ICYMI: 🔥 BNB Chain completed the 37th quarterly BNB burn this week, removing 1.65M BNB worth about $1.2B and leaving the total supply at roughly 131.5M BNB, getting closer to its 100M target.
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LATEST: ⚡️ SpaceX reported Q3 revenue of $14.6 billion, up 161% YoY, and net income of $4.4 billion, led by its Super Intelligence segment.
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LATEST: 📊 Fidelity Digital Assets says perpetual preferred stocks have emerged as a new Bitcoin demand driver alongside ETFs, accumulating over 135,000 BTC with $12B in market share since their July 2025 debut.
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A revisit to our September 2026 Monthly Exchange Report 📊
Spot volume rose 30.7% in September, about 2.7 times the growth in derivatives, to its highest level since March.
Five more findings 👇
coinmarketcap.com/events/sep…
5/ Reserves
Tracked reserves at eight exchanges rose $18.33B to $240.2B, but higher prices account for $15.85B of that.
In coin terms, the eight added 21,203 BTC, all of it at Binance. Binance added 25,155 BTC; the other seven together held about 3,950 BTC less.
6/ Exchange tokens
All eleven exchange tokens and stocks in the report rose in September, by 15.01% on average.
Weighted by size, the group returned about 10.9%, the first month in five that size lagged.
LATEST: 🇺🇸 New White House AI czar Jay Clayton called AI “an amplifier and an accelerant,” telling CNBC development “has been exponential” and is expected to remain so.
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LATEST: 🤖 Nvidia CEO Jensen Huang says “every single company in the future” will have a physical factory and a digital twin, with most people working inside the digital twin.
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LATEST: 📊 Bitwise says a record 43.8M ETH, or ~36% of supply, was staked at the end of September, even as average annualized yields slipped to 2.63% from 2.81% in the prior quarter.
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LATEST: 📊 ARK Invest expects Tesla shares to hit ~$4,400 in 2031, with a bull case of ~$5,000 and a bear case of ~$3,300, driven largely by its robotaxi service.
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LATEST: ⚡️ Tether is investing in AI chip company Tenstorrent in a $1.5B Series E that values the firm at $6.2B, betting on open AI computing infrastructure.
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LATEST: 🇰🇷 Injective signed an MOU with South Korean custodian BDACS to make its KRW1 stablecoin the exclusive won settlement asset for tokenized RWAs on the network.
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LATEST: 📊 Michael Saylor says Strategy is “the 800-pound gorilla in the space,” warning Schwab Network that “anybody that’s trading against us is probably making a mistake.”
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🔵 Memes meet infrastructure.
Atlas is joining the Base Meme Summit alongside some of the hottest meme projects on @base!
Different builders. Different visions. One thriving ecosystem.
See you on October 22!
LATEST: 🤖 Nvidia CEO Jensen Huang says no AI will ever be “as smart as somebody who is very, very specialized” in the physical world.
“Artificial general intelligence will never replace domain expertise.”
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