24H Web3 News Recap #458 📰
Fear and Greed Index: 23/100 ▲
🗞️ NEWS
1️⃣ Macro & Bitcoin
> MicroStrategy buys 1,587 BTC for $100M, total holdings reach 846,842 BTC
> Bitcoin touches $67,000 weekend high as institutional accumulation pace holds
2️⃣ Prediction Markets
> Polymarket bettor loses $8.67M as Belgium vs Egypt World Cup match ends 1-1
> Kalshi prediction market forecasts Bitcoin drops to $50K by year-end
3️⃣ Perp DEX & Hyperliquid
> CFTC Chair endorses Hyperliquid 24/7 market structure, calls to modernize DEX regulations
> Ventuals winds down after $650M volume, team pivots to Hyperliquid ecosystem
4️⃣ HIP-3 Ecosystem
> HIP-3 markets hit $3.2B open interest but TradeXYZ controls 95% of volume
> Perps(.)fun partners with Kinetiq as exclusive HIP-3 Co-Deployer for perpetuals
5️⃣ DeFi & Institutional Research
> Standard Chartered initiates Uniswap coverage, forecasts $100 target by 2030
> Lighter Protocol deploys TWAP orders with randomization and aggressiveness controls
6️⃣ M&A & Funding
> Salesforce acquires Fin (ex-Intercom) for $3.6B in largest enterprise AI deal of 2026
> El Dorado raises $9M Series A led by Paradigm for cross-border money movement
7️⃣ Ethereum & Infrastructure
> Ethereum Foundation opens permanent Hong Kong community hub, first in Asia
> Ethereum Clear Signing goes live, making transaction intent visible before signing
8️⃣ Solana Ecosystem
> Sunrise Finance launches
$SPCX SpaceX equity token on Solana for retail access
> Watch(.)fun debuts luxury watch drops on Solana, authenticated by Swiss watchmakers from $19
9️⃣ Regulation & Governance
> UK mandates digital ID or biometric facial recognition to access social media as adult
> hodlonaut publishes "The Merge" investigation into informal power consolidation over Bitcoin Core
48H Web3 News Recap #457 📰
Fear and Greed Index: 20/100 ▲
🗞️ NEWS
1️⃣ AI Export Controls Fallout
> David Sacks reveals Amazon escalated Anthropic jailbreak report to Trump, triggering export ban
> Andrej Karpathy and non-US Anthropic staff locked out of Fable 5 and Mythos 5
2️⃣ Decentralized AI
> Barry Silbert: "uncensorable global decentralized AI is the Bitcoin of AI"
> Bittensor Foundation: "access to intelligence should not depend on handful of companies"
3️⃣ AI Infrastructure
> OpenRouter Fusion API delivers Fable-level performance at 50% cost using multi-model panels
> Post-quantum Ethereum account migration executable at $0.07, no hard fork required
4️⃣ Sports & Market Intelligence
> New York Knicks win NBA Championship after 53 years as Polymarket records peak engagement
> Raoul Pal: US government seizing AI first-access edge accelerates decentralized AI competition
5️⃣ Gaming & Consumer Apps
> Kintara onchain game sustains 7,000 new users with active in-game item and gold economy
> Collector Crypt (solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp ) posts $50M annual revenue at $450M FDV, 10x off June bottom
6️⃣ Macro & Bitcoin
> Pierre Rochard: AI industrial capex cycle primes ferocious capital rotation back to Bitcoin
> Brian Armstrong: "I'm as bullish as ever on Bitcoin, still long as always"
7️⃣ Tokenized Assets & Perp DEX
> Variational perp DEX adds real dividend funding to long positions on tokenized stock contracts
> Fomo Wallet ships perpetuals, ETH mainnet, web app, and mobile redesign in 45-day sprint
8️⃣ Crypto Narrative
> Pump(.)fun signals memecoin bullish shift: "runners back, bears getting scared, memecoins in 5"
> Saylor introduces BPS and CEBE BPS as institutional Bitcoin-per-common-share reporting metrics
9️⃣ AI x Crypto
> Self(.)xyz proposes NFC biometric US citizenship proof as Anthropic model compliance solution
> Worldcoin (ethereum:0x163f8c2467924be0ae7b5347228cabf260318753 ) gains integration odds as OpenAI explores citizenship verification layer