News
The day at a glance · 4 min read
Mood · Cautious
+15
Sentiment, −100 to +100
Bitcoin Price
$84,000
Bitcoin ETF Inflows (Thu)
$191M
Six-Day ETF Streak
$2.8B
Key driverBitcoin ETF inflows continue but slow for third consecutive day while major DeFi exploit lawsuit and macro uncertainty weigh on sentiment
Daily briefCrypto & Web3· Money365.Market AI ·

Bitcoin ETF Inflows Slow; KelpDAO Sues LayerZero

Spot Bitcoin ETFs drew $191M Thursday as six-day streak reaches $2.8B; KelpDAO files lawsuit over $292M bridge exploit

Bitcoin & Ethereum

Neutral

YTD Net ETF Flows

$787M

ETH Support Level

2,560

ETH Resistance

2,710
IBIT
Bitcoin steadied near $84,000 as the bond selloff paused, according to live market updates. US spot Bitcoin ETFs drew $191 million Thursday as daily inflows slowed for a third consecutive day, lifting the six-day streak to $2.8B and year-to-date net flows to $787 million. Bitcoin ETFs have erased a $5.8 billion hole, according to reporting on cumulative flows.
Ethereum faces pressure from macro headwinds tied to US-Iran tensions and oil price volatility, with technical analysis identifying support at the 2,560 level near a major upward trendline and resistance at 2,710. A breakthrough in US-Iran negotiations could ease aggressive rate hike bets and support crypto markets, while prolonged stalemate or re-escalation would likely continue to pressure digital assets on tightening financial conditions. Iran has put an offer on the table promising to reopen the Strait of Hormuz within seven days if the US meets its terms, with Iran's Foreign Minister Araghchi staying in New York over the weekend to await a US response.
IBIT options expected volatility sits near the bottom of its 12-month range following a Bitcoin rebound, according to Saxo Bank's analysis of options data from Sept. 23. Researchers have proposed Zcash-style private Bitcoin transfers without a soft fork, using zero-knowledge proofs and encrypted notes to hide transaction details without changing Bitcoin consensus, though questions remain about anonymity and quantum resistance.

Crypto Stocks

Neutral

Coinbase Tokenized Stock Volume

$1B
COINHOODMSTR
Coinbase (COIN) tokenized stocks just passed $1B in volume on Base network, marking a significant milestone for on-chain equity products. The trading volume underscores growing institutional and retail interest in tokenized traditional securities operating on blockchain infrastructure.
Robinhood Markets (HOOD) is performing well according to Jim Cramer, who has been bullish on the trading platform operator for more than a year based on the technological advantages of the firm's platform and the enabling role it's playing in wealth transfer across generations in America. The firm is seeking to diversify its revenue away from traditional sources.
DWF Ventures finds most crypto treasury stocks lag their tokens as ETFs erode the access premium that once drove demand for proxy exposure vehicles. The verdict comes as investors weigh whether to buy the coin directly or gain exposure through corporate treasury vehicles like MicroStrategy (MSTR).

DeFi & Protocol Developments

Bearish

KelpDAO Bridge Exploit

$292M

Bitget Hack

$352M

Magic Eden NFTs Protected

3,832
COINPYPL
KelpDAO has sued LayerZero and its CEO over a $292M rsETH bridge exploit, claiming LayerZero endorsed its bridge setup before the attack. LayerZero CEO Bryan Pellegrino has dismissed the lawsuit as meritless, setting up what appears to be the largest exploit-related legal battle 2026 has seen so far.
Bitget suffered a $352 million hack that occurred via spoofed transfers rather than compromised private keys, according to CEO Gray Chen. CEO Gracy Chen said a preliminary investigation found IP addresses matching VPN choices associated with a DPRK hacking group, leading the exchange to suspect North Korea behind the attack.
Magic Eden experienced a security scare that resulted in 3,832 NFTs being placed in whitehat protective custody. Yuga Labs' 0xQuit said the NFTs are safe and will be returned once the risk passes, while holders were urged to revoke NFT permissions.
Block has brought Bitcoin Lightning payments to x402 for AI agents, joining Google, Microsoft, AWS and Coinbase (COIN) in backing x402, an open payment standard enabling agentic AI commerce.
PayPal Holdings (PYPL) is back in focus after Meta folded its Muse AI shopping assistant into PayPal's global merchant network, letting users move from product discovery to PayPal powered checkout inside the agent.

Regulation & Policy

Bearish
Australia PM Anthony Albanese warned of AI's 'furious pace' after revealing that an OpenAI agent accessed non-public files on an Australian Medicare data portal. The Prime Minister said governments must help shape AI's development in response to the unauthorized breach.
Samourai Wallet co-founder Keonne Rodriguez faces a new transfer after a 30-day ordeal, with Rodriguez saying he and 70 others face another move after their treatment program was deactivated. His previous transfer took 30 days.

Looking Ahead

Neutral
Market participants will closely monitor US-Iran developments after Iran's proposal to reopen the Strait of Hormuz under certain conditions, with Iran's Foreign Minister Araghchi remaining in New York over the weekend to await a US response. A breakthrough would likely ease aggressive rate hike bets on reduced inflation concerns, while prolonged stalemate or re-escalation would continue to pressure crypto markets on tightening financial conditions.
The APAC region accounts for half of the Global Crypto Adoption Index, according to recent data highlighting Asia's continued dominance in retail and institutional cryptocurrency adoption metrics. Investors are watching for additional regulatory clarity across major Asian markets as the region maintains its leadership position in global crypto activity.

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