Sharding Capital

A middle-eastern based web3 fund aiming to supporting aspiring founders from day one.

🔋: @ShardDXB
🏠: @ShardDubai
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[Sharding Capital @ShardingCapital]

Welcome to the 154th edition of Sharding Weekly!

2026/11/2 - 11/8

Some Highlights:

🔸Democrats win both the US House and Senate

🔸House Democrats plan to fold Waters’ crypto bill of rights into a broader market structure bill expanding SEC oversight over the CFTC

🔸House Democrats plan a wider crypto market structure bill next Congress

🔸Elizabeth Warren expected to chair Senate Banking alarming Wall Street and crypto

🔸US added 165,000 jobs in October with unemployment down to 4.1%. Both beat expectations

🔸The 401(k) crypto rule is now at the White House for final review

🔸CFTC approves perpetual futures trading on individual US stocks

🔸Morgan Stanley becomes one of the first major banks to tokenize US stocks and bonds onchain

🔸Democrat calls for pausing advanced AI and banning superintelligence as the party takes Congress

---
📰News
$BTC
•Coinbase increases its Bitcoin holdings to 18,000 BTC
•Strategy bought 811 BTC
•Strategy’s $STRC hits $100 for the first time since May
•Strive acquired 124 BTC

$ETH
•BitMine adds 8,573 ETH

AI
•Abu Dhabi signs four AI deals with OpenAI covering government, energy, and investment
•OpenAI launches Images 2.6
•OpenAI raises $11B at a $1.25T valuation
•Major investors doubt Anthropic can hit a $1.5T IPO valuation
•SpaceX, Anthropic, and OpenAI IPOs face up to 83% insider dilution by June 2027
•@Muse launches voice conversations with its AI assistant

Others
•South Korea postpones crypto taxation to 2029
•Hong Kong passes crypto tax reporting law for exchanges
•Kazakhstan puts $100M into crypto funds including Brevan Howard Digital
•Kalshi launches first US-regulated single stock perps with $300M traded day one
•Hyperliquid Strategies files for FCM status with the CFTC to serve US clients on HIP-3 markets
•Brazil’s largest crypto exchange Mercado Bitcoin suspends transfers following a reported $40M hack
•NEAR Intents blocked over $500M in quotes from the Binance hackers

---
📖Good Reads
•@a16zfrontier - When software stops being the moat
•@citrini - State of the Themes
•@daisydwolf - The State of Longevity
•@binance - 29 October Binance Security Incident: Initial Findings and Response Update
•@kwharrison13 - The McDonaldization of Venture Capital
•@thedankoe - The most lucrative AI business to start in 2027
•@RohOnChain - How to Use Grok Bot to Build a Team of AI Trading Agents
•@minnus - Pearl: Bitcoin for AI?
•@UberEng - Securing AI Agents: Lessons From Real-World Deployment
•@DualityResearch - One Last Hurdle Before Year-End
•@_SEAL_Org - TraderTraitor vs Contagious Interview - A Look at Binance’s Initial Incident Report

---
💰Crypto Fundraising
DeFi
•@soter_insure - $TBD Series B led by @galaxyhq

RWA
•@uraniumdigital_ - 16.5m Series A led by @bcap

Infrastructure
•PropHub - $TBD Strategic led by @MerchantSeven

Prediction Markets
•@crshmarket - 3.5m Seed led by @6thManVentures

Brokerage
•@StableStock - $TBD Strategic
•@lo_tech - 12m Series A led by @MMC_Ventures

Payments
•@BloquoFinance - 3.7m Seed led by Triaxis Capital and Crescera Capital
•@TakenosApp - 7m Extended Seed led by @NorthIslandVC and @RoadCapMgmt

Wallet
•@unruggable_io - 500k led by @colosseum

That’s all🥂

---
If you feel this thread is helpful, welcome to follow @ciaobelindazhou @cchungccc

Thank you for all your support!

Have a great day!

Full content 👇

https://t.co/XqvqLWwfLe

[Sharding Capital @ShardingCapital]

📒: https://t.co/iQwjogRH6O

[GOAT Network @GOATNetwork]

The GOAT Recap:

Ziren 2.0 is live. The zkVM at the heart of GOAT Network's proving shipped a new core this week - and with it, real-time proving of Ethereum.

Also: GOAT Network content on six more channels, a new community campaign, the October newsletter, and more.

🧵⬇

[Shuffle.com @shufflecom]

Stonks is going live soon on https://t.co/cPdt5mqM9y. The seeding will follow the same verifiably random process used by RHavar for Bustabit, ensuring completely fair and transparent outcomes.

We have generated a chain of 20,000 SHA-256 hashes, one for each 24-hour round, which we will play through in reverse order. To let you verify that we aren't switching to a different chain, the final hash of the chain is:

a52acaa82742932aca96e649a69b977882a3ee0ade2028dd57054b49548d3b35

Additionally, each game's result will incorporate the hash of a future Bitcoin block #974597, which has not been mined. We'll update here once it has been mined.

[OpenEden @OpenEden_X]

#OpenDigest | 6 November 2026

Each week, we bring you the biggest headlines, sharpest insights, and key updates on stablecoins, tokenized RWAs, and the OpenEden ecosystem.

All in one place.👇

[Velocity @VelocityDEX]

The Velocity Trading Challenge is live 🏁
14 days. The top 3 traders by taker volume split 6,000 USDT.
🥇 3,000 USDT
🥈 2,000 USDT
🥉 1,000 USDT
📅 Nov 5 → Nov 19, 12:00 UTC
All markets count. No sign-up, just trade.

Rules: https://t.co/546JpbXKGY
Leaderboard: https://t.co/claUITbHD2

[Sharding Capital @ShardingCapital]

Welcome to the 153th edition of Sharding Weekly!

2026/10/26 - 11/1

Some Highlights:

🔸Fed keeps rates steady at 3.75-4%

🔸Binance commits over $6.34B of its own funds to cover the hack

🔸Binance reopens withdrawals in phases

🔸FBI attributes the $6B Binance hack to North Korea

🔸CFTC proposes new cybersecurity rules for crypto exchanges

🔸NYSE owner to bring Hyperliquid perpetual futures to regulated US markets

🔸Druckenmiller among others backing @tradexyz in Hyperliquid’s US entry push

🔸ICE walks back @tradexyz announcement language to “plan to bring” and “subject to regulatory approvals.”

🔸Elon Musk warns lenders have cut off funding to AI data center-dependent companies

🔸Anthropic files for US IPO

🔸OpenAI raised about $11B against an initial $30B target

---
📰News
$BTC
•Dubai royal-backed Standard Asset Company launches $1.5B Bitcoin strategy
•Thailand’s Supreme Court rules Bitcoin is legal property
•Vanguard with $13.3T under management buys $7.5M of Metaplanet shares

$ETH
•BitMine added 10,452 ETH

AI
•OpenAI releases GPT-6.1 Terra
•Google DeepMind unveils Genie 4 with native audio and real-time control
•Google launches Gemini 4 Carbon

Others
•Bloomberg and two trading firms will pay Truth Social for faster access to Trump’s posts
•Moscow Exchange to open crypto trading across all sessions from December 1
•CZ confirms a new parallel high-speed L1 for BNB Chain
•NBA becomes third league to sign with Kalshi and Polymarket
•Ripple receives full US regulatory approval to operate as a national trust bank
•Synthetix and Infinex merge teams and tease mobile trading app Motion
•Polymarket fixed an issue on its international platform caused by a compromised third-party provider and says affected users will be made whole
•Bithumb breach exposed 6,444 customer records including ID documents and bank details though funds remain secure

---
📖Good Reads
•@CryptoHayes - The Trifecta
•@jt_rose - Owning a piece of the AI economy
•@FredaDuan - 10 takes from 50 conversations at the robotics frontier
•@VitalikButerin - Digital minimalism
•@castle_labs - The Next-Gen DEX @metricxyz
•@momilio - The Biggest Opportunity In Crypto
•@intangiblecoins - Why Now Is the Time to Add and Hold BTC
•@lsukernik - Sandcastles
•@shaundadevens - Trade[XYZ] × ICE: Bringing Hyperliquid to TradFi
•@sebbydavies - The Container Is Only Half the Story

---
💰Crypto Fundraising
RWA
•@BirchHill_io - 4m Seed led by @multicoin
•@ibisfinancialHQ - $TBD Pre-Seed led by @FalconXGlobal

Prediction Markets
•@Kalshi - 1B Series G led by @sequoia @wellingtonmgt

Exchange
•@Mochatradeapp - 5.5m Seed led by @coinfund
•@cancore_io - 7.2m Seed

Payments
•@fun - $TBD investment from @IOSGVC
•@PhotonPay - 40m Series C led by @bcap

AI
•@hyperbolic_labs - 30m Extended Series A led by @walden_catalyst

Mining and Compute
•@luxor - 16m Strategic led by @CMT_Digital

Interoperability
•@spicenet - 5m Series A led by @daofive

Compliance
•@0xPredicate - 8m Series A led by @bcap

That’s all🥂

---
If you feel this thread is helpful, welcome to follow @ciaobelindazhou @cchungccc

Thank you for all your support!

Have a great day!

Full content 👇

https://t.co/XqvqLWwfLe

[Sharding Capital @ShardingCapital]

📒: https://t.co/iQwjogRH6O

[Echelon @EchelonMarket]

🚨 URGENT SECURITY NOTICE: ECHELON DOMAIN

We are investigating a potential domain hijacking incident affecting the official Echelon website.

The Echelon domain appears to have been redirected to an unauthorized site that may be a phishing clone.

Until further notice:

* DO NOT visit the Echelon website.
* DO NOT connect your wallet or sign any transactions on the site.
* DO NOT enter your seed phrase or share any wallet credentials.
* Be cautious of links claiming to be official Echelon links.

Our team is actively working to restore the domain and secure access. We will share updates as soon as more information is available.

[BOB @build_on_bob]

Stablecoins to stocks, now on BOB Gateway.

122 new @robinhoodcrypto routes are live: swap USDC, USDT, and ETH directly into USDG and the ten most traded Stock Tokens on Robinhood Chain from Ethereum, Arbitrum, Base, BSC and HyperEVM or on Robinhood Chain itself. Both directions.

Native BTC routes to all 44 Stock Tokens were already live. Now stablecoin and ETH holders get the same one-swap path.

https://t.co/IIlvyGaLik

[GOAT Network @GOATNetwork]

Whether your customers shop with Claude, ChatGPT, Muse, Gemini, or any other assistant, GOAT Flow puts your products in front of agents and makes your checkout ready for them - card or crypto.

Plug into the next multi-trillion dollar market.

→ https://t.co/hELMP8kNJ7

[OpenEden @OpenEden_X]

#OpenDigest | 30 October 2026

Each week, we bring you the biggest headlines, sharpest insights, and key updates on stablecoins, tokenized RWAs, and the OpenEden ecosystem.

All in one place.👇

[Sharding Capital @ShardingCapital]

Welcome to the 152th edition of Sharding Weekly!

2026/10/19 - 10/25

Some Highlights:

🔸US finalizes GENIUS Act stablecoin rules

🔸Mt. Gox extends its repayment deadline by a year to October 31, 2027

🔸Hint at a second $HYPE airdrop?

🔸SpaceX-Tesla deal targets close before end of Trump’s term

---
📰News
$BTC
•Strategy buys 267 BTC
•Strive buys 1,223 BTC
•MARA moved 1,000 BTC worth $82.8M to Binance and Gate over five days
•Switzerland approves its first retail spot Bitcoin ETF

$ETH
•Tom Lee’s BitMine buys 12,535 ETH worth $30M
•JPM Coin expands to Ethereum enabling 24/7 institutional settlement

$SOL
•JPMorgan’s tokenized money market funds launch on Solana
•SkyAI sells all its SOL and launches a $201M buyback

AI
•OpenAI is building humanoid robots with a demo expected in 2027
•MiniMax releases M3.1 Flash with claimed frontier performance at lower cost
•Moonshot teases Kimi K3.1

Others
•Europe’s largest banking network Sparkassen opens crypto trading to customers
•Singapore, Malaysia, and Thailand’s central banks deepen stablecoin ties with Ripple, Visa, and Mastercard
•Israeli Prime Minister Netanyahu calls for a crypto plan to counter potential sanctions
•Wells Fargo, Intuit, and 20 others push back on tokenized stock trading on OKX
•Binance’s AI Pro plans and tests workflows then waits for user approval
•Bitget plans a Thai crypto exchange acquisition
•@papertrade_xyz stays non-transferable to prevent manipulation via outside perp markets
•DefiLlama and Trueo launch prediction markets on protocol revenue and exploits
•OpenSea’s mobile app is now open to everyone supporting 25+ chains
•Hyperliquid Strategies lifts buyback program from $30M to $100M
•Swell DAO’s swETH and rswETH admin keys appear compromised
•A MoveVM caching bug let an attacker drain $2.7M from Initia forcing a full network halt

---
📖Good Reads
•@goodalexander - Geopolitics: Do We All Die Before RSI
•@2lambro - complete guide to $PRL @prlnet
•@Bankless - Pearl and the Security Budget Bitcoin Can’t Solve
•@citrini - Citrini Therapeutics
•@Decentralisedco - Perps Will Eat Options
•@tiger_research_ - Do Prediction Markets Deliver Real Utility?
•@RWA_xyz - The Tokenized Carry Trade
•@Leozayaat - Agent-to-Agent Commerce
•@Stoiiic - auction market theory (amt) series part 4
•@Rightsideonly - Five DeFi Projects in the radar

---
💰Crypto Fundraising
DeFi
•@hylo_so - 1m Strategic led by @SolanaVentures

RWA
•@HoneyB_BTC - 5m Seed led by @PortalVentures and PEER VC

AI
•@LighthouseWeb3 - 1.58m Strategic
•@DatalineAI - 10.6m Seed led by @lattice_fund @DispersionVC

Payments
•@meow - 31.6m Series B led by @Stifel
•@mural_pay - 15m Series A led by @tether
•@peso_latam - $TBD Pre-Seed led by @tether
•@ereborbank - 30m investment from @RobinhoodCrypto
•@whop - 200m Series D led by @sequoia

That’s all🥂

---
If you feel this thread is helpful, welcome to follow @ciaobelindazhou @cchungccc

Thank you for all your support!

Have a great day!

Full content 👇

https://t.co/XqvqLWwfLe

[Sharding Capital @ShardingCapital]

📒: https://t.co/iQwjogRH6O

[GOAT Network @GOATNetwork]

BREAKING: GOAT Network and KOSDAQ-listed @Squaretech_HQ have signed an MOU to advance AI agent-powered stablecoin payments in South Korea 🇰🇷

The first focus is a stablecoin payment program for foreign tourists that Square Tech is developing with Lordsystem. It aims to let visitors verify their identity with a mobile passport and pay participating merchants in US dollar stablecoins, and the partners will explore bringing GOAT's AI agent payment technology into it.

Under the agreement, Square Tech will lead business development, merchant partnerships and regulatory engagement in Korea. GOAT Network will provide its AI agent payment technology and Bitcoin-secured network infrastructure, and DAC Labs, the core infrastructure developer behind GOAT Network, will support technical integration, security reviews and network operations.

Full announcement below.

https://t.co/2GEKqtEFSh

[OpenEden @OpenEden_X]

#OpenDigest | 23 October 2026

Each week, we bring you the biggest headlines, sharpest insights, and key updates on stablecoins, tokenized RWAs, and the OpenEden ecosystem.

All in one place.👇

[Heurist @heurist_ai]

Heurist Finance workbench is now open source.

Bring your own agent and start working like a pro investor.

[Sharding Capital @ShardingCapital]

Welcome to the 151th edition of Sharding Weekly!

2026/10/12 - 10/18

Some Highlights:

🔸US CPI came in at 3.7% YoY and core CPI at 2.6% YoY. Both ran slightly above estimates

🔸US PPI rose to 6.3% coming in above expectations

🔸MicroStrategy to be removed from MSCI indexes

🔸Brokerage giant Charles Schwab opens Bitcoin and Ethereum trading to 40 million clients

🔸Balaji’s Network School acquires Farcaster

🔸@blur_io is shutting down its website frontend on November 12

---
📰News
$BTC
•Strategy bought 250 BTC and brought holdings to 848,250 BTC
•Strive buys 3,311 BTC for $275M
•UK court blocks Chinese fraud victims from reclaiming $5B in seized Bitcoin
•Deutsche Bank to launch Bitcoin custody for its 28 million clients

$ETH
•Tom Lee’s BitMine buys 12,532 ETH worth $31M
•Ethereum Foundation-linked wallets sent another 4,393 ETH to Kraken

$SOL
•Solana Foundation showcases its Shanghai office and skyline ads

AI
•X unifies Grok, Cursor, and X Premium into a five-tier X Subscription
•Google launches its most powerful AI model Gemini 4 Argon
•The first White House AI task force meeting on Thursday
•Anthropic proposes AI safety law letting the government block dangerous models
•Some Anthropic investors push to cut the IPO valuation from $2T to $1.5T
•DeepSeek ships V4.1 Flash 1017 with better agentic coding and open MIT weights

Others
•Kraken to launch in the UAE after securing full regulatory approval
•France considers a 31.4% tax on crypto-to-stablecoin conversions
•Stripe and Plasma co-develop a new multi-currency card
•Mastercard brings stablecoin payments to its global merchant network
•Binance US seeks $100M at a $1B valuation with Trump’s World Liberty passing on the deal
•Visa brings USDC payouts to Visa Direct across 180+ countries
•@Lighter_xyz teases options season

---
📖Good Reads
•@citrini - Breaking The Wall
•@tiger_research_ - The Era of Industry: Q3 2026 Crypto Industry Investment Report
•@tempst0 - Come for the Farm, Stay for the Casino @papertrade_xyz
•@DWFLabs - Conference Notes: TOKEN2049 Singapore 2026
•@edward_yu_var - Four Rules for Shorting Without Blowing Up
•@0xProfessorJo - Crypto’s Next Chapter: External Problems
•@Decentralisedco - Crypto Compute Capital Markets Map
•@_varunnair - What Robot Deployments are Actually Automating
•@BlockworksAdv - The State of Crypto Inference Providers
•@a16zcrypto - Fast post-quantum signature aggregation with lattice SNARKs
•@JayaGup10 - From Inference to Execution: AI’s Next Economy

---
💰Crypto Fundraising
DeFi
•@SpoutFi - 2m Strategic

AI
•@datafdn - 30m Strategic investment from @SuiFoundation
•@orbiodotso - 1.2m Seed
•@AIsaOneHQ - $TBD investment from @tether

Exchange
•@multiliquid_xyz - 8m Seed led by @polychain

Payments
•@EFYFinance - $TBD Seed investment from @tether

Brokerage
•@FissionXYZ - 10m Series A led by @PanteraCapital

That’s all🥂

---
If you feel this thread is helpful, welcome to follow @ciaobelindazhou @cchungccc

Thank you for all your support!

Have a great day!

Full content 👇

https://t.co/XqvqLWvHVG

[Sharding Capital @ShardingCapital]

📒: https://t.co/iQwjogRH6O

[OpenEden @OpenEden_X]

#OpenDigest | 16 October 2026

Each week, we bring you the biggest headlines, sharpest insights, and key updates on stablecoins, tokenized RWAs, and the OpenEden ecosystem.

All in one place.👇

[Heurist @heurist_ai]

Big one: Heurist has been accepted into the Claude Startups program.

We're building agentic finance with onchain intelligence. Claude is a core part of how our agents reason over market data.

More credits, more compute, more shipping.

[Sharding Capital @ShardingCapital]

Welcome to the 150th edition of Sharding Weekly!

2026/9/28 - 10/4

Some Highlights:

🔸Market expectations for an October rate hike fell to a new low of 17%

🔸SEC says more crypto regulatory proposals are coming

🔸US 30-year Treasury yield hits highest since 2002

🔸Senate Republicans introduce a crypto tax bill

🔸Congress considers expanding crypto rules to let banks and credit unions hold digital assets and issue stablecoins

🔸Trump to sign executive order renaming AI to “superintelligence.”

🔸Robinhood launches crypto and stock perpetual futures trading

---
📰News
$BTC
•Strategy acquired 1,665 BTC
•Strive acquired 1,107 BTC

$ETH
•The Ethereum Foundation and the Open Anonymity Project launched zkAPI

$SOL
•@Backpack’s tokenized BlackRock stock $BLK is live on Solana via @Sunrise

AI
•Trump announces the formation of the Super Intelligence Force (SIF)
•OpenAI introduces dots which are always-on GPT-6 Astra agents working across 4,000+ apps
•OpenAI says it has paused training of its latest AI models as reports of AI agents going rogue mount
•Anthropic is said to be targeting a mega-IPO before Thanksgiving
•Anthropic launched Claude Sonnet 5.5 running over 30% faster than Sonnet 5 at up to 30% lower cost
•Google launches Gemini 4 Argon

Others
•Citi teams up with Coinbase on stablecoin payments for institutions
•Coinbase receives CFTC approval to launch its own US crypto derivatives clearinghouse
•Coinbase teases mobile trading card packs backed by physical cards
•$OUSD went live backed by BlackRock and BNY reserves with 200+ institutional partners behind Open Standard
•Hyperliquid-based perpetuals exchange @papertrade_xyz sets an October 10 launch date
•MetaMask reports a security incident with no immediate threat to wallets
•NEAR Intents vulnerability patched with full compensation planned and ops back within the hour
•SlowMist flagged a Safe module exploit on Aave v3 loops for roughly 114.09 ETH ($310K)
•@blast is shutting down

---
📖Good Reads
•@docXBT - Keys to winning in a bull market
•@DefiIgnas - Tokens looking to bid
•@StarPlatinum_ - 12 Buyback Tokens You Should WATCH
•@that1618guy - The Bundle That Makes the Market
•@0xRickyW - What Happens When Stocks Become Programmable?
•@blocmates - How To Trade Prediction Markets Like Memecoins
•@Decentralisedco - Robinhood’s Wealth Effect
•@PanteraCapital - The State of Tokenization
•@robbiepetersen_ - Blockchains create net new markets
•@domdosu - Why Crypto Options Have Never Taken Off
•@Grayscale - Investing for the Compute Bottleneck
•@0xSigil - Own your AI, don’t let it own you

---
💰Crypto Fundraising
Blockchain
•@worldnetwork - 49m OTC Purchase

Exchange
•@perptools - 5m Seed

RWA
•@ripcarsio - 475K OTC Purchase

Payments
•@limitedgrouphq - 11.5m Extended Seed led by @thirdprimevc
•@jeeves_inc - 110m Series C led by @coinfund
•@walapay_io - 4.6m Seed led by @genventurecap

DePIN
•@grass - $TBD investment from @multicoin

Brokerage
•@defi_raven - $TBD Strategic

That’s all🥂

---
If you feel this thread is helpful, welcome to follow @ciaobelindazhou @cchungccc

Thank you for all your support!

Have a great day!

Full content 👇

https://t.co/XqvqLWwfLe

[Sharding Capital @ShardingCapital]

📒: https://t.co/iQwjogRH6O

[GOAT Network @GOATNetwork]

https://t.co/Xr65jpz37x

[OpenEden @OpenEden_X]

#OpenDigest | 2 October 2026

Each week, we bring you the biggest headlines, sharpest insights, and key updates on stablecoins, tokenized RWAs, and the OpenEden ecosystem.

All in one place.👇