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The cryptocurrency exchange BitMart has released a preliminary intention plan, stating that it will review its assets and liabilities and formulate response arrangements starting from August 2026. The plan was formed during the initial due diligence conducted by Alvarez & Marsal and White & Case; users can choose front-end allocation or potentially higher recoveries from sources that may be recovered and liquidated later. The management team stated that they will continue to cooperate.BitMart stated that the total market value of the cryptocurrency market decreased in 2026, with volume manipulation groups profiting from commission and zero slippage policies in contract business, while fee-based services turned into losses; a hacker attack in December 2021 resulted in a balance sheet gap of approximately $319.5 million based on the value as of December 4, 2021. Starting from May 2026, social media attacks triggered panic withdrawals, and related personnel faced risks of personal information leakage. After evaluating a $10 million liquidity proposal from an investor, the management deemed it insufficient to cover operational pressures and gaps.The plan proposes to convert outstanding account balances into dollars based on the weighted average price from July 26, 2026, to the time of recording, to be verified by an independent party appointed by the court. Users can receive a proportional front-end allocation of fiat currency, USDC, PYUSD, USDT, and liquid assets such as BTC, ETH, SOL, or participate in the recovery of stolen assets by exchanging for recovery tokens at a rate of 1 unit per $1, or exchange for continuation tokens that can be traded on decentralized exchanges, corresponding to investment rights, non-standard asset liquidation, and a portion of distributable profits after business restart. In the next three to four weeks, feedback will be solicited from the top 50 users, and a report on the expected recovery ratios for each option will be compiled.

Verona announced the launch of verUSD on X, positioning it as the first stablecoin aimed at AI agents. The project claims that verUSD has secured over $100 million in institutional launch commitments.Participating institutions include Animoca Ventures, Figment Capital, Sfermion, Pentos Ventures, ArkStream, and others. Verona is a company providing on-chain payment and settlement infrastructure for AI agents, and verUSD is intended to serve as a stablecoin tool for value transfer and settlement between AI agents.

According to BBX data, yesterday global US and European listed companies disclosed the latest official accounts regarding digital asset treasury allocation and secondary market increases, with the core updates as follows:BitMine's Ethereum holdings surpassed the milestone of 6 million coins, with total assets reaching 17.2 billion USD: Nasdaq-listed mining company BitMine disclosed that it increased its holdings by 17,362 Ethereum last week, pushing its total ETH holdings to a historic high of over 6 million coins. As of September 27, 2026, its total Ethereum holdings reached 6,001,302 ETH (approximately 4.9% of the total Ethereum supply). Since launching its ETH treasury strategy on June 30, 2025, the company has achieved continuous weekly increases in less than 15 months. Currently, the total value of cryptocurrencies, cash, and other investments held by BitMine is approximately 17.2 billion USD (including 672 million USD in cash and securities, 213 BTC, 180 million USD in Beast Industries equity, and a 115 million USD investment in Eightco Holdings). The staked Ethereum remains at 5,067,309 coins (84% of total holdings), corresponding to a value of approximately 13.7 billion USD, with an annualized staking yield of about 358 million USD.Strategy (NASDAQ: $MSTR) spent 142.7 million USD to buy 1,665 BTC, holding a total of 847,000 coins: According to the latest 8-K filing submitted by Strategy, the company purchased 1,665 Bitcoin at an average price of approximately 85,681 USD from September 21 to 27, totaling about 142.7 million USD. During the same period, the company sold 1,469,200 shares of MSTR common stock through its ATM program, raising approximately 246.2 million USD (of which 142.7 million USD was used to purchase Bitcoin and 103.5 million USD for repurchasing STRC preferred stock); additionally, it used 151.7 million USD to repurchase 1,534,500 shares of STRC preferred stock (including 103.5 million USD from ATM fundraising and 48.1 million USD in USD cash), leaving a remaining repurchase capacity of approximately 723.5 million USD. As of September 27, Strategy has accumulated 847,666 Bitcoin (with a total holding cost of approximately 63.95 billion USD, at an average price of approximately 75,437 USD), with a USD Reserve balance of 5.02 billion USD and a USD Cash balance of 1 billion USD.Strive (NASDAQ: $ASST) increased its holdings by 1,107 Bitcoin, raising total holdings to 27,462 coins: According to the 8-K filing submitted to the SEC, Strive purchased 1,107 Bitcoin at an average price of approximately 85,396 USD from September 21 to 25. As of September 25, Strive's total Bitcoin holdings reached 27,462 BTC. Additionally, its balance sheet holds 505,000 shares of Strategy STRC preferred stock (fair value approximately 49.76 million USD) and approximately 248.8 million USD in cash reserves.DeFi Development Corp (NASDAQ: $DFDV) increased its holdings by over 47,000 SOL, surpassing 2.53 million coins: According to documents submitted to the SEC, Solana treasury company DeFi Development Corp increased its holdings by 47,706 SOL and SOL equivalents from September 21 to 25. As of September 25, its total holdings reached 2,538,010 coins, representing a week-on-week growth of approximately 2%, continuously generating yield and liquidity deployment on-chain through staking and validating node networks.Capital B completed ATM fundraising, spending 970,000 Euros to increase holdings by 13 BTC: French Bitcoin treasury listed company Capital B (Euronext: $ALCAP) announced that it completed fundraising through an ATM equity financing plan signed with the well-known asset management firm TOBAM at a price of 5.68 Euros per share (approximately 6.44 USD), raising approximately 980,000 Euros (about 1.11 million USD). The company subsequently used approximately 970,000 Euros (about 1.1 million USD) in full to increase its holdings by 13 Bitcoin in the secondary market.

According to PR Newswire, Ethereum treasury company BitMine increased its holdings by 17,362 Ethereum last week, with total ETH holdings surpassing 6 million for the first time. As of September 27, 2026, its total Ethereum holdings reached 6,001,302, accounting for approximately 4.9% of the total Ethereum supply, with uninterrupted weekly increases since the launch of the ETH treasury strategy on June 30, 2025, in less than 15 months.Currently, the total value of cryptocurrencies, cash, and other investment assets held by BitMine is approximately $17.2 billion, which includes $672 million in cash and securities, 213 Bitcoin, $180 million in equity assets from Beast Industries, and a $115 million investment in Eightco Holdings (ORBS). In addition, the number of staked Ethereum remains at 5,067,309 (84% of total holdings), valued at approximately $13.7 billion, with a current annualized staking yield of about $358 million.Tom Lee stated in the company's weekly report that so far in the third quarter, ETH has outperformed the S&P 500 by over 6,728 basis points, making it the best macro asset globally; he believes that the crypto bull market began in late June, and institutions are currently underweight in crypto assets, expecting to significantly increase their holdings in the last few months of 2026. Additionally, Lee will deliver a keynote speech at the Korea Blockchain Week (KBW) on September 30.

Tom Lee, Chairman of Bitmine, stated that artificial intelligence and the cryptocurrency industry are gradually merging, with tokenization and AI agents likely becoming the two main driving forces of the next cryptocurrency market cycle.Tom Lee mentioned that BlackRock expects more assets to be tokenized, and financial settlement infrastructure is increasingly being built on cryptocurrency networks. Some fintech companies, such as Revolut, have already begun to build related businesses based on Ethereum. He also stated that AI is driving the formation of the digital economy, while cryptocurrencies provide the digital currency and blockchain infrastructure needed to support this economic system.

The multi-chain Meme trading terminal GMGN released a recruitment notice on September 23, seeking talent globally, with 8 key positions available.This recruitment focuses on two main areas: product management and research and development. In the product management area, there are three positions: social community, user conversion, and on-chain trading, all based in Hong Kong and requiring full-time commitment. In the research and development area, there are five positions: EVM trading routing engineer, on-chain data development engineer, senior backend development engineer, senior blockchain development engineer (cross-chain direction), and smart contract engineer (Launchpad direction). Resumes should be sent to [email protected] stated that the team is dedicated to building the fastest multi-chain Meme trading terminal in the world, with members being deep on-chain users themselves. Recently, GMGN's perpetual contract trading feature was opened for public testing on September 21 and has supported 7 launch platforms including Pons on the Robinhood Chain.

The cryptocurrency derivatives platform BitMEX has ceased trading, deposits, and opening new positions, retaining only the withdrawal function. The platform announced on social media platform X that as of this Tuesday at 04:00 UTC, the aforementioned services will no longer be available. Users can still log in and withdraw their balances through the official website, but deposits have been confirmed as impossible. BitMEX was co-founded by Arthur Hayes, Ben Delo, and Samuel Reed in 2014, known for promoting perpetual contracts as mainstream trading tools in the cryptocurrency derivatives market.BitMEX urges customers to withdraw their funds as soon as possible and states that account fees will be charged to users with completed KYC certification who still have a balance, billed monthly, at a standard of 1% annualized on assets or a minimum equivalent of $50, whichever is higher. The company emphasizes that this shutdown does not freeze customer assets, and the withdrawal channel remains open during the liquidation process.BitMEX announced its closure in July this year, following a strategic assessment by its parent company HDR Global Trading, as the exchange's market share in the perpetual contract market it helped create continued to decline. According to research data from CoinDesk, the monthly trading volume of centralized cryptocurrency exchange derivatives reached $3.4 trillion in August, with an annual scale potentially reaching $50 trillion. Previously, BitMart also announced its shutdown in July after nine years of operation due to market conditions.

According to BBX data, last week, publicly listed companies in the US and Hong Kong disclosed the latest official accounts regarding digital asset treasury allocation and secondary market increases. The core updates are as follows:Strategy (NASDAQ: $MSTR) used cash to increase its holdings by 950 BTC, bringing the total to 846,000: According to the latest 8-K filing submitted by Strategy, the company utilized its own USD cash reserves to purchase 950 bitcoins at an average price of approximately $79,670 from September 14 to 20, 2026, totaling about $75.7 million. During the same period, the company did not sell any shares through its ATM program and spent $174 million to repurchase 1.7712 million shares of STRC preferred stock. As of September 20, Strategy held a total of 846,000 bitcoins (with a total holding cost of approximately $63.8 billion, at an average price of about $75,416); its USD reserve balance was $5.04 billion, and USD cash balance was $1.05 billion.Strive (NASDAQ: $ASST) increased its holdings by 1,355 bitcoins, surpassing 26,000: According to the 8-K filing submitted by Strive to the SEC, the company purchased 1,355 bitcoins at an average price of approximately $79,475 from September 14 to 18. As of September 18, Strive's total bitcoin holdings rose to 26,355 BTC. Additionally, its balance sheet also held 505,000 shares of Strategy STRC preferred stock (with a fair value of approximately $49.75 million) and about $229.6 million in cash reserves.BitMine increased its holdings by 27,000 ETH last week, with total holdings valued at $17.1 billion: Nasdaq-listed mining company BitMine disclosed that it increased its holdings by 27,562 Ethereum in the secondary market last week. As of September 20, 2026, its total Ethereum holdings reached 5,983,940 ETH (approximately 4.9% of the total supply of Ethereum). Currently, the total value of the cryptocurrencies, cash, and investment assets held by the company is approximately $17.1 billion (including $714 million in cash and securities, 212 BTC, $180 million in Beast Industries equity, and $105 million in Eightco investments). The number of staked Ethereum remains at 5,067,309 (85% of total holdings), valued at approximately $13.6 billion, with a current annualized staking yield of about $357 million.DeFi Development Corp (NASDAQ: $DFDV) significantly increased its holdings by over 100,000 SOL: According to documents submitted to the SEC, Solana treasury company DeFi Development Corp increased its holdings by 101,381 SOL and SOL equivalents from September 14 to 18. As of September 18, its total holdings reached 2,490,304, a week-on-week increase of about 4%. The company stated that the SOL held in the treasury will be comprehensively deployed through on-chain staking, operating validation nodes, and decentralized treasury infrastructure.Boyaa Interactive (00434.HK) spent over $11.5 million to increase its holdings by 152 BTC: Hong Kong-listed gaming company Boyaa Interactive announced that it used idle cash reserves generated from its daily operations to purchase 152 bitcoins at an average price of $75,899, totaling approximately $11.56 million (about HKD 90.63 million). As of the announcement date, Boyaa Interactive's balance sheet held a total of 4,468 bitcoins, with an average holding cost of approximately $68,543.

According to Onchain Lens monitoring, BitMine today accumulated and withdrew 12,500 ETH from Kraken, worth approximately 34.56 million USD; three weeks ago, BitMine also accumulated and purchased 20,000 ETH from Kraken, worth approximately 48.89 million USD.

According to PR Newswire, BitMine increased its holdings by 27,562 Ethereum last week. As of September 20, 2026, its total Ethereum holdings reached 5,983,940, accounting for approximately 4.9% of the total Ethereum supply.Currently, the total value of the cryptocurrencies, cash, and other investment assets held by BitMine is approximately $17.1 billion, which includes $714 million in cash and securities, 212 Bitcoin, $180 million in equity assets from Beast Industries, and a $105 million investment in Eightco Holdings (ORBS). Additionally, the amount of Ethereum it has staked remains at 5,067,309 (85% of total holdings), valued at approximately $13.6 billion, with a current annualized staking yield of about $357 million.Furthermore, BitMine Chairman Tom Lee stated in the company's weekly report that the crypto bull market began in late June 2026, driven by factors including the rotation of funds from AI stocks to crypto assets, the continued strengthening of crypto fundamentals centered around tokenization and AI, and the four-year cycle hitting bottom. So far in the third quarter, ETH has outperformed the S&P 500 by over 6,519 basis points, making it the best macro asset globally.Lee believes that ETH's significant outperformance in the third quarter is a prelude to a stronger upward trend in the fourth quarter; due to institutions being underweight in crypto assets influenced by the performance of AI stocks in the first half of 2026, a significant increase in allocation is expected in the fourth quarter, which may bring additional upside to the gains since June 30. Additionally, Lee will deliver a keynote speech at the Korea Blockchain Week (KBW) on September 30.

According to Forbes, a warning jointly issued by multiple agencies including the Federal Bureau of Investigation (FBI) and the National Police Agency (NPA) of Japan indicates that the North Korea-linked hacker group WaterPlum (also known as Contagious Interview) will launch attacks on global IT developers from December 2025 to July 2026 by disguising itself as companies in the AI, cryptocurrency, or NFT sectors and offering fake job positions.Attackers contact job seekers on social media and recruitment platforms, luring them into downloading malicious files under the pretext of technical interviews or programming tests. They successfully infected over 30,000 devices, covering more than 100 countries and regions, and stole data from over 7,000 cryptocurrency wallets. Related funds of at least $10.71 million have flowed into wallets controlled by the attackers.

According to Bloomberg, within months of launching its new semiconductor industry policy, India has secured approximately $12 billion in investment commitments from global and domestic companies, involving supply chain enterprises related to chip equipment, materials, and chemicals.This interest stems from India's announcement in July of an additional $13.4 billion semiconductor fund, which complements a previous $10 billion subsidy program to support companies, including Tata Group and Micron, in establishing wafer fabs and assembly and testing facilities locally. India's Minister of Communications and Information Technology, Ashwini Vaishnaw, stated that the related investments will materialize in the next 2 to 3 years, with some projects already in production and capacity largely locked in. Tata Electronics also signed multiple cooperation agreements with Nexperia, Fujifilm, and others at the conference, covering wafer manufacturing, assembly and testing, and localization of key materials.

The liquidator of the bankrupt cryptocurrency lending platform Celsius Network has sued BitMEX, accusing it of fraud and market manipulation during forced liquidations in March 2020 amid the COVID-19 pandemic, seeking the return of 6,360 BTC, equivalent to approximately $495 million at current prices. The lawsuit was filed on September 12 in the U.S. Bankruptcy Court for the Southern District of New York by the litigation manager appointed in the Celsius bankruptcy case, Blockchain Recovery Investment Consortium.The defendants include five entities: HDR Global Trading, ABS Global Trading, Shine Effort, 100x Holdings, and HDR Global Services, registered across Bermuda, the Cayman Islands, the United Kingdom, Hong Kong, Seychelles, and the United States. Celsius claims it lost 1,325.84 BTC during a liquidation on March 12, 2020, and is seeking to recover debts transferred by the investment fund JST, which lost 5,034.33 BTC the following day. The positions held by both could only be profitable when Bitcoin was rising or stable, and the lawsuit alleges that BitMEX simultaneously controlled the system that decided when customers were liquidated and the insurance fund that profited from the liquidations.The allegations have not yet been verified, and this is the second lawsuit BitMEX has faced since announcing its liquidation in July; the exchange will cease trading on September 23.

BitMart announced the official launch of the user communication portal, serving as a unified channel for users to submit questions and opinions regarding withdrawal arrangements, recent action plans, and the future direction of the platform. Relevant information will be reviewed by BitMart, financial advisor Alvarez & Marsal, and legal advisors, and will be included in ongoing assessments.When submitting, users must select the "User Communication Portal" question type, fill in their email and inquiry category, and complete the submission through email verification. BitMart stated that this portal is only for collecting opinions and will not separately process withdrawal requests; submitting a ticket will not change account or asset status. The platform also reminds users to be vigilant against impersonation and asset recovery scams, and to never disclose passwords, two-factor authentication codes, private keys, or mnemonic phrases.

According to an analysis by The Information, Anthropic has committed to cloud, chip, and data center deals, with costs potentially reaching $517 billion, primarily over the next decade. This is nearly three times its earlier prediction of $180 billion for server leasing by 2029, although the new estimate covers a longer time frame and a broader range of spending categories.Since October, Anthropic has signed agreements for at least 14.8 gigawatts of computing capacity, in addition to the 1 to 2 gigawatts previously obtained. Amazon and Google account for 11 gigawatts, with estimated costs exceeding $300 billion, approximately over ten years. Other partners include Microsoft, SpaceX, Lambda, and Nscale.Anthropic CEO Dario Amodei urged AI labs to "pace the frontier," with demand for Claude Code and Cowork driving the company to acquire more computing power.

Cryptocurrency asset company Bitmine Immersion Technologies announced last week that it has increased its holdings by 27,180 ETH, bringing its total ETH holdings to over 5.95 million, valued at approximately $1.54 billion, accounting for about 4.9% of the circulating supply of Ethereum. Including cash and other cryptocurrency assets, the company's total holdings amount to approximately $15.8 billion.Bitmine stated that currently over 5.06 million ETH are staked, and based on the current yield, it is expected to generate approximately $334 million in staking income annually, with about 85% of its ETH holdings used for staking. In comparison, the staking ratio for Grayscale Ethereum Staked ETF (ETHE) is 84.6%. Since BTC does not generate native staking income, this strategy has advantages over treasury companies holding Bitcoin. On Monday, Bitmine's stock price remained flat, around $25, having risen nearly 38% over the past month.Meanwhile, Michael Saylor's Strategy has not purchased Bitcoin for the second consecutive week, instead opting to repurchase its STRC preferred shares. Between September 8 and 13, Strategy spent $139.3 million to repurchase approximately 1.42 million shares of STRC, following a previous week where it repurchased $176.3 million worth of STRC. As of September 13, Strategy's Bitcoin holdings remained unchanged at 845,050 coins.

According to PR Newswire, BitMine increased its holdings by 27,180 Ethereum last week. As of September 13, 2026, its total Ethereum holdings reached 5,956,378, accounting for approximately 4.9% of the total Ethereum supply.Currently, the total value of cryptocurrencies, cash, and other investment assets held by BitMine is approximately $15.8 billion, which includes $549 million in cash and securities, 212 Bitcoin, $180 million in equity assets from Beast Industries, and a $98 million investment in Eightco Holdings (ORBS).In addition, the amount of Ethereum it has staked remains at 5,067,309 (85% of total holdings), valued at approximately $12.7 billion, with a current annual staking yield of about $334 million.

LayerZero announced the launch of Akita, calling it the first production-ready, lattice-based polynomial commitment scheme for post-quantum security.LayerZero stated that this is the first major step to achieve quantum security for Zero and will be implemented on the first day of Jolt's launch, thanks to collaboration with a16z crypto.

BitMart announced the decision to appoint Alvarez & Marsal (A&M) as its financial advisor. A&M will assist BitMart and its legal advisors in assessing the company's financial condition, stakeholder-related matters, and orderly withdrawal arrangements, analyzing feasible options, and supporting the formulation of a recent action plan.With A&M officially appointed, BitMart plans to successively announce user feedback channels, opinion collection mechanisms, and specific action plans within three weeks, and will work with A&M to sort out the current business and asset status, explore various follow-up options including potential orderly business restart, while also evaluating other proposals put forward by third parties and considering user feedback.

According to on-chain analyst Yu Jin's monitoring, last week Strategy did not increase or decrease its holdings of BTC, currently holding 845,050 BTC, valued at approximately 6.6125 billion USD, with an average cost of 75,412 USD, resulting in an unrealized profit of approximately 2.398 billion USD.The Ethereum treasury company Bitmine continued to increase its holdings by 28,086 ETH last week, valued at approximately 6.885 million USD, with an average purchase price of about 2,451 USD. Currently, Bitmine holds a total of 5,929,198 ETH, valued at approximately 14.651 billion USD, with an average cost of 3,347 USD, resulting in an unrealized loss of approximately 5.194 billion USD.