Today’s news tips:
BlockTower founder: Coinbase covered up more than $1 billion in hacking losses
Binance Alpha has listed Doppler Finance (XDP), and the airdrop threshold is 230 points
Crypto corporate banking platform Limited completed US$18.5 million in seed round financing, with participation from DCG and others
Anthropic releases new AI model Claude Sonnet 5.5, focusing on faster speed and lower cost
AMD announces it will spend $8.2 billion to acquire World Labs, with Li Feifei as chief scientist
Blockchain.com reportedly plans to raise approximately US$500 million in IPO this year, with a target valuation of US$4 billion to US$6 billion.
Tom Lee: The crypto bull market has started at the end of June, institutions are still underweight and are expected to increase their holdings before the end of the year
GoPlus: Robinhood Chain explodes the Meme RUG factory again, with sales exceeding US$9 million
Citi partners with Coinbase to offer stablecoin payment services to institutional clients
Supervision & Macro
U.S. SEC updates token repurchase FAQ: repurchase arrangements without centralized entities may not constitute an investment contract
The U.S. SEC has updated its encryption frequently asked questions (FAQ) about token repurchases. The new regulations state that if there is no centralized entity behind the token repurchases, the arrangement likely does not constitute an investment contract. The move follows comments last week from a16z crypto general counsel and head of policy Miles Jennings, who said the previous wording could "enable the issuer to announce a buyback program without the announcement thereby constituting an investment contract."
Coinbase receives approval from the U.S. CFTC to register as a clearing agency Coinbase Clearing
Coinbase announced that it has received approval from the U.S. CFTC to register Coinbase Clearing LLC, the first clearing house to use USDC as its native margin. The approval enables Coinbase to complete the full-stack layout of CFTC-regulated derivatives infrastructure, including futures commission merchant Coinbase Financial Markets, designated contract market Coinbase Derivatives and derivatives clearing organization Coinbase Clearing. Coinbase Clearing supports USDC collateral and 24/7 settlement, enabling Coinbase to directly create and settle fully-collateralized contracts for the first time. Coinbase will continue to use existing partners to support some products, including margin derivatives business and the upcoming single-stock perpetual contract.
Project news
Kling AI Kling 4.0 has started internal testing and will be officially launched in October
Kling AI's new model Kling 4.0 has started internal testing and will be officially launched in October. Kling 4.0's large-scale dynamic and complex camera movements are more stable and smooth, the all-round reference has been greatly upgraded, a single native generation can last up to 30 seconds, the long shot and continuous narrative capabilities have been further improved, it supports up to 10 keyframe input, and supports 4K, 1080p 10-bit HDR high-standard output. In addition, Kling 4.0 Flash has been launched, which combines high cost performance and efficient generation speed, and is now open for experience.
Grayscale has submitted a ZCSH high-yield ETF application to the U.S. SEC
According to Cryptopolitan, Grayscale has submitted a ZCSH high-yield ETF application to the US SEC, which intends to generate income by selling call options on Zcash ETP.
Binance will launch 7 U-standard TradFi perpetual contracts today, covering Securitize, Nike, etc.
The Binance Futures platform will launch 7 U-based TradFi perpetual contracts starting from 17:00 on September 29, 2026 (East 8th District): Critical Metals Corp. (CRML), Breakwave Tanker Shipping ETF (BWET), Accenture (ACN), MP Materials (MP), Securitize (SECZ), UnitedHealth Group (UNH) and Nike (NKE) USDT perpetual contracts support up to 20 times leverage.
Manus has released version 2.0 and personal intelligent assistant for overseas markets, and is forming a team to develop products for the domestic market.
Manus released version 2.0 for overseas users and launched Cue, an intelligent assistant for personal life scenarios. Manus also said that a team is being formed to develop products for the domestic market, and cooperation with domestic model manufacturers and ecological partners is steadily advancing, and more progress will be disclosed in the future.
Slow Mist: Important Apple update or fix for zero-day vulnerability used to steal crypto wallets
23pds, chief information security officer of SlowMist Security, said in a statement that Apple released an important update, which is likely to fix the zero-day vulnerability used to steal encrypted wallets. Apple said it is aware of reports that the issue may have been exploited in extremely sophisticated attacks targeting specific individuals, affecting iOS versions prior to iOS 27.
Coinbase Teases Launch of Pokémon Card Packs Backed by Physical Collectibles
According to The Defiant report, Coinbase previewed a mobile trading card function on September 28: users can open a card package supported by a physical card on their mobile phone, and the drawn card can be deposited in a vault or mailed to their home. Coinbase has not announced a specific launch date, suggesting that Pokémon cards are part of it. The trailer does not specify which blockchain will be used and how card ownership will be recorded, but Coinbase associates it with the "Everything Exchange" strategy.
Binance Alpha has listed Doppler Finance (XDP), and the airdrop threshold is 230 points
Doppler Finance (XDP) is now listed on Binance Alpha. Users holding at least 230 Binance Alpha Points can apply for the token airdrop and claim 1,666 XDP tokens on the event page on a first-come, first-served basis. If the event is not over, the score threshold will be automatically reduced by 5 points every five minutes. Applying for the airdrop will consume 15 Binance Alpha Points, and users must confirm the application within 24 hours, otherwise it will be deemed to have been abandoned.
Pons is about to launch social trading features
Pons founder @MEADGod posted on the X platform that the social trading function will be launched soon. Community member @byTheGentleman added that this feature will target FOMO and may include real-time dynamics of on-chain buying and selling, wallet tracking and instant reminders, verified profit and loss records and trader rankings, and will be extended to Solana through Pump fun.
Anthropic releases new AI model Claude Sonnet 5.5, focusing on faster speed and lower cost
Anthropic released a new AI model, Claude Sonnet 5.5, positioned as a faster, lower-cost product that is better than its predecessor in programming, completing well-scoped tasks, and creating documents, slides, and spreadsheets. Less than a week after the launch of the more expensive Opus 5.5, Anthropic also said the Haiku 5.5, the cheapest version of the series, is coming soon. Sonnet 5.5's network security capabilities are significantly improved compared to the previous generation, and it is the first Sonnet model to be launched with similar backup protection and network security measures. Sonnet 5.5 is priced at $2 per million input tokens and $10 per million output tokens, which is half the price of Opus 5.5.
Jia Yueting’s FF robot business plans to be independently listed on Nasdaq with a valuation of US$200 million
Faraday Future (FF) announced that its robot business plans to be merged into Nasdaq-listed company AIxC (to be renamed FFR) and listed independently at a valuation of US$200 million; FFAI's strategy has been upgraded to a Robotaxi shared network + smart cabin technology operator and a Physical AI investment holding company. FF founder and global CEO Jia Yueting said that FFAI will merge its robotics business into AIxC and list it independently to release value in a more open and resilient way. AIxC signed a non-binding Term Sheet with FFAI, aiming to become the first pure-play member of the quad-core fully intelligent EAI robot ecosystem. Specific transaction arrangements are subject to the final agreement, approval by the special committee of the board of directors, and regulatory approval.
Ether.fi to sever final structural ties to EigenLayer this quarter
According to CoinDesk, Ether.fi will sever the final structural link between its pledged tokens and the re-staking protocol EigenLayer at the end of this quarter. Agreement documents show that as of August, less than 1% of assets were still in a re-hypothecation state, and EigenPod withdrawal certificates are expected to be removed before the end of the year. The CEO stated that the reason for withdrawing was risk, and there was no meaningful profit opportunity from pledging again. DefiLlama data shows that the TVL of the re-pledge sector was US$10.02 billion on September 8, which only generated about US$100,000 in fees the previous week; the TVL of liquidity staking was US$51.87 billion, generating US$27.35 million in fees, and the income from ordinary staking was approximately 53 times that of re-pledge.
Aave founder: Considering introducing AAVE token destruction mechanism in Aavenomics 3.0
Aave founder Stani Kulechov said that he is considering introducing an AAVE token destruction mechanism in Aavenomics 3.0. Aavenomics 3.0 is a new token economics upgrade program launched by Aave. It has previously promoted measures such as AAVE repurchase supported by protocol revenue.
World Foundation: World Assets completed OTC sales of US$49 million, with a 1-year lock-in period
The World Foundation issued a document revealing that World Assets, Ltd. has completed a series of OTC sales, totaling US$49 million, completed in the past month, and all sales are subject to a one-year lock-in period. Part of the sale has settled, with WLD remaining deliveries and settlement to be completed this week.
Investment and financing news
AI infrastructure company Helix Digital receives $1 billion investment from Samsung Group
According to Bloomberg, the US AI infrastructure company Helix Digital Infrastructure announced that it has received a US$1 billion investment from Samsung Group, with participation from Samsung Electronics, Samsung SDS, Samsung SDI and others. Helix was jointly established in June this year by KKR, Kuwait Investment Authority, NVIDIA and US power producer Vistra. It is run by former Amazon Cloud Technology CEO Adam Selipsky. Its business covers semiconductors, data centers, cloud computing and finance.
Crypto corporate banking platform Limited completed US$18.5 million in seed round financing, with participation from DCG and others
Crypto corporate banking platform Limited announced the completion of a US$18.5 million seed round of financing, led by Third Prime, North Island Ventures (NIV), The House Fund, and Collab+Currency, with participation from ParaFi Capital, Pharsalus Capital, DCG, 1982 Ventures, and Onigiri Capital. Limited is a global financial platform for multinational enterprises. It integrates local corporate accounts, Visa cards, payments, treasury and expense management, and encryption infrastructure. It supports local channels such as ACH, SEPA, Pix, and SWIFT and cryptoassets such as BTC, ETH, and USDC.
AMD announces it will spend $8.2 billion to acquire World Labs, with Li Feifei as chief scientist
AMD announced that it will acquire AI startup World Labs, co-founded and CEO by Li Feifei, in an all-stock transaction of approximately US$8.2 billion. After the transaction is completed, Li Feifei will join AMD as executive vice president and chief scientist, reporting directly to CEO Su Zifeng. The acquisition is expected to close by the end of 2026, pending regulatory approvals. World Labs was founded in 2024 and is headquartered in San Francisco. It focuses on spatial intelligence models. It completed US$1 billion in financing earlier this year. Its first product, Marble, is targeted at entertainment experience creation scenarios.
Blockchain.com reportedly plans to raise approximately US$500 million in IPO this year, with a target valuation of US$4 billion to US$6 billion.
According to Bloomberg, citing people familiar with the matter, Blockchain.com is telling potential investors that it hopes to go public within this year and plans to raise approximately US$500 million through an IPO with a target valuation of US$4 billion to US$6 billion. It will consider reducing the scale of financing if necessary. Discussions are ongoing and release details are subject to change. Blockchain.com secretly submitted an IPO application to the U.S. SEC earlier this year. People familiar with the matter said the company has been profitable for three consecutive years on an adjusted basis.
Opinion & Analysis
BlockTower founder: Coinbase covered up more than $1 billion in hacking losses
Ari Paul, founder of BlockTower Capital, posted on the X platform that Coinbase covered up hundreds of millions of dollars in hacker attack losses in the past and did not return customer funds. Paul said that Coinbase "lost" about $25 million in BlockTower funds a few years ago, but subsequent investigations led him to believe that this was intended to cover up repeated large-scale hacking incidents. Paul also said that tracking found that at least 12 companies were affected, and the total concealed losses exceeded $1 billion. He said there are currently multiple legal cases ongoing and he could not disclose further details.
Tom Lee: If U.S. bond yields begin to fall, it may lead to a rebound in the stock market and cryptocurrency
Tom Lee: The crypto bull market has started at the end of June, institutions are still underweight and are expected to increase their holdings before the end of the year
Ark Invest: AI makes vulnerabilities easier to discover and exploit, and Bitcoin and hardware wallets may be the first to bear the brunt
According to Ark Invest Tracker, Ark Invest stated that AI hacking attacks are affecting everything, and the risk goes far beyond Bitcoin, because AI makes software vulnerabilities easier to discover and exploit. Bitcoin and hardware wallets may be the first to be hit, but social media, tax and banking websites may also be at risk. ARK predicts that large hosting organizations will also be targeted, and AI may discover and exploit vulnerabilities at an unprecedented rate.
Apollo Chief Economist: AI Agents Could Cause a 'Slow-Motion Bank Run'
Torsten Slok, chief economist at Apollo, warned that as AI agents begin to automatically manage household funds, it could trigger a "slow-motion bank run" by moving low-interest checking deposits into high-yield accounts. The current average interest rate on demand deposits in the United States is only about 0.1%, while the annual interest rates on deposits on platforms such as Revolut, SoFi, Varo, LendingClub and Wealthfront can reach 3.3% to 5%. If AI agents are widely used by households to automatically optimize cash returns, banks could lose low-cost deposits used to issue loans and pose risks to the financial system. AI agents can monitor balances in real time, compare the rates of return of different institutions, and automatically transfer idle funds.
important data
A new address withdrew 11,600 ETH from the exchange in the past 5 hours and has now made a profit of US$552,000.
A new wallet withdrew 9,132 ETH from Binance in the past 3 hours, equivalent to approximately US$24.37 million.
A certain whale increased its holdings and collected approximately US$31.7 million in ZEC in the past week.
According to Onchain Lens monitoring, a giant whale has continued to increase its holdings and accumulate ZEC through multiple wallets in the past week. The main wallet received approximately 41,690 ZEC, transferred approximately 18,730 ZEC, and had a net holding of approximately 22,960 ZEC (approximately US$31.7 million). In the past three hours, another 4,200 ZEC (approximately $5.84 million) were transferred to the main wallet, and the accumulation of holdings continues.
SharpLink once again pledged 42,000 ETH and received a total of US$75 million in staking rewards.
According to Lookonchain monitoring, SharpLink Gaming once again pledged 42,074 ETH (USD 112.8 million) today. Currently, it holds a total of 892,127 ETH (USD 2.4 billion), and has received a total of 27,945 ETH (USD 75 million) as staking rewards.
A giant whale sold 25,000 ZEC and made over US$27 million in profit
An Ethereum OG whale has sold 2,000 ETH that he has held for 8 years, with a total profit of approximately US$8.8 million.
According to Lookonchain monitoring, an Ethereum OG whale bought 3,000 ETH for $18.8 eight years ago (worth about $56,500 at the time) and sold another 1,000 ETH (about $2.68 million) today. It has currently sold 2,000 ETH at an average price of 3,096 US dollars, totaling approximately 6.19 million US dollars, and still holds 1,000 ETH (approximately 2.67 million US dollars). The total profit was approximately US$8.8 million, with a return of approximately 156 times.
Strategy transferred 3,568 BTC in the past 9 hours, worth US$297 million
According to Lookonchain monitoring, Strategy transferred 3,568 BTC ($297 million) in the past 9 hours. Analyst Emmett Gallic said these were neither sales nor transfers, but normal fund flows within Fidelity custody. Fidelity treats all customers' Bitcoin deposits as fungible assets and will transfer funds as needed, and the address will appear as a Fidelity account in the Arkham system.
Anthropic IPO prospectus exposed, revenue in fiscal year 2025 reaching US$4.59 billion
A prospectus shows that Anthropic’s fiscal year 2025 revenue will be US$4.59 billion, a year-on-year increase of 1088%. However, after deducting the impact of liability impairment related to previous financing, the operating level will still lose more than US$8 billion. As of December 31, 2025, the total cash, cash equivalents and short-term investments held were US$20.28 billion. Anthropic reported a net loss of $42 billion in 2025 and plans to spend $518 billion in cloud services, computing and infrastructure spending over the next year. Nearly a quarter of revenue last year came from just two customers, and the company warned that many of its largest customers did not have long-term contracts and could cut or stop spending in the future.
An address that opened a QNT position seven years ago took a profit of 9,000 tokens, with a return rate of 884%.
According to monitoring by on-chain analyst Ai Ai, the address that opened a QNT position seven years ago has taken profit again after three years. Address 0x94e...C73Bb once withdrew 53,632.95 thousand QNT (USD 1.21 million) from major exchanges from May 2019 to November 2022, with a cost as low as US$22.57. 9,000 of them were deposited into Coinbase and Kraken (USD 1.998 million) 1 hour ago, with a recharge price of US$222.09 and a return rate of 884%.
GoPlus: Robinhood Chain explodes the Meme RUG factory again, with sales exceeding US$9 million
According to GoPlus monitoring, another high-risk fraudulent meme factory was discovered on Robinhood Chain, with more than $9 million in sales in the past 30 days, involving hundreds of fraudulent memes. As of September 28, the balance of the relevant asset collection address is approximately 56.06 ETH (approximately US$148,000). The latest 400 transactions have earned approximately 1728.02 ETH, transferred out approximately 1861.12 ETH, and the two-way flow has been approximately 3589.14 ETH (approximately US$9.49 million). Fraudulent patterns include creating tokens based on industry hot spots, allocating new EOAs with low transaction volume, selling in segments, emptying ETH collections, and providing funds for the next round of projects. Previously, Wazz disclosed that a group on the Robinhood chain issued coins and cashed out US$18.43 million 53 times. The fraud patterns in the two cases were similar, but there was no evidence that they were the same group.
A smart money address is suspected of clearing 10.26 million Niu Lai, or making a profit of US$885,000
According to monitoring by on-chain analyst Ai Ai, smart money with a floating profit of nearly 1 million US dollars in Niulai’s single currency is suspected of liquidating its positions. Address 0x248...A6990 bought 10.26 million Niulai for US$0.02892 on August 17. After holding the position for 44 days, he deposited all the tokens into Binance (US$1.181 million) an hour ago. If sold, the profit would exceed US$885,000. This part once had a floating profit of US$1.365 million.