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 75

NEAR Intents Recovers Full $3.8M After Security Breach

NEAR Intents says it recovered the full $3.8 million taken in a security breach after identifying the alleged exploiter and issuing a 48-hour deadline. The protocol had paused services following a flaw involving its Omni deposit-and-withdrawal infrastructure and a smart contract. General manager Alex Shevchenko said the investigation would stop after the funds were returned. NEAR had previously pledged to reimburse affected users.

Source ↗

US Community Banks Challenge OCC Crypto Trust Charters in Court

The Independent Community Bankers of America has sued the Office of the Comptroller of the Currency in federal court, arguing that limited national trust charters for crypto companies exceed the regulator’s statutory authority. The group says the charters give digital-asset firms federal credibility without safeguards applied to insured banks. The disputed charters do not permit deposit-taking or lending, and the OCC had not commented by publication time.

Bitpanda Says MiCA Is Winning Retail Trust — Enforcement Is the Missing Piece

Bitpanda co-CEO Christian Trummer says Europe’s MiCA regime has made retail users more confident in licensed crypto platforms. He argued that most customers favor regulated providers over self-custody, while warning that firms still serving EU clients without authorization create an uneven market. MiCA transition periods ended by July 1, and Trummer wants regulators to act more firmly against noncompliant operators.

Anchorage Digital Reportedly Trims 17% of Staff as Crypto Slump Bites

Anchorage Digital has reportedly cut 17% of its workforce, according to The Information, citing people familiar with the matter. With the federally chartered crypto bank previously reporting about 400 employees, the reduction could affect roughly 68 roles if headcount was unchanged. The move comes despite Anchorage’s expanding institutional business. Cointelegraph said the company had not confirmed the cuts when contacted.

Blast Calls Time on Ethereum Layer 2 After Costs Outrun Revenue

Ethereum layer-2 network Blast will shut down after concluding that operating costs exceed chain revenue and no sustainable path remains. Users are being urged to bridge assets back to Ethereum mainnet before Oct. 26. Blast plans to shorten withdrawals to 24 hours, although access will pause temporarily while Lido positions are unwound. After the deadline, withdrawals will require direct use of bridge contracts.

Lloyds Survey Finds UK Finance Leaders Ready for Tokenized Markets

A Lloyds Banking Group survey of 100 senior UK finance decision-makers found 71% expect tokenization to reshape financial services. Faster payments and settlement led the perceived benefits at 60%, while 41% cited better collateral and liquidity management. Lloyds has also tested tokenized deposits in a public-blockchain purchase of tokenized UK government bonds, as policymakers work toward interoperable digital-market infrastructure.

Crypto Capital Is Returning, but Investors Are Cutting the Premium

Crypto companies are again chasing multibillion-dollar valuations, though public-market enthusiasm is more selective. Kalshi is reportedly seeking $1 billion at a $40 billion valuation, while Blockchain.com is preparing for a possible IPO near $6 billion—far below its previous $14 billion mark. DWF Ventures found only four of the 20 largest digital-asset treasury companies still trade above the value of their crypto holdings.

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

HMSTR perpetual

Funding moved from 0.00843564% per hour to 0.05852163% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $54,309.429298 USD. Open interest: 9,012,811,736 HMSTR (base asset).

4 signals in recent history

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

  • · Funding rate alert: Funding moved from 0.02456826% per hour to 0.03485965% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $42,649.639772 USD. Open interest: 9,002,040,068 HMSTR (base asset).
  • · Funding rate alert: Funding moved from 0.01653982% per hour to 0.03538278% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $37,533.386406 USD. Open interest: 8,949,558,136 HMSTR (base asset).
  • · Funding rate alert: Funding moved from 0.01896349% per hour to 0.06534221% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $40,510.22713 USD. Open interest: 8,949,659,564 HMSTR (base asset).
+75 Market signal
Yana's score 75/100
Strong signal

2Z perpetual

Funding moved from -0.0295629% per hour to -0.03014633% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $2,827,014.041112 USD. Open interest: 71,169,686 2Z (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 -0.01743842% per hour to -0.05067483% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $10,666,113.069618 USD. Open interest: 91,868,710 2Z (base asset).
+75 Market signal
Yana's score 75/100
Strong signal

NEAR Intents recovers entire stolen $3.8M after ultimatum to exploiter

The exploiter returned the entire sum to NEAR Intents after being identified and given 48 hours to respond.

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

SAND perpetual

Funding moved from -0.01747009% per hour to -0.05998515% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $79,161,086.07413399 USD. Open interest: 79,344,614 SAND (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 0.00069692% per hour to -0.07243186% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $975,616.200061 USD. Open interest: 12,523,474 SAND (base asset).
+75 Market signal
Yana's score 75/100
Strong signal

Furious debate about THORChain vs NEAR shows idealism has limits

The furious debate over Bitget’s $387.7M of hacked funds comes down to whether ideals around “permissionless and decentralized” tech means never intervening — even if you could.

+75 Event type
AI analysis Models agree
hermes-openairesearch · 90%

Facts

  • The candidate identifies Cointelegraph as its source and marks official_source as false.
  • The supplied title describes a debate involving THORChain and NEAR.
  • The supplied summary refers to “Bitget’s $387.7M of hacked funds” and a dispute over intervention in permissionless, decentralized technology.
  • The candidate lists publication time as 2026-10-02T13:30:00+00:00 and categorizes the event as security.
  • The supplied explanation attributes the score of 75 to the security/hack event category.
  • Only candidate metadata and an HTML summary were supplied; the article and underlying incident were not independently verified.

Risks

  • The summary may misattribute the affected exchange, loss amount, or incident context.
  • An ecosystem debate could be mistaken for evidence of an active exploit affecting the named protocols.
  • Publication timing does not establish when the alleged hack occurred or whether any threat remains active.
  • Trading or security decisions based solely on this candidate could amplify unverified claims.
  • Primary incident reports and corroborating technical evidence are needed before assigning responsibility or recommending avoidance.
Yana's score 75/100
Strong signal

PURR perpetual

Funding moved from 0.01343459% per hour to 0.04011265% per hour. Positive: longs pay shorts. Negative: shorts pay longs. 24h notional volume: $5,188,627.29624 USD. Open interest: 126,408,868 PURR (base asset).

+75 Market signal
AI analysis Models agree
hermes-openaiwatch · 78%

Facts

  • The supplied candidate identifies PURR perpetual on Hyperliquid and reports a funding_threshold_crossing event.
  • The candidate reports funding changing from 0.0001343459 to 0.0004011265, liquidity=1.26409e+08, and volume24h=5.18863e+06.
  • The candidate supplies published_at=2026-10-02T10:03:04.303458+00:00 and score=75, attributed solely to the funding threshold crossing.
  • The candidate labels its source official, but neither that assertion nor the market data has been independently verified.

Risks

  • Funding units, settlement interval, threshold definition, and observation timestamps for the two readings are unspecified.
  • Liquidity and volume units and methodologies are unspecified; reported liquidity does not establish executable order-book depth.
  • No price history, open interest, spreads, funding persistence, or independent catalyst evidence is supplied.
  • Funding can reverse quickly; leveraged perpetual positions carry liquidation and execution risks.
  • The supplied snapshot may no longer represent current market conditions.
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