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Publicaciones del Canal
2026/8/27
Today's Newsletter
📰 News
• @Pumpfun expands beyond Solana with HyperEVM token trading
• Nvidia in talks to buy Hugging Face for $13B
👍 Good Reads
• @RyanWatkins_ - Social Trading and The Garden of Eden
• @PuriVaish - Why DeFi Lending Is Harder Than Trading
🔔 New Protocols
• @ryvonetwork
• @alloco_fi
💰 Crypto Fundraising
-
💵 Airdrops
• @flop_labs unique DID guide
🖥 Videos & Podcasts
• @InvestLikeBest - Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
—
chungdailynote.com ❤️
| 2 | 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 ❤️ | 372 |
| 3 | 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 ❤️ | 402 |
| 4 | 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 ❤️ | 412 |
| 5 | 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 ❤️ | 596 |
| 6 | 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 ❤️ | 603 |
| 7 | 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 ❤️ | 564 |
| 8 | 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 ❤️ | 537 |
| 9 | 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 ❤️ | 560 |
| 10 | 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 ❤️ | 530 |
| 11 | 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 | 704 |
| 12 | 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 ❤️ | 647 |
| 13 | 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 ❤️ | 645 |
| 14 | 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 ❤️ | 541 |
| 15 | 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 ❤️ | 451 |
| 16 | 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 ❤️ | 590 |
| 17 | 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 ❤️ | 1 |
| 18 | 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 ❤️ | 681 |
| 19 | 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 ❤️ | 685 |
| 20 | 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 ❤️ | 617 |
