abobka

🔸 $174M into its own preferred, $75.7M into bitcoin

Strategy's week, Sept 14 to 20:

▪ 950 coins at $79,670 average
▪ 1,771,238 STRC shares bought back
▪ zero shares sold through the ATM

STRC climbed off a $75 low to $98.51 on Friday, par is $100. buying their own paper back near par

the $80.5M going around for the $BTC buy isn't what they paid

bitcoin was the side dish this week)

no btc here, all stables. next filing gets the same, follow if you like boring pdfs 😁

Circle didn't start lending anyone USDC #CircleLaunchesInstitutionalBTCBackedBorrowing

what actually launched:
institutions wrap $BTC into cirBTC
Circle National Trust keeps the coins
the cirBTC goes as collateral into a third-party market, $MORPHO
first, Aave only planned

the USDC is borrowed there

🔸 custody: Circle
🔸 the loan and the liquidation rules: the protocol
🔸 LTV, rate, liquidation level: not in the launch coverage

two counterparties for one loan

can't use it anyway, institutions only
my bag is stables, USDC in there too, so I hold the coin that gets borrowed, not the collateral
still want to see that liquidation level)
#Circle

🔸 $16.77M sits in the wallets of whoever hit Fetch.ai, NuNet and SingularityNET #SingularityNET
sounds huge

$14.42M of that is 198.3 million AGIX he minted himself
and the AGIX-to-FET converter is paused

the damage that's real:
▪ 8.7M FET drained, about $1.53 million
▪ 408.53 million NTX minted, NTX down 65-90%

one stolen bridge key, one stolen mint key, three logos in the headline

$FET
+13.3% on the day
i hold none of it

following me is cheaper than a stolen bridge key)

#Cronos
deflation, cronos edition:

- 100% of revenue from Ult and Cronos Launch buys CRO and burns it, monthly
- the products are days old and the proposal gives no revenue number
- staking gets paid from the 70B CRO reserve, reissued from the 2021 burn

burn with one hand, un-burn with the other

signalling proposal anyway, voting until october 3
the burn contract isn't built yet

no CRO on my side
i'll believe "deflationary" after the first monthly tx hash)
#CRO

#BitcoinHits$85K
bottom signal ≠ bull market

$BTC
just closed a week above its 50-week average, first time in 45 weeks
close: $81,178
the feed already calls it the start of a bull run

Thorn from Galaxy tracks this exact signal
his own read: one weekly close can't establish a bull market
four of five past bear markets: no lower low after it
the fifth, 2021-2022: two reclaims, then lower
and that one also started with a reclaim

one close is one close
zero btc here, so i can afford to wait for the next one)

zetachain #ZetaChain "is shutting down". read the proposal before you buy the headline

proposal 68 passed: 99.4% yes, 58% turnout
what it does to the chain today: no halt, no snapshot, no balance change

the actual shutdown needs Proposal 2
Proposal 2 waits for exchanges to confirm the swap
date: none

and the pump didn't come from the vote
$ZETA
perp went 0.0424 → 0.0651 in about 20 minutes, the morning after voting closed #zeta

never held it. when Proposal 2 gets a date i'll post it here, follow or find out by luck)

the may lid is gone, and shorts paid for it

$BTC tapped $84,174 on Binance today, highest since jan 31
the lid it broke: $82,850, set may 6

btc shorts liquidated within the hour: $212.76M
whole market: $261.69M in shorts vs $9.47M in longs

a squeeze through a level everyone had marked
fresh demand? can't point at any yet

and "highest since january" is still under $97,924

not in btc right now, just refreshing the chart over coffee☕️
#BitcoinHits$85K

job ad of the week

"Only High I.Q. individuals need apply!"

that's Trump on Sept 19, about the AI "Czar" he'll name in the near future. same post: he's forming the AI Force, "much like I did Space Force"

everyone's quoting the IQ line. i read the job title instead

🔸 the last czar, David Sacks, was AI and crypto in one job
🔸 he left in March after using up his 130 days as a special government employee, now co-chairs PCAST
🔸 the new one is announced as AI Czar. none of the coverage quotes a word about crypto in the post

so crypto's seat in that building is Patrick Witt, executive director of the Council of Advisers on Digital Assets

his own words on that office:
"even if you were to take this office away tomorrow, we've still got tremendous leaders at the different agencies"

not exactly a man fighting for his chair😁

bet: we hear the czar's name way before AI Force exists on paper, and crypto won't be in the title

me: no AI tokens, BNB and stables. $TAO went from 222.1 on Sept 17 to 250.2 by the close on Sept 18, a day before any of this was posted, and it's 278.30 now. the move started before the headline and kept going after it, i'm not chasing it at either end

when the name drops i'll check the title for the word crypto and post it here. follow if you'd rather not refresh Truth Social yourself)

earn, another glitch

On September 10 it showed 7627.63 USDT here. Today it’s 10682.51 USDT — I added this, not interest.

And today’s PNL is -0.65481215 USDT (-0%). In stables. I even double-checked.

Inside, everything is in USDT: U 8000.56, USD1 1500.10, USDT 767.24929591, USDC 500.18 and 0.14904752 BNB at 114.45.

The culprit is BNB. The exchange’s PNL day starts at 00:00 UTC; $BNB opened that day at 772.56 and by morning slid down to 767.45. For my share of BNB, that’s enough for all the earn to be glowing red.

What I figured out:
- PNL for the day is calculated from 00:00 UTC — that’s the night in Kyiv
- the stable isn’t exactly 1:1 with USDT; on the screenshot, USD1 1500.2500315 = 1500.10 USDT
- I placed BNB alongside the stables — now the PNL moves according to BNB

Meanwhile the banner is calling to BFUSD with 4.64%; on September 10 it was 3.65%. I’m not going in there, and I still didn’t. I also didn’t enable auto-subscription.

The numbers in earn are calculated in USDT, but it doesn’t hold only USDT there. No idea what else to add.
#earn @Binance_Ukraine

CLARITY scorecard

sept 10 i was at no on this bill passing this year, and i wrote that bills don't lose to opposition, they lose to arithmetic

the cloture vote failed. 49 to 50, with 60 needed

and it failed on opposition. no Democrat voted yes, they pointed at ethics and presidential crypto profits. in my post that was one item on a list of things eating floor time

right result so far, wrong reason. no point for me on that one🤡

two days later the CFTC sent its own crypto rule to the White House. what got filed, as far as anyone can see:

🔸 stage: prerule, text sealed until the review ends
🔸 still ahead: two comment periods, two White House reviews
🔸 earliest binding rule: late 2027, per 24/7 Wall St.
🔸 spot for digital commodities: still needs Congress

my bet, and it's only a bet: this rule lands before any new CLARITY vote, and still not before late 2027

me: BNB and stables, no $BTC
not moving anything on this

$BTC is at 81,676, up 5.0% on the week. didn't wait for the Senate

when the text goes public i'll read all of it and post what's inside. follow for that one, somebody has to read a sealed rule the day it unseals)
#Clarity #CFTC

@Binance_Ukraine @Binance Wallet Hey guys, is this will be enough to claim alpha drop on new week? Also give me aswer whether the tradint competitions actual and profitable?
Also want to day, that i buying $BNB using DCA strategy, will i be a millioner???
#alpha #TGE_IDO #BinanceAlpa

I love CZ and Donald Trump, made world fuel great again💵💵💵

2029

That is when the euro that helped block Binance might first exist.

The pilot hasn't started either:
🔸 starts in the second half of 2027, runs 12 months
🔸 36 payment providers picked from more than 50 who applied
🔸 first issuance aimed at 2029, and only if the Regulation is adopted this year

The exchange that already exists got its EU users trimmed back on July 1. Some services suspended, no new registrations, withdrawals left open.

How we got here, per the WSJ. Lagarde asked Greece's prime minister to reject the licence. She had signalled it back in May. That reportedly overrode the finance minister.

The stated worry is dollar stablecoins pulling further ahead in Europe while the ECB's own coin is still a slide deck.

The file itself was clean enough. A 40-day assessment, no formal objections, and the Greek regulator's own AML officer recommending in favour.

Binance's side of it: the compliance story is wrong. More than 300 million dollars a year spent on it. 1500 people doing it. The sanctions and retaliation talk, categorically false.

Make of that what you like. What I keep rereading is the mechanism. Nobody in the file said no. A conversation did, years before the currency behind it exists.

That's the part worth holding onto if you ever file anything in Europe. You can pass every check and still lose it in a room you were never in.

$BNB sits at 753.19 as if none of it happened, because outside the EU none of it did)

Anyone here actually lost access on July 1?
#InjectiveLaunchesINJOnSolana

🔸 BoJ 1.25%, highest since April 1995

and the yen still slid to about 157 per dollar)

The vote, not the rate:
🔸 7-2 for the hike
🔸 against: Toichiro Asada and Ayano Sato
🔸 both appointed under Takaichi

Two of the prime minister's own picks voted no, and that is what the market traded.

Carol Kong at Commonwealth Bank put it straight: those dissents triggered a sell-off in the JPY.
Attrill at NAB: they couldn't even get a unanimous vote, and 160 is on his map now.

So the carry trade didn't die today. It got marginally safer to hold, which is the opposite of what the headline promises:
🔸 Japan 1.25%
🔸 the Fed 3.75-4%, unanimous 12-0 on 16 September
🔸 16 of 18 there expect another hike this year

The gap widens from the American side faster than Japan closes it.

$BTC at 77,540, up 1.4% on the day, is that same trade breathing out. I don't read that as strength, it's funding cost doing the work.

The BOJ says it hikes again if its outlook holds. Two of them already said not yet)

What's your read, does that gap close before year end?
#BOJHikesRatesTo31YearHigh

🔸 S&P Global buys the auditor

The company that audits the code S&P wants to rate. Signed today, price not disclosed, which usually means the number was big enough to be awkward)

What OpenZeppelin is, for anyone who knows the name only as an import line:
🔸 more than 37 trillion dollars has moved through their Contracts library
🔸 900+ security engagements
🔸 10,000+ vulnerabilities found before anything hit production

The library itself is fine:
open source, permanently
every released version stays up and nobody can withdraw it
Brener stays CEO, audits keep running
the whole thing just reports into S&P Global Ratings now

The conflict:
the group that wants to grade your contract risk now owns the shop that finds it. Le Pallec at S&P Ratings says the plan out loud, that OpenZeppelin complements their onchain risk assessment. No mystery about it.

Audits don't get worse overnight. The customer changed, though. An audit is something a protocol buys for itself and publishes. A grade gets sold to the institution on the other side, and that buyer wants one letter, not a list.

That's the direction for everything settling on $ETH rails: tokenized funds, stablecoins, treasury desks. Someone was always going to price smart contract risk. Turns out it's the credit guys, and they bought the toolmaker instead of building one.

Smart buy on their side, honestly. Just read the audit and the grade as two documents, because from today they share a parent.

Would you take an S&P grade over the audit itself?
#snp500 #S&P500

$ZEC is up 132% in a month and the vote everyone is citing changes the supply by zero coins.

The ballot, plainly:
🔸 block time 75 seconds to 25 seconds, backed by 99.9% of voting ZEC
🔸 halving schedule kept, 98.9%
🔸 issuance per block drops so daily emission stays the same
🔸 Network Sustainability Mechanism reissuance pushed to February 2031, 97% in favour

Three of those four are holders saying "leave the money rules alone". The single change is speed, and speed is a usability fix, not a scarcity event.

Good news. Just not the news being priced. A shielded payment that confirms in 25 seconds can sit behind a terminal. One that takes 75 cannot.

Turnout was about 2.4 million ZEC out of roughly 3.6 million eligible, so this is a real mandate rather than a handful of whales in a forum thread.

And there's still no activation date. Anything not implemented by 30 September drops out of the upgrade.

Watch what ships)

What are you actually holding $ZEC for, the privacy or the month it's having?
#ParadigmDisclosesZECHolding

Trump made America great again❤️❤️❤️

Hey, whats real chance to get into the top 100, should i try it or stay away, sir?

up to $5 million in Coinbase stock is a range. $1 million to $5 million, as of December 31, 2025

that's all the form gives. no share count, nothing on 2026

Hassett sat on Coinbase's advisory council until January 2025
the SEC dropped its Coinbase case in February 2025
Hassett told CNBC about staying out of crypto matters after checking with ethics officials

people want the form to say conflict or no conflict. it can't, it's a box with a range in it

i don't hold $COINB . just reading the paperwork)

#Coinbase

bank stablecoin, the fine print:
- 21 institutions, first half of 2027
- issuer can't pay yield, GENIUS Act
- launch depends on the entity getting formed
- yield idea from a DeFi chain CEO: take the dollar somewhere the issuer doesn't control

same CEO, next quote: "the loss generally sits with the depositor"

a bank dollar stops being a bank dollar the second you make it earn. contracts, oracles, liquidity, all on you

i'll keep mine boring. anyway)

#Stablecoins