ARK

Arbitrum
2026-09-06 09:14:00

PA Daily: ARB jumps 44.1% in 24 hours, while PONS briefly tops a $990 million market cap

PA Daily’s Sept. 6 roundup tracked a wide spread of market, regulatory and on-chain developments across the crypto sector. Arbitrum’s ARB rose 44.1% over the past 24 hours to $0.1901, while PONS, a token tied to Robinhood Chain activity, briefly pushed its market capitalization above $990 million before settling at $873 million, still up 29.23% on the day with roughly $109.5 million in 24-hour volume. On the policy side, Binance founder Changpeng Zhao said he attended the third formal meeting of Kyrgyzstan’s National Crypto Committee, chaired by President Sadyr Japarov, where topics included crypto regulation, compliance, AML and anti-fraud measures, stablecoins, and a tokenization pilot. In Latin America, El Salvador President Nayib Bukele rejected a report claiming the country had transferred control of more than 7,763 BTC, calling the story “fake news” and saying the IMF reference concerned Chivo wallet equity rather than the national bitcoin reserve. The report also highlighted Binance listings, Solana network data, account security issues involving Base co-founder Jesse Pollak, debate between Arbitrum and Solana over Robinhood Chain’s fee design, and a series of notable whale and institutional trades involving HYPE, UNI, ZEC and PONS.

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PA Daily: ARB jumps 44.1% in 24 hours, while PONS briefly tops a $990 million market cap
Cathie Wood
2026-09-06 04:07:33

Cathie Wood: Bitcoin Decoupling from Gold Signals 'New Economy' Taking Shape

Cathie Wood posted on X that Bitcoin is decoupling from gold, while AI-focused firms are accelerating job creation—signals she believes point to stronger growth and a tech-driven deflationary cycle. She argues the market is still pricing in the 'old economy' even as a 'new economy' emerges. She also analyzed the latest jobs data, highlighting structural changes including inflation, oil prices, interest rates, and capital spending.

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Cathie Wood: Bitcoin Decoupling from Gold Signals 'New Economy' Taking Shape
Cathie Wood
2026-09-06 01:58:41

Cathie Wood: Strong Jobs Data Signals Disinflation, Bitcoin Breaking Away from Gold

ARK Invest founder Cathie Wood said Friday's employment report showed strong growth, with nonfarm payrolls rising 162,000 and household survey employment surging over 500,000. She argued that while many see inflation and Fed tightening, she sees a bigger shift: headline inflation at 3.7% but other measures near 2%, oil prices could fall to $30, stocks hitting new highs amid rising rates, capital expenditure breaking a 20-year ceiling, Bitcoin detaching from gold, and AI-driven companies creating jobs faster. Wood described these signals as potentially marking stronger real growth and tech-driven disinflation, stating that the consensus is pricing in the old economy while a new economy is forming.

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Cathie Wood: Strong Jobs Data Signals Disinflation, Bitcoin Breaking Away from Gold
Ethereum
2026-09-05 23:23:50

Vitalik: Ethereum Transaction Research Clarifies 'Actions' and 'Dependencies', EIP-8141 Moves Toward Universal Call Lists

Vitalik Buterin has shared insights on recent research into Ethereum transaction formats, clarifying the distinction between 'actions' and 'dependencies' within transactions. According to Buterin, actions such as sending ETH can be optimized separately from dependencies like signatures, UTXO Merkle proofs, and ZK-SNARKs/STARKs. Dependencies can be processed in parallel, with state-dependent ones handled by the mempool and pure dependencies potentially replaced by STARK proofs, reducing execution and data processing overhead. Buterin noted that over 90% of Ethereum's activity does not require dynamic flexibility, suggesting that a clear separation between dynamic and statically analyzable parts is key to scaling. The evolving EIP-8141 transaction type is moving toward a generic, minimal call list, alongside new state types, recursive STARK mempools, and keyed nonces, all aimed at optimizing efficiency.

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Vitalik: Ethereum Transaction Research Clarifies 'Actions' and 'Dependencies', EIP-8141 Moves Toward Universal Call Lists
Ethereum
2026-09-05 23:23:08

Vitalik: EIP-8141 Transaction Type to Prepare Ethereum for Decentralized Scaling in Coming Years

Vitalik Buterin posted on X that recent research on transaction formats has given Ethereum a clearer understanding of 'actions' and 'dependencies,' which can be optimized separately. Dependencies, including signatures, Merkle proofs, and ZK-SNARKs/STARKs, can be processed in parallel; over 90% of Ethereum activity does not require dynamic flexibility. EIP-8141 aims toward a generic, minimal call list, with new state types, recursive STARK mempools, and keyed nonces also part of this direction.

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Vitalik: EIP-8141 Transaction Type to Prepare Ethereum for Decentralized Scaling in Coming Years
ARK Invest
2026-09-05 11:18:29

ARK Invest Research Director: LayerZero's Interoperability Business Could Reach Nine-Figure ARR

Lorenzo Valente, Director of Digital Asset Research at ARK Invest, shared his views on social media platform X regarding the evolution of blockchain infrastructure. He stated that since the emergence of L1s, application chains, and rollup-centric roadmaps, messaging and interoperability protocols have become critical infrastructure. As more assets are brought on-chain, the demand for universal interoperability is set to increase exponentially. Valente specifically highlighted LayerZero, a cross-chain interoperability protocol, predicting that its interoperability business alone could soon reach a nine-figure annual recurring revenue (ARR). He also noted that the team has more developments in the pipeline. This reflects the growing importance of interoperability solutions in the multi-chain landscape.

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ARK Invest Research Director: LayerZero's Interoperability Business Could Reach Nine-Figure ARR
Bitcoin
2026-09-05 10:07:00

PA Daily: Garrett Jin Flags $82,500 as Key BTC Resistance as Strong U.S. Payrolls Lift Rate-Hike Bets

PANews’ Sept. 5 roundup covered a dense mix of macro, crypto, AI and on-chain developments, led by stronger-than-expected U.S. August payrolls, a fresh warning on Bitcoin resistance from Garrett Jin, continued inflows into spot Bitcoin ETFs, and active positioning across major trading venues. U.S. nonfarm payrolls rose by 162,000 in August while unemployment held at 4.1%, data that pushed market-implied odds of a September Federal Reserve rate hike above 60%. Garrett Jin, described by PANews as the agent for the "1011 insider whale," said BTC held $76,600, broke above $79,000 and printed a higher high, but is now facing resistance near $82,500. The report also tracked a broad set of market and industry updates: Binance listed MarsCoin spot pairs; Router Protocol said it will wind down operations by Sept. 30, 2026; Ondo Finance will stop minting USDY on Aptos and Noble from Sept. 8; Stargate V1 pools will stop operating on Dec. 15; and Robinhood Chain posted rising fee revenue and DEX activity, though outside research said its own users account for only about 1% to 2% of trading volume. On the data side, spot Bitcoin ETFs recorded $175 million of net inflows for Sept. 4, marking a third straight day of positive flows, while Wintermute and Galaxy Digital were shown by Onchain Lens as holding more than $126 million in combined short positions on Hyperliquid.

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PA Daily: Garrett Jin Flags $82,500 as Key BTC Resistance as Strong U.S. Payrolls Lift Rate-Hike Bets
Robinhood Cha
2026-09-05 08:03:13

ARK researcher says Robinhood Chain activity tied to Robinhood users is under 1%, about 5% including long-tail flows

ARK Invest researcher Lorenzo Valente said contract-level analysis of Robinhood Chain suggests only a very small share of activity can be directly tied to Robinhood’s own users. He said swaps routed from Robinhood Wallet through 0x’s Settler contract account for less than 1% of transactions on the network. Even after including harder-to-identify long-tail activity, his estimate rises only to around 5%. BlockTempo said its own spot check of the chain pointed in the same direction. In a 152-second sample window on Sept. 5, Robinhood Chain processed 19,959 transactions, or roughly 131 per second, from 5,377 sending addresses to 1,650 contracts. The largest share went to a swap router contract, followed by Arbitrum’s ArbOS system contract and Relay. The ranking also included OKX DexRouter, several Uniswap contracts, and multiple token contracts tied to meme coin launch platform PONS. The report said Robinhood Chain, launched on July 1, is a permissionless Layer 2 built with Arbitrum technology. It uses chain ID 4663, has 100-millisecond block times, no native token, and charges gas in ETH. According to the report, tokenized real-world assets account for only 0.28% of on-chain DEX trading, while nearly 90% of chain revenue has come from meme coin trading.

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ARK researcher says Robinhood Chain activity tied to Robinhood users is under 1%, about 5% including long-tail flows