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Crypto Talkies October 1st 2025

TradFi kept inching closer to crypto by dinner time. Binance rolled out Crypto as a Service, a plug and play offering that lets banks and brokerages stand up crypto trading using Binance’s infrastructure without rebuilding their tech stacks. Over in the plumbing of global finance, Swift teamed with Chainlink (LINK) to let institutions route blockchain transactions through Swift’s familiar messaging rails, a move that could make tokenized asset transfers feel a lot more like standard banking. And in the policy backdrop, the Bank of England signaled it is ready to embrace stablecoins if they are regulated like banks, framing them as a catalyst for payments innovation rather than a threat. Asset managers and treasurers were busy too. Swiss digital asset bank Sygnum launched the BTC Alpha Fund, targeting eight to ten percent annual yield in Bitcoin (BTC) via arbitrage while compounding returns directly in BTC. In corporate balance sheets, Japan’s Metaplanet bought another 5,268 BTC, lifting its stack to 30,823 BTC and cementing its spot as the fourth largest corporate holder. VisionSys AI announced plans for a two billion dollar Solana (SOL) treasury with Marinade Finance, aiming to deploy five hundred million within six months. The market did not cheer the ambition, sending VisionSys shares down sharply, while Marinade’s MNDE (MNDE) ticked higher. Stablecoins grabbed the evening spotlight. Aptos (APT) is partnering with World Liberty Financial (WLFI) to bring the USD1 stablecoin (USD1) to its Move based chain on October 6, a push to expand beyond BNB Chain and chip away at Tron’s dominance. Phantom introduced CASH on Solana (SOL) alongside a money app with Visa backed payments, a bid to make spending crypto feel as smooth as tapping a card. Tether, meanwhile, struck a deal with video platform Rumble to promote its USAT stablecoin (USAT) to a reported audience of more than fifty million monthly users, adding a distribution channel that complements Tether’s flagship USDT (USDT). Markets stayed cautious. XRP (XRP) again failed to clear the three dollar ceiling, hovering around two point eight seven as traders eyed support near two point seventy nine and two point fifty eight. Bulls still have a long term case, but the near term tone is subdued. Macro headlines did not help, with the U.S. government shutdown leaving the SEC thinly staffed and pushing several crypto ETF decisions into October, including interest around a potential Solana spot product. Delays here keep a lid on near term enthusiasm. On taxes, the Treasury Department and IRS clarified that unrealized crypto gains are outside the scope of the corporate alternative minimum tax. That is a relief for companies holding sizable Bitcoin (BTC) positions and aligns with Senate Finance Committee work on broader crypto tax rules and hearings, narrowing a key area of regulatory uncertainty for corporate treasuries. Security risks remained front and center. Binance founder Changpeng Zhao warned that the official BNB Chain account on X was compromised and used to hawk fake airdrops and meme coins, so avoid any suspicious links while the team restores control. Separately, SBI Crypto was hit for about twenty one million dollars, with on chain investigators linking the theft to North Korean actors and laundering flows through Tornado Cash (TORN). It is a blunt reminder that even established operators need relentless operational security. What to watch next: the USD1 (USD1) launch on Aptos (APT) this weekend, resolution of the BNB Chain (BNB) account incident, progress on ETF timelines as Washington reopens, and early bank pilots of the Swift and Chainlink (LINK) connectivity. The day’s theme was clear enough. Institutions are getting the rails they need, policy is slowly de risking corporate adoption, and the market is waiting for the next green light.


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