Everything Crypto ICYMI ā Saturdayās Editionāļø
---
šMacro, Markets & Global Economy.
ā¢Yesterday, $200M worth of crypto longs liquidated in 15 minutes.
⢠$BTCās 1-week realized volatility has dropped to 17%, near multi-year lows, per @cryptoquant_com
ā¢@POTUS says all damages done to ships will be paid for by Iranian money that the US has in its possession.
ā¢US diesel prices are at an ATH, per @politico
ā¢$40T US national debt now exceeds 123% of GDP.
---
šļøRegulation & Institutional Adoption..
ā¢The SEC proposes new rules to support the use of blockchain technology for securities transactions.
ā¢The @CFTC is moving to bring perpetual futures platforms into a compliant US regulatory framework.
---
šProduct & Ecosystem Updatesā¦
ā¢@Polymarket officially launches perpetual futures trading with up to 20x leverage for crypto, stocks, indices and commodities.
---
š§ DeFi & AI Agentsā¦.
ā¢@ether_fiās proposal to activate ETHFI token buybacks just passed.
ā¢@Aster_DEX extended its team token allocationās vesting cliff by 12 months.
ā¢@aave V4 deposits on @avax have climbed to nearly $20M, hitting fresh ATHs week after week.
---
šMarket Intelligence & Onchain Dataā¦..
ā¢@SpaceXās $SPCX surges 7.5% to $150.
ā¢@HyperliquidX currently blocks US users outright, treating them as restricted persons under its terms.
At a White House meeting with crypto and tech executives, Trump name-dropped Hyperliquid directly ā saying @CFTC Chair Mike Selig is working to bring the platform into the US āin a fully compliant and legal fashion.ā
Thatās the 1st time a sitting president has singled out a DEX by name.
Selig said heād lay out the regulatory path today at the CFTCās 1st-ever Innovation Advisory Committee meeting.
Nothing is approved yet ā a ācompliant pathā is a signal, not a launch date and CME & ICE are already lobbying for registration requirements.
FDV is back to $71.9B, within 6% of the ATH.
ā¢4 major perp DEXs are generating $324B in combined monthly volume.
@variational_io remains the only one without a token ahead of its expected Q4 TGE.
Variational currently has $1.44B in open interest against just $162M in TVL, runs an RFQ model and charges no trading fees.
ā¢@nvidia now makes up nearly 8% of the S&P 500 and is worth more than the combined Energy, Utilities, Real Estate and Materials sectors with a market cap above $5.2T.
---
š”ļøSecurity & Risk Monitorā¦ā¦
ā¢@Trezor says the ShipMonk data breach was larger than initially reported, affecting 67k more US customers.
ā¢@CertiK recorded 52 crypto-related wrench attacks in the 1st half of 2026, up 33% year-over-year, with 75% occurring in Europe.
ā¢@injective appears to have been exploited for $4.9M.
---
š® GameFiā¦ā¦..
ā¢šAmong the 3 blockchain games gaining the most traction right now, @pixels_online is down 20.47% over the past 24 hours.
---
š¢Real-World Assets (RWA) & Tokenizationā¦ā¦ā¦
ā¢Most Adopted Networks by RWA Holders:
ā¢@solana ā 306.8K
ā¢@RobinhoodApp ā 266K
ā¢@plumenetwork ��� 247K
ā¢@ethereum ā 203K
ā¢@BNBCHAIN ā 120K
ā¢@0xPolygon ā 22.5K
ā¢@base ā 19.7K
ā¢@StellarOrg ā 18.3K
ā¢@avax ā 8.8K
ā¢@arbitrum ā 8.71K
Solana leads with 306.8K holders and $4.9B in TVL, while Ethereum, with 203K holders, holds $41.7B ā roughly 8Ć Solanaās value.
Robinhood has 266K holders with no token, while Plume has 247K holders on just $11.8M TVL.
Base is the mirror image: only 19.7K holders but $4.65B in TVL, giving it one of the highest value-per-holder ratios on the board.
---
šToken Unlocks ā Ongoing Daily
⢠$CC @CantonNetwork ā $77.4M
⢠$TRUMP ā $64.6M
---
šDaily Movers (24H)
ā¢Top Gainers: $BNB, $HBAR, $SHIB, $SUI, $LTC
ā¢Top Losers: $LEO, $BCH, $AAVE, $PUMP
---
šÆFound this useful; Like, Retweet & see you next week by order of the Peaky Blindersā���
Everything Crypto ICYMI ā Fridayās Editionāļø
---
šMacro, Markets & Global Economy.
⢠$BTC rebounds to $82k as crypto market cap adds $135B in 24 hours.
ā¢US national debt has surged more than 170% since 2011.
2011: $14.79T
2012: $16.06T
2013: $16.73T
2014: $17.82T
2015: $18.15T
2016: $19.57T
2017: $20.24T
2018: $21.51T
2019: $22.71T
2020: $26.94T
2021: $28.43T
2022: $30.93T
2023: $33.17T
2024: $35.46T
2025: $37.46T
2026: $40.13T
ā¢Prime Minister Carney says Canada will resume trade talks with the US āwhen the Americans are ready.ā
ā¢The Iran war pushed US gasoline prices above $4 per gallon and diesel to $5.13.
ā¢@POTUS says the US Navy has 100% control of the Strait of Hormuz.
ā¢US M2 money supply rose by $102.8B in July to a record $23.22T, marking its 27th consecutive monthly increase.
ā¢The US dollar weakened for a 2nd straight month as plans to accelerate Treasury debt buybacks weigh on the greenback.
ā¢US unemployment rate data is due today, September 4.
---
šļøRegulation & Institutional Adoption..
ā¢@MorganStanley's @ethereum and @solana ETFs move 1 step closer to launch after updated filings revealed a 0.14% fee.
ā¢The House canceling 2 weeks of its September session could delay the crypto industry's top legislative priority, the CLARITY Act, until after the election.
ā¢The @CFTC filed a motion to dismiss CMEās lawsuit over perpetuals, arguing CME lacks standing because it could offer the products itself.
ā¢@okx warns that deposits from high-risk addresses may trigger AML reviews lasting 15 days or more, with accounts and funds potentially restricted.
ā¢The SEC has proposed a regulatory framework that could legalize ICOs in the US.
---
šļøInfrastructure & Network Developmentā¦
ā¢Banks and regulators across Europe, the Middle East and Asia are testing quantum-resistant crypto wallets and onchain transfers on @NEARProtocolās testnet.
ā¢The US Department of Commerce is using @chainlink to publish key macroeconomic data onchain, including real GDP, the PCE Price Index and real final sales to private domestic purchasers.
---
šProduct & Ecosystem Updatesā¦.
ā¢@coinbase launches 24/5 trading for nearly 4,000 US stocks in the UK.
ā¢@Ripple Prime launched Delta One, marking its 1st expansion into stock trading for institutional investors.
ā¢@VitalikButerin introduced Diamond iO, a new cryptography design aimed at making encrypted programs far more practical.
---
š§ DeFi & AI Agentsā¦..
ā¢@moonpay and @kamino are powering @PayBox, an agentic wallet for @claudeai, @grok and @ChatGPT
---
šMarket Intelligence & Onchain Dataā¦ā¦
ā¢@HyperliquidX daily revenue surged above $4M, its highest level in months, according to @DefiLlama
ā¢@TheEnergyMag estimates @Zcash mining generates $727 per MWh, more than 3Ć the industry HPC estimate and over 4Ć Bitcoin mining revenue.
ā¢@0xPolygon generated more than $1.3M in network revenue over the past 30 days.
ā¢@arbitrumās average monthly stablecoin transfer volume topped $70B in H1 2026, while stablecoin holders surged 40% to 10.5M.
ā¢@Robinhoodās $HOOD posts record Q2 revenue of $1.3B, beating EPS estimates on record trading activity, net deposits, prediction-market growth and tokenized-asset demand.
---
š”ļøSecurity & Risk Monitorā¦ā¦.
ā¢$3.63B has been stolen from crypto platforms between January 2025 and July 2026, across roughly 245 documented incidents.
More than $1.8B was lost through infrastructure and supply-chain vulnerabilities.
---
š®GameFiā¦ā¦..
ā¢Top blockchains powering crypto games right now:
@avax š+73.78%
@binance š+62.68%
@solana š+29.68%
---
šToken Unlocks ā Ongoing Daily
⢠$CC @CantonNetwork ā $77.4M
⢠$TRUMP ā $64.6M
---
šDaily Movers (24H)
ā¢Top Gainers: $ETH, $BTC, $SOL, $XRP, $HYPE
ā¢Top Losers: $LEO, $PUMP, $M, $DOT
---
šÆFound this useful, stay tuned for tomorrowās final weekend Update by order of the Peaky Blindersāļø
Everything Crypto ICYMI ā Saturdayās Editionāļø
---
šMacro, Markets & Global Economy.
ā¢Bitcoin falls below $77k as $200M in crypto longs are liquidated within 60 minutes.
ā¢Average US gas prices rise to $4.00 per gallon as the conflict with Iran resumes.
ā¢US 30-year Treasury yields reach their highest level since 2007.
ā¢@POTUS says the US stepped in to support the Japanese yen as a āsignal of friendship.ā
ā¢US oil imports from Saudi Arabia fall to 0 for the 1st time in 40 years.
ā¢US banks are sitting on roughly $325B in unrealized losses, according to Barchart.
⢠The US plans to impose an additional 7.5% tariff on Chinese goods, Bloomberg reports.
ā¢Canada announces retaliatory tariffs of up to 50% on $20B worth of US goods.
ā¢Fed Chair Kevin Warsh says inflation remains too high and the Fedās primary focus should remain on prices.
His Jackson Hole message:
āThe 2% PCE inflation target remains āfirm and fixed.ā
āSummer inflation data has improved, but underlying trends haven't changed meaningfully.
āFinancial conditions are not restrictive.
āLabor markets remain stable.
āA āgood majorityā of officials favored waiting before changing rates in July.
---
šļøRegulation & Institutional Adoption..
ā¢The SEC posts a filing for the @21Shares XRP ETF associated with $XRP.
---
šļøInfrastructure & Network Developmentā¦
ā¢@HyperliquidX expands HIP-1 with deployer-controlled scaleWei, enabling balance adjustments for token repricing.
---
šProduct & Ecosystem Updatesā¦.
ā¢@Kinetiq_xyz announces Elysium, its own L2 built on top of HyperEVM.
ā¢@0xPolygon announces work on a staking and tokenomics overhaul proposal.
ā¢@LayerZero_Core introduces ATLAS, backend infrastructure designed for trading.
---
š§ DeFi & AI Agentsā¦ā¦
ā¢@ethereumās staking ratio hits an ATH of 34.4%, up from 30% at the start of the year, according to @tokenterminal
---
š¢Real-World Assets (RWA) & Tokenizationā¦ā¦
ā¢The tokenized-equities race is shifting;
Just a month ago, @solana led tokenized-equity spot volume.
Now, @RobinhoodCryptoās Robinhood Chain has overtaken it as the largest chain by tokenized-equities spot volume.
The interesting part is how Robinhood created that activity.
@bankrbot allows users to launch memecoins paired against tokenized stocks rather than stablecoins, supporting more than 90 tickers including $NVDA, $TSLA, $AAPL and $SPY.
That means tokenized stocks aren't simply being held, they're becoming liquidity for crypto speculation.
$NVDA/ $USDG volume jumped from under $500K to $4.5M in a day, while $GME became Robinhood Chainās most-traded tokenized equity at roughly $26.6M in daily volume.
The bigger shift: tokenized equities are evolving from simple onchain price exposure into actual liquidity infrastructure for DeFi and crypto trading.
---
š”ļøSecurity & Risk Monitorā¦ā¦.
ā¢Around 60% of crypto platforms exploited since early 2025 had completed independent security audits, according to @CoinGecko
The uncomfortable takeaway: an audit does not automatically mean a protocol is safe.
Many exploits occur outside the assumptions and scope covered by conventional audits
ā¢@avici says it will fully refund all 1,685 users affected by its $500,859 card-balance breach.
---
š® GameFiā¦ā¦..
ā¢@TheSandboxGame says compensation claims will open within 2 weeks based on a pre-attack onchain snapshot.
---
šToken Unlocks
⢠$FF @FalconStable ā $18.85M, Aug. 29ā30
⢠$GRVT @grvt_io ā $13.68M today, Aug. 29
⢠$CARDS @Collector_Crypt ā $6.18M today, Aug. 29
⢠$TAO @bittensor ā $5.94M ongoing daily
⢠$GRASS @grass ā $7.73M ongoing daily
⢠$TRUMP ā $15.5M ongoing daily
---
šDaily Movers (24H)
ā¢Top Gainers: $LEO, $ZEC, $CC, $ASTER, $PI
ā¢Top Losers: $BCH, $ADA, $LINK, $GRAM, $SHIB
---
šÆFound this useful; Like, Retweet & see you next week by order of the Peaky Blindersāļø
Everything Crypto ICYMI ā Fridayās Editionāļø
---
šMacro, Markets & Global Economy.
ā¢$81k Bitcoin.
ā¢@nvidia $NVDA added more than $400B to its market cap yesterday, its 2nd-largest single-day gain ever.
ā¢US stocks are on pace for their 2nd-best decade on record, with the S&P 500 up 141% since the end of 2019 and projected to finish near +277%, according to The Kobeissi Letter.
ā¢The 30-year US Treasury yield has climbed to its highest level since 2007.
ā¢Bank of America still expects the Fed to deliver 75 basis points of rate hikes this year, starting in September, despite weaker-than-expected US jobs data.
ā¢Canada suspended trade talks with the US and says it will match tariffs dollar for dollar.
ā¢Chevron is exploring new pipeline routes in Iraq to bypass the Strait of Hormuz.
ā¢Iran says it has suspended its commitments under Juneās agreement with the US as tensions continue to escalate.
ā¢The US reportedly used euros instead of dollars to buy yen, avoiding any appearance of weakening its own currency, per Bloomberg.
ā¢Macro watch: Kevin Warsh is scheduled to speak today, August 28.
---
šļøRegulation & Institutional Adoption..
ā¢The UK is set to formally order the Bank of England to advance stablecoin and digital-money innovation.
ā¢OCC says the final GENIUS Act rules are coming by November.
ā¢US Senators have called for an SEC investigation into @POTUS' crypto memecoin, accusing it of being a ārug pull.ā
$TRUMP went down 95% since launch.
ā¢@Grayscale is allocating its entire 1st-year management fee to $ZEC awareness and education, according to @BarrySilbert
---
šļøInfrastructure & Network Developmentā¦
ā¢@BNBCHAINās Pasteur hard fork is now live, strengthening bridge and validator security while targeting greater transaction capacity.
ā¢@justinsuntron says @trondao aims to complete its quantum-resistant network upgrade by year-end.
---
šProduct & Ecosystem Updatesā¦.
ā¢@Uniswap launched Pools, a new token launchpad on Robinhood Chain.
ā¢@coinbaseās tokenized stocks are now live on @base, offering 24/7 trading, 1:1 backing through a regulated trust and composability across Base DeFi.
⢠$KNTQ ā @Kinetiq_xyz teased a major announcement for this week.
---
š§ DeFi & AI Agentsā¦..
ā¢@aave V4 active loans hit a new ATH of $213M.
ā¢@Lighter_xyz released its RFQ trading mechanism to the public.
ā¢@arbitrum DAO is discussing 2 new potential revenue streams: priority gas auctions and a fast feed.
ā¢@kamino introduced Kamino Fixed Rates, an upcoming fixed-term, fixed-rate lending product scheduled to launch this quarter.
---
šMarket Intelligence & Onchain Dataā¦ā¦
ā¢@HyperliquidX hit 263,419 active perpetual traders.
ā¢RLUSD has surpassed $2B in market cap, with nearly $1B issued directly on the XRP Ledger.
---
š¢Real-World Assets (RWA) & Tokenizationā¦ā¦.
ā¢Tokenized T-Bills are seeing a major shift in where institutional capital is settling.
BNB Chain added $2.8B in tokenized T-Bills this year ā nearly twice Ethereumās $1.5B and more than the rest of the listed chains combined.
The interesting part is the specialization:
ā¢@BNBCHAIN ā +$2.8B
ā¢@ethereum ā +$1.5B
ā¢@solana ā +$23.7M
Solanaās RWA growth is being driven more by stocks, credit and commodities, while BNB Chain and Ethereum are capturing more of the tokenized-yield market.
Data source š @tokenterminal
---
šToken Unlocks ā Ongoing Dailyā¦ā¦.
⢠$TAO @bittensor ā $5.94M
⢠$GRASS @grass ā $7.73M
⢠$TRUMP ā $15.5M
---
šDaily Movers (24H)
ā¢Top Gainers: $SOL, $ZEC, $TRX, $BTC, $ETH
ā¢Top Losers: $CC, $ADA, $BCH, $TAO, $CRO
---
šÆFound this useful, stay tuned for tomorrowās final weekend Update by order of the Peaky Blindersāļø
Everything Crypto ICYMI ā Saturday's Editionāļø
---
šMacro, Markets & Global Economy
ā¢The U.S. imposed new sanctions on Iran.
ā¢@POTUS said he will not sign the housing bill passed by Congress.
ā¢The Total Crypto Market has added $170B since July 1.
ā¢This marks the first green week for U.S. spot $BTC ETFs since May.
---
šļøRegulation & Institutional Adoption
ā¢EU officials are preparing "MiCA 2.0," which would expand MiCA to cover non-EU stablecoin issuers in response to the U.S. GENIUS Act.
---
šļøInfrastructure & Network Development
ā¢@base said the B20 Token Standard launch has been delayed due to a @github outage.
ā¢@chainlink announced CCIP has surpassed $21B in transferred volume and now supports more than $62B in cross-chain token value.
---
š Product & Ecosystem Updates
ā¢@krakenfx is preparing to relaunch its mobile app with AI-powered agentic trading as a core feature.
ā¢@jito's JTX Trading Terminal entered early access in late June, with a public rollout targeted for early July.
ā¢3 Upcoming Crypto Launches
ā¤@theInterfold ($FOLD) ā Auction (July 8ā10) beginning at a $20M FDV with a 40-day cooldown after the auction.
ā¤@grvt_io ($GRVT) ā Listing on July 21 with a 28% community airdrop allocation and Tier-1 CEX listings expected.
ā¤@squidrouter ($QUID) ā TGE expected in early Q3 after its public sale closed 44% oversubscribed.
---
šMarket Intelligence & Onchain Data
ā¢ā”ļøPerp DEX Launch Forecasts on @Polymarket
ā¤Polymarket traders are pricing FDV expectations for upcoming launches including @Variational_io, @edgeX_exchange, @grvt_io, @Extendedapp, @pacifica_fi and @StandX_Official
ā¢ā”ļøTop Derivatives Protocols by Perpetual Volume
ā¤@HyperliquidX led with $245B in 30-day perpetual volume, followed by @Aster_DEX ($60.4B), @OfficialApeXdex ($50.4B) and @Lighter_xyz ($45.2B). Hyperliquid also leads open interest at $9.32B.
---
š”ļøSecurity & Risk Monitor
ā¢99 crypto hacks occurred during Q2 2026, making it the worst quarter on record for crypto exploits.
ā¤DeFi security remains one of the industry's biggest challenges.
---
š§ DeFi & AI Agents
ā¢@aave V4 has surpassed $275M in deposits.
ā¢@Uniswap has processed more than $1B in trading volume on Robinhood Chain since launch, according to @DefiLlama
ā¢@ethena's Steakhouse High Yield Vault surpassed $200M just one month after launch.
ā¢@jpmorgan built AI agents that dynamically rotate between stocks and bonds, outperforming a traditional 60/40 portfolio by 0.7 percentage points annually in backtests, according to Bloomberg.
---
š¢Real-World Assets (RWA) & Tokenization
ā¢Plume brings institutional RWA yield to Binance Wallet.
ā¤@plumenetwork's nBASIS vault is now live inside @BinanceWallet, combining @Bitwise's Crypto Carry Fund and Invesco's tokenized U.S. Treasury fund (USTB), with tokenization provided by Superstate.
ā¤Tokenized RWA TVL has increased roughly 420% over the past year as distribution becomes the industry's next major focus.
---
šToken Unlocks
⢠$CC @CantonNetwork ā $20.7M ongoing daily
⢠$WLD @worldnetwork ā $16.1M ongoing daily
⢠$TRUMP ā $10.7M ongoing daily
---
šDaily Movers (24H)
ā¢Top Gainers: $XMR, $BNB, $ZEC, $CC, $DEXE
ā¢Top Losers: $HYPE, $SOL, $XLM, $BCH, $HBAR
---
šÆFound this useful; Like, Retweet & see you next week by order of the Peaky Blindersāļø