Africa's two biggest crypto economies are almost the same size. They're moving in opposite directions.
Per @chainalysis (Jul 2025 to Jun 2026):
• South Africa: $39.3B, up 52%, led by cross-border P2P stablecoin flows
• Nigeria: $38.1B, down 3%, as DEX activity fell 45%
• all: up 13.4% to $101B, the fastest-growing region
Why it matters: the growth is coming from payments and businesses, not trading. Active intra-regional business payment corridors nearly doubled, from 80 to 152.
What we're watching: whether those corridors keep growing as local rules change.
Arche is an investor in Chainalysis.
Per @chainalysis (Jul 2025 to Jun 2026):
• South Africa: $39.3B, up 52%, led by cross-border P2P stablecoin flows
• Nigeria: $38.1B, down 3%, as DEX activity fell 45%
• all: up 13.4% to $101B, the fastest-growing region
Why it matters: the growth is coming from payments and businesses, not trading. Active intra-regional business payment corridors nearly doubled, from 80 to 152.
What we're watching: whether those corridors keep growing as local rules change.
Arche is an investor in Chainalysis.
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@chainalysis Sources: Chainalysis on Sub-Saharan Africa (Oct 29) chainalysis.com/blog/sub-sahar… and the 2026 Geography of Cryptocurrency Report chainalysis.com/reports/the-20…. Corridor figures as reported by ITWeb itweb.africa/article/stable…. Not investment advice.
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Arche Capital retweeted
Kaiko now contributes to multiple working groups, task forces & initiatives defining how tokenized collateral will work in practice. Alongside the standards work, Kaiko Data OnRamp brings reference prices onchain where tokenized collateral sits, including business data on @Canloyment on @StellarOrg .
Learn more 🔗 kaiko.com/news/the-role-…
Learn more 🔗 kaiko.com/news/the-role-…
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A Bittensor subnet just bought back its own token with customer revenue.
Per @xtaohq, @TargonCompute (subnet 4) repurchased and burned 8,450 TAO worth of its SN4 alpha token, funded by revenue from on-demand GPU compute for AI training and inference.
Why it matters: once revenue, not emissions, pays for buybacks, subnet tokens start getting judged like businesses. The next question is how recurring that revenue is.
Arche is an investor in xTAO.
Per @xtaohq, @TargonCompute (subnet 4) repurchased and burned 8,450 TAO worth of its SN4 alpha token, funded by revenue from on-demand GPU compute for AI training and inference.
Why it matters: once revenue, not emissions, pays for buybacks, subnet tokens start getting judged like businesses. The next question is how recurring that revenue is.
Arche is an investor in xTAO.
Revenue is flowing into Bittensor subnets 👏
@TargonCompute has repurchased and burned 8,450 TAO worth of SN4 Alpha, funded by organic revenue generated through its on-demand GPU compute services for AI training and inference.
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Arche Capital retweeted
Proud to be part of @ethlabs_org initial anchor funding and excited to see them continue to grow.
Ethereum is the home of onchain finance.
Ethereum is the home of onchain finance.
Today, more people are backing Ethlabs.
Ethereum co-founder @MihaiAlisie joins as an anchor funder, @Payward and @gattacahq join as contributors, and 19 new supporters from the Ethereum community are now backing our mission.
Thousands of people across the world have spent years olding $ETH, we aim to honor their commitment by becoming an open, accessible, and user-focused organization that supports the development of both this unstoppable network and its immutable asset.
We care deeply about what makes Ethereum special: its credible neutrality, security, censorship resistance and openness. We also believe that Ethereum's potential is only realized when people use it at scale and when it remains the natural place to innovate, issue assets, hold + settle value, and be the home to a digital future its users can own.
A big thank you to our initial anchor funders @BitMNR, @Sharplink, and @ethereumJoseph; to everyone joining us today, to the countless people and organizations that make Ethereum possible, and to all who have supported our work so far.
There is an enormous amount left to do, and we are fortunate to have so many people who believe that it is worth doing.
Now back to work.
Funders: ethlabs.org/funding
Weekly updates: ethlabs.org/writings
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20 firms signed up for DTCC's tokenization service on day one. The list says where tokenized stocks go first.
The DTCC Tokenization Service went live Oct 28:
• Eligible securities worth ~$30T (Russell 1000 stocks, index ETFs, Treasuries), per DTCC
• Live on Canton and DTCC's ore chains in 2027
• Signers include JPMorgan, Citi, Morgan Stanley, State Street and Citadel Securities, plus Alpaca, Apex Clearing and DriveWealth, the broker APIs behind many investing apps
Why it matters: the tokens keep the ownership rights of the shares behind them. With app-facing brokers on the list, the first end users may come through fintech apps, not just bank desks.
Who ships a tokenized DTC share to end users first: a bank or an app? ↓
The DTCC Tokenization Service went live Oct 28:
• Eligible securities worth ~$30T (Russell 1000 stocks, index ETFs, Treasuries), per DTCC
• Live on Canton and DTCC's ore chains in 2027
• Signers include JPMorgan, Citi, Morgan Stanley, State Street and Citadel Securities, plus Alpaca, Apex Clearing and DriveWealth, the broker APIs behind many investing apps
Why it matters: the tokens keep the ownership rights of the shares behind them. With app-facing brokers on the list, the first end users may come through fintech apps, not just bank desks.
Who ships a tokenized DTC share to end users first: a bank or an app? ↓
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Sources: DTCC press release (Oct 28) dtcc.com/press-releases… and CoinDesk (~$30T eligible, per a DTCC spokesperson) coindesk.com/business/2026/…. Grouping on the chart is ours. Not investment advice.
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20 firms signed up for DTCC's tokenization service on day one. The list says where tokenized stocks go first.
The DTCC Tokenization Service went live Oct 28:
• Eligible securities worth ~$30T (Russell 1000 stocks, index ETFs, Treasuries), per DTCC
• Live on Canton and DTCC's ore chains in 2027
• Signers include JPMorgan, Citi, Morgan Stanley, State Street and Citadel Securities, plus Alpaca, Apex Clearing and DriveWealth, the broker APIs behind many investing apps
Why it matters: the tokens keep the ownership rights of the shares behind them. With app-facing brokers on the list, the first end users may come through fintech apps, not just bank desks.
Who ships a tokenized DTC share to end users first: a bank or an app? ↓
The DTCC Tokenization Service went live Oct 28:
• Eligible securities worth ~$30T (Russell 1000 stocks, index ETFs, Treasuries), per DTCC
• Live on Canton and DTCC's ore chains in 2027
• Signers include JPMorgan, Citi, Morgan Stanley, State Street and Citadel Securities, plus Alpaca, Apex Clearing and DriveWealth, the broker APIs behind many investing apps
Why it matters: the tokens keep the ownership rights of the shares behind them. With app-facing brokers on the list, the first end users may come through fintech apps, not just bank desks.
Who ships a tokenized DTC share to end users first: a bank or an app? ↓
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Arche Capital retweeted
Solana-native projects account for 5 of the 11 highest weekly buybacks in crypto.
The @solana ecosystem keeps building.
The @solana ecosystem keeps building.
Solana projects buy back their tokens!!
5 out of the 11 crypto projects with the highest weekly buybacks are native to Solana.
Bullish for this ecosystem
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Arche Capital retweeted
Shielded | Q3 2026 drops next week.
Shielded is Zama’s quarterly institutional report on the Zama Protocol and the ecosystem growing around it.
We’re breaking down everything that happened in Q3 with @therollupco and some special guests. The full episode and the report will be Hosted by @andyyy and @robbieklages , featuring:
- @randhindi , Co-Founder & CEO at @zama
- @analog_kyle , VP of Investor & Protocol Relations at @zama
- @Yannimoto , Head of Onchain Special Projects at @Bitwise
- @gbvpzffd2r , Co-Founder & CTO at @HypernativeLabs
- @evgeth , Founder & CEO at @zerion
- @bentzzi , Co-Founder & CEO at @utila_io
On the agenda: Q3 highlights and protocol growth, confidential vaults bringing institutional capital onchain, confidential tokens coming to more custodians and wallets, the launch of confidential swaps, and advancements in protocol compliance and security.
🗓 Monday, November 2nd
🕐 10 AM EST / 4 PM CET
Shielded is Zama’s quarterly institutional report on the Zama Protocol and the ecosystem growing around it.
We’re breaking down everything that happened in Q3 with @therollupco and some special guests. The full episode and the report will be Hosted by @andyyy and @robbieklages , featuring:
- @randhindi , Co-Founder & CEO at @zama
- @analog_kyle , VP of Investor & Protocol Relations at @zama
- @Yannimoto , Head of Onchain Special Projects at @Bitwise
- @gbvpzffd2r , Co-Founder & CTO at @HypernativeLabs
- @evgeth , Founder & CEO at @zerion
- @bentzzi , Co-Founder & CEO at @utila_io
On the agenda: Q3 highlights and protocol growth, confidential vaults bringing institutional capital onchain, confidential tokens coming to more custodians and wallets, the launch of confidential swaps, and advancements in protocol compliance and security.
🗓 Monday, November 2nd
🕐 10 AM EST / 4 PM CET
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Arche Capital retweeted
Base holds 9% of euro stablecoin supply on the six chains we compute and logged 55% of the transfers in the 7 days to 27 October. Ethereum holds 66% of the supply. A balance is not a hand. #SonarX
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Arche Capital retweeted
Rumor Perps Campaign is LIVE!
$1,000 USDT pool. 100 winners. One month.
@tryrumor 's new Zealy sprint is built around Rumor Perps: synthetic perps on BNB Chain, up to 1000×. Social quests first, trading quests and more.
Show up, contribute, climb:
zealy.io/cw/rumor/quest…
$1,000 USDT pool. 100 winners. One month.
@tryrumor 's new Zealy sprint is built around Rumor Perps: synthetic perps on BNB Chain, up to 1000×. Social quests first, trading quests and more.
Show up, contribute, climb:
zealy.io/cw/rumor/quest…
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Arche Capital retweeted
Air-gapped AI is becoming more relevant in defense, manufacturing, and regulated environments. When data stays on-site, trust cannot depend on a remote service.
Sertn is built for verifiable AI that can operate where the data lives.
sertn.ai
Sertn is built for verifiable AI that can operate where the data lives.
sertn.ai
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Arche Capital retweeted
Como a educação sobre Bitcoin pode transformar a relação das famílias com o dinheiro?
Nesta reportagem do Cripto na Real, da CNN Money, conheça a Escola Bitcoin, iniciativa que leva educação gratuita sobre Bitcoin e criptoativos a escolas e ONGs da Paraíba. O projeto apresenta ia do dinheiro e o funcionamento do Bitcoin, com material ilustrado e atividades voltadas a crianças e adolescentes.
A OranjeBTC apoia essa iniciativa com a revisão técnica do material didático, a impressão e distribuição de livros e a ampliação do projeto, incluindo sua presença digital. A reportagem também mostra como o aprendizado dos alunos despertou o interesse dos pais e abriu espaço para conversar sobre dinheiro em família.
00:00 – Educação financeira e a Escola Bitcoin na CNN Money
01:01 – Educação gratuita sobre criptoativos em escolas e ONGs da Paraíba
01:16 – Como funciona o curso e o material didático ilustrado
01:40 – O alcance do projeto e o apoio da OranjeBTC
02:07 – A participação dos pais e o diálogo sobre dinheiro em família
03:07 – Próxima turma e planos de expansão da Escola Bitcoin
03:43 – A importância da educação financeira
Reportagem: Cripto na Real | CNN Money — 27/10/2026.
Nesta reportagem do Cripto na Real, da CNN Money, conheça a Escola Bitcoin, iniciativa que leva educação gratuita sobre Bitcoin e criptoativos a escolas e ONGs da Paraíba. O projeto apresenta ia do dinheiro e o funcionamento do Bitcoin, com material ilustrado e atividades voltadas a crianças e adolescentes.
A OranjeBTC apoia essa iniciativa com a revisão técnica do material didático, a impressão e distribuição de livros e a ampliação do projeto, incluindo sua presença digital. A reportagem também mostra como o aprendizado dos alunos despertou o interesse dos pais e abriu espaço para conversar sobre dinheiro em família.
00:00 – Educação financeira e a Escola Bitcoin na CNN Money
01:01 – Educação gratuita sobre criptoativos em escolas e ONGs da Paraíba
01:16 – Como funciona o curso e o material didático ilustrado
01:40 – O alcance do projeto e o apoio da OranjeBTC
02:07 – A participação dos pais e o diálogo sobre dinheiro em família
03:07 – Próxima turma e planos de expansão da Escola Bitcoin
03:43 – A importância da educação financeira
Reportagem: Cripto na Real | CNN Money — 27/10/2026.
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Arche Capital retweeted
Today OFAC sanctioned two Russian nationals who allegedly helped DPRK IT workers cash out crypto defrauded from US companies. One of them supported a ring tied to a DeFi developer.
Our analysis of this network finds the cash-out network stretches back years. In 2023 one of the , Boykov, took tens of thousands of ETH tied to DPRK IT worker schemes and passed it along to Garantex, likely for cashout.
One of the workers who fed crypto into this ring had contributed code to blockchain projects.
Our analysis of this network finds the cash-out network stretches back years. In 2023 one of the , Boykov, took tens of thousands of ETH tied to DPRK IT worker schemes and passed it along to Garantex, likely for cashout.
One of the workers who fed crypto into this ring had contributed code to blockchain projects.
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Arche Capital retweeted
Self-hosted inference is becoming more common as teams want lower latency, more privacy, and more control. But local deployment should not mean less accountability.
Sertn is built to keep inference verifiable even when it runs close to the edge.
sertn.ai
Sertn is built to keep inference verifiable even when it runs close to the edge.
sertn.ai
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Euro stablecoin liquidity is consolidating around one pair.
Per @KaikoData, USDC/EUR order books now hold $27.3M within 1% of mid vs. $19.3M for USDT/EUR, roughly 40% deeper.
For European desks, depth sets the execution cost on size. Will the deepest pair also become the default for corporate treasury flows?
Arche is an investor in Kaiko.
Per @KaikoData, USDC/EUR order books now hold $27.3M within 1% of mid vs. $19.3M for USDT/EUR, roughly 40% deeper.
For European desks, depth sets the execution cost on size. Will the deepest pair also become the default for corporate treasury flows?
Arche is an investor in Kaiko.
Liquidity has followed stablecoin trading toward USDC in Europe.
USDC/EUR order books are now roughly 40% deeper than USDT/EUR, with $27.3M sitting within 1% of the mid-price versus $19.3M for USDT.
USDC is now not only the more traded euro stablecoin market, but also the size.
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Arche Capital retweeted
xTAO has released its Winter 2026 Investor Deck.
Explore our latest deck for deeper insights into our business operations, key milestones, financial performance, and our investment thesis on Bittensor and the long-term potential of decentralized AI.
The future is open.
K
Explore our latest deck for deeper insights into our business operations, key milestones, financial performance, and our investment thesis on Bittensor and the long-term potential of decentralized AI.
The future is open.
K
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