At their peak, these ten Ethereum L2s held about $3.5B. Blast alone had $2.51B. Now every one of them is closed or closing.

Half found their users a new home: four sent them back to Ethereum, and Immutable X merged into Immutable zkEVM. The other half, Blast, Loopring, Mint, Redstone and Zero, just turned the lights off.

The tokens tell the rest. Every one still trading is down 96% or more from its high.

Money rotated out of metals this month. Gold gave back $1.97T and silver $269B, while the other 13 assets on the board added $1.32T combined, led by Meta (+$283B), TSMC (+$228B) and Apple (+$200B).

Bitcoin's +8.4% beat every top-10 stock except Meta and TSMC, and lifted it one spot to #11, past Broadcom and Saudi Aramco. Meta made the biggest jump, three places back into the top 10, while Broadcom and Aramco each dropped two.

A full list of Major Upcoming Events, to be updated

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.

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.

Since 2016, Bitcoin has closed October in the red only twice: 2018 (-3.8%) and 2025 (-3.9%). The median October return is +12.9%, and the best one was +47.6% in 2017.

This year BTC enters the month still down 4.6% YTD, but right after a +42.6% Q3. History leans green, though past Octobers guarantee nothing for this one.

rwa xyz data on tokenized stocks shows their distributed value grew 63.7 in Q3, from $1.96B on Jul 1 to $3.17B on Sep 28.

BNB Chain doubled to $1.07B and lifted its share from 27.0% to 33.6%, overtaking Ethereum, which held flat at $687M as its share fell to 21.7%. Avalanche jumped 135x to $431M (13.6%), and Robinhood Chain grew 14x to $150M.

Solana grew 1.3x to $445M but slipped to a 14.0% share, while Provenance fell 69% to $70M, dropping from 11.6% to 2.2%.

DefiLlama data on Q3 puts basis-trading protocol Axis on top with $57.3M TVL, followed by Robinhood Chain DEX Fables at $44M.

Risk curators are the biggest group: Syntetika ($15.5M), NEMO Trading ($15.3M), SharpByte Capital ($11.8M) and Presto ($3.3M) all run vaults. Agua, an onchain capital allocator on Monad and Ethereum, holds $16.5M. Two of the 12 run on Robinhood Chain.

September 2026 saw 13 hacks over $500K, totaling about $738M lost.

Two breaches made up 96% of it: Bitget's $387M hot wallet key compromise on the 24th and Liquid Network's $320M unbacked cross-chain mint on the 6th.

15 tokens launched this quarter carry about $4.46B in combined FDV. DGrid (DGAI) leads at $1.00B, up from $749M in late August, with MarsCat ($775M) a distant second.

Everything else sits below $365M, and 11 of the 15 are valued between $113M and $228M. Data from CryptoRank, tokenized stocks excluded.