
Forward Industries added about 949,000 SOL in its fiscal fourth quarter, bringing its total SOL and equivalent holdings to 8.501 million tokens—worth roughly $1.004 billion at the September 30 reference price, or about 1.4% of Solana's circulating supply. The company acquired these tokens through purchases and staking at an average cost of $83, and completed a $25 million stock offering to fund further SOL accumulation. The article also examines whether SOL can climb to $130, with the token currently trading near $122, up about 4% in 24 hours.
8 hours ago

XRP has slipped below $1.50 and is testing support near $1.48, while Evernorth's proposed 473 million XRP treasury deal has cleared a shareholder vote. The token remains above its 20-day moving average of $1.447, with the 4-hour chart nearing the lower Bollinger Band and ADX at 18.57. Analyst Ali Charts flags $1.54 as an hourly breakout level that could open the door to $1.70. Armada shareholders approved the deal, though settlement and Nasdaq-related requirements are still pending.
2026-10-01

Goldman Sachs has delayed its forecast for a second Federal Reserve rate hike from October to December, citing August core PCE inflation near 3%, below expectations. The bank expects Q4 core PCE at 3%, under the Fed's 3.4% median projection, and believes officials likely see no need for further hikes. New York Fed President Williams favors patience, while Barr continues to support tightening. The September jobs report will be released on October 2, ahead of the next Fed meeting. The article does not directly discuss crypto, only mentioning Bitcoin and other coins as related recommendations.
2026-10-01

This article examines large on-chain HYPE movements within the Hyperliquid ecosystem. Lookonchain tracked 177,518 HYPE (~$16.08M) deposited to OKX and Bybit, plus 62,869 HYPE (~$5.78M) sold by a wallet linked to Hypersphere Ventures. But exchange deposits don't equal sales, making a combined "$22M sell-off" narrative misleading. Meanwhile, a wallet tied to Hyperliquid Strategies bought 494,200 HYPE (~$45.8M) on September 25, and its SEC filing shows ~33.2M HYPE held as of September 8. The article stresses that on-chain attribution is researcher classification, and possibilities shouldn't be treated as facts.
2026-09-30

This article examines whether gold truly hedges inflation. While gold preserves value over the long run, it doesn't necessarily rise every time inflation accelerates. Its performance depends more on real yields, monetary policy, the US dollar, and confidence in the financial system than on CPI alone. Real yields are the key variable: when inflation-adjusted returns on bonds or cash are high, the opportunity cost of holding non-yielding gold rises; when real yields fall or turn negative, gold becomes relatively more attractive. The conclusion is that gold is better suited to hedging long-term purchasing power erosion and declining trust in monetary policy than to offsetting every monthly inflation reading.
2026-09-29

Pump.fun's fee wallet keeps funneling accumulated SOL fees to centralized exchanges like Kraken, with total sales now at 5,236,623 SOL worth roughly $848 million at an average price of $162. In just the past two hours, about 47,994 SOL (~$5.83 million) was sold, with the largest single transfer hitting 18,608 SOL. The article notes this pattern of periodic transfers every few weeks points to systematic treasury management rather than a one-off liquidation. Despite the persistent sell pressure, SOL has climbed from around $75 in early August to over $123, suggesting buy-side demand has fully absorbed the selling.
2026-09-27

Eight crypto and blockchain companies disclosed over $104.2 million in funding this week. HIFI closed a $37 million Series A led by Left Lane Capital to expand its stablecoin settlement platform, card issuance, and tokenized capital markets business. Forward Industries raised $25 million in a registered direct offering to grow its SOL treasury, Atum launched with $13.5 million from investors including Variant and PayPal Ventures, and MeshWallet completed a $10 million private round. Stablecoin payment infrastructure dominated this week's largest deals.
2026-09-26

Oaktree co-founder Howard Marks warns in a memo that runaway US fiscal discipline is the root cause of rising long-term bond yields. He criticizes expanded long-bond buybacks as a superficial fix, likening them to putting an ice pack on a feverish patient. Marks points to three structural pressures: a fiscal deficit around 6% of GDP, sticky inflation, and massive capital demand from AI infrastructure buildout. The real solution, he argues, is greater fiscal responsibility and slower spending growth—not market manipulation. On asset allocation, he doesn't oppose modest diversification away from dollar assets but warns that timing a large-scale shift is difficult, and America's overall advantages remain compelling.
2026-09-24

Australia's Treasury released its seventh Intergenerational Report, projecting the economy through 2065-66. AI is named as one of five major long-term transformations, while crypto is absent from the report's core agenda. The report focuses on AI automation, shifting skill demands, and the rise of agentic AI systems. Separately, the government's financial innovation strategy links AI agents to real-time, interoperable, programmable payment infrastructure, with the DFCRC estimating that full adoption of digital finance could add A$24 billion to Australia's economy each year.
2026-09-22

Evernorth, an XRP treasury company, has secured $30 million in convertible note financing from South Korean investment firm NH Investment & Securities. The funds will be used to purchase spot XRP on the open market and expand its XRP reserves. The financing also supports Evernorth's ongoing SPAC merger and its long-term goal of listing on Nasdaq under the ticker XRPN, which would give traditional investors exposure to an XRP-focused corporate treasury strategy.
2026-09-18