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According to Arkham monitoring, the Ethereum Foundation transferred approximately 2.45 million dollars worth of ETH to an unmarked Gnosis Safe multi-signature wallet. It is currently unclear whether the wallet is controlled by the foundation.The Ethereum Foundation address currently still holds approximately 235.46 million dollars worth of ETH and 23 million dollars worth of USDC.

Eli Ben-Sasson, co-founder of Starknet, stated on social media that the recent rise of Zcash (ZEC) is partly due to market concerns that Bitcoin is "too rigid" at the protocol level. He mentioned that he "deeply loves Bitcoin," but still believes that these concerns are real, and noted that some Bitcoin holders have expressed to him that they have shifted part of their positions to ZEC.

Samsung Electronics has started prototype production of AI5 chips for Tesla at its foundry in Taylor, Texas. Due to the surge in demand for AI chips, Samsung has accelerated prototype output for yield verification, planning to complete mass production validation by the end of this year and to supply fully next year.

According to Onchain Lens monitoring, the wallet also deposited 100,000 UNI into OKX, worth approximately $844,000, suspected to be for sale.

Arc announced the launch of the AI-driven development tool Arc Studio, which allows users to describe their requirements in natural language. It generates full-stack on-chain applications, contracts, or agents that include front-end interfaces, back-end logic, and smart contracts within minutes. It also supports code review, testing, and export.This tool natively understands the Arc and Circle development stack, including CCTP, Circle Contracts, Gateway, and Wallets. It can integrate protocols such as Aave, Morpho, and Uniswap, and can be tested on nine chains: Arbitrum, Arc, Avalanche, Base, Ethereum, Monad, OP Mainnet, Polygon, and Unichain. Arc Studio can also connect as a sub-agent to Claude Code, Codex, and Cursor. The official reminder states that AI-generated code still requires independent review and testing, and Arc Studio will not deploy, sign, fund, or submit mainnet transactions on behalf of users.

According to Arkham monitoring, the whale address bc1py deposited 1,651.82 BTC into Kraken, worth approximately 126.69 million dollars. The related BTC was withdrawn from Kraken in April this year and then transferred back to the exchange after being moved through two newly created wallets.Currently, the balance of this address has been cleared, with an expected profit of about 15.21 million dollars.

According to Bloomberg, as the stock prices of companies holding cryptocurrency assets have significantly declined, retail and institutional investors are facing cumulative losses of about 50 billion dollars.Some investors are strengthening their scrutiny of governance issues such as employee compensation at related companies through shareholder actions to limit further losses.

Dragonfly Managing Partner Haseeb Qureshi commented on the controversy surrounding the Zcash development fund, stating that the Zcash community has positioned itself as "the crypto version of Bitcoin" and has refused to continue adding more features to the protocol. To become a reliable store of value, Zcash ultimately needs to achieve protocol finality, but it still needs to advance Tachyon, quantum resistance, and comprehensive formal verification required to address AI network attacks, making it unsuitable for finality in the next one to two years.The development fund has played a necessary role during the phase of lacking private funding to support Zcash development, and under current rules, it will expire in 2028. However, as the price of ZEC has surged significantly, the scale of the fund has expanded by an order of magnitude; once the fund exceeds 100 million dollars, it will inevitably move towards institutionalization and face the risk of the allocation mechanism being politicized.He advocates for the continued retention of the development fund at this stage to complete the remaining technical work before protocol finality, but this round should be the last round of the development fund. Once Zcash meets the conditions for finality, the fund should gradually wind down rather than continue seeking new funding projects; future development needs can be spontaneously funded by holders and ecosystem supporters, similar to Bitcoin.In terms of governance, Haseeb does not support voting solely by token holders, believing that a store of value asset requires policy predictability, and pure token governance is too volatile. He supports limited participation by holders and believes that committee governance, while flawed, may be a more feasible solution. Haseeb also disclosed that Dragonfly holds ZEC and that he himself is a ZODL investor, but ZODL will not directly benefit from the development fund.

According to on-chain analyst Ai Yi's monitoring, four new addresses exchanged UBTC for USDC as capital for building positions in the past 9 hours, and then purchased 6,972 ETH on-chain at an average price of $2,460.69, all of which have been deposited into Lido.

According to the token unlock data from the crypto asset data platform RootData, ChainOpera (COAI) will unlock approximately 8.32 million tokens at 0:00 Beijing time on September 25, worth about 2.44 million US dollars.

On the FOMO platform, the Artificial Inu (AI) whale sold 6.096 million tokens (worth 2.03 million USD) this morning. He still holds 17.5 million AI (5.84 million USD), with a profit (realized + unrealized) of 7.56 million USD.According to GMGN market data, Artificial Inu (AI) dropped over 12% between 5 AM and 6 AM this morning, possibly due to the whale's sell-off.

According to Onchain Lens monitoring, a certain whale withdrew 55,800 HYPE from Coinbase, worth approximately 4.65 million USD; over the past 9 days, a total of 107,900 HYPE has been withdrawn, worth approximately 9.11 million USD.

Polymarket announced the hiring of former Zora CEO Jacob Horne to lead product efforts, focusing on its DeFi business. Polymarket CEO Shayne Coplan acknowledged that as the company scales, the performance of its on-chain products has "declined," with some long-term users believing that Polymarket has shifted its focus to the U.S. market. Coplan stated that the company is working to unify its products but did not disclose a specific launch timeline, nor did he mention adjustments regarding fees, liquidity, or routing.Polymarket plans to hold a DeFi community meeting "soon" to gather feedback and announce a roadmap; in the meantime, users can provide feedback directly to Horne or Coplan. This appointment gives Horne broad product responsibilities rather than a specific engineering role. An earlier diagnosis came from Polymarket DeFi Engineering Vice President Josh Stevens, who noted on August 31 that the existing Central Limit Order Book (CLOB) is "full of technical debt." Although the team has scaled it tenfold and increased speed threefold, the underlying architecture still has flaws, and fixing one issue may trigger another.Stevens stated that the existing codebase is "unsalvageable in the long run," and the matching engine is being rewritten from scratch in Rust, with the goal of completing it in the latter half of the fourth quarter. Early benchmarks show that the new system's p99 latency is 10 to 20 times faster than the current system, capable of processing 200,000 orders per second, approximately 15 times the existing capacity.

According to Ember Monitoring, a certain whale closed a long position of 10,160 ZEC at a price of $1,458, realizing a profit of $8.29 million.This whale opened the position on August 20 at a price of $630, with an initial position value of approximately $6.4 million, holding the position for over a month.

According to PeckShieldAlert, the lending market of Nostra on Starknet was manipulated due to the NSTR oracle price, with a single account borrowing approximately 3.5 million dollars worth of ETH, STRK, USDC, USDT, WBTC, and DAI using NSTR as collateral.The attacker has since cross-chained approximately 1.92 million dollars worth of assets to Ethereum, including 234.57 ETH and 1.3 million DAI.

The cross-chain bridge protocol Across Protocol officially announced that Across Protocol has been transferred to a new company, Across, Inc. (AcrossCo), and the ACX token will gradually be phased out. After January 8, 2027, all ACX tokens will be rendered obsolete and will no longer have governance, utility, or economic functions. Risk Labs and AcrossCo will also no longer bear related obligations.Holders can exchange through the portal at exchange.across.to at a valuation of $0.04375 per token before that date: first, for a 1:1 exchange for equity in AcrossCo (first come, first served, minimum 250,000 ACX, lower amounts subject to allocation, KYC required, U.S. applicants must be accredited investors); second, for an equivalent amount of USDC (sanctions screening required). After the deadline, equivalent exchange conditions cannot be guaranteed.

The first federally chartered crypto bank in the United States, Anchorage Digital Bank N.A., began offering xU3O8 custody services for institutional clients on September 16, 2026. This token is backed by physical uranium concentrate yellowcake, with the related uranium materials stored at Cameco facilities and held in beneficial ownership by a UK trust structure.xU3O8 is issued by Uranium.io, with the UK regulator Archax acting as the trustee, and the underlying assets are mapped through the Etherlink network. Cameco is responsible for storing physical uranium in certified facilities and regularly publishes the results of reserve proof audits. The Office of the Comptroller of the Currency (OCC) regulates Anchorage Digital Bank N.A., allowing its clients to include xU3O8 in isolation and bankruptcy-remote accounts similar to those for Bitcoin and cash equivalents. Currently, the unit price of xU3O8 is approximately $5.66, with a total market capitalization of about $9 million.

The Bank of England has maintained the policy interest rate at 3.75% for the sixth consecutive meeting and announced the cancellation of the long-term government bond sale plan.Contemporary Amperex Technology Co., Ltd. plans to invest 1.4 billion yuan to build a new lithium carbonate project in Ya'an with an annual production capacity of 40,000 tons, while Huawei simultaneously released a new computing architecture.

Bitcoin News posted on the X platform that Bitcoin Core developer Niklas Gögge warned that recent AI-driven vulnerability scanning is changing the security landscape of Bitcoin. Large language models have significantly reduced the cost of discovering vulnerabilities, allowing attackers to potentially find catastrophic vulnerabilities for just a few hundred dollars in computing costs.For Bitcoin Core, Project Loupe, the Bitcoin Red Team, and individual contributors have generated over 1,000 reports, but so far no high-risk or severe vulnerabilities have been found. Gögge stated that relying on stronger models to discover vulnerabilities before attackers is not a sustainable security strategy. Developers should build testing infrastructure that can proactively prevent entire classes of vulnerabilities through automated testing, fuzz testing, and property-based testing. Key components of Bitcoin Core have accumulated over 100 years of CPU fuzz testing and have undergone decades of Bitcoin node network simulation.