Chung Daily Note📒

2026/8/27 Today's Newsletter 📰 News • @Pumpfun expands beyond Solana with HyperEVM token trading • Nvidia in talks to buy Hugging Face for $13B 👍 Good Reads • @RyanWatkins_ - Social Trading and The Garden of Eden • @PuriVaish - Why DeFi Lending Is Harder Than Trading 🔔 New Protocols • @ryvonetwork • @alloco_fi 💰 Crypto Fundraising - 💵 Airdrops • @flop_labs unique DID guide 🖥 Videos & Podcasts • @InvestLikeBest - Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper — chungdailynote.com ❤️

2026/8/26 Today's Newsletter 📰 News • SEC prepares crypto custody rule overhaul for investment advisers and funds • JPMorgan is evaluating launching its own stablecoin • Japan to launch blockchain-based system for instant settlement of stocks and government bonds • Hyperliquid activates AQAv2 to buy back and burn HYPE using USDC reserve yield 👍 Good Reads • @yzilabs - Meet the EASY Residency Season 4 Cohort • @chamath - Deep Dive: The Next Trillion-Dollar Futures Market 🔔 New Protocols • @itomarkets • @deadstock_app 💰 Crypto Fundraising • @Ask_ORO (AI) - 3m Strategic led by @mhventures and @Maple_block • @HivemindCap (RWA) - 17m Strategic led by @mandgplc 💵 Airdrops • @flop_labs $FLOP tokenomics 🖥 Videos & Podcasts • @flowstate_live - LIVE with Insomniac and 0xLeo: First Stream, Markets, and What We're Trading — chungdailynote.com ❤️

2026/8/25 Today's Newsletter 📰 News • Grayscale debuts the first Zcash ETF as the privacy coin surges • Coinbase tokenized stocks are live on Base, trading 24/7 and backed 1:1 by shares in a regulated trust 👍 Good Reads • @TheZvi - AI Text Watermarking Is Free And Good • @nic_carter - A Second and Final Eulogy for Bitcoin Maximalism 🔔 New Protocols • @flynetchain • @downto_finance 💰 Crypto Fundraising • @entropyIO (Exchange) - 14m lead by @RibbitCapital 💵 Airdrops • @entropyIO raised $14M led by Ribbit Capital, launching Anthropic exposure on Hyperliquid (referral code: cchungccc) 🖥 Videos & Podcasts • @notthreadguy - MARKET OPEN: BITCOIN BREAKS $80K, NVDA Earnings TOMORROW, Anthropic is in TROUBLE — chungdailynote.com ❤️

2026/8/24 Today's Newsletter 📰 News • Vivek Ramaswamy's Strive buys 1,100 Bitcoin worth $85M • Strategy bought no Bitcoin last week, sold $2B of MSTR shares, and set up a new $1.59B USD Cash pool for flexible liquidity • Tom Lee's BitMine added another 32,447 ETH last week • CleanCore exits its Dogecoin treasury strategy with a $33.4M DOGE sale to fund an AI pivot 👍 Good Reads • @RayDalio - How Countries Go Broke: The Dynamic Behind What is Happening Now • @jswihart - Genius Loci. A Zcash update. 🔔 New Protocols • @creatorcapitalx • @roboticomarket 💰 Crypto Fundraising • @Hertzflow_xyz (Exchange) - $TBD Angel 💵 Airdrops • @RialoHQ points program 🖥 Videos & Podcasts • @jvisserlabs - The AI Crypto Macro Nexus Point: Why Bitcoin Matters to Investors — chungdailynote.com ❤️

2026/8/23 Today's Newsletter 📰 News • Nomura-backed Laser Digital Japan becomes Japan's first new crypto exchange in four years • Justin Sun wins court ruling to keep his lawsuit against World Liberty Financial public • Anthropic's bankers have discussed an IPO raising over $100B at a $2T valuation 👍 Good Reads • @VitalikButerin - Obfuscation (Part III): Local Mixing • @RyanWatkins_ - SOL is About to Make Big Comeback 🔔 New Protocols • @hone • @fomoscansh 💰 Crypto Fundraising • @BeldexCoin (Privacy) - 8m led by @Sigma_VC 💵 Airdrops • @TermMaxFi airdrop checker 🖥 Videos & Podcasts • @theallinpod - Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up • @Bankless - Crypto Just Got the Catalyst It Was Waiting For — chungdailynote.com ❤️

2026/8/20 Today's Newsletter 📰 News • President Trump says the US is considering buying "sizable" amounts of Bitcoin and other cryptocurrencies • CFTC considers rules that could let crypto exchanges offer leverage and margin trading • BlackRock leads $517M Bitcoin ETF inflows as Ether funds add $189M • Trump opens door to Hyperliquid as US pulls crypto trading onshore • $45B of $SPCX shares unlock tomorrow and become tradable 👍 Good Reads • @0xsmac - A Trillion Times Larger • @kepano - Many ways to win 🔔 New Protocols • @longbowlend • @thebunkerhood 💰 Crypto Fundraising • @NeoSoulAI (AI) - 11m Pre-Series A • @ConcreteXYZ (DeFi) - $TBD Strategic investment from @polychain 💵 Airdrops • @alignedlayer airdrop checker 🖥 Videos & Podcasts • @the_defi_report - Nvidia’s $500B AI Bet Is Starting to Look Familiar — chungdailynote.com ❤️

2026/8/19 Today's Newsletter 📰 News • SEC proposes new rules to create a clear regulatory framework for crypto • US banking regulator OCC says it will establish a "regulatory framework" for stablecoin issuers • Bitcoincom wallet users now have access to USDU, the UAE's first CBUAE-registered USD stablecoin 👍 Good Reads • @Shoalresearch - The Data Layer of Physical AI and Robotics • @arkham - Arkham’s Guide to Smart Contract Hacks 🔔 New Protocols • @TheCardWall • @standard_rsv 💰 Crypto Fundraising - 💵 Airdrops • @KaitoAI @axisrobotics creator airdrop 🖥 Videos & Podcasts • @notthreadguy - MARKET OPEN: Unitree IPO, GTA VI LEAKS, Moderna CURING CANCER?? — chungdailynote.com ❤️

2026/8/18 Today's Newsletter 📰 News • White House to host Crypto Summit tomorrow • Citi to launch Bitcoin custody for institutional clients • Nasdaq to launch overnight stock trading from 9PM to 4AM ET in December • Visa, Mastercard, Circle, and Solana join Rain's new Agentic Payments Alliance to set standards for AI-driven commerce • @KaitoAI new Pulse extension pulls Polymarket and Hyperliquid positions into the X timeline, plus a verified attention score called Aura 👍 Good Reads • @intern - How to think about the robotics market • @tarunchitra - Caching Cheaters on OpenRouter 🔔 New Protocols • @BackpackOnchain • @flop_labs 💰 Crypto Fundraising • @twynexyz (DeFi) - 2.5m Seed co-led by @cyberfund and @etherealvc 💵 Airdrops • @multiplifi airdrop & presale 🖥 Videos & Podcasts • @theempirepod - Uniswap Is Building The Liquidity Network For Everything | Hayden Adams — chungdailynote.com ❤️

2026/8/17 Today's Newsletter 📰 News • US and Iran reportedly agree to extend the 60-day ceasefire expiring today • Bessent says the Treasury is "moving quickly" on the GENIUS Act stablecoin framework • Strategy sold 3.46M MSTR shares for $333.7M last week but neither bought nor sold any Bitcoin • BitMine added 9,926 ETH last week, bringing holdings to 5.82M • Stripe agrees to acquire AI firm OpenRouter in a deal valued at over $7B 👍 Good Reads • @JensenHuang - Securing the Infrastructure of Intelligence • @kristaletz - Grok Bot for GTM 🔔 New Protocols • @deepstatesh • @stockripx 💰 Crypto Fundraising - 💵 Airdrops • @GenLayer Points Claim 🖥 Videos & Podcasts • @jvisserlabs - Venture Mandates, Cloudflare Wallets, Circle Earnings & Saddam Hussein Patek Philippe — chungdailynote.com ❤️

2026/8/16 Today's Newsletter 📰 News • The SEC canceled Friday's Regulation Crypto meeting • Trump family's World Liberty Financial gets preliminary OCC nod for a bank charter • Norway's sovereign wealth fund hit a record 11,549 BTC in indirect Bitcoin exposure (~$725M) in H1 2026, up 21.2% • JPMorgan Ended Its Banking Relationship With Polymarket Last Year Over Regulatory Concerns • Tether completes largest first-ever financial audit • @yzilabs opens applications for EASY Residency Season 5, a 10-week Thailand accelerator for AI and crypto startups • @Binance blocks transactions with 16 platforms including HTX and EXMO from August 23 • US government urges Apple to stop buying memory chips from China 👍 Good Reads • @cchungccc - Chung Research Note #10 - Taste is liquidity in TCG • @Flowslikeosmo - THE LIST: 72 Crypto Research, Analytics, Trading, and Onchain Investigation Tools Worth Using • @EricNewcomer - Prediction Markets Are a Bad Bet 🔔 New Protocols • @vimenprotocol • @realProdigyCorp 💰 Crypto Fundraising • @blox_malaysia (Payments) - 1m Seed 💵 Airdrops - 🖥 Videos & Podcasts • @theallinpod - Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback • @_choppingblock - threadguy on Crypto's Social Trading War — chungdailynote.com ❤️

Chung Research Note #10 - Taste is liquidity in TCG Everyone can tell you what condition a card's in and how many exist. Nobody can tell you if people still want it. That part's taste, and taste is the whole ballgame, because it decides if there's a second buyer. No second buyer, no liquidity, no matter what the number says. Ihttps://x.com/cchungccc/status/2088308188211003581

2026/8/12 Today's Newsletter 📰 News • Traders no longer fully price in a Fed rate hike this year • US July PPI came in cooler than expected: flat M/M, +4.7% Y/Y, core +0.2% M/M • Switzerland's largest bank UBS increased spot Bitcoin ETF holdings by 230% to $90M • Trezor disclosed its first customer data breach since 2013, affecting 11,742 hardware wallet buyers • @hibachi_xyz launches a new brand, exiting beta and going all in on FX • Elon Musk's xAI officially launches new 'Grok 4.6' AI model 👍 Good Reads • @RoboStrategy - Unitree Robotics: The IPO Primer • @ZeusRWA - Why Tokenization Is the Next Chapter in the Evolution of Finance • @polarthedegen - on edge and max extracting 🔔 New Protocols • @bstocksfinance • @root_evm 💰 Crypto Fundraising • @saturn_credit (DeFi) - $TBD Strategic investment from @Ondo 💵 Airdrops - 🖥 Videos & Podcasts • @Bankless - Bitcoin’s Civil War Ended in 2 Blocks — chungdailynote.com ❤️

2026/8/12 Today's Newsletter 📰 News • U.S. CPI +3.4% YoY, core +2.5%, both as expected • SEC to Unveil Crypto Plans as CLARITY Act Stalls • @Fidelity seeks to stake up to 100% of its $898M Ethereum ETF, plus quarterly cash distributions • Hyperliquid Eyes U.S. Path for Its Perps • Solana briefly lost connectivity across 28.83% of staked SOL, nearing the 33.34% halt threshold • @SpaceXAI Grok Bot enters beta, an AI agent that logs into your tools and finishes tasks for you • Wintermute plans a $1B AI data center push as the crypto market maker expands into traditional finance 👍 Good Reads • @CryptoHayes - Yen-quake • @tiger_research_ - KRW 700 Trillion Abroad: The Market Korea Missed 🔔 New Protocols • @OakmontVault • @clockincoin 💰 Crypto Fundraising • @entravelcom (Payments) - 7.5m led by@etherealvc @finalitycap 💵 Airdrops - 🖥 Videos & Podcasts • @CryptoCred - Recorded an episode with @DonAlt on our biggest flaws, cycle fumbles, lessons, and what we'd tell our younger trading selves — chungdailynote.com ❤️

2026/8/11 Today's Newsletter 📰 News • White House crypto adviser Patrick Witt says the administration remains "fully committed" to passing the CLARITY Act in September • Trump Media & Technology disclosed a Bitcoin treasury of 14,139 BTC worth over $900M • BitMine added 7,391 ETH last week, bringing holdings to 5.81m • Anthropic signs a $9.1B, 20-year deal with Bitcoin miner Riot Platforms for AI compute capacity 👍 Good Reads • @AvgJoesCrypto - Robinhood Chain: Can It Move Robinhood's Bottom Line? • @thedankoe - The Art Of Strategic Thinking (How To Become Wildly Successful) 🔔 New Protocols • @TickerYardHQ • @uponrh 💰 Crypto Fundraising • @river_markets (Brokerage) - 8.5m Seed led by @HaunVentures • @memebookapp (Social) - 1m Seed investment from @TOFVentures 💵 Airdrops • @dappOS_com phase 2 airdrop claiming is live 🖥 Videos & Podcasts • @notthreadguy - Back From Vacation: The Anti Bitcoin Cycle & AI Stocks — chungdailynote.com ❤️

2026/8/10 Today's Newsletter 📰 News • NYSE builds onchain settlement rails for tokenized securities • Bitcoin miner Marathon Digital $MARA sold 23,093 BTC for over $1.6 billion • Strategy sold 1,690 BTC ($108.6M) at an average price of $64,262 • Empery Digital has sold 1,635 BTC since July, cutting unrestricted holdings to 325 BTC • Grayscale withdraws proposed Cardano, Polkadot, and Hedera ETF registrations from SEC review 👍 Good Reads • @VitalikButerin - Ethereum's Updated Roadmap • @somonaut - Ask The AI How To Ask The AI 🔔 New Protocols • @TxFlow_L1 • @dontblinkfamily 💰 Crypto Fundraising - 💵 Airdrops • @solsticefi S2 airdrop registration opens 🖥 Videos & Podcasts • @theempirepod - Venture Mandates, Cloudflare Wallets, Circle Earnings & Saddam Hussein Patek Philippe — chungdailynote.com ❤️

2026/8/9 Today's Newsletter 📰 News • Crypto Clarity Act stalls in the Senate ahead of recess • September rate hike odds fall to 40% after unexpected job losses • Trump Media scraps its planned crypto deals with Cryptocom • Wintermute's US arm registered as an SEC/FINRA broker-dealer, unlocking equities, ETP AP status, and self-clearing of digital asset securities • Rockstar Energy's founder is building a Celsius stake and wants the CEO seat • Bybit sues North Korea over the $1.5B hack, wins asset freeze order • China opens its first school for humanoid robots 👍 Good Reads • @yashhsm - some bear market thoughts on crypto • @jaminball - Custom Tokens 🔔 New Protocols • @tashcards • @0xT3tris 💰 Crypto Fundraising • @vangrid_io (DePIN) - 9m Seed 💵 Airdrops • @DeFiSaver launched Token Saver to help users claim $67M+ in forgotten assets stranded across 87K smart wallets 🖥 Videos & Podcasts • @theallinpod - Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI • @_choppingblock - AI Cracked ColdCard in 8 Minutes ($100M Gone) • @Bankless - Ethereum’s Staking Yield Could Go to Zero — chungdailynote.com ❤️

2026/8/8 Today's Newsletter 📰 News • Crypto Clarity Act stalls in the Senate ahead of recess • September rate hike odds fall to 40% after unexpected job losses • Trump Media scraps its planned crypto deals with Cryptocom • Wintermute's US arm registered as an SEC/FINRA broker-dealer, unlocking equities, ETP AP status, and self-clearing of digital asset securities • Rockstar Energy's founder is building a Celsius stake and wants the CEO seat • Bybit sues North Korea over the $1.5B hack, wins asset freeze order • China opens its first school for humanoid robots 👍 Good Reads • @yashhsm - some bear market thoughts on crypto • @jaminball - Custom Tokens 🔔 New Protocols • @tashcards • @0xT3tris 💰 Crypto Fundraising • @vangrid_io (DePIN) - 9m Seed 💵 Airdrops • @DeFiSaver launched Token Saver to help users claim $67M+ in forgotten assets stranded across 87K smart wallets 🖥 Videos & Podcasts • @theallinpod - Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI • @_choppingblock - AI Cracked ColdCard in 8 Minutes ($100M Gone) • @Bankless - Ethereum’s Staking Yield Could Go to Zero — chungdailynote.com ❤️

2026/8/6 Today's Newsletter 📰 News • Fed Chair Warsh may hike rates in September if inflation stays high • BlackRock and other ETFs buy $244M worth of Bitcoin • Robinhood US lists $CASHCAT • Putin signs law regulating cryptocurrency in Russia • SpaceX $SPCX shares worth $100B+ unlock for trading 👍 Good Reads • @CryptoHayes - Situationship • @redphone - Crypto was the training ground 🔔 New Protocols • @FletchFinance • @ComputeDesk 💰 Crypto Fundraising • @ZIGChain (Blockchain) - $TBD Strategic investment from @LaserDigital_ • @InvestiFi_CUSO (Infrastructure) - 20m Strategic led by @VibeCreditUnion 💵 Airdrops - 🖥 Videos & Podcasts • @virtualbacon - CLARITY Act: Passes or Dies This Week. The Final Deadline Is Here — chungdailynote.com ❤️

2026/8/5 Today's Newsletter 📰 News • U.S. nears Hormuz deal ahead of Wednesday announcement • Circle announces Arc validator cohort and integrations ahead of September 16 mainnet launch • @StratiumX launches The Pot, where trading earns tickets for onchain prize draws funded by builder fees • Binance affiliates sue RedotPay founders over alleged user diversion, seeking $470M in damages • SpaceX commits to using Nvidia GPUs exclusively • Cloudflare launches stablecoin wallets enabling AI agents to pay for APIs and content autonomously 👍 Good Reads • @tiger_research_ - 2036: The World We'll Face Ten Years From Now • @0xcarlosg - One in Twenty-Four 🔔 New Protocols • @TradePools • @MancerXYZ 💰 Crypto Fundraising • @Blockspace_ETH (Infrastructure) - $TBD led by @blueyard • @Yooldo_Games (GameFi) - 1m Strategic investment from @fzf_ventures 💵 Airdrops • @OndoPerps drops $100 USDC to select accounts with $1M+ HIP-3 volume and no deposits yet 🖥 Videos & Podcasts • @ycombinator - 100 VCs Said No. Now They're Building Data Centers in Space — chungdailynote.com ❤️

2026/8/4 Today's Newsletter 📰 News • Trump says Strait could reopen by tomorrow • Senate schedule excludes a vote on the Crypto Clarity Act • Justin Drake and others create EIP-8361 to reduce Ethereum inflation by cutting staking yields • World’s largest custodian bank BNY Mellon launches crypto staking 👍 Good Reads • @cchungccc - Chung Research Note #9 - The BCI bet nobody is scoring yet • @Anchorage - Who Banks the Agents? 🔔 New Protocols • @Flutchdotfun • @MotionOnHype 💰 Crypto Fundraising • @fortuneglobal_ (Prediction Markets) - $TBD Pre-Series A • @joinbundle (Payments) - 5.5m Pre-Seed led by @etherealvc @further • @yellowcard_app (Payments) - 40m Strategic 💵 Airdrops • @axisrobotics point system 🖥 Videos & Podcasts • @StanfordOnline - Stanford CS329A Self-Improving AI Agents | Part 1 | Course Overview — chungdailynote.com ❤️