Brainrot Labs

Weekly CT recap: everything is fine. Probably. 💀📊

🤖 AI: +3.91%
🔥 DeFi: +3.45%
🗣️ SocialFi: +1.44%

Meanwhile:

📉 RWA: -5.44%
🎮 GameFi: -5.27%
🖼️ NFT: -3.64%

BTC ETF: -$389.7M
ETH ETF: basically fighting for its life 💀

RWA is backwards: 1.31M addresses are holding tokenized stocks, with monthly volume up 179% to $23.13B.

Fed: 74% keep rates unchanged for September
CLARITY Act: “Maybe later bro.”
BTC buy wall: “I’m getting thinner.”
Meme coin trader: $120 → $205K 💀

Market: “We’re rotating.”
CT: “Rotating into what?”
Market: “Yes.” 💀

This week, money isn’t disappearing.

It’s just running to a different narrative. 😂

Next week, are you betting on AI, RWA, or BTC to steal the spotlight?

#RWA板块涨势强劲 #btc

CLARITY Act went from “75%” to “bro, maybe 10%.” 💀

Galaxy Digital has just lowered the probability of the CLARITY Act being passed in 2026 from 75% down to only 10%.

Main reasons:

🏛️ The legislative timeline is too short after the Senate reconvened on 14/9
⚖️ Some issues with ethics standards are still unresolved
🏦 Lobbying from the banking industry is causing support from part of the Republican side to weaken.

According to the Senate schedule, a motion to end debate could be brought to a vote at 14:15 on 15/9, but it would require 60 votes.

The Republicans currently have 53 seats, meaning that even if all Republicans support the bill, it would still need at least 7 votes from the other side.

Galaxy: “75%.”
Galaxy 3 months later: “Yeah… 10%.” 💀

This is a pretty significant downgrade for expectations around crypto regulation in the US.

Do you think the CLARITY Act still has a chance to pass this year, or is 10% already too optimistic? 👀

#GalaxyDigital #CLARITYAct

$120 → $205,800. Bro just unlocked the crypto lottery. 💀

A trader on BSC only spent $120 to buy about 19.1M “牛来” (Niu Lai) tokens.

Then:
💰 Sold 9.1M tokens → received about $25.9K
🪙 Still holds 10M tokens → worth about $180.2K
🚀 Total realized + unrealized profit → about $205.8K
📈 ROI: ~822x

Trader: “I only put in $120.”
Market: “Okay, here's $205K.” 💀

But this is also the dark side of meme coins: one wallet can 822x, but most other traders may be on the opposite side of that trade.

If you had $120, would you YOLO into an 822x meme coin or keep $120 to buy coffee just to be safe? 😂

#BrainrotCrypto #牛来

Another KYC leak. This time, ~200,000 crypto customers. 💀

Bits of Gold, one of the large crypto brokers in Israel, said that data of about 200,000 customers was leaked following a cyber incident.

The affected information is believed to include:
🪪 Full name + ID number
📱 Phone number
📧 Email
🌐 IP address
🏦 Bank account details
👛 Public wallet addresses

Key point: according to the information available so far, customers’ cryptocurrency and assets are not affected.

According to the company, the attacker gained unauthorized access to a support system used for data analysis and stole personal information.

Crypto: “Not your keys, not your coins.”
KYC database: “But what about your name, phone and bank account?” 💀

This is a painful reminder that self-custody doesn’t solve KYC data risks. You can keep your private key safe, but your personal information still sits with a third party.

Brothers, how much responsibility should a crypto broker take when the KYC database is leaked, even if on-chain assets remain safe? 👀

#BrainrotCrypto #kyc

Kalshi just got another “bro, you’re not allowed here” moment. 💀

Nevada’s gaming regulator is demanding that Kalshi pay a $12,000/day penalty, after investigators claimed they could still trade on Kalshi through local mobile networks, even though the platform has already implemented geo-restrictions.

Kalshi counters that it uses GeoComply, a geolocation provider licensed by the state regulator, and also alleges that some investigators may have entered fake addresses—or that at least one person managed to get past the blocking system.

Nevada: “Block Nevada users.”
Kalshi: “We did.”
Nevada: “Our investigator still got in.”
Kalshi: “Bro… 💀”

This case is pretty interesting because the dispute isn’t just about whether Kalshi is allowed to operate—it also raises the question: who’s responsible if a geofencing system is bypassed?

So what do you guys think—does the fault lie with Kalshi, with the geolocation system, or with how the regulators are testing the prediction market platform? 👀

#BrainrotCrypto #Kalshi

Binance just said: “These wallets? We need to talk.” 💀

Binance will stop processing transactions related to 16 crypto platforms, with restriction batches applied on 7/8, 13/8, and 23/8.

After the corresponding deadline, users will not be allowed to send or receive assets directly or indirectly with the entities on the list.
Notable names include HTX, EXMO, Rapira, Bitpapa, Shelbit, Aban Tether Exchange, A7 Nigeria, and A7 Africa.

Transactions that occur after the deadline may be temporarily held for compliance checks, and the associated wallets may be temporarily restricted.

Notably, some entities on the list have already faced sanctions from the U.S. or the U.K. related to Iranian and Russian networks. In particular, A7 said the amount of money routed through this network last year exceeded $90B.

Binance: “We’re just following compliance.”
Wallet: “But I didn’t do anything.”
Compliance: “That’s exactly what we’re checking.” 💀

Brothers, do you think this is just normal compliance tightening, or is Binance preparing a bigger sweep against risky liquidity sources? 👀

#A7 #Binance

Morgan Stanley launched a Bitcoin ETF… and BTC immediately sent the invoice. 💀

After 85 days, Morgan Stanley Bitcoin Trust (MSBT) attracted approximately $371.1M in total value of subscriptions.

But within the same timeframe, the fund recorded $66.8M in net value decline, nearly all coming from Bitcoin’s unrealized loss (~$66.17M).

Notably:
💰 $371.1M total contributions
📉 $66.8M net value decline
🩸 Only about 1.42% of total contributions were withdrawn
📈 Shares outstanding increased by about 23.17% in July

In other words, investors are not fleeing the fund en masse. Most of the current losses are due to BTC falling, while new capital continues to flow in.

Morgan Stanley: “Come get Bitcoin exposure.”
Bitcoin: “Sure. Here’s your -$66.8M welcome gift.” 💀

The most interesting part is that capital inflows are still happening despite NAV coming under pressure, suggesting that demand to access BTC through a large bank’s product is still quite clear.

Brothers/sisters, do you think this is a bullish sign because money is still flowing in when BTC is down, or simply that investors are catching knives with an ETF? 👀

#etf #MorganStanley

Harvard looked at the Bitcoin dip and said: “Nah, we’re still holding.” 💀

Harvard’s endowment kept its 3,044,612 shares of BlackRock’s IBIT in Q2, worth about $101.4M as of 30/6.

More notably, before that Harvard had been continuously trimming its position:
6.81M → 5.35M → 3.04M shares
But in Q2: no further selling. 👀

Meanwhile, Harvard fully exited its spot Ethereum ETF position and now holds about $171.2M in gold ETF, compared with $101.4M in IBIT.
IBIT currently ranks only 11th in Harvard’s disclosed portfolio of about $4.26B.

Harvard: “We trimmed BTC.”
BTC: “So you’re leaving?”
Harvard: “Nah. I’m just watching.” 💀

What’s interesting is that while Harvard stands pat, Mubadala, the Abu Dhabi Investment Council, and Morgan Stanley are all holding very large IBIT positions.

Do you think Harvard is waiting for BTC to rebound to sell more, or that keeping the position unchanged is a sign they still want Bitcoin in their long-term portfolio? 👀

#IBIT #harvard

RWA doesn’t die at the tokenization step.

It dies at the step: “Okay… now what?” 💀

A security is on-chain, yet there’s still a whole pile of things to figure out: who can buy, who’s eligible to hold the asset, are transfers restricted, what data is public, how do corporate actions get handled, and how does settlement work.

That’s the part I find interesting in @Dusk

Instead of only turning traditional assets into tokens, Dusk is moving toward financial infrastructure for the entire asset lifecycle — from issuance, ownership, eligibility, and controlled transfers to trading, servicing, and settlement.

And $DUSK isn’t just a ticker to look at charts.
It’s the gas + staking/security layer of the network.
Tokenization is level 1.

Building the financial rails is level 2. 🐸

#dusk #BrainrotCrypto #DigitalSchizophrenia

Wall Street is loading up on SpaceX like it’s the next AI trade. 🚀💀

After SpaceX listed on Nasdaq, Q2 13F data showed that about 1,697 institutions have reported positions.

Notable top holders:

🟢 Alphabet: $94.18B
🟢 Valor Management: $86.01B
🟢 FMR: $51.66B
🟢 Gigafund: $29.36B
🟢 Saudi PIF: $26.34B
🟢 NVIDIA: $20.98B
🟢 BlackRock: $8.72B
🟢 Harvard: $2.21B

Notably, NVIDIA’s position comes from an earlier investment in xAI, while Alphabet and Gigafund were already investors before SpaceX went public.

But here’s the twist: SpaceX closed at $170.86 on June 30, but by August 14 it was down to around $140—about an ~18.1% decline.

Institutions: “We believe in SpaceX.”
SPCX: “Cool. Here’s an 18% drawdown.” 💀

Note: 13F only shows positions at the end of the quarter; it doesn’t indicate the exact buy timing or cost basis, and it also doesn’t reflect short positions.

Do you think these institutions are buying SpaceX for the space story, AI/xAI, or because they’re betting on the entire Musk ecosystem? 👀

#BrainrotCrypto #SpaceX

Insider trading allegations just entered the DAO chat. 💀

The founder of daos.fun accuses a core member of baoskee of having known in advance about the plan to rename ai16z to avoid trademark issues, but instead of raising the issue via a Snapshot vote as promised, the person was allegedly selling a large amount of tokens.

According to Shaw, the alleged profits amount to around $6.6M, with on-chain transactions provided as evidence.

baoskee has denied the claims and called Shaw “completely insane.”
Shaw: “I have the on-chain receipts.”
baoskee: “Bro is completely insane.”
Blockchain: “I literally have the receipts.” 💀

These are still just allegations; it’s not a conclusion that insider trading actually took place.

If the on-chain transactions really prove that the tokens were sold before the information was released, how do you think a DAO should handle insider trading? 👀

#shawa16z #ai16z

AI infrastructure is attracting serious venture money. 👀

Team8 has just completed a $365M fundraising round, including $265M for Team8 Capital III and more than $100M to invest further in companies in its current portfolio.

The new fund focuses on AI-native startups at the Seed and Series A stages, especially:
🤖 AI infrastructure
🔐 Cybersecurity
💳 Fintech
🛡️ Infrastructure that helps enterprises deploy AI safely—with governance and control

Team8’s total AUM is now close to $2B.

VC: “AI is the future.”
Team8: “Cool. Give us $365M.” 💀

What’s notable is that capital is shifting from only investing in AI applications to building the underlying infrastructure + security + governance behind them.

Do you think AI infrastructure will be the next big VC narrative, or has the market started overfunding everything with the word “AI”?

#BrainrotCrypto #AI

Musk’s AI empire just added another heavyweight. 👀

According to the above information, SpaceX has completed its acquisition of AI coding startup Cursor for $60B, about two months after announcing the deal.

The deal is said to be aimed at helping Musk accelerate his AI business, especially in the AI coding space, where Cursor has grown very rapidly thanks to its ability to help developers write and debug code with AI.

Musk: “I need more AI.”
SpaceX: “How much?”
Musk: “$60B should do.” 💀

If this deal really helps SpaceXAI compete more directly with OpenAI and Anthropic, then this isn’t just a space story anymore—Musk is building an entire stack from AI → software → compute → infrastructure.

Bro, do you think $60B for Cursor is a strategic masterstroke, or is Musk starting to play AI in unlimited-money mode? 👀

#ElonMusk. #AI

AI data centers have a new problem: paying for the electricity. ⚡🤖

Backed by EQT, EdgeConneX is seeking an electricity guarantee facility of up to $2.5B to support its global data center expansion plan.

The company is negotiating with multiple banks, including Natixis and BBVA, for a letter of credit structure to help lock in power source costs for future projects.

Notably: AI infrastructure now needs more than just GPUs + a data center—it also has to solve the problem of long-term power supply and electricity costs.

AI: “I need more compute.”
Power grid: “Cool. Who’s paying the electricity bill?” 💀

As demand for AI training and inference continues to rise, electricity could become the biggest bottleneck to expanding AI compute.

Do you think electricity will become the most important “asset” in AI infrastructure—even more important than GPUs?

#BrainrotCrypto #AI

AI is creating a nuclear power race. ⚛️🤖

Bill Gates recently met with leaders of SK and HD Hyundai in South Korea to discuss SMRs (small modular reactors) and how to meet the ever-growing electricity demand from AI data centers.

SK and SK Innovation previously invested $250M into Gates’ TerraPower, while SK Innovation has just signed a cooperation agreement with TerraPower on sodium-cooled SMRs.

AI: “I need more power.”
Nuclear: “How much?”
AI: “Yes.” 💀⚡

The notable point is that the AI race is no longer just about GPUs and data centers. Electricity supply is becoming an important part of the game.

Do you think nuclear will become the main power source for AI data centers in the coming decade, or will renewables + batteries still win?

#NuclearAI #AI

Malaysia is getting its own stablecoin play. 🇲🇾👀

BLOX has just completed a $1M seed round, led by Kivo Technology, with the new funding focused on developing MYRC—a stablecoin backed by the Malaysian Ringgit (MYR).

BLOX has also joined a proof-of-concept program on blockchain payments in Malaysia, testing scenarios for domestic payments using MYRC.

BLOX: “We have a ringgit stablecoin.”
Crypto: “Another stablecoin?”
Malaysia: “This one is mine.” 💀

Notably, stablecoins are gradually shifting from the trading narrative to payment infrastructure at the national level.

Guys, do you think a local stablecoin like MYRC has a chance to become a real payment rail, or will USD stablecoins continue to dominate?

#MYRO #BLOX

Musk made $158.3B last year. His average Tesla employee made $57.2K. 💀

Musk’s income in 2025 is recorded at $158.3B, equivalent to about 2.52 million times the average income of a Tesla employee.

In other words, Musk earned an amount equivalent to a full year’s salary of a single employee in just about 4.23 seconds.

Tesla employee: “I work all year.”
Musk: “Give me 4 seconds.” 💀

Point to note: most of the $158.3B figure comes from restricted stock awards, not cash compensation received directly, and this value depends on whether Tesla meets the performance conditions.

2.52 million times the average salary. That number is honestly hard to process.

Guys, do you think this kind of compensation is a super strong founder incentive, or has the gap become too extreme already? 👀

#ElonMusk. #Tesla

OpenAI is heading toward a potential IPO while its leadership bench keeps changing. 👀

OpenAI is reportedly targeting a valuation of about $852B and has secretly filed documents related to an IPO in June.

But at the same time, a number of senior leaders are leaving or changing roles:

CRO Denise Dresser resigns Brad Lightcap leaves the company after moving to a “special project” Fidji Simo steps out of the core management team

OpenAI: “$852B valuation.”
Leadership team: “We need a reshuffle.” 💀

The bigger the IPO, the more governance and leadership stability become things the market will closely scrutinize.

Do you guys think this is just pre-IPO restructuring, or is leadership turnover at this point truly a red flag?

#OpenAI #IPOWave

RedotPay’s U.S. IPO just hit the regulatory speed bump. 👀

RedotPay has postponed its U.S. IPO plans instead of completing them this year as previously expected. The company is focusing on handling legal requirements and obtaining approvals in the markets where it operates.

Notably, RedotPay says it has just received a money transmitter license in the U.S., while it still faces a lawsuit from an entity connected to Binance, seeking damages of about $500M.

RedotPay: “IPO this year.”
Regulators: “Let’s talk first.” 💀

A key point is that the company says users, revenue, profit, and margins are all at ATH levels, but regulatory clearance remains the bottleneck.

Do you think crypto/fintech IPOs are being delayed by regulatory risk, or is this just a normal delay before RedotPay goes public?

#Binance #redotpay

Fed is not ready to rush the next cut. 👀

Fed Governor Austan Goolsbee supports the decision to keep interest rates unchanged in July, saying that CPI data is currently quite positive, but the Fed still needs more data before making its next decision.

Notably, he also warned that if productivity continues to decline, the market may have to reconsider overly optimistic expectations about AI.

AI: “Productivity is going up.”
Goolsbee: “Show me the data.” 💀

Do you think the Fed will keep rates unchanged in September, or will upcoming data be strong enough to pave the way for another round of cuts?

#BrainrotCrypto #Fed