Chung Daily Note📒

2026/11/3 Today‘s Newsletter 📰 News • Trump says he won’t strike Iran post-election • CFTC approves perpetual futures trading on individual US stocks • North Korea denies involvement in the Binance hack 👍 Good Reads • @binance - 29 October Binance Security Incident: Initial Findings and Response Update • @daisydwolf - The State of Longevity 🔔 New Protocols • @pocketpad_io • @runupdotfun 💰 Crypto Fundraising • @lo_tech (Brokerage) - 12m Series A led by @MMC_Ventures • @crshmarket (Prediction Markets) - 3.5m Seed led by @6thManVentures • PropHub (Infrastructure) - $TBD Strategic led by @MerchantSeven 💵 Airdrops - 🖥 Videos & Podcasts • @virtualbacon - Midterm Elections Today: What Happens to Bitcoin? — chungdailynote.com ❤️

2026/11/2 Today‘s Newsletter 📰 News • Coinbase increases its Bitcoin holdings to 18,000 BTC • Strategy bought 811 BTC • Strive acquired 124 BTC • BitMine adds 8,573 ETH • US Secret Service continues investigating the $6.3B Binance hack • Brazil’s largest crypto exchange Mercado Bitcoin suspends transfers following a reported $40M hack • Abu Dhabi signs four AI deals with OpenAI covering government, energy, and investment 👍 Good Reads • @kwharrison13 - The McDonaldization of Venture Capital • @minnus - Pearl: Bitcoin for AI? 🔔 New Protocols • @perpmefun • @darkwoodslabs 💰 Crypto Fundraising • @StableStock (Brokerage) - $TBD Strategic • @BloquoFinance (Payments) - 3.7m Seed led by Triaxis Capital and Crescera Capital 💵 Airdrops - 🖥 Videos & Podcasts • @jvisserlabs - The New Market Structure: AI Concentration and the Largest Hedge Fund Degrossing in 10 Years — chungdailynote.com ❤️

2026/11/1 Today’s Newsletter 📰 News • Binance says funds are safe and it will cover all hacking losses • Binance commits over $6.34B of its own funds to cover the hack • Binance reopens withdrawals in phases • Trump says the US is “looking at” North Korea’s possible role in the Binance hack • FBI attributes the $6B Binance hack to North Korea • CFTC proposes new cybersecurity rules for crypto exchanges • ICE walks back @tradexyz announcement language to “plan to bring” and “subject to regulatory approvals.” • Moscow Exchange to open crypto trading across all sessions from December 1 • Polymarket fixed an issue on its international platform caused by a compromised third-party provider and says affected users will be made whole • OpenAI raised about $11B against an initial $30B target 👍 Good Reads • @VitalikButerin - Digital minimalism • @FredaDuan - 10 takes Ffrom 50 conversations at the robotics frontier 🔔 New Protocols • @PeaksTrade • @adeepabyss 💰 Crypto Fundraising - 💵 Airdrops - 🖥 Videos & Podcasts • @theallinpod - Anthropic S-1 Shocker, Greatest Business Ever? Google’s $500B Wipeout, Midterm Predictions • @_choppingblock - Binance Hack, YC On Crypto + Ice X Hyperliquid — chungdailynote.com ❤️

2026/10/29 Today‘s Newsletter 📰 News • Fed keeps rates steady at 3.75-4% • Dubai royal-backed Standard Asset Company launches $1.5B Bitcoin strategy • Bloomberg and two trading firms will pay Truth Social for faster access to Trump’s posts • NYSE owner to bring Hyperliquid perpetual futures to regulated US markets • Druckenmiller among others backing @tradexyz in Hyperliquid’s US entry push • Bithumb breach exposed 6,444 customer records including ID documents and bank details though funds remain secure • Google launches Gemini 4 Carbon 👍 Good Reads • @shaundadevens - Trade[XYZ] × ICE: Bringing Hyperliquid to TradFi • @sebbydavies - The Container Is Only Half the Story 🔔 New Protocols • @squeekchain • @hunchdotcool 💰 Crypto Fundraising • @Kalshi (Prediction Markets) - 1B Series G led by @sequoia @wellingtonmgt • @ibisfinancialHQ (RWA) - $TBD Pre-Seed led by @FalconXGlobal • @PhotonPay (Payments) - 40m Series C led by @bcap 💵 Airdrops • @playcambria airdrop 🖥 Videos & Podcasts • @KevinWSHPod - Tristan Thompson: Why This NBA Champion Is Betting on Crypto (and why you should too) | E192 — chungdailynote.com ❤️

2026/10/28 Today‘s Newsletter 📰 News • Thailand’s Supreme Court rules Bitcoin is legal property • Synthetix and Infinex merge teams and tease mobile trading app Motion • Google DeepMind unveils Genie 4 with native audio and real-time control 👍 Good Reads • @momilio - The Biggest Opportunity In Crypto • @jt_rose - Owning a piece of the AI economy 🔔 New Protocols • @weavr_ai • @alcove_wallet 💰 Crypto Fundraising • @BirchHill_io (RWA) - 4m Seed led by @multicoin • @cancore_io (Exchange) - 7.2m Seed • @hyperbolic_labs (AI) - 30m Extended Series A led by @walden_catalyst • @spicenet (Interoperability) - 5m Series A led by @daofive • @0xPredicate (Compliance) - 8m Series A led by @bcap • @luxor (Mining and Compute) - 16m Strategic led by @CMT_Digital 💵 Airdrops • @predictdotfun season one airdrop 🖥 Videos & Podcasts • @InvestLikeBest - What's Still Valuable When Intelligence Is Free — chungdailynote.com ❤️

2026/10/28 Today‘s Newsletter 📰 News • Thailand’s Supreme Court rules Bitcoin is legal property • Synthetix and Infinex merge teams and tease mobile trading app Motion • Google DeepMind unveils Genie 4 with native audio and real-time control 👍 Good Reads • @momilio - The Biggest Opportunity In Crypto • @jt_rose - Owning a piece of the AI economy 🔔 New Protocols • @weavr_ai • @alcove_wallet 💰 Crypto Fundraising • @BirchHill_io (RWA) - 4m Seed led by @multicoin • @cancore_io (Exchange) - 7.2m Seed • @hyperbolic_labs (AI) - 30m Extended Series A led by @walden_catalyst • @spicenet (Interoperability) - 5m Series A led by @daofive • @0xPredicate (Compliance) - 8m Series A led by @bcap • @luxor (Mining and Compute) - 16m Strategic led by @CMT_Digital 💵 Airdrops • @predictdotfun season one airdrop 🖥 Videos & Podcasts • @InvestLikeBest - What‘s Still Valuable When Intelligence Is Free — chungdailynote.com ❤️

2026/10/27 Today‘s Newsletter 📰 News • NBA becomes third league to sign with Kalshi and Polymarket • Ripple receives full US regulatory approval to operate as a national trust bank • OpenAI releases GPT-6.1 Terra 👍 Good Reads • @CryptoHayes - The Trifecta • @castle_labs - The Next-Gen DEX @metricxyz 🔔 New Protocols • @LegosXIO • @silicon_exch 💰 Crypto Fundraising • @Mochatradeapp (Exchange) - 5.5m Seed led by @coinfund 💵 Airdrops • @hibachi_xyz ends its points program on November 8 • @AntSeed points program 🖥 Videos & Podcasts • @virtualbacon - The Bitcoin Capitulation and Next Rally Up — chungdailynote.com ❤️

2026/10/26 Today’s Newsletter 📰 News • Vanguard with $13.3T under management buys $7.5M of Metaplanet shares • BitMine added 10,452 ETH • CZ confirms a new parallel high-speed L1 for BNB Chain • Anthropic files for US IPO • Elon Musk warns lenders have cut off funding to AI data center-dependent companies 👍 Good Reads • @intangiblecoins - Why Now Is the Time to Add and Hold BTC • @lsukernik - Sandcastles 🔔 New Protocols • @veilzk • @DarkSwapApp 💰 Crypto Fundraising • @fun (Payments) - $TBD investment from @IOSGVC 💵 Airdrops • @StandX_Official airdrop claim • @soneium announces $SONEIUM token with a pivot to tokenized entertainment IP 🖥 Videos & Podcasts • @_choppingblock - Black October, Banks vs. AI, Visa/Fireblocks? — chungdailynote.com ❤️

2026/10/25 Today's Newsletter 📰 News • Singapore, Malaysia, and Thailand’s central banks deepen stablecoin ties with Ripple, Visa, and Mastercard • Israeli Prime Minister Netanyahu calls for a crypto plan to counter potential sanctions • JPMorgan’s tokenized money market funds launch on Solana • Wells Fargo, Intuit, and 20 others push back on tokenized stock trading on OKX • Hyperliquid Strategies lifts buyback program from $30M to $100M • A MoveVM caching bug let an attacker drain $2.7M from Initia forcing a full network halt • Moonshot teases Kimi K3.1 👍 Good Reads • @tiger_research_ - Do Prediction Markets Deliver Real Utility? • @RWA_xyz - The Tokenized Carry Trade 🔔 New Protocols • @AtlasGPU • @ensembleio 💰 Crypto Fundraising - 💵 Airdrops • @extendedapp’s $XTEN launches November 2026 with tokenomics on October 31 🖥 Videos & Podcasts • @theallinpod - AI Cyber Panic, Ken Griffin’s Bubble Warning, The Fall of France? • @Bankless - The Internet Is Under Attack. Is Crypto Next? — chungdailynote.com ❤️

2026/10/25 Today’s Newsletter 📰 News • Singapore, Malaysia, and Thailand’s central banks deepen stablecoin ties with Ripple, Visa, and Mastercard • Israeli Prime Minister Netanyahu calls for a crypto plan to counter potential sanctions • JPMorgan’s tokenized money market funds launch on Solana • Wells Fargo, Intuit, and 20 others push back on tokenized stock trading on OKX • Hyperliquid Strategies lifts buyback program from $30M to $100M • A MoveVM caching bug let an attacker drain $2.7M from Initia forcing a full network halt • Moonshot teases Kimi K3.1 👍 Good Reads • @tiger_research_ - Do Prediction Markets Deliver Real Utility? • @RWA_xyz - The Tokenized Carry Trade 🔔 New Protocols • @AtlasGPU • @ensembleio 💰 Crypto Fundraising - 💵 Airdrops • @extendedapp’s $XTEN launches November 2026 with tokenomics on October 31 🖥 Videos & Podcasts • @theallinpod - AI Cyber Panic, Ken Griffin’s Bubble Warning, The Fall of France? • @Bankless - The Internet Is Under Attack. Is Crypto Next? — chungdailynote.com ❤️

2026/10/22 Today's Newsletter 📰 News • Swell DAO’s swETH and rswETH admin keys appear compromised • SpaceX-Tesla deal targets close before end of Trump’s term 👍 Good Reads • @Decentralisedco - Perps Will Eat Options • @Leozayaat - Agent-to-Agent Commerce 🔔 New Protocols • @IntelTrade • @dreamlabs_ai 💰 Crypto Fundraising • @whop (Payments) - 200m Series D led by @sequoia • @DatalineAI (AI) - 10.6m Seed led by @lattice_fund @DispersionVC 💵 Airdrops • @GenLayer airdrop registration 🖥 Videos & Podcasts • @virtualbacon - 1 Million Subs AMA: Why I'm So Bullish on Bitcoin and Altcoins Right Now — chungdailynote.com ❤️

2026/10/21 Today's Newsletter 📰 News • US finalizes GENIUS Act stablecoin rules • DefiLlama and Trueo launch prediction markets on protocol revenue and exploits • OpenSea’s mobile app is now open to everyone supporting 25+ chains 👍 Good Reads • @2lambro - complete guide to $PRL @prlnet • @Rightsideonly - Five DeFi Projects in the radar 🔔 New Protocols • @listendotmoney • @MontraXYZ 💰 Crypto Fundraising • @hylo_so (DeFi) - 1m Strategic led by @SolanaVentures • @HoneyB_BTC (RWA) - 5m Seed led by @PortalVentures and PEER VC • @peso_latam (Payments) - $TBD Pre-Seed led by @tether • @ereborbank (Payments) - 30m investment from @RobinhoodCrypto 💵 Airdrops • @axisrobotics airdrop claim 🖥 Videos & Podcasts • @docXBT - The Crypto Dip Buying Guide — chungdailynote.com ❤️

2026/10/20 Today's Newsletter 📰 News • Mt. Gox extends its repayment deadline by a year to October 31, 2027 • Switzerland approves its first retail spot Bitcoin ETF • Bitget plans a Thai crypto exchange acquisition • SkyAI sells all its SOL and launches a $201M buyback • @papertrade_xyz stays non-transferable to prevent manipulation via outside perp markets • OpenAI is building humanoid robots with a demo expected in 2027 • MiniMax releases M3.1 Flash with claimed frontier performance at lower cost 👍 Good Reads • @citrini - Citrini Therapeutics • @Stoiiic - auction market theory (amt) series part 4 🔔 New Protocols • @riverdotpoker • @Evolutdotfun 💰 Crypto Fundraising • @LighthouseWeb3 (AI) - 1.58m Strategic • @meow (Payments) - 31.6m Series B led by @Stifel • @mural_pay (Payments) - 15m Series A led by @tether 💵 Airdrops • Hint at a second $HYPE airdrop? 🖥 Videos & Podcasts • @hosseeb - Agents + Crypto: What's Real and What's Cope — chungdailynote.com ❤️

2026/10/19 Today's Newsletter 📰 News • Strategy buys 267 BTC • Strive buys 1,223 BTC • MARA moved 1,000 BTC worth $82.8M to Binance and Gate over five days • Tom Lee’s BitMine buys 12,535 ETH worth $30M • JPM Coin expands to Ethereum enabling 24/7 institutional settlement • Europe’s largest banking network Sparkassen opens crypto trading to customers • Binance’s AI Pro plans and tests workflows then waits for user approval 👍 Good Reads • @goodalexander - Geopolitics: Do We All Die Before RSI • @Bankless - Pearl and the Security Budget Bitcoin Can't Solve 🔔 New Protocols • @cardboard_trade • @priors_trade 💰 Crypto Fundraising - 💵 Airdrops - 🖥 Videos & Podcasts • @theempirepod - Is The AI Debt Bubble Finally Popping? | Weekly Roundup — chungdailynote.com ❤️

2026/10/18 Today's Newsletter 📰 News • MicroStrategy to be removed from MSCI indexes • Visa brings USDC payouts to Visa Direct across 180+ countries • Brokerage giant Charles Schwab opens Bitcoin and Ethereum trading to 40 million clients • Deutsche Bank to launch Bitcoin custody for its 28 million clients • Balaji’s Network School acquires Farcaster • @Lighter_xyz teases options season • Anthropic proposes AI safety law letting the government block dangerous models • Some Anthropic investors push to cut the IPO valuation from $2T to $1.5T • DeepSeek ships V4.1 Flash 1017 with better agentic coding and open MIT weights 👍 Good Reads • @a16zcrypto - Fast post-quantum signature aggregation with lattice SNARKs • @JayaGup10 - From Inference to Execution: AI’s Next Economy 🔔 New Protocols • @QuestHarness • @routr_network 💰 Crypto Fundraising • @multiliquid_xyz (Exchange) - 8m Seed led by @polychain • @SpoutFi (DeFi) - 2m Strategic 💵 Airdrops - 🖥 Videos & Podcasts • @Bankless - The Crypto Bull Market Just Got a Reality Check — chungdailynote.com ❤️

2026/10/15 Today's Newsletter 📰 News • US PPI rose to 6.3% coming in above expectations • Stripe and Plasma co-develop a new multi-currency card • Solana Foundation showcases its Shanghai office and skyline ads • Mastercard brings stablecoin payments to its global merchant network • Binance US seeks $100M at a $1B valuation with Trump’s World Liberty passing on the deal • The first White House AI task force meeting is tomorrow 👍 Good Reads • @_varunnair - What Robot Deployments are Actually Automating • @BlockworksAdv - The State of Crypto Inference Providers 🔔 New Protocols • @renaiss_fi • @paboxoxyz 💰 Crypto Fundraising • @FissionXYZ (Brokerage) - 10m Series A led by @PanteraCapital • @AIsaOneHQ (AI) - $TBD investment from @tether 💵 Airdrops • @StandX_Official is shutting down and has announced a $DUSD airdrop 🖥 Videos & Podcasts • @TaikiMaeda2 - How to Make it in Crypto (without getting lucky) - @izebel_eth — chungdailynote.com ❤️

2026/10/14 Today's Newsletter 📰 News • US CPI came in at 3.7% YoY and core CPI at 2.6% YoY. Both ran slightly above estimates • France considers a 31.4% tax on crypto-to-stablecoin conversions 👍 Good Reads • @0xProfessorJo - Crypto’s Next Chapter: External Problems • @Decentralisedco - Crypto Compute Capital Markets Map 🔔 New Protocols • @bordrlessdex • @temoonchain 💰 Crypto Fundraising - 💵 Airdrops - 🖥 Videos & Podcasts • @notthreadguy - MARKET OPEN: Xbox EMBRACES AI Gaming, Crypto is in SHAMBLES, OpenAI & Anthropic are FALLING APART — chungdailynote.com ❤️

2026/10/13 Today's Newsletter 📰 News • Strive buys 3,311 BTC for $275M • UK court blocks Chinese fraud victims from reclaiming $5B in seized Bitcoin • @blur_io is shutting down its website frontend on November 12 • X unifies Grok, Cursor, and X Premium into a five-tier X Subscription • Google launches its most powerful AI model Gemini 4 Argon 👍 Good Reads • @DWFLabs - Conference Notes: TOKEN2049 Singapore 2026 • @edward_yu_var - Four Rules for Shorting Without Blowing Up 🔔 New Protocols • @trenchdotcom • @formation_so 💰 Crypto Fundraising • @EFYFinance (Payments) - $TBD Seed investment from @tether 💵 Airdrops - 🖥 Videos & Podcasts • @blackstone - SoftBank CEO Masayoshi Son: Superintelligence, AI Investing, and the Future of Robotics — chungdailynote.com ❤️

2026/10/12 Today's Newsletter 📰 News • Strategy bought 250 BTC and brought holdings to 848,250 BTC • Tom Lee’s BitMine buys 12,532 ETH worth $31M • Ethereum Foundation-linked wallets sent another 4,393 ETH to Kraken • Kraken to launch in the UAE after securing full regulatory approval 👍 Good Reads • @citrini - Breaking The Wall • @tiger_research_ - The Era of Industry: Q3 2026 Crypto Industry Investment Report • @tempst0 - Come for the Farm, Stay for the Casino @papertrade_xyz 🔔 New Protocols • @contractclaus • @HelloNavra • @UnspentLLM 💰 Crypto Fundraising • @datafdn (AI) - 30m Strategic investment from @SuiFoundation • @orbiodotso (AI) - 1.2m Seed 💵 Airdrops • @predictdotfun token incoming • @TxFlow_L1 point rules 🖥 Videos & Podcasts • @theallinpod - Is Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots • @0xSteadyLads - Steady Lads Live From TOKEN2049 in Singapore (2026) — chungdailynote.com ❤️

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