Saturday opened softer. The CoinGecko snapshot fetched at 00:44 UTC on September 26, 2026 put Bitcoin at $83,854, down 0.91%. Ether was $2,683.57, down 0.30%. Solana was $121.42, up 3.37%. Global market cap sat near $2.89 trillion, bitcoin dominance about 58.2%, and 24-hour volume about $107.8 billion. The range is the story. Strategy asked holders to switch four preferred stocks to daily dividends. Riot paid off a $200 million Coinbase credit line and released bitcoin collateral. MARA posted a $100 million deposit against 2,000 megawatts in Texas. Ethereum operators got a Besu security release. Sky queued a Gauntlet USDC Morpho vault. Aave asked to roll PT-AUSD on Monad. Compound wants borrow factors at zero on five quiet L2 books. Map the tape with Bitcoin history, Ethereum history, and How to read a crypto market snapshot. Keep stablecoin and liquidity notes nearby if preferred dividends and Morpho vaults are the day’s stack.
Crypto brief: September 26, 2026
-
Strategy files to move STRF, STRC, STRK, and STRD to daily dividends
Strategy Inc told the SEC on September 25, 2026 that its board, on September 24, approved a special meeting to amend the certificates of designations for STRF, STRC, STRK, and STRD so each calendar day is a dividend record date, with payment on the next business day. The company said the first STRC dividend under that calendar would be payable November 2, 2026 to holders of record on November 1, and the first STRF, STRK, and STRD payments would be January 4, 2027 to record dates on January 1, 2, and 3. The 8-K says the amendments do not raise or cut the total regular dividends or change the stated rates. The meeting is expected virtually on October 28, 2026, with a September 25 record date, and a preliminary proxy is already on file.
-
Riot prepays and ends its $200 million Coinbase Credit facility
Riot Platforms said it completed a full voluntary prepayment on September 21, 2026 of its Second Amended and Restated Credit Agreement with Coinbase Credit, Inc., dated April 21, 2026. The facility was a multiple draw-down secured term loan of up to $200 million, backed by bitcoin, USDC, and cash held at Coinbase Custody Trust Company, LLC. Because the prepayment fell after the four-month anniversary of the original maturity date, the 8-K says the early-termination day-count fraction was zero and Riot paid no early termination fees. The lender's commitment ended, the security interests were released, and the filing is a collateral release after cash repayment, not a bitcoin sale print.
-
MARA posts a $100 million deposit on a 2,000 MW Texas power site
MARA Holdings filed an 8-K covering a September 21, 2026 First Amendment to the membership-interest purchase of MAT 1177 LLC, the Texas project company Volt Texas LLC bought from HIF USA LLC on July 2. The project holds land and a letter agreement with an electric utility for 2,000 megawatts of power. Under the amendment, the buyer posted a $100.0 million security deposit with that utility, which it may withdraw in its sole discretion, subject to a sale process if it later walks, and the aggregate purchase price stays $600 million if every milestone is hit. The amendment drops reconveyance rights if milestones slip and instead sends the project to a third-party sale with a seller right of first offer.
-
Besu 26.9.0 ships with security fixes and breaking RPC changes
Hyperledger Besu published execution-client release 26.9.0 at 22:22 UTC on September 25, 2026. The changelog says the build contains security fixes and tells operators to upgrade promptly, with advisory details to follow after that window. The same notes list breaking RPC and plugin changes, including stricter eth_feeHistory percentile checks, removal of the EIP-7610 storage-collision abort so contract creation follows EIP-684 again, and a JVM exit on OutOfMemoryError. This is a shipped binary, not a research post, so node operators should read the changelog before restarting.
-
Sky queues a Gauntlet USDC Morpho vault for the Sept 28 Atlas cycle
Core GovOps posted the Atlas Edit Weekly Cycle for the week of September 28, 2026 on the Sky forum at 23:49 UTC on September 25. The draft would onboard the Gauntlet USDC Prime Morpho Vault V2 to the Osero liquidity layer, document ERC-4626 facet deposit, withdraw, and redeem calls, and exempt the Morpho force-deallocate penalty from the prior seven-day timelock minimum. Housekeeping language records December 15, 2025 Genesis Capital Allocation transfers, completed Foundation grants, and a November 27, 2025 Gnosis payment, and the full text points to GitHub pull request 346 on sky-ecosystem/next-gen-atlas. It is a proposed Atlas edit, not a spell that has already executed.
-
Ethresear maps an Ethereum client's trusted computing base
George and Kev published Ethereum's TCB, Part 1: The client on Ethresear.ch on September 25, 2026. The post treats a client's trusted computing base as every spec, tool, and assumption that is trusted rather than proven, then asks how that TCB looks after formal verification. They split modules into pure pieces (cryptography, SSZ, fork choice) that Lean4 can prove, and dirty I/O pieces (networking) that should be modeled as untrusted until parsers and gossip rules move the verified boundary outward. End-to-end verification, they argue, has to reach the binary a user actually runs, not only a spec, and this is a research framing, not a hard fork schedule.
-
Aave asked to list December PT-AUSD on Monad before the October roll
TokenLogic filed a Direct-to-AIP on September 25, 2026 to list PT-AUSD-17DEC2026 on Aave V3 Monad before the October PT matures on October 8. As of that date the October PT had about 63.9 million supplied against an 80 million cap. The December PT would launch with a 20 million supply cap, borrowing disabled, and collateral only inside a dedicated stablecoin eMode with 93% LTV, 95% liquidation threshold, and a 2.44% bonus, borrowing USDT0, USDC, GHO, or USDe, with oracle parameters that copy the October listing, including a 6.661% initial discount rate per year and an 8.829% max. The October PT stays listed through maturity; the post is a listing request, not a live market yet.
-
Compound proposal zeros borrow factors on five deprecated L2 Comets
Gauntlet proposed on September 25, 2026 setting borrow collateral factors to 0 on every collateral in Compound III Comets on Linea, Ronin, Mantle, Scroll, and Unichain. Those markets are already deprecated, each with less than $500,000 of outstanding borrow, and supply caps are already 0. The change would stop existing borrowers from drawing more base asset against posted collateral, and the post says no current position becomes liquidatable. Polygon Comets are excluded because borrow there is above $1 million, suppliers could still withdraw, and this remains a forum proposal, not an executed governance payload.