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Ledger CTO Charles Guillemet stated that he disagrees with the view that "only about 30% of BTC faces quantum computing risks, while the remaining approximately 70% is secure due to public key hashing."Glassnode data shows that currently about 30.2% of BTC has exposed spending public keys on-chain, but Guillemet pointed out that this only reflects the static state on-chain; unexposed public keys may still exist in xpub, devices, PSBT, logs, or backups; and once a BTC transaction is initiated, the public key will be revealed before the transaction is confirmed.Guillemet cited research from Google Quantum AI stating that under currently non-existent high-speed quantum computer models, attacks on secp256k1 could be completed in about 9 minutes. Therefore, simply hiding public keys cannot solve the quantum risk, and Bitcoin will ultimately need to migrate to post-quantum cryptography.

Cryptocurrency mining company Riot Platforms announced that it has fully repaid a $200 million credit line from Coinbase and released over 5,800 Bitcoin collateral to reduce leverage risk.

Real estate investment company Cardone Capital founder Grant Cardone stated that commercial real estate is facing a historic reset. He pointed out that in a high-interest-rate environment, commercial real estate prices have been driven down below replacement costs, which presents an opportunity to store wealth through Bitcoin. Cardone mentioned that his goal is to accumulate 25,000 Bitcoins while holding 25,000 apartments.Cardone referred to real estate as his "Trojan Horse" for allocating Bitcoin and introduced Cardone Capital's Bitcoin real estate trading model, which relies on property cash flow to continuously increase Bitcoin holdings, with a target of growing from 3,000 to 25,000 Bitcoins. He stated that traditional REITs cannot hold Bitcoin, which creates a competitive barrier for the company, and believes that Bitcoin and real estate are an ideal mixed asset. He also discussed Michael Saylor's related views and a $335 million transaction located in Boca Raton, and responded to questions about whether Cardone Capital would go public.

According to documents submitted by Riot Platforms to the U.S. Securities and Exchange Commission (SEC), the company voluntarily repaid all outstanding loans and accrued interest to Coinbase Credit on September 21, and terminated the previously established credit line of $200 million, without incurring any early termination fees or penalties.The loan had previously been fully drawn by Riot, with a fixed annual interest rate of 6.15%, and an original maturity date of April 20, 2027. As of June 30, Riot had pledged 5,821 BTC as collateral for the loan, valued at approximately $340.7 million, accounting for about 51% of the total BTC held by the company at that time; with the loan repayment, Coinbase's security interest in the related collateral assets was simultaneously released. Riot initially obtained a $100 million Bitcoin collateral loan in April 2025, increasing the limit to $200 million the following month. This repayment occurred approximately 7 months ahead of the revised maturity date.

According to The Block, Ethena is incorporating tokenized U.S. stocks and Binance stock perpetual contracts into the foundational trading support strategy of USDe. Among them, Binance bStocks will serve as the tokenized spot support asset, while Ethena will hedge through Binance stock perpetual contracts to maintain Delta neutrality.The Ethena Risk Committee has previously approved the inclusion of tokenized stock foundational trading into the allocation strategy. Ethena stated that the open interest of Binance stock perpetual contracts has currently exceeded $2.9 billion, with a monthly average compound growth rate of 105% this year, and the average annualized return of stock foundational trading over the past six months has been 3.56%; the company expects that as more stock market assets go on-chain, the opportunity size of stock perpetual contracts will ultimately significantly exceed that of the cryptocurrency perpetual contract market.Guy Young, founder of Ethena Labs, stated that this is the most important expansion of its funding mechanism since the launch of USDe.

The "Whale" has set 10 major goals and updated its Bitcoin strategy on the X platform, stating that it has firmly aimed for $100,000 since the initial rebound of BTC from the bottom of $58,000. However, due to a failed attempt to judge the top along the way, it missed out on a significant portion of profits, and the current average entry position for its long positions is approximately $78,000.Regarding future operations, JasonLeo stated that if BTC falls below $79,000 again, it will begin to gradually close long positions; if it quickly rises to $100,000 in the short term, it will consider establishing some defensive short positions in the range of $98,000 to $105,000 to hedge against weekly-level pullback risks. If BTC stabilizes above $108,000 on the daily chart, the aforementioned short position logic will become invalid. If BTC does not directly surge but instead engages in thorough trading within the range of $80,000 to $100,000, it will consider taking defensive actions in the range of $115,000 to $125,000.

Hester Peirce, a commissioner of the U.S. Securities and Exchange Commission (SEC), stated at the SIFMA Digital Assets Conference that regulators should reconsider traditional financial monitoring methods, shifting from "collecting more data" to utilizing new technologies for more precise verification.Peirce mentioned that technologies like zero-knowledge proofs can verify whether users meet requirements such as age, citizenship, accredited investor status, or sanctions lists without disclosing underlying personal information like names, income, or addresses.Hester Peirce suggested that the federal government and regulatory agencies adopt attribute-based verification when technically feasible and allow registered entities to rely more on third-party identity verification to reduce the redundant collection and storage of sensitive information.Peirce also stated that public blockchains have permanent, public, and auditable transaction records, and combined with blockchain forensic tools, they are expected to enhance the ability to track illegal activities while reducing unnecessary data collection.

IBM announced that customers of its digital asset management platform IBM Digital Asset Haven can now connect to permissioned blockchain networks, including the blockchain-based shared ledger from Swift. A new beta version of the ISO 20022 message adapter allows financial institutions to initiate tokenized deposit transactions through this ledger using standard payment messages. IBM stated that financial institutions participating in Swift-related programs have tested tokenized deposits on this ledger using Digital Asset Haven. The ledger supports tokenized deposits issued by banks, enabling participating IBM clients to transfer digital assets around the clock, with final settlement still completed through existing systems.Swift first announced this ledger at Sibos 2025, based on a prototype developed in collaboration with Consensys, with over 40 financial institutions involved in its design, 17 of which are participating in the tokenized deposit pilot. Swift currently connects over 12,500 financial institutions across more than 200 markets worldwide. The aforementioned message adapter allows banks to continue using existing payment message formats and operational processes without adopting blockchain-specific workflows.IBM is also expanding Digital Asset Haven to a localized deployment beta version, which can be installed on IBM Z and IBM LinuxONE in the client's own data center for managing digital assets such as stablecoins and tokenized deposits, without relying on public cloud infrastructure. IBM stated that the platform and key management layer are fully retained within the client's own environment, with keys protected by IBM Crypto Express hardware security modules.

The PermissionDelegationV1_1 upgrade of the XRP Ledger entered a 14-day activation countdown on September 21, having received support from 29 of the 35 trusted validator nodes. If the support rate remains above 80% during this period, the upgrade could officially activate as early as October 5 at 11:18 UTC; at least 28 validator nodes must continue to support it, or the countdown will reset.This feature allows accounts to split permissions by role. For example, a stablecoin issuer can allow a connected compliance system to approve customer accounts holding its tokens while keeping the keys with full control offline; operational accounts can gain payment permissions but cannot change keys or delegate authority to others. Each trustee can have up to 10 permissions, and the main account can modify or revoke them at any time.This is the network's second attempt to introduce this feature. The original version had vulnerabilities that attackers could exploit to make others pay transaction fees with improperly signed transactions, and by repeatedly submitting high-fee transactions, they could deplete the victim's XRP balance. This vulnerability was reported by community testers on September 15, 2025, and validator nodes were advised to reject the amendment, so it was never activated. The fixed version was released with xrpld 3.3.0, changing the way unauthorized transactions are rejected, ensuring that fees are not deducted before signature verification.

According to official news, Reap, a payment company under Kraken's parent company Payward, has launched a Virtual Asset Ledger. Users of exchanges, wallets, new banks, and financial technology platforms can directly use their virtual asset balances such as BTC to make purchases with the Visa card issued by Reap, with conversions completed at real-time exchange rates during payment, without the need to pre-convert to stablecoins.Reap data shows that by July 2026, the card consumption amount paid with virtual assets will reach 1.04 billion USD.

Vitalik Buterin, co-founder of Ethereum, delivered a keynote speech at the 12th Global Blockchain Summit, stating that the blockchain was initially a primary tool. Although it has characteristics such as openness, neutrality, and security, it is not scalable and is completely transparent, lacking privacy protection mechanisms.Subsequently, privacy transactions and scalable verification brought by zero-knowledge proofs have changed this situation and have been transformed from planning into actual EIPs, included in the Ethereum roadmap. Technologies such as fully homomorphic encryption are also beginning to be applied, and indistinguishable obfuscation may also be applied on-chain in the future. Beyond privacy, the parallel construction and proof of blocks can make extreme scalability possible, and industry thinking has shifted from digital assets to digital assets plus information, from purely on-chain to user-end, transaction memory pools, a complete pipeline on-chain, and from who can send what to who can see what.Currently, blockchain has gradually evolved from a simple ledger to a cryptography-based secure computing network. With the development of AI, providing cryptographic rules to AI for automated formal verification can significantly enhance verification efficiency, allowing the chain to carry more possibilities.

Apple's new Mac mini and Mac Studio began shipping on Tuesday local time. Apple emphasized to business buyers that purchasing new machines is cheaper than renting cloud computing power. The new machines support on-device AI, capable of handling high-intensity tasks like coding locally, allowing users to avoid purchasing tokens from OpenAI, Anthropic, and others. Apple's Chief Hardware Officer, Johnny Srouji, stated: Buying the device and placing it on the desk is a one-time investment, and the product offers excellent cost-performance ratio, without needing to pay per token; the machine can be used indefinitely.At the launch event, Apple demonstrated four Mac Studios working together to run a trillion-parameter AI model, searching for and fixing graphic code vulnerabilities, with the group of devices powered by a single wall outlet. The Mac Studio equipped with the M5 Ultra chip can be configured with up to 512GB of unified memory, supporting the formation of a cluster with multiple devices sharing a memory pool via RDMA. After networking four units, the distributed AI inference speed can reach up to three times that of a single machine. Apple claims that the underlying design philosophy of various chips is consistent, and on-device AI models can be deployed on high-end Mac Studios while also being compatible with entry-level iPhones and iPads.IDC analyst Linn Huang's data shows that Apple holds about 4.6% of the enterprise desktop market share, while Windows accounts for 91.3%. NVIDIA and various PC manufacturers are launching new desktops to compete directly with the new Macs, and these new Windows machines are expected to be the focus of Microsoft's Windows event in San Francisco next month.

Onchain Lens reported that two associated wallets, possibly controlled by the same entity, have staked a total of 212,590 HYPE, worth approximately 20.49 million USD.One wallet staked 106,410 HYPE (about 10.25 million USD), while the other wallet staked 106,180 HYPE (about 10.24 million USD). The relevant addresses are 0x8bddfed1ec21bde1ee812a2a74c07dad69f76aec and 0x1ca9e572e5000e825e2e152f6ec5c511404d5120.

According to official news, Robinhood will hold the 2026 HOOD Summit from September 29 to 30, during which Robinhood co-founder Vlad Tenev will announce new products/updates for active traders.In addition, based on recent promotional tweets from Robinhood and Vlad's official accounts, updates on tokenized stocks will also be released at the summit, including updates on the dividend reinvestment plan.

Analyst Killa posted on platform X, stating plans to hedge 50% of his Bitcoin exposure in the range of $89,000 to $94,000, marking his first short position in months.Killa mentioned that, as he stated 1 to 3 days ago, he previously had no intention to short the same high point that continued to consolidate below him; if the price stabilizes above $97,000, this hedging strategy will become ineffective.

According to CoinDesk, Ripple stated that asset management companies and other commercial projects are preparing to use the Batch V1.1 feature of the XRP Ledger. This feature allows up to eight transactions to be combined into a single operation and ensures that all transactions either succeed or fail in an all-or-nothing manner, avoiding situations where one party completes settlement while the other fails.This upgrade is expected to support Delivery Versus Payment (DVP) transactions, allowing asset transfers and payments to be completed simultaneously, while also enabling exchanges, wallets, and market platforms to directly attach service fees to customer transactions for processing.RippleX Engineering Director Ayo Akinyele mentioned that some projects are already being developed around Batch, and once activated, it will bring related work closer to a production environment. Specific partners and launch times will be announced once plans are finalized. The amendment has received support from 30 of the 35 tracked validators on the XRP Ledger, exceeding the 28 votes required to enter the activation countdown. The countdown began on September 15, and if the validator support rate remains above 80% within 14 days, Batch V1.1 is expected to be activated shortly after September 29.Previously, researchers discovered serious flaws in the Batch V1 signature verification process in February, which could prematurely stop checking signatures under certain conditions, allowing attackers to unauthorizedly include transactions from other accounts. The developers subsequently withdrew the original version. Since the amendment had not yet been activated at that time, the vulnerability code did not run on the live ledger, and no funds were exposed.

According to Mlm monitoring, a screenshot shared by Garrett Jin shows that he withdrew 68,080 ZEC (worth 29.7 million dollars at the time) from Binance on December 24 last year. A few minutes earlier, the same wallet withdrew another 134,000 ZEC (58.6 million dollars). He then masked all 202,080 ZEC and later unmasked them, and currently still holds the entire amount. Based on a price of 1,580 dollars per ZEC, these holdings are now worth 320 million dollars, while their value at that time was 88.3 million dollars. Therefore, his short position of 38,000 ZEC (60 million dollars) on Hyperliquid currently shows an unrealized loss of 34.5 million dollars, which can be seen as a partial hedge against his spot holdings.

According to Bitcoin Magazine, Matthew Sigel, the head of digital asset research at asset management company VanEck, stated in an interview with CNBC that quantum computing poses a risk to Bitcoin, but the community has recognized the seriousness of the issue. He pointed out that due to the decentralized nature of the crypto network, progress in addressing this issue may be slow, but the community is advancing related work.Sigel said, "This is a risk, but the community has already recognized the scope of the problem, and a large number of talents have gathered and proposed a framework for upgrading the system." He added, "Upgrades will not happen quickly because no CEO can tell developers 'do it now.' The governance process takes more time, and the process is more complex, but there are technical paths to achieve quantum resistance, and you will see more related progress in the coming years."Currently, quantum computers still have error rate issues and cannot crack Bitcoin's encryption algorithms. Some Bitcoin developers have begun testing quantum-resistant signatures on real-time sidechains. Coinbase plans to build a post-quantum signature pipeline using secure enclaves and threshold cryptography, and the Bitcoin Security Alliance, composed of BlackRock, Fidelity Digital Assets, Block, and others, is also supporting proposals like BIP-360 to reduce long-term quantum computing risks.

Former Democratic presidential candidate and founder of Noble Mobile, Andrew Yang, called on the federal government to strengthen regulations on cutting-edge AI laboratories. In an interview with CNBC, he stated that researchers have warned that the pace of iteration for powerful models has exceeded the constraints of existing rules, and he candidly said, "The fear is real, the concerns are real, and the demand is real; the American public wants to see this industry regulated."Yang urged Congress to require AI companies to assume liability for damages, set waiting periods before deployment, and equip powerful models with a "kill switch." He mentioned that OpenAI and Anthropic recently disclosed incidents of models breaching boundaries or invading other companies' systems, prompting lawmakers to consider introducing the "AI Kill Switch Act," which would allow federal officials to order restrictions or shutdowns of specific cutting-edge systems.In response to David Sacks' claim that the AI safety warnings are "psychological warfare," Yang stated that multiple things are happening simultaneously and cited a warning from an unnamed lab director that AI robots may have implanted self-replicating code on the internet, leading OpenAI and Anthropic to build a synthetic internet to train their models. He also emphasized that AI regulation is a bipartisan issue, saying, "If you are in rural areas or red districts, your constituents are equally panicked about AI."