Wallets and apps kept moving onchain: Phantom added BNB Chain, Base shipped Cobalt, and NEAR Intents halted after a $3.8M bug and pledged repayment. Google unveiled Gemini 4 Argon, OpenAI introduced Dots, and Drift opened claims for its April losses.

Five that actually mattered:

— NEAR Intents halts after a $3.8M exploit, pledges full compensation

— Phantom adds BNB Chain Support

— Google introduces Gemini 4 Argon

— OpenAI introduces Dots

— Drift Foundation recovery update

Worth a look | Base update · Zcash grants results · First U.S. spot NEAR ETP launches · Robinhood Wallet integrates Arcus · Cboe and Robinhood plan KPI contracts

Robinhood Wallet has integrated Arcus’ API, adding it as one of several routing providers for spot swaps of more than 190 stock tokens. Eligible users in supported jurisdictions can access Arcus’ liquidity and execution infrastructure through the wallet.

Arcus uses a request-for-quote model, where professional market makers compete to price each swap. Users whose trades route through Arcus may be eligible for Arcus Points, and limit orders are also planned through Robinhood Wallet’s dapp browser.

Arcus, built by the team behind dYdX, launched on Robinhood Chain in July. It says it has processed more than $5 billion in cumulative volume and has over 15,000 traders, with total value locked above $28 million.

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Drift says users with verified losses from the April 1 exploit can claim 1 DFX for every 1 USDT lost. The claim window closes at 00:00 UTC on January 1, 2028; unclaimed DFX will be burned.

Each DFX represents a claim on Drift’s Recovery Pool, which holds about 3.11 million USDT. The pool is funded by a share of Velocity’s net protocol revenue, Tether’s matched deployment of up to 127.5 million USDT, contributions from strategic partners of up to 20 million USDT, and recovered funds.

DFX can be redeemed for USDT based on the Recovery Pool balance divided by the outstanding DFX supply. Redeemed DFX is burned, and redemptions are final.

Drift says recovery efforts continue with zeroShadow and law enforcement, with recovered funds going to the pool.

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NEAR Intents says a bug in how its Omni deposit and withdrawal infrastructure interacted with its smart contract led to a preliminary loss of about $3.8 million. The team says it will compensate users in full and has patched the contract vulnerability.

NEAR Intents and near.com services are expected to resume within an hour. Deposits and withdrawals on BSC, Polygon, TON, Optimism, Avalanche, Stellar, Monad, LayerX, Adi, Scroll and Plasma will remain paused for about 12 more hours as Omni infrastructure fixes are completed.

Users holding assets from those networks in NEAR Intents, including through HOT Wallet or near.com, will be able to swap them into other assets once services resume.

NEAR says it has reported the incident to law enforcement and is working with security and blockchain analytics partners to trace the funds and pursue recovery. A detailed report is expected in the coming days.

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Polymarket topped Q3's funding rounds with $1B at a $21B valuation, led by 1789 Capital. Jeeves followed with $110M, then Circle and Kraken's parent Payward raised $100M each.

Polymarket: $1B at a $21B valuation, led by 1789 Capital

Jeeves: $110M Series C led by CoinFund, with a16z, Coinbase Ventures and YC

Circle: $100M PIPE from Binance, tied to a 5-year USDC distribution deal

Payward: $100M from Nasdaq at a $21B valuation

RQD Clearing: $74M led by Bain Capital, with ABN AMRO and Nyca

HIFI: $37M Series A led by Left Lane Capital

Latitude: $35M Series A led by Oak HC/FT, with NEA and Coinbase Ventures

Cari: $32.5M from seven US banks, including KeyBank, M&T and Huntington

OpenReserve: $25M seed led by a16z crypto, with Coinbase Ventures and Jump

Fin.com: $20M seed led by Expa

Limited: $18.5M seed led by Third Prime, with North Island Ventures and Collab+Currency

Hivemind Digital Group: $17M strategic round led by M&G Investments, with FalconX and ZA Bank

Stablecoins are the clear theme: Jeeves, HIFI, Latitude, Cari, OpenReserve, Fin.com and Limited all build banking or payment rails on stablecoins and tokenized deposits.

Google unveiled Gemini 4 Argon, its new frontier model for coding, enterprise work and cyber defense. It launches at $2 per 1M input tokens and $10 per 1M output tokens.

The output limit jumps to 1M tokens from 64K, so the model can work through long tasks in one go. Argon sets a new high of 77.9% on DeepSWE v1.1 and ranks first on the Vals Index and Zapier's AutomationBench. Trusted defenders get a version without cyber guardrails, and Wiz already used it to find a critical flaw in hospital software.

Access starts with cyber defenders in Google's Fairwind Program, then paid API customers and Google AI Ultra subscribers.

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By price, September belonged to small caps: STONK +1,070%, Rhea +863% and Quant +400%, the only multi-billion name in the top three. Rank by dollars added to FDV and the board flips to Bitcoin (+$121B), Ethereum (+$31.7B) and XRP (+$12.9B).

No coin made both lists this month. Bitway came closest, +248% in price and +$9.4B in FDV, just outside the top eight by percentage. Zcash added $9.8B on a +68% move.

Zcash coinholders approved $8.4M in Q3 retroactive grants, funding 17 of 37 proposals. About 2.18M ZEC ($3.1B) took part in the vote.

Most of the money went to security work after the critical Orchard bug, which could have allowed unlimited ZEC minting in a pool holding about 4.2M ZEC ($2.3B at the time). Taylor Hornby, who found it, gets $1.5M across two bounties. Ironwood upgrade work and audits get $2.8M, and ZODL gets $1.95M for core protocol development.

The next round opens for proposals on Oct 30, with coinholder voting set for Dec 17-29.

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DogeOS opened its public testnet, a zero-knowledge rollup that brings EVM smart contracts to Dogecoin, with DOGE used to pay gas fees.

DogeOS comes from the founders of the MyDoge wallet. Teams are already deploying on testnet across payments, DeFi, games and markets. Dogecoin Foundation director Timothy Stebbing said he hopes it becomes "the springboard for a wave of new utility engineering."

DogeOS says it has no token and warns users to avoid scams claiming otherwise.

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Rumors that Abstract is winding down spread after core dev Cygaar went quiet. He hasn't posted since June and on Sep 28 moved about 1.34M PENGU ($12.8K) off the chain.

Posts also claim founder Luca Netz removed Abstract's badge from his X name and that the chain lost out to Robinhood Chain. Neither is confirmed: Netz still lists Abstract in his X bio, and Abstract posted its weekly XP update on Sep 29.

The team has made no official statement, so the shutdown talk remains unconfirmed for now.

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