WEEKLY BRIEF Sep 20–Sep 27, 2026

Headlines
• Bitget CEO confirms theft of $387.5M; user funds claimed to be safe
• Strategy purchases $80.5M of BTC and $174M of STRC stock
• Binance invests $100M in Circle equity
• Ondo and BlackRock partner for tokenized “intelligent portfolios”
• NYSE and Blockchain.com explore selling crypto versions of US-listed stocks
• iPhone Security PSA: Update required to fix Safari exploit stealing private keys
• DTCC to launch tokenization service for $114T in assets in Q4 2026
• CME Group to expand derivatives with Bitcoin Cash and Uniswap futures
• Ark and Securitize to tokenize venture fund holding OpenAI and Anthropic stakes
• Ethena eliminates USDe incentives to end inflation program this month

Weekly ETF Flows
• BTC: +$2385.8M net inflows
• ETH: +$689.8M net inflows
• SOL: +$188.1M net inflows
• HYP: +$9.3M net inflows

Exchange Listings
• Bybit: $PONS (spot)
• Binance: $HYPE (spot)
• Hyperliquid: $OURA (HIP-3)
• Variational: Taiwan Index (TWIS) swap
• Coinbase: OURA IPO

Regulatory
• New York sues Polymarket for running an illegal gambling operation
• Federal Reserve requests public comment on stablecoin regulatory framework
• US Appeals Court rules against Kalshi; states can regulate event contracts
• California Governor signs law banning state officials from issuing meme coins
• US weighs initiative to promote dollar-backed stablecoins abroad
• KelpDAO sues LayerZero over major 2026 exploit
• Luno and partners explore Ringgit stablecoin for tokenized settlement

Market Flows
• Strategy increases total holdings to 846,000 BTC
• Hyperliquid open interest hits all-time high of $18B
• Variational sets $VAR TGE for Q4 2026 with 32% genesis airdrop
• Ethena partners with Binance to extend basis trades into equity perpetuals
• Researcher uncovers $18.4M rug-pull across 53 Robinhood Chain launches
• Saudi Arabia restarts East-West oil pipeline
• Binance Wallet adds USDe to hold-to-earn at 4.75% APY
• Kalshi rebuts wash-trading claims, citing liquidity incentives