Chung仲

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 ❤️

2026/9/22

Today's Newsletter

📰 News
• BitMine bought 27,562 ETH last week
• Strive added 1,355 BTC for $107.7M with holdings now at 26,355
• CME to launch Bitcoin Cash and Uniswap futures
• Binance invests $100M in Circle equity
• X adds live stock and crypto prices to the feed via cashtags
• @SpaceXAI launches Grok 4.7 for coding and knowledge work
• Anthropic launches Claude Opus 5.5 at 40% lower cost

👍 Good Reads
• @Delphi_Digital - The Emerging Onchain Equity Market
• @0xNairolf - An explanation of @prlnet, in (very) simple terms.

🔔 New Protocols
• @trophy_xyz
• @lightlending

💰 Crypto Fundraising
• @0xinfini (Payments) - 6m Seed
• @XStableRWA (Exchange) - $TBD
• @catchback_cards (Exchange) - 8m Seed led by @FoundationCap

💵 Airdrops
• @jumperapp announced its token $JUMP

🖥 Videos & Podcasts
• @virtualbacon - Bitcoin Broke Out. $90,000 Next Or $78,000 First?

—
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 ❤️

2026/9/20

Today's Newsletter

📰 News
• CFTC files new rulemaking to regulate crypto transactions and markets
• Saudi Arabia exits Chinese-led digital currency project built to cut dollar dependence
• Binance launches 24/7 FX perpetual futures with up to 100x leverage
• US sanctions crypto exchange BitBank for supporting the Iranian government
• President Trump announces the creation of an "AI Force" and says AI could make up 25% of US GDP
• Anthropic shifts planned IPO to November
• Google's Gemini AI agent hacks three companies

👍 Good Reads
• @citrini - Robotics Tipping Point: A Citrini Field Trip
• @Goldchau_eth - AI moves fast. Organizations move slow

🔔 New Protocols
• @snarklist
• @fablesfi

💰 Crypto Fundraising
• @dtcpay_official (Payments) - 15m Extended Series A
• @tenkafinance (RWA) - 2m Pre-Seed led by @Maven11Capital

💵 Airdrops
• @dawninternet bytes rewards program

🖥 Videos & Podcasts
• @_choppingblock - CLARITY Dies, LAPTOP Rugs, & the AI Pause
• @theempirepod - CLARITY Failed, Many Stablecoins Debate, Circle Launches Arc & Meta's AI Edge | Weekly Roundup
• @Bankless - Crypto Just Passed Another Major Test

—
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 ❤️

2026/9/8

Today's Newsletter

📰 News
• @fourdotmemezh launched 4Stock on BNB Chain with each token backed 1:1 by the underlying stock
• Robinhood strikes deal with Cryptocom in latest prediction markets push

👍 Good Reads
• @apexin_ai - What Happens When AI Starts Improving AI?
• @blocmates - 5 Onchain Experiments Bringing Crypto Back to Life

🔔 New Protocols
• @crumbsfamily
• @Laptoptoken
• @actfunxyz

💰 Crypto Fundraising
• @Antarctic_Ex (Exchange) - 7m Seed

💵 Airdrops
• @world_xyz has a $319M airdrop coming for Solana users

🖥 Videos & Podcasts
• @KillaXBT - Bitcoin: The Bottom is in.

—
chungdailynote.com ❤️

2026/9/7

Today's Newsletter

📰 News
• Hunter Biden is launching the $LAPTOP meme coin on Base on September 9
• Ethereum to let users pay transaction fees with stablecoins instead of ETH in 2027
• White hat drains 4,000 BTC worth $320M from Liquid Network

👍 Good Reads
• @JW100x - Meme leaders are emerging in Robinhood stock tokens
• @gpugene - Let's Talk About Buying Compute

🔔 New Protocols
• @Perpshood
• @umbrellacap_
• @Fliptfun

💰 Crypto Fundraising
• @somosplenti (Payments) - 3m Seed led by @tether

💵 Airdrops
-

🖥 Videos & Podcasts
• @theempirepod - Robinhood Is Proving Distribution Captures Crypto’s Value | Weekly Roundup

—
chungdailynote.com ❤️

2026/9/6

Today's Newsletter

📰 News
• Major US law enforcement group NSA no longer opposes the CLARITY Act
• Trump threatens to halt trade with deficit countries unless rates are lowered
• @Polymarket perps is live
• OpenAI releases GPT-6 Astra
• Anthropic expected to file its IPO prospectus in late September

👍 Good Reads
• @a16zcrypto - When throughput is not enough: What financial markets need from blockchains
• @CryptoHayes - Atención
• @jiamigou - Robinhood Chain Memecoin Guide

🔔 New Protocols
• @sizeitxyz
• @PrismNetworkxyz

💰 Crypto Fundraising
• @OpenReserveBank (Payments) - 25m Seed led by @a16zcrypto
• @ParlayXOfficial (Infrastructure) - 1.25m Pre-Seed led by Dreamcraft Ventures
• @polarisfnd (DeFi) - 1m Angel
• @DiameterPay (Payments) - 10m Series A led by @CMT_Digital and @FactionVC

💵 Airdrops
-

🖥 Videos & Podcasts
• @theallinpod - GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
• @jvisserlabs - The Bond Market “Crash” Is a Trap — AI Agents Are About to Ignite Crypto
• @Bankless - Robinhood’s Crypto Meme Economy Is Exploding

—
chungdailynote.com ❤️

2026/9/3

Today's Newsletter

📰 News
• SEC Chairman Atkins calls the Regulation Crypto Assets proposal the SEC's most historic step yet
• Standard Chartered launches institutional spot crypto trading in the UAE

👍 Good Reads
• @Cbb0fe - How We Made $10M+ Running an Equity Perps Arbitrage Bot
• @blockhiro - Decentralized AI should be invisible

🔔 New Protocols
• @PareStocks
• @Semivaultxyz

💰 Crypto Fundraising
• @1096361BTC (Meme) - 8m Strategic

💵 Airdrops
• @Titan_Exchange new badge

🖥 Videos & Podcasts
• @the_defi_report - Bitcoin May Have Already Hit Its Cycle Low

—
chungdailynote.com ❤️

2026/9/2

Today's Newsletter

📰 News
• SEC seeks to update its 1970s-era transfer agent rules for the blockchain age
• SEC Chair Paul Atkins expects the Crypto Clarity Act to pass this month
• G20 to develop a "clear" regulatory framework for crypto
• Robinhood Wallet and Fomo allow credit card memecoin purchases while bypassing card network restrictions
• Hyperliquid Strategies (PURR) lifts share-sale facility from $1B to $2.5B for HYPE buys
• Anthropic launches Fable 5.1 and Mythos 5

👍 Good Reads
• @wintermute_t @Jjay_dm - RWAs: The next liquidity channel
• @philipkiely - The Efficient Frontier of LLM Inference

🔔 New Protocols
• @getrenapp
• @orbiodotso

💰 Crypto Fundraising
• @aigaealabs (AI) - 3.6m Strategic

💵 Airdrops
-

🖥 Videos & Podcasts
• @milesdeutscher - How I Use AI To Find Altcoins Before They Pump (full guide)

—
chungdailynote.com ❤️