Weekly Alpha Recap #190 | 20–26 July
Hyperliquid to enable permissionless deployment of HIP-4 outcome markets on testnet before mainnet. 10 project highlights and 31 projects in the Probably sheet.
TL;DR
News
Stablecoins & Hyperliquid
Hyperliquid to enable permissionless deployment of HIP-4 outcome markets on testnet before mainnet
Balance protocol stablecoin collapses ~99% after oracle manipulation drains BTC vaults
Japanese logistics firm AZ-COM Maruwa to adopt JPYC stablecoin for payments
BIS warns USD stablecoins can evade capital controls, challenging regulation
Tether's USDT faces 2-year countdown threatening U.S. platform access
Multicoin moved $120M in HYPE tokens across wallets, says not selling
Augustus raises $180M to build a stablecoin-ready 'Global Dollar Bank'
Circle partners with Kakao and Toss Bank to explore stablecoin payment rails in South Korea
Hyperliquid surpasses $5T all-time perpetual volume and RWA trading concentration noted
Total stablecoin supply on Robinhood Chain surpasses $400M (340% increase since early July)
Protocol & DeFi Updates
Allbridge Core pauses protocol after Solana flash-loan exploit
Morpho launches fixed-rate lending protocol Midnight on Base
Uniswap adds permissioned trading pools for tokenized assets
LayerZero and Keeta enable tokenized bank deposits across Ethereum, Solana and Base
New S&P Dow Jones and Pantera fundamental-based digital asset index launched (includes TRON, ETH)
Polygon's Ithaca hard fork scheduled for mainnet deployment July 29
Wallets & UX
Telegram plans large rollout of a native non-custodial crypto wallet
Jito launches JTX self-custodial trading platform for Solana tokens and tokenized RWAs
Coinbase enables corporate customers to accept payments from AI agents
MoonPay accepts Discover Network cards for US crypto purchases
Bluenoroff phishing campaign profiles crypto wallets using fake Zoom domains and hijacked Telegram
Prediction Markets
France orders ISPs to block Polymarket ahead of World Cup final
Robinhood in talks to add Crypto.com prediction markets amid Kalshi rivalry
Macro & Institutions
UK parliamentary group launches probe into crypto sector banking challenges
Pakistan launches crypto investigation unit to fight money laundering
Crypto lobby group sues Illinois to block incoming digital-asset tax
US seeks forfeiture of $25M in crypto tied to global fraud investigations
CoinShares launches UCITS platform for European institutions
Upbit parent Dunamu faces sanction process months after $30M hack
Bitcoin falls below $64,000 amid oil bounce and AI-driven selling
Tokenized stocks market: $1.7B market cap in June; diversification beyond crypto-linked shares
Satsuma shareholders approve bitcoin treasury liquidation and London delisting
Senate releases updated CLARITY Act with temporary ethics provision
Coinbase CEO: CLARITY Act ready for full Senate floor vote (statement)
SEC Commissioner Peirce warns on onchain lending and vaults jurisdiction
SEC reaches settlement with Coinbase over records requests from Gensler era
Digital Asset expands funding round with Shinhan and Standard Chartered (additional $10M)
Crypto industry employment and economic contribution in U.S.: NCA report
Clarity Act expected to miss congressional window before summer break
Nasdaq-listed Zhibao plans $220M stock sale to buy Bitcoin for treasury
Market: Spot CEX trading volume down 27.9% in 2026 Q2 to $1.95T
Kazakhstan introduces strategic mining rules, expands state crypto reserve plan
World Foundation / World Network raises $52.5M (WLD token sale / funding)
Robinhood Chain real-world assets jump fivefold as tokenized stocks trade larger
Russia’s Sberbank plans crypto trading infrastructure by December
FTX's 5th bankruptcy distribution to send $900M to creditors on July 31
EU adds HTX to sanctions list, barring transactions from Aug. 23
Bitcoin ETF weekly trading volume falls to lowest since Oct 2024 as ether funds lead inflows
Europe’s high regulatory bar could trigger crypto industry M&A wave
Drama & Shenanigans
Zilliqa: exchange partner cold wallet hacked; deposits/withdrawals paused
Michael Saylor urges Bitcoin to reject BIP-110 / criticizes blockchain-cleanup plan
Pump.fun launches Boost Mode to buy back and burn bonded meme coins via 5-minute TWAP
BitMEX to shut down exchange on Sept 23, 2026; urges users to withdraw funds
Robinhood CEO's X account reportedly hacked to promote memecoin
HTX rotates wallets to evade UK sanctions screening, per TRM Labs
Arbitrum protocol AFX Trade drained of ~$24M after bridge keys compromised
Verus–Ethereum bridge exploited for ~$7.5M; B² Network loses ~$3.86M
North Korea arrests hackers accused of laundering stolen bank funds via crypto
Arthur Hayes and BitMEX co-founders face fraud claims as exchange winds down
BitMart to suspend new registrations and deposits July 26 and cease operations by Jan 31, 2027
Token Launches & Claims
Infra, Dev & Culture
Galaxy launches Bitcoin quantum readiness initiative with up to $5M in developer grants
DefiLlama research: centralized exchanges evolving into integrated financial infrastructure
Zama partners with Elliptic to add blockchain compliance screening for confidential finance
LayerZero winding down offchain support for chains with minimal activity
Lamina1 shuts down after four years due to financing challenges
Project Highlight
wire botMoni Score453WebsiteMoni's Review/Opinion:Wire Bot is a Twitter-native trading bot that lets users execute on-chain buys, sells, sends and even launch tokenized stocks, index baskets and community tokens on Robinhood Chain by tagging @wirebotRH — no separate app required. This week the team announced that token launches are live on the WIRE system (powered by @ponsdotfamily), meaning you can deploy a token from a tweet, auto-pair it into a Uniswap pool with a locked liquidity option, do an optional initial buy in the same transaction, and set or redirect creator fees. They also re-affirmed index-basket support via @vimenprotocol so you can buy/sell/send entire baskets ($MAG7, $AI6, $HOOD6V2, $AMZO, $AGNTS) with one tweet, ran prediction-market testing (points-only TSLA bet resolving Jul 21), distributed small WIRE giveaway payouts to winners, and continue whitelisting/testing functionality for live commands.
What changed this week is that launches moved from being described to being actively usable on-chain: the launch command, fee-claim and redirect flows, and auto-attachment of tweet metadata were publicized as live. The team also posted operational notes — a prediction-market test, ongoing whitelist testing, and giveaway distributions — and announced the index-basket integration as shipped. These updates push Wire from feature rollouts into an active user-facing product for tweet-driven launches and trades.
Market note: WIRE’s reported market cap rose from 898,498 to 1,539,834 (a 71.4% increase) during the snapshot period.
AIMoni Score440WebsiteMoni's Review/Opinion:AI is a meme-forward token positioned as "$AI xChat" and tied into on-chain stock representations; the account drives attention to trading and liquidity with short, provocative posts and links to its Long.xyz listing. This week the project continued that playbook — posting bullish/taunting content, highlighting thick LP allegedly backed by on-chain stocks, and putting out token-holder humor and community-facing calls-to-action that reinforce the narrative of on-chain stock-backed liquidity.
There were no new product integrations announced, but activity increased in promotional messaging that leans on on-chain stock backing and LP strength (e.g., calling out Long.xyz and recent trading impacts on an $NVDA stock token). The account’s tweets are focused on keeping momentum and attention around $AI through social engagement rather than technical updates.
Market note: $AI’s reported market cap jumped from 1,234,607 to 6,121,911 (a 395.9% increase) over the period.
FEFERMoni Score438WebsiteMoni's Review/Opinion:FEFER is a memecoin built on Stable (Tether’s USDT₀-powered Layer 1) that has been driving community traction with bridge/trade links, charts and a dedicated website as the main onboarding paths for buyers.
Over the past week the team pushed community-facing content and confirmed a new website is live, posting the site link alongside short, memetic tweets to keep momentum and rally the FEFER Army. Messaging remains promotional and community-driven—encouraging participation, sharing simple token mechanics (1 tether = 1 FEFER) and leaning into meme hype; there were no new token contract events announced and market cap data shown previously remains unchanged.
CROW focuses on trading agents, sellable inference workloads, and rewarding GPU providers through a mining program and platform-level tooling for running models and agents.
No fresh tweets or new product milestones were posted this week; prior progress still stands (alpha access, provider tooling, Genesis Mining allocations, and initial liquidity moves) but there were no new public updates in the window.
Market note: reported market cap increased from $486,150 to $665,220 in this snapshot period.
Ponstrategy.xyzMoni Score203WebsiteMoni's Review/Opinion:Ponstrategy.xyz runs a perpetual dividend treasury token ($PONSTR) that collects trading fees, uses the bulk of those fees to market-buy $PONS, distributes bought $PONS as recurring dividends to holders, and burns fee-paid $PONSTR—essentially a compounding buyback-and-dividend vehicle built around $PONS exposure.
Over the last week the team continued to emphasize on-chain operations and product rollout: they announced plans for Ponstrategy V2 (RWAs and dividends payable in ETH, PONS, or other assets), confirmed the fee machine contract is verified, and reported ongoing dividend drops (the 5th drop distributed 13,790 $PONS to 923 holders). Posts highlight continued fee-to-buyback mechanics, increasing drop frequency, keeper/gas improvements, community growth (top 900 $PONS holders milestone), and general messaging to convert momentum into longer-term accumulation.
Market note: reported market cap rose sharply from $154,383 to $378,443 (up ~145.1%) since the previous snapshot.
The UnstablesMoni Score181WebsiteMoni's Review/Opinion:The Unstables is an art-forward PFP collection launching on the Stable blockchain, positioning itself around stitched, ‘unstable’ characters and managing whitelist applications, collaborator allocations, and a planned public mint.
This week the team closed out pre-mint logistics: they extended the application deadline by four hours, shared marketplace testnet access with select users (~40 people), began sending a final wave of allocation DMs, reminded holders that the mint checker and mint details would go live at a scheduled checkpoint (12:30 PM UTC), and reiterated the public mint price of $3. Collab windows were briefly opened and the project emphasized fairness across timezones as it prepared for mint day.
StonkBrokers is a community-driven NFT-Fi and meme project themed around Robinhood, centered on the $STONKBROKER token and tradable “broker” NFTs with an advertised Anvil NFT AMM marketplace for broker trading.
There were no new tweets or on-chain product announcements this week; prior activity—including exchange listing coordination, community milestone calls, and marketplace promotion—remains the most recent public signal but no fresh developments were posted in this snapshot.
pegdMoni Score155WebsiteMoni's Review/Opinion:pegd is an instant Uniswap V3-style launchpad on Stable mainnet that mints fixed-supply tokens and places them into permanently locked 1% USDT₀ liquidity pools, with fees and creator economics captured by the platform and the $PEGD token supporting the ecosystem.
This week the team shipped its largest product update yet, turning the launchpad into a fuller wallet experience: smarter send flows, QR receive and payment-request links, a unified activity feed, Profiles 2.0, a live Pulse of launches, portfolio upgrades and new alerts, plus backend hardening — all while keeping the same locked-LP contracts. They also reiterated their CoinGecko submission and continued to position $PEGD as the launchpad optimized for a USDT-native execution environment; no new token issuance or market-cap movement was announced.
Since the previous snapshot, market cap increased from $243.8K to $243.8K (+0.0%).
Robinhood DailyMoni Score154WebsiteMoni's Review/Opinion:Robinhood Daily is a community-run account that curates ecosystem news, stats, launches, and memecoin trends across Robinhood Chain, operating independently from the Robinhood App. This week the feed continued its role as a daily ecosystem bulletin: highlighting a new AI interaction layer by NockFi, reporting that slightly more than half of meme traders are profitable over 30 days, and promoting key launches like the Robiance onchain CLOB DEX and cross-chain integrations from defiwayapp. The account also published a multi-item recap of chain milestones — TVL, user stats, integrations, and a long list of new tooling and launchpad activity — keeping readers up to speed on broader network developments.
There were no token launches or protocol-level product releases announced specifically by Robinhood Daily this week; instead the account aggregated many third-party updates and milestone stats, reinforcing the picture of an active, rapidly expanding Robinhood Chain ecosystem.
Bitcoin Security ConsortiumMoni Score152WebsiteMoni's Review/Opinion:The Bitcoin Security Consortium is an industry coalition of financial institutions and Bitcoin companies formed to fund and coordinate long-term Bitcoin security research and engineering, backed by a public pledge of $15 million over three years from founding members.
This week activity consisted of amplifying the launch: the account retweeted member announcements from firms like Coinbase, Blockstream, Anchorage and investment groups, pointed followers to the consortium announcement and reiterated the $15 million pledge and the consortium’s coordination role (noting Mike Schmidt as the volunteer Executive Director coordinating day-to-day work). There were no additional structural changes or new member announcements this cycle.
Loser of the Week
UtopiaMoni Score192WebsiteMoni's Review/Opinion:Utopia is an on-chain virtual real-estate city on Robinhood Chain where each plot is an on-chain deed that streams tokenized stock rewards from a transparent treasury; the project’s roadmap centers on creating a functioning virtual real-estate economy with a secondary marketplace and plot utilities. Recent communications have focused on marketplace development, the premium ‘Heights’ district, rolling stock rewards out to plot owners, and expanding access mechanisms for buyers and token holders.
This week the team moved further into economy-building: they reiterated the upcoming Utopia Marketplace as the primary way to trade secondary plots now that primary plots are nearly sold out, confirmed rollout of AAPL and AMZN stock rewards to eligible plots, described The Heights (a premium hillside district with higher reward rates and basketed-stock streams), and noted ~2.4 ETH from the treasury being allocated to support liquidity and marketplace development. They also reported that buying access and wallet onboarding issues were fixed so purchasers can mint deeds on-chain and that early holders will receive recognition/perks.
Market note: $UTOPIA’s reported market cap fell from 553,410 to 8,852 (a -98.4% change) in the snapshot period.
MuriMoni Score85WebsiteMoni's Review/Opinion:Muri is an agent-style service that automates launching OHM-style protocols from a single post: it can deploy a token, treasury, staking, bonding, buybacks and liquidity automation on Robinhood Chain while using an X account and a linked wallet as the interface and authority. Its value proposition is turnkey protocol deployment and verifiable on-chain infrastructure for creators who want a full treasury/staking suite quickly.
There were no new product announcements or visible social updates this week; activity remains focused on deployments and documentation published earlier rather than fresh feature launches or marketing pushes.
Market note: the protocol’s reported market cap declined sharply from $207,508 to $4,694 (down ~97.7%) over the snapshot period.
r0bMoni Score188WebsiteMoni's Review/Opinion:r0b is presented as an autonomous AI day‑trading unit that tokenizes and trades stock exposures on the Robinhood chain, funded and operated by proceeds from its own token. The account posts live trading commentary and position updates as the bot buys, holds, and sells tokenized stock exposures with real money backing the strategy.
Over the past week the account continued to report live trading actions and sentiment: heavy concentration in NVDA with repeated buys at odd hours, commentary on selling PLTR, and poetic narration of performance and risk. The feed reads like real‑time trading diary entries — position calls, scale-ups, and reflections — rather than product announcements or new protocol features.
The project’s token market cap showed a dramatic drop, falling from $514,836 to $12,910 — a decline of 97.5% since the last snapshot.
GameStopMoni Score374WebsiteMoni's Review/Opinion:GameStopOnChain is a meme-driven token project that claims to tie on-chain tokens to real GameStop (GME) stock exposure, pitching itself as a retail-first, RWA-style memestock that lets token holders share in moves tied to the underlying stock. The account continues to lean hard into the memestock narrative this week — posting short, hyped lines (“WE LIKE THE FUCKING STOCK,” “tomorrow we flip green”), long-form conviction threads about diamond hands and a squeeze, and repeated memetic reminders that the community “just really like[s] the stock.” The pinned claim about pairing tokens with actual stocks remains the backdrop for the promotional messaging.
Activity this week was pure community hype and narrative amplification rather than product updates: multiple new posts doubled down on the squeeze storyline, rallied holders, and used meme storytelling to sustain conviction. There were no new technical announcements or partnership disclosures in the fresh tweets; the account’s output is focused on rousing the base with memetic content and squeeze rhetoric.
Market note: the token’s reported market capitalization moved sharply this period, falling from $40,162,318 to $1,389,022 (–96.5% vs. the prior snapshot).
ButtercoinMoni Score254WebsiteMoni's Review/Opinion:Buttercoin is a rebuilt exchange running on Arbitrum with a token contract on Robinhood chain, offering spot, perpetual futures and RWA markets while advertising very low fees and integrated rails for Robinhood-native assets.
This week the team focused on bootstrapping liquidity and expanding trading features: they purchased additional community tokens (PONS and TENDIES) to deepen liquidity, finished open-market buys on the Robinhood chain, distributed small ETH rewards to top traders, and pushed several order-type launches — trailing orders and other pro order types are now live, with TP/SL set to go live at the scheduled time. Documentation is live and some perpetual market settlements were processed with 0 fees and no slippage.
On reported market metrics, the token’s market cap showed a sharp decline from $693,546 to $54,181 (down 92.2%).
HyperNovaMoni Score82WebsiteMoni's Review/Opinion:HyperNova is building an intent-based execution layer for autonomous AI agents — a coordination and routing infrastructure that moves agents from reasoning into on‑chain execution across chains using solver bidding and intent activation. Its roadmap includes directing protocol fees into an intent vault and onboarding early supporters via a Genesis NFT mechanism tied to contributions in USDG or $NOVA.
This week HyperNova reported intent activation progress moving from 10% to 30% and opened a Boost page so anyone can contribute either 20 USDG or 150,000 $NOVA to receive a limited HyperNova Genesis NFT on Robinhood Chain. The team also posted a $NOVA lock/unlock notice, reiterated that $NOVA is live on OxTrenchor, and emphasized routing protocol fees into the Robinhood Chain Intent Vault as the mechanism that will trigger intents going live.
Market data shows a substantial decline in reported market cap for $NOVA: it decreased from $134,198 to $10,986, a drop of 91.8% since the previous snapshot.
Robinhood's Fastest AssetMoni Score226WebsiteMoni's Review/Opinion:Robinhood's Fastest Asset (RH67) is a meme token and marketing construct tying the viral “67” internet meme to a real-world No. 67 racing car—positioning the token as a cultural asset that gains visibility whenever the car hits the track. Messaging blends meme culture with real-world brand moments to drive attention and an upcoming airdrop.
This week the project doubled down on the airdrop campaign and visibility push: multiple posts promoted the upcoming $RH67 airdrop (ask to like/RT/comment for extra entries), reiterated the racing-car tie-in and unstoppable momentum, and generally amplified the narrative that the meme-plus-physical-car combo makes $RH67 uniquely visible. No technical launches were announced; activity focused on hype and entry mechanics for the airdrop.
Market note: reported market cap fell from $4,989,148 to $631,341 (down ~87.3%) since the last snapshot.
StocktopiaMoni Score176WebsiteMoni's Review/Opinion:Stocktopia is an RWA game on Robinhood Chain where players buy shares to unlock company-themed rooms, furnish them with productive items, and earn $STOCKTOPIA linked to verified exposure to real stocks and dividend-backed rewards. The project emphasizes persistent economies and a settlement layer separate from gameplay to allocate stock-backed rewards.
During the week the team rolled out stability and backend work: Patch 0.3 shipped with major fixes (rebuilt offline production, storage and power bottlenecks, duplicate tick fixes, inventory rollback fixes, RPC failover and indexer recovery, server-side share validation, and anti-cheat checks), bug fixes for room state persistence, connected testnet reward vault claims, improved walletless onboarding and large-room performance, and ran a short community room showcase contest awarding $500 in $STOCK.
The project’s token market cap declined from $29,097 to $4,628, an 84.1% decrease.
DIHMoni Score112WebsiteMoni's Review/Opinion:DIH is a Robinhood-chain meme project whose stated mission is to distribute the token widely — the bot-driven model described by the team sends supply from the dev wallet to many wallets, aiming for broad on-chain distribution and repeated reclaims of wallets that sell.
There were no fresh tweets or functional changes reported this week; the project appears to be maintaining its distribution narrative without new product launches or partnerships.
Market note: the reported market cap declined from 593,589 to 117,730 (–80.2%).
Helia (StareCat)Moni Score78WebsiteMoni's Review/Opinion:Helia (StareCat) is a meme-token project centered on the classic StareCat meme and a community-backed $HELIA token that lives on the Robinhood chain. The account focuses on meme art, portrait prompts, and constant community-facing promotion that leans into the original meme and its endorsement by the picture’s owner.
This week the account stayed active with a stream of meme posts and art prompts pushing $HELIA and keeping community engagement high, but there were no announcements of new partnerships or protocol developments.
Market note: the reported market cap fell sharply from 448,290 to 110,115 (–75.4%) over the snapshot period.
PEAMoni Score98WebsiteMoni's Review/Opinion:PEA is a Robinhood-chain DeFi token and mining protocol built around a ‘Mine. Earn. Burn.’ model: staking and fee mechanics route deploy fees into buybacks, with most bought tokens burned and a small share distributed to stakers. In prior coverage the project had announced supply locks and day-one TVL; this week the account reiterated those core claims and amplified on-chain traction with both organic and retweet signals — calls that the chain will soon notice PEA, a repost highlighting its protocol revenue, and short reminders to “Just mine it.” The account also reposted the original day-one stats (TVL and supply-locked figures) as part of the narrative.
There were no new protocol mechanics revealed in the fresh tweets; instead PEA leaned into social proof and amplification — retweets, short-form hype, and repeated references to its TVL and locked supply to keep attention on the buyback-and-burn thesis.
Market note: reported market cap declined from $7,220,823 to $2,296,423 (–68.2% vs. the prior snapshot).
Probably Sheet
Name | Segment | Network | Moni Score | Status |
|---|---|---|---|---|
- | - | Launched | ||
DeFi | Robinhood | Launched | ||
Meme | Solana | Not launched | ||
DeFi | Ethereum | Launched | ||
Other | Bitcoin | Not launched | ||
Meme | Ethereum | Launched | ||
NFT | Ethereum | Not launched | ||
DeFi | Ethereum | Launched | ||
Meme | Ethereum | Launched | ||
- | - | Not launched | ||
DeFi | Base | Launched | ||
AI | - | Launched | ||
DeFi | Base | Not launched | ||
NFT | - | Not launched | ||
AI Agents | Ethereum | Launched | ||
Tools | - | Not launched | ||
NFT | - | Not launched | ||
DeFi | - | Not launched | ||
NFT | - | Not launched | ||
DeFi | - | Launched | ||
DeFi | Ethereum | Launched | ||
NFT | Ethereum | Not launched | ||
DeFi | Ethereum | Not launched | ||
DeFi | Robinhood | Not launched | ||
DeFi | Ethereum | Launched | ||
DeFi | Robinhood | Not launched | ||
DeFi | - | Launched | ||
GameFi | - | Not launched | ||
NFT | Robinhood | Launched | ||
DeFi | - | Launched | ||
DeFi | - | Launched |
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