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Crypto news and market commentary from Spoted Crypto.

Circle pays $908M a year for USDC placement. Binance joined.

Binance invested $100M in Circle at a 5% discount and signed a five-year deal to promote USDC globally.

That $433 million Bitcoin ETF day masks a $6 million week

Spot Bitcoin ETFs took in $433M on Friday alone, but the full week net just $6.2M after Fed and Senate shocks.

September 28 isn't when the ZCSH split actually happens

ZCSH's 3-for-1 split: Sept 28 is the record date, not the effective date — trading adjusts Sept 30.

One coin explains nearly the entire AI crypto market-cap gap

AI crypto's total market cap spans $22B-$32B in 2026 — one coin, Chainlink, drives most of the gap.

Bitcoin rallied 24.6% while leverage fell 12.6%. Here's why.

Glassnode and Bybit's derivatives report finds Bitcoin's August rally was driven by short covering, not new demand.

5,900 BTC in three months. Last July alone: 89,000.

Public companies bought 5,900 BTC in three months vs 89,000 in July 2025 alone, per Glassnode.

BitBank moved hundreds of millions in bitcoin to Iran's IRGC

OFAC designated Iran-based exchange BitBank for moving hundreds of millions in bitcoin to the IRGC, Treasury says.

Bitcoin volume estimates can be inflated 6x, BIS finds

BIS Working Paper No. 1377: Bitcoin on-chain transfer volume estimates can vary up to 6x by methodology alone.

TOP said it bought all of Tonkeeper. It hadn't, by August.

Tonkeeper rebrands to Keeper, adding Bitcoin, Ethereum, TRON and more chains; TOP's ownership claim stays unresolved.

Down from its peak, Kamino just hired a Wall Street CEO

Kamino named Michael Weisz, Yieldstreet's co-founder, CEO as it opens a New York institutional lending hub.

$52.7 million moved through x402. Real AI spend was $11K/month

TRM Labs analyzed $52.7M in x402 settlements, finding just 0.6-7.5% verifiably agentic AI spend.

This Dogecoin ETF saw zero flows 83% of its trading days

BWOW's last trading day is October 14, 2026; holders get cashed out at the October 21 NAV before final liquidation.