Chung Daily Note - 2026/8/4
Twitter: @cchungccc
Happy Tuesday!
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 - 2026/8/3
Happy Monday!
Some highlights from today's note
🔸Strategy’s BTC holdings fall by 1,637 BTC to 842,138 BTC
🔸Alibaba’s Qwen3.8-Max launches with 2.4T parameters and advanced coding and autonomous AI capabilities
Read More Below 👇
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📰 News
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Chung l 仲 @cchungccc
Chung Daily Note - 2026/8/2
Happy Sunday!
Some highlights from today's note
🔸Trump says he canceled a U.S. strike on Iran after the two sides agreed on the “parameters” of a deal
🔸Strategy authorizes up to $5B in Bitcoin sales
Read More Below 👇
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📰 News
• Trump says https://t.co/vNbBJlE9lv
3:19 PM · Aug 3, 2026 · 188 Views
4 Likes
📰 News
•Trump says Strait could reopen by tomorrow
RT@RT_com
Trump says Hormuz Strait could OPEN ‘LITERALLY BY TOMORROW’
RT @RT_com
TRUMP: ‘We were going to hit them very hard yesterday… harder than any attack… since World War 2’
‘They called… got calls from numerous people… Iran did not want to be hit’
6:15 PM · Aug 3, 2026 · 54.9K Views
57 Replies · 26 Reposts · 118 Likes
•Senate schedule excludes a vote on the Crypto Clarity Act
ardizor 🧙♂️@ardizor
🚨 BREAKING
🇺🇸 THE U.S. SENATE'S LATEST SCHEDULE DOES NOT INCLUDE A VOTE ON THE CRYPTO CLARITY ACT
IF THE BILL IS EVENTUALLY PASSED → BULLISH FOR BITCOIN
IF IT FAILS TO ADVANCE → BEARISH FOR THE CRYPTO MARKET
PREDICTION MARKETS ARE NOW PRICING IN JUST A 33% CHANCE OF
12:34 PM · Aug 4, 2026 · 16.8K Views
20 Replies · 5 Reposts · 55 Likes
•Justin Drake and others create EIP-8361 to reduce Ethereum inflation by cutting staking yields
zoomer@zoomerfied
[ ZOOMER ]
JUSTIN DRAKE AND OTHERS CREATE EIP-8361 TO REDUCE ETHEREUM INFLATION, WOULD REDUCE STAKING YIELD TO 0% ABOVE 50% OF ETHEREUM STAKED, AND HALF STAKING YIELD TO 1% AT CURRENT STAKED AMOUNTS: X
2:04 PM · Aug 4, 2026 · 66.2K Views
36 Replies · 15 Reposts · 245 Likes
•World’s largest custodian bank BNY Mellon launches crypto staking
Watcher.Guru@WatcherGuru
JUST IN: World's largest custodian bank, BNY Mellon, to launch crypto staking.
1:35 PM · Aug 4, 2026 · 238K Views
217 Replies · 529 Reposts · 3.88K Likes
📖 Good Reads
•@cchungccc - Chung Research Note #9 - The BCI bet nobody is scoring yet
Chung l 仲@cchungccc
Chung Research Note #9 - The BCI bet nobody is scoring yet
China has the first approved implantable brain-computer interface (bci), the fastest trial timelines in the field, and more money going in than anywhere outside the US. RMB 5bn+ in the first half of 2026, more than 2024
Chung l 仲 @cchungccc
Chung Research Note #8 - robotics moat
The moat in robotics isn't the model. It's data collection.
Everyone's watching the hardware race and the benchmark race. But those might not be where the real story is.
Think about how GPT got trained. The text was already there. 20
9:16 AM · Aug 4, 2026 · 1.38K Views
2 Replies · 16 Likes
•@Anchorage - Who Banks the Agents?
Anchorage Digital ⚓️@Anchorage
https://t.co/ptsCe8syTM
4:30 PM · Aug 3, 2026 · 8.8K Views
5 Replies · 10 Reposts · 29 Likes
🎉 New Protocols
•@Flutchdotfun
Flutchfun@Flutchdotfun
500 early members already joined
Don't miss your chance to be part of the first wave
Join the whitelist today
flutch.fun/whitelist-onbo…
Flutchfun @Flutchdotfun
133 people are already on board
The whitelist is still open
Be one of the first to join the flutchfun whitelist
Join right now! https://t.co/ybttS0wG7v
10:58 AM · Jul 27, 2026 · 1.28K Views
7 Replies · 38 Likes
•@MotionOnHype
Motion@MotionOnHype
The future of Hyperliquid
motion.meme
4:35 AM · Aug 4, 2026 · 97.5K Views
256 Replies · 138 Reposts · 421 Likes
💰 Crypto Fundraising
•@fortuneglobal_ (Prediction Markets) - $TBD Pre-Series A
Fortune@fortuneglobal_
Major milestone: Fortune Protocol has closed its Pre-A round.
Backed by leading investors:
@mhventures @Maple_block @NewTribeCap @BasicsCapital @EverwoodCapital
Advisors & strategic partners:
@NOX_Ventures
Thank you for backing us early.
We believe the next era of prediction
10:00 AM · Aug 3, 2026 · 12.7K Views
40 Replies · 21 Reposts · 52 Likes
•@joinbundle (Payments) - 5.5m Pre-Seed led by @etherealvc @further
Bundle@joinbundle
Introducing Bundle, the world’s first networked rewards platform.
We raised $5.5m pre-seed to pursue our mission of transforming how businesses reward customers.
Led by @etherealvc and @further. Round included @nascent, @GSR_io, @SceniusCapital, @Anchorage and @nuwacapital.
5:15 AM · Jul 30, 2026 · 4.87K Views
4 Replies · 6 Reposts · 32 Likes
•@yellowcard_app (Payments) - 40m Strategic
Yellow Card@yellowcard_app
Our CEO, Chris Maurice, joined @Bloomberg 's "The Close" to talk about our $40M raise, bringing total funding to $120M+. We build the infrastructure: direct liquidity across Africa, LatAm & Asia, no dollar detour.
Watch the full interview here👇 bloomberg.com/news/videos/20…
1:00 PM · Aug 4, 2026 · 872 Views
1 Reply · 1 Repost · 8 Likes
💵 Airdrops
•@axisrobotics point system
Axis Robotics@axisrobotics
The Axis Point System is LIVE.
Every valid data contribution is recorded, quantified, and reflected in your Points—so real contributors are recognized for honest, high-quality work that advances robotics.
Check your Points → hub.axisrobotics.ai/hub?tab=portfo…
How it works ↓
2:06 PM · Aug 3, 2026 · 65.4K Views
140 Replies · 101 Reposts · 595 Likes
📺 Videos & Podcasts
•@StanfordOnline - Stanford CS329A Self-Improving AI Agents | Part 1 | Course Overview