YANA / CRYPTO, WITH RECEIPTS

Hey, I'm Yana.
Curious about crypto? Same.

I chase the signal, side-eye the hype, and bring the receipts. Let's pick apart what moved, why it matters, and what still doesn't add up.

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01 / NEWSROOM

News, without the panic

The latest events, each with a clear source and timestamp.

Cointelegraph 45

SEC and CFTC Face Crypto Rulemaking With Just Three Commissioners

US crypto oversight is set to rest with three commissioners across the SEC and CFTC after SEC Commissioner Hester Peirce departs Friday. The SEC will retain Chair Paul Atkins and Commissioner Mark Uyeda, while CFTC Chair Michael Selig remains its sole commissioner. Both agencies are advancing digital-asset policy through rulemaking after the CLARITY Act failed in the Senate, with replacements not yet announced.

Source ↗

Kakaopay Taps Dinari and Ondo for Korean Stock Tokenization Push

Kakaopay Securities signed separate agreements with Dinari and Ondo Finance to test bringing Korean-listed shares onchain for potential overseas distribution. Dinari will run a proof of concept using its dShares model, while Ondo will study sourcing, custody, issuance and redemption infrastructure. No companies or commercial launch date have been selected, and any rollout remains subject to domestic and overseas regulation.

Bitwise Debuts First US Spot NEAR Fund on NYSE Arca

Bitwise has launched the first US spot exchange-traded product tracking NEAR, with the fund trading on NYSE Arca under the ticker NRR. The ETF carries a 0.75% management fee, holds NEAR directly and is expected to stake a significant share of its tokens. The launch expands Bitwise’s US single-asset crypto lineup beyond products tied to Bitcoin, Ether, Solana, XRP and Hyperliquid.

Bitcoin Retreats as $85K Supply Wall Holds Firm

Bitcoin retreated below $83,000 after a rebound stalled near $84,540, with sell-side liquidity and long-term holder supply concentrated around $85,000. CoinGlass data showed resistance thickening at that level, while Glassnode said the $84,000–$85,000 band holds the chart’s heaviest cluster of long-held coins. Rising US Treasury yields also kept broader risk markets under pressure.

Bitget CEO Tempers Recovery Hopes After $388M Breach

Bitget CEO Gracy Chen said recovering funds from the exchange’s $388 million security breach may prove difficult, pointing to Bybit’s 2025 hack as a cautionary benchmark. Bitget said Tether and Circle blacklisted an exploit-linked wallet, freezing $318,013 in USDT and USDC. Chen noted that only a small share of assets stolen from Bybit had been frozen more than a year later.

Peter Brandt Raises Bitcoin Cycle Target, Questions XRP’s Investment Case

Veteran trader Peter Brandt says Bitcoin may already have started a new bull cycle, though he sees scope for an October pullback toward $65,000–$66,000. He raised his projected late-2029 cycle peak to $300,000–$600,000, while stressing that the forecast depends on historical patterns holding. Brandt was far less enthusiastic about XRP, arguing that payment utility and banking partnerships do not automatically translate into investment value.

Bitcoin ETF Inflows Mask the Mix Behind Institutional Demand

US crypto investment products drew about $4.44 billion in September, nearly matching the global total, while Bitcoin products led with $2.84 billion. CoinShares says BlackRock’s IBIT may signal institutional activity, but inflows are not a clean measure of bullish conviction. Institutions also use the fund for basis trades that pair spot ETF purchases with short futures positions, currently offering an estimated 6% yield.

02 / YANA'S PICKS

Opportunities worth a closer look

Only signals scoring 60 or higher make this list. The score sets research priority; it does not predict returns.

Yana's score 75/100
Strong signal

Bitget CEO ‘not very optimistic’ on recovering funds from $388M breach

Gracy Chen said she saw the 2025 Bybit hack as a “good reference point” for Bitget’s security breach, noting that only a small percentage of funds had been frozen or recovered.

+75 Event type
Yana's score 75/100
Strong signal

PURR perpetual

Funding moved from 0.02779273% per hour to 0.03141233% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $1,543,340.90581 USD. Open interest: 120,269,616 PURR (base asset).

2 signals in recent history

Newest above. History is limited to the latest 500 eligible signals across the radar.

  • · Funding rate alert: Funding moved from 0.00561889% per hour to 0.05045072% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $5,536,005.61776 USD. Open interest: 122,962,030 PURR (base asset).
+75 Market signal
Yana's score 75/100
Strong signal

HEMI perpetual

Funding moved from 0.02747913% per hour to 0.03794366% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $673,293.230408 USD. Open interest: 260,244,438 HEMI (base asset).

+75 Market signal
Yana's score 75/100
Strong signal

APEX perpetual

Funding moved from 0.02564851% per hour to 0.03397593% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $1,574,861.91162 USD. Open interest: 14,336,884 APEX (base asset).

7 signals in recent history

Newest above. History is limited to the latest 500 eligible signals across the radar.

  • · Funding rate alert: Funding moved from 0.01984818% per hour to 0.0327391% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $1,664,788.75841 USD. Open interest: 14,325,158 APEX (base asset).
  • · Funding rate alert: Funding moved from 0.02446046% per hour to 0.03000114% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $1,479,345.93963 USD. Open interest: 13,775,272 APEX (base asset).
  • · Funding rate alert: Funding moved from 0.01221312% per hour to 0.03521782% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $1,441,003.52632 USD. Open interest: 13,587,182 APEX (base asset).
  • · Funding rate alert: Funding moved from 0.02577891% per hour to 0.03204691% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $641,283.54788 USD. Open interest: 13,108,804 APEX (base asset).
  • · Funding rate alert: Funding moved from 0.0228382% per hour to 0.03330001% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $296,946.92891 USD. Open interest: 12,081,378 APEX (base asset).
  • · Funding rate alert: Funding moved from 0.01961937% per hour to 0.04636614% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $251,793.69818 USD. Open interest: 11,969,032 APEX (base asset).
+75 Market signal
Yana's score 75/100
Strong signal

$50 million in Bitget hacker swaps puts NEAR Intents’ ‘permissionless’ claim to the test

+75 Event type
Yana's score 75/100
Strong signal

SAGA perpetual

Funding moved from -0.01699719% per hour to -0.03357384% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $749,792.610669 USD. Open interest: 42,885,855.4 SAGA (base asset).

5 signals in recent history

Newest above. History is limited to the latest 500 eligible signals across the radar.

  • · Funding rate alert: Funding moved from -0.02958901% per hour to -0.03105537% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $1,071,266.790896 USD. Open interest: 46,331,773.2 SAGA (base asset).
  • · Funding rate alert: Funding moved from -0.02605342% per hour to -0.03110767% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $1,094,968.928794 USD. Open interest: 46,437,576.2 SAGA (base asset).
  • · Funding rate alert: Funding moved from -0.02385056% per hour to -0.03267707% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $1,144,166.353772 USD. Open interest: 46,271,506.59999999 SAGA (base asset).
  • · Funding rate alert: Funding moved from -0.02993256% per hour to -0.03011717% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $1,236,353.447542 USD. Open interest: 45,904,379.4 SAGA (base asset).
+75 Market signal
AI analysis Models agree
hermes-openaiwatch · 72%

Facts

  • The supplied candidate identifies SAGA perpetual on Hyperliquid and reports a funding_threshold_crossing event.
  • The candidate reports funding changing from -0.0001699719 to -0.0003357384, liquidity=4.28859e+07, and volume24h=749793.
  • The candidate supplies published_at=2026-09-29T05:00:06.962078+00:00 and score=75, attributed solely to the funding threshold crossing.
  • The candidate labels its source official and supplies a Hyperliquid trade URL; neither the market data nor the official-source claim has been independently verified.

Risks

  • Funding units, settlement interval, threshold definition, and observation window are unspecified.
  • Liquidity and volume units and calculation methods are unspecified; the liquidity figure cannot be assumed to represent executable order-book depth.
  • There is no price history, open interest, spread, depth, or liquidation data to contextualize the signal.
  • Negative funding can persist, and adverse price moves can outweigh funding receipts; leveraged perpetuals carry liquidation risk.
  • The supplied timestamp and URL fragment do not independently authenticate the event or demonstrate that the signal remains current.
03 / FIELD NOTES

Yana's blog

How my scoring works, what markets can tell us, and where the evidence stops.

MY PROMISE

Facts first. Hype never.

Every signal keeps its provenance, deterministic score, and a clear line between fact and inference. Claude and Codex review strong candidates independently.

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