ChainAffairs ⚡ retweeted
BREAKING: AI token spending grew just +0.2% MoM in September, the lowest monthly growth since November 2025.
This follows a +1.0% increase in August, marking two consecutive months of growth at or below +1.0%, the weakest streak in at least 18 months.
This comes as falling prices for the most advanced AI models, alongside improvements in efficiency and quality, drive down the average price per million tokens processed by these models.
Since July, overall AI token prices have declined -48%, to $0.65 per million tokens, the lowest since at least January 2026.
Lower costs could unlock the next wave of AI adoption.
The Bitget hacker has moved $19.48 million in 52 transfers, almost entirely in Bitcoin, as Arkham tracks fresh outflows from wallets linked to the exchange’s September breach.
The US Internal Revenue Service (IRS) is preparing to overhaul its voluntary disclosure program, with plans to reduce penalties and accelerate the resolution of tax violations, including those involving cryptocurrencies
#Bitcoin swept to $80K and bounced back within hours. That’s where both the ETFs and treasury companies hold their average cost. Now it’s boxed in under $87K resistance, with the Fed (Oct 28) and the MSCI list (Nov 11) next.
$BTC
chainaffairs.com/bitcoins-80…
China’s CSI 300 just entered a bear market: down 20% from June after 10 straight weekly losses. Overcapacity, weak profits and fragile confidence are all in play.
#China #CSI300 #Markets
chainaffairs.com/csi-300-cra…
#JPMorgan now models Bitcoin at 10% a year over the next decade, ahead of stocks and gold. Meanwhile, UK banks drew 10,092 complaints over blocked crypto transfers.
Mainstream?
chainaffairs.com/wall-street…
82 #crypto projects have shut down in 2026, per researcher Stacy Muur. Blast, Radiant, Step Finance and more. The common thread? No product-market fit and not enough revenue.
Full breakdown
chainaffairs.com/1-billion-r…
#GRVT Burns 1.1 Million Tokens as Countdown to Grvt 2.0 Begins
chainaffairs.com/grvt-burns-…
September’s stablecoin market in 3 numbers:
Supply: +1.29% to $313B
CEX trading volume: +24.8% to $1.01T
Tokenized stocks: record $4.87B
Same dollars, moving faster. Meanwhile tokenized bond and money market funds fell 8.1%.
#Stablecoins
chainaffairs.com/stablecoins…
Strategy Wants to Pay $STRC Dividends Every Day. Shareholders Get the Final Say
chainaffairs.com/strategy-wa…
America’s $10T AI build-out is fraying.
47 major data center projects delayed, blocked or withdrawn in 2026 (FT)
Only ~35% of the pipeline is credible (Bernstein)
CoreWeave: down nearly 25% in a week
#AI
chainaffairs.com/americas-10…
#BNB Burns $1.2 Billion in 37th Quarterly Burn, Cutting Supply to 131.5 Million
binancecoin:native
chainaffairs.com/bnb-burns-1…
#Frgmnt Launches Founding Allocator Program to Bring Institutional Capital Onchain
chainaffairs.com/frgmnt-laun…
IOTA lists 13 “real-world” showcases. Only one has reported live deployments in Kenya and the UK: TWIN. The rest? Credible, early, and mostly self-reported.
Real thing or pilot theater?
#IOTA iota:native
chainaffairs.com/iotas-showc…
#StakerX’s AI Agent Surpasses Passes $40M Staked Assets on #Solana Within Three Months of Launch
chainaffairs.com/stakerxs-ai…
#Circle just opened its USDC books for H1 2026.
$1.4B revenue
59% to partners + transaction costs
34% reinvested
7% net profit
Self-reported, and the 59% blends partners with costs. ethereum:0xa0b86991c6218b36c1d19d4a2e9eb0ce3606eb48
chainaffairs.com/circle-open…
What Is IOTA Audit Trails? The Tool Built to End “Whose Records Are Right?
#IOTAAuditTrails #IOTA
@iota
chainaffairs.com/iota-audit-…
#Ledger has asked resellers in 7 Asian markets to stop selling its wallets and pull stock as a hardware implant probe widens.
The implant allegedly grabbed recovery phrases at setup. Independent estimates: up to $93.4M in losses (unconfirmed).
chainaffairs.com/ledger-pull…
ChainAffairs ⚡ retweeted
Hyperliquid Founder Jeff Yan Says US Regulation Should Target Market Operators, Not the Underlying Blockchain
Hyperliquid founder Jeff Yan told Bloomberg's Odd Lots podcast that US regulators should treat Hyperliquid's Layer 1 blockchain as financial infrastructure rather than a traditional exchange, with regulatory obligations falling on firms that deploy and operate markets on the network. Yan argued that oversight should apply to entities exercising control over those markets, allowing the protocol to function as a shared liquidity and trading infrastructure layer. Bloomberg noted that Kraken parent Payward plans to offer derivatives to US investors using Hyperliquid technology through a regulated exchange. Yan said Hyperliquid aims to provide infrastructure for Wall Street institutions rather than replace them. Hyperliquid remains unavailable to US users.
