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Publicaciones del Canal
2026/8/2
Today's Newsletter
📰 News
• Trump says he canceled a U.S. strike on Iran after the two sides agreed on the “parameters” of a deal
• Fed Chair Kevin Warsh considers reducing the number of rate meetings
• Strategy authorizes up to $5B in Bitcoin sales
• Hyperscale Data sells 100 BTC to fund its AI data center
• Quantum Solutions' subsidiary sells 1,000 ETH for $1.9M to fund AI data center expansion
• Coinkite warns of a COLDCARD Mk3 firmware bug that enabled a 594 BTC theft from 500 wallets
• Google DeepMind launches Gemini Robotics 2, giving humanoid robots full-body intelligence
👍 Good Reads
• @vikramcantsingh - Inference Market (and Micro) Structure
• @v12sec - How to raise a $10M Seed Round
🔔 New Protocols
• @fxyzai
• @Sestri_xyz
💰 Crypto Fundraising
• @PerceptronNTWK (DePIN) - 6.5m Strategic
💵 Airdrops
-
🖥 Videos & Podcasts
• @theallinpod - Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
• @_choppingblock - Will Every Failed Crypto Idea Work?
—
chungdailynote.com ❤️
| 2 | 2026/7/30
Today's Newsletter
📰 News
• Fed holds rates steady at 3.50%–3.75%
• Gumi launches an $18.3M Bitcoin and altcoin fund with SBI Financial Services and Daiwa Securities backing
• @KaitoAI launches Katalyst, a reward layer that pays creators based on verified impact
• Leopold Aschenbrenner’s Situational Awareness seeks to raise capital after AI rout
👍 Good Reads
• @PossibltyResult - Exporting Institutions
• @jerallaire - The Agentic Economy Thesis
🔔 New Protocols
• @ordrtrade
• @Yieldfy
💰 Crypto Fundraising
• @ethereuminsti (Analytics Platform) - $TBD led by @BitMNR @Sharplink
• @0xfluid (DeFi) - $TBD Strategic investment from @AppWorks
💵 Airdrops
• @grvt_io airdrop unlocked tokens are automatically sent to wallets with no manual claim required
🖥 Videos & Podcasts
• @the_defi_report - One More Bitcoin Drop Could Reset Everything
• @theallinpod - The $1/Hour Robot Is Coming: Four Industry Leaders Explain What’s Next
—
chungdailynote.com ❤️ | 526 |
| 3 | 2026/7/29
Today's Newsletter
📰 News
• South Korea's FSC plans a unified crypto law covering stablecoins, exchanges, and user protection
• FCC plans to ban Chinese humanoid and quadruped robot imports
• Anthropic's Claude Mythos discovers new attacks on cryptographic algorithms, including a post-quantum encryption candidate
👍 Good Reads
• @blocmates - What Happened to Fake World Assets?
• @VitalikButerin - Obfuscation (Part II): Diamond iO
🔔 New Protocols
• @ZakuraZcash
• @covetrade
💰 Crypto Fundraising
• Birdai (Infrastructure) - 4m Seed led by @CastleIslandVC
• @Beezie (RWA) - 4m led by @PsalionVC
💵 Airdrops
• @grvt_io updates its vesting schedule (TGE on July 30)
• @base Onchain Sybil Resistance
🖥 Videos & Podcasts
• @notthreadguy - MARKET OPEN: Will STOCKS finally recover? The KOSPI is LIMIT DOWN again. FOMC today. What is PipeDog
—
chungdailynote.com ❤️ | 535 |
| 4 | 2026/7/28
Today's Newsletter
📰 News
• Morgan Stanley launches a Solana ETP, MSOL, on NYSE Arca
• Emirates starts accepting crypto payments for flight bookings
• Elon Musk says Grok 4.6 launches around Aug. 7 with 1.5T parameters, followed by Grok 4.7 with 2.1T parameters weeks later
👍 Good Reads
• @francescoswiss - The Rise and Quiet Death of the Neobank
• @RoboStrategy - Our Investment in Standard Bots
🔔 New Protocols
• @ProprioRobotics
• @launchonvaro
💰 Crypto Fundraising
• @alpheanetwork (AI) - 5m Strategic
• @DowProtocol (RWA) - 9m Seed led by @mhventures
💵 Airdrops
-
🖥 Videos & Podcasts
• @ycombinator - Sam Altman: "Never a Better Time to Do a Startup"
• @Etherealize_io - Etherealize CEO Vivek Raman: “L2s are the best business model in blockchain”
—
chungdailynote.com ❤️ | 531 |
| 5 | 2026/7/27
Today's Newsletter
📰 News
• Strategy announces a $25M STRC stock buyback
• Circle acquires nearly 1,000 IBM blockchain patents, becoming the largest U.S. blockchain patent holder
• NVIDIA in talks to back OpenAI's Ohio data center with a $250B financial commitment
• NVIDIA launches the Open Secure AI Alliance with 36 partners to develop open-source AI security tools
👍 Good Reads
• @tiger_research_ - AI Agent Wallet Infrastructure: The Layer Behind a 700% Revenue Scale-Up
• @saylor - Upgrade the World
🔔 New Protocols
• @Omniousai
• @Spritehoodio
💰 Crypto Fundraising
• @axisrobotics (AI) - 12m Seed led by @hack_vc
💵 Airdrops
-
🖥 Videos & Podcasts
• @KillaXBT - Bitcoin: The Bear market is nearly over
• @coinage_media - What Happens to Crypto If the CLARITY Act Fails?
—
chungdailynote.com ❤️ | 567 |
| 6 | 2026/7/26
Today's Newsletter
📰 News
• Michael Saylor hints at another Bitcoin purchase
• Robinhood in talks to integrate Cryptocom prediction markets
• SK Group and NVIDIA launched a $500B+ AI partnership to build next-gen AI infrastructure and memory
• Anthropic launches Claude Opus 5
• NVIDIA CEO Jensen Huang joins X, making his first post
👍 Good Reads
• @FabianoSolana - How to Make a Living on Perp DEXs Without Being a Trader
• @PeterMcCrory - Why hasn’t AI increased unemployment?
🔔 New Protocols
• @wick_xyz
• @BTCdrivechains
💰 Crypto Fundraising
• @K25dotai (Prediction Markets) - $TBD Series A investment from @ambergroup_io
• @memecoin_fun_ (Launchpad) - 3.5m Series A led by @BeckerVentures
• @worldnetwork (Blockchain) - 52.5m Private Token Sale led by @PanteraCapital
💵 Airdrops
• @playcambria Loot Chest airdrop claim
🖥 Videos & Podcasts
• @theallinpod - The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
• @Bankless - Oil Hit $100! Why Didn’t Bitcoin Break?
—
chungdailynote.com ❤️ | 601 |
| 7 | 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 ❤️ | 609 |
| 8 | 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 ❤️ | 563 |
| 9 | Chung Research Note #8 - robotics moat
TL;DR - The real moat in robotics is data, not the model. Whoever collects proprietary real-world data every day wins.
Full breakdown in the thread below
https://x.com/cchungccc/status/2079916316627292271 | 607 |
| 10 | 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 ❤️ | 567 |
| 11 | 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 ❤️ | 586 |
| 12 |  In Japan this week for WebX so Chung Daily Note is taking a little break, back next Monday!
btw if you know any cool AI / Robotics / TCG projects or folks, hit me up, would love an intro | 865 |
| 13 | 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 ❤️ | 801 |
| 14 | 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 ❤️ | 786 |
| 15 | 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 ❤️ | 685 |
| 16 | 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 ❤️ | 659 |
| 17 | 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 ❤️ | 683 |
| 18 | 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 ❤️ | 730 |
| 19 | 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 ❤️ | 729 |
| 20 | 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 ❤️ | 751 |
