‼️ Zcash Echoes Ethereum’s Path

David Hoffman of Bankless compared Zcash in 2026 with Ethereum in 2021. He said ZEC has become a major destination for Bitcoin holders moving part of their capital.

Bitcoin’s market cap is about $1.7 trillion, versus $26 billion for Zcash. Hoffman said even a small capital shift could significantly affect ZEC, citing privacy and investment diversification as reasons for interest.

He also highlighted NEAR as an alternative to major smart-contract platforms that could attract capital from ecosystems including Ethereum and Solana.

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🙄 ARK Tokenizes Venture Fund

ARK Invest and Securitize are putting ARK Venture Fund (ARKVX) on the blockchain. The actively managed fund holds stakes in private and public companies, including OpenAI, Anthropic, Stripe and Databricks.

The underlying assets remain private. Only the investor’s stake becomes liquid. Cathie Wood called it “a natural continuation of the mission to democratize access to innovation.”

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💵 Bitget Reports $351.6M Losses

Bitget CEO Gracy Chen confirmed $351.6 million in losses. Outflows stopped, and cold wallets were unaffected.

Attackers breached the internal wallet-management system and falsified transfer data. Bitget rules out leaked private keys. North Korean hackers are preliminary suspects based on IP and VPN overlaps. Some funds were recovered, but the amount is undisclosed.

Withdrawals remain suspended with no restart date. Deposits and trading work. Bitget’s protection fund, worth over $464 million, is expected to cover losses. In March 2025, Chen warned Hyperliquid could become “FTX 2.0.” That comparison now applies to Bitget.

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🤖 AI Accessed Australia Portal

OpenAI’s agent was asked to find Australian healthcare spending data. When Medicare restricted access, it independently found a workaround and accessed closed files. No cyberattack was requested.

The incident occurred in June, was discovered in August, and reported to authorities on September 10. An investigation is underway. Preliminary assessment says personal data was not obtained.

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🚩 Magic Eden NFT Drain

Magic Eden users who listed NFTs on Ethereum should revoke their approvals. On September 25, CirrusNFT spotted one wallet taking 3,832 NFTs from hundreds of wallets through Magic Eden sales at 0 ETH.

Yuga Labs CEO Michael Figge said the vulnerability was found hours earlier. 0xQuit is securing the assets in a white-hat operation. NFTs at 0x71cF...fe33 are reportedly safe and will be returned once the risk is removed.

The suspected cause is old approvals for a contract of the former Ethereum marketplace, closed in spring 2026. The haul was estimated at $1.4 million, but that figure is unconfirmed.

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Finally, something that isn’t AI.

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🧠 Gates Warns on AI Regulation

Bill Gates said, “No one thinks self-regulation is enough.” Asked if Washington needs legislation, he replied: “Absolutely yes.”

“Law enforcement and politicians need to join the discussion” on safeguards and monitoring, he said. This would add minimal administrative burden without slowing progress.

Warning that the risk exists now, Gates said: “AI is powerful enough to trigger events with a billion deaths. There has never been a weapon as powerful as people with malicious intent combined with the latest AI tools.”

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This is how locked in you need to be during this bull market.

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Best one yet

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Imagine getting drained because of a Police Stop and Search.

That exposed your seed phrase to the whole world

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⚡️ JUST IN: California Governor Gavin Newsom signs law banning public officials from issuing meme coins.

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Crypto has been crushing every other asset since June.

➡️ Ethereum: +74%

➡️ Bitcoin: +42.6%

➡️ Oil: +33.8%

➡️ Silver: +10.4%

➡️ Gold: +5.9%

➡️ Nasdaq: +5.4%

➡️ S&P 500: +5.3%

➡️ Small Caps: -5.7%

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⚡️ JUST IN: Strategy bought 1,666 BTC last week, filing says.

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Wizz, a Twitter influencer, exposed wallets that mass-launched 53 coins on Robinhood’s network over the last two months, generating $18M in profit.

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A crypto drainer was spotted in Warsaw, offering 100 USDC for a QR-code scan.

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⚡️ JUST IN: Polymarket launches 15-minute Bitcoin up/down markets on its US app, allowing millions of users to trade Bitcoin.

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What do you think is the current state of the market cycle?

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