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2026-09-02：Geopolitical Shock Meets DeFi Repricing: BTC Retreats as Oil Surges and Arbitrum Captures L2 Value
Bitcoin is retreating, oil is surging, and the usual safe-haven story is being tested in real time. But beneath the market weakness, Arbitrum has just found an unexpected revenue pipeline through Robinhood Chain, while Ethena's headline 95% buyback hides an $7.5 billion activation threshold that has not been met. Ethereum ETFs are quietly attracting money for a twelfth straight session, even as Bitcoin ETFs lose $236 million in one day. Then Cronos rolls back nearly 11,000 blocks after a $75 million DeFi exploit, reopening the question of what “immutable” really means. Add rising Treasury…
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