preferred stock, STRC.The aforementioned notes are issued through the Luxembourg-based ORO (II) fund and managed by SICOS Securities. The underlying securities are held in custody by regulated financial institutions but do not grant investors direct ownership of shares in the corresponding companies. The products allow fractional investments starting from approximately $1 and support trading in USD, USDT, and Bitcoin, and are only available to eligible non-US investors.Bitfinex Securities stated that this marks the first time such products are available for secondary trading on a regulated tokenized securities exchange. Following the completion of a $50 million tokenized fundraising round for metals company Alkemya in August this year, the platform's total listed assets have surpassed $500 million. (Cointelegraph)
Odaily News JPMorgan and Citadel Securities have both issued short-term warnings, advising investors to remain cautious ahead of the upcoming period of dense macro data releases and the Federal Reserve policy meeting, and to utilize option prices currently at yearly lows to strengthen downside risk hedging.After Fed Chair Warsh delivered a clear signal in his highly anticipated speech on August 28, emphasizing that U.S. inflation has not shown any substantial slowdown, the trading team led by JPMorgan's Head of U.S. Market Intelligence, Andrew Tyler, decided to abandon their bullish stance ahead of the September 16 Fed policy decision. Although they expect economic data and corporate earnings to continue providing support, they have downgraded their view on U.S. equities to tactically cautious.Scott Rubner, Head of Equity and Equity Derivatives Strategy at Citadel Securities, noted that retail investor buying activity in September, as tracked by his firm, has been the weakest of the year since 2019. On days when the S&P 500 index declines, average net retail buying volume is only about half of normal levels. (Bloomberg)
According to Crowdfund Insider, Ondo Finance has appointed Allison Parent as Chief Policy Officer to engage with policymakers and regulators and advance regulatory and industry standards for tokenized assets. Parent previously served as an Executive Director at the Global Financial Markets Association (GFMA) for nearly 10 years. Her career also includes roles as Head of Global Policy and Strategy at Barclays, Senior Policy Advisor and Market Legal Counsel at the Bank of England, and General Counsel for the U.S. Senate Committee on the Budget, where she contributed to landmark post-financial crisis legislation such as the Dodd-Frank Act.
Bernstein analysts expect that, as the "devaluation trade" becomes a macro theme, Bitcoin is poised to rise to $150,000 by mid-2027 under a base case scenario and reach a cyclical peak of approximately $300,000 in 2029. Analysts believe that rising global sovereign debt and interest expenditures may prompt policymakers to lean toward currency devaluation to ease fiscal pressures, thereby enhancing the appeal of scarce assets like Bitcoin.
London-listed technology company The Smarter Web Company tweeted that its Bitcoin Strategy Lead Jesse Myers will step down on September 1. The company's Bitcoin reserve policy will remain unchanged and will continue to be overseen by the board of directors.
GSR Chief Legal and Strategy Officer Joshua Riezman shared his views on X regarding the U.S. SEC's latest proposed regulatory framework for crypto assets, stating that the proposal may not achieve what many market participants currently understand. Without amendments to relevant U.S. laws, the regulatory exemptions provided by the SEC under existing securities laws remain limited.He noted that clearer regulatory rules are positive for the crypto industry, but the market structure addressed by the proposal differs significantly from the previous crypto market cycle. The industry needs to further understand what form the new framework will ultimately guide the U.S. crypto market toward.
The Irish Government has released its first National Anti-Money Laundering Strategy, proposing stricter scrutiny on private crypto wallet transfers and overseas crypto enterprises, with plans to implement industry standards related to cryptocurrency gambling funds in the second half of 2027.
Odaily News: Strategy has responded to MSCI's proposal to remove bitcoin treasury companies from its indexes. Strategy stated: "Index providers should measure the market, not dictate what assets companies hold. MSCI's proposal is inconsistent with the stance of regulators, the market, and clients. Bitcoin doesn't need MSCI, and neither does Strategy." (BitcoinTreasuries)