Crypto Talkies September 24th 2025

Markets limped into the evening still shaking off Monday’s spill, with Bitcoin (BTC), Ethereum (ETH), and Dogecoin (DOGE) trying to claw back ground even as commodities like gold outshined. Liquidations kept the tape jumpy and Ethereum looked vulnerable near the four thousand mark, but there is no shortage of bold calls. Michael Saylor reiterated his case for Bitcoin becoming a national digital reserve, and Tom Lee projected Ethereum as Wall Street’s preferred chain with a path toward five figures by next year. Dogecoin found some backbone after bouncing off support, with traders eyeing the thirty cent ceiling and whispering about a run toward fifty cents if macro winds turn friendly. On the policy front, the European Central Bank circled 2029 for a digital euro, prioritizing privacy guardrails and caps on holdings. In the United States, crypto edged further into politics as former California lawmaker Ian Calderon launched a 2026 gubernatorial bid with a pro Bitcoin platform. Kraken added fuel to the policy fight, pledging two million dollars to advocacy efforts it says are about digital rights, not partisanship. And Vitalik Buterin pressed for open and verifiable systems across sectors, warning that reliance on closed tech risks trust and security. TradFi to crypto rails kept tightening. Fnality secured 136 million dollars in a Series C led by big banks to scale its blockchain settlement network and tokenized currency projects in the dollar and euro corridors. Franklin Templeton pushed its Benji tokenization platform onto BNB Chain (BNB), while stablecoin infrastructure startup Bastion raised 14.6 million dollars with backing from Coinbase, Sony, Samsung, and a16z. Cloudflare and Coinbase launched the x402 Foundation to turn the old 402 Payment Required error into a working standard for AI driven payments, letting agents buy data and services on the fly. Tether (USDT) is reportedly exploring a mammoth private raise that could value the company at around five hundred billion dollars, underscoring how central stablecoin issuers have become to crypto plumbing. Coinbase, meanwhile, is set to list AUDD and XSGD on September 29, 2025, bringing Australian dollar and Singapore dollar stablecoins to a wider audience in line with Singapore’s upcoming framework. Liquidity pipes were busy elsewhere too. Ripple’s XRP Ledger (XRP) advanced programmability through its Smart Escrow Devnet, improving off ramps and tying into tokenized treasury funds from BlackRock and VanEck, with Ripple’s RLUSD also in the mix. Flare launched FXRP on mainnet, wrapping XRP for trading, lending, and liquidity in DeFi. On BNB Chain, validators proposed halving gas fees and speeding up blocks to sharpen competitiveness. DEX drama delivered fireworks. Aster DEX’s token (ASTER) ripped higher, rising about sixteen percent on the day to top Hyperliquid (HYPE) in daily volume and fees, and extending a huge run since launch as some analysts bet the rally has legs despite broader market nerves. Hyperliquid answered with activity of its own as USDH (USDH), a fiat backed stablecoin, went live with strong early trading. In the CeFi corner, CZ pushed back on reports that his investment firm YZi Labs sought external funding, calling the story inaccurate. Solana headlines came in pairs. Fitell announced up to 100 million dollars to build what it calls Australia’s first Solana based digital asset treasury and flagged plans for a dual ASX listing, while DeFi Development Corp revealed a 100 million dollar stock buyback as SOL faced pressure alongside the wider market. Token moves kept the tape lively. FTT (FTT) spiked more than sixty percent after a simple gm post landed from Sam Bankman Fried’s X account, raising eyebrows about account control as the FTX estate continues legal wrangling and creditor work. Cardano (ADA) held key support around the low eighty cent area, with some analysts penciling in a dip toward seventy cents before a possible rebound toward one dollar fourteen, noting rising interest and a sturdy roadmap. Seedify’s SFUND (SFUND) plunged after a bridge exploit linked to North Korean actors, with losses spread across chains and Binance freezing a portion of the funds. If there is a theme tonight, it is rails and resilience. The market is still digesting this week’s selloff, but the pipes that move value and data are getting wider, cheaper, and more programmable. Whether Bitcoin’s hard money bid or Ethereum’s tokenization pitch leads the next leg, the building continues even as price action keeps everyone honest.

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