KuCoin Ventures

Empowering Crypto/Web 3.0 Builders with Deep Insights and Global Resources.

[Axis @AxisFDN]

24 hours.

Tomorrow the Origin Vault opens on Ethereum L1. The same engine that has been running delta-neutral across fragmented markets is now open to you.

$50M cap. 2x multiplier on pre-deposits. That’s 20 Coordinates per day per dollar.

Mark your position tomorrow.

[KuCoin Ventures @KuCoinVentures]

📊 Market Signals 📊
Energy shocks reshape global rate expectations.
🦅 Fed rate hike probability hits 36.3% amid rising oil prices.
📈 ETH ETFs see $103M weekly net inflow, outpacing BTC ETFs.
🏦 Primary capital concentrates on late-stage infra (Augustus $180M raise).
Full Link: [https://t.co/FC2ekrYe0i]

[KuCoin Ventures @KuCoinVentures]

🚀 KuCoin Ventures Weekly TL;DR 🚀
Well-funded Web3 projects face a sharp shakeout.
💥 Movement & Storj enter Chapter 11.
🏛️ Causes: Governance failures & legacy liabilities.
▪️ Survival now demands real revenue, cash flow & internal controls over mere valuation.
#Web3 #Crypto

[KuCoin Ventures @KuCoinVentures]

Full Link: [https://t.co/Ck5BzpsKfJ]

[KuCoin Ventures @KuCoinVentures]

🚀 KuCoin Ventures Weekly TL;DR 🚀
Stablecoin competition is shifting to infrastructure consolidation:
▪️ Circle secures OCC approval for a national trust charter 🏗️
▪️ US CLARITY Act approaches critical Senate vote ⚖️
▪️ Stripe bids $53B for PayPal Focus is now full value chain control. 💳
#Crypto

[KuCoin Ventures @KuCoinVentures]

📊 Market Signals 📊
Geopolitics drive oil up & tech deleveraging. Crypto remains resilient:
▪️ BTC & ETH rebound on renewed spot ETF inflows 💵🟢
▪️ Stablecoin cap shrinks; limited new capital entry 💸
▪️ Citadel invests $400M in mature infra💰

[KuCoin Ventures @KuCoinVentures]

Full Link: [https://t.co/mLmbD6kBAA]

[KuCoin Ventures @KuCoinVentures]

🚀 KuCoin Ventures Weekly TL;DR 🚀
TradFi on-chain infra enters a new phase:
• 🦅Robinhood L2: Multi-asset gateway. Memes led early vol, but built for RWA & tokenized stocks.
• 🏦 Swift Ledger: Shared ledger pilot with 17 banks enables 24/7 tokenized deposit settlement.
#TradFi #RWA #L2

[KuCoin Ventures @KuCoinVentures]

📊 Market Signals 📊
• 📈 Macro: Inflows hit tech/bonds; rate hike fears return on oil spikes.
• ⚡Crypto: BTC ETFs reverse outflows with +$197.4M net inflows.
• 💰Funding: $381M raised. SBI leads Gauntlet's $125M Series C for Japan's crypto infra.
#Crypto #Macro

[KuCoin Ventures @KuCoinVentures]

Full Link: [https://t.co/qQ0bFvsRmY]

[KuCoin Ventures @KuCoinVentures]

🚀 KuCoin Ventures Weekly TL;DR 🚀
Open Standard launches OUSD, reconstructing stablecoin profit distribution. 🌐
🔹 Yield returns to ecosystem channels
🔹 Zero-friction minting & native gas
🔹 Consortium governance faces practical adoption tests
#Stablecoin #Web3

[KuCoin Ventures @KuCoinVentures]

📊 Market Signals 📊
Weak US NFP & falling oil ease rate-hike pressure, driving a macro-led crypto bounce. 📉
🔹 Liquidity: Cautious. BTC ETF outflows slow; stablecoin supply dips.
🔹 Funding: Capital favors AI/HPC infra & institutional data.
#Crypto #Macro

[Foresight News @Foresight_News]

🔭2026 下半年， Crypto 究竟将走向何方？

走过 2026 上半年宽幅震荡的多空拉锯，站在半年分水岭，所有人都在追问一个核心问题：褪去炒作泡沫、迈入机构化成熟期的 Crypto，2026 下半年究竟将走向何方？

本期「创作者说」聚焦「下半年 Crypto 走向」，我们邀请到了 2026 年 6 月 Foresight News 优秀创作者榜单中的：

🔹 @IOSGVC 的 Research Lead Mario
🔹龙野 @Tony_lza
🔹 @KuCoinVentures
🔹非小号 @fxh_crypto
🔹 @BitgetWalletCN
🔹Hotcoin 研究院 @Hotcoin_Academy
🔹鸭特 TATAYA @AttackOnTATAYA

并特别邀请了 Foresight News 编辑部的马赫 @1912212eth 、ChandlerZ 加入到本期讨论中。

我们围绕以下 5 个问题，和 Builder 们一起聊了聊：

▪️「下半年市场走向」
▪️「最看好的赛道和项目」
▪️「如何看待财库公司近期动态」
▪️「监管落地将有何变化」
▪️「给普通投资者的建议」

[KuCoin Ventures @KuCoinVentures]

Full Link: [https://t.co/9GTy7iL0ie]

[KuCoin Ventures @KuCoinVentures]

🚀 KuCoin Ventures Weekly TL;DR 🚀
• #DeFi & #RWA integration surges! Aave Horizon leads institutional lending 🏦
• TradFi validation: StanChart sets $3.5k price target for AAVE by 2030 📈
• Infrastructure boom: Kraken eyes Aave stake to expand multi-asset tech 🌐
#Crypto

[KuCoin Ventures @KuCoinVentures]

📊 Market Signals 📊
• Panic deepens (Fear Index: 15) with record $1.79B BTC ETF outflows 📉
• Hawkish Pivot: Fed drops rate cut guidance as inflation hits 4.1% 🦅
• Mega funding: Onyx Odds raises $20M as prediction markets boom 🏆
#Bitcoin #Crypto

[KuCoin Ventures @KuCoinVentures]

Full Link: [https://t.co/hh3eYchHpQ]

[KuCoin Ventures @KuCoinVentures]

🚀 KuCoin Ventures Weekly TL;DR 🚀
MSTR's capital flywheel is under pressure:
📉 $STRC preferred stock depegs below
⚠️ Yield spikes force 1st-ever $BTC sale
🔍 Focus: $STRC recovery & cash reserves
🌪️ Will the leverage cascade stabilize?
#Crypto #MSTR

[KuCoin Ventures @KuCoinVentures]

📊 Market Signals 📊
Macro & Markets diverge:
🛢️ US-Iran talks drop oil; Fed stays hawkish 🦅
📈 AI stocks rally while crypto lags
🧊 Weak ETF flows limit upside
🛠️ VCs pivot to utility: stablecoin infra & AI ID

[KuCoin Ventures @KuCoinVentures]

The winners will not simply be the platforms that list trending names first.
They will be those that clearly separate “non-equity price exposure” from “actual asset ownership” — and build around risk, disclosure, and education.
Full report: [https://t.co/nsN4mnifUf]
NFA.

[KuCoin Ventures @KuCoinVentures]

Crypto Pre-IPO markets are becoming one of the most important experiments at the intersection of CEXs, RWAs, and private-market access.
The key question is not “who listed OpenAI or SpaceX exposure first.”
It is: what exactly are users holding?

[KuCoin Ventures @KuCoinVentures]

The future of crypto Pre-IPO markets is unlikely to be a single-track race.
One path is trading infrastructure for 24/7 price discovery and long/short exposure.
The other is investment infrastructure for verified assets, custody, disclosure, and exits.