El Sancho

Petrobras Taps Cardano to Track Sustainable Fuel Data @petrobras is piloting @Cardano blockchain technology to track the provenance, environmental claims and emissions data of sustainable aviation fuel and renewable Diesel R. The two research projects, developed with the @Cardano_CF and PUC-Rio’s Ledger Labs, use onchain records to prevent double-counting of emissions reductions and track supply-chain checkpoints. The pilots are still in the research stage, with no public timeline for a wider rollout.

Base Launches Cobalt Upgrade on Mainnet @base’s third mainnet upgrade is now live, adding Validity Transactions that let users set conditions and deadlines for when transactions become eligible for inclusion. Cobalt also upgrades Base’s B20 token standard with composable allowlists and blocklists, scheduled asset balance updates and a new seizeWithMemo function for authorized asset recovery. Base says upcoming upgrades will target 200ms block times, native smart accounts with gas sponsorship and transaction batching, plus selected Ethereum Glamsterdam improvements.

Tokenized stocks have crossed $3B, but the bigger shift is happening in how those stocks are actually being used on-chain. @BinanceResearch says the market was around $700M at the start of the year. now it’s more than 4x that, making tokenized stocks the fastest-growing RWA category of 2026. and the activity has picked up with it. over $100B in tokenized stocks moved on-chain in Q3 alone, compared with $6B in Q1. these aren’t just sitting in wallets. they’re being traded, lent against, added to liquidity pools and used across DeFi. the 60-day DeFi TVL ratio has already gone from 1.8% to 6.3% this year. @BNBCHAIN is right in the middle of that growth, with around $1B in tokenized stocks and 1.8M holders. that’s roughly 34% of the market and 45% of all holders. bStocks has also gone from launching in June to around $800M in market cap in less than four months, while becoming the most transferred tokenized stock on-chain. that’s the shift happening here. tokenization isn’t just about putting a stock on-chain anymore. once it’s there, it can move 24/7, be traded, lent against, used as collateral, added to liquidity pools and plugged into DeFi. the asset doesn’t just exist on-chain. it can actually be used there. Explore the full report and tokenized-stock data👇 binance.com/en/research/anal…

Bitwise Launches First U.S. Spot NEAR ETF With Staking Rewards @Bitwise’s NEAR ETF (NRR) has started trading on NYSE Arca, giving U.S. investors direct exposure to NEAR through a regulated exchange-traded product. The fund charges a 0.75% management fee and plans to stake its NEAR holdings in-house, with rewards reflected in shareholders’ NAV. Bitwise is positioning NEAR as infrastructure for the emerging AI agent economy, expanding its crypto ETF lineup beyond Bitcoin, Ethereum, Solana and XRP.

Goldman Sachs Brings $100B Treasury Fund to Lynq Goldman Sachs is making its roughly $100 billion FTIXX Treasury money market fund available on Lynq, a permissioned Avalanche network for institutional digital asset firms. FTIXX remains a traditional money market fund and is not being tokenized. The fund will be distributed through tZERO Securities to eligible U.S. clients, giving institutions a way to hold cash, earn yield and redeem funds through Lynq. FTIXX becomes the first external fund available on the network.

Binance Buys $100M Stake in Circle @binance has invested $100 million in @circle as part of a new five-year partnership to expand $USDC adoption across its platform. Circle issued Binance 1.24 million Class A shares at $80.84 each in a private placement that closed on September 17. Under the expanded deal, Binance will promote USDC while Circle will pay Binance a monthly incentive fee tied to the amount of USDC held through its Modular Smart Contract Wallet infrastructure. Binance’s shares are subject to a two-year lock-up, with customary exceptions. The new agreement replaces the companies’ previous USDC partnerships and is designed to expand access to dollar-based financial services globally.

Everyone’s been talking about bringing real-world assets on-chain, but what happens once they get there? That’s where things are starting to get interesting. According to Binance Research, the tokenized RWA market has reached $34.18B, up 85.2% YTD. Tokenized equities alone have grown 390.4%, while bond and money-market funds now account for $18.29B. And despite all that growth, only around 0.01% of the underlying traditional markets have been tokenized. But putting more assets on-chain is only half the story. The other half is getting people to actually use them. Binance Research introduces two metrics to track this shift. PAR measures how much of a market has been tokenized, while CAR measures how much of that capital is being used in on-chain financial applications. Right now, the overall capital activation rate is around 12%. In other words, only about $12 out of every $100 in tracked tokenized assets is being put to work. Tokenized equities are already showing signs of change. Their activation rate has risen from 1.95% to 7.54% YTD. Of the equity value deployed in DeFi, 65.4% is in liquidity pools and another 28.1% is in lending. And the potential impact of higher utilization is worth looking at. Under Binance Research’s base scenario for 2030, around $349B in equities could be tokenized. At a 10% activation rate, that translates to $34.94B in deployed capital. Increase that rate to 20%, and deployed capital nearly doubles to $69.87B without bringing any additional assets on-chain. That’s what makes this next phase of RWA interesting. It’s no longer just about how many assets can be tokenized. It’s about how much of that capital can actually be used for trading, lending, liquidity and collateral. The assets are coming on-chain. Now the focus is shifting to what people can do with them. Worth reading the full @BinanceResearch report for a closer look at the numbers and what this activation phase could mean for RWA.

Aztec Relaunches zk.money Privacy Wallet on Ethereum L2 @aztecnetwork has brought back zk.money three years after shutting it down, this time running on its privacy-focused Ethereum Layer 2. The self-custodial wallet lets users send and receive crypto without publicly exposing their balances, payment amounts or counterparties. Users can make payments through simple handles and shareable links instead of long wallet addresses, with support for transfers directly from Ethereum-based exchanges. Aztec is also planning Ethereum DeFi integrations and a mobile app in Q4, as it expands private payments on its new network.

Bitcoin is now an option for Toyota buyers in Bolivia. TOYOSA, Toyota’s official distributor in Bolivia, has added $BTC alongside bolivianos, U.S. dollars and $USDT as a payment option. BitGo is providing the wallet and custody infrastructure, while Towerbank handles transaction processing. TOYOSA has accepted USDT since 2025, so Bitcoin is being added to an existing crypto payment setup. The exact $BTC settlement process hasn’t been disclosed yet, including whether TOYOSA keeps the Bitcoin or converts it.

Binance has expanded bStocks as collateral for Cross Margin and Portfolio Margin accounts, allowing users to use eligible tokenized U.S. stocks to secure margin positions. bStocks are backed 1:1 by underlying shares held in custody, while offering 24/7 on-chain trading and automatic dividend reinvestment. The feature was initially limited to VIP 3+ users and is now available more broadly, with additional risk controls for lower-tier accounts.

We’re so back! bitcoin:native

Apple is hiring for stablecoin expertise Apple is looking for a Financial Product Strategy Lead for Apple Pay, working with the Apple Card and Apple Cash teams on payment strategy, new products, growth and partnerships. The job listing mentions stablecoins, tokenized deposits and blockchain technology among the preferred qualifications. The role pays up to $280,000 in base salary. This doesn’t mean Apple Pay is getting stablecoins. Apple hasn’t announced any stablecoin support or a tokenized Apple Cash product. Still, seeing stablecoins listed in a role within Apple’s payments team is pretty interesting.

Citi and Coinbase Expand Stablecoin Payment Plans Citi and Coinbase are working together to help institutional clients move between fiat and digital assets for payments, with an initial focus on fiat on-ramps and off-ramps. The collaboration combines Citi’s payments network across 94 markets and more than 300 clearing systems with Coinbase’s digital asset infrastructure, while the companies explore stablecoin-based payment solutions and 24/7 digital asset transfers. Citi has separately projected that global stablecoin issuance could reach $1.9 trillion by 2030 in its base case.

Bitget Resumes Withdrawals After $388M Exploit Bitget has begun restoring withdrawals in phases after a security breach drained $388M from its hot and warm wallets. $BTC withdrawals have resumed, with $ETH scheduled for September 29, $USDT for September 30, and all remaining assets, fiat withdrawals and P2P services by October 2. The exchange says the vulnerability has been patched, private keys and cold wallets were not compromised, and all losses will be covered by its 5,500 BTC User Protection Fund. Bitget has also launched a 5% recovery bounty, with Mandiant and SlowMist assisting in the investigation.