Chung Daily Note📒

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 ❤️

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 ❤️

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 ❤️

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 ❤️

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 ❤️

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 ❤️

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 ❤️

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

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 ❤️

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 ❤️

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

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 ❤️

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 ❤️

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 ❤️

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 ❤️

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 ❤️

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 ❤️

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 ❤️

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 ❤️

2026/6/30 🇳🇴 Today's Newsletter 📰 News • UK unveils crypto rules and eases capital requirements for stablecoin issuers • Visa, Stripe, Mastercard, BlackRock, Coinbase, and others to launch OUSD stablecoin • OpenAI cuts inference costs by 50%+, requiring fewer Nvidia chips 👍 Good Reads • @coingecko - TradFi on Crypto Exchanges Report 2026 • @lacey_wisdom - Robotics — The new arms race? 🔔 New Protocols • @tryoddsfun • @clawpumptech 💰 Crypto Fundraising - 💵 Airdrops • @hi_vecna - 25+ Airdrops That Could Print in 2026 🖥 Videos & Podcasts • @virtualbacon - Saylor Plans to sell $1.25B of Bitcoin. Good or Bad for BTC? • @jvisserlabs - Hyperscalers Are Collapsing. Is the AI "Bubble" Crashing or Consolidating? — chungdailynote.com ❤️