North Korean fake recruiters infect 30K devices, steal $10.7M in crypto:
Group WaterPlum (aka Contagious Interview) posed as recruiters for crypto/AI/NFT firms, luring devs on job platforms to download malware disguised as coding tasks/video‑call fixes.
RATs/infostealers exfiltrated data and drained wallets: 7,000+ wallets hit (Dec 2025–Jul 2026) across 100+ countries.
Stolen IDs also enable impersonation for income/extortion. Part of broader NK IT‑worker infiltration campaigns, FBI linked NK to $1.5B Bybit heist (2025).
#Cybersecurity #Crypto #NorthKorea
https://cointelegraph.com/news/north-korean-fake-recruiters-infect-30k-devices-steal-107m-in-crypto
Crypto Biz: CLARITY Act stall puts Coinbase in spotlight, Arb to $10?
Saxo says Coinbase most exposed to the bill’s failure (trading rules, registrations, eligible assets) shares fell 5–10% post‑vote.
Standard Chartered sees ARB at $10 by 2030 as TradFi moves onchain (Robinhood Chain boosting Arbitrum revenue ~5x).
Bitmine stakes >5M ETH (~$15.4B), targeting ~$334M/year in staking revenue.
Phemex CEO: AI diverts liquidity and empowers attackers, raising security costs.
#Crypto #Coinbase #Arbitrum #ETH
https://cointelegraph.com/news/crypto-biz-clarity-act-coinbase-sec-tokenized-stocks
Ondo lets institutions convert stocks directly into tokenized shares:
Approved institutions can now do in‑kind mint/redeem of Ondo Stocks, transfer underlying shares from Alpaca to Ondo via internal book transfer and receive onchain tokens (or redeem tokens for the shares).
Adds to Ondo’s cash‑funded model, potentially lowering capital needs, financing costs and timing mismatches.
Live on Ethereum and BNB Chain, access restricted to Alpaca‑approved institutional clients.
Ondo ranks #2 by onchain RWA value (~$3.63B across 441 products).
#Tokenization #RWA #Ondo
https://cointelegraph.com/news/ondo-lets-institutions-convert-stocks-directly-into-tokenized-shares
Crypto Week Ahead (Sept 21):
BTC ~$84K post‑Fed 25bp hike.
Macro: jobless claims, home sales, durable goods, Michigan sentiment.
SEC’s tokenized stocks pilot opens Sept 22.
Governance: Lido, Uniswap (Arc fees/burn), CoW DAO. Unlocks: CANTON $17.2M, TON $51.2M, Humanity $20.8M.
https://www.coindesk.com/markets/2026/09/21/crypto-week-ahead
Bitmine bought $75M in ETH last week:
Added 27,562 ETH, now holds ~5.98M ETH (~4.9% of supply), close to its 5% target.
~5M ETH staked (~85%), projecting ~$357M/year in staking revenue.
Chairman Tom Lee says institutions are underweight crypto after favoring AI stocks early 2026, expects a Q4 catch‑up, citing ETH’s +76% since June vs S&P 500 +2%, plus tokenization/AI‑on‑chain trends.
#ETH #Crypto #Institutions
TD Cowen: weak demand for tokenized stocks despite SEC pilot: SEC’s 5‑yr AMM exemption has issuer notice, volume caps and rights preserved.
TD Cowen sees little near‑term uptake: US investors already have efficient share access, liquidity is thin, issuers show minimal interest.
For traders, perpetual futures are the bigger draw (96% of Nvidia notional on Binance snapshot).
#Tokenization #SEC #Markets
Market & Crowd Sentiment Turns Bullish: BTC Reclaims $80K as US Regulators Advance Crypto Rules, Tokenized Stocks Gain a Green Light & 24/7 Markets Expand, Momentum Builds, but Regulation Remains the Key Catalyst for the Next Move
N1 Perps Dex is quietly building a lot behind the scenes 👀
