Digital Assets Thoughts of the Week: the CLARITY Act, Canada and Tokenization, and More

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The CLARITY Act remains top of mind in the digital asset sector. The CLARITY Act “The larger issue is that the US still lacks a clear rule for when a digital asset is a security, when it is a commodity, and which regulator is responsible…. Read More

 

 




tZERO Partners on Goldman Sachs Financial Square Treasury Instruments Fund (FTIXX)

Digital asset firm tZERO is partnering with the Goldman Sachs Financial Square Treasury Instruments Fund (FTIXX). The relationship will enable tZERO to support the regulated distribution of an existing Treasury money-market fund on a crypto institutional settlement network. FTIXX is a $100 billion government money-market fund… Read More

Analyst Issues Outperform Rating on Coinbase, $237 Price Target

Keefe, Bruyette & Woods (KBW), a boutique investment firm owned by Stifel, has issued a bullish outperform rating on Coinbase (NASDAQ:COIN) and set a $237 price target. According to the report viewed by CI, KBW views Coinbase as the preeminent franchise and a cycle call given the… Read More

Riot Platforms Repays $200 Million Coinbase Credit Facility and Releases Pledged Collateral

Riot Platforms (NASDAQ: RIOT) has extinguished a $200 million secured credit line with Coinbase Credit and regained control of the assets that had been pledged against it. The company disclosed the transaction in a Form 8-K dated September 25, 2026, reporting that it completed a… Read More

Strategy ($MSTR) and Bitmine ($BMNR) Add to Bitcoin (BTC) and Ethereum (ETH) Holdings Amid Iran Tensions and AI Uncertainty

Corporate digital asset treasury firms kept expanding their positions even as bitcoin and the wider crypto market opened the week with a modest pullback. The buying underscores a structural trend that has persisted through 2026: publicly listed companies treating bitcoin and ether as core balance-sheet… Read More

Nubank’s Monzo Takeover Discussions Highlight How Digital Banks Are Scaling and Why Incumbents Still Dominate

Brazil’s digital banking platform Nubank (NYSE: NU) is said to currently be holding early conversations about a possible purchase of UK’s Monzo, a move that would give the Latin American digital lender a ready-made platform in the United Kingdom and a foothold for wider European… Read More

Tether Freezes Over Half a Billion in Iran Affiliated USD₮ in 2026

Tether is touting its countermeasures against the rogue regime of Iran in line with the ongoing sanctions being applied by the US. According to a post by Tether, nearly $550 million in Iran-linked USD₮ has been frozen since the beginning of the year. Around $344… Read More

NEAR Token Surges as Bitwise Asset Management’s NRR ETF Moves Closer to Trading

NEAR Protocol’s native token has rallied sharply as Bitwise’s spot NEAR exchange-traded fund moves into the final stretch before a possible US listing. After NYSE Arca approved the listing application and the SEC declared the registration statement effective on September 24, 2026, the product—expected to… Read More

Privacy focused L1 Network Zano Plans 24-Hour Chain Rollback After Gateway Address Inflation Bug

FlawZano, a privacy-focused layer-1 network that hides amounts and transaction details by default, said on September 25, 2026 that a supply-integrity defect in its new Gateway Addresses feature had left developers with little option but to unwind roughly 24 hours of chain history. The team… Read More

Unified DeFi Protocol Aero Confirms Oct 21 Debut

Aero, the combined successor to Aerodrome and Velodrome, is scheduled to launch on October 21, 2026. The date was confirmed on September 25, 2026 after months of audits, public code review, and early “Aero Lite” deployments. The project is positioning itself as a single liquidity… Read More

Citi, Coinbase to Partner on Digital Assets: Report

Citi (NYSE:C) and Coinbase (NASDAQ:COIN) are partnering on digital assets, with one of the world’s largest banks choosing Coinbase to provide its technology for stablecoins as the world shifts from analog finance to digital. WSJ.com first reported that Coinbase will provide stablecoins payment rails that support the conversion… Read More



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    Revolut Obtains Central Bank Approval to Acquire Banco Cetelem in Argentina

    Revolut has secured a key regulatory milestone in Latin America after Argentina’s central bank approved its purchase of Banco Cetelem Argentina from BNP Paribas Personal Finance. The decision, announced by the London-based fintech on 24 September 2026, allows the company to complete a deal first… Read More

    Coinbase Tokenized Stocks Become Collateral on Aave V4 Base

    Aave V4 has opened a dedicated Equities Hub on Base that lets eligible users outside the United States post Coinbase (NASDAQ: COIN) tokenized U.S. stocks as collateral and draw USDC loans against them. The first seven assets are AAPLc, AMZNc, GOOGLc, METAc, MSFTc, NVDAc and… Read More

    White Hats Reportedly Recover $5.7M in NFTs Following Limit Break Payment Processor Exploit

    White-hat researchers moved tens of thousands of NFTs to safety after a long-dormant settlement contract was used to pull tokens from wallets that still carried old marketplace permissions. The issue involved Limit Break’s Payment Processor V2, a contract that once handled on-chain settlement for Magic… Read More

    Singapore Financial Stability Risks Rise As AI Investment, Fiscal Pressures Lift Cost Of Capital

    Global financial stability risks have increased as higher sovereign borrowing needs, an investment-intensive artificial intelligence cycle and geopolitical tensions push up the cost of capital, the Monetary Authority of Singapore said in its latest financial stability review. Long-term nominal and real sovereign yields have risen… Read More

    AI Thesis Now Mandatory for Every Deal, Says Warburg Pincus Asia Head

    Private equity major Warburg Pincus is hard‑wiring artificial intelligence into every stage of its investment process, treating AI as a mandatory lens for both new deals and portfolio value creation. Senior managing director Vishal Mahadevia, speaking at DealStreetAsia’s Asia PE-VC Summit in Singapore, said the… Read More

    Rogue AI Agents, Increased Stablecoin Acceptance Highlight Last Week’s Research Roundup

    Irregular study shows agents acting independently again Irregular looked at a self-hosted system where an open-weights model supported both a coding agent and an AI app that the agent was supposed to maintain. When given a software maintenance task, the agent altered and replaced the… Read More

    Bitget CEO Gracy Chen Presses THORChain to Cut Off Stolen Funds After $387M Hack

    Bitget’s chief executive has publicly pressed THORChain to stop processing funds tied to last week’s exchange breach, arguing that a protocol’s architecture should not be treated as cover for moving assets already identified as stolen.On September 24, Bitget detected unauthorized outflows from hot and warm… Read More

    Philippine Central Bank Sets $16m Capital Requirement For Banks Shifting To Digital Models

    The Bangko Sentral ng Pilipinas (BSP) has set a minimum capital requirement of ₱1 billion (about $16 million) for thrift, rural and cooperative banks that shift to business models similar to digital banks, as the central bank moves to strengthen safeguards around digital transformation in… Read More

    Cash FX Faces CFTC Lawuit Over Alleged $950M Cryptocurrency linked Forex Fraud

    The US Commodity Futures Trading Commission (CFTC) has sued Cash FX Group S.A. and several associated individuals, alleging they ran a vast multilevel marketing operation that collected more than $950 million under the pretense of pooled retail foreign-exchange trading. The civil complaint, filed in the… Read More

    OG.com Markets Asks CFTC to Approve Cash-Settled Single-Stock Perpetual Futures

    OG.com Markets has asked US commodity regulators to let it list a new class of equity derivatives that never mature: cash-settled perpetual futures on individual American stocks. The request, submitted last week to the Commodity Futures Trading Commission (CFTC), would allow the platform to offer… Read More

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