Chung Daily Note📒

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 ❤️

2026/8/6 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 ❤️

Chung Research Note #9 - The BCI bet nobody is scoring yet China's BCI lead is being scored on approvals and speed. The thing that actually decides it, how long an implant keeps working, won't be scored until 2030 https://x.com/cchungccc/status/2084569177961218375

2026/8/3 Today's Newsletter 📰 News • Strategy’s BTC holdings fall by 1,637 BTC to 842,138 BTC • BlackRock launches tokenized money market fund on Ethereum • Bitmine added 10,399 ETH • Alibaba’s Qwen3.8-Max launches with 2.4T parameters and advanced coding and autonomous AI capabilities 👍 Good Reads • @NeuraPod - bci, Introducing Neuralink's 24th Patient: CJ • @R2D2zen - Robinhood Chain vs Stable vs Arc: The 2026 Opportunity Map 🔔 New Protocols • @uTokenPro • @stockripx 💰 Crypto Fundraising • @v12sec (Compliance) - 10m Seed led by @ElectricCapital 💵 Airdrops - 🖥 Videos & Podcasts • @jvisserlabs - Situational Awareness, Hyperscaler Earnings and Warsh: A Bottom for AI Stocks? — chungdailynote.com ❤️

2026/8/2 Today's Newsletter 📰 News • Trump says he canceled a U.S. strike on Iran after the two sides agreed on the “parameters” of a deal • Fed Chair Kevin Warsh considers reducing the number of rate meetings • Strategy authorizes up to $5B in Bitcoin sales • Hyperscale Data sells 100 BTC to fund its AI data center • Quantum Solutions' subsidiary sells 1,000 ETH for $1.9M to fund AI data center expansion • Coinkite warns of a COLDCARD Mk3 firmware bug that enabled a 594 BTC theft from 500 wallets • Google DeepMind launches Gemini Robotics 2, giving humanoid robots full-body intelligence 👍 Good Reads • @vikramcantsingh - Inference Market (and Micro) Structure • @v12sec - How to raise a $10M Seed Round 🔔 New Protocols • @fxyzai • @Sestri_xyz 💰 Crypto Fundraising • @PerceptronNTWK (DePIN) - 6.5m Strategic 💵 Airdrops - 🖥 Videos & Podcasts • @theallinpod - Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores • @_choppingblock - Will Every Failed Crypto Idea Work? — chungdailynote.com ❤️

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 ❤️

Chung Daily Note📒 pinned «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. https://x.com/cchungccc/status/2079916316627292271»

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 ❤️