1/ #Bitcoin's strongest week since March 2023 lifted some treasury-linked equities & left others behind. A 19.2% BTC rally produced returns ranging from Strive to SpaceX. The size of a company's Bitcoin holdings didn't directly determine its stock performance. https://t.co/olLqvvLtKi

📰 WEEKLY RECAP: Market cap jumps to $2.64T as investors pile into risk assets, with #Bitcoin trading around $77K after its largest weekly advance in years. Top Gainers: $ENA, $PUMP, $STX Top Losers: $JST, $M, $SUN “Greed” sentiment comes as ETH and XRP also climbed sharply, gaining 30% and 53% respectively over the prior week.

1/ bitcoin:native and Ether options sharply repriced short-dated volatility after the 19 August rally, with one-day ATM implied volatility rising 19.5 points on bitcoin:native and 29.8 points on ethereum:native.

🎙️ "If the Trump block is so big that when you pull it out it collapses, it's not a resilient system." @IOHK_Charles says the president's entry into markets is "deeply problematic," arguing it shifts the focus from long-term crypto policy to questions about presidential ethics. https://t.co/UNBm5QuJYf

1/ Putting assets onchain is no longer the hard part, according to @centrifuge CEO @itsbhaji. The bigger challenge is getting tokenized assets into investors' hands and creating real use cases as tokenization expands across banks and asset managers. https://t.co/wjcaLrZAyT

🤖 Sandmark Agentic Finance Series 5 is live Banks won't share their data with another bank's agent. Cryptography could be what changes that. https://t.co/QAKXZULlbY

🎙️ Quantum threats are real, says @mssteuer, President & CTO of @Casper_Network. "It's coming... Crypto is an easy target, but not the only target. Every bank, every database, everything is a target. Crypto should lead the charge in getting ready for it." https://t.co/Y0xzuSwUn4

1/ @Metaplanet is acquiring control of Nasdaq-listed Super League Enterprise for 2,100 BTC and $2.5M in cash, a $134.6M deal that opens a US channel for its Bitcoin treasury strategy.

1/ ICE has awarded @trmlabs a $94.7mn blockchain-analytics contract without competition, nearly 49 times the largest amount the agency had previously paid the firm.

🎙️ @AndrejMajcen of @BitcoinSuisse_: "I wouldn't say I'm becoming a Bitcoin maxi, but I start to get much more interested in Bitcoin because I see the problem that it's solving on a global scale." https://t.co/tuzGvoWEkC