
Pump.fun's fee wallet keeps funneling accumulated SOL fees to centralized exchanges like Kraken, with total sales now at 5,236,623 SOL worth roughly $848 million at an average price of $162. In just the past two hours, about 47,994 SOL (~$5.83 million) was sold, with the largest single transfer hitting 18,608 SOL. The article notes this pattern of periodic transfers every few weeks points to systematic treasury management rather than a one-off liquidation. Despite the persistent sell pressure, SOL has climbed from around $75 in early August to over $123, suggesting buy-side demand has fully absorbed the selling.
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Eight crypto and blockchain companies disclosed over $104.2 million in funding this week. HIFI closed a $37 million Series A led by Left Lane Capital to expand its stablecoin settlement platform, card issuance, and tokenized capital markets business. Forward Industries raised $25 million in a registered direct offering to grow its SOL treasury, Atum launched with $13.5 million from investors including Variant and PayPal Ventures, and MeshWallet completed a $10 million private round. Stablecoin payment infrastructure dominated this week's largest deals.
2026-09-26

Oaktree co-founder Howard Marks warns in a memo that runaway US fiscal discipline is the root cause of rising long-term bond yields. He criticizes expanded long-bond buybacks as a superficial fix, likening them to putting an ice pack on a feverish patient. Marks points to three structural pressures: a fiscal deficit around 6% of GDP, sticky inflation, and massive capital demand from AI infrastructure buildout. The real solution, he argues, is greater fiscal responsibility and slower spending growth—not market manipulation. On asset allocation, he doesn't oppose modest diversification away from dollar assets but warns that timing a large-scale shift is difficult, and America's overall advantages remain compelling.
2026-09-24

Australia's Treasury released its seventh Intergenerational Report, projecting the economy through 2065-66. AI is named as one of five major long-term transformations, while crypto is absent from the report's core agenda. The report focuses on AI automation, shifting skill demands, and the rise of agentic AI systems. Separately, the government's financial innovation strategy links AI agents to real-time, interoperable, programmable payment infrastructure, with the DFCRC estimating that full adoption of digital finance could add A$24 billion to Australia's economy each year.
2026-09-22

Evernorth, an XRP treasury company, has secured $30 million in convertible note financing from South Korean investment firm NH Investment & Securities. The funds will be used to purchase spot XRP on the open market and expand its XRP reserves. The financing also supports Evernorth's ongoing SPAC merger and its long-term goal of listing on Nasdaq under the ticker XRPN, which would give traditional investors exposure to an XRP-focused corporate treasury strategy.
2026-09-18

WisdomTree and MoonPay announced a partnership on September 17 to give eligible U.S. investors a new way to access the WTGXX tokenized Treasury money market fund through MoonPay's network. MoonPay also plans to use the fund for its stablecoin reserve management. WTGXX invests only in cash, short-term Treasuries, Treasury repos, and registered government money market funds. MoonPay's network spans over 35 million accounts and more than 1,700 partner businesses. No specific stablecoin, allocation amount, or launch date has been disclosed, and WisdomTree stressed that MoonPay will not act as a broker or investment adviser.
2026-09-18

Velocity has closed a $48 million Series A, including a $10 million extension with participation from Visa Ventures, Circle Ventures, Ripple, Haun Ventures, Translink Capital, and Mirana Ventures. The London-based company, now valued at $200 million post-money, builds stablecoin payment and treasury infrastructure that embeds stablecoin settlement into existing banking, custody, liquidity, and compliance systems rather than requiring businesses to build separate crypto stacks. A $38 million Series A led by Dragonfly and FirstMark was previously disclosed in July.
2026-09-15

After August CPI came in at 0.4% month-over-month with annual inflation holding at 3.4% and core CPI falling to a five-year low of 2.4%, Goldman Sachs revised its Fed forecast to a 25bp hike at the September 15-16 meeting. Rate futures now price an 87% chance of a September hike and a 97% chance of at least one increase by year-end. The article notes that rate hikes typically tighten financial conditions, potentially pressuring risk assets like Bitcoin.
2026-09-13

XRP is coiling in a descending triangle on the hourly chart, with price compressed between $1.34 and $1.36 near the apex. A breakout above $1.38 and a hold over $1.40 could open the door to $1.60, roughly a 20% gain. Meanwhile, the Senate's September 15 procedural vote on the CLARITY Act, which would classify XRP as a CFTC-regulated digital commodity, faces just a 16% to 24% chance of passing this year on prediction markets. Hot PPI data and the Fed's September 16 meeting are also weighing on liquidity.
2026-09-13

Dogecoin co-founder Billy Markus (Shibetoshi Nakamoto) jokingly suggested the U.S. government buy $1.2 trillion worth of Dogecoin and distribute it to every American, instead of sending each adult a $5,000 stimulus check. The article notes that Dogecoin's market cap is only about $13.24 billion with a total supply of 155.88 billion coins, making the idea unrealistic. Markus may have been highlighting Dogecoin's fixed annual issuance of 5 billion coins and its declining inflation rate, while echoing economists' warnings that direct cash payments could fuel inflation.
2026-09-12