š Macro & Regulation
ā¢ Gold surges as global bond selloff pushes long-term yields higher. Japanās 30Y yield jumps +8.5bps to 3.285%, a historic high. U.S. 30Y nears 5%, raising equity valuation concerns.
ā¢ U.S. JOLTS job openings fall to lowest since September 2024, 3-month average at 7.4M. Recession risks rise; market now prices in 98% chance of 25bps Fed rate cut in September.
ā¢ Federal Reserve to host āPayments Innovationā conference next month covering stablecoins, tokenization, and AI.
ā¢ Ray Dalio warns U.S. dollarās reserve status is under threat, favoring gold and crypto as alternatives.
ā¢ FATF Chair calls on countries to mandate public disclosure of shell company owners to fight crypto-linked cross-border money laundering.
ā¢ UBS forecasts S&P 500 to reach 6,800 by mid-2026.
ā¢ Polymarket receives CFTC approval to re-enter the U.S. prediction markets space.
ā¢ $MSTR could be added to the S&P 500 as early as this Friday.
š Corporate Treasuries
ā¢ Treasury B.V. raises ā¬126M (~$147M) led by Winklevoss/Nakamoto, aiming to build Europeās largest BTC treasury.
ā¢ Etherealize secures $40M to push ETH adoption on Wall Street.
ā¢ American Bitcoin Corp (ABTC), linked to the Trump family, lists on Nasdaq with wild IPO swings and 5 trading halts.
ā¢ Pineapple Financial ($PAPL) launches $100M digital asset treasury focused on INJ accumulation.
ā¢ Gemini to go public on Nasdaq under ticker GEMI on Sept 12, targeting $2.22B valuation.
ā¢ AlphaTON Capital to purchase $100M in TON to support Telegram-native app development.
ā¢ SUI Group Holdings (Nasdaq-listed) boosts treasury to $344M, holding 101.8M SUI tokens.
ā¢ Digital Asset Treasury (DAT) investments surpass $15B YTD, overtaking traditional VC.
š Projects & Protocols
ā¢ $ARB DAO launches first DeFi incentives season, distributing 24M ARB.
ā¢ $ONDO unveils 100+ tokenized U.S. stocks & ETFs on Ethereum, expanding soon to BNB Chain and Solana.
ā¢ $LDO (Lido) introduces GG Vault: stETH-based one-click DeFi yield access.
ā¢ $OKB: OKX launches OKS Boot + OKX Boost campaigns with trading competitions, giveaways, and on-chain activities.
ā¢ $TWT: Trust Wallet (Binance-owned) adds tokenized stocks & ETFs via Ondo & 1inch partnerships.
ā¢ $B3 and XRPL Commons debut XRPL Gamechain, an EVM-compatible gaming sidechain.
ā¢ $SYRUP (Maple) projects over $4M in Q3 revenue.
ā¢ $PUMP (Project Ascend) hits $2.4M in creator fees with 200K daily stream viewers.
ā¢ $REKT partners with GameSquare Holdings, which purchases $2M in REKT tokens.
ā¢ $STRATās ETH Strategy launches ESPN: ETH perpetual notes yielding stable income via options strategies.
https://blog.ethstrat.xyz/perpetual-note
ā¢ Binance to delist $BAKE, $HIFI, and $SLF on Sept 17.
ā¢ Lineaās TGE scheduled for Sept 10; TVL crosses $1B and DEX token $REX surpasses $0.50.
ā¢ Galaxy + Superstate register GLXY security token on Solana.
ā¢ TON wallet enables direct NFT and crypto transfers within Telegram chats.
ā¢ Reflect Money raises $3.75M (led by a16zCSX) to build capital-efficient stablecoin protocol.
ā¢ Aria, an IP platform for storytellers, raises $15M from Polychain and Neoclassic.
