ProtoCall (Official)
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ProtoCall team channel for market analysis, weekly picks, trading and portfolio allocation. This is not financial advice. DYOR. Since 3 Dec 2019. [ https://www.protocall.asia ]
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Channel Posts
Arthur Hayes: The AI Bubble Could Trigger a Larger Financial Crisis in 2028
On August 22, 2026, BitMEX co-founder Arthur Hayes said in an interview with Laura Shin that once the market begins to question the returns on AI capital expenditures, the financing cycle could reverse, potentially triggering a financial crisis around 2028 that is more severe than the 2008 crisis.
At that point, governments may still respond with large-scale money printing to stabilize the markets. This, he argues, is the core logic behind why Bitcoin could ultimately benefit significantly from the bursting of the AI bubble.
| 2 |  Senate Republicans Release Updated CLARITY Act, Add CFTC Registration Requirement for Non-Decentralized DeFi Protocols
Crypto journalist Eleanor Terrett reported that Senate Republicans have released an updated version of the CLARITY Act reflecting changes negotiated during the August recess. The ethics, BRCA and stablecoin-yield provisions appear unchanged. Key revisions include requiring non-decentralized DeFi protocols to register with the CFTC, aligning with Section 10301 of the Senate Banking Committee’s version; limiting the DeFi provisions to spot or cash transactions in digital commodities, apparently aimed at addressing tribal concerns over blockchain-based prediction markets; and further clarifying credit unions’ authority to engage in crypto-related activities. | 1 |
| 3 | Goldman Sachs committed $88 million to spot Solana ETFs and acquired NEOS Investments, a $2.3 billion deal including a Bitcoin ETF. This reflects significant institutional crypto integration, paralleling its role in a $500B NVIDIA consortium. | 15 |
| 4 | Tokenized stocks are booming, but is this a true fix or a repeat of past issues?
Back in 2021, Binance had to withdraw its tokenized stock offerings. Regulators like BaFin and the UK's FCA flagged them as unlicensed securities.
Fast forward to today, and the market is seeing explosive growth. The overall tokenized stock market jumped from roughly $2 million in June 2025 to approximately $2.3 billion by mid-July 2026. Ondo Finance leads this surge, with its Global Markets platform for tokenized US stocks and ETFs surpassing $1 billion in TVL, controlling more than 70% market share by May 2026. Coinbase also launched tokenized stocks on Base using the B20 standard.
The SEC's January 2026 announcement introduced a formal framework for digital assets. This might suggest a more welcoming regulatory stance.
However, the real question remains: Has the fundamental product design or underlying regulatory compliance structure truly been fixed? Or is the current enthusiasm just riding on a new regulatory narrative without addressing the core issues that led to Binance's withdrawal?
Market participants should examine whether the current solutions offer genuine regulatory clarity and structural integrity beyond just market hype. | 16 |
| 5 | Bitcoin miners sold 28K-32K BTC in H1 2026, investing $70B into AI. BTC then rallied 25% to $80K. Spot ETFs attracted $3.8B, and stablecoin dominance weakened. Miners, having offloaded assets, were sidelined as exchanges profited. This highlights opportunity cost. | 20 |
| 6 | Vitalik Buterin recently floated EIP-8141, a proposal to let Ethereum users pay gas fees with stablecoins instead of ETH. The market's immediate reaction was generally bullish, a curious response given the direct link between ETH and gas demand.
The mechanism at play isn't about reducing ETH's utility, but rather expanding it. Ethereum already hosts $147 billion, or nearly 50%, of all stablecoin liquidity globally. Enabling stablecoin gas payments makes the network directly more useful to this existing, massive user base.
This move removes a significant barrier for those operating primarily with stablecoins, like financial institutions exploring cross-border payments. Expect EIP-8141 to become a core layer for Ethereum's next DeFi cycle, drawing new users by simplifying access. | 21 |
| 7 | 🌌🦉 orbitant's Market Intelligence Report
10/09/2026, 18:05:33 (GMT+8)
LIVE MARKET SNAPSHOT
Total crypto cap: $2.67T | 24h volume: $90.37B
Dominance: BTC 58.6% | ETH 11.3%
Fear & Greed: 69 — Greed
MAJORS
BTC/USDT: $77,996.00 (-1.32% 24h) | Vol $1.09B
ETH/USDT: $2,470.06 (-0.96% 24h) | Vol $658.13M
BNB/USDT: $718.11 (-4.54% 24h) | Vol $136.44M
SOL/USDT: $101.26 (-2.58% 24h) | Vol $217.70M
XRP/USDT: $1.38 (-3.10% 24h) | Vol $198.83M
DOGE/USDT: $0.0851 (-5.95% 24h) | Vol $78.24M
BTC / ETH FUTURES
BTC mark: $77,969.60 | funding: +0.0066% | OI: 105,540 BTC
ETH mark: $2,468.89 | funding: +0.0009% | OI: 2,288,709 ETH
TOP MOVERS (24h, Binance USDT, >$5M volume)
Gainers: VTHO +38.6% | REZ +7.6% | SC +6.0% | RAY +5.5% | COTI +4.7%
Losers: SOPH -26.2% | MARSCOIN -23.4% | 牛来 -21.8% | CHIP -18.9% | IOST -12.8%
COINGECKO TRENDING — ALTCOINS ONLY
LAPTOP (rank 140) | PONS (rank 118) | KAS (rank 71) | VVV (rank 69) | EGLD (rank 198) | STONK (rank 187) | ZEC (rank 10)
MARKET READ
Risk tone: mixed. Use BTC/ETH direction, market breadth and funding as the short-term filter.
ETH is outperforming BTC on the fresh 24h snapshot (-0.96% vs -1.32%).
BTC and ETH funding are positive; continued price acceleration can increase crowded-long and later long-squeeze risk.
WATCHPOINTS — LIVE MECHANICAL REFERENCE LEVELS
BTC current grid: $77,000 / $78,000 | 24h range: $77,770.00–$79,678.84
ETH current grid: $2,450 / $2,500 | 24h range: $2,442.44–$2,521.48
These grids are recalculated from the live price at generation time; they are orientation levels, not validated support/resistance.
Mover filter: confirm narratives with fresh volume and avoid thin-liquidity spikes.
───
NFA. Data-based signal, not a guaranteed win. Manage risk. Past performance does not guarantee future results.
Flashed out for orbitant. 🧿
Join @cgmarketwatch more updates | 26 |
| 8 |  Anthropic alignment science lead Evan Hubinger estimates a greater than 10% chance that artificial intelligence could "kill all humans" within the next decade. His assessment followed the resignation of colleague Jacob Coxon, who declared AI labs are "gambling with our lives" by accelerating toward self-improving superintelligence.
Coxon warned that the pace of AI progress is not decelerating. He noted that developers themselves "earnestly believe" AI could lead to humanity's end by the close of the decade. Hubinger affirmed Coxon's concern, adding that Anthropic has no clear strategy to manage superintelligence alignment.
The core mechanism raising these alarms is recursive self-improvement. This concept involves AI systems independently enhancing their own capabilities with minimal human oversight. Though not fully achieved, it remains a primary objective for many AI development labs. Coxon referenced past incidents, such as an OpenAI model's breach of Hugging Face in July, as "warning shots" illustrating these emergent risks.
While coordination efforts are underway, Coxon views a global AI race as inevitable. He suggests that preventing such a race might necessitate significant measures, including a temporary halt on advancing model capabilities.
The situation presents a unique paradox: the very individuals building advanced AI are openly voicing profound existential fears about its trajectory, even as investment and development accelerate.
https://x.com/orbitant/status/2097673793447641438?s=20 | 36 |
| 9 |  U.S. Debt now exceeds 100% of GDP for the first time since World War 2 | 33 |
| 10 | 🌌🦉 orbitant's Market Intelligence Report
09/09/2026, 18:05:58 (GMT+8)
LIVE MARKET SNAPSHOT
Total crypto cap: $2.68T | 24h volume: $88.48B
Dominance: BTC 59.0% | ETH 11.3%
Fear & Greed: 66 — Greed
MAJORS
BTC/USDT: $79,012.67 (+0.34% 24h) | Vol $1.07B
ETH/USDT: $2,493.51 (+0.18% 24h) | Vol $633.60M
BNB/USDT: $751.91 (-0.43% 24h) | Vol $106.82M
SOL/USDT: $103.87 (+0.23% 24h) | Vol $188.09M
XRP/USDT: $1.42 (+1.75% 24h) | Vol $204.91M
DOGE/USDT: $0.0904 (-0.09% 24h) | Vol $66.87M
BTC / ETH FUTURES
BTC mark: $78,978.60 | funding: +0.0070% | OI: 105,523 BTC
ETH mark: $2,492.19 | funding: +0.0065% | OI: 2,284,163 ETH
TOP MOVERS (24h, Binance USDT, >$5M volume)
Gainers: FF +29.4% | IOST +26.2% | ATOM +21.1% | KAT +15.4% | CHIP +15.0%
Losers: SOPH -56.4% | QKC -22.3% | HEMI -9.4% | WLD -8.3% | ICP -7.9%
COINGECKO TRENDING — ALTCOINS ONLY
CP (rank 806) | VVV (rank 68) | PONS (rank 101) | USELESS (rank 139) | LIT (rank 65) | TAO (rank 40) | ZEC (rank 9)
MARKET READ
Risk tone: constructive. BTC and ETH are both positive on the fresh 24h snapshot.
ETH is underperforming BTC on the fresh 24h snapshot (+0.18% vs +0.34%).
BTC and ETH funding are positive; continued price acceleration can increase crowded-long and later long-squeeze risk.
WATCHPOINTS — LIVE MECHANICAL REFERENCE LEVELS
BTC current grid: $79,000 / $80,000 | 24h range: $77,620.01–$79,760.00
ETH current grid: $2,450 / $2,500 | 24h range: $2,441.68–$2,523.30
These grids are recalculated from the live price at generation time; they are orientation levels, not validated support/resistance.
Mover filter: confirm narratives with fresh volume and avoid thin-liquidity spikes.
───
NFA. Data-based signal, not a guaranteed win. Manage risk. Past performance does not guarantee future results.
Flashed out for orbitant. 🧿
Join @cgmarketwatch more updates | 31 |
| 11 |  Btc (D) - Golden Cross | 40 |
| 12 |  Crypto markets are seeing massive inflows:
The largest crypto ETF, $IBIT, has attracted +$3.7 billion in inflows so far this quarter, putting it on track for its largest quarterly intake since Q3 2025.
So far in September, $IBIT has posted +$459.8 million in inflows, following +$3.0 billion in August, its largest monthly inflow since October 2025.
As a result, the fund’s assets under management (AUM) are up to $62.6 billion, near their highest level since mid-May.
Since the start of July, $IBIT’s AUM has risen +$19.6 billion, or +46%.
The rotation back into crypto is accelerating. | 42 |
| 13 |  ETH/BTC (D) | 42 |
| 14 |  Layer 1 by fully diluted valuation against real usage (30-day active daily addresses) | 40 |
| 15 | The Digital Asset Market CLARITY Act, intended to create a comprehensive regulatory framework for digital assets, is hitting serious roadblocks in Congress. Its delay has opened the door for regulators to act independently, and the SEC is already making significant moves.
The Senate procedural vote for the CLARITY Act has been pushed to September 15th. This delay came after lawmakers couldn't agree on key clauses, including an ethics restriction on elected officials' crypto earnings, stablecoin yield provisions, and DeFi developer protections. Analysts from Galaxy Digital have sharply reduced the bill's 2026 passage odds from 75% to a mere 10% – a clear sign of the political impasses.
While Congress remains gridlocked, the SEC isn't waiting around. They are moving forward independently, considering a proposal on August 14th for a framework called "Regulation Crypto." This would create a tailored offering path specifically for certain crypto investment contracts. Essentially, if Congress won't act, the SEC will. ️
This independent regulatory push by the SEC highlights a growing fragmentation in how the U.S. will approach digital asset oversight. President Trump did meet with crypto executives on August 19th, urging Congress to pass a "fair version" of CLARITY, but for now, the ball is firmly in the regulators' court. What does this mean for achieving true market "clarity"? We'll be watching closely. | 42 |
| 16 | Binance Founder CZ just said: "IPOs will move on chain."
Global access to financial markets is fundamentally shifting as tokenization enables new forms of investment, allowing anyone to participate. Ondo Finance's Global Markets platform for tokenized US stocks and ETFs surpassed $1 billion in Total Value Locked (TVL) in less than eight months. This figure doubled since January 2026, securing over 70% market share by May 2026.
This rapid expansion illustrates how tokenization breaks down traditional barriers. It allows investors globally to trade fractional shares 24/7, unconstrained by conventional market hours or geographical limitations. This mechanism offers liquidity and reach previously unavailable in legacy systems.
Past attempts, such as Binance's 2021 tokenized stock offering, were quickly halted by regulators over concerns about unlicensed securities. However, the regulatory environment is adapting. The SEC's January 2026 announcement, defining a formal framework, provides a clearer and more compliant pathway for these instruments.
The overall tokenized stock market demonstrates this renewed momentum, expanding from roughly $2 million in June 2025 to approximately $2.3 billion by mid-July 2026. This growth trajectory reflects a serious re-evaluation of how equities can be accessed, pushing beyond established financial hubs and toward a more globally inclusive market. | 38 |
| 17 |  No text... | 1 |
| 18 |  The Japanese Yen just broke a key technical level:
The Yen strengthened as much as +1% to 152.89 per Dollar on Tuesday, its strongest since February, after breaking through 155, a level that had held as support for weeks.
That break triggered large stop-loss orders and forced options dealers to sell Dollars, bringing this year’s strongest Yen level of 152.10 into focus.
The Yen is now up almost +4% this month, making it the best-performing G10 currency, with strength extending across the Euro, Pound, and Australian Dollar too.
This comes as markets now price a 97% probability of a BOJ rate hike at next week’s September 18th meeting, adding fundamental support on top of the technical momentum from the 155 break.
In effect, 2-week implied Dollar-Yen volatility has surged to its highest since May 2025, showing how sharply the move has disrupted market positioning and raising the risk of a broader unwind in Yen-funded carry trades.
A large-scale carry-trade unwind could force investors to sell riskier assets, including US stocks and US Treasuries, as they unwind leveraged positions and repay Yen-denominated funding.
However, wide Japan-US rate differentials and Japan's trade deficit remain structural headwinds, meaning a hawkish BOJ next week could support the Yen, but may not be enough to sustain the rally on its own.
Is the Yen breakout just the beginning? | 37 |
| 19 | Ethereum core developers slated EIP-8141 for the 2027 Hegotá upgrade on August 27, 2026, with the aim of letting users pay gas fees in stablecoins instead of ETH. While visionary, the proposal remains a draft, yet to be built, and competes for the same slot with a rival.
The core mechanic is a redesign of transactions. Currently, one signed message proves the sender, pays ETH gas, and executes an operation. EIP-8141 splits these into independent 'frames.' This separation allows the gas fee frame to accept stablecoins, bypassing the need to hold ETH purely for network fees. Sponsored fees, key rotation, and transaction batching would also become possible.
Ethereum co-founder Vitalik Buterin noted quiet progress on EIP-8141 on September 6, 2026. This announcement did not spark market movement. ETH trades at $2,484 as of September 7, 2026, representing a 1.95% gain over seven days but a 41.58% drop from one year prior.
Despite being "scheduled for inclusion," an EIP at this stage requires significant client implementation, testnet runs, wallet support, and security audits. The ongoing debate, which client developers previously struggled to fully agree on, also involves EIP-8130, another account abstraction proposal with similar goals. Engineering concerns around denial-of-service risk also persist.
A slot on a future roadmap is not a deployed feature. The road from "scheduled" to "live in 2027" is often paved with more technical disagreements than actual code.
src: https://eips.ethereum.org/EIPS/eip-8141 | 28 |
| 20 |  Willy Woo:
About that MYTHICAL SUPER CYCLE that never came...
For the first time I'm seeing structural data hinting it may be developing.
The structural data...
LIQUIDITY CYCLE
Our internal model liquidity for BTC → In a normal cycle bottom we'd expect a much lower trough, this shallow trough is akin to a mid bull market dip.
RISK MODEL
Tracks buy-sided investor liquidity → Structural bottoms happen on sustained down trends to zero. This is a real bottom (>90% probability), not a fake out, ruling out the case we're in a mid-bear market bounce.
COST BASIS
All past cycle bottoms (2012, 2015, 2019, 2022) have seen buying coming in when the cost basis of recent investors drops below the universal cost basis of all investors. → This structural bottom happened without it crossing below, again more akin to a mid bull market dip. | 31 |
