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Bitcoin & Crypto Daily Digest – 2025-09-26

Market Sentiment: mixed

Arbitrum users feeling fleeced; gas prices spiking. Inflation debate heating up; some see it as user acquisition strategy. Subsidies vs. free txs: hot topic; chains under pressure. Market makers cautious during volatility; liquidity issues arise. Cloudflare drops NET Dollar stablecoin; instant transactions hype. DeFi teams reflecting on past mistakes; focus shifting to business models.

Key Narratives

  • Gas fee spikes
  • Token inflation as growth strategy
  • Stablecoin evolution
  • Subsidy vs. user experience
  • Market maker liquidity concerns

Coins in Focus

ARB, NET Dollar

Sources