Odaily reports: Several partnership plans previously announced by the Trump family's crypto project World Liberty Financial have yet to materialize, including having Aave support its lending market, using Ethena's stablecoin as collateral, and bringing tokenized U.S. Treasuries and equities onto the World Liberty platform through Ondo.According to Nansen and Arkham data, the "strategic token reserve" previously established by World Liberty has also undergone significant changes, with most of its holdings of LINK, AAVE, ENA, and MOVE subsequently transferred or disposed of, and some assets moved into centralized exchange accounts. Nansen analysis shows that after World Liberty's token purchases were detected on-chain, the relevant tokens typically rose 10% to 26% within a day, but most of those gains failed to hold.World Liberty stated that the company continuously adjusts its strategy based on market changes and business priorities, and emphasized that it has no connection to decision-making by the Trump administration. (Bloomberg)

Odaily Report: Circle has launched its Digital Asset-Backed Borrowing service, allowing institutional clients to mint their Bitcoin into 1:1-pegged cirBTC, which is custodied by Circle National Trust and used as collateral to borrow USDC through third-party lending protocols without having to sell their Bitcoin holdings. The first integrated protocol is Morpho, with support for Aave and others to follow. The service has been deployed on Arc and the Ethereum network and is currently available only to institutional clients.

Odaily reports that according to monitoring, an ETH OG (0xeadc...) who entered the market in 2017 has held an ENA long position for approximately 228 days. As of 10:34 Beijing time, the address holds approximately 10.0265 million ENA in long positions, with an average entry price of $0.110537, a position value of approximately $2.0849 million, and unrealized profit of approximately $976,600. The position uses 10x cross margin leverage, with ENA up approximately 88.12% from the entry cost.The address currently holds 41 long positions, with a total notional value of approximately $69.8481 million and an overall contract leverage of approximately 4.65x. The ENA position accounts for approximately 2.98% of its contract exposure, with unrealized profit ranking third among current holdings, below NEAR at approximately $1.3695 million and AAVE at approximately $1.0225 million. The address once held nearly $90 million worth of ETH, which was later all transferred to Hyperliquid, and was previously the platform's largest HYPE long position holder.

Odaily News: According to EmberCN monitoring, the whale entity represented by Garrett Jin once accumulated 100,800 BTC at an average price of approximately $7,242 between May and June 2018. At the same time last year, the position was worth over $10 billion at its peak, and subsequent investments were mainly funded by selling BTC.Starting in August 2025, the entity gradually sold approximately 89,000 BTC and purchased approximately 900,000 ETH at an average cost of over $3,500. The ETH was subsequently transferred to Binance in batches during the first half of 2026. In December 2025, the entity went long on ETH on Hyperliquid; in early February 2026, ETH's price fell from $3,000 to $1,800, and a long position of 213,000 ETH worth approximately $670 million was liquidated, resulting in a loss of approximately $230 million in margin.During the same period, the entity is believed to have provided partial funding to Trend Research. A leveraged long position of 651,500 ETH held by Trend Research was stopped out, resulting in a loss of approximately $734 million. The entity also accumulated approximately 289.6 million "Binance Life" tokens through Binance withdrawals and on-chain purchases between February and June of this year, worth approximately $150 million, accounting for 28.9% of the token's total supply. In March, the entity exchanged 50.43 million aEthUSDT for aEthAAVE and encountered extreme slippage, receiving only 327.2 AAVE, resulting in a loss of approximately $50.39 million. Since July, the entity has been shorting ZEC on Hyperliquid and currently has an unrealized loss of approximately $34 million.

Odaily News — The funding round was led by Blockchain Capital, with participation from Janus Henderson, Strobe Ventures, Venture Dept, Neoclassic Capital, and the Avalanche Foundation. Aave CEO Stani Kulechov, Tether co-founder Phil Potter, and Privy CEO Henri Stern also participated in the investment. Tare plans to develop loan management software on Avalanche, creating digital records for loans and automating back-office processes such as record-keeping, payment distribution, and transaction verification, in order to consolidate fragmented private credit business processes and reduce intermediary and operational costs.

Odaily reports: Avalanche announced on X that the RWA Hub will allow institutions to borrow stablecoins using tokenized financial assets as collateral, without needing to sell the underlying positions. Tether's USAT will serve as the core of this market, providing primary USD liquidity and becoming one of its first major institutional use cases. Since Aave V4 launched on Avalanche two months ago, it has attracted over $20 million in deposits.

Odaily reports that Aave Labs released an ARFC proposal on September 14, planning to deploy an Aave V4 isolated Hub and Spoke, using institutional custodied assets as collateral for borrowing stablecoins. The first instance plans to use Anchorage-custodied BTC, with Anchorage holding the underlying collateral throughout the entire loan lifecycle.Collateral ratios, liquidation penalties, supply and borrow caps, interest rate models, and oracle configurations will be proposed by DAO risk service providers in a subsequent AIP. The proposal must sequentially pass through the ARFC feedback period, Snapshot vote, and AIP process.

Odaily News: Stani Kulechov posted on X that he has submitted comments to HM Revenue & Customs, recommending improvements to the tax treatment of crypto-collateralized loans and stablecoins, and allowing stablecoins to be included in the Individual Savings Account (ISA) system, so that stablecoin lending users can have the opportunity to enjoy related tax benefits.

Odaily News: Aave has launched an official MCP server, allowing AI agents to access real-time protocol data and prepare transactions on Aave V3 and V4. The server is compatible with ChatGPT, Claude, and other MCP-compatible tools, while users retain control over transaction signing.

Odaily星球日报讯 据链上分析师余烬监测，一名通过借贷杠杆持有 14.98 万枚 ETH、价值 3.77 亿美元的巨鲸，于 4 小时前卖出 6000 枚 ETH，兑换 1497 万枚 USDe，用于偿还 Aave 借款，出售价格为 2496 美元。目前，该巨鲸持有 14.38 万枚 ETH，价值 3.62 亿美元，并在借贷平台上有 1.81 亿美元债务，整体采用 2 倍杠杆。