26 Oct 2026
Strive bought 6,182 BTC to reach 43,000 BTC, an Electrum bug let rogue servers steal bitcoin during fee bumps, and the NBA signed with the CFTC, Kalshi and Polymarket. Treasury dealers hold a two-year high in bills ahead of an October 30 funding test, with the Fed decision due Wednesday.
Regulation TradeReviewed News Desk
The stories that mattered for crypto traders on Monday, October 26, 2026.
Markets and macro
- Strive closes in on the second-largest corporate bitcoin treasury. Strive (ASST) bought 6,182 BTC between October 17 and 23, about $511 million, lifting its holdings to 43,000 BTC per an SEC 8-K filing, just behind Metaplanet (44,000) and Twenty One (43,514). It also set up an at-the-market program for up to $1 billion of SATS preferred stock. (The Block)
- Treasury dealers hold the most bills in two years ahead of an October 30 funding test. Primary dealers’ net T-bill holdings hit a two-year high, and traders are watching whether repo strain spills into rebuilt Bitcoin leverage. (CryptoSlate; our full story)
- Inflation expectations stay sticky. The University of Michigan’s final October survey put sentiment at 48, with year-ahead inflation expectations at 4.7% and long-run expectations at 3.5%, a mix that could limit how far the Fed can ease. (CryptoSlate)
- Polymarket gives Democrats 93% odds to win the House. Bettors also price a 65% chance for the Senate, and a World Gold Council note flags the US dollar as the main channel to Bitcoin. (BeInCrypto; our full story)
- Gold miners look washed out before the Fed. About 92% of stocks in the VanEck Gold Miners ETF (GDX) trade below their 50-day average, the most since late July. (BeInCrypto; our full story)
Exchanges, platforms and prediction markets
- Hyperliquid names Kraken parent Payward as first CFTC-regulated HIP-3 deployer. The plan runs through Payward’s Bitnomial exchange and still needs regulatory approval. (The Block; our full story)
- The NBA signs with the CFTC, Kalshi and Polymarket while the NFL balks. The league agreed an information-sharing memorandum with the CFTC and named Kalshi and Polymarket as preferred exchanges, while the NFL has sided with states in the Supreme Court fight over prediction markets. (CoinDesk)
- Ripple launches always-on treasury tools at Swell. Ripple Treasury added 24/7 Returns, which lets eligible firms earn on idle cash via assets such as RLUSD, plus an AI orchestration layer. (Ripple; our full story)
- XRP takes over New York subway ads. XRP branding with the slogan “Crypto Responsibly” covered trains and stations at 42nd Street ahead of Swell. (U.Today)
- BNB Standard rings the Nasdaq bell. The largest public BNB treasury company, with more than 515,400 BNB, will run its own validator, while CZ pitched BNB Chain as the network for AI payments. (The Block; our full story)
Security
- Electrum bug let rogue servers steal bitcoin during fee bumps. Malicious servers could swap in fake pending transactions that users then signed when using Replace-by-Fee; at least one theft is confirmed. Electrum 4.8.3, released October 24, adds the missing signature checks. (CoinDesk)
- Keystone destroys 18,835 wallets after its authentication key leaked. Recovery phrases were not affected, but fake devices and targeted scams are now the main risk. (Livecoins; our full story)
What it means for traders
Wednesday’s Fed decision and the October 30 funding date are the near-term catalysts, and sticky inflation expectations argue against assuming fast easing. Corporate buyers like Strive keep adding, but leverage is rebuilding, so size positions for volatility. Two wallet incidents in one day are a reminder to update software, verify every address and buy hardware only from official channels. If you are choosing where to trade, see our exchange comparison, our BingX review and OKX review, and how we test.
This roundup is for information only and is not financial advice.
Related reviews
Sources
- The Block: Strive closes in on second-largest corporate bitcoin treasury
- CryptoSlate: Treasury dealers' bill holdings at two-year high
- CryptoSlate: Bitcoin faces an inflation warning
- BeInCrypto: Democratic Congress, stocks, gold and Bitcoin
- BeInCrypto: Gold miners ETF oversold
- The Block: Hyperliquid names Payward first CFTC-regulated HIP-3 deployer
- CoinDesk: NBA joins CFTC prediction markets push
- Ripple: Ripple Treasury always-on platform
- U.Today: XRP takes over NYC subway advertising
- The Block: CZ pitches BNB Chain role in AI
- CoinDesk: Electrum wallet bug
- Livecoins: Keystone destroys 18,000 devices
News is for information only and is not financial advice. More crypto news
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