Chung Daily Note📒 (on break)

Taking a short break during Token2049 If you're around and want to meet, or if you know of any good events, let me know :) We're hosting a Trader Gathering, come grab a drink and talk markets with us! https://luma.com/fqw5qq36

2026/10/4 Today's Newsletter 📰 News • Market expectations for an October rate hike fell to a new low of 17% • SEC says more crypto regulatory proposals are coming • @Backpack's tokenized BlackRock stock $BLK is live on Solana via @Sunrise • The Ethereum Foundation and the Open Anonymity Project launched zkAPI • SlowMist flagged a Safe module exploit on Aave v3 loops for roughly 114.09 ETH ($310K) • Trump announces the formation of the Super Intelligence Force (SIF) • Anthropic is said to be targeting a mega-IPO before Thanksgiving • @blast is shutting down 👍 Good Reads • @docXBT - Keys to winning in a bull market • @DefiIgnas - Tokens looking to bid • @0xSigil - Own your AI, don’t let it own you 🔔 New Protocols • @StripeCrypto • @daybreak_fi • @paperstrategy_ 💰 Crypto Fundraising • @perptools (Exchange) - 5m Seed • @ripcarsio (RWA) - 475K OTC Purchase • @walapay_io (Payments) - 4.6m Seed led by @genventurecap 💵 Airdrops - 🖥 Videos & Podcasts • @theallinpod - Trump’s Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions • @_choppingblock - Kalshi Cooked, Bitget Hacked + Agentic Bank Runs • @theempirepod - Markets Sending, Just Buy Consensus, Meta's AI Moment & Who Wins Tokenization? | Weekly Roundup Referral links Arcus — chungdailynote.com ❤️

We're hosting a trader gathering in Singapore and I'd love to see the Chung Daily Note family there. Come through for food, drinks, and good conversation! Sign up here: https://luma.com/fqw5qq36

2026/10/1 Today's Newsletter 📰 News • Congress considers expanding crypto rules to let banks and credit unions hold digital assets and issue stablecoins • MetaMask reports a security incident with no immediate threat to wallets • NEAR Intents vulnerability patched with full compensation planned and ops back within the hour • Google launches Gemini 4 Argon 👍 Good Reads • @Grayscale - Investing for the Compute Bottleneck • @domdosu - Why Crypto Options Have Never Taken Off 🔔 New Protocols • @conviction_x • @AscendLaunch 💰 Crypto Fundraising - 💵 Airdrops • @arcus_xyz points are live 🖥 Videos & Podcasts • @notthreadguy - MARKET OPEN: Crypto is in SHAMBLES, COGNITION BEEF, Who Cares About the US 10Y Yield? • @the_defi_report - Crypto Keeps Ignoring the Warning Signs — chungdailynote.com ❤️

2026/9/30 Today's Newsletter 📰 News • Senate Republicans introduce a crypto tax bill • $OUSD went live backed by BlackRock and BNY reserves with 200+ institutional partners behind Open Standard • Robinhood launches crypto and stock perpetual futures trading • Trump to sign executive order renaming AI to "superintelligence." • OpenAI introduces dots which are always-on GPT-6 Astra agents working across 4,000+ apps • Hyperliquid-based perpetuals exchange @papertrade_xyz sets an October 10 launch date 👍 Good Reads • @PanteraCapital - The State of Tokenization • @robbiepetersen_ - Blockchains create net new markets 🔔 New Protocols • @thingsmarket • @cabaldotcooking 💰 Crypto Fundraising • @grass (DePIN) - $TBD investment from @multicoin 💵 Airdrops • @ConcreteXYZ airdrop claim 🖥 Videos & Podcasts • @virtualbacon - Inflation Falls, Bitcoin Rips. Is the Fed Done Hiking? — chungdailynote.com ❤️

2026/9/29 Today's Newsletter 📰 News • US 30-year Treasury yield hits highest since 2002 • Coinbase receives CFTC approval to launch its own US crypto derivatives clearinghouse • Coinbase teases mobile trading card packs backed by physical cards 👍 Good Reads • @0xRickyW - What Happens When Stocks Become Programmable? • @blocmates - How To Trade Prediction Markets Like Memecoins • @Decentralisedco - Robinhood’s Wealth Effect 🔔 New Protocols • @CalyxNetwork • @ducat_money 💰 Crypto Fundraising • @worldnetwork (Blockchain) - 49m OTC Purchase • @defi_raven (Brokerage) - $TBD Strategic • @jeeves_inc (Payments) - 110m Series C led by @coinfund 💵 Airdrops • @jumperapp is live on @legiondotcc 🖥 Videos & Podcasts • @virtualbacon - Quant Up 400%. Which Altcoins Are Next to Rally? • @Bankless - Bitcoin Broke the Bear Case. What Happens Next? — chungdailynote.com ❤️

2026/9/28 Today's Newsletter 📰 News • Strategy acquired 1,665 BTC • Strive acquired 1,107 BTC • Citi teams up with Coinbase on stablecoin payments for institutions • OpenAI says it has paused training of its latest AI models as reports of AI agents going rogue mount • Anthropic launched Claude Sonnet 5.5 running over 30% faster than Sonnet 5 at up to 30% lower cost 👍 Good Reads • @StarPlatinum_ - 12 Buyback Tokens You Should WATCH • @that1618guy - The Bundle That Makes the Market 🔔 New Protocols • @UseLocate • @proto_xyz 💰 Crypto Fundraising • @limitedgrouphq (Payments) - 11.5m Extended Seed led by @thirdprimevc 💵 Airdrops - 🖥 Videos & Podcasts • @jvisserlabs - A Bear Market Inside a Bull Market • @Cryptocito - It's Time To Check Your Cosmos Wallets — chungdailynote.com ❤️

2026/9/27 Today's Newsletter 📰 News • Trump turned down a seven-day Iran ceasefire and reportedly expects strikes to resume post-midterms • Fed proposes stablecoin issuer framework under the GENIUS Act • SEC staff FAQs say liquid staking tokens are not securities and buybacks are not managerial efforts • SEC Commissioner Peirce calls for zero-knowledge proofs to replace data-heavy KYC and AML practices • Bitget confirms a hack with losses of approximately $350M and claims user funds are safe • Bitget resumes withdrawals in phases from September 28 with BTC first and everything else by October 2 • CoinMarketCap acquires Coinglass for derivatives data • OpenSea launches a TCG marketplace aggregator for sports cards Pokémon and One Piece • A fake GIWA mainnet drained over 766 ETH 👍 Good Reads • @VitalikButerin - The cryptographic world computer • @SpencerApplebau - DeFi 2.0 • @Evan_ss6 - The Ceiling Breaks: Six Calls for This Cycle 🔔 New Protocols • @pulldotfun • @CormaAI 💰 Crypto Fundraising • @NGCASH_ (Payments) - 15m Strategic led by @bcap • @functionspaceHQ (Prediction Markets) - 1.7m Pre-Seed led by @Maven11Capital and @blockwall_vc 💵 Airdrops - 🖥 Videos & Podcasts • @theallinpod - Anthropic IPO at Risk, Meta’s Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails • @Bankless - The Bull Market Is On! Here’s Where the Money Is Going — chungdailynote.com ❤️

2026/9/24 Today's Newsletter 📰 News • US considers a plan to promote dollar-backed stablecoins worldwide • UK's largest banks complete their first interbank transactions using tokenized deposits • Ondo and BlackRock partner for tokenized "intelligent portfolios." • Binance lists Hyperliquid ($HYPE) with Seed Tag • President Xi Jinping calls for the US and China to work together on AI development • AI data center spending outpaces canals railroads and the electrical grid combined in a historic US economic bet • New York sues Polymarket for running an illegal gambling operation 👍 Good Reads • @0xJeff - Beginners Guide to the Bull Cycle of 2026 • @ren_stocks - Forget The Robot. Buy The Gearboxes Inside It 🔔 New Protocols • @PipelineMarkets • @tradeonhudi 💰 Crypto Fundraising • @hifiHQ (Payments) - 37m Series A led by @leftlanecap 💵 Airdrops • @variational_io plans $VAR TGE in Q4 2026 with a 32% genesis airdrop 🖥 Videos & Podcasts • @the_defi_report - Why We’re Going Full Risk-On — chungdailynote.com ❤️

2026/9/23 Today's Newsletter 📰 News • NYSE and Blockchain. com to explore selling tokenized versions of US-listed stocks • Canada's six biggest banks launch a joint tokenized deposits project for 24/7 blockchain payments • Forward Industries closes a $25M direct offering to buy SOL for its treasury • OpenAI brings GPT-6 Astra's capabilities to faster cheaper models with Sol and Luna 👍 Good Reads • @CryptoHayes - Safety First • @RaoulGMI - Everything Will Be a Token • @BlackRock - The Machine-Native Economy 🔔 New Protocols • @hyperlink_xyz • @DeedEstate 💰 Crypto Fundraising • @atumhq (Payments) - 13.5m • @infiniFi (DeFi) - 3m Seed led by @ElectricCapital 💵 Airdrops • @0xpostrich - @QFEX Farming Strategy 🖥 Videos & Podcasts • @docXBT - My Highest Conviction Bets For This Crypto Cycle — chungdailynote.com ❤️

2026/9/22 Today's Newsletter 📰 News • BitMine bought 27,562 ETH last week • Strive added 1,355 BTC for $107.7M with holdings now at 26,355 • CME to launch Bitcoin Cash and Uniswap futures • Binance invests $100M in Circle equity • X adds live stock and crypto prices to the feed via cashtags • @SpaceXAI launches Grok 4.7 for coding and knowledge work • Anthropic launches Claude Opus 5.5 at 40% lower cost 👍 Good Reads • @Delphi_Digital - The Emerging Onchain Equity Market • @0xNairolf - An explanation of @prlnet, in (very) simple terms. 🔔 New Protocols • @trophy_xyz • @lightlending 💰 Crypto Fundraising • @0xinfini (Payments) - 6m Seed • @XStableRWA (Exchange) - $TBD • @catchback_cards (Exchange) - 8m Seed led by @FoundationCap 💵 Airdrops • @jumperapp announced its token $JUMP 🖥 Videos & Podcasts • @virtualbacon - Bitcoin Broke Out. $90,000 Next Or $78,000 First? — chungdailynote.com ❤️

2026/9/21 Today's Newsletter 📰 News • Strategy added 950 BTC with holdings now at 846,000 • European Central Bank launches digital euro payments for tokenized interbank transactions • Hyperliquid surpasses Nasdaq and the London Stock Exchange in market valuation • Kalshi crypto trading volumes face wash trading allegations • Coinbase opens IPO access to US retail users 👍 Good Reads • @gregisenberg - AI-native services: a $100B opportunity • @KonstantinPilz - How much AI revenue comes from open vs closed models? 🔔 New Protocols • @Tickr_co • @MeridianCapDAO • @UseNosh 💰 Crypto Fundraising • @PonyGoWeb3 (DeFi) - 2m Strategic investment from @Blockin_VC • @Travix_fi (Exchange) - $TBD Seed investment from @ambergroup_io 💵 Airdrops • @PerleLabs airdrop claim 🖥 Videos & Podcasts • @jvisserlabs - The Market Didn’t Crash, Humanity Didn’t Die — But Crypto Just Broke Out • @notthreadguy - The Second Crypto Money, the Derive Trade & Why Ethereum Isn't Money — chungdailynote.com ❤️

2026/9/20 Today's Newsletter 📰 News • CFTC files new rulemaking to regulate crypto transactions and markets • Saudi Arabia exits Chinese-led digital currency project built to cut dollar dependence • Binance launches 24/7 FX perpetual futures with up to 100x leverage • US sanctions crypto exchange BitBank for supporting the Iranian government • President Trump announces the creation of an "AI Force" and says AI could make up 25% of US GDP • Anthropic shifts planned IPO to November • Google's Gemini AI agent hacks three companies 👍 Good Reads • @citrini - Robotics Tipping Point: A Citrini Field Trip • @Goldchau_eth - AI moves fast. Organizations move slow 🔔 New Protocols • @snarklist • @fablesfi 💰 Crypto Fundraising • @dtcpay_official (Payments) - 15m Extended Series A • @tenkafinance (RWA) - 2m Pre-Seed led by @Maven11Capital 💵 Airdrops • @dawninternet bytes rewards program 🖥 Videos & Podcasts • @_choppingblock - CLARITY Dies, LAPTOP Rugs, & the AI Pause • @theempirepod - CLARITY Failed, Many Stablecoins Debate, Circle Launches Arc & Meta's AI Edge | Weekly Roundup • @Bankless - Crypto Just Passed Another Major Test — chungdailynote.com ❤️

2026/9/17 Today's Newsletter 📰 News • The Federal Reserve hikes interest rates by 25bps in its first rate hike since July 2023 • Fed expects one more rate hike this year • SEC approves temporary exemption for limited onchain tokenized stock trading • US House Committee advances Strategic Bitcoin Reserve bill • S&P Global to acquire OpenZeppelin 👍 Good Reads • @reidhoffman - AI for All Americans • @RohOnChain - How to Use GPT-6 Astra to Build Complex Mathematical Trading Models 🔔 New Protocols • @fazedotfun • @derpetual 💰 Crypto Fundraising • @tarecredit (RWA) - 13.25m Seed led by @bcap 💵 Airdrops • @playcambria airdrop opt-in is live 🖥 Videos & Podcasts • @virtualbacon - FED Isn't Done Hiking. Will BTC Finally dip to 70k? — chungdailynote.com ❤️

2026/9/16 Today's Newsletter 📰 News • Senate fails to advance the CLARITY Act in cloture vote • CFTC says it will issue crypto rules despite the Senate failing to pass the CLARITY Act • Deutsche Bank launches crypto custody for institutions • Kraken's parent company Payward to offer Hyperliquid perpetual futures to US clients • @arc mainnet is live with USDC as native gas and sub-second finality • Robinhood employees charged with commodities fraud for insider trading on Hyperliquid 👍 Good Reads • @ahnchrisj - The Next Insurance Giants • @AmirOrmu - Arc tools list 🔔 New Protocols • @Arguspad • @TollyLabs 💰 Crypto Fundraising • @USDai_Official (RWA) - 40m investment from @k3_capital 💵 Airdrops • @tread_fi TGE 🖥 Videos & Podcasts • @bot - Day 1: Grok Bot Galaxy Livestream — chungdailynote.com ❤️

2026/9/15 Today's Newsletter 📰 News • Republicans reject Democrats' CLARITY Act counter-offer as negotiations remain deadlocked • US House unveils new crypto tax bill • DOJ says millions in Iranian oil proceeds were laundered on Binance • Apple launches Siri AI with personal context and Gemini integration 👍 Good Reads • @jack - open the frontier • @jonah_b - The Copycat Trap: Crypto's Lessons for AI 🔔 New Protocols • @SockMarketIO • @Starcap_xyz 💰 Crypto Fundraising • @tZERO (RWA) - $TBD • @deadstock_app (RWA) - 2.5m Seed led by @Bullish • @FinloopHK (RWA) - 10m Extended Series A • @velocityxyz_ (Payments) - 10m Extended Series A • Fincоm (Payments) - 20m Seed led by @expa 💵 Airdrops • @opensea dropped a surprise for select traders on OpenSea Mobile • @jumperapp launched XP Recovery 🖥 Videos & Podcasts • @theallinpod - Jensen Huang: The Doomer Hoax, Superintelligence is Here, and The Future of AI (ft. President Trump) — chungdailynote.com ❤️

2026/9/14 Today's Newsletter 📰 News • President Trump agrees to new bipartisan ethics provisions in the CLARITY Act • US Senators release the final draft of the CLARITY Act for a vote on Tuesday • Strategy repurchased $139M of $STRC • BitMine Immersion buys another 27,180 ETH • Robinhood CEO Vlad Tenev says in-kind redemption and voting are coming to Robinhood Stock Tokens 👍 Good Reads • @thedankoe - You need to be delusional if you want to succeed • @FourPillarsFP - Why Crypto Businesses All Look the Same Now 🔔 New Protocols • @underdogdotai • @TradeOnS1 • @fantadottop 💰 Crypto Fundraising • @KaikoData (Analytics Platform) - 57m Extended Series B led by @SPGlobal 💵 Airdrops - 🖥 Videos & Podcasts • @jvisserlabs - Linear vs. Exponential: AGI Has Arrived But Oil, Bonds and the Fed Oh My — chungdailynote.com ❤️

2026/9/13 Today's Newsletter 📰 News • US CPI 3.4% YoY and core CPI 2.4% YoY. Both in line • US 30-year yield tops 5.39% for the first time since 2004 • Coinbase says it has a "backup plan" if the CLARITY Act does not pass • UK Lords back amendment forcing the government to draft a national crypto strategy • Canada's banking regulator clears banks to launch blockchain deposit products in 2026 • Italy's second-largest bank is exploring crypto custody brokerage and tokenized investments • Nvidia may invest up to $10B to anchor Anthropic's IPO which could raise $100B at a $2T valuation • OpenAI CEO Sam Altman said the upcoming IPO is ill-timed and has been delayed until 2027 • Elon Musk backs Anthropic CEO Dario Amodei's call for the AI industry to slow down development • Trump rejects tech industry calls to slow AI development • @cursor_ai launches Projects giving AI coding agents persistent memory and scheduled tasks 👍 Good Reads • @DarioAmodei - We Must Pace the Frontier • @BinanceResearch - When Stocks Become On-Chain Assets • @castle_labs - The Evolution of RWA Trading Onchain: Variational Swaps • @redphone - Welcome to Hotel F*cking California, TradFi 🔔 New Protocols • @GetCreamApp • @strattonmrkt • @yieldgrid • @PawnHouseLIQ 💰 Crypto Fundraising • @TINA_GeoDePIN (DePIN) - 3m 💵 Airdrops - 🖥 Videos & Podcasts • @0xSteadyLads - Taiki: The Trading Chad • @theempirepod - Memecoins Are Stress-Testing The Future Of Tokenized Stocks | Weekly Roundup • @_choppingblock - FOMO Founder Defends Memecoins + AMC vs Robinhood — chungdailynote.com ❤️

2026/9/10 Today's Newsletter 📰 News • US PPI ran hot at 5.4% YoY versus 5.3% expected but core PPI came in soft at 0.2% MoM • Nasdaq is investing $100M in Kraken parent Payward at a $21B valuation • @Pumpfun adds stock pairs to its platform • Multi-factor authentication is now live for all @fomo users 👍 Good Reads • @Bankless - Fearing Frontier Labs, Longing Inference Markets • @Evan_ss6 - Have Fun Staying Poor 🔔 New Protocols • @OrviaSystems • @BrettonWoodsFDN 💰 Crypto Fundraising • @RealGoOfficial (GameFi) - 6m Strategic 💵 Airdrops - 🖥 Videos & Podcasts • @virtualbacon - The Last Chance to Buy Bitcoin is Coming. Don't Miss It Again. — chungdailynote.com ❤️

2026/9/9 Today's Newsletter 📰 News • Fed now projected to hike 25bps next week • Germany to end tax-free crypto gains with a 25% flat tax from 2028 • MetaMask splits from Consensys to operate as an independent company • Hunter Biden's $LAPTOP fell 99.11% within 90 minutes of launch • Kimi under scrutiny as US agencies allege Chinese AI firms copied American frontier models at scale 👍 Good Reads • @hilbertspaess - Anthropic researcher quits over AI safety concerns • @jinglingcookies - cash-settled or physically-settled compute futures? 🔔 New Protocols • @404FNF • @attentionmine • @themutualfun 💰 Crypto Fundraising • @rtp (Payments) - 35m Series A led by @oakhcft 💵 Airdrops - 🖥 Videos & Podcasts • @notthreadguy - Learning About Onchain Stocks, Hunter Biden's Coin, and AI — chungdailynote.com ❤️