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•Bitcoin Magazine reports on Grant Cardone, CEO of Cardone Capital with $5.4B in real estate assets, acquiring BTC by bundling it into multifamily property deals. •Cardone structures hybrid investments where Bitcoin is added post-purchase, projecting that at $400k–$500k per BTC, the crypto portion could exceed his entire real estate portfolio value. •His strategy aims for 22-32% annualized returns by pairing steady rental cash flows and depreciation benefits with Bitcoin’s growth potential.

Fidelity’s Jurrien Timmer said Bitcoin has entered a new cyclical bull market after holding the $60,000 support level, which he calls the “line in the sand.” Timmer’s power law model, using weekly data from sources like Bloomberg and Haver Analytics, projects a $300,000 Bitcoin price target by 2029 based on long-term mathematical trends.

Backpack’s tokenized stock launch on Solana, showed how it drove a sharp rise in holders from near zero to over 250k by September 2026 while boosting fully diluted market cap from ~$200m to $1.4b+. The dual-axis graph demonstrates tokenized stocks rapidly expanded Backpack’s user base and market valuation, with holders surging far faster than traditional market cap growth in mid-2026. This case illustrates why RWAs like tokenized equities are becoming essential for onchain businesses, enabling broader access, liquidity, and higher growth multiples in DeFi ecosystems.

On-chain data shows that 81% of Bitcoin supply (16.3 million BTC) has remained unmoved for over 6 months. Bullish.

Aave V4 on Base now accepts seven Coinbase tokenized US stocks—AAPL, TSLA, NVDA, and others—as collateral, enabling eligible non-US users to borrow USDC. The setup operates through a dedicated Equities Hub where users can combine these tokenized equities as collateral, with Chainlink providing pricing data and initial caps limiting exposure. This move expands DeFi utility for tokenized real-world assets by allowing holders to access liquidity against major equities without selling them.

Coinbase CEO Brian Armstrong stated that Grok has become the leading client for agentic traders on the exchange.

•Sui Security Team identified a misconfiguration in AlphaFi’s ALPHA oracle that created bad debt, leading AlphaFi to wind down its protocol operations on the Sui network. •Sui Foundation stepped in to ensure full solvency with no user funds impacted, enabling immediate withdrawals from affected Slush Strategies involving SUI, WAL, DEEP, and USDC. •The incident demonstrates the value of Sui’s security tooling, which aided detection and will launch publicly this fall as a resource for all DeFi protocols on Sui.

•Vitalik Buterin is testing mobile offline local knowledge apps from a poidh.xyz bounty, reporting clear progress over his own build from two months ago in handling general queries on topics like Japan, quantum-resistant algorithms, and Mozi’s universal love via on-device sources. •The apps generate answers with source citations and verification directly on the device, demonstrating offline AI capabilities but remaining slower and less accurate than laptop models, especially on specialized travel queries like vegan restaurant recommendations. •Vitalik credits developers @sriramkiron, @arferrari, and @0x94t3z and expresses optimism for rapid improvements toward fully independent fact lookup without any internet connection.

Tell me some old gems

An intermediary wallet 0x4885 withdrew 257.6 ETH and 545K USDT from multiple Binance hot wallets 11 hours ago, then swapped and consolidated them into 457.9 ETH. The full $1.23M in ETH was then sent one hour ago directly to a wallet labeled as the Bitget hacker, as shown in the Arkham Intelligence transfer screenshot. This reveals the hacker using Binance as a liquidity source via an intermediary to move stolen funds on-chain.

CZ of Binance posted a photo of himself shaking hands with Sierra Leone President Julius Maada Bio, stating the meeting was a pleasure and signaling that crypto adoption continues to expand globally. The formal encounter, captured with Sierra Leone flags in the background, occurred around September 24, 2026, and follows prior discussions on crypto facilitated by figures like Julius Elum. This high-level engagement underscores growing African governmental interest in blockchain and digital assets as tools for economic development and inclusion.

Chainlink co-founder Sergey Nazarov spoke at the Federal Reserve Bank of Philadelphia’s 10th Annual Fintech Conference on September 24, 2026, joining executives from BlackRock, Vanguard, and SharpLink.

The Federal Reserve requested for public comments on two proposals implementing the GENIUS Act of 2025, which created the first comprehensive U.S. federal framework for regulating payment stablecoins. Proposal one requires Board-supervised issuers to fully back stablecoins 1:1 with high-quality liquid assets like short-term Treasury bills, plus standardized capital rules for credit/operational risks, risk management standards, and safekeeping guidelines. Proposal two establishes a tailored application process for insured state member banks seeking to issue stablecoins through subsidiaries, requiring business plans and financial details, with a 60-day public comment period.

The FAQ is narrower than that. • It is staff FAQ language (“the Divisions would not object”), not a Commission rule, statute, or durable no-action position. The document itself says it creates no enforceable rights and does not bind the Commission. That can be withdrawn or reinterpreted. • It only covers already-registered CFTC entities (FCMs, DCMs, DCOs, SEFs, swap dealers). It does not let an unregistered onchain protocol operate as a U.S. exchange or clearinghouse, and it does not answer the bigger July asks: developers not registering just for shipping protocol software, registered firms using public chains for matching/execution/clearing/settlement, or turning Phantom’s wallet no-action into a rule. • Public permissionless chains are not a complete substitute. Staff said they would not object to skipping a separate offchain copy, but firms using a public network still must have systems that can produce the records if the chain or a block explorer is down. Tokenized customer-fund investments are only tokenized versions of assets already allowed under Regulation 1.25, with the same legal/economic rights plus existing liquidity, concentration, maturity, and custody limits—not a new green light for crypto as customer money. The announcement also sits next to a stalled market-structure bill.

BDO's report states that Bitcoin functions as a core foundational asset, like aircraft for airlines or IP for software firms, with companies building active strategies around treasury management, financing, and risk oversight rather than passive holdings. The company urges MSCI to evaluate Bitcoin-related firms based on operational activities, management processes, and capabilities—not solely asset ownership—in its index eligibility rules, as outlined in its public comment letter. With MSCI’s consultation deadline on September 30, 2026, this reflects ongoing industry pushback against proposals that could limit index inclusion for digital asset treasury companies reporting Bitcoin under GAAP as operating businesses.

KelpDAO has filed a lawsuit in British Columbia against LayerZero and co-founder Bryan Pellegrino over the April 2026 exploit that drained 116,500 rsETH worth $292 million from its cross-chain bridge. KelpDAO alleges LayerZero failed to disclose technology risks and prevent infiltration of its RPC infrastructure, which attackers used to forge messages in a 1-of-1 DVN setup that Kelp claims was LayerZero-approved and documented as default. Pellegrino called the claims meritless and stated he will defend himself and LayerZero; the suit follows months of public blame-shifting and KelpDAO’s migration of rsETH bridging to Chainlink.

CNBC clip of VanEck’s Matthew Sigel declaring the Bitcoin bear market over, noting dips to $78k remain unalarming as the market digests prior gains amid rising yields and dollar moves. Video shows Sigel describing current BTC price action near $83k as typical cycle consolidation rather than renewed downside, highlighting historical patterns where such pullbacks follow strong advances. This September 2026 statement fits VanEck’s ongoing analysis of Bitcoin’s post-halving correction ending, after earlier 2026 lows in the $60k range and recent recovery signals.

SEC Commissioner Hester Peirce shared a link to new staff FAQs from the Division of Corporation Finance addressing how federal securities laws apply to crypto assets and related transactions. Released September 25, 2026, the FAQs detail classifications for functional and decentralized assets, staking receipt tokens as digital tools or commodities, and when post-functionality activities like system maintenance avoid creating ongoing investment contracts. They provide issuers and platforms with guidance on promoter definitions, buyback programs, and representations of profit expectations to help determine securities status under the Howey test framework.

Pi Network’s official account announced Pi Testnet’s upgrade to Protocol 28 after completing Protocol 27 on Mainnet, featuring improved transaction data delay handling and safer batch upgrades for smart contracts. Node operators must upgrade to Protocol 28 by October 13, 2026, to prepare for the Mainnet Protocol 28 rollout scheduled for October 16, 2026.

Grayscale filed an SEC 485(a) registration for The ZCSH High Income ETF, an actively managed fund targeting current income plus capital appreciation using options on Zcash ETPs like their existing spot ZCSH product.