Chung Daily Note - 2026/7/12

Twitter: @cchungccc

Happy Sunday!

Chung Daily Note curates key news and insights to save you time while also serving as a record of my research and analysis

Recap

Chung l 仲@cchungccc

Chung Daily Note - 2026/7/9 Happy Thursday! Some highlights from today's note 🔸Fed says a few officials back raising interest rates 🔸Beijing weighs tighter control over its domestic AI labs Read More Below 👇 --- 📰 News • Fed says a few officials back raising interest

Chung l 仲 @cchungccc

Chung Daily Note - 2026/7/8 Happy Wednesday! Some highlights from today's note 🔸U.S. military strikes 80 targets across Iran, including air defenses, radar systems, missiles, and IRGC boats 🔸Robinhood CEO says its crypto blockchain is "great for memes" Read More Below 👇 https://t.co/Y3XS4K21sC

6:02 PM · Jul 9, 2026 · 1.88K Views

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13 Replies · 21 Likes

📰 News

•Iran says the Strait of Hormuz is closed until "stability is restored"

Watcher.Guru@WatcherGuru

JUST IN: 🇮🇷 Iran says the Strait of Hormuz is closed until "stability is restored." 🇺🇸 US says the Strait of Hormuz is open to all vessels.

1:58 PM · Jul 12, 2026 · 271K Views

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363 Replies · 282 Reposts · 2.69K Likes

•Saylor signals more Bitcoin buys incoming

Michael Saylor@saylor

Orange dots tell only part of the story.

12:23 PM · Jul 12, 2026 · 607K Views

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1.03K Replies · 746 Reposts · 7.49K Likes

•@Circle wins OCC approval for a national trust bank charter, putting USDC under federal oversight for the first time

CoinDesk@CoinDesk

JUST IN: @circle receives OCC approval for a national trust bank charter, placing $USDC infrastructure under direct federal oversight for the first time.

10:40 AM · Jul 10, 2026 · 169K Views

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55 Replies · 195 Reposts · 970 Likes

•@Polymarket files to offer margin trading in the US

Watcher.Guru@WatcherGuru

JUST IN: 🇺🇸 Polymarket files to offer margin trading in the United States.

4:47 PM · Jul 10, 2026 · 313K Views

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199 Replies · 182 Reposts · 1.65K Likes

•OpenAI launches ChatGPT Work, an AI agent powered by Codex and GPT-5.6 that works across your apps and files and turns a goal into finished work

OpenAI@OpenAI

Introducing ChatGPT Work, a new agent in ChatGPT powered by Codex and GPT-5.6. It can take action across your apps and files, stay with a project for hours if needed, and turn a goal into finished work. It’s a whole new way to get work done.

5:41 PM · Jul 9, 2026 · 6.54M Views

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993 Replies · 2.14K Reposts · 20.9K Likes

•OpenAI and Google reportedly sold AI models to blacklisted Chinese firms

Financial Times@FT

OpenAI and Google are selling their advanced AI models to Chinese tech giants blacklisted by the Pentagon, exposing a gap in Washington’s efforts to slow Beijing’s AI development. Read the full story here: ft.trib.al/UeztJhn

11:30 AM · Jul 10, 2026 · 66.1K Views

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30 Replies · 94 Reposts · 243 Likes

•Apple sues OpenAI over alleged trade secret theft

Reuters@Reuters

Apple sued OpenAI and two former employees, alleging they stole trade secrets to aid OpenAI's push into consumer hardware reut.rs/4vtWwrp

12:55 PM · Jul 11, 2026 · 136K Views

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15 Replies · 58 Reposts · 264 Likes

📖 Good Reads

•@bingxu_ - The Great Wave Has Arrived (from GLM CEO Jie Tang)

Bing Xu@bingxu_

https://t.co/3i0qSTbjql

3:10 PM · Jul 11, 2026 · 365K Views

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18 Replies · 100 Reposts · 561 Likes

•@tradeguru - Don't hate the player, hate the game

The Tradeguru 🧠@tradeguru

https://t.co/HtFS62V7Pb

2:58 PM · Jul 10, 2026 · 3.68K Views

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35 Replies · 12 Reposts · 80 Likes

🎉 New Protocols

•@sizedotclub

Size@sizedotclub

Introducing Size: The next generation of funded accounts for the next generation of traders. Built on Hyperliquid. Prove you can trade. Funded in 15 minutes. Feedback that makes you better every run. Closed alpha is open right now. Register below.

4:13 PM · Jul 11, 2026 · 5.56K Views

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27 Replies · 15 Reposts · 68 Likes

•@rain__trade

Rain Trade@rain__trade

Another game to liven up our Saturday 🔥 🇦🇷 Argentina vs. Switzerland 🇨🇭 The winner advances to the semifinals.

12:00 AM · Jul 12, 2026 · 1.64K Views

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10 Replies · 15 Reposts · 45 Likes

💰 Crypto Fundraising

•@gauntlet_xyz (DeFi) - 125m Series C investment from @sbigroup

Gauntlet@gauntlet_xyz

We've closed a $125M Series C led by SBI Holdings. The capital will support building our infrastructure across traditional capital markets, expanding stablecoin coverage, and accelerating new onchain offerings. As institutions move onchain, we're providing the quantitative

1:01 PM · Jul 9, 2026 · 21.5K Views

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26 Replies · 18 Reposts · 146 Likes

•@elliptic (Compliance) - $TBD Strategic investment from @circle_ventures

Elliptic@elliptic

🔔 We're pleased to announce that Circle Ventures has invested in Elliptic. The investment follows soon after our $120 million Series D, which One Peak led in May alongside Nasdaq Ventures, Deutsche Bank and the British Business Bank. And it comes with something more: @circle

12:05 PM · Jul 9, 2026 · 7.69K Views

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1 Reply · 3 Reposts · 27 Likes

💵 Airdrops

•@grvt_io airdrop registration

Grvt@grvt_io

Your $GRVT, your call. Take your share at TGE or defer it and multiply your allocation, up to 4x. Airdrop registration is now open. Choose your Multiplier Plan and where to receive by July 17. Choices are final. More on how it works below 👇

6:00 AM · Jul 10, 2026 · 472K Views

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201 Replies · 1.01K Reposts · 1.24K Likes

•@JupiterExchange ASR Q2 claim

Pranjal Bora 🧭@Crypto_Pranjal

Jupiter ASR for Q2 Live for Claim! ✅ Claim here: jup.ag/rewards/asr-20… Claim is open until October 8th.

11:46 AM · Jul 10, 2026 · 30.5K Views

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23 Replies · 21 Reposts · 200 Likes

📺 Videos & Podcasts

•@theallinpod - OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts

•@APompliano - Has Bitcoin Hit The Bottom?

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