stablecoins

Circle Q3 2026: 3.62% and 657.6 Million in Reserve Income

Circle's Q3 2026: 657.6 million in reserve income and an Average Yield of 3.62%, calculable 28 days in advance from the USDC fund's N-MFP3.

security

Binance Oct-29: 50 EIP-7702 tuples and a single delegation

The 50 EIP-7702 authorizations from the Binance attack on Oct-29-2026 were a repeated delegation with a 1.54-minute margin; the blacklisted balance grew.

bitcoin

Mt. Gox: Deadline Expired, Extension to 2027, and 34,358 BTC Unmoved

The Mt. Gox deadline expired on October 31, 2026, without spending a single satoshi of the 34,358 BTC held, and the extension to 2027 is a copied notice from 2024.

ethereum

Ethereum at 252 gwei: the 55 ETH fee burned 0.0029 ETH

A transaction paid 55.4276 ETH in fees on Ethereum on Oct-29-2026 and only 0.0029 were burned: the rest was a tip. The base fee rose to 252.75 gwei.

defi

Extended Perps moved 99.93% of its dollars from Starknet to Arc

Extended bridged 99.93% of its dollars to Arc on Oct-22-2026, but Arc only added 104.5 million of the 113.99 that entered: the missing amount is Bitcoin price.

privacy

Tornado Cash: 566 deposits of 100 ETH after 74 days of outflows

The Tornado Cash 100 ETH pool closed on Oct-19-2026 with zero deposits and received 566 in the following 38 hours. Five days later, the ether remains inside.

regulation

GENIUS Act rule is final, but the OCC has no application window

The OCC's GENIUS Act rule takes effect Jan-18-2027, but as of Oct-25-2026 there is no date to apply: OMB has yet to approve the application form.

infrastructure

Ethereum burned 1.02% of what it issued in seven days

The EIP-1559 burn destroyed 213 ETH compared to 20,816 issued in the seven days leading up to Oct-25-2026: 1.02%. No deflationary week since Nov-2024.

trading

Polymarket US charges 2.72% of cash and Kalshi 1.52%

Polymarket US charged $2.72 for every $100 of cash (Oct 21-23, 2026) and Kalshi $1.52 (Oct 23 sample): with nearly identical fees, price decides the outcome.

infrastructure

EIP-7702: 12 revocations in 32,512 accounts in seven days

Oct 14-21, 2026: only 12 of the 32,512 accounts with EIP-7702 delegation in the census revoked it, and the circulating rate doubles when the sample shifts.

regulation

Treasury GENIUS docket: 161 letters and none from Tether

161 letters, none from Tether: the issuer of 76.95% of the measured digital dollar is absent from the Treasury docket on the GENIUS Act, closed Oct-20-2026.

defi

Arc Day 30: 0 pools with swaps and 44.85 M USDC against syrupUSDC

On Oct-16-2026, day 30 of Arc, Circle's chain: zero swaps in the 300 sampled pools and a spoke against syrupUSDC takes out 41.5% of the borrowed USDC.