Weekly Market Report. September 19, 2025

Greetings, curious minds! Join us on a journey into the cutting-edge. This newsletter unveils the latest trends shaping our world.

Let’s explore together! 🌐🚀


🔥 Top Reads

Coinbase CEO says the next major crypto bill is a ‘freight train’

Coinbase CEO says the next major crypto bill is a ‘freight train’

Coinbase CEO Brian Armstrong said he has never been more bullish about the Digital Asset Market Clarity Act being passed after his time in Washington, DC this week.


HYPE hits all-time high as Binance founder shouts out rival DEX Aster

HYPE hits all-time high as Binance founder shouts out rival DEX Aster

HYPE tokens closed at nearly $60 in an all-time high after 8% daily gains, while Binance-backed rival ASTER surged 350%.


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FTX to pay out additional $1.6 billion to creditors in third distribution

FTX will disburse an additional $1.6 billion to creditors beginning Sept. 30 as part of the bankruptcy estate’s third distribution.


🚨 Important News This Week

AI

Hard Drives Are Making an AI Comeback. Yes, Hard Drives.

Nvidia to Invest $2.7 Billion in U.K. AI Startup Development

Nvidia’s CEO Walks an AI Tightrope Between the U.S. and China

Tech

Trump Says U.S. and China Approve TikTok Deal After Call With Xi

A Tech CEO’s Lonely Fight Against Trump

iPhone 17 Pro and iPhone Air vs. Older Models: How Your Phone Compares

Business

CVC Capital Partners Confident in Outlook After Results Match Views

UK Bitcoin treasury company Smarter Web eyes acquisitions, FTSE 100

U.S. Government Expected to Get Multibillion-Dollar Fee in TikTok Deal

Crypto

Ethena taps Flowdesk as USDe climbs $14 billion amid synthetic dollar surge

Gary Gensler doubles down on crypto approach amid SEC sea change

Bitcoin price forecasts eye $110K target as $4.9T options expiry arrives


🚨 Notable Companies Impressive Investments

Strategy acquired 525 BTC for ~$60.2M at an average price of ~$114,562 per BTC

Plasma will launch $200M Vault on Maple at 13:00 UTC!

Meteora shows $904M TVL, $252B trading volume, $1.48B fees, and $25.7M revenue.


🔥 Top Blockchain & Crypto News of the Week

🚀 From market crashes to institutional power moves, here are the top headlines shaping the crypto world right now.


Altcoin Season Incoming?

Altcoin market cap is approaching its all-time high — with analysts expecting a breakout in September.

  • Spot trading share: Alts 37.2% | ETH 31.8% | BTC 30.9% (CryptoQuant)
  • Altcoin Season Index hit 80, a clear dominance signal.
    With BTC & ETH volume dropping and capital rotating into alts, the shift toward “altseason” looks stronger than ever.

Read more here: https://t.me/constantinkogan/1566

SEC Softens Its Stance

SEC Chair Paul Atkins announced that the agency will now notify crypto firms of technical violations before enforcement.
This marks a shift toward a preventive, cooperative approach, signaling friendlier regulation ahead for the industry.

Read more here: 🗽 SEC Chair Paul Atkins stated (https://www.reuters.com/sustainability/boards-policy-regulation/sec-notify-businesses-technical-violations-before-taking-action-ft-reports-2025-09-15/) that the agency will notify crypto firms of technical violations in advance before taking action.

This signals a shift from a strict enforcement stance to a more preventive and cooperation-oriented approach.

Ethereum Eyes AI Future

The Ethereum Foundation is forming a dedicated dAI team led by Davide Crapis.

  • Focus: AI agent interaction standards (ERC-8004).
  • Goal: Make Ethereum the backbone of the AI agent economy.
  • Long-term vision: Decentralized AI infrastructure, free from big tech monopolies.

Read more here: https://t.me/constantinkogan/1568

Standard Chartered Bets Big on Digital Assets

Banking giant Standard Chartered announced a new digital assets fund — with an initial investment of $250 million.
This move underscores the growing role of institutions in shaping the next phase of crypto adoption.

Read more here: https://t.me/constantinkogan/1569

CME Expands into Altcoin Options

Forward Industries secured $1.65B in private placements to build its Solana treasury strategy.
BitMine Immersion Technologies added $200M worth of ETH from Bitgo, acquiring 46,255 ETH — now the largest ETH reserve among public companies.

Corporate balance sheets continue to reshape crypto market dynamics.

Read more here: https://t.me/constantinkogan/1572


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⚾ Blockchain Week

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🤣 Meme of the Week

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Sincerely,

Constantin Kogan

[email protected]