Jukic Admir

[Ж @The_Kitty_Kult]

ᚷᛗ

- Microsoft announced Magnetar, the first zkVM that is general-purpose (RV64), post-quantum, and built for recursion.
- Lido enabled direct ETH staking on Arbitrum, Base, Linea, and Optimism via Chainlink CCIP, eliminating the need for manual bridging.
- Ethereum + L2s settled $16.75T (77%) of all stablecoin transfer volume over the prior 90 days, confirming dominance in on-chain finance.

Bullish!

[Ж @The_Kitty_Kult]

ᚷᛗ

- zkSync has launched Airbender Prime, the first Ethereum prover to achieve real-time proving on a single GPU. It successfully proved 99% of 7,200 consecutive Ethereum mainnet blocks in under 10 seconds each.
- Base is launching Denim, its fourth hard fork, on Sepolia on October 21, featuring 200ms blocks.

Bullish!

[Ж @The_Kitty_Kult]

ᚷᛗ

- Strategy (Michael Saylor) bought another 250 BTC for ~$21.5M; holdings hit a record 848,250 BTC (>4% of supply).
- BitMine (Tom Lee) added 12,532 ETH, reaching ~6.03M ETH (~4.9% of supply, near 5% target).

Bullish!

[Ж @The_Kitty_Kult]

ᚷᛗ

- DRW and Marex completed the first OTC swap referencing a fully tokenized index on blockchain infrastructure (S&P’s tokenized iBoxx USD Liquid Investment Grade Index).
- Ethereum to Gnosis deposits now confirming in 12–24 seconds (vs. prior 13 minutes) via Ethereum’s Fast Confirmation Rule.
- Interactive Brokers (5.5 million client account, $964 billion in client equity) launched Ethereum staking, with compounding rewards paid in ETH.
- US spot Bitcoin ETFs saw $176M net inflows and Ethereum ETFs $25M yesterday.

Bullish!

[Ж @The_Kitty_Kult]

ᚷᛗ

- Bitget's hot wallet was hacked yesterday for $351 million via spoofed backend transfers (no private keys were stolen). North Korea is suspected; withdrawals are paused; a $464 million protection fund covers the losses.
- The Fed proposed new stablecoin rules under the GENIUS Act, covering reserves, capital standards, redemption, and disclosures for issuers.
- New York's AG sued Polymarket, alleging it operates an unlicensed gambling business.
- Ethereum leads the $46 billion tokenized RWA market with a 48.4% share ($22 billion). The Glamsterdam upgrade testnet fork is set for Sept. 28.
- ETFs bought $190 million of BTC and $66 million of ETH yesterday.

Nothing will stop this train!

[Ж @The_Kitty_Kult]

ᚷᛗ

- The U.S. Senate failed a cloture vote on the CLARITY Act, 49-50 (60 votes were needed to advance it).
- Democrats mainly objected over ethics rules around the Trump family's crypto holdings.
- A second vote is still possible, but it has not been announced.
- The SEC and CFTC are expected to announce a regulatory framework to support the crypto ecosystem.
- FED is expected to raise rates today.
- Yet, ETH is still above $2,400!

WAGMI!

[Ж @The_Kitty_Kult]

ᚷᛗ

- A group of seven Senate Democrats says it is "committed to working in a bipartisan fashion" to pass the CLARITY Act "before the end of the year."
- SEC Chairman Paul Atkins: "We will act decisively to deliver certainty for American investors and for the entrepreneurs shaping our technological future."
- ETH has been consolidating around $2,400 for about a month

Bullish!

[Ж @The_Kitty_Kult]

ᚷᛗ

- The SEC issued an order granting exemptive relief that allows Tokenized Securities Venues to trade tokenized NMS stock using permissioned automated market makers and liquidity pools.
- The CFTC is clearing the way for software developers to build tools that connect users to registered futures firms and exchanges without having to register as brokers.
- The House Financial Services Committee advanced a bill to codify a Strategic Bitcoin Reserve with a 20-year lockup on U.S. government BTC holdings.
- S&P Global agreed to acquire OpenZeppelin, whose contracts have secured $37T+ in onchain value.
- Ethereum's Glamsterdam upgrade cleared rehearsal and is set for a Sepolia public testnet on Oct. 6, targeting a 200M gas limit and ~79% fee cuts.
- Ethereum EIP-8411 tests cut 1 MiB payload propagation time from ~5 seconds to under 1 second, improving block propagation and scalability.
- ETH is back above $2,500 despite the Fed hike and the CLARITY Act setback.

Super bullish!

[Ж @The_Kitty_Kult]

ᚷᛗ

- The National Sheriffs' Association dropped its opposition to the CLARITY Act.
- ETFs bought another $141M of ETH yesterday, and $730M of BTC.

Bullish!

[Ж @The_Kitty_Kult]

ᚷᛗ Kultists, and happy new week!

- Last week, ETFs bought $813M of ETH
- ETH is still consolidating around $2,400-$2,500

This week will be big!

[Ж @The_Kitty_Kult]

ᚷᛗ

- Bitmine bought another 20,000 ETH ($49M) yesterday.
- ETFs bought $179M of ETH yesterday.
- ETH is chilling around $2,500.

Higher! 🐂

[Ж @The_Kitty_Kult]

ᚷᛗ and happy new week, Kultists!

ETH just closed a +31% weekly candle and is now chilling above $2,400.

Higher! 💹

[Ж @The_Kitty_Kult]

ᚷᛗ

- Yesterday, the SEC has proposed a new securities offering framework for contracts involving crypto assets.
- Today, the White House is holding a meeting on crypto with Trump, SEC Chairman Atkins, CFTC Chairman Selig, Coinbase, Ripple, Gemini, Nasdaq, NYSE, CME, DTCC, and many others.
- ZisK just released a post-quantum real-time Ethereum prover, running with only four 5090 GPUs, paving the way for Lean Ethereum.

Ultra bullish!

[Ж @The_Kitty_Kult]

ᚷᛗ

- $ETH and $KULT pumped 20% yesterday and keep pumping today!
- The White House, SEC, and CFTC are strongly pro-crypto.
- The CFTC is hosting a “Crypto’s Regulatory Evolution: From Uncertainty to Clarity” meeting today.
- The CLARITY Act is scheduled for a first Senate vote on September 15th.

Higher! 💹

[Ж @The_Kitty_Kult]

ᚷᛗ Kultists, and Happy New Week!

- A White House meeting on crypto and prediction markets is scheduled for Wednesday. Trump, SEC Chairman Atkins, and CFTC Chairman Selig are expected to attend, along with executives from across the crypto industry, including Coinbase, Polymarket, Ripple and Gemini, as well as major TradFi players such as Nasdaq, NYSE, CME and DTCC.
- Then, a CFTC Innovation Advisory Committee session on crypto is planned for Thursday.

This week is set to be bullish!

[Ж @The_Kitty_Kult]

ᚷᛗ

- The CLARITY Act vote has been postponed until September. The chance of it being adopted in 2026 is at an all-time low on Polymarket, at only 13%.
- Yet crypto isn't dumping. Even better, it's pumping!

Bullish!

[Ж @The_Kitty_Kult]

ᚷᛗ

- Ethereum just celebrated its 11th birthday.
- COLDCARD’s Bitcoin hardware wallets are affected by a critical security vulnerability. An attacker drained roughly 594 BTC ($38 million) from around 500 single-signature. Move your funds away.
- U.S. Treasury Secretary Scott Bessent urged the Senate to pass the CLARITY Act.
- The White House is reviewing an updated ethics proposal for the CLARITY Act. Only one week left before the August recess.
- During Q2 2026, Strategy increased BTC holdings by 11%, reduced convertible debt by 18%, and increased its USD reserve by 12%.
- Coinbase missed Q2 revenue estimates and posted a net loss as trading activity slowed.

🐈‍⬛🧙‍♂️

[Ж @The_Kitty_Kult]

ᚷᛗ

- ETH is pumping, attempting to reclaim $2,000
- A new CLARITY Act draft has been released, merging Banking & Agriculture Committees' versions, adding ethics provision
- A floor vote could take place next week
- After BitMEX, BitMart is shutting down (bottom signal?)

🐂

[Ж @The_Kitty_Kult]

ᚷᛗ

- Goldman Sachs CEO backs the CLARITY Act
- ETH ETFs seeing $26.3M positive inflows yesterday despite ETH price going down. 5-day streak.

Let's turn all the bears into bulls! 🐈‍⬛🧙‍♂️

[Ж @The_Kitty_Kult]

ᚷᛗ
I declare this new week to be a bullish one!