Weekly Alpha Recap #187 | 29 June – 5 July

Reports/Jul 06, 2026/2 min/By HONKAYO

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

Stablecoins & Hyperliquid

Protocol & DeFi Updates

Drama & Shenanigans


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.

DEX ScreenerFREE / USD1 on DEX ScreenerPrice $0.002879 · -28.42% 24h · Liquidity $174,523.07 · Market cap 2.81Mhttps://dexscreener.com/solana/hg8pdxxebcbvfukub1bva9fujfeytqrwpevvt9utzfwx
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


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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 🙌

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