Chung Daily Note📒

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 ❤️

2026/6/17 Today's Newsletter 📰 News • Fed keeps rates unchanged • Coinbase launches fully backed tokenized U.S. stocks • ECB President Lagarde blocked Binance's EU expansion to support the digital euro 👍 Good Reads • @RayDalio - Investment Principles: What Should You Do Under Existing Conditions? • @Delphi_Digital - A Framework For Crypto Neobanks 🔔 New Protocols • @_nellofficial • @freeportmarkets 💰 Crypto Fundraising • @earnos_io (Social) - 6m Series A led by @1kxnetwork • @FinanceTrace (CeFi) - 32m Series A led by @coinfund 💵 Airdrops • @o1_exchange airdrop claim 🖥 Videos & Podcasts • @Bankless - Why Everyone Is Buying Pokémon Cards Again • @1000xPod - SpaceX: Start of the Next Megabubble or End of the Rally? — Crypto, TCG & AI insights → chungdailynote.com ❤️

2026/6/16 Today's Newsletter 📰 News • Trump discusses ending the Russia-Ukraine war with Putin and Zelensky • BOJ raises rates to 1.00% • BlackRock launches a Bitcoin covered call ETF • Tether partners with Dubai's DMCC on blockchain education and tokenization initiatives • Binance's EU license bid faces rejection • SpaceX to acquire AI coding startup Cursor in a $60B deal 👍 Good Reads • @rhackett - The AI ownership rush • @AvgJoesCrypto - The Real "Next Memecoin Trade:" Trading Cards Supercycle 🔔 New Protocols - 💰 Crypto Fundraising • @eldoradoio (Blockchain Service) - 9m Series A led by @paradigm • @GoInterchecks (Payments) - 50m Series C led by @commercevc, Bettor Capital, Decades Holdings, and Thayer Street Partners 💵 Airdrops • @predictdotfun lowers entry requirements, increases team picks to 12, and adds early-user rewards 🖥 Videos & Podcasts • @KevinWSHPod - The Dark Side Of Funded Trading Accounts | Founder of Vanta Trading | DROPS E38 • @BTCPrague - Michael Saylor's BTC Prague 2026 Keynote: Bitcoin Capitalism — Crypto, TCG & AI insights → chungdailynote.com ❤️

2026/6/15 Today's Newsletter 📰 News • Trump says the Iran peace deal is complete, reopening the Strait of Hormuz • Strategy acquires 1,587 BTC • Strive acquires 73 BTC • BitMine acquires 76,881 ETH 👍 Good Reads • @Plus_Ultra_715 - As Someone Who's Been There: The Shortcut to Building a Startup • @jswihart - Irrational Thinking. Zcash Update. 🔔 New Protocols • @PlayKintara • @AskSurplus 💰 Crypto Fundraising • @Sealcoin_QAIT (DePIN) - 4m Strategic 💵 Airdrops • @SoSoValue season 2 airdrop claim 🖥 Videos & Podcasts • @Bankless - The Bottom Signal Everyone Is Watching • @milesdeutscher - Will SpaceX IPO Crash Markets? — Crypto, TCG & AI insights → chungdailynote.com ❤️

2026/6/14 Today's Newsletter 📰 News • Trump says the Hormuz Strait will reopen after the deal is signed tomorrow • White House eyes July 4 approval for the Clarity Act • Saylor hints at another Bitcoin buy • Metaplanet acquires Siiibo Securities for $13M to expand Bitcoin yield products • @Blockworks acquires crypto research and data platform @MessariCrypto • SBF loses appeal against fraud conviction and 25-year sentence • Anthropic to disable Fable 5 and Mythos 5 following U.S. export restrictions • Binance launches bStocks for 24/7 trading of tokenized U.S. equities • @StratiumX brings every World Cup group-stage match onchain as a tradable market 👍 Good Reads • @MiyaHedge - Crypto 2029 • @dutchdecrypto - The Vintage Pokemon and Collectibles Thesis 🔔 New Protocols • @joinshiftX • @eastworlds_io 💰 Crypto Fundraising • @ShopAgentic (AI) - 2.19m Pre-Seed led by @greenfield_cap and May Ventures 💵 Airdrops • $HYPE holders received $MAX airdrop on Hyperliquid 🖥 Videos & Podcasts • @theallinpod - Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections • @jvisserlabs - The AI Mid-Cycle Slowdown: OpenAI, Anthropic, and the AI Price War — Crypto, TCG & AI insights → chungdailynote.com ❤️

My Top 32 on World Cup 2026 https://twitter.com/cchungccc/status/2065425802012094904

2026/6/11 Today's Newsletter 📰 News • US inflation rises to 4.2% • U.S. May PPI comes in at 6.5%, above the 6.4% forecast • CME launches crypto index futures covering BTC, ETH, and SOL • Japan passes a crypto bill that could lower the top tax rate from 55% to 20% • SpaceX plans to reserve 20% of its IPO shares for retail investors 👍 Good Reads • @cchungccc - some thoughts on the Predict world cup campaign • @CryptoHayes - Reality Test 🔔 New Protocols • @PotWars • @DailyActiveU 💰 Crypto Fundraising • @CantonNetwork (Blockchain) - 335m Strategic led by @a16zcrypto • @MNX_fi (Exchange) - 6.4m Pre-Seed • @TVLCap (RWA) - 5m Seed led by @hiFramework • @aipaywithcrypto (Payments) - 10m Strategic led by @animocabrands • @Neura_Web3_AI (AI) - $TBD Strategic • @ethena (DeFi) - $TBD Strategic investment from @JHIAdvisors 💵 Airdrops • @predictdotfun is turning World Cup predictions into a $2M+ competition for fans 🖥 Videos & Podcasts • @RoboStrategy Investor Day Presentation • @TaikiMaeda2 - Bears were Right. I was Wrong. I Got Rekt. — Crypto, TCG & AI insights → chungdailynote.com

2026/6/9 Today's Newsletter 📰 News • Anthropic launches Claude Fable 5 (Mythos-Class Model) • Circle launches cirBTC on Ethereum to compete with Coinbase in the wrapped Bitcoin market 👍 Good Reads • @mert - the coming crisis: crypto, AI, and spaceflight • @playrisk - Game of Stonking 🔔 New Protocols • @Labyr1nthhh_ • @GLOBEINF 💰 Crypto Fundraising • @Morpho (DeFi) - 175m Strategic led by @paradigm @a16zcrypto @RibbitCapital • @edge_marketsio (Payments) - 29m Series A led by @coinfund 💵 Airdrops - 🖥 Videos & Podcasts • @0xsmac - Retail Trader Life With Molesy • @intern - Why I bet my career on robotics — Crypto, TCG & AI insights → chungdailynote.com ❤️

2026/6/8 Today's Newsletter 📰 News • Goldman Sachs now expects the Fed's first rate cut in mid-2027 • Strategy has acquired 1,550 BTC • Strive buys another 32 BTC for $2.1M at an average price of $63.9K • Tom Lee's BitMine acquires 126,971 ETH • SBF seeks a Trump pardon 👍 Good Reads • @Delphi_Digital - The State of Token Markets • @hmalviya9 - Post Human Society Stocks is the Only Alpha in Market Right Now 🔔 New Protocols • @parqxchange • @voxlyink 💰 Crypto Fundraising • @Xeffy_io (RWA) - 5m Angel 💵 Airdrops • @ofc_the_club 2nd batch airdrop claim 🖥 Videos & Podcasts • @theallinpod - Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back • @Cryptocito - Altcoins Are The Most Toxic Relationship In Crypto — Crypto, TCG & AI insights → chungdailynote.com ❤️

2026/6/7 Today's Newsletter 📰 News • U.S. unemployment remains at 4.3% • JPMorgan, Citi, and major U.S. banks launch tokenized deposits to compete with crypto • Saylor hints at another Strategy Bitcoin buy • Researcher finds Zcash bug enabling unlimited token minting 👍 Good Reads • @saylor - The Four Ideologies of Bitcoin • @credistick - Survival of the Fittest 🔔 New Protocols • @naturalpay • @anondotinc 💰 Crypto Fundraising • @MobiusExchange (DeFi) - $TBD Strategic led by @yzilabs • @K25dotai (Prediction Markets) - 4m Strategic 💵 Airdrops - 🖥 Videos & Podcasts • @1000xPod - Is Robotics The Next Megabubble? • @Bankless - Is Saylor About to Break Bitcoin? — Crypto, TCG & AI insights → chungdailynote.com ❤️

2026/6/4 Today's Newsletter 📰 News • Bitmine launches a 9.5%-yield preferred stock offering 👍 Good Reads • @MoonOverlord - Pokemon / TCG / Gacha rant • @0x_Lucas - Why I’m Still Bullish ETH (And You Should Too) 🔔 New Protocols • @Lighthouse_2026 • @tradeonhunch 💰 Crypto Fundraising • @wasabicard (Payments) - 10m Pre-Series A 💵 Airdrops • @plumenetwork Season 2 airdrop claim 🖥 Videos & Podcasts • @Bankless - SBF, Gensler, Warren and Crypto’s War for Washington • @virtualbacon - Start Buying Bitcoin this Week (Don't Wait Too Long) — Crypto, TCG & AI insights → chungdailynote.com ❤️

2026/6/3 📈 Today's Newsletter 📰 News • Visa, Mastercard, and Stripe to launch a stablecoin platform • SpaceX targets $135/share in public offering 👍 Good Reads • @defiance_cr - The End of Financial Stagnation • @KSimback - Proof of Useful Work: Make Mining Great Again 🔔 New Protocols • @Dominion_Market • @SpeculateTrade 💰 Crypto Fundraising • @AIVIVEHQ (Social) - 8m Series A + Series B led by @Echo3labs @gwglobal_cap @0xVegaVentures @UZcapitalX @BMFxyz • @AxisFDN (DeFi) - $TBD Strategic 💵 Airdrops • @DSCVR1 airdrop claim 🖥 Videos & Podcasts • @APompliano - The Biggest Money-Making Opportunity Since Bitcoin? • @naval - Full Episode: The AI Industrial Revolution — Crypto, TCG & AI insights → chungdailynote.com ❤️

2026/6/2 📈 Today's Newsletter 📰 News • Mt. Gox moves 10,306 BTC to a new wallet after two months of inactivity • Strive acquires 2,500 BTC for $183M • CME launches 24/7 crypto futures and options trading 👍 Good Reads • @a16zcrypto - Why prediction markets matter • @ferbsol - nobody talks about what trading does to your brain 🔔 New Protocols • @papertrade_xyz • @GrailCo 💰 Crypto Fundraising • @SignalPlus_Web3 (Exchange) - 50m Extended Series B led by @HashKeyGroup 💵 Airdrops - 🖥 Videos & Podcasts • @theempirepod - Why’s Everyone So Bearish, Robinhood's AI Agent and SoFi's Stablecoin Launch • @jvisserlabs - “We Will Have a Crash”: Why AI Brings Out the Fear in People — Crypto, TCG & AI insights → chungdailynote.com ❤️

2026/6/1 📈 Today's Newsletter 📰 News • Trump says the U.S. will maintain its Hormuz blockade after Iran suspended negotiations • Binance launches 24/5 trading for 7,000+ U.S. stocks and ETFs • MicroStrategy sold 32 BTC for $2.5M at an average price of $77.1K • Bitmine acquired 26,497 ETH over the past week • Hyperliquid overtakes Dogecoin, becoming the 10th-largest crypto by market cap • Sui says bugs in gas logic and validator randomness caused three outages after the 1.72 release • $TON to rebrand its token from TON to $GRAM 👍 Good Reads • @DWFVentures - The Pre-IPO Gold Rush • @0xkioto - The Six Sectors That Will Define Crypto for the Next Decade 🔔 New Protocols • @Dekantfi • @RealityFi_xyz 💰 Crypto Fundraising - 💵 Airdrops • @SaharaAI airdrop is fully unlocked 🖥 Videos & Podcasts • @_choppingblock - Ethereum's Boomer Era? Apostates, EF Drama, and Solana Fights Back • @coinage_media - Dan Niles: We’re in an AI Bubble — But It’s Not Over Yet — Crypto, TCG & AI insights → chungdailynote.com ❤️

2026/5/31 📈 Today's Newsletter 📰 News • Former BoJ board member says a rate hike is likely in June • Anthropic launches Claude Opus 4.8 with 3x cheaper Fast Mode pricing • @saylor hints at another Bitcoin buy • SEC grants Paxos approval to clear and settle securities on blockchain rails • Sequans ends its Bitcoin treasury strategy and plans to sell its remaining 658 BTC • ICE held multiple discussions with Hyperliquid to evaluate the onchain perps market • Treasury Secretary Scott Bessent says the U.S. has seized nearly $1B in Iran-linked crypto • Jamie Dimon criticizes the Clarity Act and says banks will oppose it 👍 Good Reads • @HFI_Research - We Are Going Full Speed Into The Wall • @PanteraCapital - Pantera Blockchain Letter :: May 2026 🔔 New Protocols • @LatticaFinance • @HeliusPrivacy 💰 Crypto Fundraising • @Replit (AI) - $TBD Strategic investment from @Visa • @CoinoneOfficial (Exchange) - 53m Strategic • @HypernovaX (DeFi) - 3m Pre-Seed led by @Lemniscap 💵 Airdrops • @megaeth Terminal Rewards Checker 🖥 Videos & Podcasts • @Bankless - Privacy Alts Are Pumping While Bitcoin & ETH Are Weakening • @ycombinator - Inside YC's AI Playbook — Crypto, TCG & AI insights → chungdailynote.com ❤️

2026/5/28 📈 Today's Newsletter 📰 News • Trump says he will “never let crypto down.” • The US military struck Iranian drones and a launch unit after Iran fired at a US commercial ship • The US and Iran reportedly reached a deal to extend their ceasefire by 60 days, pending Trump’s final approval • Samsung affiliates are acquiring a $408M stake in Upbit parent Dunamu • Tokenized Pokémon card marketplaces hit a record $7.4M in volume ahead of the franchise’s 30th anniversary • CFTC seeks to void Gemini’s $5M settlement, saying the 2022 case should never have been filed • @Polymarket VP says KYC only applies to its early beta product, not the main platform • Grayscale delays IPO plans 👍 Good Reads • @dunleavy89 - Why Ethereum May Be Deeply Mispriced and What Most Investors Are Missing • @neuralunlock - How to Raise (A VC's Perspective) 🔔 New Protocols • @polsia • @convallax 💰 Crypto Fundraising - 💵 Airdrops • @trylimitless season 3 airdrop claim 🖥 Videos & Podcasts • @naval - Waste Tokens, Save Time • @KevinWSHPod - Raoul Pal: The AI Race Will Make Crypto Holders Rich | E173 — Crypto, TCG & AI insights → chungdailynote.com ❤️

2026/5/27 📈 Today's Newsletter 📰 News • Banca Sella becomes the first major Italian bank to offer crypto services • BitMine added 111,942 ETH last week • SoFi officially launches access to its stablecoin for 15M users • Robinhood to launch AI agent trading for stocks and crypto • Mastercard secures a New York BitLicense to expand its stablecoin and blockchain settlement infrastructure • @Pumpfun launches multichain trading with one wallet and SOL-powered gas sponsorship • FTX targets July 31 for its next creditor payout and seeks approval to unlock another $600m 👍 Good Reads • @Grayscale - Hyperliquid Breaks the Mold • @TrustlessState - Why I Sold My ETH 🔔 New Protocols • @coinvestai • @DAEMONSv4 💰 Crypto Fundraising • @getdidit (Compliance) - 7.5m Seed 💵 Airdrops • Claim the free @MetaMask x @ChimpersHQ SBT pack 🖥 Videos & Podcasts • @jvisserlabs - Bottlenecks, Momentum Breaks, and the Next Phase of AI • @a16z - Private Markets and The Future of Capital Allocation with Marc Rowan — Crypto, TCG & AI insights → chungdailynote.com ❤️

2026/5/26 📈 Today's Newsletter 📰 News • Strategy repurchased $1.5B of its 2029 notes at an 8% discount, boosting BTC Yield and lowering debt • Vivek Ramaswamy's 'Strive' buys 1,109 Bitcoin • OKX’s X Layer launches Exchange OS for creating custom crypto markets 👍 Good Reads • @brian_armstrong - 8 Key Upgrades Needed for the Future Financial System • @stacy_muur - My gameplay for Web3.1 🔔 New Protocols - 💰 Crypto Fundraising • @otomato_xyz (Analytics Platform) - 2m Strategic led by @Improbableio 💵 Airdrops • @citrea_xyz airdrop claim 🖥 Videos & Podcasts • @opmpod - Inflation is Back: Is the Fed’s Team Transitory Back Too? | Andreas Steno Larsen • @coinage_media - The Existential Bitcoin Crisis Nobody Wants To Talk About — Crypto, TCG & AI insights → chungdailynote.com ❤️

2026/5/25 📈 Today's Newsletter 📰 News • Spot Bitcoin ETFs recorded $1.26B in net outflows last week 👍 Good Reads • @VitalikButerin - Ethereum Foundation’s Shift Toward Decentralization and Long-Term Resilience • @cyrilXBT - @pmarca drops 17 massive AI predictions 🔔 New Protocols • @Tulpea_org • @lxdev_ 💰 Crypto Fundraising • @squidrouter (Interoperability) - 6m Strategic led by @NorthIslandVC • @AIW3_official (AI) - $TBD Strategic investment from @Liquid_Capital_ 💵 Airdrops • @solsticefi airdrop claim 🖥 Videos & Podcasts • @josephwang - Markets Weekly May 23, 2026 • @Cryptocito - The $560M Bitcoin Move Mainstream Media Is Completely Ignoring Right Now — Crypto, TCG & AI insights → chungdailynote.com ❤️

2026/5/24 📈 Today's Newsletter 📰 News • Trump says Iran peace deal framework is largely negotiated, including reopening the Strait of Hormuz • SEC delays plan to allow tokenized stock trading amid concerns and pushback • Traders fully price in a 25bps Fed rate hike by end of 2026 • Michael Saylor says Strategy bought bonds instead of Bitcoin this week • SEC approves options trading for the Nasdaq Bitcoin Index • Rep. Begich introduces Bitcoin bill to codify its strategic importance in the US • Mark Cuban reveals he sold most of his BTC holdings • South Korea considers scrapping its planned 22% crypto tax • @Polymarket says no user funds were affected after a compromised 6-year-old private key was discovered and replaced • @nadoHQ Season 2 launches with open access, $100K competitions, and expanded multi-asset trading features 👍 Good Reads • @a16zcrypto - The latency cost of censorship resistance • @castle_labs - The Vaultification of Finance 🔔 New Protocols • @Trade_Gambit • @Ontorium_io 💰 Crypto Fundraising • @ExaAILabs (AI) - 250m Series C led by @a16zcrypto • @popdex_ (Exchange) - 30m Seed led by @ForesightVen • @TownSquarexyz (DeFi) - 16.25m Pre-Series A • @K25dotai (Prediction Markets) - 2m Pre-Series A led by NewGenIVF Group • @jia_DeFi (RWA) - 3m Extended Seed led by @cbventures • @cyclesmoney (Payments) - 6.4m Seed led by Blockchange Ventures • @FOUNDATIONdvcs (Wallet) - 6.4m led by @FulgurVentures • @temple_ny (Exchange) - $TBD Strategic investment from SBI Group 💵 Airdrops • @megaeth ends its Terminal points program early, with final USDM rewards and one last bonus distribution coming next week 🖥 Videos & Podcasts • @Bankless - David Sold His ETH...Here's Why • @therollupco - Austin Barack: My AI Bull Thesis (...And What I'm Holding) — Crypto, TCG & AI insights → chungdailynote.com ❤️