Chung仲

2026/10/20

Today's Newsletter

📰 News
• Mt. Gox extends its repayment deadline by a year to October 31, 2027
• Switzerland approves its first retail spot Bitcoin ETF
• Bitget plans a Thai crypto exchange acquisition
• SkyAI sells all its SOL and launches a $201M buyback
• @papertrade_xyz stays non-transferable to prevent manipulation via outside perp markets
• OpenAI is building humanoid robots with a demo expected in 2027
• MiniMax releases M3.1 Flash with claimed frontier performance at lower cost

👍 Good Reads
• @citrini - Citrini Therapeutics
• @Stoiiic - auction market theory (amt) series part 4

🔔 New Protocols
• @riverdotpoker
• @Evolutdotfun

💰 Crypto Fundraising
• @LighthouseWeb3 (AI) - 1.58m Strategic
• @meow (Payments) - 31.6m Series B led by @Stifel
• @mural_pay (Payments) - 15m Series A led by @tether

💵 Airdrops
• Hint at a second $HYPE airdrop?

🖥 Videos & Podcasts
• @hosseeb - Agents + Crypto: What's Real and What's Cope

—
chungdailynote.com ❤️

2026/10/19

Today's Newsletter

📰 News
• Strategy buys 267 BTC
• Strive buys 1,223 BTC
• MARA moved 1,000 BTC worth $82.8M to Binance and Gate over five days
• Tom Lee’s BitMine buys 12,535 ETH worth $30M
• JPM Coin expands to Ethereum enabling 24/7 institutional settlement
• Europe’s largest banking network Sparkassen opens crypto trading to customers
• Binance’s AI Pro plans and tests workflows then waits for user approval

👍 Good Reads
• @goodalexander - Geopolitics: Do We All Die Before RSI
• @Bankless - Pearl and the Security Budget Bitcoin Can't Solve

🔔 New Protocols
• @cardboard_trade
• @priors_trade

💰 Crypto Fundraising
-

💵 Airdrops
-

🖥 Videos & Podcasts
• @theempirepod - Is The AI Debt Bubble Finally Popping? | Weekly Roundup

—
chungdailynote.com ❤️

2026/10/18

Today's Newsletter

📰 News
• MicroStrategy to be removed from MSCI indexes
• Visa brings USDC payouts to Visa Direct across 180+ countries
• Brokerage giant Charles Schwab opens Bitcoin and Ethereum trading to 40 million clients
• Deutsche Bank to launch Bitcoin custody for its 28 million clients
• Balaji’s Network School acquires Farcaster
• @Lighter_xyz teases options season
• Anthropic proposes AI safety law letting the government block dangerous models
• Some Anthropic investors push to cut the IPO valuation from $2T to $1.5T
• DeepSeek ships V4.1 Flash 1017 with better agentic coding and open MIT weights

👍 Good Reads
• @a16zcrypto - Fast post-quantum signature aggregation with lattice SNARKs
• @JayaGup10 - From Inference to Execution: AI’s Next Economy

🔔 New Protocols
• @QuestHarness
• @routr_network

💰 Crypto Fundraising
• @multiliquid_xyz (Exchange) - 8m Seed led by @polychain
• @SpoutFi (DeFi) - 2m Strategic

💵 Airdrops
-

🖥 Videos & Podcasts
• @Bankless - The Crypto Bull Market Just Got a Reality Check

—
chungdailynote.com ❤️

2026/10/15

Today's Newsletter

📰 News
• US PPI rose to 6.3% coming in above expectations
• Stripe and Plasma co-develop a new multi-currency card
• Solana Foundation showcases its Shanghai office and skyline ads
• Mastercard brings stablecoin payments to its global merchant network
• Binance US seeks $100M at a $1B valuation with Trump’s World Liberty passing on the deal
• The first White House AI task force meeting is tomorrow

👍 Good Reads
• @_varunnair - What Robot Deployments are Actually Automating
• @BlockworksAdv - The State of Crypto Inference Providers

🔔 New Protocols
• @renaiss_fi
• @paboxoxyz

💰 Crypto Fundraising
• @FissionXYZ (Brokerage) - 10m Series A led by @PanteraCapital
• @AIsaOneHQ (AI) - $TBD investment from @tether

💵 Airdrops
• @StandX_Official is shutting down and has announced a $DUSD airdrop

🖥 Videos & Podcasts
• @TaikiMaeda2 - How to Make it in Crypto (without getting lucky) - @izebel_eth

—
chungdailynote.com ❤️

2026/10/14

Today's Newsletter

📰 News
• US CPI came in at 3.7% YoY and core CPI at 2.6% YoY. Both ran slightly above estimates
• France considers a 31.4% tax on crypto-to-stablecoin conversions

👍 Good Reads
• @0xProfessorJo - Crypto’s Next Chapter: External Problems
• @Decentralisedco - Crypto Compute Capital Markets Map

🔔 New Protocols
• @bordrlessdex
• @temoonchain

💰 Crypto Fundraising
-

💵 Airdrops
-

🖥 Videos & Podcasts
• @notthreadguy - MARKET OPEN: Xbox EMBRACES AI Gaming, Crypto is in SHAMBLES, OpenAI & Anthropic are FALLING APART

—
chungdailynote.com ❤️

2026/10/12

Today's Newsletter

📰 News
• Strategy bought 250 BTC and brought holdings to 848,250 BTC
• Tom Lee’s BitMine buys 12,532 ETH worth $31M
• Ethereum Foundation-linked wallets sent another 4,393 ETH to Kraken
• Kraken to launch in the UAE after securing full regulatory approval

👍 Good Reads
• @citrini - Breaking The Wall
• @tiger_research_ - The Era of Industry: Q3 2026 Crypto Industry Investment Report
• @tempst0 - Come for the Farm, Stay for the Casino @papertrade_xyz

🔔 New Protocols
• @contractclaus
• @HelloNavra
• @UnspentLLM

💰 Crypto Fundraising
• @datafdn (AI) - 30m Strategic investment from @SuiFoundation
• @orbiodotso (AI) - 1.2m Seed

💵 Airdrops
• @predictdotfun token incoming
• @TxFlow_L1 point rules

🖥 Videos & Podcasts
• @theallinpod - Is Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots
• @0xSteadyLads - Steady Lads Live From TOKEN2049 in Singapore (2026)

—
chungdailynote.com ❤️

2026/10/4

Today's Newsletter

📰 News
• Market expectations for an October rate hike fell to a new low of 17%
• SEC says more crypto regulatory proposals are coming
• @Backpack's tokenized BlackRock stock $BLK is live on Solana via @Sunrise
• The Ethereum Foundation and the Open Anonymity Project launched zkAPI
• SlowMist flagged a Safe module exploit on Aave v3 loops for roughly 114.09 ETH ($310K)
• Trump announces the formation of the Super Intelligence Force (SIF)
• Anthropic is said to be targeting a mega-IPO before Thanksgiving
• @blast is shutting down

👍 Good Reads
• @docXBT - Keys to winning in a bull market
• @DefiIgnas - Tokens looking to bid
• @0xSigil - Own your AI, don’t let it own you

🔔 New Protocols
• @StripeCrypto
• @daybreak_fi
• @paperstrategy_

💰 Crypto Fundraising
• @perptools (Exchange) - 5m Seed
• @ripcarsio (RWA) - 475K OTC Purchase
• @walapay_io (Payments) - 4.6m Seed led by @genventurecap

💵 Airdrops
-

🖥 Videos & Podcasts
• @theallinpod - Trump’s Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions
• @_choppingblock - Kalshi Cooked, Bitget Hacked + Agentic Bank Runs
• @theempirepod - Markets Sending, Just Buy Consensus, Meta's AI Moment & Who Wins Tokenization? | Weekly Roundup

Referral links
Arcus
—
chungdailynote.com ❤️

2026/10/1

Today's Newsletter

📰 News
• Congress considers expanding crypto rules to let banks and credit unions hold digital assets and issue stablecoins
• MetaMask reports a security incident with no immediate threat to wallets
• NEAR Intents vulnerability patched with full compensation planned and ops back within the hour
• Google launches Gemini 4 Argon

👍 Good Reads
• @Grayscale - Investing for the Compute Bottleneck
• @domdosu - Why Crypto Options Have Never Taken Off

🔔 New Protocols
• @conviction_x
• @AscendLaunch

💰 Crypto Fundraising
-

💵 Airdrops
• @arcus_xyz points are live

🖥 Videos & Podcasts
• @notthreadguy - MARKET OPEN: Crypto is in SHAMBLES, COGNITION BEEF, Who Cares About the US 10Y Yield?
• @the_defi_report - Crypto Keeps Ignoring the Warning Signs

—
chungdailynote.com ❤️

2026/9/29

Today's Newsletter

📰 News
• US 30-year Treasury yield hits highest since 2002
• Coinbase receives CFTC approval to launch its own US crypto derivatives clearinghouse
• Coinbase teases mobile trading card packs backed by physical cards

👍 Good Reads
• @0xRickyW - What Happens When Stocks Become Programmable?
• @blocmates - How To Trade Prediction Markets Like Memecoins
• @Decentralisedco - Robinhood’s Wealth Effect

🔔 New Protocols
• @CalyxNetwork
• @ducat_money

💰 Crypto Fundraising
• @worldnetwork (Blockchain) - 49m OTC Purchase
• @defi_raven (Brokerage) - $TBD Strategic
• @jeeves_inc (Payments) - 110m Series C led by @coinfund

💵 Airdrops
• @jumperapp is live on @legiondotcc

🖥 Videos & Podcasts
• @virtualbacon - Quant Up 400%. Which Altcoins Are Next to Rally?
• @Bankless - Bitcoin Broke the Bear Case. What Happens Next?

—
chungdailynote.com ❤️

2026/9/28

Today's Newsletter

📰 News
• Strategy acquired 1,665 BTC
• Strive acquired 1,107 BTC
• Citi teams up with Coinbase on stablecoin payments for institutions
• OpenAI says it has paused training of its latest AI models as reports of AI agents going rogue mount
• Anthropic launched Claude Sonnet 5.5 running over 30% faster than Sonnet 5 at up to 30% lower cost

👍 Good Reads
• @StarPlatinum_ - 12 Buyback Tokens You Should WATCH
• @that1618guy - The Bundle That Makes the Market

🔔 New Protocols
• @UseLocate
• @proto_xyz

💰 Crypto Fundraising
• @limitedgrouphq (Payments) - 11.5m Extended Seed led by @thirdprimevc

💵 Airdrops
-

🖥 Videos & Podcasts
• @jvisserlabs - A Bear Market Inside a Bull Market
• @Cryptocito - It's Time To Check Your Cosmos Wallets

—
chungdailynote.com ❤️

2026/9/28

Today's Newsletter

📰 News
• Strategy acquired 1,665 BTC
• Strive acquired 1,107 BTC
• Citi teams up with Coinbase on stablecoin payments for institutions
• OpenAI says it has paused training of its latest AI models as reports of AI agents going rogue mount
• Anthropic launched Claude Sonnet 5.5 running over 30% faster than Sonnet 5 at up to 30% lower cost

👍 Good Reads
• @StarPlatinum_ - 12 Buyback Tokens You Should WATCH
• @that1618guy - The Bundle That Makes the Market

🔔 New Protocols
• @UseLocate
• @proto_xyz

💰 Crypto Fundraising
• @limitedgrouphq (Payments) - 11.5m Extended Seed led by @thirdprimevc

💵 Airdrops
-

🖥 Videos & Podcasts
• @jvisserlabs - A Bear Market Inside a Bull Market
• @Cryptocito - It's Time To Check Your Cosmos Wallets

—
chungdailynote.com ❤️

2026/9/27

Today's Newsletter

📰 News
• Trump turned down a seven-day Iran ceasefire and reportedly expects strikes to resume post-midterms
• Fed proposes stablecoin issuer framework under the GENIUS Act
• SEC staff FAQs say liquid staking tokens are not securities and buybacks are not managerial efforts
• SEC Commissioner Peirce calls for zero-knowledge proofs to replace data-heavy KYC and AML practices
• Bitget confirms a hack with losses of approximately $350M and claims user funds are safe
• Bitget resumes withdrawals in phases from September 28 with BTC first and everything else by October 2
• CoinMarketCap acquires Coinglass for derivatives data
• OpenSea launches a TCG marketplace aggregator for sports cards Pokémon and One Piece
• A fake GIWA mainnet drained over 766 ETH

👍 Good Reads
• @VitalikButerin - The cryptographic world computer
• @SpencerApplebau - DeFi 2.0
• @Evan_ss6 - The Ceiling Breaks: Six Calls for This Cycle

🔔 New Protocols
• @pulldotfun
• @CormaAI

💰 Crypto Fundraising
• @NGCASH_ (Payments) - 15m Strategic led by @bcap
• @functionspaceHQ (Prediction Markets) - 1.7m Pre-Seed led by @Maven11Capital and @blockwall_vc

💵 Airdrops
-

🖥 Videos & Podcasts
• @theallinpod - Anthropic IPO at Risk, Meta’s Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails
• @Bankless - The Bull Market Is On! Here’s Where the Money Is Going

—
chungdailynote.com ❤️

2026/9/24

Today's Newsletter

📰 News
• US considers a plan to promote dollar-backed stablecoins worldwide
• UK's largest banks complete their first interbank transactions using tokenized deposits
• Ondo and BlackRock partner for tokenized "intelligent portfolios."
• Binance lists Hyperliquid ($HYPE) with Seed Tag
• President Xi calls for the US and China to work together on AI development
• AI data center spending outpaces canals railroads and the electrical grid combined in a historic US economic bet
• New York sues Polymarket for running an illegal gambling operation

👍 Good Reads
• @0xJeff - Beginners Guide to the Bull Cycle of 2026
• @ren_stocks - Forget The Robot. Buy The Gearboxes Inside It

🔔 New Protocols
• @PipelineMarkets
• @tradeonhudi

💰 Crypto Fundraising
• @hifiHQ (Payments) - 37m Series A led by @leftlanecap

💵 Airdrops
• @variational_io plans $VAR TGE in Q4 2026 with a 32% genesis airdrop

🖥 Videos & Podcasts
• @the_defi_report - Why We’re Going Full Risk-On

—
chungdailynote.com ❤️

2026/9/23

Today's Newsletter

📰 News
• NYSE and Blockchain. com to explore selling tokenized versions of US-listed stocks
• Canada's six biggest banks launch a joint tokenized deposits project for 24/7 blockchain payments
• Forward Industries closes a $25M direct offering to buy SOL for its treasury
• OpenAI brings GPT-6 Astra's capabilities to faster cheaper models with Sol and Luna

👍 Good Reads
• @CryptoHayes - Safety First
• @RaoulGMI - Everything Will Be a Token
• @BlackRock - The Machine-Native Economy

🔔 New Protocols
• @hyperlink_xyz
• @DeedEstate

💰 Crypto Fundraising
• @atumhq (Payments) - 13.5m
• @infiniFi (DeFi) - 3m Seed led by @ElectricCapital

💵 Airdrops
• @0xpostrich - @QFEX Farming Strategy

🖥 Videos & Podcasts
• @docXBT - My Highest Conviction Bets For This Crypto Cycle

—
chungdailynote.com ❤️

2026/9/21

Today's Newsletter

📰 News
• Strategy added 950 BTC with holdings now at 846,000
• European Central Bank launches digital euro payments for tokenized interbank transactions
• Hyperliquid surpasses Nasdaq and the London Stock Exchange in market valuation
• Kalshi crypto trading volumes face wash trading allegations
• Coinbase opens IPO access to US retail users

👍 Good Reads
• @gregisenberg - AI-native services: a $100B opportunity
• @KonstantinPilz - How much AI revenue comes from open vs closed models?

🔔 New Protocols
• @Tickr_co
• @MeridianCapDAO
• @UseNosh

💰 Crypto Fundraising
• @PonyGoWeb3 (DeFi) - 2m Strategic investment from @Blockin_VC
• @Travix_fi (Exchange) - $TBD Seed investment from @ambergroup_io

💵 Airdrops
• @PerleLabs airdrop claim

🖥 Videos & Podcasts
• @jvisserlabs - The Market Didn’t Crash, Humanity Didn’t Die — But Crypto Just Broke Out
• @notthreadguy - The Second Crypto Money, the Derive Trade & Why Ethereum Isn't Money

—
chungdailynote.com ❤️

2026/9/17

Today's Newsletter

📰 News
• The Federal Reserve hikes interest rates by 25bps in its first rate hike since July 2023
• Fed expects one more rate hike this year
• SEC approves temporary exemption for limited onchain tokenized stock trading
• US House Committee advances Strategic Bitcoin Reserve bill
• S&P Global to acquire OpenZeppelin

👍 Good Reads
• @reidhoffman - AI for All Americans
• @RohOnChain - How to Use GPT-6 Astra to Build Complex Mathematical Trading Models

🔔 New Protocols
• @fazedotfun
• @derpetual

💰 Crypto Fundraising
• @tarecredit (RWA) - 13.25m Seed led by @bcap

💵 Airdrops
• @playcambria airdrop opt-in is live

🖥 Videos & Podcasts
• @virtualbacon - FED Isn't Done Hiking. Will BTC Finally dip to 70k?

—
chungdailynote.com ❤️

2026/9/15

Today's Newsletter

📰 News
• Republicans reject Democrats' CLARITY Act counter-offer as negotiations remain deadlocked
• US House unveils new crypto tax bill
• DOJ says millions in Iranian oil proceeds were laundered on Binance
• Apple launches Siri AI with personal context and Gemini integration

👍 Good Reads
• @jack - open the frontier
• @jonah_b - The Copycat Trap: Crypto's Lessons for AI

🔔 New Protocols
• @SockMarketIO
• @Starcap_xyz

💰 Crypto Fundraising
• @tZERO (RWA) - $TBD
• @deadstock_app (RWA) - 2.5m Seed led by @Bullish
• @FinloopHK (RWA) - 10m Extended Series A
• @velocityxyz_ (Payments) - 10m Extended Series A
• Fincоm (Payments) - 20m Seed led by @expa

💵 Airdrops
• @opensea dropped a surprise for select traders on OpenSea Mobile
• @jumperapp launched XP Recovery

🖥 Videos & Podcasts
• @theallinpod - Jensen Huang: The Doomer Hoax, Superintelligence is Here, and The Future of AI (ft. President Trump)

—
chungdailynote.com ❤️

2026/9/14

Today's Newsletter

📰 News
• President Trump agrees to new bipartisan ethics provisions in the CLARITY Act
• US Senators release the final draft of the CLARITY Act for a vote on Tuesday
• Strategy repurchased $139M of $STRC
• BitMine Immersion buys another 27,180 ETH
• Robinhood CEO Vlad Tenev says in-kind redemption and voting are coming to Robinhood Stock Tokens

👍 Good Reads
• @thedankoe - You need to be delusional if you want to succeed
• @FourPillarsFP - Why Crypto Businesses All Look the Same Now

🔔 New Protocols
• @underdogdotai
• @TradeOnS1
• @fantadottop

💰 Crypto Fundraising
• @KaikoData (Analytics Platform) - 57m Extended Series B led by @SPGlobal

💵 Airdrops
-

🖥 Videos & Podcasts
• @jvisserlabs - Linear vs. Exponential: AGI Has Arrived But Oil, Bonds and the Fed Oh My

—
chungdailynote.com ❤️

2026/9/13

Today's Newsletter

📰 News
• US CPI 3.4% YoY and core CPI 2.4% YoY. Both in line
• US 30-year yield tops 5.39% for the first time since 2004
• Coinbase says it has a "backup plan" if the CLARITY Act does not pass
• UK Lords back amendment forcing the government to draft a national crypto strategy
• Canada's banking regulator clears banks to launch blockchain deposit products in 2026
• Italy's second-largest bank is exploring crypto custody brokerage and tokenized investments
• Nvidia may invest up to $10B to anchor Anthropic's IPO which could raise $100B at a $2T valuation
• OpenAI CEO Sam Altman said the upcoming IPO is ill-timed and has been delayed until 2027
• Elon Musk backs Anthropic CEO Dario Amodei's call for the AI industry to slow down development
• Trump rejects tech industry calls to slow AI development
• @cursor_ai launches Projects giving AI coding agents persistent memory and scheduled tasks

👍 Good Reads
• @DarioAmodei - We Must Pace the Frontier
• @BinanceResearch - When Stocks Become On-Chain Assets
• @castle_labs - The Evolution of RWA Trading Onchain: Variational Swaps
• @redphone - Welcome to Hotel F*cking California, TradFi

🔔 New Protocols
• @GetCreamApp
• @strattonmrkt
• @yieldgrid
• @PawnHouseLIQ

💰 Crypto Fundraising
• @TINA_GeoDePIN (DePIN) - 3m

💵 Airdrops
-

🖥 Videos & Podcasts
• @0xSteadyLads - Taiki: The Trading Chad
• @theempirepod - Memecoins Are Stress-Testing The Future Of Tokenized Stocks | Weekly Roundup
• @_choppingblock - FOMO Founder Defends Memecoins + AMC vs Robinhood

—
chungdailynote.com ❤️

2026/9/10

Today's Newsletter

📰 News
• US PPI ran hot at 5.4% YoY versus 5.3% expected but core PPI came in soft at 0.2% MoM
• Nasdaq is investing $100M in Kraken parent Payward at a $21B valuation
• @Pumpfun adds stock pairs to its platform
• Multi-factor authentication is now live for all @fomo users

👍 Good Reads
• @Bankless - Fearing Frontier Labs, Longing Inference Markets
• @Evan_ss6 - Have Fun Staying Poor

🔔 New Protocols
• @OrviaSystems
• @BrettonWoodsFDN

💰 Crypto Fundraising
• @RealGoOfficial (GameFi) - 6m Strategic

💵 Airdrops
-

🖥 Videos & Podcasts
• @virtualbacon - The Last Chance to Buy Bitcoin is Coming. Don't Miss It Again.

—
chungdailynote.com ❤️