CVALPHA_NEWS
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CV ALPHA: The Intelligence Layer for Web3, AI media & infras helping founders scale & reach investors
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کانال CVALPHA_NEWS (@cvalpha_news) در بخش زبانی انگلیسی بازیگری فعال است. در حال حاضر جامعه شامل 59 671 مشترک است و جایگاه 1 957 را در دسته رمزارزها و رتبه 482 را در منطقه ماليزيا دارد.
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“CV ALPHA: The Intelligence Layer for Web3, AI media & infras helping founders scale & reach investors”
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آرشیو پست ها
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Perceptron Network: Turning Idle Bandwidth Into AI Training Data
Perceptron Network, formerly Block Mesh Network, is a decentralized AI data network where contributors run lightweight browser or mobile nodes to share idle bandwidth and complete data quests, earning $PERC tokens and reputation-based rewards in return. The network positions itself between limited centralized scraping tools and closed data partnerships most AI startups can't access.
Perceptron closed a $6.5 million strategic round on July 30, 2026, backed by Sigma Capital, Selini Capital, QCP Capital, P2 Ventures, CoinDCX Ventures, and a dozen other Web3 investors and infrastructure partners. The network is currently live across roughly 700,000–800,000+ nodes in over 150 countries, with 300,000+ daily active contributors, and is targeting a longer-term scale of 5 million nodes as its Data Questing platform rolls out through 2026 and 2027.
Full breakdown: https://x.com/CVAgentlauncher/status/2092610237173797140
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Coldcard Exploit Update - Losses Now at $115M
Galaxy Research has revised its Coldcard exploit estimate to 1,789.28 BTC drained across 8,865 addresses, worth approximately $114.7M at time of theft (about $138.8M at current prices).
The root cause traces to a March 2021 firmware flaw that weakened seed entropy on affected devices, letting attackers derive private keys remotely without physical access. Thefts began July 30, and Galaxy has found no confirmed attacker activity since August 6, though victim reports keep surfacing and pushing the tally higher.
Key detail: median loss per address was just 0.00152 BTC, but affected wallets had sat dormant a median of 3.2 years, showing most victims were long-term holders who believed their coins were safe. Including medium-confidence addresses, Galaxy says the total could reach roughly 1,824 BTC (~$140M).
Most stolen funds remain unmoved in attacker addresses. Galaxy has shared identified addresses with exchanges and law enforcement.
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BTC is having its best week in over two years.
Bitcoin's up in the $75,000-77,000 range today, after starting the week near $64,000. It topped $76,000-77,000 intraday, up roughly 7-9% in 24 hours and 19-21% for the week, marking the highest levels since late May and putting it on track for the strongest weekly performance in more than two years. Market cap is back above $1.5 trillion, though still about 39% off the October 2025 all-time high near $126,000.
A few things are driving it:
• Treasury announced it's at least doubling long-dated bond buybacks, minimum ~$4B per operation starting in September, easing yields and getting risk appetite moving again
• Billions in shorts got liquidated, $1B+ in the latest 24 hours and $3-4B over multiple days, with the forced covering adding real fuel to the rally
• Spot Bitcoin ETFs pulled in ~$606M on Wednesday, following ~$517M the day before
• Trump met with crypto executives and pushed for CLARITY Act passage, with the SEC and CFTC both sending friendlier signals
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Fluid: Unifying DeFi Lending, Borrowing, and Trading
Fluid, built by the team behind Instadapp, is a capital-efficient DeFi liquidity layer that shares collateral across lending, vaults, and DEX activity instead of isolating it. Its core innovation, "smart collateral" and "smart debt," lets deposited assets earn lending interest and swap fees simultaneously, enabling higher loan-to-value ratios and tighter spreads than traditional lending protocols.
The protocol currently holds approximately $797M in TVL across 6 chains (Ethereum, Arbitrum, Base, Polygon, and Plasma), with roughly $1.44B in active borrowed positions and an annualized revenue run rate near $12.38M. On July 30, 2026, Taiwan-based VC AppWorks disclosed a strategic investment in the FLUID token, backing co-founder Samyak Jain's rebuilt architecture following Instadapp's prior run to roughly $12B in TVL.
Full breakdown: https://x.com/CVAgentlauncher/status/2090073484189966457
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Top 7 Token Unlocks This Week
1. AKE @akedofun - $21.11M unlock on Aug 21. 2.10B tokens (2.11% of supply), 9.25% of its $228.4M market cap.
2. ZRO @LayerZero_Labs - $20.11M unlock on Aug 20. 25.71M tokens (2.57% of supply), 7.28% of its $276.40M market cap.
3. Kaito @KaitoAI - $11.31M unlock on Aug 20. 32.60M tokens (3.26% of supply), 13.5% of its $83.77M market cap, the highest unlock-to-cap ratio this week.
4. YZY - $8.15M unlock on Aug 21. 28.00M tokens (2.80% of supply), 2.80% of its $291.12M market cap.
5. PYBOBO @Capybobo_io - $5.21M unlock on Aug 21. 6.75B tokens (6.76% of supply), 6.76% of its $77.24M market cap.
6. PENGU @pudgypenguins - $4.19M unlock on Aug 17. 703.50M tokens (0.27% of supply), 1.12% of its $374.53M market cap, the lowest unlock-to-cap ratio this week.
7. SENT @SentientAGI - $4.05M unlock on Aug 22. 318.36M tokens (0.93% of supply), 4.40% of its $92.09M market cap.
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The SEC's first major crypto rulemaking was cancelled.
The agency had been set to propose "Regulation Crypto," a tailored offering regime letting certain crypto investment contracts raise capital without triggering SEC registration requirements, with an eventual exit path once a project is no longer under active management. The Friday meeting was cancelled in an end-of-day statement, with an SEC spokesperson citing "an unforeseen scheduling issue" and moving the meeting to "a later date."
Reg Crypto had been central to Chair Paul Atkins' regulatory agenda, and the industry had looked to the SEC to move first as the CLARITY Act stalls in the Senate. The SEC's parallel "innovation exemption" for tokenized securities is also expected to face delay.
With Reg Crypto now postponed and CLARITY's Senate prospects still uncertain heading into September, the industry is back to watching two stalled tracks instead of one clear path forward.
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Dow Protocol: E-Commerce Financing Meets RWA
Dow Protocol is a Real-World Asset platform offering blockchain-based working capital financing for cross-border e-commerce merchants, addressing the common gap between continuous sales activity and delayed settlement. The protocol underwrites financing using merchants' real sales receivables and operational data, with stablecoin-based repayment structured to compress traditional lending timelines. Beyond financing, Dow Protocol is building toward a broader programmable layer for on-chain financial coordination, covering repayment, settlement, liquidation, and claims as automated workflows.
The project closed a $9 million seed round on July 28, 2026, led by MH Ventures, with participation from OKX Ventures, Animoca Brands, Arcane Group, Essentia Partners, and Quartet Group. It remains at an early, seed-funded stage with no live product data yet available.
Full breakdown: https://x.com/CVAgentlauncher/status/2087477333741732035
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Trump Media posted a $238 million net loss in Q2, driven largely by unrealized crypto losses.
The company reported $190.4 million in unrealized losses across digital assets, pledged digital assets, and equity securities, and plans a more disciplined treasury framework to manage volatility. Bitcoin holdings were roughly flat through Q2 at 9,477.16 BTC, but the company stepped up exposure in July, selling $159.6 million in Bitcoin-related securities to fund purchases and bringing total holdings to approximately 14,139 BTC (~$890.5M) by July 31. It also disclosed deploying part of its Bitcoin through lending and yield-generating arrangements, flagging counterparty credit risk if a partner becomes insolvent.
Does active yield generation make sense for a public company's Bitcoin treasury, or does it defeat the purpose of holding it as a reserve asset?
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The UK's FCA is preparing a regulatory framework for tokenized gold.
The regulator has been in talks with banks and industry participants on rules for tokenized gold, including its potential use as collateral in wholesale markets.
London accounts for roughly 70% of global notional gold trading volume, making it the world's largest OTC gold hub.
The move sits inside a broader UK tokenization push. A government-backed industry task force said in July that tokenization could add up to £33 billion ($44 billion) to the UK's annual economic output by 2035, with a roadmap targeting the UK's first tokenized government bond by early 2027.
Tokenized gold as bank-grade collateral would mark a meaningful step in bringing a $trillion-plus physical asset class onchain within a regulated wholesale framework, worth watching as the FCA's proposals take shape.
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Robinhood just turned its brokerage into a blockchain.
Robinhood Chain went live July 1 with Chainlink, Uniswap, and Morpho on day one, tokenized Stock Tokens (NVDA, GOOG, AAPL) live in 120+ countries, and TVL that's already climbed into the hundreds of millions.
We broke down the architecture, the launch ecosystem, and where the TVL numbers actually diverge across data providers, on X:https://x.com/CVAgentlauncher/status/2084979566226055364
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The Coldcard hack has tripled in under a week, now at $116 million.
Galaxy Research confirmed a fourth wave of thefts on August 3, pulling roughly 449 BTC from Coldcard-generated wallets. Total losses now stand at 1,816 BTC (~$116M) across more than 5,200 addresses, up from an initial $30M in the first ten minutes of the exploit.
Galaxy's Alex Thorn says the Wave 4 sweep rate hit 13.8 transfers per block, roughly 45x the pre-incident baseline of 0.3, a pattern he attributes to multiple groups independently draining exposed addresses rather than one actor working sequentially.
The root cause traces to a 2021 Coldcard firmware update that weakened seed-generation randomness, leaving any wallet created on that firmware theoretically guessable. Coinkite has urged all affected users to migrate funds immediately.
With the exposure window now confirmed at five-plus years, the question is how many vulnerable addresses remain undiscovered, and whether Wave 5 is already forming.
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Two hacks, opposite reflexes: FTX drained exchanges, Coldcard is refilling them.
Bitcoin holders are moving coins onto exchanges after the July 30 Coldcard hardware wallet exploit, the reverse of the self-custody rush that followed FTX's 2022 collapse.
CryptoQuant's Julio Moreno reported small deposits under 10 BTC spiked to 7,300 BTC on July 31, the highest since Feb 6, with combined sub-1 BTC transfers hitting 39,600 BTC, just below the 39,900 BTC moved the day after FTX's bankruptcy filing.
Sani of Timechainindex confirmed net exchange inflows of 11,163 BTC that day, led by River, Binance, Kraken, and OKX.
The exploit traces to a March 2021 firmware flaw letting some Coldcard units generate predictable seeds, exposing private keys. Galaxy Research puts estimated losses at roughly 1,367 BTC across 4,500-plus addresses.
FTX exposed exchange risk and pushed holders to self-custody. Coldcard exposes self-custody risk and is pushing some back.
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July Closed Out With Bitcoin Clawing Back, But Catalysts Fading
$BTC closed July trading around $64,700 to $65,000, recovering from a $58,000 low earlier in the month, even as spot ETFs remain on track for the smallest monthly inflows on record.
$JPM flagged fading odds for the CLARITY Act as a key catalyst removed for crypto, after the Senate shelved the bill on July 27 to focus its limited floor time elsewhere. Senators reportedly sent revised ethics language on the bill to the White House today.
$MSTR booked an $8.2 billion Q2 loss on bitcoin's price decline, while $COIN shares fell 5% after missing Q2 revenue estimates.
With ETF inflows drying up and a major legislative catalyst fading in the same month, which matters more to you for where BTC heads next: the ETF flow trend, or the regulatory outlook?
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BitMEX and BitMart Both Announce Shutdowns Within Three Days
BitMEX, the platform that introduced 100x leverage perpetual swaps in 2014 and defined the crypto derivatives space for years, will fully cease operations on September 23 following a strategic review by owner HDR Global Trading. Reduce-only trading begins August 26. BMEX dropped over 90% on the news, as newer platforms chipped away at its lead.
Three days later, BitMart followed. New sign-ups, deposits, and trades stopped July 26. All trading ends August 26, full closure by January 31, 2027. No real reason given beyond "operating conditions and strategic direction." BMX fell 58 to 70% within 24 hours.
Both follow AscendEX's July 1 shutdown, tied to a missed MiCA deadline and a failed liquidity deal.
One shaped an entire product category. One was still moving billions a day. Both landed in the same place.
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✨Largest funding round of the week✨
@augustus_bank Raises $180M to Build a Federally Chartered Clearing Bank for the Stablecoin Era
Augustus, a startup building a federally chartered clearing bank for fintechs and financial institutions, raised $180 million to expand its dollar payment infrastructure
The Series B, led by Tiger Global, valued the company at $1B, with Hummingbird, QED, and founders of Nubank, Ramp, Circle, and Deel also participating. Rather than targeting stablecoin issuance directly, Augustus is going after correspondent banking - the slower, less visible layer where CEO Ferdinand Dabitz says distribution breaks down. The company already clears euros through a regulated Finnish entity, processing billions annually for clients including Kraken, and holds conditional OCC approval for a U.S. bank charter to add direct dollar clearing.
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Alpha Project Radar: Kalshi
Kalshi (@Kalshi) is a CFTC-regulated prediction market platform where users trade yes/no contracts on real-world events - elections, economics, sports, weather - priced 1¢–99¢ to reflect market-implied probability.
Founded 2018 by Tarek Mansour and Luana Lopes Lara, it launched in 2021 as the first fully regulated U.S. prediction market. It's since expanded into crypto, supporting crypto deposits and tokenizing select markets on Solana for on-chain access.
Backed by Paradigm, a16z, and Sequoia at reported valuations of $2B–$5B, Kalshi has seen strong volume growth (notably sports and elections) and is now live with thousands of markets across politics, economics, sports, and climate.
Full breakdown: https://x.com/CVAgentlauncher/status/2079881696657260724
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🚀 Alpha Project Radar: Stellar (XLM)
Stellar is a mature Layer-1 blockchain built for fast, ultra-low-cost cross-border payments, asset tokenization, and bridging TradFi with crypto. Native token XLM (Lumens) powers the network with ~5-second finality via Stellar Consensus Protocol (SCP) — a secure, energy-efficient Federated Byzantine Agreement model.
Key Strengths:
- Excellent for remittances and stablecoins (USDC, EURC volume surging)
- Strong RWA/tokenization growth ($2B+ on-chain in Q1 2026)
- 500k+ fiat on/off-ramps worldwide - institutional & compliance focus via Stellar Development Foundation
Recent highlights: Protocol upgrades, Quantum Preparedness Plan, DTCC partnership momentum, and solid developer growth.
Market stats: ~$6.78B MC, circulating ~34B / max 50B XLM.
Stellar delivers real utility in payments and financial inclusion - a quiet powerhouse in the 2026 tokenized economy.
Read More on X: https://x.com/CVAgentlauncher/status/2077335977262260664
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⚡️ Upcoming Token Launches in Q3 2026
Q3 2026 is set to be one of the most concentrated TGE windows of this cycle, with prediction markets, NFT infrastructure, stablecoin issuers, and exchange-backed L2s all converging on token launches within the same quarter.
Polymarket leads the disclosed raises at $2.87B - including a $2B investment from ICE, parent company of the NYSE — ahead of OpenSea ($425.1M) and Circle's Arc ($222M). Kraken's Ink and potentially Base round out the exchange-backed contingent, alongside a broader wave of perp DEXs and infrastructure projects with launches expected this quarter.
With this many high-profile debuts competing for liquidity in a single window, capital allocation across these launches will be one of the defining dynamics of H2 2026.
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Alpha Project Radar: Claude by Anthropic
Claude (@claudeai) is Anthropic's flagship frontier AI model family, built for advanced reasoning, coding, analysis, and content creation with a strong focus on safety through Constitutional AI.
Claude powers consumer, developer, and enterprise applications via claude.ai, API, Claude Code, Projects, and Artifacts. Models include Haiku (fast), Sonnet (balanced), and Opus (most capable), supporting long context, tool use, and agentic workflows.
In the 2026 AI landscape, Claude is a leading platform for reliable AI agents, coding, and enterprise productivity. Continuous model upgrades, expanded integrations, and millions of users reinforce its position at the frontier of AI.
While there is no native token, Claude's real-world adoption, developer ecosystem, and emphasis on safe, high-quality outputs make it one of the most influential AI platforms today.
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The 2026 World Cup isn't just a football tournament. It's where AI, crypto, and prediction markets are all colliding in real time and the numbers are getting serious.
Read more to understand why: https://x.com/CVAgentlauncher/status/2074431979479875765
