Chung Daily Note📒

2026/8/26 Today's Newsletter 📰 News • SEC prepares crypto custody rule overhaul for investment advisers and funds • JPMorgan is evaluating launching its own stablecoin • Japan to launch blockchain-based system for instant settlement of stocks and government bonds • Hyperliquid activates AQAv2 to buy back and burn HYPE using USDC reserve yield 👍 Good Reads • @yzilabs - Meet the EASY Residency Season 4 Cohort • @chamath - Deep Dive: The Next Trillion-Dollar Futures Market 🔔 New Protocols • @itomarkets • @deadstock_app 💰 Crypto Fundraising • @Ask_ORO (AI) - 3m Strategic led by @mhventures and @Maple_block • @HivemindCap (RWA) - 17m Strategic led by @mandgplc 💵 Airdrops • @flop_labs $FLOP tokenomics 🖥 Videos & Podcasts • @flowstate_live - LIVE with Insomniac and 0xLeo: First Stream, Markets, and What We're Trading — chungdailynote.com ❤️

2026/8/25 Today's Newsletter 📰 News • Grayscale debuts the first Zcash ETF as the privacy coin surges • Coinbase tokenized stocks are live on Base, trading 24/7 and backed 1:1 by shares in a regulated trust 👍 Good Reads • @TheZvi - AI Text Watermarking Is Free And Good • @nic_carter - A Second and Final Eulogy for Bitcoin Maximalism 🔔 New Protocols • @flynetchain • @downto_finance 💰 Crypto Fundraising • @entropyIO (Exchange) - 14m lead by @RibbitCapital 💵 Airdrops • @entropyIO raised $14M led by Ribbit Capital, launching Anthropic exposure on Hyperliquid (referral code: cchungccc) 🖥 Videos & Podcasts • @notthreadguy - MARKET OPEN: BITCOIN BREAKS $80K, NVDA Earnings TOMORROW, Anthropic is in TROUBLE — chungdailynote.com ❤️

2026/8/24 Today's Newsletter 📰 News • Vivek Ramaswamy's Strive buys 1,100 Bitcoin worth $85M • Strategy bought no Bitcoin last week, sold $2B of MSTR shares, and set up a new $1.59B USD Cash pool for flexible liquidity • Tom Lee's BitMine added another 32,447 ETH last week • CleanCore exits its Dogecoin treasury strategy with a $33.4M DOGE sale to fund an AI pivot 👍 Good Reads • @RayDalio - How Countries Go Broke: The Dynamic Behind What is Happening Now • @jswihart - Genius Loci. A Zcash update. 🔔 New Protocols • @creatorcapitalx • @roboticomarket 💰 Crypto Fundraising • @Hertzflow_xyz (Exchange) - $TBD Angel 💵 Airdrops • @RialoHQ points program 🖥 Videos & Podcasts • @jvisserlabs - The AI Crypto Macro Nexus Point: Why Bitcoin Matters to Investors — chungdailynote.com ❤️

2026/8/23 Today's Newsletter 📰 News • Nomura-backed Laser Digital Japan becomes Japan's first new crypto exchange in four years • Justin Sun wins court ruling to keep his lawsuit against World Liberty Financial public • Anthropic's bankers have discussed an IPO raising over $100B at a $2T valuation 👍 Good Reads • @VitalikButerin - Obfuscation (Part III): Local Mixing • @RyanWatkins_ - SOL is About to Make Big Comeback 🔔 New Protocols • @hone • @fomoscansh 💰 Crypto Fundraising • @BeldexCoin (Privacy) - 8m led by @Sigma_VC 💵 Airdrops • @TermMaxFi airdrop checker 🖥 Videos & Podcasts • @theallinpod - Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up • @Bankless - Crypto Just Got the Catalyst It Was Waiting For — chungdailynote.com ❤️

2026/8/20 Today's Newsletter 📰 News • President Trump says the US is considering buying "sizable" amounts of Bitcoin and other cryptocurrencies • CFTC considers rules that could let crypto exchanges offer leverage and margin trading • BlackRock leads $517M Bitcoin ETF inflows as Ether funds add $189M • Trump opens door to Hyperliquid as US pulls crypto trading onshore • $45B of $SPCX shares unlock tomorrow and become tradable 👍 Good Reads • @0xsmac - A Trillion Times Larger • @kepano - Many ways to win 🔔 New Protocols • @longbowlend • @thebunkerhood 💰 Crypto Fundraising • @NeoSoulAI (AI) - 11m Pre-Series A • @ConcreteXYZ (DeFi) - $TBD Strategic investment from @polychain 💵 Airdrops • @alignedlayer airdrop checker 🖥 Videos & Podcasts • @the_defi_report - Nvidia’s $500B AI Bet Is Starting to Look Familiar — chungdailynote.com ❤️

2026/8/19 Today's Newsletter 📰 News • SEC proposes new rules to create a clear regulatory framework for crypto • US banking regulator OCC says it will establish a "regulatory framework" for stablecoin issuers • Bitcoincom wallet users now have access to USDU, the UAE's first CBUAE-registered USD stablecoin 👍 Good Reads • @Shoalresearch - The Data Layer of Physical AI and Robotics • @arkham - Arkham’s Guide to Smart Contract Hacks 🔔 New Protocols • @TheCardWall • @standard_rsv 💰 Crypto Fundraising - 💵 Airdrops • @KaitoAI @axisrobotics creator airdrop 🖥 Videos & Podcasts • @notthreadguy - MARKET OPEN: Unitree IPO, GTA VI LEAKS, Moderna CURING CANCER?? — chungdailynote.com ❤️

2026/8/18 Today's Newsletter 📰 News • White House to host Crypto Summit tomorrow • Citi to launch Bitcoin custody for institutional clients • Nasdaq to launch overnight stock trading from 9PM to 4AM ET in December • Visa, Mastercard, Circle, and Solana join Rain's new Agentic Payments Alliance to set standards for AI-driven commerce • @KaitoAI new Pulse extension pulls Polymarket and Hyperliquid positions into the X timeline, plus a verified attention score called Aura 👍 Good Reads • @intern - How to think about the robotics market • @tarunchitra - Caching Cheaters on OpenRouter 🔔 New Protocols • @BackpackOnchain • @flop_labs 💰 Crypto Fundraising • @twynexyz (DeFi) - 2.5m Seed co-led by @cyberfund and @etherealvc 💵 Airdrops • @multiplifi airdrop & presale 🖥 Videos & Podcasts • @theempirepod - Uniswap Is Building The Liquidity Network For Everything | Hayden Adams — chungdailynote.com ❤️

2026/8/17 Today's Newsletter 📰 News • US and Iran reportedly agree to extend the 60-day ceasefire expiring today • Bessent says the Treasury is "moving quickly" on the GENIUS Act stablecoin framework • Strategy sold 3.46M MSTR shares for $333.7M last week but neither bought nor sold any Bitcoin • BitMine added 9,926 ETH last week, bringing holdings to 5.82M • Stripe agrees to acquire AI firm OpenRouter in a deal valued at over $7B 👍 Good Reads • @JensenHuang - Securing the Infrastructure of Intelligence • @kristaletz - Grok Bot for GTM 🔔 New Protocols • @deepstatesh • @stockripx 💰 Crypto Fundraising - 💵 Airdrops • @GenLayer Points Claim 🖥 Videos & Podcasts • @jvisserlabs - Venture Mandates, Cloudflare Wallets, Circle Earnings & Saddam Hussein Patek Philippe — chungdailynote.com ❤️

2026/8/16 Today's Newsletter 📰 News • The SEC canceled Friday's Regulation Crypto meeting • Trump family's World Liberty Financial gets preliminary OCC nod for a bank charter • Norway's sovereign wealth fund hit a record 11,549 BTC in indirect Bitcoin exposure (~$725M) in H1 2026, up 21.2% • JPMorgan Ended Its Banking Relationship With Polymarket Last Year Over Regulatory Concerns • Tether completes largest first-ever financial audit • @yzilabs opens applications for EASY Residency Season 5, a 10-week Thailand accelerator for AI and crypto startups • @Binance blocks transactions with 16 platforms including HTX and EXMO from August 23 • US government urges Apple to stop buying memory chips from China 👍 Good Reads • @cchungccc - Chung Research Note #10 - Taste is liquidity in TCG • @Flowslikeosmo - THE LIST: 72 Crypto Research, Analytics, Trading, and Onchain Investigation Tools Worth Using • @EricNewcomer - Prediction Markets Are a Bad Bet 🔔 New Protocols • @vimenprotocol • @realProdigyCorp 💰 Crypto Fundraising • @blox_malaysia (Payments) - 1m Seed 💵 Airdrops - 🖥 Videos & Podcasts • @theallinpod - Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback • @_choppingblock - threadguy on Crypto's Social Trading War — chungdailynote.com ❤️

Chung Research Note #10 - Taste is liquidity in TCG Everyone can tell you what condition a card's in and how many exist. Nobody can tell you if people still want it. That part's taste, and taste is the whole ballgame, because it decides if there's a second buyer. No second buyer, no liquidity, no matter what the number says. Ihttps://x.com/cchungccc/status/2088308188211003581

2026/8/12 Today's Newsletter 📰 News • Traders no longer fully price in a Fed rate hike this year • US July PPI came in cooler than expected: flat M/M, +4.7% Y/Y, core +0.2% M/M • Switzerland's largest bank UBS increased spot Bitcoin ETF holdings by 230% to $90M • Trezor disclosed its first customer data breach since 2013, affecting 11,742 hardware wallet buyers • @hibachi_xyz launches a new brand, exiting beta and going all in on FX • Elon Musk's xAI officially launches new 'Grok 4.6' AI model 👍 Good Reads • @RoboStrategy - Unitree Robotics: The IPO Primer • @ZeusRWA - Why Tokenization Is the Next Chapter in the Evolution of Finance • @polarthedegen - on edge and max extracting 🔔 New Protocols • @bstocksfinance • @root_evm 💰 Crypto Fundraising • @saturn_credit (DeFi) - $TBD Strategic investment from @Ondo 💵 Airdrops - 🖥 Videos & Podcasts • @Bankless - Bitcoin’s Civil War Ended in 2 Blocks — chungdailynote.com ❤️

2026/8/12 Today's Newsletter 📰 News • U.S. CPI +3.4% YoY, core +2.5%, both as expected • SEC to Unveil Crypto Plans as CLARITY Act Stalls • @Fidelity seeks to stake up to 100% of its $898M Ethereum ETF, plus quarterly cash distributions • Hyperliquid Eyes U.S. Path for Its Perps • Solana briefly lost connectivity across 28.83% of staked SOL, nearing the 33.34% halt threshold • @SpaceXAI Grok Bot enters beta, an AI agent that logs into your tools and finishes tasks for you • Wintermute plans a $1B AI data center push as the crypto market maker expands into traditional finance 👍 Good Reads • @CryptoHayes - Yen-quake • @tiger_research_ - KRW 700 Trillion Abroad: The Market Korea Missed 🔔 New Protocols • @OakmontVault • @clockincoin 💰 Crypto Fundraising • @entravelcom (Payments) - 7.5m led by@etherealvc @finalitycap 💵 Airdrops - 🖥 Videos & Podcasts • @CryptoCred - Recorded an episode with @DonAlt on our biggest flaws, cycle fumbles, lessons, and what we'd tell our younger trading selves — chungdailynote.com ❤️

2026/8/11 Today's Newsletter 📰 News • White House crypto adviser Patrick Witt says the administration remains "fully committed" to passing the CLARITY Act in September • Trump Media & Technology disclosed a Bitcoin treasury of 14,139 BTC worth over $900M • BitMine added 7,391 ETH last week, bringing holdings to 5.81m • Anthropic signs a $9.1B, 20-year deal with Bitcoin miner Riot Platforms for AI compute capacity 👍 Good Reads • @AvgJoesCrypto - Robinhood Chain: Can It Move Robinhood's Bottom Line? • @thedankoe - The Art Of Strategic Thinking (How To Become Wildly Successful) 🔔 New Protocols • @TickerYardHQ • @uponrh 💰 Crypto Fundraising • @river_markets (Brokerage) - 8.5m Seed led by @HaunVentures • @memebookapp (Social) - 1m Seed investment from @TOFVentures 💵 Airdrops • @dappOS_com phase 2 airdrop claiming is live 🖥 Videos & Podcasts • @notthreadguy - Back From Vacation: The Anti Bitcoin Cycle & AI Stocks — chungdailynote.com ❤️

2026/8/10 Today's Newsletter 📰 News • NYSE builds onchain settlement rails for tokenized securities • Bitcoin miner Marathon Digital $MARA sold 23,093 BTC for over $1.6 billion • Strategy sold 1,690 BTC ($108.6M) at an average price of $64,262 • Empery Digital has sold 1,635 BTC since July, cutting unrestricted holdings to 325 BTC • Grayscale withdraws proposed Cardano, Polkadot, and Hedera ETF registrations from SEC review 👍 Good Reads • @VitalikButerin - Ethereum's Updated Roadmap • @somonaut - Ask The AI How To Ask The AI 🔔 New Protocols • @TxFlow_L1 • @dontblinkfamily 💰 Crypto Fundraising - 💵 Airdrops • @solsticefi S2 airdrop registration opens 🖥 Videos & Podcasts • @theempirepod - Venture Mandates, Cloudflare Wallets, Circle Earnings & Saddam Hussein Patek Philippe — chungdailynote.com ❤️

2026/8/9 Today's Newsletter 📰 News • Crypto Clarity Act stalls in the Senate ahead of recess • September rate hike odds fall to 40% after unexpected job losses • Trump Media scraps its planned crypto deals with Cryptocom • Wintermute's US arm registered as an SEC/FINRA broker-dealer, unlocking equities, ETP AP status, and self-clearing of digital asset securities • Rockstar Energy's founder is building a Celsius stake and wants the CEO seat • Bybit sues North Korea over the $1.5B hack, wins asset freeze order • China opens its first school for humanoid robots 👍 Good Reads • @yashhsm - some bear market thoughts on crypto • @jaminball - Custom Tokens 🔔 New Protocols • @tashcards • @0xT3tris 💰 Crypto Fundraising • @vangrid_io (DePIN) - 9m Seed 💵 Airdrops • @DeFiSaver launched Token Saver to help users claim $67M+ in forgotten assets stranded across 87K smart wallets 🖥 Videos & Podcasts • @theallinpod - Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI • @_choppingblock - AI Cracked ColdCard in 8 Minutes ($100M Gone) • @Bankless - Ethereum’s Staking Yield Could Go to Zero — chungdailynote.com ❤️

2026/8/8 Today's Newsletter 📰 News • Crypto Clarity Act stalls in the Senate ahead of recess • September rate hike odds fall to 40% after unexpected job losses • Trump Media scraps its planned crypto deals with Cryptocom • Wintermute's US arm registered as an SEC/FINRA broker-dealer, unlocking equities, ETP AP status, and self-clearing of digital asset securities • Rockstar Energy's founder is building a Celsius stake and wants the CEO seat • Bybit sues North Korea over the $1.5B hack, wins asset freeze order • China opens its first school for humanoid robots 👍 Good Reads • @yashhsm - some bear market thoughts on crypto • @jaminball - Custom Tokens 🔔 New Protocols • @tashcards • @0xT3tris 💰 Crypto Fundraising • @vangrid_io (DePIN) - 9m Seed 💵 Airdrops • @DeFiSaver launched Token Saver to help users claim $67M+ in forgotten assets stranded across 87K smart wallets 🖥 Videos & Podcasts • @theallinpod - Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI • @_choppingblock - AI Cracked ColdCard in 8 Minutes ($100M Gone) • @Bankless - Ethereum’s Staking Yield Could Go to Zero — chungdailynote.com ❤️

2026/8/6 Today's Newsletter 📰 News • Fed Chair Warsh may hike rates in September if inflation stays high • BlackRock and other ETFs buy $244M worth of Bitcoin • Robinhood US lists $CASHCAT • Putin signs law regulating cryptocurrency in Russia • SpaceX $SPCX shares worth $100B+ unlock for trading 👍 Good Reads • @CryptoHayes - Situationship • @redphone - Crypto was the training ground 🔔 New Protocols • @FletchFinance • @ComputeDesk 💰 Crypto Fundraising • @ZIGChain (Blockchain) - $TBD Strategic investment from @LaserDigital_ • @InvestiFi_CUSO (Infrastructure) - 20m Strategic led by @VibeCreditUnion 💵 Airdrops - 🖥 Videos & Podcasts • @virtualbacon - CLARITY Act: Passes or Dies This Week. The Final Deadline Is Here — chungdailynote.com ❤️

2026/8/5 Today's Newsletter 📰 News • U.S. nears Hormuz deal ahead of Wednesday announcement • Circle announces Arc validator cohort and integrations ahead of September 16 mainnet launch • @StratiumX launches The Pot, where trading earns tickets for onchain prize draws funded by builder fees • Binance affiliates sue RedotPay founders over alleged user diversion, seeking $470M in damages • SpaceX commits to using Nvidia GPUs exclusively • Cloudflare launches stablecoin wallets enabling AI agents to pay for APIs and content autonomously 👍 Good Reads • @tiger_research_ - 2036: The World We'll Face Ten Years From Now • @0xcarlosg - One in Twenty-Four 🔔 New Protocols • @TradePools • @MancerXYZ 💰 Crypto Fundraising • @Blockspace_ETH (Infrastructure) - $TBD led by @blueyard • @Yooldo_Games (GameFi) - 1m Strategic investment from @fzf_ventures 💵 Airdrops • @OndoPerps drops $100 USDC to select accounts with $1M+ HIP-3 volume and no deposits yet 🖥 Videos & Podcasts • @ycombinator - 100 VCs Said No. Now They're Building Data Centers in Space — chungdailynote.com ❤️

2026/8/4 Today's Newsletter 📰 News • Trump says Strait could reopen by tomorrow • Senate schedule excludes a vote on the Crypto Clarity Act • Justin Drake and others create EIP-8361 to reduce Ethereum inflation by cutting staking yields • World’s largest custodian bank BNY Mellon launches crypto staking 👍 Good Reads • @cchungccc - Chung Research Note #9 - The BCI bet nobody is scoring yet • @Anchorage - Who Banks the Agents? 🔔 New Protocols • @Flutchdotfun • @MotionOnHype 💰 Crypto Fundraising • @fortuneglobal_ (Prediction Markets) - $TBD Pre-Series A • @joinbundle (Payments) - 5.5m Pre-Seed led by @etherealvc @further • @yellowcard_app (Payments) - 40m Strategic 💵 Airdrops • @axisrobotics point system 🖥 Videos & Podcasts • @StanfordOnline - Stanford CS329A Self-Improving AI Agents | Part 1 | Course Overview — chungdailynote.com ❤️

Chung Research Note #9 - The BCI bet nobody is scoring yet China's BCI lead is being scored on approvals and speed. The thing that actually decides it, how long an implant keeps working, won't be scored until 2030 https://x.com/cchungccc/status/2084569177961218375