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TCP Weekly Crypto Report

  • Sep 1
  • 2 min read
Crypto Weakness and Japanese Crypto Treasuries On The Rise
Crypto Weakness and Japanese Crypto Treasuries On The Rise

📰 Weekly Overview

The final week of August saw crypto markets enter a cautious phase, with macroeconomic signals and ETF outflows dampening sentiment. Meanwhile, U.S. lawmakers accelerated efforts to finalize digital asset legislation, and Japanese firms made bold moves into crypto treasury management. Token unlocks and infrastructure upgrades continued to shape liquidity and investor behavior.


🤝 Partnerships & Strategic Moves

  • Gumi x SBI Holdings: Japanese mobile gaming firm Gumi announced a ¥17 billion ($117M) XRP treasury allocation and a joint crypto fund with SBI Holdings. This marks a significant institutional push into altcoin exposure and crypto asset management.

  • Ripple’s RLUSD Expansion: Ripple confirmed plans to launch RLUSD, a regulated enterprise-grade stablecoin, in Japan by early 2026. This aligns with the growing demand for compliant stablecoin infrastructure in Asia.


🏛️ Legislative Announcements

  • GENIUS Act Signed into Law: President Trump signed the GENIUS Act, establishing the first federal framework for stablecoin issuance. Only banks, federally qualified fintechs, and state-regulated entities meeting AML standards can issue stablecoins under this law.

  • CLARITY Act & Anti-CBDC Bill Await Senate Vote: The CLARITY Act, which defines digital commodities and ancillary assets, is expected to pass the Senate Banking Committee by September 30. The Anti-CBDC Surveillance State Act, aimed at restricting Fed-issued retail CBDCs, is also queued for debate.

  • Market Structure Legislation Advances: The Senate Banking Committee is finalizing the “Responsible Financial Innovation Act of 2025,” which will clarify SEC/CFTC jurisdiction and introduce new asset categories.


📈 Market & Macro Events

ETF Outflows Signal Sentiment Shift: U.S.-based BTC and ETH ETFs saw outflows of $126.64M and $164.64M respectively, breaking multi-week inflow streaks. This coincided with a dip in crypto market cap to $3.83 trillion, down 0.8% week-over-week.

  • BTC & ETH Price Action:

  • BTC: $108,290 (↓0.1%)

  • ETH: $4,402 (↓0.5%)

  • BNB: $858 (↑0.5%) — the only top-10 coin in green


Fear Zone: Sentiment indicators entered the “fear” territory, with analysts warning of potential corrections to $97K or even $75K for BTC.


🛠️ Tech & Ecosystem Updates

  • Casper’s No-Code Token Launcher: Casper Labs released a drag-and-drop token creation tool on August 25, aimed at onboarding non-technical users into its ecosystem.

  • Hyperliquid AI Engine: Hyperliquid teased its upcoming AI-powered trading engine focused on real-time cross-chain strategies. Launch date remains TBD.


🌍 Event Highlights

  • Rare Evo 2025 (Aug 6–10): Held in Las Vegas, this conference focused on decentralized governance and developer tooling, drawing major Layer 1 teams and DAO architects.

  • Blockchain.RIO 2025 (Aug 6–7): Brazil’s largest Web3 event spotlighted real-world asset tokenization, AI integrations, and white-hat security practices.

 
 
 

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