The report notes Bitcoin fell below $75k, with ETF outflows and weakening short‑term holder positions contributing to the decline. Despite reduced leverage and high funding costs, market momentum is weak but no longer confirming the downtrend.
Our full brief of this report is being written. Here is the short summary for now.
Chainalysis examined eight Canadian crypto OTCs sanctioned by OFAC and found they moved millions of dollars for Iran’s IRGC and drug cartels. The report shows over $6 M from sanctioned Iranian sources and $6.8 M to the Ryan Wedding cartel.
Western Europe's crypto market, valued at about $2.08 trillion, remained stable despite a worldwide downturn. The region recorded a modest 1.2% growth from July 2025 to the reporting period.
Fidelity Digital Assets examines Solana’s edge in on‑chain trading and concludes that its low fees, high throughput, and native AMM infrastructure give it a clear advantage over competing blockchains.
Bitcoin Optech’s newsletter reviews ongoing debates about TCP hole punching for home nodes and a draft BIP for co‑signer spending policies, plus updates on BIP54. It finds that hole punching faces security trade‑offs and that the co‑signer draft seeks interoperability while BIP54 may activate around 2027.