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Kanal postlari
2026/11/8
Today’s Newsletter
📰 News
• US added 165,000 jobs in October with unemployment down to 4.1%. Both beat expectations
• The 401(k) crypto rule is now at the White House for final review
• Elizabeth Warren expected to chair Senate Banking alarming Wall Street and crypto
• US Treasury cuts off MEXC Global from the financial system over sanctions evasion ties
• NEAR Intents blocked over $500M in quotes from the Binance hackers
• Kalshi launches first US-regulated single stock perps with $300M traded day one
• Hyperliquid Strategies files for FCM status with the CFTC to serve US clients on HIP-3 markets
• Major investors doubt Anthropic can hit a $1.5T IPO valuation
• OpenAI raises $11B at a $1.25T valuation
• @Muse launches voice conversations with its AI assistant
👍 Good Reads
• @a16zfrontier - When software stops being the moat
• @_SEAL_Org - TraderTraitor vs Contagious Interview - A Look at Binance's Initial Incident Report
• @UberEng - Securing AI Agents: Lessons From Real-World Deployment
🔔 New Protocols
• @H081CAP
• @sarndotfun
💰 Crypto Fundraising
• @uraniumdigital_ (RWA) - 16.5m Series A led by @bcap
• @unruggable_io (Wallet) - 500k led by @colosseum
• @TakenosApp (Payments) - 7m Extended Seed led by @NorthIslandVC and @RoadCapMgmt
💵 Airdrops
• @AmirOrmu shared a @metricxyz guide
🖥 Videos & Podcasts
• @theallinpod - Midterm Blood Bath, $4T AI Sell Off, Data Center Freeze, What’s Next for Trump
• @_choppingblock - Midterm Tsunami, Equity Perps + Uncensored Ai
—
chungdailynote.com ❤️
| 2 | 2026/11/8
Today’s Newsletter
📰 News
• US added 165,000 jobs in October with unemployment down to 4.1%. Both beat expectations
• The 401(k) crypto rule is now at the White House for final review
• Elizabeth Warren expected to chair Senate Banking alarming Wall Street and crypto
• US Treasury cuts off MEXC Global from the financial system over sanctions evasion ties
• NEAR Intents blocked over $500M in quotes from the Binance hackers
• Kalshi launches first US-regulated single stock perps with $300M traded day one
• Hyperliquid Strategies files for FCM status with the CFTC to serve US clients on HIP-3 markets
• Major investors doubt Anthropic can hit a $1.5T IPO valuation
• OpenAI raises $11B at a $1.25T valuation
• @Muse launches voice conversations with its AI assistant
👍 Good Reads
• @a16zfrontier - When software stops being the moat
• @_SEAL_Org - TraderTraitor vs Contagious Interview - A Look at Binance’s Initial Incident Report
• @UberEng - Securing AI Agents: Lessons From Real-World Deployment
🔔 New Protocols
• @H081CAP
• @sarndotfun
💰 Crypto Fundraising
• @uraniumdigital_ (RWA) - 16.5m Series A led by @bcap
• @unruggable_io (Wallet) - 500k led by @colosseum
• @TakenosApp (Payments) - 7m Extended Seed led by @NorthIslandVC and @RoadCapMgmt
💵 Airdrops
• @AmirOrmu shared a @metricxyz guide
🖥 Videos & Podcasts
• @theallinpod - Midterm Blood Bath, $4T AI Sell Off, Data Center Freeze, What’s Next for Trump
• @_choppingblock - Midterm Tsunami, Equity Perps + Uncensored Ai
—
chungdailynote.com ❤️ | 1 |
| 3 | 2026/11/5
Today‘s Newsletter
📰 News
• House Democrats plan to fold Waters’ crypto bill of rights into a broader market structure bill expanding SEC oversight over the CFTC
• House Democrats plan a wider crypto market structure bill next Congress
• Strategy’s $STRC hits $100 for the first time since May
• South Korea postpones crypto taxation to 2029
• Hong Kong passes crypto tax reporting law for exchanges
• Kazakhstan puts $100M into crypto funds including Brevan Howard Digital
• OpenAI launches Images 2.6
• SpaceX, Anthropic, and OpenAI IPOs face up to 83% insider dilution by June 2027
• Democrat calls for pausing advanced AI and banning superintelligence as the party takes Congress
👍 Good Reads
• @citrini - State of the Themes
• @DualityResearch - One Last Hurdle Before Year-End
🔔 New Protocols
• @Onlend_
• @getonmoon
💰 Crypto Fundraising
• @soter_insure (DeFi) - $TBD Series B led by @galaxyhq
💵 Airdrops
-
🖥 Videos & Podcasts
• @the_defi_report - Crypto Survived the $6.3B Binance Hack...Is the Bull Market Still Intact?
—
chungdailynote.com ❤️ | 364 |
| 4 | 2026/11/4
Today’s Newsletter
📰 News
• Democrats win both the US House and Senate
• Morgan Stanley becomes one of the first major banks to tokenize US stocks and bonds onchain
👍 Good Reads
• @thedankoe - The most lucrative AI business to start in 2027
• @RohOnChain - How to Use Grok Bot to Build a Team of AI Trading Agents
🔔 New Protocols
• @perynai
• @joinfrontier
💰 Crypto Fundraising
-
💵 Airdrops
-
🖥 Videos & Podcasts
• @docXBT - Binance Hacked - Finding The Bottom BTC
—
chungdailynote.com ❤️ | 382 |
| 5 | 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 ❤️ | 405 |
| 6 | 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 ❤️ | 406 |
| 7 | 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 ❤️ | 416 |
| 8 | 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 ❤️ | 457 |
| 9 | 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 ❤️ | 434 |
| 10 | 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 ❤️ | 1 |
| 11 | 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 ❤️ | 446 |
| 12 | 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 ❤️ | 435 |
| 13 | 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 ❤️ | 422 |
| 14 | 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 ❤️ | 1 |
| 15 | 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 ❤️ | 494 |
| 16 | 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 ❤️ | 482 |
| 17 | 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 ❤️ | 484 |
| 18 | 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 ❤️ | 448 |
| 19 | 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 ❤️ | 498 |
| 20 | 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 ❤️ | 545 |
