Chung仲

2026/7/23

Today's Newsletter

📰 News
• Senate updates CLARITY Act to ban presidents and federal officials from issuing or sponsoring crypto
• Trump says he's considering a "massive attack" on Iran
• Strategy, BlackRock, Coinbase and others launch $15M Bitcoin security consortium
• Circle and Kakao sign MOU to explore blockchain payments and digital assets in Korea
• Tesla held all its Bitcoin in Q2 2026
• @KaitoAI has entered a data agreement with X to power various use cases
• BitMEX to shut down on Sept. 23, 2026

👍 Good Reads
• @Matt_Hougan - HYPE, HOOD, And The Next Crypto Bull Market
• @IOSGVC - Casino or Settlement Layer? Robinhood Chain's RWA problem

🔔 New Protocols
• @botfunHQ
• @GrittRobotics

💰 Crypto Fundraising
• @TenorFinance (DeFi) - $TBD Extended Seed led by @variantfund

💵 Airdrops
• @grass stage II USDC rewards

🖥 Videos & Podcasts
• @a16z - Why Physical AI Is the Next Frontier
• @therollupco - Salman Banaei: Why CLARITY Is More Likely To Pass Than You May Think (Insider Scoop)

—
chungdailynote.com ❤️

2026/7/22

Today's Newsletter

📰 News
• White House urges Democrats to accept Trump CLARITY Act ethics deal
• Movement Labs files for Chapter 11 bankruptcy
• Apple plans Mac overhaul to ride the AI boom
• OpenAI says its AI hacked Hugging Face to cheat in a test

👍 Good Reads
• @cchungccc - Chung Research Note #8 - robotics moat
• @FTDA_US - Agentic AI—The Killer Use Case for Blockchain and Crypto

🔔 New Protocols
• @machinedotfun
• @GEMINT

💰 Crypto Fundraising
-

💵 Airdrops
-

🖥 Videos & Podcasts
• @_choppingblock - Live with Patrick Witt: The CLARITY Act and Beyond
• @virtualbacon - Why Bitcoin Is the Best Investment of All Assets Right Now

—
chungdailynote.com ❤️

2026/7/21

Today's Newsletter

📰 News
• Strategy says its Bitcoin reserve could fund dividends for 31 years
• Russia passes crypto legal framework
• UK lawmakers launch crypto banking inquiry
• Google launches three new Gemini AI models

👍 Good Reads
• @blknoiz06 - The $ANSEM Thesis
• @blocmates - How To Use Hermes Agent to 10x Your Business

🔔 New Protocols
• @Sequent_Inc
• @Hyperium_RH

💰 Crypto Fundraising
• @augustus_bank (Payments) - 180m Series B led by Tiger Global
• Cordant (Infrastructure) - 8m Seed led by @oakhcft and Motive Partners

💵 Airdrops
-

🖥 Videos & Podcasts
• @MadSocietyTV - MAD Society | S1 Crypto Investors
• @Bankless - Crypto Is Running Out of Reasons to Go Lower

—
chungdailynote.com ❤️

2026/7/20

Today's Newsletter

📰 News
• Cobie to lead Base app as Jesse Pollak shifts focus to trading, stablecoins, and AI
• FTX to distribute $900M to creditors on July 31
• Xi positions China as the leader of a new global AI order
• DeepSeek eyes an IPO as early as this year

👍 Good Reads
• @saylor - 110 Reasons BIP 110 Is a Bad Idea
• @zhang_benita - A Conversation with Yang Zhilin of Kimi: Advancing Toward the Endless, Unknown Snow Mountains

🔔 New Protocols
• @tier_xyz
• @holidayrobots

💰 Crypto Fundraising
• @velocityxyz_ (Payments) - 38m Series A led by @dragonfly_xyz @FirstMarkCap
• @glacislabs (Interoperability) - 6.8m Extended Seed led by @FactionVC
• @cryptocom (Exchange) - 400m Strategic investment from @citsecurities
• @ILITY_xyz (Blockchain) - 1m Strategic
• @trasiaxyz (Exchange) - 1.75m Seed investment from @multicoin
• @pascaldottrade (Prediction Markets) - 9m (Total 15m) Series A led by @usv
• @AlpacaHQ (Brokerage) - 135m Series E led by @peakxvpartners
• @ADIChain_ (Blockchain) - 50m Strategic
• @Cyclops_inc (Payments) - 20m Series A led by @NavaVentures
• @pact_labs (RWA) - 7m Series A led by @tether
• @AXONFinance_xyz (AI) - 2m Strategic led by @Infiniteall_ai

💵 Airdrops
• @grvt_io TGE postponed to July 30

🖥 Videos & Podcasts
• @theallinpod - Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
• @jvisserlabs - AI’s Speed Crash: The Structural Bull Market Isn’t Over

—
chungdailynote.com ❤️

2026/7/12

Today's Newsletter

📰 News
• Iran says the Strait of Hormuz is closed until "stability is restored"
• Saylor signals more Bitcoin buys incoming
• @Circle wins OCC approval for a national trust bank charter, putting USDC under federal oversight for the first time
• @Polymarket files to offer margin trading in the US
• OpenAI launches ChatGPT Work, an AI agent powered by Codex and GPT-5.6 that works across your apps and files and turns a goal into finished work
• OpenAI and Google reportedly sold AI models to blacklisted Chinese firms
• Apple sues OpenAI over alleged trade secret theft

👍 Good Reads
• @bingxu_ - The Great Wave Has Arrived (from GLM CEO Jie Tang)
• @tradeguru - Don't hate the player, hate the game

🔔 New Protocols
• @sizedotclub
• @raintrade

💰 Crypto Fundraising
• @gauntlet_xyz (DeFi) - 125m Series C investment from @sbigroup
• @elliptic (Compliance) - $TBD Strategic investment from @circle_ventures

💵 Airdrops
• @grvt_io airdrop registration
• @JupiterExchange ASR Q2 claim

🖥 Videos & Podcasts
• @theallinpod - OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
• @APompliano - Has Bitcoin Hit The Bottom?

—
chungdailynote.com ❤️

2026/7/9

Today's Newsletter

📰 News
• Fed says a few officials back raising interest rates
• Sony Bank wins OCC approval to issue a dollar-backed stablecoin in the US
• Russia's Alfa Bank plans to offer crypto services and become a digital depository
• 10% of fees from Robinhood chain and other Arbitrum L2s go to Arbitrum ecosystem
• Beijing weighs tighter control over its domestic AI labs
• Meta to start making its own AI chip, Iris, in September

👍 Good Reads
• @GuarEmperor - B20 Base
• @insights4vc @rebeccakaden - Data At The Edge

🔔 New Protocols
• @trasiaxyz
• @loadoutprotocol

💰 Crypto Fundraising
• @PrimeIntellect (AI) - 130m Series A led by @radicalvcfund

💵 Airdrops
• @hibachi_xyz Open is live on Arbital, 7 days to climb for up to $8,000 in prizes with a 50% point boost on all pairs

🖥 Videos & Podcasts
• @notthreadguy - MARKET OPEN: Memory stocks are back. ChatGPT bottomed the market. Robinhood chain & Crypto.
• @ycombinator - Solving the Blank Canvas Problem: Gusto's AI Co-Founder

—
chungdailynote.com ❤️

2026/7/8

Today's Newsletter

📰 News
• U.S. military strikes 80 targets across Iran, including air defenses, radar systems, missiles, and IRGC boats
• Robinhood CEO says its crypto blockchain is "great for memes"
• Paradigm raises $1.2B fund to invest in AI
• Kraken seeks a banking license in Europe
• Trump administration lifts restrictions on OpenAI's GPT-5.6
• China expected to produce 100K+ humanoid robots this year

👍 Good Reads
• @milesdeutscher - How To Invest In Robotics (Full Guide)
• @Melt_Dem - The World as Model

🔔 New Protocols
• @ArrowFinanceio
• @tacitfi

💰 Crypto Fundraising
• @KorProtocol (Social) - 100m Series A

💵 Airdrops
-

🖥 Videos & Podcasts
• @Jesseeckel - The Setup For Crypto Is Quietly Changing
• @AtomsNotBits - @GoingBallistic5 Interview

—
chungdailynote.com ❤️

2026/7/7

Today's Newsletter

📰 News
• White House says it's working to structure the U.S. Strategic Bitcoin Reserve and crypto stockpile
• BonkDAO treasury drained of $20M via an unnoticed governance proposal
• Meta to launch its first AI image generation model, Muse
• China considers restricting overseas access to advanced AI models

👍 Good Reads
• @NikoMcCarty - A Reading Guide to Chinese Biotech
• @thejessezhang - Everyone is wrong about open source AI in the enterprise

🔔 New Protocols
• @usewisp_io
• @layerv_official

💰 Crypto Fundraising
• @markets_edx (Exchange) - 76m Series C led by @SBI_DAH
• @m1xglobal (RWA) - 5.5m Seed led by @paradigm
• @MercadoBitcoin (Exchange) - 20m Strategic investment from @tether

💵 Airdrops
-

🖥 Videos & Podcasts
• @jvisserlabs - Momentum Is Crashing, Bitcoin Is Bottoming, AI Agents Are Rising
• @Cryptocito - Bitcoin Crash: The Forced Sellers Behind the Sell-Off (VanEck) | Double Down

—
chungdailynote.com ❤️

2026/7/6

Today's Newsletter

📰 News
• Strategy's Bitcoin holdings drop by 3,588 BTC to 843,775 BTC
• Tom Lee's BitMine buys 42,197 ETH worth $73M
• Ripple secures MiCA license, enabling crypto services across all 30 EEA countries
• Russia’s Largest Bank Sberbank plans to launch a crypto wallet by December
• Leaked Anthropic docs reveal plans for 1.4GW of AI capacity in Australia

👍 Good Reads
• @jonrussell - Robotics startups are emerging from Southeast Asia, with Singapore at the centre
• @TacticzH - A Beginner's Guide to Physical AI

🔔 New Protocols
• @obsessedapp
• @Shillz_Official

💰 Crypto Fundraising
-

💵 Airdrops
• @mztacat warn to withdraw funds from @cascade_xyz amid exit rumors and lack of team activity

🖥 Videos & Podcasts
• @theallinpod - AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
• @_choppingblock - 140 Companies Just Declared War on Circle

—
chungdailynote.com ❤️

2026/7/5

Today's Newsletter

📰 News
• SEC Chair Atkins says the agency is modernizing rules to bring U.S. markets onchain
• @saylor hints at another Bitcoin buy
• Amazon to launch satellite internet service to rival SpaceX Starlink
• Revolut to delist USDT for 50M users by Aug 31

👍 Good Reads
• @thedankoe - The most profitable skill of the 21st century (not AI)
• @StockSavvyShay - 10 Ways to Play Robotics in 2026

🔔 New Protocols
• @trylastpack
• @mirendil

💰 Crypto Fundraising
• @IonicDigital (Mining and Compute) - 400m led by Attestor, Sachem Head Capital Management, and Oaktree Capital Management
• @extendedapp (DeFi) - 12.5m Strategic led by @eToro
• @Thea_AI (AI) - 8m Strategic led by @TheSpartanGroup @hack_vc @Maven11Capital @manifoldtrading @fisher8cap

💵 Airdrops
• @grvt_io TGE set for July 21

🖥 Videos & Podcasts
• @theempirepod - What’s Circle’s End Game, Robinhood Launches A Chain & Venice Raises $65M
• @Bankless - The Biggest Crypto Week in Months

—
chungdailynote.com ❤️

2026/7/2 🇪🇸

Today's Newsletter

📰 News
• U.S. June jobs miss expectations as payroll growth slows and prior months are revised lower
• Markets now expect the Fed to raise rates this year
• Metaplanet buys 2,823 Bitcoin
• Forward Industries adds 500K+ SOL
• Binance Stock Trading surpasses $1B in AUM within 30 days of launch
• Standard Chartered and Circle launch integrated USDC minting and redemption
• @RobinhoodApp Chain mainnet is live
• OpenAI proposes a 5% stake for the U.S. government
• Anthropic in talks with Samsung on custom AI chips
• Drift rebrands to Velocity ahead of its relaunch and upcoming private beta

👍 Good Reads
• @milesdeutscher - How to Use Claude Fable 5 Without Going Bankrupt
• @WazzCrypto - Looks like everyone's getting turned on by robotics

🔔 New Protocols
• @LambdaRobo
• @WaterX_app

💰 Crypto Fundraising
• @arcus_xyz (Exchange) - $TBD Strategic investment from @RobinhoodApp

💵 Airdrops
• @grass stage 2 checker

🖥 Videos & Podcasts
• @KevinWSHPod - This Crypto Strategy Is So Simple You Won't Believe It Makes Money - Haseeb Qureshi | E177
• @therollupco - Saylor Still In Trouble?! What Next? LIT & HYPE Leading! VirtualBacon, Metamask & Veda Join

—
chungdailynote.com ❤️

2026/7/1 🏴󠁧󠁢󠁥󠁮󠁧󠁿

Today's Newsletter

📰 News
• Trump discloses over $100M in crypto holdings, including Bitcoin and Ethereum
• Trump reports $635M in royalties from meme coin and NFT licensing deals
• JD Vance discloses over $250K in Bitcoin holdings
• UAE’s Goldman Lampe Private Bank buys $137M in Bitcoin
• U.S. lifts export controls on Claude Fable 5 and Mythos 5
• Taiwan passes law establishing a crypto regulatory framework
• OKX launches AI marketplace for agents to work, hire, and earn onchain
• @OrnnExchange launches compute forward curves for Nvidia H100, H200, and B200 GPUs

👍 Good Reads
• @jords - Counterfeit Congregation
• @frontrunvc - robotics VC funding just hit a record. here are 10 companies to know

🔔 New Protocols
• @EQ_market
• @benchdotmarkets

💰 Crypto Fundraising
• @AskVenice (AI) - 65m Series A led by @dragonfly_xyz

💵 Airdrops
-

🖥 Videos & Podcasts
• @SALTConference - Crypto's Best Days Are Still Ahead, Says Fundstrat's Tom Lee
• @monad - The Co-Founder of Ethereum Meets the Co-Founder of Monad | Joe Lubin x Keone Hon

—
chungdailynote.com ❤️

2026/6/30 🇳🇴

Today's Newsletter

📰 News
• UK unveils crypto rules and eases capital requirements for stablecoin issuers
• Visa, Stripe, Mastercard, BlackRock, Coinbase, and others to launch OUSD stablecoin
• OpenAI cuts inference costs by 50%+, requiring fewer Nvidia chips

👍 Good Reads
• @coingecko - TradFi on Crypto Exchanges Report 2026
• @lacey_wisdom - Robotics — The new arms race?

🔔 New Protocols
• @tryoddsfun
• @clawpumptech

💰 Crypto Fundraising
-

💵 Airdrops
• @hi_vecna - 25+ Airdrops That Could Print in 2026

🖥 Videos & Podcasts
• @virtualbacon - Saylor Plans to sell $1.25B of Bitcoin. Good or Bad for BTC?
• @jvisserlabs - Hyperscalers Are Collapsing. Is the AI "Bubble" Crashing or Consolidating?

—
chungdailynote.com ❤️

2026/6/29 🇧🇷

Today's Newsletter

📰 News
• U.S. and Iran agree to cease attacks, Qatar talks set for Tuesday
• Tom Lee's BitMine buys 27,084 ETH worth $43m

👍 Good Reads
• @JacklouisP - What Makes a Robotics Business Economically Viable
• @VitalikButerin - Obfuscation: building the final boss of cryptography (Part I)

🔔 New Protocols
• @memeticmachines
• @PlayWLS

💰 Crypto Fundraising
• @techdollarhq (RWA) - 3m Pre-Seed led by @nolimithodl

💵 Airdrops
-

🖥 Videos & Podcasts
• @josephwang - Markets Weekly June 27, 2026
• @theallinpod - Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

—
Crypto, TCG & AI insights → chungdailynote.com ❤️

2026/6/25

Today's Newsletter

📰 News
• SBI Holdings acquires Japanese crypto exchange Bitbank for $288.6M
• Uniswap launches a no-code token auction tool

👍 Good Reads
• @Delphi_Digital - A Framework For Crypto Neobanks
• @0xSammy - The AI Inference Market: A Global Strategy Game

🔔 New Protocols
• @river_markets
• @magicfingersgg

💰 Crypto Fundraising
• @Polysights (Analytics Platform) - 1.5m Pre-Seed led by @yzilabs
• @ground_onchain (Infrastructure) - 3.6m Pre-Seed led by @paraficapital @BainCapCrypto
• @CambrianNetwork (Infrastructure) - 6m Seed (Total 11.9m) led by @polychain
• @Daya_HQ (Payments) - 2.4m Pre-Seed led by @HivemindCap

💵 Airdrops
-

🖥 Videos & Podcasts
• @KevinWSHPod - Why I Moved 100% of My Net Worth Into Bitcoin - Eric Larchevêque, Ledger Cofounder | E176
• @Bankless - Arthur Hayes: The AI Crash That Could Send Bitcoin to $1M

—
Crypto, TCG & AI insights → chungdailynote.com ❤️

2026/6/24

Today's Newsletter

📰 News
• Senate may release crypto tax legislation as early as fall 2026
• US Senate passes bill banning a Fed-issued CBDC until 2030
• MicroStrategy falls below $100 for the first time in over two years
• Meta reportedly develops Arena prediction market app

👍 Good Reads
• @MaelstromFund - $CARDS: Crypto’s Next Breakout Success
• @DWFVentures - Tokenization: Who Actually Captures Value?

🔔 New Protocols
• @TryCardorable
• @DohmFinance

💰 Crypto Fundraising
• @OrnnExchange (DePIN) - 33m Seed led by @a16zcrypto

💵 Airdrops
• @CapApp goes live on June 26

🖥 Videos & Podcasts
• @KillaXBT - Bitcoin: We Are Entering the Bottoming Phase
• @virtualbacon - The Iran Peace Deal Sent Stocks Ripping. Why Not Bitcoin?

—
Crypto, TCG & AI insights → chungdailynote.com ❤️

2026/6/23

Today's Newsletter

📰 News
• Congress sets Clarity Act hearing for July 17
• Five former Ethereum Foundation researchers launch Ethlabs with backing from SharpLink, Bitmine, and Joe Lubin
• Ripple gets preliminary MiCA approval in Europe
• Trump orders federal agencies to adopt post-quantum cryptography by 2031

👍 Good Reads
• @thedankoe - How to survive AI mass replacement (& escape wage slavery)
• @168X_Fortune - @nft_hu AI Next-Phase Stock Picks

🔔 New Protocols
• @impeccable_ai
• @pascaldottrade

💰 Crypto Fundraising
• @AlliumLabs (Analytics Platform) - 40m Series B led by @AmplifyPartners
• @ant_fun_trade (Exchange) - 5m Strategic led by @mhventures @zerraventure @ZualaCapital @X21_Digital @BeckerVentures
• @TurboFlow_xyz (Exchange) - 6m Seed led by @PanteraCapital

💵 Airdrops
• @vooi_io full airdrop claim

🖥 Videos & Podcasts
• @blknoiz06 - Trading Strategies, Positions & Market Outlook
• @Jesseeckel - My Crypto AI Portfolio (What I’m Buying NOW)

—
Crypto, TCG & AI insights → chungdailynote.com ❤️

2026/6/22

Today's Newsletter

📰 News
• Strategy adds $300M to its reserve and buys another 520 BTC
• Bitmine buys another 52,203 ETH
• ICE partners with OKX to explore tokenized markets

👍 Good Reads
• @junfanzhu98 - Robotics World Models #154: Causal World Models with Biwei Huang
• @yuan_han_li - The Art of Arbitrage

🔔 New Protocols
• @tcgterminalx

💰 Crypto Fundraising
• @fomo (Exchange) - 75m Series B led by @IndexVentures

💵 Airdrops
• @Arcium airdrop claim

🖥 Videos & Podcasts
• @theempirepod - Anthropic's Fable Banned, Will Microstrategy Blow Up & Structuring A Portfolio in 2026
• @Bankless - Bitcoin Has a New Problem

—
Crypto, TCG & AI insights → chungdailynote.com ❤️

2026/6/21

Today's Newsletter

📰 News
• Japan's National Business Corporate Pension Fund to invest 1% of assets in crypto
• Michael Saylor hints at another Bitcoin buy
• Franklin Templeton files ETFs that convert stock dividends into Bitcoin
• Michael Kong, Andre Cronje, and David Richardson step down from Sonic Labs' board

👍 Good Reads
• @Plus_Ultra_715 - Can We Really Collateralize TCG?
• @ethermage - Liquid Machine Labor, where robotics x crypto x ai x makes sense

🔔 New Protocols
• @renaiss_index
• @Daya_HQ

💰 Crypto Fundraising
• @sovra_money (Payments) - 2m Pre-Seed led by @PharsalusCap

💵 Airdrops
• $ENA rewards for @etherealdex traders

🖥 Videos & Podcasts
• @theallinpod - World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
• @coinage_media - Why Bringing Private Credit Onchain Makes It Better: Cap Founder Benjamin Sarquis Peillard

—
Crypto, TCG & AI insights → chungdailynote.com ❤️

2026/6/18

Today's Newsletter

📰 News
• U.S. military officially lifts the Strait of Hormuz blockade
• $STRC hits an ATL of $82.53
• Tether sunsets aUSDT and Alloy, offering redemption until Sept. 17
• @KaitoAI expands beyond crypto, bringing its influence and reputation system to stocks, AI, and more

👍 Good Reads
• @KobeissiLetter - Key takeaways from Fed Chair Warsh's remarks
• @AlokVasudev - The L1 Blockchain <> AI Lab Comparison

🔔 New Protocols
• @Heistedxyz
• @monetrix_xyz

💰 Crypto Fundraising
• @renaissxyz (DeFi) - 1.5m Seed led by @yzilabs
• @range_org (Compliance) - 8.3m Series A led by @Maven11Capital @tx_group
• @conkarta (Payments) - 140m Series A led by @galaxyhq
• @re (RWA) - $TBD strategic investment from @cbventures

💵 Airdrops
• @re airdrop claim

🖥 Videos & Podcasts
• @virtualbacon - LIVE: New Fed Chair Warsh's First FOMC. How will it Impact Markets?

—
Crypto, TCG & AI insights → chungdailynote.com ❤️