Theme Altcoins

Consensys Software Inc. announced on Wednesday, September 9, 2026, its split into two independent companies. The parent company will be renamed MetaMask and led by Joe Lubin. Protocols and institutional infrastructure will be part of a new Consensys. The official statement does not mention any IPO, while speculation is already running towards 2027.

During the session on September 8, XRP ETFs recorded $1.55 million in net inflows. Such a result places XRP ahead of Bitcoin, Ethereum, and Solana for the day, without questioning the cumulative dominance of Bitcoin funds.

Ethereum: crypto reserves on exchanges collapse to a multi-year low. Will the shortage trigger a price explosion?

After acquiring 28,086 ETH in one week, BitMine's Ethereum treasury reaches 5.93 million Ether. The company confirms having achieved 97% of its goal to own 5% of the total supply, but this ratio relies on its own count of 122 million ETH.

Hunter Biden, son of former American president Joe Biden, is set to launch a memecoin called LAPTOP on Base this Wednesday, featuring an airdrop especially aimed at investors who lost money on Donald Trump’s TRUMP memecoin. But even before its first trade, the project is already facing strong criticism. Several figures mentioned around the launch have distanced themselves.

Robinhood Chain generated about 33 million dollars in fees in fifteen days, compared to 11 million for Solana and 9 million for BNB Chain over the same period. According to a Bernstein note reported by The Block on September 8, the network launched on July 1 now produces between 2 and 4 million dollars in daily fees. Robinhood would keep about 90% of it. For this new branch of its crypto activity, the numbers are starting to become significant.

On September 6, the open interest of altcoins surpassed that of bitcoin. This is a first since December 2024. Such a shift confirms the rise of leverage on Zcash, XRP, and Solana. However, this is not enough to announce an altseason.

Among declared institutional holders of XRP ETFs in the second quarter of the year, Goldman Sachs held first place. The banking institution thus showed an exposure of 87.45 million dollars as of June 30, far ahead of Jane Street and Millennium Management. In total, the identified banks held 183.5 million dollars in shares. These figures attest to the integration of XRP products on Wall Street, without necessarily showing that these companies directly anticipate a rise in the crypto.

Tokenized stocks approached $3 billion in weekly spot volume at the beginning of August. In its analysis published on September 3, Grayscale ranks Robinhood Chain, BNB Chain, and Solana among the main networks of this new segment of the crypto market. Liquidity is growing fast. However, the use of these assets in onchain finance remains limited to about 5% of the market.

Pi Network further expands its crypto infrastructure. On September 4, the Core Team launched three tools aimed at developers: local storage, an API providing access to staking data specific to each application, and file or video sharing. The project also consolidated its technical documentation on a single platform to simplify the transition from development to launching an application.

For about ten years, ZEC has just crossed 1000 dollars for the first time. This crypto briefly exceeded 1045 dollars on Friday, September 4, after a monthly increase close to 100%. Such a rally was supported by the launch of Grayscale's Zcash ETF, demand for confidential transactions, and short position liquidations. However, the evolution of leverage and the high RSI level now amplify the risk of a sharp pullback.

The contrast is striking. In July, Brazilian residents purchased "only" 572 million dollars worth of crypto, according to the balance of payments report published on August 27 by the Central Bank. A month earlier, the counter peaked at 2.6 billion. Within thirty days, the plunge thus approaches 80%. Coincidence of calendar? Hard to believe: July marked the very first full month of application of the new governance and anti-money laundering control requirements imposed on local platforms.

Privacy-focused cryptos widely outperformed the market in August. Zcash (ZEC) climbed 82%, driven by the launch of Grayscale's spot ZCSH ETF on NYSE Arca. Monero (XMR), on the other hand, rose 40%, thanks to the arrival of native swaps on THORChain v3.20. And the momentum does not stop there: several more discreet privacy coins are also benefiting, even though regulatory pressure remains strong.

That cheeky Bitcoin just served up its best August in nine years with a solid 25% run, giving exhausted crypto holders a rare summer win while everyone eyes the September trap.

During the week ending August 28, American XRP ETFs attracted 110.49 million dollars. For observers, this is their best weekly performance since the beginning of the year. Also, it is their first result above 100 million dollars since December 2025. Indeed, cumulative inflows now approach a record 1.66 billion dollars. However, this demand did not prevent XRP from falling below 1.40 dollars after its recent rebound to 1.70 dollars.

DeFi is rapidly recovering. The SoSoValue crypto index $DEFI.ssi has gained nearly 38% since August 17, rising from 0.3616 to around 0.498 after peaking at 0.511. The rebound of Bitcoin and Ethereum helped. But investors are also eyeing Washington: the new rules being considered in the United States could allow DeFi protocols to better redistribute their revenues to their tokens.

In August, Dogecoin temporarily rose by 21.4%, its best monthly performance since January 2026. During the second half of this month, DOGE benefited from a strong increase to reach 0.10 dollar. However, the crypto lost part of its gains. This rebound does not, however, end its annual downward trend. The crypto still suffers a decline of nearly 27% since January and remains significantly below its 2025 peak.

Zcash has just experienced a strange week. ZEC climbed about 72% between August 18 and 23, reaching 878 dollars. Discussions on social media exploded even faster. Then almost everything fell back before the launch of Grayscale's ETF on August 25. The price has since corrected by about 10%.

Polygon has finally explained what its Austin and Kyoto hard forks were hiding. The two updates fixed several security vulnerabilities kept private during their deployment. Some could slow down the network, crash nodes, or force validators to perform very costly computational work. Polygon claims no exploitation was observed on the mainnet.

The network enters a new phase of supply management. Solana validators have approved a measure that accelerates the annual reduction of SOL emissions. This decision changes the pace of disinflation without altering the long-term target set. The vote also comes as investment products linked to the network attract capital. The results thus clarify the supply and staking rewards, as well as current governance choices.

California takes a new crucial step in regulating memecoins and digital assets linked to Californian elected officials. Bill AB 2409, led by Avelino Valencia, distinguishes rules applicable to public officials and digital providers. After its adoption by the Senate on August 26, the Assembly unanimously validated the amendments. The bill still has to go through final formalities before being reviewed by Governor Gavin Newsom. It notably targets the issuance of tokens by certain individuals exercising public authority in California. A targeted ban for public officials

Solana could soon significantly reduce the remuneration of its stakers. The SIMD-550 proposal, currently submitted to a community vote, plans to accelerate the decline of SOL inflation. In the long run, the nominal staking yield could fall from about 5.25% today to 2.25% in three years. The community must decide between immediate income for stakers and increased scarcity of SOL.

The memecoin launched by the author of the GTA 6 leaks has just lost 46% in 24 hours. CYBERLEEK had reached 25 million dollars in market cap thanks to nine days of unreleased game videos. Its creator finally sold 15.4 million tokens and recovered several hundred thousand dollars. A few hours later, Rockstar was to officially present new footage of GTA 6.

Two entities from the crypto ecosystem, DefiLlama and the Web3 investment bank Forgd launch Universal Token Ratings, recently developed a ranking aimed at evaluating 128 tokens based on their market functioning and transparency. Uniswap is the only project to obtain the AAA rating, while 25 other cryptos received an AA. This system relies on the terminology of classical rating agencies but does not measure default risk. It mainly interprets liquidity, volumes, token unlocks, and the quality of information published by various projects.

During the recent market rally, altcoins accounted for nearly 65% of the volumes observed on the Binance exchange. This is their highest level in two years. Their cumulative valuation also increased by approximately 135 billion dollars. These data indicate that traders have increased their exposure to assets other than bitcoin and Ether. However, this is not enough to confirm an altseason, as the majority of large cryptos have not yet outperformed BTC over three months.

The Tron network has just passed a new milestone with more than 400 million registered accounts. This growth comes less than three years after crossing 200 million accounts and confirms its rise. Since its launch in June 2018, the network has gradually established itself in stablecoin transfers. Its cumulative volume approaches 30 trillion dollars, while USDT is the main driver of this usage.

Grayscale takes a new step with Zcash. The asset manager began trading its ZCSH product on Tuesday, August 25 on NYSE Arca, giving American investors exposure to ZEC directly from their brokerage account, without having to buy or hold the token themselves. However, the launch comes after the correction of a critical flaw in Zcash confidential transactions. The issue has since been fixed, notably with the Ironwood upgrade activated in July.

Cardano has only a few days left to avoid a serious governance problem. The network must validate the arrival of four new members to the Constitutional Committee before September 1. For now, votes remain far from the required thresholds. If nothing changes, only three members would remain in office. Transactions would continue normally, but several governance decisions could remain blocked.