MoeCrypto

Gm, Buying more $HYPE here. Down 20% on the monthly. Free 2x from here with size. 🫡 Not buying much else, apart from a few small bags on Robinhood Chain of course. Made some good money on $PONS, $SZR and $STONKBROKER but that's it. (probably still worth…

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 ❤️

Happy 61st birthday Singapore!

DeFi Saver launches tool to claim the tokens you forgot you had Link: https://tokensaver.fyi/ Tweet: https://x.com/defisaver/status/2085030216666378279

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 ❤️

August 6, 2026 📰 Headlines • UNITREE listed on Hyperliquid HIP‑3 via trade. • KORU listed on Hyperliquid HIP‑3 via trade. • GEV listed on Hyperliquid HIP‑3 via trade. • Hyperliquid Q2 HIP‑3 RWA contracts’ trading share rises from 1.8% to 32.2%. • BlackRock leads $305 million inflows into Bitcoin and Ether ETFs. • Crypto is transitioning from hype to infrastructure • Yellow Card raises $40 million to link banks to stablecoin processing. • Japanese stablecoin firm JPYC raises $38 million in extended Series B. 🫡 Follow for curated alpha → @kirbycrypto

Hyperliquid's 2026 Q2 Report - HRC An excellent read of where Hyperliquid is this past quarter. Enjoy the read! Hyperliquid. Link: https://www.hyperliquidr.xyz/report/hyperliquid-2026-q2-report

August 5, 2026 📰 Headlines • trade[dot]xyz Unitree live on Hyperliquid • Spot Bitcoin ETFs recorded $211 million in net inflows on August 4. • Hashdex to close and liquidate DEFI, the first spot Bitcoin ETF to shut down. • BlackRock’s spot Ethereum ETF to undergo 1-for-3 reverse share split in October. • Rain launches Western Union’s Stablecard for stablecoin remittances via Visa. • Circle names BlackRock, Visa, and others as initial Arc partners • Eliza OS founder: Eliza token project terminated, foundation to wind down operations. 🫡 Follow for curated alpha → @kirbycrypto

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 ❤️

Reserve your Cloudflare Wallet name Cloudflare Wallet will let humans fund and control digital spending for their AI agents using stablecoins. Wallet's not yet live but you can reserve the handle now Reserve here: https://cloudflare.pay

Gm, As I continue researching long-term holds in this bear market, and with the thought that the market potentially picks up around November, I’m still making my picks for the RWA sector. Lately, I’ve been particularly focused on Ondo. I believe they are the most serious player in the RWA sector right now, as they ship fast. I've written a few posts about Ondo: 🔗 Ondo Network 🔗 Ondo Perps 🔗 Ondo moves quickly 🔗 Ondo USDY What are your RWA picks? 🫡

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 ❤️

August 4, 2026 📰 Headlines • Dinari, founded by Stripe and Apple alums, partners with Circle to offer tokenized stocks to U.S. investors • Hyperliquid upgrades TWAP orders and launches HIP‑4 permissionless deployments on testnet • Hyperliquid’s July perpetual trading volume hits $218B, exceeding seven other leading DEXs combined • Mastercard completes BVNK acquisition • Michael Saylor's Strategy sells another 1,638 BTC for $105 million • BitMine adds 10,399 ETH, holdings reach 5.8M ETH 🫡 Follow for curated alpha → @kirbycrypto

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

August 3, 2026 Little bit late but here's ytd headlines 📰 Headlines • POAP winds down • Trump Media Transfers Another 2,628 BTC • BitGo CEO Challenges Anthropic’s Claude Model With 100 BTC. • Robinhood Secures UK Crypto Registration Ahead of New Regulatory Regime. • CLARITY Act Absent from Monday’s Senate Schedule • Bridgewater founder Ray Dalio says roughly 1% of his portfolio is in Bitcoin • Coldcard suspected of facing a fourth organized attack wave involving ~388.9 BTC. • South Africa proposes reporting rules for cross‑border crypto transfers. 🫡 Follow for curated alpha → @kirbycrypto

Telegram disappeared from the App Store for iOS users Anyone knows why?

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 ❤️

SUMMER FARMING MASTERLIST SUMMARY Hyperliquid (Potential S3) → https://app.hyperliquid.xyz/join/BINANCE Arcus (Robinhood's DEX) → https://app.arcus.xyz/ref/HYPURRLIQUID Treadfi (farm multiple DEX, delta neutral) → https://app.tread.fi/referral/5TF7FD9T Variational $50M raised, points LIVE. 0 fees → https://omni.variational.io/?ref=OMNIKIRBY Ondo Perps $46M raised Ondo Points → https://app.ondoperps.xyz/?ref=FUMQ2Z RISEx $RISE token is confirmed → https://www.rise.trade/invite/promo Txflow Community focused, % of airdrop to users → https://app.txflow.com/r/TXKIRBY Kalshi CFTC Reg get $25 perp credits free → kalshi.com/p/hypurr

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 ❤️

Perp DEX Summer Day 7 The best and most +EV place to trade is still Hyperliquid. Nothing comes close for execution, depth, and ecosystem. But hey, no harm farming some points elsewhere and bringing the yield back home. 👉 https://app.hyperliquid.xyz/join/BINANCE Kalshi Perps Kalshi venturing into perps with kalshiperps. Kalshi recently raised $1B at $22B valuation, and looking to raise at $40B. Join here: kalshi.com/p/hypurr Special perks for those who use the link above: Trade $50 notional volume (ie $10 margin with 6x lev), and get $25 perp credits credited. Features • Up to 6x leverage • CFTC-approved perps Invite link: kalshi.com/p/hypurr