BTC traded at $83,982, down 0.70% over 24 hours, while ETH stood at $2,681.12, down 0.86%. Gold was at $4,320.50 and silver at $64.710; the S&P 500 and Nasdaq 100 rose 0.51% and 0.42%, respectively, while WTI and Brent fell 2.29% and 2.09%.
1. Morgan Stanley adds 42.9 BTC, holdings reach 9,261
Per Arkham data, Morgan Stanley added 42.979 BTC worth about $3.6 million today via its spot Bitcoin ETF MSBT. Its total Bitcoin holdings now stand at 9,261 BTC, worth about $779 million.
Assets to watch: BTC
2. CFTC accepts tokenized assets for customer-fund compliance
The U.S. CFTC updated its crypto-asset FAQ, clarifying that registered derivatives firms may hold tokenized money-market fund shares and other eligible customer-fund investments as traditional assets. CFTC staff also said they do not object to using blockchain and other distributed-ledger technology for recordkeeping to satisfy federal requirements.
3. OpenAI resets Codex and ChatGPT limits for paid users
OpenAI Codex product lead Tibo said usage limits for paid Codex and ChatGPT users have been fully reset after a brief outage, and the services are back online. The team reset limits for all paid users and enabled a backup Codex for emergency support during main-service failures.
Assets to watch: OPENAI
4. Solana Alpenglow hits testnets, targets 150ms finality
Solana's Alpenglow consensus upgrade completed switching on Testnet and Devnet on Sept. 24 and 25, letting teams test compatibility before mainnet launch. It aims to cut finality from about 12.8 seconds to about 150 milliseconds by having validators exchange votes directly instead of writing them as transactions; the 150ms figure is a simulation target not yet verified on mainnet.
Assets to watch: SOL
5. Ethena ends USDe token incentives and new inflation
Ethena said token incentives tied to USDe growth have fallen about 85% since 2024 following its initial airdrop. From the end of this month it will fully remove USDe-related token incentives and new inflation, and will no longer subsidize expansion with extra tokens.
Assets to watch: ENA
6. Backpack plans to bring ~10,000 stocks on-chain to Solana
Backpack CEO Armani Ferrante said the team plans to expand from roughly 200 on-chain stocks now listed to about 10,000, aiming to bring the entire stock market to Solana. Via a single API, real stocks would move between traditional brokerage accounts and DeFi, with each on-chain token corresponding to one real share in legal and economic terms.
Assets to watch: SOL
7. LayerZero ends off-chain support for 13 chains Sept. 30
LayerZero said it will continue phasing out off-chain service support for certain networks due to low activity, with DVN and Executor services no longer covering them. From Sept. 30, 13 chains including Taiko, opBNB, Aurora and Gnosis will be affected, and Stargate Hydra will drop support for some networks.
Assets to watch: ZRO
8. Sui lending protocol AlphaFi winds down, bad debt covered
Sui DeFi protocol AlphaFi announced an orderly shutdown, entering maintenance mode with withdrawals open but no new deposits or borrowing. Some ALPHA-collateralized positions were under-collateralized, creating bad debt that has been fully covered after joint handling by the Sui Foundation security team and the project, leaving the protocol solvent.
Assets to watch: SUI
9. 81% of BTC supply hasn't moved in over six months
According to Bitcoin financial services firm River, 81% of the circulating Bitcoin supply has now gone more than six months without moving, with holders showing further reluctance to sell. The figure is seen as a strong long-term HODL signal, indicating most circulating supply is sitting idle.
Assets to watch: BTC
Market snapshot
BTC: $83,982 (24h -0.70%) | ETH: $2,681.12 (24h -0.86%)
Gold: $4,320.50 (+0.52%) | Silver: $64.710 (+1.11%)
WTI: $92.44 (-2.29%) | Brent: $104.37 (-2.09%)
S&P 500: 7,743.41 (+0.51%) | Nasdaq 100: 30,608.13 (+0.42%)
1. Morgan Stanley adds 42.9 BTC, holdings reach 9,261
Per Arkham data, Morgan Stanley added 42.979 BTC worth about $3.6 million today via its spot Bitcoin ETF MSBT. Its total Bitcoin holdings now stand at 9,261 BTC, worth about $779 million.
Assets to watch: BTC
2. CFTC accepts tokenized assets for customer-fund compliance
The U.S. CFTC updated its crypto-asset FAQ, clarifying that registered derivatives firms may hold tokenized money-market fund shares and other eligible customer-fund investments as traditional assets. CFTC staff also said they do not object to using blockchain and other distributed-ledger technology for recordkeeping to satisfy federal requirements.
3. OpenAI resets Codex and ChatGPT limits for paid users
OpenAI Codex product lead Tibo said usage limits for paid Codex and ChatGPT users have been fully reset after a brief outage, and the services are back online. The team reset limits for all paid users and enabled a backup Codex for emergency support during main-service failures.
Assets to watch: OPENAI
4. Solana Alpenglow hits testnets, targets 150ms finality
Solana's Alpenglow consensus upgrade completed switching on Testnet and Devnet on Sept. 24 and 25, letting teams test compatibility before mainnet launch. It aims to cut finality from about 12.8 seconds to about 150 milliseconds by having validators exchange votes directly instead of writing them as transactions; the 150ms figure is a simulation target not yet verified on mainnet.
Assets to watch: SOL
5. Ethena ends USDe token incentives and new inflation
Ethena said token incentives tied to USDe growth have fallen about 85% since 2024 following its initial airdrop. From the end of this month it will fully remove USDe-related token incentives and new inflation, and will no longer subsidize expansion with extra tokens.
Assets to watch: ENA
6. Backpack plans to bring ~10,000 stocks on-chain to Solana
Backpack CEO Armani Ferrante said the team plans to expand from roughly 200 on-chain stocks now listed to about 10,000, aiming to bring the entire stock market to Solana. Via a single API, real stocks would move between traditional brokerage accounts and DeFi, with each on-chain token corresponding to one real share in legal and economic terms.
Assets to watch: SOL
7. LayerZero ends off-chain support for 13 chains Sept. 30
LayerZero said it will continue phasing out off-chain service support for certain networks due to low activity, with DVN and Executor services no longer covering them. From Sept. 30, 13 chains including Taiko, opBNB, Aurora and Gnosis will be affected, and Stargate Hydra will drop support for some networks.
Assets to watch: ZRO
8. Sui lending protocol AlphaFi winds down, bad debt covered
Sui DeFi protocol AlphaFi announced an orderly shutdown, entering maintenance mode with withdrawals open but no new deposits or borrowing. Some ALPHA-collateralized positions were under-collateralized, creating bad debt that has been fully covered after joint handling by the Sui Foundation security team and the project, leaving the protocol solvent.
Assets to watch: SUI
9. 81% of BTC supply hasn't moved in over six months
According to Bitcoin financial services firm River, 81% of the circulating Bitcoin supply has now gone more than six months without moving, with holders showing further reluctance to sell. The figure is seen as a strong long-term HODL signal, indicating most circulating supply is sitting idle.
Assets to watch: BTC
Market snapshot
BTC: $83,982 (24h -0.70%) | ETH: $2,681.12 (24h -0.86%)
Gold: $4,320.50 (+0.52%) | Silver: $64.710 (+1.11%)
WTI: $92.44 (-2.29%) | Brent: $104.37 (-2.09%)
S&P 500: 7,743.41 (+0.51%) | Nasdaq 100: 30,608.13 (+0.42%)