Author: NBTC

Cathie Wood is using the latest growth-stock pullback to make a concentrated bet on two very different parts of the innovation trade. ARK Invest bought about $44.5 million of Rocket Lab and $37.4 million of Block, putting roughly $82 million into commercial space and fintech while simultaneously reducing positions in Palantir and AMD. The trades suggest more than opportunistic dip-buying: ARK is shifting capital toward companies with major execution catalysts still ahead. The Rocket Lab purchases totaled 705,102 shares across Aug. 31 and Sept. 1, according to ARK trading disclosures cited by Yahoo Finance. The buying came after RKLB had…

Perpetual-futures volumes still run at a multiple of spot across most major tokens, while funding, positioning and liquidations set the tone intraday, he said Over the past 12 to 18 months, however, attention has moved from infrastructure toward applications and appchains that fit more familiar fintech and venture-capital frameworks, De Maere said. Fundamentals are starting to carry more weight in areas including decentralized finance, perpetual-futures exchanges and decentralized physical infrastructure networks. “Fundamentals set the floor and the shortlist, while flows set the price,” De Maere said. Revenue and usage can determine which tokens survive drawdowns or make it onto allocator…

House Republicans’ decision to cancel the final two weeks of the September session could significantly delay consideration of the CLARITY Act, raising fresh concerns for the U.S. crypto industry. The House will now return to Washington on Sept. 14 for what is expected to be a four-day session before leaving the capital until after the midterm elections, according to Roll Call. The timing could create a major obstacle for the market structure bill. The Senate is scheduled to return from its August recess on Sept. 14 and is expected to hold an initial vote on the CLARITY Act on Sept.…

RWA perpetual futures remained one of the strong trends in the crypto market. For Q3 to date, the cumulative trading volume broke above the $2T milestone. RWA perpetual futures retained their active growth trend in Q3. Based on Cryptorank data, Q3 cumulative trading exceeded $2T, with the quarter still incomplete, up from $1.2T in Q2. Monthly trading volume surpassed $100M in June, while the sector reached peak activity in July. RWA perpetual futures trading kept expanding in Q3 to date, retaining robust daily volumes in September. | Source: DeFi Llama RWA perpetual futures trading started as a relatively niche sector,…

The total crypto market cap has shrunk by 1.18% in the past 24 hours. The Crypto Market Fear and Greed Index sat at a score of 34, signaling fear was still prevalent in the market. AMBCrypto reported that Bitcoin [$BTC] saw its longest streak of spot ETF inflows in nine months. It pointed to increased demand and a potential shift in sentiment, but the streak was broken. SoSoValue, the cryptocurrency research platform that aggregates macro market data, reported -$225.1 million in spot ETF net flows on Thursday, July 23. The escalation in U.S.-Iran tensions and higher Brent crude prices coincided…

LlamaRisk proposed reserve-cap and interest-rate changes for Aave V3 on Sept. 7, responding to utilization, liquidity and borrower data across six deployments. Its Risk Stewards update recommends raising $USDC, $GHO, wstETH and USD₮0 limits while reducing underused syrupUSDC, $USDe and syrupUSDT supply caps. The plan also lifts the $USDe base variable borrow rate by one percentage point on Aave V3 Core, Plasma, Monad, Mantle and Avalanche. LlamaRisk said it intends to implement the package through the Risk Steward process. That language makes this a dated risk-parameter action plan, not evidence that every proposed value was already active when the post…

Bitfinex has drawn attention to a tokenised US Treasury bill that offers yields surpassing those of crypto-native lending pools. This insight, shared via a tweet, emphasizes the lack of smart-contract risk associated with Treasury bills compared to decentralized finance alternatives. The implications for the next stage of on-chain finance could be significant as capital may flow towards these safer options. The Latest The broader crypto market is currently experiencing mixed signals, with varying momentum across major assets. Bitfinex’s recent observation highlights a crucial shift in yield dynamics, as a tokenised US Treasury bill reportedly provides better returns than many crypto…

An effective altruism-linked organization, as of last month, is paying $2,000 in weekly compensation for an ostensibly grassroots anti-AI media campaign. Irreplaceable, which employs a campaign strategist who also works for the effective altruism-funded Center for AI Safety, supports protests against AI as a way to advocate for regulations that could benefit the effective altruism agenda. “What’s missing is coordinated action that forces the government to respond,” it claimed. It’s currently recruiting student protest leaders for an anti-AI uprising in October. They’ll help to coordinate walkouts at more than 100 colleges to demand new regulations to affect the AI industry.…

Jupiter has integrated its Gacha trading card product natively into Jupiter Mobile, letting users rip digital packs and collect real graded cards without leaving the app. The update, announced today, rolls the rip-and-collect experience into the same interface millions already use for swaps, perpetuals, and lending on Solana. Gacha is built around physical graded trading cards from franchises like Pokémon and One Piece. Users open packs digitally, and each pull is powered by verifiable on-chain randomness, meaning anyone can independently confirm the result wasn’t manipulated. If a user pulls a card they want to keep in hand, the physical copy…

Bitfinex covered Ark in 2023 as an unimplemented proposal; today two operational versions, Arkade and Bark, run on the Bitcoin mainnet. Ark Labs raised $5.2 million in March 2026 with backing from Tether, Ego Death Capital, Epoch VC, and Anchorage Digital. Hodl Hodl, Bitrefill, and Lendasat already integrate Arkade to provide payments, swaps, and escrow, consolidating a real commercial offering. Three years after Bitfinex covered Ark as an unimplemented proposal, the architecture is no longer mere theory. Arkade, developed by Ark Labs, and Bark, developed by Second, operate today on the Bitcoin mainnet and have several commercial integrations. What in…