SpendNode Podcast: Crypto News & Analysis

A yen stablecoin traded at four times its intended value, pushing South Korean regulators to reconsider rules that keep professional market makers off local exchanges. Read the full article: https://www.spendnode.io/blog/south-korea-market-maker-rules-jpyc-4x-peg-september-2026/

China's Ministry of State Security says crypto offers no anonymity and no legal escape for criminals, hardening the stance from the world's most restrictive market. Read the full article: https://www.spendnode.io/blog/china-mss-crypto-anonymity-illusion-no-legal-escape-september-2026/

Vitalik Buterin says the 2027 Hegota upgrade may be Ethereum's final fork that a 2015-era user would still recognize, before a shift to cryptographic scaling. Read the full article: https://www.spendnode.io/blog/hegota-ethereum-last-normal-fork-vitalik-september-2026/

Apollo Chief Economist Torsten Slok says AI agents that auto-move household cash could spark 'agentic bank runs.' What it means for stablecoins and DeFi liquidity. Read the full article: https://www.spendnode.io/blog/apollo-torsten-slok-agentic-bank-run-stablecoins-september-2026/

SEC staff's new staking-token categories do not cover cbETH or stETH, leaving the two largest liquid staking tokens in regulatory limbo as holders weigh exit routes. Read the full article: https://www.spendnode.io/blog/sec-staking-token-categories-exclude-cbeth-steth-september-2026/

Solana says stablecoins and real-world assets both hit all-time highs and over one million wallets now hold tokenized stocks. Here is what the milestone means. Read the full article: https://www.spendnode.io/blog/solana-ecosystem-records-stablecoins-rwas-tokenized-stocks-ath-september-2026/

The Clearing House selected Quant to power a tokenized deposit network, and CoinGecko data shows QNT up 158% on the week. A rare bank-infrastructure win for a token. Read the full article: https://www.spendnode.io/blog/the-clearing-house-quant-tokenized-deposits-qnt-158-september-2026/

Kraken is letting users request OURAx, a tokenized version of Oura's IPO shares through xStocks, bringing pre-IPO access onto blockchain rails for crypto traders. Read the full article: https://www.spendnode.io/blog/kraken-oura-ring-ipo-xstock-tokenized-securities-september-2026/

Under the SEC's tokenized-stock pilot, a second breach of a stock's trading-volume cap triggers a three-month pause on that exchange and its affiliates. Read the full article: https://www.spendnode.io/blog/sec-tokenized-stock-three-month-pause-volume-cap-breach-september-2026/

US spot Bitcoin ETFs drew $2.39B in net inflows last week, the strongest weekly total since October, as BTC held near $84,500 on Sept 27, 2026. Read the full article: https://www.spendnode.io/blog/bitcoin-etf-239b-net-inflows-best-week-since-october-september-2026/

Plasma One is offering Platinum-tier cardholders 10% cashback on their first Eight Sleep Pod 6 purchase, a merchant perk gated to the card's top tier. Read the full article: https://www.spendnode.io/blog/plasma-one-eight-sleep-10-percent-cashback-platinum-september-2026/

Payward, Kraken's parent, is buying futures brokers, chartering a bank, and opening its rails to 25+ companies to become financial infrastructure, not just an exchange. Read the full article: https://www.spendnode.io/blog/kraken-payward-financial-infrastructure-billions-september-2026/

Evercrest, the firm behind KelpDAO, sued LayerZero Labs over a $292M exploit. Projects tied to $14.5B have announced moves off the interoperability layer. Read the full article: https://www.spendnode.io/blog/layerzero-15b-exodus-kelpdao-292m-exploit-lawsuit-september-2026/

Bitget will restart withdrawals in dated phases from Sept 28 after a Sept 24 security incident it says is contained, with Mandiant and SlowMist validating fixes. Read the full article: https://www.spendnode.io/blog/bitget-resumes-withdrawals-phased-schedule-september-2026/

The CFTC has sued Cash FX Group, alleging a $950M fraud that took crypto and cash deposits but ran almost no real forex trading. Here is what the filing claims. Read the full article: https://www.spendnode.io/blog/cftc-sues-cash-fx-950m-crypto-forex-scheme-september-2026/

Hester Peirce, the SEC commissioner nicknamed Crypto Mom, is stepping down. Her exit removes the agency's most vocal digital asset defender at a pivotal rulemaking moment. Read the full article: https://www.spendnode.io/blog/sec-hester-peirce-steps-down-crypto-advocate-september-2026/

A federal appeals court let Kalshi keep running its event contracts in Ohio and Tennessee, reinforcing the CFTC-preemption argument at the center of the fight. Read the full article: https://www.spendnode.io/blog/kalshi-sixth-circuit-ruling-event-contracts-ohio-tennessee-september-2026/

IBM's blockchain beta connects 17 global banks to SWIFT using ISO 20022 messages, letting them settle tokenized deposits without rebuilding core payment systems. Read the full article: https://www.spendnode.io/blog/ibm-connects-17-banks-swift-tokenized-deposits-september-2026/

SEC staff signaled that token buybacks and continued development of functional crypto networks may not meet the Howey test for a securities offering. Read the full article: https://www.spendnode.io/blog/sec-staff-token-buybacks-network-development-howey-september-2026/

Circle Foundation is backing the UN Development Programme and World Food Programme to pilot regulated stablecoin payments for faster, cheaper humanitarian aid. Read the full article: https://www.spendnode.io/blog/circle-foundation-stablecoin-payments-un-humanitarian-aid-september-2026/

Payy has finished initial root-cause analysis of a security exploit, ruling out compromised keys, social engineering, and off-chain infrastructure. A validated audit report is due within days. Read the full article: https://www.spendnode.io/blog/payy-confirms-exploit-third-party-audit-september-2026/

Gnosis Pay will close its consumer card and web app at 23:59 UTC on Dec 20, 2026, ending one of the earliest onchain self-custody card programs. Here is what users should do. Read the full article: https://www.spendnode.io/blog/gnosis-pay-shuts-down-consumer-card-december-2026/

A whitehat moved 3,832 NFTs from hundreds of wallets after a suspected Magic Eden vulnerability, per Cointelegraph. What NFT holders should check now. Read the full article: https://www.spendnode.io/blog/magic-eden-whitehat-moves-3832-nfts-suspected-vulnerability-september-2026/

MultiversX resumed mainnet blocks on Sept. 24 after halting the chain over an exploit, but Kraken kept EGLD trading cancel-only, signaling lingering caution. Read the full article: https://www.spendnode.io/blog/multiversx-restarts-mainnet-after-exploit-halt-kraken-egld-september-2026/

Morgan Stanley and Oliver Wyman project tokenized assets will jump from about $40B today to $2.3T, a roughly 57x forecast that reframes onchain finance. Read the full article: https://www.spendnode.io/blog/morgan-stanley-2-3-trillion-tokenized-assets-forecast-september-2026/