Weekly Alpha Recap #186 | 22 – 28 June

Reports/Jun 28, 2026/7 min/By HONKAYO

TradFi keeps coming on-chain: stablecoins, RWAs, tokenized stocks, prediction markets while MEV bots, bridges and governance remind CT why risk never sleeps.

TL;DR

Last Week News

Macro & Institutions

Stablecoins & Hyperliquid

Wallets & UX

Prediction Markets

Token Launches & Claims

Protocol & DeFi Updates

Infra, Dev & Culture

Drama & Shenanigans


Projects Highlights

EthlabsMoni Score379Moni's Review/Opinion:

Ethlabs is a non-profit R&D lab for Ethereum and ETH. It recently published a public mission statement outlining priorities—core research, shared standards, infrastructure, and adoption—and invited collaboration and hires via join@ethlabs.org and ethlabs.org.

Published a public mission statement stressing credible neutrality, ETH, DeFi, and adoption. Solicited collaborators and applicants, pointing to join@ethlabs.org and the ethlabs.org website.

Rock Bottom 🪨Moni Score69Moni's Review/Opinion:

An upcoming NFT collection from Pooga Labs on Ethereum.

Recently the team has been running launch mechanics: teasing a drop to OpenSea with a find-the-allowlist hunt, prompting wallet drops and retweets, revealing a special trait and keeping a sign-up 'SHITLIST' link active while opening DMs for collabs.

Announced 10,000s coming to OpenSea and encouraged followers to find the allowlist. Shared a poogalabs sign-up ('SHITLIST'), revealed a legendary trait, and opened DMs for collabs.

Kickstart EcosystemMoni Score90Moni's Review/Opinion:

Kickstart Ecosystem is a Solana-focused launchpad news and spotlight account that promotes projects and launchpad activity.

Recently it has been amplifying @EasyA_Kickstart’s metrics — citing a 2.15M volume and top‑2 launchpad status — praising the EasyA dev team, and highlighting token moves such as @flypraxis up ~150% with transaction details.

Amplified EasyA_Kickstart milestone: 2.15M volume and called it a top‑2 launchpad on Solana. Highlighted token performance (flypraxis +~150%) and promoted EasyA dev credentials.

PikkazoMoni Score45Moni's Review/Opinion:

Pikkazo is an NFT art project minting a 10,000-piece cubism portrait collection on Ethereum.

It recently posted a June 19 tweet promoting the upcoming drop, highlighting sharp angles, bold geometry and 10,000 uniquely structured portraits coming soon.

Announced on Jun 19 a 10,000-piece cubism portrait collection coming to Ethereum. Category: NFT collection; no token or mint details disclosed in recent posts.

HyperStackMoni Score58Moni's Review/Opinion:

HyperStack is a native prop-trading product integrated into the Hyperliquid terminal that offers scaled perpetual trading accounts and on-chain, USDC-denominated payouts.

They launched live mid-June and are onboarding traders via a one-step trading challenge (10% profit target, 5% max drawdown) that pays out in USDC. Offer details: scale up to $400K, keep up to 90% of rewards, first 200 traders claim a free $1,000 challenge account.

Messaging highlights native Hyperliquid workflow and integration with VantaTrading; promotion includes partner outreach (e.g., Bitcast). Live launch announced: USDC in/out, native Hyperliquid trading flow, launching mid‑June.

Challenge terms posted: 10% profit target, 5% max drawdown, no time limit; scale to $400K and keep 90% of rewards. Promo: first 200 traders get a free $1,000 challenge account; partnerships/mentions include VantaTrading and Bitcast.

The Project R3DMoni Score81Moni's Review/Opinion:

A character-driven world IP building an NFT collection and narrative universe, positioning itself for an OpenSea launch and focused on visual storytelling and original characters.

The team has been updating its website with a login and interactive mechanics where users complete tasks, open chests, and earn whitelist spots, NFTs, and points. They ran a limited 'Chapter One' release and have been promoting engagement through social campaigns (like/RT/tag) and an invite code for bonus points.

- Website now supports login, task completion, chest openings to win WL spots, NFTs, and points. - Released a time-limited 'Chapter One' drop and published an article describing the project world and story. - Promoted engagement via social calls-to-action and an invite code (N83CZ) that grants 250 points.

AtlasMoni Score81Moni's Review/Opinion:

Atlas is a non-custodial trading app from the team at thirdweb that combines crypto, stocks, perpetuals and prediction markets in one interface, with AI-driven trading features (Glob) and strategy autopilot.

Recently Atlas integrated Hyperliquid perpetuals (crypto, commodities, indices) with up to 40x leverage, added Polymarket prediction market support, and rolled out a redesigned Desktop UI. The account is also promoting Glob — an AI autopilot/strategy feature — and marketing new tradable assets like SpaceX (SPCX) and World Cup prediction flows.

- Integrated Hyperliquid perps for 24/7 perpetual trading inside the app with deep liquidity and leverage options. - Added Polymarket prediction markets so users can trade elections, sports, and finance alongside crypto and stocks. - Launched a Desktop UI redesign and pushed Glob autopilot features and backtested strategies for users to try.

GLUEMoni Score75Moni's Review/Opinion:

A Solana GameFi / meme horse-racing project that mints collectible horses (Season 1 capped at 100). Horses are used in races and later “become glue” for future mechanics; the native $GLUE token is referenced but not yet launched on DEX.

Actively running timed races and announcing race winners and SOL payouts to top holders. The team scheduled maintenance between races to push a major update: add WalletConnect, introduce a holder voting system called Glue Congress, add horse image and PFP generators, and fix the race orchestrator (races paused while update ships). They also published on-chain identity for the keeper wallet and reminded users Season 1 minting is capped at 100 horses.

- Announced recent race winners and on-chain payout links; multiple races distributed SOL rewards to top holders. - Scheduled a non-auto-restart maintenance window to deploy WalletConnect, voting (Glue Congress), image/PFP generators, and race-orchestrator bug fixes. - Confirmed keeper wallet has an on-chain name (gibglue.sol) and reiterated Season 1 is limited to 100 horses.


Probably sheet

Baillie Gifford Digital Assets

RWA

Solana

86

Not launched

Sibyl Labs

-

Ethereum

57

Not launched

DeCrow Finance

DeFi

Solana

53

Not launched

Rain Builders

DeFi

Ethereum

53

Not launched

ARETE

AI Agents

Solana

26

Not launched

Y2

AI

BASE

20

Not launched

AFK Heroes | Solana Idle RPG

GameFi

Solana

19

Not launched

Sheerwood

-

DeFi

16

Not launched

Opal

DeFi

Ethereum

49

Not launched

Loadout

DeFi

Ethereum

44

Not launched

Maximillion Pegasus

GameFi

Solana

43

Launched

Oddpool

Infra & Data

-

34

Not launched

Cactus

DeFi

Ethereum

30

Not launched

Basalt Vault - Onchain BTC Yield

DeFi

Arbitrum

28

Not launched

tony

-

Solana

24

Launched

Toonies

NFT

-

16

Not launched

Primals NFT

NFT

Solana

37

Not launched

RWAGMI

Tools

BASE

27

Not launched

Reflex

DeFi

Ethereum

18

Not launched

Cairn

Infra & Data

-

52

Not launched

Forge

DeFi

Bittensor

46

Not launched

Floofers

NFT

Ethereum

37

Not launched

opcode

DeFi

Ethereum

34

Not launched


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