SpendNode Podcast: Crypto News & Analysis

Trading firm Jane Street signed a reported $13 billion cloud contract with Crusoe, the former Bitcoin miner now building AI data centers. Here is why it matters. Read the full article: https://www.spendnode.io/blog/jane-street-crusoe-13-billion-ai-cloud-contract-september-2026/

Coinbase has filed SEC registrations to bring single-stock perpetual futures to U.S. traders, a crypto-native derivative now aimed at equities. Here is what it means. Read the full article: https://www.spendnode.io/blog/coinbase-single-stock-perpetual-futures-sec-filing-september-2026/

Michael Saylor's Strategy has raised $20.9 billion in equity this year, ranking fourth among all U.S. issuers, to fund its Bitcoin accumulation as BTC trades near $80,945. Read the full article: https://www.spendnode.io/blog/strategy-fourth-largest-us-equity-issuer-20-9-billion-bitcoin-september-2026/

ASIC gave crypto firms until September 30 to apply for an Australian Financial Services licence or face fines up to 10% of annual turnover from October 1. Read the full article: https://www.spendnode.io/blog/australia-asic-crypto-license-deadline-10-percent-turnover-fine-september-2026/

Nomura's crypto arm Laser Digital is partnering with Keyring Network to launch institutional-grade fixed income products in DeFi, starting on Euler Finance. Read the full article: https://www.spendnode.io/blog/nomura-laser-digital-euler-finance-institutional-fixed-income-september-2026/

Standard Chartered, a $367B global bank, launched institutional Bitcoin and Ether spot trading in the UAE, deepening the Middle East's push to become a regulated crypto hub. Read the full article: https://www.spendnode.io/blog/standard-chartered-institutional-crypto-trading-uae-september-2026/

Dollar-backed stablecoins now park billions in short-term US Treasuries, turning private crypto tokens into a steady buyer of government debt. Here is what that shift means. Read the full article: https://www.spendnode.io/blog/stablecoins-treasury-debt-buyer-last-resort-september-2026/

SEC Chair Paul Atkins told Fox Business he anticipates the CLARITY Act will pass the Senate and reach Trump's desk. Here is what the market structure bill changes. Read the full article: https://www.spendnode.io/blog/sec-chair-atkins-clarity-act-senate-passage-september-2026/

Coinbase CEO Brian Armstrong welcomed Anthony Armstrong to the board on September 3, 2026, with a stated goal of building the financial system for AI agents. Read the full article: https://www.spendnode.io/blog/coinbase-anthony-armstrong-board-ai-financial-system-september-2026/

Thailand's SEC now enforces the crypto Travel Rule, requiring exchanges to verify self-custodial wallet ownership and keep transfer records for five years. Read the full article: https://www.spendnode.io/blog/thailand-crypto-travel-rule-self-custody-wallet-checks-september-2026/

CrowdStrike and the DOJ isolated 15,000+ machines infected by Sality, an eight-year malware operation that stole Bitcoin and Ethereum from victims worldwide. Read the full article: https://www.spendnode.io/blog/sality-botnet-dismantled-crypto-theft-crowdstrike-doj-september-2026/

The SEC has proposed its first transfer agent rule overhaul in four decades, adding Form TA-2 questions about share registers kept on distributed ledgers. Read the full article: https://www.spendnode.io/blog/sec-transfer-agent-overhaul-tokenization-september-2026/

Bitfinex Securities listed tokenized notes tracking Strategy, STRC, Metaplanet, H100 Group and Capital B, tradable against USD, USDT and Bitcoin for non-US investors. Read the full article: https://www.spendnode.io/blog/bitfinex-securities-tokenized-notes-strategy-metaplanet-september-2026/

US spot Bitcoin ETFs logged their strongest month of 2026 in August, cutting year-to-date net outflows by 66% as BTC rallied about 25%. Here's what the reversal means. Read the full article: https://www.spendnode.io/blog/bitcoin-etfs-best-month-2026-btc-up-25-august-september-2026/

Swiss service Pocket Bitcoin exposed compliance records linking 291 customers' names and addresses to public Bitcoin wallets. Funds were safe, but privacy was not. Read the full article: https://www.spendnode.io/blog/pocket-bitcoin-leak-291-users-identities-wallets-september-2026/

Global broad money supply reached a record $150 trillion in June, up $10.7 trillion YoY. Here is what the monetary expansion means for Bitcoin and crypto. Read the full article: https://www.spendnode.io/blog/global-money-supply-record-150-trillion-crypto-september-2026/

Goldman Sachs, Bank of America, Citi, Wells Fargo and 17 other banks aim to launch a shared USD stablecoin by mid-2027, with a euro version to follow. Read the full article: https://www.spendnode.io/blog/twenty-one-major-banks-joint-usd-stablecoin-h1-2027-september-2026/

G20 finance ministers and central bank governors formally recognized digital assets in economic growth and pledged clearer rules and better cross-border payments. Read the full article: https://www.spendnode.io/blog/g20-formally-recognizes-digital-assets-economic-growth-september-2026/

Token buybacks reached a record $638M, with Hyperliquid and Pump.fun driving nearly 90% of the total. Here is what the concentration says about onchain revenue. Read the full article: https://www.spendnode.io/blog/crypto-token-buybacks-record-638-million-hyperliquid-pumpfun-september-2026/

Singapore's MAS proposes a stablecoin license requiring 100% reserve backing and banning interest to holders, setting a strict bar for issuers seeking approval. Read the full article: https://www.spendnode.io/blog/singapore-mas-stablecoin-license-100-percent-reserves-no-holder-interest-september-2026/

Russia's cryptocurrency regulation went live on September 1, 2026, moving digital assets from an unofficial gray zone into a formal legal framework. Read the full article: https://www.spendnode.io/blog/russia-crypto-law-takes-effect-september-2026/

The EU is recommending member states exclude crypto from tax-advantaged savings accounts, cutting off a mainstream on-ramp for retail investors across the bloc. Read the full article: https://www.spendnode.io/blog/eu-crypto-exclusion-tax-advantaged-savings-accounts-september-2026/

Grayscale Research's Zach Pandl argues AI's appetite for financial data is reviving demand for privacy coins, with Zcash's zero-knowledge cryptography as a candidate solution. Read the full article: https://www.spendnode.io/blog/zcash-ai-financial-privacy-grayscale-zach-pandl-september-2026/

Donald Trump Jr.'s 1789 Capital is investing roughly $300M into Polymarket, one of the largest political-backed bets on a crypto prediction market to date. Read the full article: https://www.spendnode.io/blog/trump-jr-1789-capital-300-million-polymarket-september-2026/

Q2 13F filings show Goldman Sachs, Jane Street, and Millennium Management among the largest XRP ETF holders, a rare institutional footprint for a long-contested token. Read the full article: https://www.spendnode.io/blog/xrp-etf-top-holders-goldman-jane-street-millennium-q2-2026/