ethereum

According to Cointelegraph, the European Banking Authority (EBA), the European Insurance and Occupational Pensions Authority (EIOPA), and the European Securities and Markets Authority (ESMA) stated in a joint risk update that advancements in quantum computing could undermine the cryptographic systems that secure blockchain transactions, communications, and databases.Google Quantum AI researchers estimated in March that the number of physical quantum bits required to break the cryptographic techniques used by many cryptocurrencies is about 20 times less than previously estimated. There currently exists no computer capable of executing such an attack.Bitcoin developer Jameson Lopp and others proposed in February to gradually phase out the current signature scheme and to restrict the usage of untransferred funds five years after the proposal is activated; this proposal has not yet been adopted. The Ethereum Foundation plans to enable Ethereum's execution, consensus, and data layers to be resistant to quantum attacks by December 2029.

According to SoSoValue data, the total net inflow of Ethereum spot ETFs is $162 million. The Ethereum spot ETF with the highest single-day net inflow is Blackrock ETF ETHA, with a single-day net inflow of $88.1304 million. Currently, the historical total net inflow of ETHA has reached $13.156 billion.The second is Fidelity ETF FETH, with a single-day net inflow of $33.6388 million. Currently, the historical total net inflow of FETH has reached $2.354 billion. As of the time of writing, the total net asset value of Ethereum spot ETFs is $17.924 billion, and the ETF net asset ratio (the market value as a percentage of Ethereum's total market value) is 5.34%. The historical cumulative net inflow has reached $13.682 billion.

Ethereum co-founder Vitalik Buterin stated in his opening speech at the 2026 Shanghai Blockchain Week that cryptographic technologies such as Fully Homomorphic Encryption (FHE), obfuscation techniques, and iO, which were previously considered far from practical, are making rapid progress. Blockchain will also transition from primarily solving "who can send what assets" to an era where it can programmatically determine "who can see what information."Vitalik cited FOCIL (EIP-7805) as an example, stating that the plan involves 16 validators jointly providing a list of included transactions, reducing the ability of a single block builder to censor or delay transactions. He mentioned that in the next five years, more computations will be performed in parallel on user devices, memory pools, and block building stages, and Ethereum will continue to push for the final confirmation time to be significantly reduced from the current approximately 16 minutes to 8-32 seconds.

Vitalik Buterin, co-founder of Ethereum, delivered a keynote speech at the 12th Global Blockchain Summit, stating that the blockchain was initially a primary tool. Although it has characteristics such as openness, neutrality, and security, it is not scalable and is completely transparent, lacking privacy protection mechanisms.Subsequently, privacy transactions and scalable verification brought by zero-knowledge proofs have changed this situation and have been transformed from planning into actual EIPs, included in the Ethereum roadmap. Technologies such as fully homomorphic encryption are also beginning to be applied, and indistinguishable obfuscation may also be applied on-chain in the future. Beyond privacy, the parallel construction and proof of blocks can make extreme scalability possible, and industry thinking has shifted from digital assets to digital assets plus information, from purely on-chain to user-end, transaction memory pools, a complete pipeline on-chain, and from who can send what to who can see what.Currently, blockchain has gradually evolved from a simple ledger to a cryptography-based secure computing network. With the development of AI, providing cryptographic rules to AI for automated formal verification can significantly enhance verification efficiency, allowing the chain to carry more possibilities.

According to The Wall Street Journal, traders on the prediction market platform Kalshi have executed nearly 1 million trades of nearly identical amounts in a single market since August, an unusual activity that has drawn the attention of federal regulators and traders. Kalshi stated that these trades represent normal activity, and the company does not disclose the identities of traders in its public data.The Wall Street Journal's analysis of publicly available trading data found that in recent weeks, more than one-third of trades in the Ethereum price speculation market consisted of rapid trades around the same order size of approximately $5,500. These rapid trades, all close to $5,500, occurred in a single Kalshi market, totaling about $5 billion.

Blockchain analysis platform Arkham stated that two Ethereum ETFs under BlackRock have collectively purchased $1.01 billion in Ethereum over the past 20 trading days, with ETHA buying $787.2 million and ETHB buying $221.2 million.ETHB has seen inflows on 13 out of the past 14 days.

According to monitoring by Catcher Predict, in the market prediction event "Ethereum September Price Prediction" on Polymarket, the "Yes" option in the sub-market "Above $2,800" experienced a dramatic fluctuation in winning probability, soaring from 50% an hour ago to the current 78.5% (a fluctuation of 28.5%). Please note the impact of related breaking news.

Watcher Guru reported that the Moscow Exchange in Russia has launched perpetual futures for five major cryptocurrencies, including Bitcoin, Ethereum, Solana, XRP, and Tron.The Moscow Exchange is the main securities exchange in Russia. This product covers perpetual futures contracts for the five cryptocurrencies mentioned above.

Famous trader and chart analyst Peter Brandt, who successfully predicted the Bitcoin crash in 2018, shares his long-term outlook on Ethereum, stating that the current Ethereum price is around 2794 USD, indicating a potential rise to around 8600 USD after breaking through the 5000 USD resistance. Additionally, Peter Brandt believes that the long-term target for XRP could reach 5.4 USD.

According to SoSoValue data, yesterday (Eastern Time September 21) the total net inflow of Ethereum spot ETFs was $270 million.The Ethereum spot ETF with the highest single-day net inflow yesterday was Blackrock ETF ETHA, with a single-day net inflow of $110 million, bringing the historical total net inflow of ETHA to $13.067 billion. The second was Fidelity ETF FETH, with a single-day net inflow of $72.958 million, currently bringing the historical total net inflow of FETH to $2.32 billion.As of the time of publication, the total net asset value of Ethereum spot ETFs was $17.817 billion, with an ETF net asset ratio (market value relative to the total market value of Ethereum) reaching 5.24%, and the historical cumulative net inflow has reached $13.52 billion.

According to BBX data, last week, publicly listed companies in the US and Hong Kong disclosed the latest official accounts regarding digital asset treasury allocation and secondary market increases. The core updates are as follows:Strategy (NASDAQ: $MSTR) used cash to increase its holdings by 950 BTC, bringing the total to 846,000: According to the latest 8-K filing submitted by Strategy, the company utilized its own USD cash reserves to purchase 950 bitcoins at an average price of approximately $79,670 from September 14 to 20, 2026, totaling about $75.7 million. During the same period, the company did not sell any shares through its ATM program and spent $174 million to repurchase 1.7712 million shares of STRC preferred stock. As of September 20, Strategy held a total of 846,000 bitcoins (with a total holding cost of approximately $63.8 billion, at an average price of about $75,416); its USD reserve balance was $5.04 billion, and USD cash balance was $1.05 billion.Strive (NASDAQ: $ASST) increased its holdings by 1,355 bitcoins, surpassing 26,000: According to the 8-K filing submitted by Strive to the SEC, the company purchased 1,355 bitcoins at an average price of approximately $79,475 from September 14 to 18. As of September 18, Strive's total bitcoin holdings rose to 26,355 BTC. Additionally, its balance sheet also held 505,000 shares of Strategy STRC preferred stock (with a fair value of approximately $49.75 million) and about $229.6 million in cash reserves.BitMine increased its holdings by 27,000 ETH last week, with total holdings valued at $17.1 billion: Nasdaq-listed mining company BitMine disclosed that it increased its holdings by 27,562 Ethereum in the secondary market last week. As of September 20, 2026, its total Ethereum holdings reached 5,983,940 ETH (approximately 4.9% of the total supply of Ethereum). Currently, the total value of the cryptocurrencies, cash, and investment assets held by the company is approximately $17.1 billion (including $714 million in cash and securities, 212 BTC, $180 million in Beast Industries equity, and $105 million in Eightco investments). The number of staked Ethereum remains at 5,067,309 (85% of total holdings), valued at approximately $13.6 billion, with a current annualized staking yield of about $357 million.DeFi Development Corp (NASDAQ: $DFDV) significantly increased its holdings by over 100,000 SOL: According to documents submitted to the SEC, Solana treasury company DeFi Development Corp increased its holdings by 101,381 SOL and SOL equivalents from September 14 to 18. As of September 18, its total holdings reached 2,490,304, a week-on-week increase of about 4%. The company stated that the SOL held in the treasury will be comprehensively deployed through on-chain staking, operating validation nodes, and decentralized treasury infrastructure.Boyaa Interactive (00434.HK) spent over $11.5 million to increase its holdings by 152 BTC: Hong Kong-listed gaming company Boyaa Interactive announced that it used idle cash reserves generated from its daily operations to purchase 152 bitcoins at an average price of $75,899, totaling approximately $11.56 million (about HKD 90.63 million). As of the announcement date, Boyaa Interactive's balance sheet held a total of 4,468 bitcoins, with an average holding cost of approximately $68,543.

The prediction market platform Trueo announced that it will migrate back to the Ethereum mainnet from Base. The platform launched on Base in March 2025 as an experimental sandbox. Trueo stated that its final form is a widely adopted, widely integrated, fully permissionless, fundamentally immutable, and highly trustworthy platform, which is best suited for Ethereum, and will launch the next generation of oracles.The migration will proceed seamlessly, with operations uninterrupted. Users should not create new markets on Base that expire after January 31, 2027; related markets can be deployed once the Ethereum instance is online. Existing markets will remain accessible, TRUE tokens can be migrated with no deadline, and future staking and liquidity rewards will take place on Ethereum.

According to the official API data released by Kalshi, most of the dollar trading volume in the Ethereum perpetual contract trading on this exchange comes from a single recurring fixed-size order.In response, Kalshi stated that its related incentive program has been publicly filed. This data was compiled by The Defiant based on Kalshi's public API data.

According to Catcher Predict monitoring, in the market prediction event "Ethereum September Price Prediction" on Polymarket, the "Yes" option in the sub-market "Below $2,700" has experienced a dramatic fluctuation in winning probability, soaring from 50% an hour ago to the current 83.5% (a fluctuation of 33.5%). Please note the impact of relevant breaking news.

According to Cointelegraph, Multicoin Capital co-founder Kyle Samani predicted in Cointelegraph's Trade Secrets program that Solana will achieve a market cap surpassing Ethereum's "flip" within "this market cycle," stating that "no one is really using Ethereum today."He believes that more crypto companies will choose to build on Solana because it is easier to use and more powerful, and Ethereum's status as the default smart contract network may gradually diminish. This prediction implies that SOL's market cap needs to grow from $58 billion to about five times that amount to exceed ETH's current market cap of approximately $293 billion.Samani expressed a "pessimistic" view on Ethereum's value capture ability, calling it "an asset worth $300 billion to $400 billion, with questionable value capture and no growth at all." He also pointed out that although SOL's market cap is less than one-fifth of ETH's, the Solana network has already surpassed Ethereum in weekly and monthly fees—over the past 30 days, Solana generated $23 million in fees, ranking fourth, while Ethereum generated $12.6 million, ranking sixth (DefiLlama data).In terms of background, Samani entered the crypto space through Ethereum in 2016 but turned to Solana due to dissatisfaction with scaling solutions. Multicoin led Solana's early financing in 2018.

According to PR Newswire, Bitmine Chairman Tom Lee stated, "We believe that the cryptocurrency bull market has begun, starting at the end of June, driven by multiple factors including funds rotating from AI back to the crypto market, the continued strengthening of the crypto industry's fundamentals surrounding tokenization and AI, and the end of the four-year cycle.With just over a week left in the third quarter of 2026, ETH's performance advantage as a macro asset continues to expand. In our view, ETH significantly outperformed other macro assets in the third quarter of 2026, which may indicate a stronger rally in the fourth quarter of 2026.Due to institutional investors having a low allocation to crypto assets in 2026, partly because of the strong performance of AI stocks at the beginning of 2026, we expect institutions to significantly increase their exposure to crypto assets in the last three months of 2026. This could provide further upside potential for the gains since June 30."

According to SoSoValue data, during the last trading week (Eastern Time from September 14 to September 18), the Ethereum spot ETF experienced a net outflow of $140 million. The Ethereum spot ETF with the highest net outflow last week was Blackrock ETF ETHA, with a weekly net outflow of $56.0456 million, and the historical total net inflow for ETHA has reached $12.96 billion; followed by Bitwise ETF ETHW, with a weekly net outflow of $33.0821 million, and the historical total net inflow for ETHW has reached $394 million.The Ethereum spot ETF with the highest net inflow last week was Grayscale Ethereum Trust ETH, with a weekly net inflow of $16.2324 million, and the historical total net inflow for ETH has reached $1.93 billion. As of the time of writing, the total net asset value of Ethereum spot ETFs is $16.72 billion, with an ETF net asset ratio (the market value as a percentage of Ethereum's total market value) reaching 5.2%, and the historical cumulative net inflow has reached $13.25 billion.

According to SoSoValue data, the total net inflow of Ethereum spot ETFs is $144 million. The Ethereum spot ETF with the highest single-day net inflow is Blackrock ETF ETHA, with a single-day net inflow of $114 million. Currently, the historical total net inflow of ETHA has reached $12.957 billion.Following that is Fidelity ETF FETH, with a single-day net inflow of $26.2449 million. Currently, the historical total net inflow of FETH has reached $2.247 billion.As of the time of publication, the total net asset value of Ethereum spot ETFs is $16.719 billion, and the ETF net asset ratio (the market value as a percentage of Ethereum's total market value) is 5.2%. The historical cumulative net inflow has reached $13.25 billion.

Tom Lee, Chairman of the Ethereum treasury company Bitmine, stated in an interview that even if the CLARITY Act fails to pass, the cryptocurrency market may continue to rise, as market demand is more important than any single piece of legislation. The CLARITY Act was originally intended to establish a clearer regulatory framework for the cryptocurrency industry and to give the Commodity Futures Trading Commission (CFTC) more defined regulatory responsibilities.Even if the bill fails, the Securities and Exchange Commission (SEC) and CFTC will continue to serve as the primary federal regulatory agencies for the cryptocurrency industry. Tom Lee also cited the prediction markets and sports markets as examples, noting that these areas continue to grow despite regulatory uncertainties.