🚨 Major Crypto Security Alert
Hackers have hijacked NPM packages in what’s being called the largest supply chain attack in history.
🔴 Details of the attack:
Malicious code injects itself into web browsers, monitoring wallet addresses (Ethereum, Bitcoin, Solana, Tron, Litecoin, Bitcoin Cash).
It alters website content, tampers with API calls, and manipulates what users believe they are signing.
Transactions get hijacked and redirected to attacker-controlled wallets instead of the intended recipient.
⚠️ Ledger CTO warning:
If you use a hardware wallet, carefully review every transaction before signing.
If you don’t use one, avoid making on-chain transactions for now.
👀 Extreme caution is advised until more updates are released.
Hackers have hijacked NPM packages in what’s being called the largest supply chain attack in history.
🔴 Details of the attack:
Malicious code injects itself into web browsers, monitoring wallet addresses (Ethereum, Bitcoin, Solana, Tron, Litecoin, Bitcoin Cash).
It alters website content, tampers with API calls, and manipulates what users believe they are signing.
Transactions get hijacked and redirected to attacker-controlled wallets instead of the intended recipient.
⚠️ Ledger CTO warning:
If you use a hardware wallet, carefully review every transaction before signing.
If you don’t use one, avoid making on-chain transactions for now.
👀 Extreme caution is advised until more updates are released.
🪙ETH treasury strain
A number of ETH treasury companies are now trading below their mNAV. That cuts off their ability to keep accumulating and raises the risk some may need to sell.
➡️ Structural buyers risk flipping into sellers
➡️ Market cap vs NAV gap is widening across multiple treasuries
➡️ Buying pressure is thinning at the same time supply risk grows
A number of ETH treasury companies are now trading below their mNAV. That cuts off their ability to keep accumulating and raises the risk some may need to sell.
➡️ Structural buyers risk flipping into sellers
➡️ Market cap vs NAV gap is widening across multiple treasuries
➡️ Buying pressure is thinning at the same time supply risk grows
ETH needs inflows here. Without them, the treasury bid could turn into another source of downside.
JUST IN: BinanceUS lists PumpDotFun's $PUMP for trading with the $PUMP/$USDT pair, and supports withdrawal and deposit on the Solana Network.
JUST IN: The S&P 500 hits a record at 6,550, marking an increase of over +35% since April 2025 as markets anticipate rate cuts.
• Oracle stock ($ORCL) is set for its best day since 1999.
• Oracle stock ($ORCL) is set for its best day since 1999.
This significant rise in the S&P 500 could boost investor confidence, potentially driving further inflows into the market as expectations for rate cuts solidify.
JUST IN: NVIDIA's market value is now larger than that of every country's stock market except for the U.S., China, Japan, and India, according to Deutsche Bank.
🔗 Chainlink enters Hong Kong tokenization pilot
Chainlink ($LINK) announced a project with DigiFT and UBS to automate operations with tokenized funds in Hong Kong. The initiative has been approved under the Cyberport Blockchain and Digital Asset Pilot Subsidy Scheme.
➡️ Investors will place orders for UBS tokenized products through DigiFT
➡️ Chainlink smart contracts will process and record all transactions on-chain
➡️ The setup speeds up settlement, reduces errors, and simplifies fund management
Chainlink ($LINK) announced a project with DigiFT and UBS to automate operations with tokenized funds in Hong Kong. The initiative has been approved under the Cyberport Blockchain and Digital Asset Pilot Subsidy Scheme.
➡️ Investors will place orders for UBS tokenized products through DigiFT
➡️ Chainlink smart contracts will process and record all transactions on-chain
➡️ The setup speeds up settlement, reduces errors, and simplifies fund management
Tokenization is moving from theory to real pilots and Chainlink is positioning itself as the plumbing layer.
🪙 Bitcoin vs Big Tech
At $2.1T market cap, Bitcoin now sits in the same league as the giants.
➡️ Apple: $3.0T
➡️ Microsoft: $3.4T
➡️ NVIDIA: $3.5T
➡️ Amazon: $2.2T
➡️ Bitcoin: $2.1T
➡️Alphabet: $2.1T
➡️ Meta: $1.7T
➡️ Tesla: $1.1T
➡️ Berkshire Hathaway: $1.1T
It’s still smaller than the top three, but Bitcoin has already outgrown most corporates built over decades.
At $2.1T market cap, Bitcoin now sits in the same league as the giants.
➡️ Apple: $3.0T
➡️ Microsoft: $3.4T
➡️ NVIDIA: $3.5T
➡️ Amazon: $2.2T
➡️ Bitcoin: $2.1T
➡️Alphabet: $2.1T
➡️ Meta: $1.7T
➡️ Tesla: $1.1T
➡️ Berkshire Hathaway: $1.1T
It’s still smaller than the top three, but Bitcoin has already outgrown most corporates built over decades.
For an asset born just 16 years ago, it’s still early.
💵 Cash is not king
A Fidelity study shows where Americans park their money:
🟡 Cash and money market funds: 71%
🟡 Individual stocks: 64%
🟡 Mutual funds: 43%
🟡 CDs: 38%
🟡 Crypto: 31%
🟡 ETFs: 26%
🟡 Real estate: 25%
🟡 Bonds: 19%
🟡 Precious metals: 13%
🟡 Alternatives: 7%
🟡 Options: 5%
Holding most of your portfolio in cash is like handing the Fed your wallet and saying: “please burn it.”
A Fidelity study shows where Americans park their money:
🟡 Cash and money market funds: 71%
🟡 Individual stocks: 64%
🟡 Mutual funds: 43%
🟡 CDs: 38%
🟡 Crypto: 31%
🟡 ETFs: 26%
🟡 Real estate: 25%
🟡 Bonds: 19%
🟡 Precious metals: 13%
🟡 Alternatives: 7%
🟡 Options: 5%
Holding most of your portfolio in cash is like handing the Fed your wallet and saying: “please burn it.”
Cash isn’t king. It’s kindling. And inflation is the match.
JUST IN: The dollar may weaken due to expected Fed rate cuts.
• ING's Chris Turner predicts that rate cuts could lower funding costs and lead to more hedging against depreciation.
• Markets are projecting a 93% probability of a 25 basis points cut on September 17.
• 71 basis points are expected by the end of 2025 and 142 basis points by the end of 2026.
• ING's Chris Turner predicts that rate cuts could lower funding costs and lead to more hedging against depreciation.
• Markets are projecting a 93% probability of a 25 basis points cut on September 17.
• 71 basis points are expected by the end of 2025 and 142 basis points by the end of 2026.
The anticipated rate cuts are generally bearish for the US dollar and could be bullish for risk assets.
This media is not supported in your browser
VIEW IN TELEGRAM
If you're not willing to react with equanimity to a market price decline of 50% two or three times a century, you're not fit to be a common shareholder, and you deserve the mediocre result you are going to get."
-Charlie Munger
Media is too big
VIEW IN TELEGRAM
The job you choose becomes the life you live.
Choose wisely.
Choose wisely.
🤑 TON Strategy Stock Falls Despite $250M Buyback — A Red Flag for Toncoin?
● TON Strategy (formerly Verb Technology) announced the repurchase of 250,000 shares at $8.32 each. This move is part of its massive $250M buyback program, following the disclosure of $713M worth of Toncoin reserves in August.
⤵️ Despite the announcement, the company’s stock has dropped over 21.6% since it became TON’s treasury and even fell another 7.5% after the buyback news.
● This company is also exploring staking as a way to secure sustainable income, but retail investors still seem skeptical about Toncoin’s long-term value.
● TON Strategy (formerly Verb Technology) announced the repurchase of 250,000 shares at $8.32 each. This move is part of its massive $250M buyback program, following the disclosure of $713M worth of Toncoin reserves in August.
⤵️ Despite the announcement, the company’s stock has dropped over 21.6% since it became TON’s treasury and even fell another 7.5% after the buyback news.
💵 Toncoin, the native token of The Open Network tied to Telegram, has plunged about 40.7% since the beginning of the year.
● This company is also exploring staking as a way to secure sustainable income, but retail investors still seem skeptical about Toncoin’s long-term value.