Welcome to the 150th edition of Sharding Weekly!
2026/9/28 - 10/4
Some Highlights:
🔸Market expectations for an October rate hike fell to a new low of 17%
🔸SEC says more crypto regulatory proposals are coming
🔸US 30-year Treasury yield hits highest since 2002
🔸Senate Republicans introduce a crypto tax bill
🔸Congress considers expanding crypto rules to let banks and credit unions hold digital assets and issue stablecoins
🔸Trump to sign executive order renaming AI to “superintelligence.”
🔸Robinhood launches crypto and stock perpetual futures trading
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📰News
$BTC
•Strategy acquired 1,665 BTC
•Strive acquired 1,107 BTC
$ETH
•The Ethereum Foundation and the Open Anonymity Project launched zkAPI
$SOL
•
@Backpack’s tokenized BlackRock stock
$BLK is live on Solana via
@Sunrise
AI
•Trump announces the formation of the Super Intelligence Force (SIF)
•OpenAI introduces dots which are always-on GPT-6 Astra agents working across 4,000+ apps
•OpenAI says it has paused training of its latest AI models as reports of AI agents going rogue mount
•Anthropic is said to be targeting a mega-IPO before Thanksgiving
•Anthropic launched Claude Sonnet 5.5 running over 30% faster than Sonnet 5 at up to 30% lower cost
•Google launches Gemini 4 Argon
Others
•Citi teams up with Coinbase on stablecoin payments for institutions
•Coinbase receives CFTC approval to launch its own US crypto derivatives clearinghouse
•Coinbase teases mobile trading card packs backed by physical cards
•$OUSD went live backed by BlackRock and BNY reserves with 200+ institutional partners behind Open Standard
•Hyperliquid-based perpetuals exchange
@papertrade_xyz sets an October 10 launch date
•MetaMask reports a security incident with no immediate threat to wallets
•NEAR Intents vulnerability patched with full compensation planned and ops back within the hour
•SlowMist flagged a Safe module exploit on Aave v3 loops for roughly 114.09 ETH ($310K)
•
@blast is shutting down
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📖Good Reads
•
@docXBT - Keys to winning in a bull market
•
@DefiIgnas - Tokens looking to bid
•
@StarPlatinum_ - 12 Buyback Tokens You Should WATCH
•
@that1618guy - The Bundle That Makes the Market
•
@0xRickyW - What Happens When Stocks Become Programmable?
•
@blocmates - How To Trade Prediction Markets Like Memecoins
•
@Decentralisedco - Robinhood’s Wealth Effect
•
@PanteraCapital - The State of Tokenization
•
@robbiepetersen_ - Blockchains create net new markets
•
@domdosu - Why Crypto Options Have Never Taken Off
•
@Grayscale - Investing for the Compute Bottleneck
•
@0xSigil - Own your AI, don’t let it own you
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💰Crypto Fundraising
Blockchain
•
@worldnetwork - 49m OTC Purchase
Exchange
•
@perptools - 5m Seed
RWA
•
@ripcarsio - 475K OTC Purchase
Payments
•
@limitedgrouphq - 11.5m Extended Seed led by
@thirdprimevc
•
@jeeves_inc - 110m Series C led by
@coinfund
•
@walapay_io - 4.6m Seed led by
@genventurecap
DePIN
•
@grass -
$TBD investment from
@multicoin
Brokerage
•
@defi_raven -
$TBD Strategic
That’s all🥂
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Have a great day!
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