The News Tribune Weekly!
Welcome to another edition of our weekly newsletter, where we bring you the stories, trends, and developments shaping the economic, digital, and crypto world. From market movements and Bitcoin trends to emerging ideas and industry shifts, here’s what caught our attention this week.
Without further ado, let’s move on to point 1!
Bitcoin Could Be Building Toward Its Next Major Rally
Bitcoin may still be in the early stages of preparing for its next major upward move, with large investors appearing to play a bigger role in the market than retail traders.
Large Investors Remain Active
According to crypto analyst CW, the market has not yet experienced the level of spot demand that has historically accompanied Bitcoin’s strongest rallies. Much of the current activity is being driven by whales, while smaller investors have yet to return in significant numbers.
CW pointed to the previous market cycle as an example. The major Bitcoin rally gained momentum when trading activity shifted away from large whale orders and became more dominated by regular-sized orders. For the analyst, that change is important because it shows that retail investors are beginning to participate more actively.
At present, however, that transition has not happened.
Retail Participation Could Change the Market
CW believes whales are using the current period to build their positions. They are accumulating Bitcoin in the spot market while also establishing futures positions, with these activities gradually supporting the price.
The analyst expects the situation to change once these preparations are complete. A stronger price move could attract public attention, potentially bringing more retail investors into the market. As retail participation increases, whales could then begin selling some of the Bitcoin they accumulated at lower prices.
This, according to CW, reflects the pattern often seen during a bull market.
For now, the analyst says the market is still waiting for the signal that would indicate this transition is taking place. He described the disappearance of the current green signal and the appearance of the normal signal as an important indication that the real rally may be beginning.
Meanwhile, Bitcoin is already seeing stronger money flows through ETFs. Spot Bitcoin ETFs recorded $2.39 billion in net inflows during the latest week, their highest weekly inflow since October 2025.
🤖 Bill Gates Calls for Stronger Government Oversight of Powerful AI
Bill Gates is urging governments to take a more active role in managing the risks associated with increasingly powerful artificial intelligence. The Microsoft co-founder believes current AI systems have reached a level where stronger external oversight is necessary, arguing that technology companies should not be left to regulate themselves.
Speaking during an interview with NBC’s Meet the Press, Gates discussed the potential consequences of advanced AI and the need for governments to prepare for risks that could become increasingly difficult to control.
🤖 AI’s Growing Capabilities Raise New Risks
Gates warned that the capabilities of advanced AI could contribute to extremely serious events. To illustrate the possible scale of such a disaster, he said AI could potentially be involved in circumstances resulting in up to one billion deaths.
The figure was presented as an extreme possibility rather than a prediction. His broader concern is that increasingly capable AI could amplify existing threats, including cyberattacks, biological risks, and autonomous systems that become difficult for humans to manage.
For Gates, the rapid development of AI means governments need to understand these risks before the technology becomes even more capable.
🏛️ Self-Regulation May Not Be Enough
A major part of Gates’ argument is that AI safety cannot be handled entirely by the companies building these systems. He said self-regulation is not sufficient, pointing instead to the need for politicians, regulators, and law enforcement agencies to be involved.
That could include establishing safety requirements, monitoring powerful AI systems, and creating mechanisms for responding to dangerous applications.
Gates has previously raised concerns about governments struggling to keep pace with AI development. Earlier in September, he pointed to potential disruption involving employment, cybersecurity, and people’s growing reliance on AI-powered tools.
🌍 Gates Still Sees AI as a Force for Good
His warnings do not amount to a rejection of artificial intelligence. Gates continues to point to opportunities for AI to improve healthcare, education, and agriculture, particularly in regions where access to expertise and infrastructure remains limited.
The Gates Foundation plans to invest at least $1 billion over two years in expanding access to AI solutions in these areas. It is also working with companies including Anthropic, Google, and OpenAI on improving AI support for underrepresented languages.
For Gates, the challenge is finding a way to capture these benefits while putting effective safeguards around the technology as its capabilities continue to grow.
Weekly Recap: The Headlines That Made a Splash!
Like every Monday, here’s your pick of last week’s crypto news that you absolutely shouldn’t have missed!
However, if you’re the type who likes to stay updated every day, we’ve got just the thing for you. We’ve set up a Daily on our Substack. In just five minutes, you’ll be fully in the loop on everything happening in the crypto world! 😎
⚖️ Court Upholds Pentagon’s Decision to Label Anthropic a Supply Chain Risk
A US federal appeals court has upheld the Pentagon’s decision to designate Anthropic a “supply chain risk” and remove Claude from certain military systems and contracts. The September 25 ruling was decided 2–1 and also prevents Pentagon subcontractors from using Anthropic products in their work for the department. The dispute centers on two restrictions Anthropic maintained: fully autonomous lethal weapons and mass surveillance of US citizens. A separate California ruling from August had favored Anthropic, leaving two conflicting judicial decisions in place. The company is considering further legal action, potentially including a new review or an appeal to the Supreme Court.
👉 Read the article
₿ Bitcoin Nears $85,000 as October Brings a Crucial Test
Bitcoin enters October around $85,000 after gaining nearly 9% in September and roughly 40% from its August low. Seasonal data offer support for the so-called “Uptober” scenario: ten of the past 13 Octobers ended higher. On-chain indicators add another element, with adjusted MVRV moving above 1 on September 20 after crossing its annual average in August. US spot Bitcoin ETFs have also attracted billions of dollars, including $433 million on September 18. But profit-taking is becoming more visible. Unrealized profit reached 33% on September 26, the highest since December 2024, while 25,700 BTC were spent at a profit that day, representing more than $2.1 billion. Bitcoin remains between $83,000 and $85,000, with $87,000 as the next resistance.
👉 Read the article
💰Binance Invests $100 Million in Circle as USDC Takes Aim at USDT’s Lead
Binance has invested $100 million directly in Circle and renewed its commercial agreement around USDC for five years. The exchange acquired 1,237,011 Circle shares at $80.84 each through a private placement completed on September 17. Binance generally cannot sell, transfer, or hedge the shares for up to two years, although it retains voting rights. Under the new agreement, Binance will further promote USDC across its ecosystem, including savings and investment products, while Circle will pay the exchange a monthly commission based on USDC held through its wallet infrastructure. USDT remains significantly larger, with around $183 billion in circulation compared with nearly $75 billion for USDC.
👉 Read the article
🤝 CoinMarketCap Acquires Coinglass, Bringing Derivatives Data Into Its Ecosystem
CoinMarketCap has acquired Coinglass in a deal whose value was not disclosed, bringing derivatives-market data into the platform’s broader offering. Coinglass tracks open interest, funding rates, liquidations, long and short positions, and options across 28 exchanges and more than 2,500 instruments. It has more than five million monthly users and 10,000 API clients, while CoinMarketCap reports around 115 million monthly users. Coinglass says its brand, website, app, free tools, API, and pricing remain unchanged for now, with the team continuing to operate independently. CoinMarketCap plans to gradually integrate Coinglass data, including liquidations, funding rates, open interest, and options. Because CoinMarketCap is owned by Binance, the acquisition also brings renewed attention to the concentration of crypto-market data within one ecosystem.
👉 Read the article
🏆 Solana’s Tokenized Assets Reach a Record $4.6 Billion
Tokenized real-world assets on Solana reached a record $4.6 billion on September 23, according to RWA.xyz, up 11.47% over 30 days. The figure includes $4.49 billion in assets actually distributed on-chain, while the remainder comes from securities represented by issuer-declared values that do not necessarily circulate on the blockchain. The number of wallets holding at least one tokenized asset has almost doubled in a month, reaching 685,850. Stablecoins remain a major part of the ecosystem, with nearly $16 billion circulating on Solana. SOL itself rose 16.3% over seven days to $116.79 on September 24, although the article notes that the price move cannot yet be directly attributed to the RWA record.
👉 Read the article
📉 Crypto Treasury Companies Fall Below the Value of Their Reserves
The crypto treasury model is facing a sharp change as most major companies in the sector now trade below the value of the digital assets they hold. DWF Ventures found that only four of the 20 largest Digital Asset Treasuries still have an mNAV above 1: Bit Digital, Strive, Hyperliquid Strategies and BitMine. The other 16 trade below the value of their crypto reserves. Sequans Communications has gone further, selling its final 314 BTC and ending its Bitcoin strategy entirely. The French semiconductor company had accumulated more than 3,200 BTC at its peak after launching the strategy in June 2025. The decline in mNAV also makes issuing new shares to finance additional Bitcoin purchases less attractive, as dilution becomes harder to justify.
👉 Read the article
🏦 Institutions Keep Their Crypto Allocations Despite a 50% Market Drop
A Bitwise survey of 15 institutional investors found that none reduced their crypto allocations during a market decline of roughly 50%. Several even used the pullback to increase their positions. The sample included endowments, foundations, public pension funds, sovereign wealth funds, family offices, and publicly traded companies, with crypto representing between 0.5% and 13% of their investable assets, mostly between 1% and 2%. Bitcoin generally remained the oldest and largest crypto position across the portfolios. By contrast, decisions around Ether and Solana were more closely tied to network adoption and use cases such as stablecoins, DeFi, and tokenization. Almost all surveyed institutions already used or planned to use spot crypto ETFs, with some moving away from private placements and direct custody.
👉 Read the article
🎯 Peter Brandt Maps a Potential Ethereum Move Toward $8,600
Peter Brandt’s long-term Ethereum chart points to a potential target around $8,600, but only after a sustained break above $5,000. Ether was trading around $2,660 when the analysis was published, leaving several levels between the current price and Brandt’s target. The first major short-term resistance sits around $3,000, followed by the $5,000 threshold needed to validate the scenario. Brandt’s original chart places the longer-term target at $8,674.50. Meanwhile, US spot Ethereum ETFs recorded $536.7 million in cumulative inflows across September 21–23. BitMine held 5,983,940 ETH as of September 20 and had staked about 85% of its holdings. Brandt does not provide a timeline and says the chart does not indicate that he has taken a trade.
👉 Read the article
That’s the end of our weekly roundup! 😄
A big thank you for reading. We’ll see you next Monday with even more juicy news from the crypto world!
The Newsletter does not provide investment advice, nor does it offer recommendations to buy or sell financial securities. Any opinions or views that the Newsletter may express in the course of its research activities, particularly regarding markets and/or financial instruments, cannot be held financially liable. Any paid promotions will always be clearly indicated so as not to mislead the reader.
Thank you for following our weekly newsletter! To stay at the heart of the news, subscribe for free to our daily edition and receive each day a summary of the most important events in the crypto ecosystem.
