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No. 010 · Week of September 30, 2026

BIP-54, the Great Consensus Cleanup, moves forward inside Bitcoin Core — rebased Sep 25, reviewed again Sep 29, enabled on regtest only — fixing the timewarp attack, poison blocks, a merkle-proof forgery and a duplicate-transaction quirk, with no activation parameters and F2Pool refusing to signal first

  • BTC closes Q3 up ~42.5%, its best quarter since late 2024, but the week ends flat near $83,600, ~34% below the record
  • ETFs take $2.39B in the week to Sep 25, flipping 2026 positive, then fade to $66M and $53M dailies
  • the Fed publishes its GENIUS Act stablecoin rulebook on Sep 24 while bitcoin market structure stays at prerule
  • ARMA clears a House committee 28–21 with quarterly proof-of-reserve audits written in
  • $387.5M leaves Bitget on Sep 24 and customers pull 4,098 BTC in the first hour after withdrawals reopen
  • Metaplanet trades at mNAV 0.78 and cancels $220M of its own warrants
  • hashrate back under a zettahash at 966 EH/s
  • OpenSats reopens grant applications.
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