Strategy Buys 4,603 BTC for $369.7M, Ending Its Sell Streak
Strategy bought 4,603 BTC for $369.7 million at an average price of $80,318, its first bitcoin purchase since June after weeks of trimming the position.
Strategy remains the largest corporate bitcoin holder by a wide margin, and a return to accumulation from its most prominent buyer is often read as a sentiment signal for the broader treasury-company trade.
Strategy bought 4,603 BTC for $369.7 million at an average price of $80,318, its first bitcoin purchase since June after weeks of trimming the position.
The purchase, funded by sales of MSTR common stock under the company's at-the-market program, lifts Strategy's total holdings to 845,050 BTC, acquired for roughly $63.73 billion at an average of $75,412 per coin. The buy snaps a stretch of net selling that ran through the summer, and Michael Saylor marked the shift with a characteristically blunt two-word post on X: "We're Back." As of August 30, the company's USD Reserve and USD Cash balances stood at $5.10 billion and $1.61 billion.
Strategy remains the largest corporate bitcoin holder by a wide margin, and a return to accumulation from its most prominent buyer is often read as a sentiment signal for the broader treasury-company trade.
Partner Offers | Get Your Instant BTC Cashback | Your Gateway To Crypto | Arcus Private Whitelist
Summer in Crypto: Launches & Funding
Three months, one board. Who raised, who launched, who got bought — and the fund writing the most checks.
Three months, one board. Who raised, who launched, who got bought — and the fund writing the most checks.
The standouts:
— Crypto.com landed the summer's biggest round: $400M strategic from Citadel Securities. Wall Street buying into the exchange.
— Figure made the biggest M&A, acquiring Kiavi for $717M. RWA lending swallowing real estate.
— Cap [CAP] led token launches: 6.3x off a $106M public sale, now sitting at a $675M FDV.
— Robinhood didn't launch its L2 quietly: $713M TVL and $16.1B in 30-day DEX volume.
— Axis was the biggest new DeFi protocol: $67.7M TVL on a market-neutral basis-trade play, ~10-20% projected APY.
— Coinbase Ventures stayed the busiest fund: 12 rounds, headlined by Canton Network at $335M.
Treasuries & ETFs Board. Crypto Accumulation and Capital Flows
Public companies net-bought ~$513M in Bitcoin, driven almost entirely by two players.
- Strategy resumed buying (4,603 BTC / ~$370M).
- Strive continued aggressive accumulation (1,800 BTC / ~$143M).
- BitMine kept its long buying streak going (~53.5k ETH / ~$132M).
Strong institutional inflows, followed a prior week of even bigger combined inflows (~$2.6B).
BTC ETFs: +$924M
ETH ETFs: +$589M
Public companies net-bought ~$513M in Bitcoin, driven almost entirely by two players.
- Strategy resumed buying (4,603 BTC / ~$370M).
- Strive continued aggressive accumulation (1,800 BTC / ~$143M).
- BitMine kept its long buying streak going (~53.5k ETH / ~$132M).
Strong institutional inflows, followed a prior week of even bigger combined inflows (~$2.6B).
BTC ETFs: +$924M
ETH ETFs: +$589M
Real Finance's ASSET Goes Live on Kraken Pro Across the EU
Real Finance made its ASSET token tradable on Kraken Pro for users across the European Union, the network's broadest European access to date. ASSET is up 13.8% on the news, with a fully diluted valuation near $267M.
The move deepens Real's European footprint as it pushes tokenized real-world assets toward regulated public markets.
Real Finance made its ASSET token tradable on Kraken Pro for users across the European Union, the network's broadest European access to date. ASSET is up 13.8% on the news, with a fully diluted valuation near $267M.
Kraken's EU operations run under MiCA, so a listing there clears a regulatory bar most tokens never approach. For a project whose thesis is institutional infrastructure for tokenized markets, a compliant European venue is closer to the point than the price move.
ASSET is the staking asset behind Real's network participants: tokenisers, risk scorers, and insurance providers all post it as collateral. The token launched in April with simultaneous listings on OKX, KuCoin, Kraken, and MEXC, and Real's stack pairs regulated custody with a European banking anchor in Wiener Privatbank, an FMA-regulated, publicly traded bank.
The move deepens Real's European footprint as it pushes tokenized real-world assets toward regulated public markets.
Partner Offers | Get Your Instant BTC Cashback | Your Gateway To Crypto | Arcus Private Whitelist
Polymarket Is Raising $1B at a $21B Valuation, Led by 1789 Capital
Polymarket is raising $1 billion in a round led by 1789 Capital, a deal that would value the prediction-market platform at $21 billion, according to a Bloomberg report.
A $21 billion valuation would place Polymarket among the most richly valued private companies in crypto, just four months after its previous round.
Polymarket is raising $1 billion in a round led by 1789 Capital, a deal that would value the prediction-market platform at $21 billion, according to a Bloomberg report.
1789 Capital is expected to contribute hundreds of millions of dollars to the round. The $21 billion figure marks a sharp step up from April, when Polymarket closed financing at a $15 billion valuation with backing from D.E. Shaw and G Squared.
The raise underscores how quickly prediction markets have moved into the mainstream, with Polymarket cementing its position as the category's most valuable player as trading volumes and institutional interest climb.
A $21 billion valuation would place Polymarket among the most richly valued private companies in crypto, just four months after its previous round.
Partner Offers | Get Your Instant BTC Cashback | Your Gateway To Crypto | Arcus Private Whitelist
Pavel Durov Launches Gram Wallet, a Non-Custodial Wallet Inside Telegram
Pavel Durov released Gram Wallet, a self-custodial wallet built directly into Telegram, now live for a small initial group of users before a gradual rollout to the app's more than one billion users.
The rollout puts a self-custody wallet in front of one of the largest user bases in tech, a notable step for onchain access at consumer scale.
Pavel Durov released Gram Wallet, a self-custodial wallet built directly into Telegram, now live for a small initial group of users before a gradual rollout to the app's more than one billion users.
Unlike the third-party Wallet that previously lived inside Telegram, Gram Wallet is Durov's own product. Each user holds their own address behind a 24-word recovery phrase, so private keys stay outside Telegram's reach. Transfers are fee-free and the wallet natively supports Telegram Collectibles.
Access is opening in waves over the coming weeks and through September, expanding region by region as the network scales. GRAM rose about 7% on the news, with trading volume up roughly 137%.
The rollout puts a self-custody wallet in front of one of the largest user bases in tech, a notable step for onchain access at consumer scale.
Partner Offers | Get Your Instant BTC Cashback | Your Gateway To Crypto | Arcus Private Whitelist
OpenSea Adds Solana NFT Trading, More Than Four Years After Its Beta
OpenSea has added Solana NFT trading, letting users buy, sell, and trade the network's collectibles more than four years after a short-lived 2022 beta. Solana is the first non-EVM chain to regain NFT support since that program closed.
The re-entry pits OpenSea directly against the Solana-native marketplaces that built their lead while it was away.
OpenSea has added Solana NFT trading, letting users buy, sell, and trade the network's collectibles more than four years after a short-lived 2022 beta. Solana is the first non-EVM chain to regain NFT support since that program closed.
Users can now trade popular Solana collections including Claynosaurz, Mad Lads, BoDoggos, Collector Crypt, and Phygitals directly on OpenSea. The 2022 beta covered just 165 collections and gained little traction, ceding most Solana NFT volume to Magic Eden and Tensor.
Solana returned to OpenSea in April 2025 with OS2, but only for fungible tokens, with the company signaling NFTs would follow. That step now completes, extending OpenSea's multichain push beyond EVM networks.
The re-entry pits OpenSea directly against the Solana-native marketplaces that built their lead while it was away.
Partner Offers | Get Your Instant BTC Cashback | Your Gateway To Crypto | Arcus Private Whitelist
a16z Expands Its Fifth Growth Fund to $8.5 Billion
Andreessen Horowitz topped up its fifth growth fund to $8.5 billion, adding about $1.75 billion since the vehicle launched in January at $6.75 billion.
The back-to-back raises underline how aggressively a16z keeps building dry powder even as parts of the venture market cool, cementing its place among the largest and most active investors across tech and crypto.
Andreessen Horowitz topped up its fifth growth fund to $8.5 billion, adding about $1.75 billion since the vehicle launched in January at $6.75 billion.
The expansion came just days after a16z closed a separate $1.1 billion Machine Age fund dedicated to AI hardware, covering semiconductors, networking, storage, data-center infrastructure and robotics.
The growth fund is a general late-stage vehicle rather than a crypto-specific one. Across its five vintages, a16z's growth strategy now exceeds $24 billion and backs more than 100 companies through their scaling phase.
The back-to-back raises underline how aggressively a16z keeps building dry powder even as parts of the venture market cool, cementing its place among the largest and most active investors across tech and crypto.
Partner Offers | Get Your Instant BTC Cashback | Your Gateway To Crypto | Arcus Private Whitelist
Fomo Acquires Mobula's Onchain Data Technology for $17M
Fomo acquired the technology, IP, and team of Mobula, an onchain data and trading-infrastructure platform, for $17M. The move brings a data stack Fomo already relied on fully in-house as the app scales.
Owning the data layer, rather than renting it, gives Fomo tighter control over the infrastructure behind its fastest-growing features.
Fomo acquired the technology, IP, and team of Mobula, an onchain data and trading-infrastructure platform, for $17M. The move brings a data stack Fomo already relied on fully in-house as the app scales.
Mobula's real-time APIs and security-enriched endpoints had been quietly powering core parts of Fomo, from its scam-detection to its social discovery features. With the deal, Mobula's engineering leadership joins Fomo, while Mobula itself continues to operate as an independent entity.
The acquisition lands during a sharp growth run: Fomo says its user base has more than doubled to over 1.9 million since early July, adding upward of 30,000 users a day, with monthly volume projected to climb from $500 million in June to roughly $2.8 billion in August.
Owning the data layer, rather than renting it, gives Fomo tighter control over the infrastructure behind its fastest-growing features.
Partner Offers | Get Your Instant BTC Cashback | Your Gateway To Crypto | Arcus Private Whitelist
Ethena Pay Neobank Debuts on Avalanche With a 6% Savings Rate
Ethena launched Ethena Pay, its stablecoin neobank, on Avalanche, letting users hold a synthetic dollar and earn a 6% savings rate straight from the app.
Yield-bearing stablecoins are fast becoming the headline feature for onchain neobanks, with a wave of apps racing to pair everyday spending and savings against tokenized dollars.
Ethena launched Ethena Pay, its stablecoin neobank, on Avalanche, letting users hold a synthetic dollar and earn a 6% savings rate straight from the app.
The 6% is generated by sUSDe, Ethena's staked synthetic dollar, which pays a yield sourced from funding rates and reserve income. It now settles natively on Avalanche after USDe and sUSDe went live across the chain, with liquidity and lending support from venues like Uniswap, LFJ and Euler.
The move is Ethena's clearest step yet toward becoming a consumer neobank, bundling dollar savings, payments and yield into one app rather than a pure DeFi protocol.
Yield-bearing stablecoins are fast becoming the headline feature for onchain neobanks, with a wave of apps racing to pair everyday spending and savings against tokenized dollars.
Partner Offers | Get Your Instant BTC Cashback | Your Gateway To Crypto | Arcus Private Whitelist
Kraken's Payward and the London Stock Exchange to Tokenize Top UK Stocks
Kraken parent Payward and the London Stock Exchange are partnering to bring UK stocks onchain, tokenizing the 100 largest London-listed companies as xStocks for 24/7 trading.
In just over a year, xStocks have generated more than $40 billion in total trading volume, nearly $20 billion of it settled onchain, and now count more than 200,000 holders, according to Payward.
Kraken parent Payward and the London Stock Exchange are partnering to bring UK stocks onchain, tokenizing the 100 largest London-listed companies as xStocks for 24/7 trading.
Subject to regulatory approval, the LSE will begin listing xStocks and supporting their trading on LSE 24, its newly announced 24-hour venue that is set to eventually span tokenized US, EU and UK equities. The two firms will also explore native, LSE-issued equity tokens that let exchange members issue and serve shares directly onchain.
The partnership could open UK-listed shares to investors in more than 110 countries, though xStocks remain unavailable to UK and US residents for now.
In just over a year, xStocks have generated more than $40 billion in total trading volume, nearly $20 billion of it settled onchain, and now count more than 200,000 holders, according to Payward.
Partner Offers | Get Your Instant BTC Cashback | Your Gateway To Crypto | Arcus Private Whitelist
Felix Pago Raises a $200M Series B, Led by a16z, to Scale Stablecoin Remittances
Stablecoin remittance startup Felix Pago raised a $200 million Series B led by a16z, splitting the round into $87 million of equity and a $113 million credit facility from General Catalyst's Customer Value Fund.
The round is another sign of investors piling into stablecoin payments, betting that dollar-pegged rails can undercut legacy remittance costs and pull everyday cross-border finance onchain.
Stablecoin remittance startup Felix Pago raised a $200 million Series B led by a16z, splitting the round into $87 million of equity and a $113 million credit facility from General Catalyst's Customer Value Fund.
Miami-based Felix Pago lets users in the US send money to Latin America through WhatsApp, settling on the backend with Circle's USDC and blockchain rails. It has processed more than $8 billion in remittances to date, a sharp step up from its $75 million raise in April 2025 and a $15.5 million Series A the year before.
With the fresh capital, the company plans to expand beyond transfers into lending and savings products for Latin American immigrants, and to build an AI-powered financial assistant.
The round is another sign of investors piling into stablecoin payments, betting that dollar-pegged rails can undercut legacy remittance costs and pull everyday cross-border finance onchain.
Partner Offers | Get Your Instant BTC Cashback | Your Gateway To Crypto | Arcus Private Whitelist
Bank of America, Citi & Goldman Sachs Join 21-Firm Group to Launch USD Stablecoin
Twenty-one major financial institutions including Bank of America, Citi, Goldman Sachs, Deutsche Bank, UBS, Fidelity Investments, Wells Fargo and MUFG have committed to establish a new company in H2 2026 to support stablecoin issuance.
The move highlights growing institutional adoption of stablecoins, as major banks and financial firms increasingly position dollar-based digital assets as infrastructure for payments, settlement and the broader onchain financial system.
Twenty-one major financial institutions including Bank of America, Citi, Goldman Sachs, Deutsche Bank, UBS, Fidelity Investments, Wells Fargo and MUFG have committed to establish a new company in H2 2026 to support stablecoin issuance.
The group plans to launch a USD-denominated stablecoin in H1 2027, with additional G7 currencies to follow and the euro as a priority. The stablecoin will target wholesale, institutional and retail use cases, including cross-border payments and digital asset settlement.
The initiative is expected to comply with the U.S. GENIUS Act and EU MiCA where applicable, bringing some of the world's largest financial institutions together to build regulated stablecoin infrastructure.
The move highlights growing institutional adoption of stablecoins, as major banks and financial firms increasingly position dollar-based digital assets as infrastructure for payments, settlement and the broader onchain financial system.
Partner Offers | Get Your Instant BTC Cashback | Your Gateway To Crypto | Arcus Private Whitelist
Anthropic Launches Claude Fable 5.1 and Mythos 5.1, Its Most Advanced Models Yet
Anthropic released Claude Fable 5.1 and Mythos 5.1, calling them the world's most advanced models for coding and knowledge work. Fable 5.1 is generally available, while Mythos 5.1 ships through trusted-access programs with safeguards built for cybersecurity and the life sciences.
Anthropic also framed the launch as an early glimpse of AI-driven science: Mythos 5.1 designed protein binders with roughly 10 times higher affinity than the best prior competition entries, while Fable 5.1 built a sharper elevation map covering a third of Venus from decades-old NASA radar data.
Anthropic released Claude Fable 5.1 and Mythos 5.1, calling them the world's most advanced models for coding and knowledge work. Fable 5.1 is generally available, while Mythos 5.1 ships through trusted-access programs with safeguards built for cybersecurity and the life sciences.
Fable 5.1 costs about 25% less than Fable 5 for typical token-billed workloads, with heavily agentic tasks saving up to roughly 45%, driven by cheaper cache reads. It also debuts Enterprise Frontier Safeguards, giving enterprises zero-data-retention privacy by keeping data on customer-controlled cloud infrastructure rather than Anthropic's.
On benchmarks it sets a new frontier, scoring 52.6% on Terminal-Bench-Science against Fable 5's 24.7%, and topping Opus 5 and GPT-5.6 on agentic coding and reasoning. In testing at hedge fund Millennium, it traced the root cause of a years-old crash that no engineer or rival model had cracked.
Anthropic also framed the launch as an early glimpse of AI-driven science: Mythos 5.1 designed protein binders with roughly 10 times higher affinity than the best prior competition entries, while Fable 5.1 built a sharper elevation map covering a third of Venus from decades-old NASA radar data.
Partner Offers | Get Your Instant BTC Cashback | Your Gateway To Crypto | Arcus Private Whitelist
Cryptomarket Check-In. Major Events & Headlines
Crypto's biggest moves came from the edges this week, AI, TradFi and consumer apps all pushing deeper onchain, while capital chased the leaders.
Five moves that actually mattered:
— Nvidia agrees to buy Hugging Face for $12.9B
— Polymarket is raising $1B at a $21B valuation, up from $15B
— Durov ships Gram Wallet, a non-custodial wallet built into app
— Solana passes SIMD-0550, doubling SOL disinflation to 30%
— Bybit turns on 24/7 options on stock perpetuals
Crypto's biggest moves came from the edges this week, AI, TradFi and consumer apps all pushing deeper onchain, while capital chased the leaders.
Five moves that actually mattered:
— Nvidia agrees to buy Hugging Face for $12.9B
— Polymarket is raising $1B at a $21B valuation, up from $15B
— Durov ships Gram Wallet, a non-custodial wallet built into app
— Solana passes SIMD-0550, doubling SOL disinflation to 30%
— Bybit turns on 24/7 options on stock perpetuals
Physical Superintelligence Raises $58M Seed Led by Breakthrough Energy
Physical Superintelligence (PSI) raised a $58 million seed round led by Breakthrough Energy Ventures, drawing an unusually broad syndicate that spans frontier-AI and crypto investors.
The public-benefit company frames the raise as a bet on industrializing physics discovery, with longer-term ambitions ranging from new computing substrates to an AI-planned interstellar mission.
Physical Superintelligence (PSI) raised a $58 million seed round led by Breakthrough Energy Ventures, drawing an unusually broad syndicate that spans frontier-AI and crypto investors.
Backers include Nvidia, OpenAI, Oracle, Hugging Face, SoftBank, a16z's Scout Fund, JUMP Capital, Dragon Global, Robot Ventures, SV Angel, Susa, Solari and Valkyrie, alongside angels Balaji Srinivasan and Anthony Scaramucci.
Co-founded by CEO Matthew Pines, PSI is building an AI-native physics lab run by virtual physicists (its "Emmy" platform) that break research questions into testable hypotheses and simulate them at scale. Its first commercial target is data-center optimization.
The public-benefit company frames the raise as a bet on industrializing physics discovery, with longer-term ambitions ranging from new computing substrates to an AI-planned interstellar mission.
Partner Offers | Get Your Instant BTC Cashback | Your Gateway To Crypto | Arcus Private Whitelist
Hyperliquid Strategies Lifts Equity Facility to $2.5B
The Nasdaq-listed Hyperliquid Strategies expanded its committed equity facility to $2.5 billion from $1 billion, the HYPE treasury company disclosed in an 8-K filed on September 1.
HYPE traded near $83 at the time, down about 1% on the day. Shares of Hyperliquid Strategies (PURR) fell 7.3% to $11.36, though the stock is still up roughly 230% year to date.
The Nasdaq-listed Hyperliquid Strategies expanded its committed equity facility to $2.5 billion from $1 billion, the HYPE treasury company disclosed in an 8-K filed on September 1.
The facility, a ChEF Purchase Agreement with Chardan Capital Markets first signed in October 2025, lets the firm sell newly issued common stock to the bank on demand. After the first $1 billion in sales, a Nasdaq rule caps stock priced below $12.02 at 42.6 million shares, or 19.99% of shares outstanding.
As of June 30 the company had sold roughly $647 million of stock under the deal, and as of August 23 it held about 29.4 million HYPE. It gave no reason for the expansion, but the added headroom lets it keep raising to grow its treasury.
HYPE traded near $83 at the time, down about 1% on the day. Shares of Hyperliquid Strategies (PURR) fell 7.3% to $11.36, though the stock is still up roughly 230% year to date.
Partner Offers | Get Your Instant BTC Cashback | Your Gateway To Crypto | Arcus Private Whitelist
Largest Private Companies, and Who's Actually in Crypto
The world's most valuable private companies are AI labs: Anthropic ($965B) and OpenAI ($852B). But #3 isn't a chip maker or a social app. It's Tether, a stablecoin issuer targeting valuation of ~$500B, ahead of ByteDance, Stripe, and Revolut.
And it's not alone. Of the 10 biggest private companies on the planet, four have crypto at the core: Tether (USDT), Stripe (bought Bridge for $1.1B, Tempo Layer 1), Revolut (Revolut X + its fresh EURR stablecoin), and Ant Group (AntChain + a Hong Kong stablecoin bid).
While the market still debates whether crypto is a "real" industry, it already sits in the top ranks of global private capital, quietly.`
The world's most valuable private companies are AI labs: Anthropic ($965B) and OpenAI ($852B). But #3 isn't a chip maker or a social app. It's Tether, a stablecoin issuer targeting valuation of ~$500B, ahead of ByteDance, Stripe, and Revolut.
And it's not alone. Of the 10 biggest private companies on the planet, four have crypto at the core: Tether (USDT), Stripe (bought Bridge for $1.1B, Tempo Layer 1), Revolut (Revolut X + its fresh EURR stablecoin), and Ant Group (AntChain + a Hong Kong stablecoin bid).
While the market still debates whether crypto is a "real" industry, it already sits in the top ranks of global private capital, quietly.`
