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Monday, 14/09/2026

Bitcoin Sees Third Single-Block Reorg Since Aug. 16 as SpiderPool Orphaned Block Leaves 3.1389 BTC Reward Unpaid

Odaily News: According to Bitcoin News monitoring, on Sept. 11, Bitcoin experienced another single-block reorganization at block height 966500, caused by SpiderPool and AntPool each producing valid blocks on the same parent block. The orphaned block generated by SpiderPool contained approximately 3.1389 BTC in block rewards, which went unpaid. This is the third single-block reorganization since Aug. 16.

BIS Warns: Beware of High Leverage Amid the AI Frenzy

Odaily News: The Bank for International Settlements (BIS), often called the "central bank of central banks," issued a warning in its latest quarterly review that, with leverage ratios surging and the underlying debt structure becoming increasingly opaque, the financial fragility underpinning this round of exuberance is intensifying.

This risk warning did not come out of nowhere. In July of this year, the Situational Awareness fund, led by Leopold Aschenbrenner, staged a harrowing episode. The fund had made heavy bets on the AI sector, but a sharp drop in the valuation of its underlying assets triggered a wave of margin calls from banks, ultimately forcing it to urgently transfer the core holdings of its public-market equity portfolio to Ken Griffin's Citadel to barely survive the liquidity crisis.

In the BIS's view, this incident is a typical microcosm of leveraged hedge funds becoming deeply entangled in core markets. Frank Smets, head of economic analysis and statistics at the BIS, pointed out that cross-market leverage is concerning, as it can easily amplify normal market fluctuations into violent systemic shocks, and the near-miss of AI-themed hedge funds has once again laid this risk bare. (TheEdgeMalaysia)

CoinShares' revenue in the first half of the year was 51.4 million USD, with a net loss of 23.9 million USD

CoinShares PLC, a digital asset management company, announced its half-year performance for the period ending June 30, 2026. Total revenue was $51.4 million, down from $80 million in the first half of 2025. Revenue from asset management was $40 million, capital markets revenue was $11.4 million, and there were operational earnings of $3.4 million. As of June 30, total assets under management were $5.5 billion, a decrease from $7.4 billion as of December 31, 2025. During the period, the group had a net inflow of $27.6 million, with CoinShares Physical seeing a net inflow of $155.9 million, while the traditional CoinShares XBT Provider platform experienced a net outflow of $104.6 million.Operating loss was $5.1 million, with segment EBITDA at $21.6 million. The net loss was $23.9 million, which included an unrealized loss of $16.6 million due to XBT pricing differences and an unrealized loss of $15.4 million from inventory digital asset holdings. Net assets were approximately $453 million, with no long-term debt and available capital positions of about $413.9 million. The board plans to seek shareholder authorization for a share buyback program at a special shareholder meeting on September 15, 2026. The company launched its first Bitcoin mining UCITS ETF in July and completed the acquisition of Bastion in early September.

Tina Raises $3 Million with Thinkware and Others Participating

Odaily News: Tina announced the completion of a $3 million funding round, with participation from Thinkware, Gemhead Capital, Archer Capital, and Mayer Venture. Tina is a Solana-based geospatial DePIN network that transforms community-contributed geospatial data into real-world datasets through a mobile ecosystem. Users can collect and verify location data such as points of interest, roads, and traffic during their daily driving and receive token rewards.

Public Companies Net Sell $21.63M in Bitcoin Last Week; Strategy Skips Buying for Second Straight Week

Odaily News: According to SoSoValue data, as of 8:00 a.m. ET on Sept. 14, 2026, the total net selling of Bitcoin by global public companies (excluding mining companies) last week was $21.63 million, a decrease of 108.1% from the previous week.

Strategy (formerly MicroStrategy) did not purchase Bitcoin last week, marking two consecutive weeks without buying.

Japanese public company Metaplanet did not purchase Bitcoin last week, marking nine consecutive weeks without buying Bitcoin.

In addition, three other companies announced Bitcoin purchases or holdings last week. KULR, a provider of aerospace-grade defense battery thermal management and safety solutions, announced on Sept. 11 that it earned approximately $58.5 million from Aug. 20, 2026 to Sept. 11, 2026, selling approximately 764 Bitcoin at $76,633 per coin, and has sold all of its Bitcoin holdings; French Bitcoin company Capital B announced on Sept. 14 that it purchased 4 Bitcoin at $77,219 per coin, bringing its total holdings to 3,525 Bitcoin; asset management company Strive announced on Sept. 14 that it spent approximately $36.56 million last week to purchase 469 Bitcoin at $77,954 per coin, bringing its total holdings to approximately 25,000 Bitcoin.

As of press time, the global public companies in the statistics (excluding mining companies) hold a total of 1,125,978 Bitcoin, up 0.54% from the previous week, with a current market value of approximately $87.52 billion, accounting for 5.6% of Bitcoin's circulating market value.

Microsoft Releases Interim Code of Conduct to Limit AI Model Use

Odaily News: Microsoft (MSFT.O) released an interim code of conduct imposing restrictions on artificial intelligence models, just days after the heads of Anthropic and OpenAI agreed to slow down development.

The company, one of the leading cloud service providers, wants to be seen as a responsible AI player. "We've received feedback that people want to see clearer commitments: AI always serves humanity, rather than trying to replace it," Mustafa Suleyman, who oversees the company's model development, said in an interview with CNBC. "We've received a lot of feedback emphasizing that AI should not create dependency, should not be sycophantic, and should always promote human judgment, autonomy, and agency." Suleyman said that although these guidelines had been in the works for about five months, Microsoft chose to release them now given the recent discussions they have sparked. (CNBC)

US partisan divide emerges, federal AI regulation consensus likely elusive for now

Odaily News: Trump's embrace of AI has reached nearly the limit a politician can achieve; Democrats' ambivalence toward AI has also reached the limit a political party can achieve. This vast divide makes it almost impossible to imagine reaching a federal AI regulation consensus this year, or possibly even until early 2029, no matter who wins control of Congress. In his remarks on Sunday, Trump dismissed safety warnings from AI giants as "a lot of negative forces," and it is currently unclear whom Trump was referring to.

Trump's "AI accelerationist" allies, including Silicon Valley venture capitalists, view these safety alarms as a tactic by dominant players in the field to lock in favorable regulation. On the other side, congressional Democrats are coalescing around a sense of urgency, but there is no equally clear consensus on what exactly should be done. House Minority Leader Hakeem Jeffries said his caucus will meet on Tuesday to debate what action to take on AI; meanwhile, former President Obama is privately urging Democrats to make AI a top priority. Democratic Representative Greg Casar, meanwhile, wants to directly ban superintelligence and pause advanced AI development. (AXIOS)

Microsoft Releases Temporary Code of Conduct for AI Model Usage

Microsoft released a temporary code of conduct imposing restrictions on artificial intelligence models after the heads of Anthropic and OpenAI agreed to slow down development. Mustafa Suleyman, who is responsible for the company's model development, stated that the guidelines aim to ensure that AI serves humanity and promotes judgment and autonomy.

Canaan Sells Entire 3,952 ETH Holdings

Odaily News: Canaan Inc. released an unaudited operational update for the period ended Aug. 31, 2026, disclosing that in late August it sold its entire 3,952 ETH holdings at an average price of approximately $2,400 per token, and sold 54 BTC at an average price of approximately $79,000 per coin. The company used part of the proceeds to repurchase approximately 13.6 million American Depositary Shares ('ADS'), bringing total ADS repurchases since the beginning of the year to approximately 16.4 million. (PRNewswire)

Jia Nan Technology mined 44 BTC in August, liquidated 3,952 ETH, and sold 54 BTC

According to PR Newswire, Canaan Inc. (CAN) released its unverified Bitcoin mining operation data for August. In August, 44 BTC were mined, and as of the end of the month, the balance sheet held 1868 BTC, with all ETH positions completely liquidated.The company sold all 3952 ETH and 54 BTC at the end of August, with average prices of approximately $2400 and $79,000, respectively, cashing out about $13.9 million, and used about $5.4 million of that to repurchase approximately 13.6 million ADS, bringing the total repurchased this year to about 16.4 million ADS. Its non-joint venture mining facility has an installed hash rate of 10.05 EH/s, while the joint venture (JV) mining facility has an installed hash rate of 4.92 EH/s, with a comprehensive electricity cost of approximately $0.043 per kilowatt-hour for the month.

Tom Lee: Ethereum May See Multiple Bullish Catalysts as ETH/BTC Ratio Hits Highest Since Late January

Odaily News: Tom Lee, chairman of Ethereum treasury company Bitmine, said ETH has multiple bullish catalysts in the coming months that will lay the groundwork for a wave of institutional buying of cryptocurrencies expected in the final months of 2026. These include the CLARITY Act vote scheduled for mid-September, South Korean investors re-entering crypto assets and rotating from AI stocks into the crypto market, and the "four-year cycle" pattern.

Lee further noted that the ETH/BTC ratio has risen to its highest level since Jan. 30 of this year, breaking above a trendline formed since the pandemic-era peak and establishing a new uptrend. This reflects Ethereum's strengthening position as settlement infrastructure for tokenized Wall Street assets, while the market increasingly recognizes that Ethereum may play a key role in the Agentic AI space. (PRNewswire)

DeFi Development Boosts SOL Holdings to About 2.39 Million, Establishes $300 Million CHAD At-the-Market Offering Program

Odaily News: DeFi Development Corp. (Nasdaq: DFDV) announced the additional purchase of 55,491 SOL, bringing its total SOL and SOL-equivalent holdings to approximately 2.39 million, up about 2% from Aug. 27, 2026. The company also established an at-the-market offering program for CHAD of up to $300 million. CHAD is its Series C perpetual preferred stock, expected to be issued at no less than $10.00 per share of par value, with net proceeds mainly used to increase SOL holdings. Since the start of the quarter, SOL has outperformed the Nasdaq 100 Index by 39%, while DFDV's performance during the same period was 2 times that of SOL. CEO Joseph Onorati said the program provides the structural foundation to expand CHAD into a new growth engine, and the issue price will be no less than $10.00 per share of par value.

Nvidia, Palantir, and Booz Allen May Restrict Use of Anthropic Models

Odaily News: According to sources, as companies grow increasingly concerned that Anthropic or OpenAI may acquire or learn from their intellectual property through customer usage, several large corporations involved in sensitive enterprise business have begun tightening their use of AI models. Companies such as Palantir, Nvidia, and Booz Allen Hamilton have asked AI vendors to provide new data security guarantees, or to reduce or even stop using their most advanced models. (The Information)

DeFi Development increased its holdings by 55,491 SOL and established a $300 million preferred stock CHAD ATM plan

According to GlobeNewswire, Solana Treasury Company DeFi Development Corp. (Nasdaq: DFDV) has increased its total holdings of SOL by 55,491 coins since August 27, currently holding approximately 2,388,900 SOL and SOL equivalents, an increase of about 2%.At the same time, the company announced the establishment of a variable rate Series C perpetual preferred stock (Nasdaq: CHAD) ATM program with a cap of $300 million, with R.F. Lafferty & Co. serving as the exclusive sales agent. The issuance price is expected to be no less than $10 per share par value, and the net proceeds will primarily be used to increase SOL holdings.The company stated that the establishment of the CHAD ATM program does not represent an immediate initiation of financing, and the company is under no obligation to sell any shares.

Analysis: Robinhood-AMC Clash Is Just the Beginning — US Stock Market May Face Its 'Napster Moment'

Odaily News: Robinhood recently tokenized stocks such as AMC, drawing public criticism from AMC's CEO, but the model can lower the cost and barriers for global investors trading US stocks. Blockchain-driven stock tokenization is reshaping the US stock brokerage industry, with an impact potentially similar to Napster's disruption of the music industry 25 years ago. Analysis notes that tokenized stocks still face issues such as voting rights, custody of underlying shares, and whether token assets are fully backed, but regulators have begun pushing for related framework development. Nasdaq recently invested $100 million in blockchain finance company Payward, and the trend of putting stocks on-chain is accelerating — threats or lawsuits are unlikely to stop this technological development in the long term. (Fortune)

Dogecoin ETFs Draw Just $12M in 10 Months as XRP and Solana Funds Top $3B Combined

Odaily News: Three U.S. Dogecoin ETFs have attracted just over $12 million combined over nearly 10 months, while XRP funds took in $12.29 million on Sept. 9 alone. Since launching in November 2025, XRP funds have seen cumulative net inflows of $1.7 billion, and Solana funds have drawn $1.36 billion since their October 2025 debut—both more than 100 times the total for Dogecoin funds.

Bitwise previously announced it will shut down its Dogecoin ETF BWOW, which held just $687,713 in assets as of Sept. 9, with trading expected to end on Oct. 14. Data shows that across 199 trading days, the three Dogecoin funds recorded net inflows on only 28 days, with zero net flow on 166 days. MyDoge founder Jordan Jefferson believes accessibility was never Dogecoin's biggest bottleneck; whether institutional demand can be unlocked depends on whether investors can find underwriting value beyond price appreciation. (CoinDesk)