everyone loves decentralization until compliance shows up

Japan’s government has submitted three major fiscal bills under Prime Minister Sanae Takaichi, combining record spending, tax cuts, and expanded debt issuance. The 2026 budget totals ¥122.3 trillion ($793 billion), with ¥29.6 trillion in new government bonds set to cover the shortfall. At the same time, tax reforms will reduce revenue by roughly ¥700 billion annually, while Japan’s national debt remains around 250% of GDP — the highest among developed economies.

For crypto markets, the short-term risk centers on the Bank of Japan (BOJ). Analysts increasingly expect a rate hike as early as April, with markets pricing high odds of tightening. Historically, BOJ hikes have triggered sharp Bitcoin pullbacks as yen carry trades unwind. Bitcoin, currently trading near $67,000 and well below its 2025 peak, could face renewed volatility if higher rates strengthen the yen and force leveraged positions to unwind.

Senate Banking Committee Chairman Tim Scott said this week that allowing crypto firms to offer rewards on stablecoins would not cause a mass withdrawal of deposits from traditional banks. Speaking to Fox News, Scott emphasized that crypto companies should not market themselves like banks, even if rewards are permitted.

A White House meeting earlier in the week between crypto and banking representatives ended without an agreement, but Scott said discussions will continue. He stressed that both sides remain engaged and expressed confidence that a compromise can be reached.

Meanwhile, the crypto market structure bill still faces a challenging path forward, requiring bipartisan Senate support before it can reach President Trump’s desk.

Following the shutdown, Step Finance announced plans to conduct a buyback program for STEP token holders based on a pre-incident snapshot taken before the hack. The company stated it is working through the mechanics of this process to provide some recovery path for affected holders, though further operational details are expected.

For users of Remora Markets, Step clarified that Remora rTokens remain backed 1:1, and a redemption process will be made available. Despite the platform closures, the team emphasized that token backing remains intact. However, the STEP token itself experienced a sharp collapse in value following the breach, reflecting the loss of market confidence after one of the most significant treasury hacks to hit the Solana ecosystem in recent years.

Bitcoin and mainly altcoins have been pumping in the recent weeks, so the important question is - will this trend continue, or is it over? My Elliott Wave analysis on Bitcoin suggests that we should see a correction to 105,000 USDT before another push to the upside. Why? I see a completed Impulse wave 12345 inside the rising wedge pattern, so this is a pretty bearish combo, to be honest. What's more, September is the worst-performing month for Bitcoin statistically, so that's also a problem. You probably don't want to be speculating on price increases during this period. I recommend buying in October and riding the bullish cycle until December 2025.

Where should we buy BTC? When we take the Fibonacci retracement tool on the whole 12345 impulse wave, we have 105,386 - a strong Fibonacci 0.382 support. In confluence with the previous price action, there is a FVG (Fair Value GAP) between 103,399 and 104,622 on the daily candles. That's a pretty high-probability setup for buying BTC here, so thank me later!

What about alt season? We have seen a pretty strong uptrend on altcoins, but they also need to breathe, so expect a pullback as well. Of course, some altcoins will start pumping pretty much because we are in the alt season, but let's say the major altcoins in the TOP20.

Write a comment with your altcoin + hit the like button, and I will make an analysis for you in response. Trading is not hard if you have a good coach! This is not a trade setup, as there is no stop-loss or profit target. I share my trades privately. Thank you, and I wish you successful trades!

No Man’s Sky players can look forward to a series of in-game events:

Beachhead (Nov. 7–18): Ancient Gek, Korvax, and Vy’keen lore returns, featuring a legendary weapon.

Titan (Nov. 19–Dec. 2): Explore new stars, worlds, and a unique living ship from a water world.

Relics (Dec. 3–16): Recreate ancient lifeforms with the Galactic Palaeology Society and unlock living stone appearance overrides.

Corvette (Dec. 17–30): Build your own corvette-class starship and earn the Mecha Mouse robotic companion.

Breach (Dec. 31–Jan. 13): Traverse a desolate universe, scavenge modules, and unlock Atlas-themed corvette modules.

Hello Games promises more content in development but has not revealed additional details.

Hello Traders!

What are your thoughts on TONCOIN?
TON/USDT remains in a long-term ascending channel and is currently approaching a major resistance area. The price has respected the lower boundary of the channel and continued its upward trajectory.
If the resistance zone is broken in the coming attempts, it could open the path toward the next medium-term targets.
Until then, we expect price to consolidate below this key level with potential for a bullish breakout on renewed momentum.
Outlook: Bullish, as long as price holds within the ascending structure. A confirmed breakout above resistance will strengthen the bullish bias.
Don’t forget to like and share your thoughts in the comments!️

Trade policy roulette is back in full swing. On Tuesday, Trump extended his China tariff delay again — while slapping fresh duties on 400+ products, from turbines to motorcycles. Trade groups like the NFTC are warning that these stop-and-go moves are “delaying growth and raising legal concerns.”

But here’s the twist: while tariffs rattle global supply chains, members of Trump’s own circle are actively trading around them — including in Bitcoin.

The Lutnick Loop
Howard Lutnick (Commerce Secretary + Cantor Fitzgerald boss) got a waiver on July 8 allowing him to participate in matters that directly affect his firm. Days later? Cantor dropped:

$120.7M into Fidelity’s Bitcoin ETF (FTBC)

$116.8M into Robinhood

Big positions in AMD, Tesla, and Alibaba

Strategic hedge? Maybe. Conflict of interest? Definitely. As watchdogs put it: “Next time the Oxford Dictionary updates ‘conflict of interest,’ just copy-paste this.”

🧩 Crypto Angle
The purchases come right after the White House floated the idea of using tariff revenue to fund a U.S. Strategic Bitcoin Reserve.

So while tariffs crank up coffee prices (+38.9% YoY in July), officials are greenlighting themselves to trade directly in the assets they’re talking about building reserves with.

AI & VC Crossovers
David Sacks, Trump’s “crypto & AI czar,” pulled a similar move. He sold $200M in crypto to avoid conflict claims, then got a waiver too. His firm, Craft Ventures, immediately invested $22M in Vultron — an AI startup chasing federal contracts.

Timing isn’t subtle. The Trump admin’s July 10 AI action plan prioritized hardware + data centers. Sacks’ portfolio happens to align.

Bigger Picture

Tariffs = projected $300B in revenue, but at a cost: Yale estimates they shave $2,400 per household in 2025.

National trade groups say tariffs threaten innovation itself in manufacturing.

Yet insiders hedge their bets with Bitcoin and AI — two sectors that actually thrive on uncertainty and government money flow.

Takeaway
Unpredictable tariffs are crushing predictability in supply chains… but boosting predictability in one corner: officials are front-running their own policies into Bitcoin, AI, and tariff-proof equities.

So here’s the trader’s question: Does this make Bitcoin a hedge against tariff chaos — or is it just another insider play where retail is late to the table?

2026 could be a turning point for XRP:

Asia: quick adoption via existing corridors.

Middle East: regulatory alignment and partnerships enable formal settlements.

Europe: slower rollout, but long-term scalability.

Key takeaway: Markets respond to evidence of actual usage, not just announcements.

The Tron blockchain just broke a major usage record.
According to TRONSCAN, Tron reached 5.7 million daily active addresses and 12.6 million daily transactions — the highest levels since June 2023.

Analytics platform Nansen noted:

“No headlines. No hype. Just raw throughput.”

Tron’s growing activity signals expanding retail adoption, especially in developing regions.

Bitcoin couldn’t hold $113K at Wednesday’s Wall Street open, setting up another round of sell pressure right before the Fed’s Jackson Hole symposium.

What’s Happening

BTC dropped under $113K, with $112.3K now the key level to watch (CoinGlass data).

Order books show bids sliding lower, hinting at possible whale games. Keith Alan calls it “Spoofy the Whale” — moving bids down to invite price down.

Major bid wall sits around $105K (“plunge protection”), raising questions of manipulation vs genuine liquidity.

Trader Sentiment

Daan Crypto Trades: BTC has cleared liquidity pockets both ways for 6 weeks. Key levels = $120K cluster above & $112K support below.

TheKingfisher: Alts may bleed harder. A 5% BTC move = 10–30% altcoin drawdowns.

Rekt Capital: Silver lining — similar retraces happened in 2017 & 2021, both right before ATH breakouts. History rhymes?

Macro Catalyst: Powell @ Jackson Hole

Fed Chair Jerome Powell speaks Friday. Markets price in an 80–95% chance of a September rate cut (25bps), but any shift in tone could spark volatility.

Stakes: inflation cooling vs labor risks rising. Traders are waiting for Powell’s words to either confirm a dovish path or slam on the brakes.

Takeaway for Traders

Watch $112K (local low) & $120K (liquidity magnet) as near-term reversal zones.

Expect altcoin fragility if BTC bleeds further.

Jackson Hole = make-or-break event for September FOMC expectations. A dovish Powell could be the green light for the next BTC leg up; a hawkish one, another flush.

Question: Do you think this is a classic whale-driven shakeout before a breakout — or the start of a deeper retrace?

Ubisoft has officially confirmed that the long-rumored remake of Assassin’s Creed IV: Black Flag is real, revealing its title as Assassin’s Creed Black Flag Resynced. The confirmation arrived as part of the company’s broader “Assassin’s Creed: Into 2026” update, where Ubisoft shared a concept image of Edward Kenway standing atop a ship’s mast, finally putting years of speculation to rest for fans of the beloved pirate adventure.

While the remake is now confirmed to be in development, Ubisoft has not shared details about its release window or how much the gameplay, story, or visuals will change from the 2013 original. Rumors previously suggested a possible 2026 launch, but recent restructuring within Ubisoft may have delayed those plans. For now, the studio is simply teasing fans to “keep your spyglass on the horizon,” hinting that more information about Black Flag Resynced will arrive in the future.

Nearly three years after FTX’s collapse, creditors are still waiting for full repayment. The exchange has so far reimbursed $7.8 billion to users, including a $1.2 billion payout in February, $5 billion in May, and a $1.6 billion September distribution, according to creditor representative Sunil on X.

The FTX estate says it has up to $16.5 billion in recovered assets, with plans to repay at least 98% of customers 118% of the value of their November 2022 account balances. Another $8.7 billion is expected to be distributed.

FTX’s bankruptcy, one of the largest in crypto history, triggered a wave of collapses across the industry and a deep bear market.

Despite growing institutional interest, prediction markets are facing increasing regulatory scrutiny across the United States. At least 11 states are taking action against platforms like Polymarket and Kalshi, with some issuing bans, filing charges, or exploring new legislation.

Concerns around insider trading and unregulated betting—especially tied to politics and global events—are driving the push for tighter oversight. As the sector grows rapidly, its future will likely depend on how well it can navigate regulatory challenges while maintaining transparency and trust.

Nansen data shows the real winners of Kanye West’s Solana-based YZY launch weren’t fans — they were the snipers.

13 wallets walked away with over $1M each, netting a combined $24.5M as they dumped into the hype.
Price action: +1,400% in the first hour ($3 peak) → –74% in <24h (now ~$0.77).
🧨 Out of the first 99 buyers, only 9 still hold any YZY.

Not everyone struck gold:

Biggest loser = –$1.8M realized loss.

Another wallet down $1.2M.

One poor soul still holding an unrealized –$800K bag.

️ The Sniper Network
Bubblemaps says this wasn’t random. The same sniper who bagged Trump’s TRUMP token millions struck again — and appears tied to LIBRA insiders who drained $21M.

“There’s an elite group of snipers who don’t compete but coordinate, making millions destroying charts.”

️ Pattern or Playbook?
YZY isn’t the first celeb memecoin to follow this script:

Haliey Welch’s HAWK: –90% in hours, insiders pocketed $3M.

Jenner, Lohan, Azalea, Kardashian — all linked to pump & dump scandals.

Arthur Hayes summed it up best:

“Oopsie… fam next time pls don’t let me trade shitters like YZY.”

Takeaway: Celebrity memecoins aren’t “onboarding tools” — they’re liquidity traps. The insiders snipe, retail bleeds, and charts get nuked.

Question for you: Would you ever touch a celeb token — or is it pure exit liquidity with a fancy face on top?

The pardon has raised community fears about potential favoritism or conflicts of interest between political figures and crypto firms.

While the WLFI token benefitted immediately, the situation highlights the interconnected nature of US crypto ventures and political influence.

Experts warn such relationships could undermine public trust and reshape perceptions of governance in financial markets.

AI has dominated market narratives for months — but some of the trend leaders are flashing fatigue signals.

Microsoft (MSFT)
Jumped on earnings (July 31) but couldn’t hold the highs. It’s been making lower highs since, and just broke the bottom of its triangle. Closed under the 21-day EMA for the first time since April. MACD rolling over too = short-term trend may be shifting negative.

Palantir (PLTR)
Classic “gap-and-fade.” Shot to new highs on big news… only to give it all back. Now it’s lower than the breakout day.

Advanced Micro Devices (AMD)
Doubled since March, but weekly chart says stalling. $187.28 (April 2024 peak) acting like a ceiling.

Options Heat
MSFT, PLTR, and AMD remain among the most active underliers in the options market — perfect battlegrounds for calls & puts depending on your read of the trend.

Takeaway: AI names aren’t dead — but momentum is clearly pausing. For active traders, this is when risk/reward flips. Either you fade tired moves… or prepare for the next surprise squeeze.

What’s your play here — short the “AI exhaustion,” or load up before the next leg higher?

Early AMLR drafts proposed harsh limits, including €1,000 caps on self-custody payments and extending AML obligations to DAOs, DeFi, and NFT platforms.
Thanks to industry advocacy, these restrictions were removed, allowing innovation to continue. Hansen warns, however, that MiCA–PSD2 overlaps could double compliance costs for stablecoin issuers by 2026, highlighting the need for careful regulatory alignment.

Crypto.com has received conditional approval from the Office of the Comptroller of the Currency (OCC) to charter Foris Dax National Trust Bank, which will operate as Crypto.com National Trust Bank. The milestone follows the company’s application in October 2025 and represents a key step toward deeper integration into the US financial system. However, conditional approval is only a preliminary stage — Crypto.com must still meet additional regulatory and operational requirements before receiving full authorization.

The company clarified that the approval does not impact the operations of its existing Crypto.com Custody Trust Company, which remains regulated by the New Hampshire Banking Department. CEO Kris Marszalek described the move as a major advancement in providing institutional-grade custody under federal oversight. If finalized, the national trust charter would enhance Crypto.com’s credibility, centralize regulatory supervision at the federal level, and position the firm to better serve large institutional clients.