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chungdailynote.com https://twitter.com/cchungccc
2025/12/9 📈
Today's Newsletter
💡@almanak claim page is live for Points Season 1 holders and @cookiedotfun ACM winners to get their airdrops, while @legiondotcc handles Legion rounds
📰 News
• U.S. CFTC launches a pilot program for tokenized collateral in derivatives markets
• BlackRock files for a staked ETH ETF
• ADGM officially recognizes Tether’s USD₮ for regulated multi-chain use
• $410B PNC Bank partners with Coinbase to offer direct Bitcoin trading
👍 Good Reads
• @doganeth_en - Why Private Credit Will Unlock the Next Stablecoin Cycle?
• @igor_mikerin - Arbitrage in Polymarket
🔔 New Protocols
• @marketsincorp
• @unconvAI
💰 Crypto Fundraising
• @MetaCompHQ (Blockchain Service) - 22m Pre-Series A
• @pyefinance (DeFi) - 5m Seed led by @variantfund @cbventures
• @Magma_Finance (DeFi) - 6m
💵 Airdrops
• @TheoriqAI airdrop claim portal
🖥 Videos & Podcasts
• @KryptoCove - BEST way to trade Prediction Markets in 2026
• @coinage_media - The Most Important Week for Bitcoin Has Arrived
👋 Opportunity
• @HeyElsaAI x402 enables simple, pay-per-call crypto apps with onchain USDC APIs
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2025/12/5 📈
Today's Newsletter
💡Watch CEO @JoshGoodbody showcase the @wardenprotocol Agents Hub, featuring the AMA Agent and Portfolio Analysis Agent
📰 News
• U.S. September PCE rises 2.8% Y/Y, matching estimates and hitting its highest since Oct 2023
• White House adviser Hassett says the Fed will likely cut rates next week
• CNBC integrates @Kalshi to deliver unfiltered, market-driven reporting
• A Google employee won over $1M trading on all Google Search markets on @Polymarket
👍 Good Reads
• @shaundadevens - Hyperliquid: Frontend Wars
• @TemsYanik - Polymarket platform for creating earning strategies
🔔 New Protocols
• @FingerDanceSG
• @Bentodotfun
💰 Crypto Fundraising
• @LayerBankFi (DeFi) - 2.3m Pre-Seed
• @DeepNodeAI (Blockchain Infrastructure) - 3m Strategic
💵 Airdrops
• @predictdotfun on @BNBChain where your funds earn yield while making predictions
🖥 Videos & Podcasts
• @joerogan - Joe Rogan Experience #2422 - Jensen Huang
• @Bankless - Could This Bearish Market Be the Setup Everyone Misses?
👋 Opportunity
• @yeet double airdrop points on all sports bets from today 5 PM to Sunday 5 PM EST!
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2025/12/3 📈
Today's Newsletter
💡@fogo Mainnet is now in its Genesis Phase, with USDC transfers live as infrastructure and validators prepare for a secure and stable public launch
📰 News
• Trump names Kevin Hassett as a potential Fed Chair
• UK passes law recognizing crypto as a third type of property
• $11.6T Charles Schwab to offer Bitcoin and Ethereum trading in early 2026
• Taiwan says its first regulated stablecoin will launch in 2026
• @Polymarket starts rolling out its U.S. app
• CNN partners with @Kalshi to bring prediction markets into its global newsroom
👍 Good Reads
• @dabit3 - Building Unruggable AI Agents - A Sovereign Agent Stack
• @dwarkesh_sp - Thoughts on AI progress (Dec 2025)
🔔 New Protocols
• @tradefoxai
• @SharpeTerminal
💰 Crypto Fundraising
• @predictdotfun (DeFi) - $TBD investment from @yzilabs
• @OstiumLabs (DeFi) - 20m Series A led by @GeneralCatalyst @Jump_
• @AxisFDN (DeFi) - 5m Strategic led by @galaxyhq
• @gonka_ai (Blockchain Infrastructure) - 50m investment from @BitfuryGroup
💵 Airdrops
• @Crypto_Pranjal - Earn Free 2000 Points on @solsticefi
🖥 Videos & Podcasts
• @leviathan_news - Vibe building with johnnyonline
• @KevinWSHPod - Trillion-Dollar Industry Being Disrupted by AI, @wallchain CoFounder | DROPS E26
👋 Opportunity
• Four campaigns are now live on @arbuschirps: @PepperChain $PEPPER 2.8T, $ARBUS 3M, $BLUE 10M, and $CUC 3M
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2025/12/2 📈
Today's Newsletter
💡@ConcreteXYZ Vaults use automated, secure strategies to provide expert-level DeFi yields simply
📰 News
• The Federal Reserve has officially ended quantitative tightening
• Trump says the new Fed Chair will be announced early next year
• SEC Chair Paul Atkins says a crypto innovation exemption is coming in January
• Strategy may consider lending Bitcoin in the future
• Bank of America advises clients to allocate up to 4% of their portfolios to Bitcoin and crypto
• $11T Vanguard will allow clients to buy crypto ETFs
• Kalshi launches tokenized event contracts on Solana
👍 Good Reads
• @castle_labs @francescoweb3 - Is AI in A Bubble?
• @aaronjmars - Robin Hanson, the father of Prediction Markets
🔔 New Protocols
• @MysticDaoSol
• @CapricornDEX
💰 Crypto Fundraising
• @bitstack (CeFi) - 15m Series A led by @13bookscapital
• @ZooFinanceIO (DeFi) - 8m Strategic led by @Bitrisecapital_
• @OpenEden_X (DeFi) - $TBD Strategic
• @DeepNodeAI (Blockchain Infrastructure) - 2m Seed
• @alturax (DeFi) - 4m Seed led by Ascension
💵 Airdrops
• @superformxyz airdrop registration
• @cysic_xyz airdrop checker
🖥 Videos & Podcasts
• @docXBT - Embrace The Bitcoin Volatility
• @Bankless - The Holy Grail of Crypto Privacy: Encrypted Ethereum & FHE
👋 Opportunity
• @yeet Gold Poker Tourney with $5K prize pool and $1K bounties tomorrow at 1 PM EST
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2025/11/28 📈
Today's Newsletter
💡@HeyElsaAI Mindshare Epoch 1 ends in 3 days, with top 500 earning 0.3% of the token
📰 News
• UK to crack down on crypto tax avoidance in 2026
• VanEck’s ETH ETN staked 12,600 ETH
• @megaeth refunds all Pre-Deposit Bridge funds
👍 Good Reads
• @milesdeutscher - The ultimate prediction markets guide
• @DeFiMinty - What I look for when trading
🔔 New Protocols
• @orgo
• @thrustdotcom
💰 Crypto Fundraising
• @gonka_ai (Blockchain Infrastructure) - 12m Strategic investment from @BitfuryGroup
💵 Airdrops
• @kinetiq_xyz airdrop
🖥 Videos & Podcasts
• @theempirepod - Klarna Launches A Stablecoin, Hyperliquid Perps & The Prediction Market Wars | Weekly Roundup
• @patfscott - Hyperliquidated! HYPE Fundamentals Analysis
👋 Opportunity
• @PepperChain $PEPPER is live on Arbus Chirps with a 2.8T prize pool, top 100 rewards, and staker boosts from Nov 26–Dec 26
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2025/11/26 📈
Today's Newsletter
💡@fogo Mainnet is live with USDC transfers, while infrastructure readies for public launch
📰 News
• Robinhood to launch derivatives exchange for prediction markets
• On-chain stocks are available in Binance Wallet
👍 Good Reads
• @_LewisHarland_ - Weekly Update: Prediction Markets 25 Nov 2025
• @cchungccc - Chung Research Note #4 - @CantonNetwork
🔔 New Protocols
• @petra_graph
• @frontrunpro
💰 Crypto Fundraising
• @Alchemy (Blockchain Infrastructure) - $TBD investment from @C1_Fund
• @insomnia_labs (DeFi) - 2m Strategic investment from @Aptos
• @PruvFinance (Chain) - 3m Pre-Series A led by UOB Venture
💵 Airdrops
• @flb_xyz - A list of effortless daily airdrop activities to complete
🖥 Videos & Podcasts
• @sassal0x - Devconnect recap, All things ZK and much more - The Daily Gwei Refuel #850 - Ethereum Updates
• @TaikiMaeda2 - Closed my ETH Short ($578k Profit). What’s Next for Crypto?
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2025/11/25 📈
Today's Newsletter
💡@Klarna enters stablecoins, launching KlarnaUSD on the @tempo
📰 News
• US Sept. Core PPI +0.1% M/M (est. +0.3%), +2.6% Y/Y (est. +2.7%)
• Texas becomes the first U.S. state to buy Bitcoin, investing $10M in its Strategic Reserve
• UAE’s new law brings DeFi and Web3 under regulation
• Russia broadens investment options for crypto-linked assets
• HIP-3’s growth mode cuts fees by 90%, stacking with other multipliers; @tradexyz now offers 0.009% taker fees
• Polymarket gets CFTC approval, opening intermediated U.S. market access
👍 Good Reads
• @AltcoinSherpa - Trading TGE and Project Launches 101
• @DeRonin_ - @Polymarket list of must-read resources
🔔 New Protocols
• @arcwtf
• @tare_io
💰 Crypto Fundraising
• @naddotfun (DeFi) - 1.1m Seed led by @NeoclassicCap
💵 Airdrops
• @Talus_Labs airdrop registration
• @irys_xyz airdrop claim
🖥 Videos & Podcasts
• @GoogleDeepMind - The Thinking Game | Full documentary | Tribeca Film Festival official selection
• @BFreshHB - @arbitrum devs on @farcaster are earning $40K+/month
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2025/11/21 📈
Today's Newsletter
💡@KaitoAI launches verifiable mindshare markets on @polymarket with @EigenCloud and @Brevis_zk
📰 News
• Swiss National Bank is reportedly increasing Bitcoin exposure via holdings in Saylor’s Strategy and other BTC firms
• Saudi Arabia launches National Tokenized Real Estate Registry
👍 Good Reads
• @RaoulGMI - Surviving Brutal Crypto Sell-Offs
• @spacexbt - Digital Asset Treasuries: The Hidden Risks Few Want to Admit
🔔 New Protocols
• @nadoHQ (Build on @inkonchain)
• @Jaileddotfun
💰 Crypto Fundraising
• @Kalshi (CeFi) - 1b led by @sequoia CapitalG
• @RateX_Dex (DeFi) - 7m Strategic
• @hellotradeapp (DeFi) - 4.6m Seed led by @dragonfly_xyz
• @MuDigitalHQ (Blockchain Service) - 1.5m Pre-Seed
• @numerai (DeFi) - 30m Series C
💵 Airdrops
• @zacxbt - @tread_fi tutorial: market maker bot farms perp DEX points
🖥 Videos & Podcasts
• @Bankless - Is It All Over? What The Markets Are Saying For 2026
• @_choppingblock - Steal Satoshi’s Wallet? DAT Meltdown Meets Quantum Chaos
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2025/11/19 📈
Today's Newsletter
💡@RaylsLabs Humanity Verification is LIVE, complete it via @Authena_xyz to claim upcoming community rewards
📰 News
• President Trump to pick next Fed Chair before Christmas
• New Hampshire approves $100M Bitcoin-backed municipal bond
• Coinbase partners with @Kalshi on prediction market platform
• Kraken raised $800M at a $20B valuation
👍 Good Reads
• @AlanaDLevin - Crypto Trends Report 2025
• @cchungccc - Chung Research Note #3 - @tradexyz
🔔 New Protocols
• @BunnzPaw
• @polyoptions
💰 Crypto Fundraising
• @obexincubator (CeFi) - 37m led by @hiFramework @LayerZero_Core @SkyEcosystem
• @DeblockApp (Blockchain Service) - 35m Series A led by @speedinvest @commerzventures Latitude
• @0xbowio (Blockchain Service) - 3.5m Seed led by Starbloom Capital
• @WizzwoodsGame (GameFi) - 10m Series A led by @ivcryptofund @animocabrands
💵 Airdrops
• @gaib_ai airdrop claim
🖥 Videos & Podcasts
• @mrblocktw - Survive first, then talk (Episode 1301)
• @therollupco - Kain Warwick: Airdrops vs. ICOs, Infinex Token Launch, And Building Crypto's Super App
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2025/11/18 📈
Today's Newsletter
💡@HeyElsaAI Arena just got bigger, $10K prizes, new tiered rewards, and better trading all around!
📰 News
• US regulator allows banks to hold crypto for network fees
• Trump says tariff-funded dividend payments will begin by mid‑2026
• El Salvador buys $100M in Bitcoin
• Mt. Gox transferred 10,423 BTC (~$936M) to a new wallet
• Vitalik Buterin unveils Kohaku, a privacy-focused framework for Ethereum
👍 Good Reads
• @CryptoHayes - Snow Forecast
• @Google - Gemini 3
🔔 New Protocols
• @curated_hq (powered by @impossiblefi)
• @sundayrobotics
💰 Crypto Fundraising
• @USDai_Official (Stablecoin) - $TBD investment from @cbventures
💵 Airdrops
• @SentientAGI Airdrop Checker closes Nov 29, 2025, 10 AM PT
🖥 Videos & Podcasts
• @milesdeutscher - The Last Time This Happened, Bitcoin Dropped -63%
• @DromosLabs - A New Horizon
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2025/11/14 📈
Today's Newsletter
💡@zama announced $ZAMA, its native token for fees, staking, and confidential transactions, is coming soon
📰 News
• Michael Saylor says rumors of Strategy selling Bitcoin are false
• BlackRock’s BUIDL Fund now usable as Binance trading collateral
• @cryptoquant_com: Bitcoin down due to U.S. liquidity stress and long-term holder selling
👍 Good Reads
• @castle_labs @francescoweb3 - Founder Corner: Building a Castle Brick by Brick
• @DefiVaults - Decoding Jupiter Lend liquidations from scratch
🔔 New Protocols
• @megachimp_
• @markets_xyz
💰 Crypto Fundraising
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💵 Airdrops
• @pieverse_io check eligibility and complete claim
🖥 Videos & Podcasts
• @thebellcurvepod - Revenue Meta, RWA Looping & Uniswap Fee Switch | Roundup
• @notthreadguy - Arthur Hayes: BTC Price Targets, Trading Advice, Bear Market and More
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2025/11/12 📈
Today's Newsletter
💡@almanak alUSD is a non-pegged vault token whose value reflects USDC yield performance
📰 News
• SEC Chair Paul Atkins unveils “token taxonomy” to modernize crypto rules
• UK Reform leader Nigel Farage vows to establish a Bitcoin reserve if elected PM
• Ex-BlackRock exec says Ethereum is Wall Street’s core infrastructure
• Circle may launch a native token on Arc Network
• JPMorgan launches ‘JPM Coin’ deposit token on Base
• Dubai court freezes $456m linked to Justin Sun’s TrueUSD bailout
• @Polymarket becomes Yahoo Finance’s exclusive prediction market partner
👍 Good Reads
• @redstone_defi - Yield Bearing Assets & Stablecoins Report 2025
• @KhanAbbas201 - 24 Teams Chosen for Ethereum Founders Lab
🔔 New Protocols
• @solomon_labs
• @darelivex
💰 Crypto Fundraising
• @SeismicSys (Chain) - 10m led by @a16zcrypto
• @Curvance (DeFi) - 4m Strategic led by @FPrimeCapital @0xPrimal
• @shodai_network (DeFi) - 2.5m Seed
💵 Airdrops
• @nansen_ai Points holders can now claim exclusive @moonbirds SBTs
🖥 Videos & Podcasts
• @milesdeutscher - BAD NEWS: Bitcoin Just Rejected
• @0xMughal - A New 50% APR Stablecoin Launches
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2025/11/11 📈
Today's Newsletter
💡This week’s @yeet Community Events Calendar is live
📰 News
• Senate clears bill to reopen US government after 41 days; goes to House next
• China slams U.S. for seizing 127K stolen $BTC ($13B), calling it a state hack
• US Senate AG Committee unveils draft crypto market bill
• US Treasury & IRS give crypto ETPs clear path to stake assets and share rewards
• SoFi is the first nationally chartered bank to offer Bitcoin and crypto trading
• Tether hires top HSBC gold traders to enter bullion market
• Uniswap to enable fee switch, cutting $UNI supply
👍 Good Reads
• @poopmandefi - Uniswap $UNI Fee Switch & Utility Updates
• @wintermute_t - Positioning resets but majors need to lead before altcoins follow
🔔 New Protocols
• @Dayaxyz
• @zkSLLabs
💰 Crypto Fundraising
• @Lighter_xyz (DeFi) - 68m led by @RibbitCapital @foundersfund
💵 Airdrops
• @AlloraNetwork $ALLO airdrop claim
🖥 Videos & Podcasts
• @mrblocktw - Old Coins Make a Comeback: Who’s the Next Veteran to Be Called Out? (Episode 1296)
• @patfscott - Why I Quit Creating Content Full-Time to Work at a Crypto Data Company
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2025/11/7 📈
Today's Newsletter
💡The Kitchen is now the Strategy Builder, Cooks are Builders, check out @0xLars_ demoing it as whitelist access opens
📰 News
• Michael Saylor's STRATEGY boosts its $STRE perpetual preferred stock offering from €350M to €620M
• JPMorgan reveals $343M in Bitcoin ETF holdings
• Google partners with Polymarket to bring crypto predictions to search
• Paystand acquires Bitwage to enable global crypto payouts
• Kazakhstan plans $1B crypto reserve fund from seized assets by 2026
👍 Good Reads
• @joel_john95 - The Curator Economy
• @Defi0xJeff - Beginner's Guide to Crypto AI Landscape
🔔 New Protocols
• @MemeMax_Fi
• @hush_wallet
💰 Crypto Fundraising
• @sprinter_ux (Blockchain Infrastructure) - 5.2m Seed led by @robotventures
• @arxresearch (Blockchain Service) - 6.1m Seed led by @CastleIslandVC
• @3FLabs (DeFi) - 750k Angel
💵 Airdrops
• @Aria_Protocol airdrop claim
🖥 Videos & Podcasts
• @BanklessHQ - Bull Market or Fakeout Top? Haseeb’s Crypto Cycle Take
• @ForwardGuidance - America’s Two-Tier Economy Is Breaking Down | Weekly Roundup
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Chung Research Note #1 - Self Protocol
Executive Summary
- Launched in early 2025 by former Celo core contributors at Self Labs, Self Protocol is a blockchain-based identity verification system
- It leverages zero-knowledge proofs (ZKPs) for privacy-preserving verification, allowing users to prove attributes like age, location, or humanity without revealing personal data, addressing Sybil attacks, regulatory compliance, and onboarding friction
- As of November 2025, Self Protocol has over 7M global users through Self Pass and Self Connect, enabling token airdrops, DeFi access, and KYC in 174+ countries using e-passport NFC technology
- The protocol is open-source, developer-friendly via SDKs, and partnered with Aave, VelodromeFi, and Google Cloud
- Endorsed by the Ethereum Foundation, Self Protocol has launched a ZK residency program for developers
- Key milestones include the acquisition of OpenPassport and the beta launch for Sybil-resistant distributions
Check Substack for the full research
2025/12/8 📈
Today's Newsletter
💡@wardenprotocol launches its AI Trading Terminal with real-time signals, seamless cross-chain trading, and upcoming agent-powered automation
📰 News
• Top US bank CEOs to meet Senators on crypto market structure legislation
• SEC ends its 2-year probe into Ondo, clearing its path for U.S. expansion
• Strategy bought 10,624 BTC for about $962.7M at an average price of ~$90,615 per BTC
• Tom Lee's BitMine buys 138,452 ETH ($435M)
• France’s third-largest bank BPCE will let customers buy and sell BTC, ETH, SOL, and USDC
• Binance secures a global license under the ADGM framework
• Argentina to let banks offer crypto services in 2026
👍 Good Reads
• @0xPickleCati - Day Trading is a Hidden Casino for Retail Traders
• @poopmandefi - Make Revenue, Not Crime | My 2026 Crypto Plan
🔔 New Protocols
• @arcane_hq (founder @DeRonin_)
• @cascade_xyz
💰 Crypto Fundraising
• @CrownBRLV (CeFi) - 13.5m Series A investment from @paradigm
• @allscaleio (CeFi) - 5m Seed led by @yzilabs Informed Ventures @genventurecap
• @asgardfi (DeFi) - 2.2m Seed led by @robotventures
• @gondorfi (DeFi) - 2.5m Pre-Seed
💵 Airdrops
• @stable airdrop claim
🖥 Videos & Podcasts
• @theallinpod - OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
• @theempirepod - Ethereum’s Valuation, Saylor’s Next Move, and Prediction Markets | Weekly Roundup
👋 Opportunity
• Check out this week’s @yeet community events and join in for a chance to win
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2025/12/4 📈
Today's Newsletter
💡@almanak introduces a community-driven token launch built on voluntary pledging and on-chain Games to create a more transparent, incentive-aligned TGE
📰 News
• US drops planned sanctions on China and pauses new export controls
• CFTC approves first US-regulated spot crypto trading on registered exchanges
• BlackRock CEO Larry Fink says sovereign wealth funds are buying Bitcoin
• Eric Trump’s “America Bitcoin” bought 363 BTC worth $34M
• Russia’s second-largest bank VTB will launch Bitcoin and crypto trading in 2026
• Solmate to acquire RockawayX in an all-stock deal to build a $2B institutional Solana platform
• @Polymarket is now officially live in the MetaMask mobile app
👍 Good Reads
• @IOSGVC - Pouring Cold Water on the Prediction Market
• @FourPillarsFP - 2026 Outlook: Restructuring - 100y's Perspective
🔔 New Protocols
• @SynthesisTrade
• @buttonxyz
💰 Crypto Fundraising
• @CantonNetwork (Chain) - 50m Strategic
• @fin (Blockchain Service) - 17m Series A led by @PanteraCapital
• @PortaltoBitcoin (DeFi) - 25m investment from JTSA Global
• @simcluster (Social) - 2m
• @get_truenorth (Blockchain Service) - 3m Pre-Seed
• @HaikuTrade (DeFi) - 1m Pre-Seed led by @BigBrainVC
• @PathPulse_AI (Blockchain Service) - 900k Pre-Seed
💵 Airdrops
• @kyofinance airdrop checker
🖥 Videos & Podcasts
• @Bankless - Ethereum’s Next Decade: Inside the EF’s Vision at Bankless Summit
• @KevinWSHPod - Jupiter CoFounder: How We're Bringing Crypto To 1 Billion People | E150
👋 Opportunity
• @wardenprotocol launches a new sprint, pump your coin with 3.5M PUMP for the top 1,000!
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Chung Research Note #5 - Aztec
Executive Summary
- A privacy-focused Ethereum Layer 2 known as the “Private World Computer,” it uses a hybrid zkRollup and PLONK/UltraPlonk zero-knowledge proofs to unify public and private smart-contract execution, delivering end-to-end programmable privacy while preserving decentralization
- Evolving from Aztec 1 and Aztec Connect to Ignition Chain, it launched a fully decentralized Ethereum L2 mainnet on November 19, 2025, with 617+ PoS sequencers, UltraPlonk, Noir smart contracts, and client-side proving for efficient, end-to-end private computation
- The ecosystem delivers privacy-first solutions across DeFi, identity, wallets, NFTs, and cross-chain infrastructure: Nemi enables shielded DeFi, ZkPassport offers private compliant identity, Azguard secures wallets, Raven House powers confidential NFT trading, and Humantech provides private bridges across major chains
- Led by Zac Williamson and Joseph Andrews, it is backed by $119M+ in funding, including a $2.1M seed, Series A led by Paradigm, and Series B led by a16z, while Vitalik Buterin serves as an angel investor
- $AZTEC is the native token of the privacy Layer 2 network, used for staking, governance, and rewards. It launched through a community-owned Dutch auction on Ethereum with 1.547B tokens (priced at $ETH 98,483 at floor FDV), featuring real-time price discovery on Uniswap
Read the full research on Substack
2025/12/1 📈
Today's Newsletter
💡Join @wardenprotocol Mindshare Leaderboard on @wallchain, earn Quacks, and compete for a share of $900K in $WARD rewards
📰 News
• Yen and bond yields rise after the BoJ governor signals a possible rate hike
• Strategy sets a $1.44B USD reserve for dividends
• Strategy acquired 130 BTC for ~$11.7M at ~$89,960 each
• Ethereum's 'Fusaka' upgrade goes live on December 3
• Telegram launches Cocoon, a confidential compute network powered by TON
👍 Good Reads
• @hosseeb - In Defense of Exponentials
• @nake13 - Vibe Coding
🔔 New Protocols
• @0xbeepit
• @indexy_xyz
💰 Crypto Fundraising
• @xmaquina (Blockchain Infrastructure) - $TBD Strategic led by @borderless_cap
💵 Airdrops
• @RaylsLabs airdrop claim
🖥 Videos & Podcasts
• @BobLoukas - The Peak
• @MustStopMurad - 116 Reasons why the Crypto Bull Market will continue into 2026
👋 Opportunity
• @yeet pick a number between 1–108 and comment it for a chance to win $100 if it matches the total of three roulette spins
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2025/11/27 📈 Happy Thanksgiving!
Today's Newsletter
💡@Chiliz community token @PepperChain: top 100 Arbus Chirpers share 90% of 2.8T $PEPPER
📰 News
• JPMorgan expects the Fed to cut rates in December
• Nasdaq seeks to quadruple BlackRock’s IBIT options limits to boost institutional trading and liquidity
• Tether is now the world’s largest independent holder of gold
• Upbit confirms ~$37M Solana hack; losses fully covered, no user impact
👍 Good Reads
• @icobeast - Dumb Money Wealth Creation Cycles (and why CT is miserable in Q4 2025)
• @arkham - The top 100 holders of crypto
🔔 New Protocols
• @faremeterxyz
• @risedotrich
💰 Crypto Fundraising
• @SpaceComputerIO (Blockchain Infrastructure) - 10m Seed led by @Maven11Capital @lattice_fund
• @NextonNode (DeFi) - 4m Strategic
💵 Airdrops
• @PenguClash launches an SBT on @AbstractChain
🖥 Videos & Podcasts
• @KevinWSHPod - How 98% of Crypto Users Are Vulnerable to HACKS (you could be next) - Trezor CEO | E149
• @Bankless - Anthony Sassano on Why This Cycle Isn’t Playing Out Like the Last Ones
👋 Opportunity
• @infinex opens a public Sonar sale: 5% of INX at a $300M FDV, with $200–$5,000 orders, lottery allocation, and a 1-year lock before TGE on Jan 15, 2026
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Chung Research Note #4 - Canton Network
Executive Summary
- Canton Network is a privacy-enabled open blockchain for institutional finance that synchronizes assets and data in real time while preserving regulatory-grade privacy, and it already processes over $6T+ in tokenized RWAs and $280B+ in daily U.S. Treasury repo settlements
- Developed by Digital Asset and led by Yuval Rooz, Canton Network launched in 2023 and uses the Daml smart-contract language and the Global Synchronizer to enable atomic cross-application transactions. Its key feature is “selective transparency,” visible to regulators but hidden from competitors
- Canton Network powers major institutional use cases in RWA tokenization, stablecoin payments, and crypto derivatives, backed by nearly 400 participants including Goldman Sachs, BNP Paribas, and Circle, all connected through the Canton Coin ($CC) economy driving “AllFi.”
- 2026 will be the year of “practical privacy crypto,” and regulatory progress like the US Digital Asset Market Clarity Act could help Canton network expand assets, scale the RWA market, and transform global capital flows
Read the full research on Substack
2025/11/24 📈
Today's Newsletter
💡@almanak is your personal AI quant team, launching Strategy Builder V1 on Nov 27 to turn trading ideas into fully on-chain, AI-built strategies
📰 News
• South Korea’s Upbit plans Nasdaq listing after merging with Naver
• Revolut completes share sale at $75 billion valuation
👍 Good Reads
• @CryptoParadyme - Navigating a Bitcoin Bear Market
• @jesswpotato - Stablecoin Yield
🔔 New Protocols
• @Sunrise_DeFi
• @bonadfun
💰 Crypto Fundraising
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💵 Airdrops
• @monad Mainnet is live and $MON airdrop has been distributed
🖥 Videos & Podcasts
• @jvisserlabs - AI panic, Bitcoin crash, and bubbles hide opportunity
• @Cryptocito - Cosmos Crypto Updates & Monad $MON Airdrop
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2025/11/20 📈
Today's Newsletter
💡@StratiumX closed testnet invites 100 traders to shape its first structured markets before mainnet
📰 News
• US Sept. jobs beat expectations with +119K payrolls, 4.4% unemployment, and 3.8% YoY wage growth
• Rep. Warren Davidson proposes Bitcoin tax payments to fund a BTC reserve
• UAE’s ADIC triples its Bitcoin ETF stake to $518M ahead of the market drop
• BlackRock plans to launch a new staked Ethereum Trust in Delaware
👍 Good Reads
• @ditto_ - Make Prediction Great Again
• @galaxyhq @OKX_Ventures - Key Takeaways from Galaxy's Q3 2025 Crypto Leverage Report
🔔 New Protocols
• @arkhai_io
• @microagi_inc
💰 Crypto Fundraising
• @DoppelHQ (Blockchain Service) - 70m Series C led by @BessemerVP
• @ZENi_io (Blockchain Service) - 1.5m Seed led by @waterdripfund @MindfulnessCap
• @RaylsLabs (Chain) - $TBD investment from @Tether_to
• @thehellolabs (GameFi) - 4.6m
💵 Airdrops
• @build_on_bob airdrop claim
• @irys_xyz $IRYS Airdrop Registration
🖥 Videos & Podcasts
• @KevinWSHPod - Coinbase Founder: How I Built The Largest Crypto Exchange From $0 to $100 Billion in 9 years
• @notthreadguy - Murad: $10M+ Bitcoin Price Target, Memecoins in 2026, Murad's List and More
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Chung Research Note #3 - TradeXYZ
Executive Summary
- TradeXYZ, launched in 2025 on Hyperliquid, uses HIP-3 to bridge TradFi and DeFi. It offers 24/7 cross-asset perps, flagship indices like XYZ100, and spot markets, enabling users to hedge, trade leveraged strategies, and build custom apps via Hyperliquid APIs
- TradeXYZ outperforms competitors by offering stock and crypto perps with zero fees, 10x leverage, and Hyperliquid’s unmatched L1 speed, making it one of the most accessible TradFi-to-DeFi bridges
- TradeXYZ’s mostly pseudonymous team, connected to Hyperliquid contributors, is self-funded through the Hyperliquid ecosystem, with growth boosted by HIP-3 grants and other ecosystem incentives
- The platform prioritizes Hyperliquid users with over $5M traded. Early users could be eating good, so join the waitlist before the public launch!
Check Substack for the full research
2025/11/17 📈
Today's Newsletter
💡@yeet Sportsbook is live!
📰 News
• The U.S. aims to finalize a trade deal with China before Thanksgiving
• Strategy bought 8,178 BTC (~$835.6M at ~$102K each)
• Trump administration may let IRS tax Americans’ foreign crypto accounts
• Japan is slashing crypto taxes from 55% to a flat 20%
• @aave brings on-chain saving, earning, and borrowing to the Apple Store
👍 Good Reads
• @chingtsengtw - The Real Barrier to AI-Agent Micropayments: Finality Risk
• @artemis - Stablecoin Landscape Map V2
🔔 New Protocols
• @Alignerz_
• @NestExchange
💰 Crypto Fundraising
• @CodexField (Blockchain Service) - $TBD investment from @onebit_ventures
💵 Airdrops
• @apeinapp - Ultimate guide to @Polymarket
🖥 Videos & Podcasts
• @docXBT - WHERE IS THE #BTC RELIEF RALLY?!
• @leviathan_news - Llama Party: Vibe building with @CurveCap
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2025/11/13 📈
Today's Newsletter
💡Join top creators in Lisbon at @CCCCampus #CCCCLisbon2025 and share your first post
📰 News
• December rate cut odds fall below 50% after White House statement
• Trump signs bill to end US government shutdown
• Czech Central Bank purchases $1M in Bitcoin and crypto
• Taiwan legislator says central bank will study Bitcoin as a strategic reserve
• Grayscale files for IPO
• NH Bank tests stablecoin tax refunds on Avalanche
• UFC partners exclusively with crypto prediction platform @Polymarket
• First US spot $XRP ETF starts trading
👍 Good Reads
• @VitalikButerin - The Trustless Manifesto
• @AntonioSco_MOV - Why 9 out of 10 Projects Fail at TGE
🔔 New Protocols
• @cypherpunktech
• @leanEthereum
💰 Crypto Fundraising
• @SelfProtocol (Blockchain Service) - 9m Seed
• @Acurast (Blockchain Service) - 11m
• @KyuzosFriends (GameFi) - 11m
💵 Airdrops
• @billions_ntwk $BILL Tokenomics is live
🖥 Videos & Podcasts
• @sassal0x - Fusaka is coming, Lean Ethereum update and more - The Daily Gwei Refuel #849
• @docXBT - Momentum Loss or HTF Bottom?
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Chung Research Note #2 - zkPass
Executive Summary
- zkPass is a zkTLS-based protocol that enables users to securely prove the authenticity of data from any HTTPS site in under 1 second using 3P-TLS, MPC, and hybrid ZK proofs, ensuring privacy, data integrity, anti-tampering, and memory-efficient zero-knowledge proof generation.
- zkPass has generated over 10M ZKPs across 300+ schemas, including Binance, Bybit, Coinbase, Apple, Facebook, Twitter, TikTok, and has integrated with 80+ projects like Galxe, Tea Protocol, Authena, Verax, Open Campus, and Soneium (Nov 2025).
- Raised a total of $17M: $2.5M Seed (Aug 2023) from Binance Labs, Sequoia China, OKX Ventures; $12.5M Series A (Oct 2024) from dao5, Animoca Brands, Flow Traders; $2M Kaito Launchpad (Nov 2025) at $100M FDV with ~$79M committed and nearly 40× oversubscription, indicating strong community anticipation and investor confidence.
- zkPass has evolved from a privacy KYC tool into the foundational infrastructure for the "Verifiable Internet", outpacing Reclaim Protocol and Opacity Network by 12–18 months in proof speed, schema coverage, mobile UX, and real-world adoption.
- With Proxy node decentralization and AI-maintained Schema Factory launching Q1 2026, zkPass is positioned to become Web3's HTTPS layer, current $100M FDV (Community Round) is the mispriced infrastructure asset of the cycle.
Check Substack for the full research
2025/11/10 📈
Today's Newsletter
💡@fogo Portal Bridge (via Wormhole) enables seamless USDC transfers, integrated into Fogo Sessions login
📰 News
• Senate reaches agreement to end US government shutdown
• Trump announces $2,000 payment to most Americans from tariff revenues
• CFTC’s Caroline Pham says leveraged spot crypto trading may launch on U.S. exchanges next month
• Strategy has bought 487 BTC for ~$49.9M, averaging ~$102,557 per coin
• Vivek Ramaswamy's Strive buys 1,567 BTC for $162M
• Republic Technologies (CSE: DOCT) raises $100M to expand ETH staking, allocating over 90% to ETH purchases
• Coinbase to launch a token sale platform for retail investors and issuers
👍 Good Reads
• @conksresearch - Plumbing Notes: It's Not QE
• @chaoslabs - DeFi’s Contagion Loop: The Cost of Hidden Dependencies
🔔 New Protocols
• @c402markets
• @Bangers
💰 Crypto Fundraising
• @riftdex (DeFi) - 8m Seed led by @paradigm
• @kyofinance (DeFi) - 5m Series A led by @castrumistanbul @tbvxyz @BZB_Capital
• @commonwarexyz (Blockchain Infrastructure) - 25m led by @tempo
💵 Airdrops
• @coingecko users can claim @moonbirds SBT
🖥 Videos & Podcasts
• @_choppingblock - Balancer Hack: Reminder That Nothing Is Risk-Free
• @VirtualBacon0x - Why Now Is the WORST Time to Sell Your Crypto
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2025/11/6 📈
Today's Newsletter
💡@megaeth allocation checker is live, users without $MEGA can withdraw, while holders can keep or cancel (forfeiting tokens) before Nov 19
📰 News
• Robinhood $HOOD may buy Bitcoin for its balance sheet
• $11.6T Charles Schwab CEO says Bitcoin trading will start in 2026
👍 Good Reads
• @RayDalio - Stimulating Into a Bubble
• @cchungccc - Chung Research Note #1 - @SelfProtocol
🔔 New Protocols
• @harmonic_gg
• @the_small_thing
💰 Crypto Fundraising
• @Funes_World (Blockchain Service) - $TBD investment from @yzilabs
• fomo (DeFi) - 17m Series A led by @benchmark
💵 Airdrops
• @AlloraNetwork eligibility checker drops tomorrow
🖥 Videos & Podcasts
• @notthreadguy - Orangie: Memecoins in 2025, Trading Advice, BEST Traders and More | TG Podcast
• @KevinWSHPod - Why Your Crypto Balance Isn't Private (And Why That's Dangerous) - Zcash and Solana Expert | E146
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2025/11/5 📈
Today's Newsletter
💡@Stable’s Phase 2 Pre-Deposit Campaign launches Nov 6, led by @hourglasshq with a top investment bank, targeting $500M USDC deposits to boost on-chain USDT liquidity
📰 News
• Trump praises crypto for easing dollar pressure
• Metaplanet takes a $100M loan backed by Bitcoin to buy more Bitcoin
• Ripple announces a $500M strategic investment led by Fortress and Citadel Securities, valuing the company at $40B
• @monad Mainnet will launch on November 24th
👍 Good Reads
• @stacy_muur - Neobank Almanack: The Only Article You Need to Read to Go Neobanked
• @0xOptimus - Prop AMMs vs. RFQs: The Importance of Composability
🔔 New Protocols
• @PolyScalping
• @cypher_ethereum
💰 Crypto Fundraising
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💵 Airdrops
• Espresso $ESP airdrop to reward community members across 30+ projects
🖥 Videos & Podcasts
• @KevinWSHPod - This Solution Will Save Crypto Developers Years of Wasted Work - Skate CEO | DROPS E23
• @mrblocktw - Cycle repeats, bubble returns, sell to survive (Ep. 1294)
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