Weekly Alpha Recap #184 | 8 – 14 June
BTC treasuries grew, ETFs bled, Hyperliquid stayed hot, RWA demand spiked, and DeFi faced fresh hacks, liquidity scares, and AI-wallet/infra launches.
TL;DR
Last Week News
Macro & Institutions
Strategy buys 1,550 BTC for ~$101M, then tops up cash reserves for preferred dividends.
UK FCA floats a 10% crypto-ETN allocation cap for authorized funds.
Bitcoin ETFs bleed capital, but Bernstein says the “boring cycle” doesn’t kill the thesis.
Gold and Bitcoin wobble as tighter global liquidity turns the macro screws.
OpenAI confidentially files for IPO as the AI mega-listing queue gets crowded.
New York judge pauses lawsuit seeking ownership of nearly 40,000 dormant Bitcoin wallets.
Stablecoins & Hyperliquid
HTX delists Trump-linked USD1 after World Liberty Financial freezes exchange-linked addresses.
Arthur Hayes denies rebuying HYPE after on-chain sleuths point at a $2M withdrawal.
Grayscale calls Hyperliquid a breakout exchange after $2.9T in 2025 perp volume.
SpaceX grey-market perps on Hyperliquid hint at TradFi demand spilling on-chain.
Wallets & UX
Coinbase and Cardless unveil a stablecoin-secured credit card for USDC-backed borrowing.
MetaMask debuts Agent Wallet, giving AI agents self-custody access with guardrails.
Rabby and revoke.cash reminders resurface as users clean up old approvals before the Mythos/Fable chaos.
Prediction Markets
Token Launches & Claims
Protocol & DeFi Updates
Zcash finalizes Ironwood after the Orchard bug, targeting a late-July repair arc.
Taylor Hornby’s AI-assisted Zcash bug hunt exposed an unlimited-counterfeit risk hiding since 2022.
Humanity Protocol’s H token nukes after a private-key compromise drains ~$32M.
Syscoin bridge exploit mints roughly 5B unauthorized SYS as the team pauses the bridge.
Aave’s Stani Kulechov defends “resilience” after an $8.45B bank-run stress test.
Joseph Lubin-linked wallet moves 110,000 ETH to shore up a $259M DAI debt position.
Yuga Labs white-hat rescues 68 at-risk NFTs from a Flooring Protocol exploit.
TON Strategy reports 3.3M TON in May staking rewards as network upgrades kick in.
Infra, Dev & Culture
SpaceX token demand overwhelms xStocks partners, forcing refunds after allocation shortfalls.
Bybit launches IPO Express with tokenized SpaceX access through xStocks.
Tokenized equities hit a $5.5B market as SpaceX access and exchange distribution fan the RWA flames.
Coinbase Derivatives lists BNB and HYPE futures, adding more regulated rails for degen favorites.
Lexur Labs launches infrastructure for Solana’s perp economy.
Apple unveils Siri AI and the next generation of Apple Intelligence at WWDC 2026.
Anthropic launches Claude Fable 5 and Mythos 5, then suspends access after export-control pressure.
Drama & Shenanigans
Sam Bankman-Fried formally asks Trump for a presidential pardon.
Bitcoin kidnapping co-conspirator pleads guilty in case tied to a $245M crypto theft.
Joe Lubin says Ethereum Foundation cuts and departures are a course correction, not a crisis.
Projects Highlights
jeetorsMoni Score51Moni's Review/Opinion:jeetors is an Ethereum NFT/community project that measures 'jeet' behavior and awards whitelist access based on on‑chain selling patterns. Recently it launched jeetscore (which reads wallets and scores sells), published a live leaderboard, ran a time‑sensitive Google form drop to reward fast responders, and fixed bot inflation on the leaderboard while verifying posted scores. Launched jeetscore that reads wallets and scores every sell; high score = whitelist eligibility. Live leaderboard up, ran a 24h fast‑response Google form drop and patched bots/inflated scores.
punks.auctionMoni Score68Moni's Review/Opinion:An open-source auction house for CryptoPunks on Ethereum offering 24‑hour, zero-fee auctions. Recently it opened bidding and has been tweeting a stream of completed sales, sharing buyer addresses, punk IDs, and ETH prices for multiple Punk transfers. Bidding open; platform running 24-hour, zero-fee auctions for CryptoPunks.
GregMoni Score53Moni's Review/Opinion:Greg is an NFT project by Brainpasta on Ethereum. Recently it has been running community contests for allowlist spots, asking followers to create memes of its character and post ETH wallet addresses for a chance at GTD, with following required to qualify. Running a meme contest to pick top 10 winners for allowlist spots. Asks followers to post ETH wallets for a chance at GTD; follow to qualify.
JinnMoni Score84Moni's Review/Opinion:Jinn is a decentralized economy for AI agents that learn, share capability, and prioritize on-chain verifiability. R ecently it published a Principles thread and opened a canonical docs site, linked a PR (PR #230) under review on GitHub, and announced the first SWE SolverNet is coming to testnet. Published PRINCIPLES.md thread and opened PR #230, asking the community to review via GitHub Discussion #222. Launched a canonical docs site and announced the first SWE SolverNet will arrive on testnet soon.
LoafMoni Score51Moni's Review/Opinion:Loaf is a platform for liquid trading of real-world property assets, offering tokenized exposure to luxury properties and operating in private beta. Recently it has been running a private beta that lets users trade the Sydney Opera House like a stock, recruiting a few beta spots, testing HFT-style trading in Australia, and promoting plans to increase on-chain real estate TVL. Private beta live: enabling real-time trading of the Sydney Opera House as a stock-like RWA instrument; a few beta spots left. Actively testing in Australia with HFT-focused flow and messaging about boosting on-chain real estate TVL and solving RWA liquidity/yield issues.
Probably sheet
ICPX Protocol | AI | Solana | 52 | ||
octrahub | Privacy | - | 42 | ||
Magno Finance | DeFi | - | 36 | ||
Lexur Labs | SocialFi | Solana | 33 | ||
BRAINROT | NFT | Ethereum | 30 | ||
Marb Market | DeFi | MegaETH | 27 | ||
Talise | DeFi | Sui | 22 | ||
Ophelia | AI | - | 20 | ||
1 | DeFi | Ethereum | 45 | ||
RiskOff | RWA | Hyperliquid | 38 | ||
SOLY | Meme | Solana | 38 | ||
Tung Screener | Tools | - | 33 | ||
Yieldz | DeFi | - | 26 | ||
IntoTAO | AI | Bittensor | 25 | ||
ˢᵐᵒˡ 𝗗𝗢𝗚𝗘 | NFT | - | 22 |
Leave ur feedback here 👇🏻
Google DocsFeedback form [Alpha Reports]As you know, for quite some time now, I've been working on creating Alpha Reports, along with some team members. To be honest, I'm a bit tired and could really use your monivation. So, I'm kindly asking for your feedback on the Alpha Reports and any additional ideas you might have. HONKAYOhttps://docs.google.com/forms/d/e/1FAIpQLSfQW6N6PVu2nELRRjHBaUyu3CJH1fZWG_mruH-khxbl6EJJ-Q/viewform?usp=send_formTy for support💜
Not sure what to do with the report? Most of these projects are still early-stage, so you've got room to come in as an early adopter or contribute directly. That's a valid play too 🙌