Bitcoin & Crypto Monthly Digest – 2026-09
Ledger vuln and 1inch fade opened the month with alpha calls and RIP holdersRWA tokenized equities broke out on Base with NVDA 1:1 and memecoin stock flipsRobinhood Chain rotated liquidity hard, owning 87% fees and 18x ETH volumeUniswap V4 hooks and FoT compatibility caught flow as DeFi infra sharpenedMorpho PT-reUSD exploit and Solana collateral drain highlighted vault and hack risksPropAMMs exploded to $1B weekly with FairFlow profit share to LPsTornado Cash delisting sparked honeypot wars and regulatory dramaSEC probes tokenized stocks custody while Robinhood synths vs Coinbase debate heatedSingapore stablecoin rules and MiCA GDPR clashes tightened compliance chatterMemecoin chain rotation and Pump.fun eating Solana via PumpSwap dominated lateAI outages and Claude downwave reminded markets of centralized dependenciesClass of 2025 missed stock tokenization so they feel it's innovative
Sources
- Ledger related vulnerability
- Web3 ETF data tracker
- Hack VC employee legal fallout
- Aave aEthWETH burn/withdraw tx
- DeFi Curation 2026 report vaults curators
- Aave on Base tokenized stocks collateral dividends
- TezosX atomic composability EVM-Michelson
- EDPB anonymisation guidelines blockchain
- Uniswap V4 FoT hooks accounting
- Full Morpho PT-reUSD liquidation cascade summary
- Oracle transparency breakdown PT-reUSD market
- Morpho oracle exploit report
- LlamaRisk hybrid PT risk oracle explainer
- Japan blockchain real-time settlements trial
- Ethereum treasury companies analytics