Weekly Alpha Recap #189 | 13–19 July
Institutional adoption of digital assets accelerated as Circle secured a national trust bank charter and the DTCC initiated production tokenized trades with major financial firms.
TL;DR
Last Week News
Macro & Institutions
Circle wins OCC approval for national trust bank charter, bringing USDC under federal oversight
UK government forms tokenization taskforce with major banks and asset managers
DTCC begins production tokenized stock and Treasury trades with JPMorgan, BlackRock and Goldman
UK HMRC adopts 'no gain, no loss' tax treatment for crypto lending and liquidity pools
Japan reclassifies crypto as financial assets, paving the way for tax changes
US government moves ~$288M in seized crypto to Coinbase Prime
US inflation prints: headline CPI +3.5% Y/Y; core CPI +2.6% Y/Y (below estimates)
Bitcoin rally cools as markets digest inflation and oil; BTC/ETH ETFs draw inflows
Bitcoin and broader markets impacted by U.S.-Iran escalation; Bitcoin holds ~$62.6K
Bitcoin slides toward $63,000; Coinbase premium negative for record period
Morgan Stanley enables Bitcoin, Ethereum and Solana trading on E*Trade
Interactive Brokers adds 12 crypto tokens and enables stablecoin withdrawals via ZeroHash and Paxos
Citadel Securities invests $400M in Crypto.com valuing it at $20B
Keyrock acquires BlockFills trading assets to boost institutional crypto business
Robinhood Chain draws over $3B in weekly DEX volume, joins top-five chains by DEX volume
Japan's largest security token platform moves nearly $3B to Avalanche
SBI Group building cross-border digital asset presence in Asia; completes Coinhako acquisition
Wall Street transfer agents urge company-authorized tokenization over third-party tokens
T. Rowe Price launches an actively managed multi-token crypto ETF
Stablecoins & Hyperliquid
Visa launches a stablecoin platform for banks, fintechs and merchants
Visa, Mastercard and Ripple back x402 “agent payments” standard for stablecoins
US regulators miss GENIUS Act deadline for final stablecoin rules
Bolivia considers adding Tether USDT to national payments system
Bank of Thailand audits high-volume stablecoin trades amid illicit finance crackdown
Japan: Circle partners with largest card network to explore stablecoin payments for 40M merchants
Dragonfly and FirstMark lead $38M Series A for stablecoin startup Velocity
Hyperliquid open interest hits $11.07B; HIP-3 markets record $3.69B
Hyperliquid’s public treasury firm Hyperion issues $500k HYPE bond with Skew (report)
Wallets & UX
Coinbase allows new registrations from users in China (reports)
ZachXBT criticizes hardware wallets; claims Ledger worst (social posts)
Trezor exec rebuts claim that hardware wallets are 'complete garbage'
Consensys hiring incident: contractor with alleged North Korea links accessed MetaMask code
Prediction Markets
Czech Republic moves to block Polymarket over unlicensed gambling
Prediction markets outperformed sportsbooks in a $50B World Cup breakout
Prediction market startup Pascal raises $9M to challenge Kalshi and Polymarket
Token Launches & Claims
Protocol & DeFi Updates
LayerZero executor wallets compromised; ~$2.4M drained across multiple chains
Roughly $40M reported trapped in Morpho markets backed by exploited or depegged assets
Uniswap governance votes on v4 fees and Robinhood Chain expansion could increase UNI burn
Jito Network to use JTX revenue for JTO buybacks and burns for at least one year
Sablier Labs enters maintenance mode until June 2028, halting new development
Infra, Dev & Culture
EthSystems (Ethereum Foundation spinout) building confidential systems for institutional Ethereum
Cambridge research: 31% of Ethereum node activity in US; a third offline could stall finalization
Glacis Labs raises $6.8M seed to expand ZeroDelta clearing platform
South Korea to pilot tokenized government bonds with a CBDC in 2027
Tradable plans to bring $1B of private credit assets to Stellar
Hugging Face reports production infrastructure breach by autonomous AI agent
Galaxy Digital signs 15-year naming rights deal with Texas Tech stadium
Drama & Shenanigans
US Treasury freezes over $130M tied to Iran-linked crypto wallets
FTX to begin fifth round of creditor distributions (~$900M) on July 31, 2026
Telegram’s t.me domain appears suspended/down; users advised an alternative domain
Noxa (Robinhood Chain launchpad) loses domain access, operations halted
Airbnb CEO says X account hacked; attacker posted tokenization content
Anton Bukov says he was fired from 1inch in Nov 2025 and retains 50% share
Taiwan sentences BitShine exchange ringleader to 22 years for $39M fraud
Projects Highlights
ponsMoni Score1952WebsiteMoni's Review/Opinion:A launchpad for fixed-supply tokens on Robinhood Chain. The site lets users submit transactions to create and explore tokens and runs a native token $PONS tied to platform fees.
The team is reporting ongoing $PONS burns from platform fees (11.75–12.8% cited) and says more updates are coming.
Profiles went live on the platform; chats and cosmetics updates were announced as next steps.
Reported that ~11.75–12.8% of $PONS supply has been burned via platform fees and that a portion of fees will buy $PONS.
Second TierMoni Score959WebsiteMoni's Review/Opinion:A research and engineering collective building 'second tier' architectures to make complex economic designs technically accessible. The team publishes a manifesto and positions itself as an infrastructure & data-focused lab on Ethereum.
No token has launched; no contract or market data available.
pmavMoni Score346WebsiteMoni's Review/Opinion:pmav is a crypto launchpad project that says it’s built on the Robinhood (Robinhood Crypto) chain, designed as an anti-snipe fair-launch platform where creators receive 50% of every trade fee.
Public-facing activity appears focused on запуск and documentation rather than a token launch; the website and docs page are published. No token has been launched yet and there are no recent tweets to indicate a live mint, token contract migration, or listing.
Website live at pmav.fun with product description emphasizing anti-snipe fair launches and lifelong 50% creator fee share.
Project states it is built on the Robinhood chain; token status indicates not launched and no DEX URL provided.
vimenMoni Score317WebsiteMoni's Review/Opinion:Permissionless index protocol on Robinhood Chain that mints fully-backed, redeemable basket tokens. Users compose baskets from tokenized stocks, ETFs and chain natives; contracts hold the underlying assets with no manager keys.
Active launch of factory and curator tooling: new assets were added to the studio and preset indexes are about to drop. Curators have been publishing indexes (including agentic indexes) and minting from their shelves; six new baskets were published and UI updates went live. The team lowered the creator license from 25,000 to 10,000 VIM, burned supply via basket burns, and the protocol minted $500 of each index created under the original 25K license to hold on its balance sheet.
Six new baskets published in 36 hours and 150,000 VIM permanently burned; curators are publishing agentic indexes like $AGNTS and others are being minted/held.
Creator license reduced from 25,000 to 10,000 VIM today; protocol minted $500 of every index created under the 25K license and is holding them on its balance sheet.
yoloMoni Score303WebsiteMoni's Review/Opinion:A meme token project pushing a YOLO-themed memecoin.
Pinned tweet and multiple recent posts explicitly ask the community to buy or "go all-in" on $YOLO and share the contract link.
$MM | Market MakerMoni Score299WebsiteMoni's Review/Opinion:A token designed to act as an immutable market maker: Uniswap v4 hook that keeps an on‑chain public order book, funds bids from earnings, performs automated buybacks, and burns to enforce scarcity.
Teasing an imminent activation: the account posted a short teaser (“The Market Maker is about to awaken”) and the website describes the product and mechanics, but the token has not launched yet.
Website states an immutable market maker built as a Uniswap v4 hook with a public order book and built‑in buybacks and burns.
FletchMoni Score297WebsiteMoni's Review/Opinion:A protocol that splits tokenized stocks on Robinhood Chain into a Principal Token (PT) and a Yield/Dividend Token (YT), letting dividend cashflows be sold, locked as fixed yield, or traded on-chain.
Deployed core contracts and 25 series to Robinhood Chain mainnet (deposits paused). The first on-chain dividend (SGOV) has settled; markets will be opened one-by-one, liquidity seeded, trading + leverage enabled, and an on-chain keeper will begin classifying dividends.
Mainnet deploy on Robinhood Chain (chainId 4663) completed 14 July 2026: core singletons and 25 series deployed; each series created with SeriesVault, PrincipalToken, and YieldToken; deposits initially paused.
First on-chain dividend settled for SGOV (+1.00%); team announced markets will open individually starting with SGOV after live deposit-and-redeem smoke tests and liquidity seeding.
Roadmap items called out: seed PT/YT pools for liquidity, bring keeper online to classify dividends, publish full protocol документация, and roll out $FLETCH (fees → buybacks, staker yield, discounts, governance).
SQUEEZE.RUNMoni Score254WebsiteMoni's Review/Opinion:SQUEEZE.RUN is a dual-curve token launch protocol that promises a "flat entry" on Curve 1 and a later "squeeze" into Curve 2, positioning itself as a fair-launch mechanism for launches on platforms like Robinhood, Solana, and Base.
No token or contract has launched yet. Recent activity on the account consists of amplifying community and developer posts: retweets praising the project's fair-launch mission, teasing technical developments toward new curve mechanics, and soliciting community ideas for launch candidates and token concepts.
Website describes a dual-curve launch flow: flat entry on Curve 1, squeeze into Curve 2 (protocol-level design).
Account retweeted community posts promoting the project's mission and asking followers for launch/runner ideas.
balloonclubMoni Score238WebsiteMoni's Review/Opinion:A Robinhood-built crypto app that combines token bridging, token launches, trading, chat, and airdrop features in one interface.
Announced a live release on Robinhood Crypto and is promoting the app as available now. Recent posts highlight the all-in-one feature set (Bridge, Launch, Trade, Chat, Airdrop) and point users to the Robinhood listing.
Posted that the app is “Live now on @Robinhood Crypto” announcing a release event.
Promoted an all-in-one app feature set: Bridge, Launch, Trade, Chat, and Airdrop, with links to the Robinhood listing and balloon.club.
worthMoni Score234WebsiteMoni's Review/Opinion:A meme crypto token tied to the worthOnRH account (Ethereum token address in the bio). The account functions as a community-facing project handle for a launched token that leans on a rallying slogan: “one life, it’s worth an attempt.”
Running a community and social push: posting and amplifying memes, retweets, and slogan-driven calls to action to rally holders. The team asked holders to share custom PFPs and is promoting community engagement rather than technical releases or product.
Called for community participation: tweeted that they’ve made over 150 unique custom PFPs for holders and asked users to show them off in the X community with the caption “one life, its worth an attempt.”
Recent timeline activity consists of meme posts, retweets, and short motivational slogans pushing community engagement and risk-taking messaging.
Arc DEX ScanMoni Score234WebsiteMoni's Review/Opinion:A token explorer and DEX aggregator for Arc mainnet that lets users track, launch, and trade tokens (includes a token launcher into Uniswap v3, portfolio/address history, and alerts).
Posting product updates and feature notes: launched a rewards program for trading volume, promoting its aggregator swaps while Noxa is temporarily unavailable, and highlighting tracking, launch, and portfolio features for Arc mainnet tokens.
Announced ARC DEX SCAN: users earn 1 POINT per 1 USDC of trading volume (promoted via recent tweet).
Advised users they can swap via the ArcDEXScan interface while Noxa site is down, noting aggregated pools from Uniswap, Noxa, and LiFi on Arc mainnet.
Promoted token launcher into Uniswap v3 on Arc mainnet with instant live pools and permanently locked liquidity, plus portfolio and alert bot links.
FletcherMoni Score226WebsiteMoni's Review/Opinion:Fletcher is an EVM liquidity layer for real-world collectible cards that mints 1:1 mirrored NFTs of vaulted, authenticated graded slabs, settling in USDG and providing instant on-chain liquidity for card owners (integrated toward Robinhood Crypto).
They recently launched their $FLETCHER token and are actively running on-chain pack "rips" and giveaways. Activity highlights include enabling a rip-by-tweet flow (tagging the account to tokenize a vaulted slab), live One Piece gacha packs, recurring Flywheel giveaway drops to $FLETCHER holders, and an on-chain instant buyback feature that pays 80% of market value in USDG.
Token launch: $FLETCHER is live and listed via Virtuals (announced as powering the liquidity layer).
Engagement/events: Recurrent "Flywheel" giveaways awarding free rips to $FLETCHER holders and a tweet-driven rip mechanic that tokenizes and posts pulled cards; instant SELL buyback pays 80% market value in USDG.
BackedMoni Score226WebsiteMoni's Review/Opinion:A fixed-supply token backed by a vault of tokenized Robinhood L2 stocks. Each trade pays a 3% fee that buys stocks into the reserve, and holders can redeem $BACKED for pro-rata shares of the underlying equities.
Operating on Robinhood Chain with live redemptions and vault growth; the team is focusing on on-chain mechanics and market integrations. Recent activity includes executed redemptions that burned supply, vault purchases of stocks from trading fees, Uniswap V4 hook whitelisting on Robinhood Chain, and community and documentation rollouts.
Redemptions live: 5 redemptions executed so far, ~2% of supply burned and redeemed for stocks.
Vault growth: ~USD 30,000 of stocks bought in one day; underlying holdings showed +2.7% appreciation; vault stats shared publicly.
Integration and access updates: BackedFeeHook whitelisted on Robinhood Chain (Uniswap V4 hook); community opened on Telegram; Coingecko Terminal updated and protocol documentation posted.
NetNet CapitalMoni Score192WebsiteMoni's Review/Opinion:The website presents a prospectus and fund-style structure for NET.
The account has been focused on launch mechanics and treasury reporting: publishing the token contract and trading launch on Robinhood Chain, publishing a dividend calculator, reporting rapid reserve growth and deployed yield strategies, and coordinating an upcoming dividend settlement with staking instructions.
Treasury updates: reserves reported up 20–25% since launch and $26,916 USDG deployed into Morpho to earn yield; Bond Desk opened.
robinscanMoni Score184WebsiteMoni's Review/Opinion:A block explorer and integration layer for Robinhood Chain that provides searchable transactions, token and address pages, public APIs/SDKs, and data tooling for on-chain tokenized stocks and assets.
Running a public beta and rolling out feature work: they launched the beta explorer, added live stock charts and a new holder-intelligence view on token pages, and open-sourced an MCP server plus an AI skill to let agents and integrators read the chain without API keys.
Beta explorer live since week one — searchable tx, block, address and token pages.
Open-sourced an MCP server and AI skill to let agents query wallet history, token transfers, realtime prices, and live activity with no API key; inviting ecosystem integrations.
QuantMoni Score178WebsiteMoni's Review/Opinion:QUANT is a token and rewards protocol that aims to buy and send real tokenized stocks to holders; users can choose stocks, build named strategies others can follow, and earn fees when followers use their strategies. Payouts are executed via 0x institutional RFQ rather than DEX pools.
The team has verified contracts on-chain and is running distributions of rewards to holders (tweets cite nearly 60 ETH in value distributed in stocks and other assets). Note: token_status metadata indicates the token is not officially launched.
On-chain contract verification completed (tweet: "Just verified all contracts onchain").
Nock FiMoni Score172WebsiteMoni's Review/Opinion:Nock Fi is an AI concierge for on‑chain investing that offers a conversational agent (called Robin) which plans actions for users and waits for explicit confirmation before executing.
Shared tagline “With Nock, Nothing moves until you say so” and other brand creative across recent posts.
RT’d a request for builders interested in embedding stock tokens or RWA into their apps, indicating outreach to integrations/partnerships.
givestMoni Score172WebsiteMoni's Review/Opinion:Givest is a service for sending real tokenized stocks without requiring recipients to already have a crypto wallet.
The team is actively shipping launch mechanics and transparency work: tokenomics are live onchain and fund gasless claims, buybacks, and giveaways; Robinhood Wallet onboarding is integrated into the claim flow so wallet-less recipients can claim with zero gas; the repo and full codebase are being prepared for public open source release while they push roadmap features (sender history, buyback+giveaway split, scheduled/recurring gifts, native iOS app).
Tokenomics enforced onchain on Robinhood Chain: fees (1% base; 0.75% at 10k GIVEST; 0% at 100k) fund gasless claims, buybacks, and protocol giveaways.
Claim flow integrates Robinhood Wallet onboarding so recipients without a wallet can install Robinhood Wallet and claim stock tokens with gas paid by the protocol.
Codebase slated for imminent open source release on GitHub; team says they are finalizing repo fixes and making contracts and app public.
Pew.funMoni Score171WebsiteMoni's Review/Opinion:A social launchpad product that launches tokens into SushiSwap v3 on Robinhood Chain, positioning creators to get immediate tradeable liquidity with locked pools and no bonding curve.
Actively operating its first SushiSwap launchpad on Robinhood Chain: live launches and trading have occurred, the team took a first snapshot for $SUSHICAT holders and is coordinating with SushiSwap for holder rewards/airdrops. Platform updates like restoring image uploads were also posted.
Pinned launch: sushi-based launchpad on Robinhood Chain, liquidity locked and tradeable from block one via SushiSwap v3.
Day-one activity reported: $4M traded across 198 launched coins and $13K distributed to creators; first snapshot taken for $SUSHICAT holders.
Operational notes: coordinating with SushiSwap for a $SUSHI airdrop to holders and re-enabled image uploads on the platform.
SeedcoinMoni Score158WebsiteMoni's Review/Opinion:Seedcoin is an Ethereum-based crypto token/project (on-chain address in the profile) positioning itself around growth-themed branding and investor philosophy.
The account has been posting a short, repeated social campaign of motivational and promotional tweets — mostly the phrase “Watch it grow. There are no recent tweets announcing launches, partnerships, or technical rollouts.
Token appears to be live on-chain (profile shows an ETH address and dexscreener listing exists for the token).
🌱” with linked creatives, serving as a branding/teasing campaign.
Occasional content highlights dollar-cost averaging and investment philosophy rather than operational updates or product launches.
LaunchhoodMoni Score153WebsiteMoni's Review/Opinion:Launchhood is a platform that lets creators deploy and list tokens (advertised for Robinhood Chain) and offers a Telegram bot to launch tokens for free. It combines a web trading interface with bridge/swap tools and a claimed platform token.
Recently the team has been updating their web platform and trading features: listing major Noxa-launched tokens, adding a swap panel and dark mode, announcing a Noxa-factory fork so new tokens are tradable on their site, and promoting a Telegram one-tx launch flow. They also tweeted that the platform token has been bonded and the DEX updated, and that bridging/swapping $NOXA is live.
Integrated dark mode and announced a Noxa factory fork so new tokens become directly tradable on the platform.
Announced platform token bonding and DEX update; tweeted bridge/swap for $NOXA and a Telegram bot for one-transaction launches on Robinhood Chain.
Probably sheet
Name | Segment | Network | Moni Score | Status |
|---|---|---|---|---|
DeFi | Ethereum | Not launched | ||
DeFi | Ethereum | Not launched | ||
NFT | Ethereum | Not launched | ||
RWA | - | Launched | ||
DeFi | BNB Chain | Not launched | ||
DeFi | Robinhood | Not launched | ||
Meme | - | Not launched | ||
AI Agents | Solana | Launched | ||
DeFi | Robinhood | Not launched | ||
Other | - | Launched | ||
RWA | - | Launched | ||
DeFi | - | Not launched | ||
DeFi | Robinhood | Launched | ||
DeFi | - | Launched | ||
RWA | - | Launched | ||
NFT | Ethereum | Not launched | ||
RWA | Ethereum | Launched | ||
Meme | Ethereum | Launched | ||
DeFi | Ethereum | Not launched | ||
DeFi | Ethereum | Launched | ||
DeFi | Base | Not launched | ||
AI | - | Not launched | ||
DeFi | Ethereum | Not launched | ||
Meme | Ethereum | Not launched | ||
Meme | Solana | Not launched | ||
DEX | - | Not launched | ||
DeFi | Robinhood | Launched | ||
AI Agents | Solana | Not launched | ||
DeFi | - | Not launched | ||
Meme | Arbitrum | Not launched | ||
- | - | Not launched |
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