⚡️ Crypto Watchlist for the week ahead

➡️ $HYPE - Metamask will launch in-wallet perps powered by Hyperliquid soon

➡️ $MNT - Mantle teased a big announcement in collaboration with Bybit for the next days

➡️ $XPL - Plasma will launch its mainnet and token on Sept. 25

➡️ $HOME - Defi App's Season 2 Kaito yap campaign ends on Sept. 26

➡️ $ENA - Ethena's Season 4 points program ends on Sept. 24

➡️ $PTB - Portal to Bitcoin teased a major announcement for next week

➡️ $ORDER - Orderly will launch a buyback program in the near future and teased a big announcement for next week

➡️ $FF - Falcon Finance's token sale ends on Sept. 26

➡️ $SKY - The deadline for the MKR to SKY Upgrade is today

➡️ $BMT - Bubblemaps will make a big announcement next week

➡️ Monad - Monad is expected to announce its TGE soon, as exchanges started launching pre-markets for it

➡️ Macro events - US GDP QoQ data will be released on Sept 25

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🔥 Arthur Hayes sells $HYPE

Arthur Hayes unloaded all 96,628 $HYPE tokens for about $5.1M, locking in roughly $823K profit.

➡️ Only three weeks ago at the WebX Summit he predicted $HYPE would rise 126x to $5,161

➡️ Instead of holding, he exited early with a modest ~20% gain.

The move shows again that bold forecasts make headlines, but real trades tell the story.

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📈 $AVAX nears critical breakout

Avalanche is testing levels that could decide its first real trend reversal in years.

➡️ A weekly close above $34 would confirm a breakout and mark the first higher high since 2021
➡️ The bigger shift comes only at $56, where the long-term trend flips bullish
➡️ Until then, resistance zones continue to cap momentum

$AVAX is moving into a make-or-break zone and the next weekly closes will set the tone for its cycle.

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💣 Sanctions vs. Blockchain

For most of the last century, sanctions were the ultimate lever of power. A few signatures could cut an entire country out of the global economy. Banks and SWIFT were inside jurisdictions, easy for governments to pressure. DeFi was designed to break that model.

➡️ Sanctions work through intermediaries - banks, payment rails, clearing systems. In DeFi there is no bank to call. Code is not a legal entity.

➡️ You can block a wallet, but the user will reappear with a new one. The harder the pressure, the more antifragile the system becomes.

➡️ North Korea shows this in practice. Under the toughest sanctions regime, Lazarus hackers built a cycle of theft, mixing, bridges, and cash-outs to fund the state.

➡️ Tornado Cash exposed the limits. OFAC blacklisted it in 2022, but by 2025 it was quietly removed. Regulators had to retreat to avoid setting a precedent that code itself can be sanctioned.

Sanctions are not gone - they are evolving. The next stage is RegTech: AI systems that track flows across chains, assign “taint scores” to coins, and pressure stablecoin issuers, LPs, or validators. Most capital will move into regulated rails, while a smaller shadow system survives for privacy hardliners.

The blacklist era is ending. The era of algorithmic sanctions has already begun.

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