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.

MONITORINGHyperliquidPolymarketKalshiX / Crypto voicesOfficial RSS
01 / NEWSROOM

News, without the panic

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

Cointelegraph 25

Fairshake Pledges $6M Across Six House Races in 2026 Midterms

Crypto-backed PAC Fairshake plans an initial $6 million in support for six US House incumbents, split evenly between Democrats and Republicans, while endorsing 32 candidates overall. Every endorsed lawmaker voted for the Digital Asset Market Clarity Act in 2025. The PAC, funded by firms including Coinbase, Ripple and Andreessen Horowitz, says it has $122 million available as the market-structure bill remains stalled in the Senate.

Source ↗

FinCEN Drops Proposed Rules for Crypto Mixers and Unhosted Wallets

The US Treasury’s Financial Crimes Enforcement Network has withdrawn two proposed digital-asset rules: a 2020 plan covering recordkeeping, verification and reporting for transactions involving unhosted wallets, and a 2023 measure targeting convertible virtual currency mixing. FinCEN said the mixer proposal risked chilling legitimate activity and imposing heavy reporting burdens on financial institutions, citing public comments and the administration’s deregulatory agenda.

Modern Treasury Applies for US Trust Bank Charter to Handle Stablecoins

Payments infrastructure firm Modern Treasury has applied to the Office of the Comptroller of the Currency to create a federally regulated, limited-purpose national trust bank. If approved, the separate entity would let customers custody and transfer stablecoins alongside fiat through one service. It would neither issue stablecoins nor make loans, extending the wider push by crypto and payments companies to secure federal trust charters.

Crypto Lobby Backs OCC as Community Banks Challenge Trust Charters

The Crypto Council for Innovation has defended the OCC’s approval and conditional approval of national trust charters for several digital-asset firms, calling a lawsuit by the Independent Community Bankers of America an effort to curb payments competition. The ICBA argues the regulator let crypto companies pursue federal charters without safeguards and obligations applied to insured banks. Approved or conditionally approved applicants include Circle, Ripple, Fidelity Digital Assets, BitGo, Paxos and World Liberty Financial.

S&P Global Rolls Out Six-Factor Risk Framework for DeFi Lending Vaults

S&P Global Ratings has introduced a framework for assessing digital asset lending vaults across credit quality, liquidity mismatch, curator, blockchain, protocol, and governance risks. The assessments will measure potential investor losses rather than rate creditworthiness or yields. The move follows rapid sector growth, with vault deposits reaching roughly $10 billion in September, up from $1.5 billion two years earlier. Initial assessments will be announced later.

CFTC Pushes Federal Crypto Market Rules After CLARITY Bill Stalls

The CFTC is advancing a proposed federal framework for parts of the crypto market after the Senate failed to move the CLARITY Act. Chair Michael Selig said leveraged and financed retail crypto trading could fall under a new CTX regime, while certain exchanges could register as crypto asset markets. Ordinary spot platforms would generally remain under state money-transmission rules, with the CFTC retaining anti-fraud and anti-manipulation authority.

Bitcoin’s 43% Quarterly Rally Runs Into 5% Treasury Yields

Bitcoin posted a 43% third-quarter gain, its strongest Q3 since 2017, but elevated Treasury yields are raising the bar for further upside, according to Delphi Digital. The asset briefly climbed above $87,000 before pulling back. Softer US payroll data has reduced expectations for another Federal Reserve rate increase in October, easing one macro headwind, while investor interest in the currency-debasement trade continues to support demand.

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

SAND perpetual

Funding moved from -0.02899456% per hour to -0.03192704% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $7,013,088.91914 USD. Open interest: 72,155,630 SAND (base asset).

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

UMA perpetual

Funding moved from -0.02152234% per hour to -0.03874678% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $514,403.173203 USD. Open interest: 437,201.2 UMA (base asset).

3 signals in recent history

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

  • · Funding rate alert: Funding moved from -0.00979543% per hour to -0.03702243% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $417,069.684887 USD. Open interest: 493,851.2 UMA (base asset).
  • · Funding rate alert: Funding moved from -0.00796302% per hour to -0.04974495% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $388,979.571013 USD. Open interest: 461,668.8 UMA (base asset).
+75 Market signal
Yana's score 75/100
Strong signal

GRIFFAIN perpetual

Funding moved from 0.01946525% per hour to 0.03019355% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $665,459.699734 USD. Open interest: 114,405,380 GRIFFAIN (base asset).

3 signals in recent history

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

  • · Funding rate alert: Funding moved from 0.02964496% per hour to 0.03022955% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $545,435.402961 USD. Open interest: 112,406,200 GRIFFAIN (base asset).
  • · Funding rate alert: Funding moved from 0.02678965% per hour to 0.03181632% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $494,935.535816 USD. Open interest: 109,730,308 GRIFFAIN (base asset).
+75 Market signal
Yana's score 75/100
Strong signal

AXS perpetual

Funding moved from -0.02301661% per hour to -0.03280768% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $1,963,739.27728 USD. Open interest: 443,947.2 AXS (base asset).

+75 Market signal
AI analysis Models agree
hermes-openaiwatch · 76%

Facts

  • The candidate reports AXS perpetual funding changing from -0.0002301661 to -0.0003280768.
  • Reported liquidity is 443947 and volume24h is 1.96374e+06; units and liquidity methodology are unspecified.
  • The candidate labels the event funding_threshold_crossing and assigns score 75 solely for that signal.
  • The supplied publication timestamp is 2026-10-05T00:27:27.210039+00:00.
  • The candidate links to app.hyperliquid.xyz and asserts official_source=true; the underlying market data and provenance have not been independently verified.

Risks

  • The funding interval, rate units, threshold definition, and observation timestamps are missing.
  • Negative funding can persist while price declines; a short squeeze is not established.
  • Aggregate liquidity and volume do not establish executable depth or acceptable slippage.
  • Funding receipts can be outweighed by adverse price movement, fees, and liquidation risk.
  • A single unverified snapshot may be stale, transient, or incorrectly normalized.
Yana's score 70/100
Strong signal

template:sportsContestWinner

Market odds moved from 34.3835% to 22.55%. Prices aren't guarantees. Liquidity / volume: Units not supplied in this display; check the source.

2 signals in recent history

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

  • · Market odds shifted: Market odds moved from 50.9685% to 34.75%. Prices aren't guarantees. Liquidity / volume: Units not supplied in this display; check the source.
+70 Market signal
Yana's score 70/100
Strong signal

template:sportsContestWinner

Market odds moved from 65.722% to 77.598%. Prices aren't guarantees. Liquidity / volume: Units not supplied in this display; check the source.

2 signals in recent history

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

  • · Market odds shifted: Market odds moved from 50.781% to 65.8035%. Prices aren't guarantees. Liquidity / volume: Units not supplied in this display; check the source.
+70 Market signal
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.

How it works