Weekly Alpha Recap #187 | 29 June – 5 July
Regulation set the tone this week, but stablecoins, tokenized equities and on-chain treasury plays kept crypto’s risk engine running hot.
TL;DR
Last Week News
Macro & Institutions
Taiwan passes a crypto regulatory law covering VASPs, stablecoins and market abuse.
The SEC opens a 60-day comment period on “novel” ETF rules as crypto fund filings pile up.
The UK FCA finalizes landmark crypto rules, aiming to turn Britain into a regulated crypto hub.
Stablecoins & Hyperliquid
USDT0 crosses $100B in cumulative transaction volume — omnichain Tether keeps cooking.
Crédit Agricole launches EURXT, a MiCA-compliant euro stablecoin issued through CACEIS.
BlackRock integrates Ethena’s USDe into Aladdin as BUIDL deepens its reserve-asset role.
Protocol & DeFi Updates
Robinhood Chain launches public mainnet with tokenized stocks, perps and agentic trading hooks.
Ethena partners with Robinhood to bring its product suite to Robinhood Chain.
Standard Chartered starts Morpho coverage with a $60 end-2030 price target.
DeFiLlama launches a MiCA-compliant exchange dashboard for EU users hunting a new venue.
Drama & Shenanigans
Tokenized Google stock gets inflated 7,700% in a DeFi lending exploit.
Former Goliath Ventures CEO pleads guilty in a $400M crypto Ponzi case.
Susquehanna sues mystery traders over alleged $100M insider gains tied to China brokerage crackdown.
Dutch prosecutors seek to bankrupt Knaken after frozen funds lock out roughly 30,000 customers.
Projects Highlights
Manic TradeMoni Score81Moni's Review/Opinion:A momentum-based on-chain trading platform on Solana that lets traders predict 1–5 minute moves across crypto, stocks, and commodities with fast on‑chain settlement. It combines charting, order books, position tracking, and leaderboard mechanics.
Running an open beta on Solana mainnet and promoting a mobile launch. Recently announced and rolled Polymarket integration to bring Polymarket markets into the app, highlighted fast execution and clearer position tracking, and amplified user trades/wins and leaderboard rewards in social posts.
Open Beta is live on Solana mainnet; product copy emphasizes 1–5 minute momentum predictions and Solana settlement.
Polymarket integration announced and promoted (Polymarket markets available in-app), with links to the trading interface.
Mobile launch promoted and social posts spotlight rapid trades, leaderboard placements, and trader rewards.
BitUtilityMoni Score71Moni's Review/Opinion:A payments platform that aims to let users pay rent, groceries, bills and other everyday expenses with cryptocurrency.
The team recently announced they are beginning the project’s rollout, framing their mission to enable living on crypto. Recent public activity is limited to that launch announcement and links to their site.
Tweet: “BitUtility is building a world where you can live on your crypto, paying for anything, anywhere... The journey starts now.”
Website listed at http://www.bitutility.io as the project’s primary link.
No token has been launched and there are no DEX links provided in the account data.
Open StandardMoni Score700Moni's Review/Opinion:Open Standard builds open stablecoin infrastructure to help businesses move money globally; they describe themselves as creating programmable stablecoin rails for the internet economy.
They announced a new stablecoin called Open USD and published an article introducing it, linking to joinopenstandard.com. The announcement is positioned as the project’s public reveal of the Open USD product; there is no on-chain token launch or trading link referenced in the recent posts.
Published an article titled 'Introducing Open USD' and shared a link to joinopenstandard.com.
Framed Open USD as a stablecoin designed for business money movement and the internet economy.
No dex/contract or token launch URL was shared in the recent tweets.
Freedom [launched]Moni Score79Moni's Review/Opinion:Freedom is a Solana-based meme token branded $FREE, built around a July 4th / 250th-America theme with a public contract address and website.
The team launched the $FREE token and published the contract address and website. Recent posts are a rapid countdown to July 4th and short promotional messages pointing users to the live token and trading links.
Posted contract address and website when announcing $FREE went live (June 27).
Multiple countdown tweets and short promos in the days leading up to July 4th.
Token is live on Solana with a DEX trading link published.
peaksMoni Score67Moni's Review/Opinion:An early-stage Solana investment/launch platform (peaks.trade) that positions itself to source and support Web3 projects and ideas.
Announced participation in Colosseum's 5th accelerator cohort sourced from a Frontier Hackathon, tagging multiple cohort partners. Maintains a website (peaks.trade) and lists Solana as its network; no token has been launched yet.
Tweet (Jun 29/22h): announced "WE ARE IN THE ARENA" — joining Colosseum's 5th accelerator cohort.
Operates on Solana and presents itself as an investment/launch platform; website: peaks.trade.
Token status: not launched (per provided data).
Probably sheet
Cash Cat | Meme | - | 64 | ||
Infinex Collect | DeFi | Ethereum | 56 | ||
Swing | RWA | Solana | 49 | ||
Name Whisper | Infra & Data | Ethereum | 43 | ||
Budgie | Tools | - | 25 | ||
TCG Urban Layer | DeFi | BNB Chain | 22 | ||
yepcat | Meme | Solana | 20 | ||
wrap | DeFi | BNB Chain | 53 | ||
hypermeme | Meme | Hyperliquid | 50 | ||
Superstake.fun | AI | BASE | 47 | ||
Voicebox | AI | Solana | 44 | ||
Potato | Meme | Solana | 33 | ||
GomeEXE | NFT | Ethereum | 31 | ||
PLOPLO | DAO & Community | - | 26 |
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/viewformTy 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 🙌