Chung Daily Note - 2026/8/2

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 - 2026/7/30 Happy Thursday! Some highlights from today's note 🔸Fed holds rates steady at 3.50%–3.75% 🔸@KaitoAI launches Katalyst, a reward layer that pays creators based on verified impact Read More Below 👇 --- 📰 News • Fed holds rates steady at

Chung l 仲 @cchungccc

Chung Daily Note - 2026/7/29 Happy Wednesday! Some highlights from today's note 🔸South Korea's FSC plans a unified crypto law covering stablecoins, exchanges, and user protection 🔸@grvt_io updates its vesting schedule (TGE on July 30) Read More Below 👇 --- 📰 News • https://t.co/TWIiY5Zg2l

3:56 PM · Jul 30, 2026 · 215 Views

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4 Replies · 11 Likes

📰 News

•Trump says he canceled a U.S. strike on Iran after the two sides agreed on the “parameters” of a deal

The Kobeissi Letter@KobeissiLetter

BREAKING: President Trump says he has cancelled the US attack on Iran and that the “perimeters of a deal” have been agreed to. Trump says this deal will include “a total reopening of the Strait of Hormuz.”

2:14 AM · Aug 2, 2026 · 41.7K Views

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159 Replies · 98 Reposts · 456 Likes

•Fed Chair Kevin Warsh considers reducing the number of rate meetings

The Wall Street Journal@WSJ

Kevin Warsh has floated reducing the number of times the Fed meets to set interest rates, a move that would mark a substantial shift in its operations on.wsj.com/4yQKfjr

10:52 PM · Jul 31, 2026 · 75.7K Views

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25 Replies · 30 Reposts · 95 Likes

•Strategy authorizes up to $5B in Bitcoin sales

Cointelegraph@Cointelegraph

🚨 WILD: Strategy announced a plan to sell up to $5B in crypto. What do you think is going to happen on Monday?

4:21 PM · Aug 1, 2026 · 128K Views

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335 Replies · 158 Reposts · 1.01K Likes

•Hyperscale Data sells 100 BTC to fund its AI data center

Cointelegraph@Cointelegraph

🔥 JUST IN: Hyperscale Data sold 100 $BTC to help fund its Michigan AI data center while retaining a treasury of more than 1,000 $BTC.

11:10 PM · Jul 30, 2026 · 40.9K Views

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29 Replies · 18 Reposts · 103 Likes

•Quantum Solutions' subsidiary sells 1,000 ETH for $1.9M to fund AI data center expansion

The Block@TheBlockCo

THE BLOCK: Japan’s Quantum Solutions said its subsidiary GPT Pals Studio sold another 1,000 ETH for $1.9 million to fund the group’s AI data center push. The latest sale leaves it with 4,764.8 ETH, down nearly 30% since mid-June, and knocks it below Def consulting as Japan’s

4:16 PM · Jul 30, 2026 · 11.8K Views

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4 Replies · 1 Repost · 15 Likes

•Coinkite warns of a COLDCARD Mk3 firmware bug that enabled a 594 BTC theft from 500 wallets

CoinMarketCap@CoinMarketCap

LATEST: 🚨 Coinkite issued a security advisory for COLDCARD Mk3 users after a firmware bug dating to March 2021 allowed attackers to drain 594 BTC from 500 wallets in 25 minutes.

5:35 PM · Jul 31, 2026 · 75K Views

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61 Replies · 29 Reposts · 160 Likes

•Google DeepMind launches Gemini Robotics 2, giving humanoid robots full-body intelligence

Google@Google

Introducing Gemini Robotics 2: the next era of truly adaptable robots from @GoogleDeepMind 🤖 Powered by three new models, it brings whole-body control, fine dexterity, and teamwork to complex tasks — making robots more helpful in the real world.

4:10 PM · Jul 30, 2026 · 455K Views

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166 Replies · 313 Reposts · 2.2K Likes

📖 Good Reads

•@vikramcantsingh - Inference Market (and Micro) Structure

Vikram Singh@vikramcantsingh

https://t.co/V74Q8VEryj

3:50 PM · Jul 28, 2026 · 105K Views

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28 Replies · 37 Reposts · 330 Likes

•@v12sec - How to raise a $10M Seed Round

V12@v12sec

https://t.co/fB0ZzGD6re

6:06 PM · Jul 30, 2026 · 457K Views

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75 Replies · 129 Reposts · 844 Likes

🎉 New Protocols

•@fxyzai

f.xyz@fxyzai

today we're launching fxyz. live on @HyperliquidX @Lighter_xyz and @Backpack fxyz builds, runs, and monitors trades on your exchange and runs it in your own cloud, 24/7.

4:05 PM · Jul 27, 2026 · 25.1K Views

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33 Replies · 30 Reposts · 154 Likes

•@Sestri_xyz

Sestri@Sestri_xyz

Starting now, all $SESTRI generated by creator fees will be burned daily. The first burn has occured removing 1.6% of $SESTRI from supply! An introductory article including an overview of our first on chain product will be dropping in the next 48 hrs 🍋

12:24 PM · Aug 1, 2026 · 19.8K Views

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39 Replies · 19 Reposts · 153 Likes

💰 Crypto Fundraising

•@PerceptronNTWK (DePIN) - 6.5m Strategic

Perceptron Network@PerceptronNTWK

We're thrilled to announce that Perceptron has closed a $6.5M strategic round. Centralized scraping is hitting diminishing returns on cost and quality. Closed data partnerships are out of reach for most AI teams. The real bottleneck for AI right now sits at the data layer.

11:48 AM · Jul 30, 2026 · 62.4K Views

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2.24K Replies · 2.05K Reposts · 2.88K Likes

💵 Airdrops

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📺 Videos & Podcasts

•@theallinpod - Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores

•@_choppingblock - Will Every Failed Crypto Idea Work?

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