Weekly Alpha Recap #192 | 3–9 August
BlackRock expands tokenized cash with new blockchain-based money market offerings. 14 project highlights and 14 projects in the Probably sheet.
TL;DR
News
Macro & Institutions
BlackRock expands tokenized cash with new blockchain-based money market offerings
Wintermute registers as SEC broker‑dealer to trade equities, options and ETFs
Coinbase launches WTI and Brent crude oil perpetual futures for non-US traders
Mastercard completes acquisition of BVNK to advance stablecoin capabilities
Mastercard pilots Crypto Credential for cross-border stablecoin compliance
Dinari partners with Circle to offer tokenized U.S. stocks to U.S. investors
U.S. Treasury sanctions two Iranian crypto exchanges under 'Economic Fury' campaign
Brazil central bank orders exchanges to delay large crypto transfers abroad
Bitget to exit Japan and close remaining positions by year-end
Bybit sues North Korea and Lazarus Group over $1.5B hack, secures asset freeze
Hashdex to close and liquidate first spot Bitcoin ETF (DEFI)
Bitcoin and Ether ETFs draw $1.1B in strongest inflow week since April despite low volume
Strategy (Michael Saylor) sells ~1,637–1,638 BTC, holdings drop to ~842,138 BTC
Stablecoins & Hyperliquid
Rain launches Western Union Stablecard for stablecoin remittances via Visa
Yellow Card raises $40 million to link banks to stablecoin processing
Japanese stablecoin firm JPYC raises $38 million in extended Series B
Hyperliquid upgrades TWAP orders and launches HIP-4 permissionless deployments on testnet
Hyperliquid Q2 report: HIP‑3 RWA trading share rises and UNITREE listed
Crypto payment card monthly volume hits $759M in July 2026, driven by dollar-backed stablecoins
Wallets & UX
BitGo launches Link to connect custody clients to exchanges including Coinbase, Kraken, Crypto.com
DeFiLlama launches mobile app with LlamaAI for iOS and Android
Coinbase’s Base app to become 'less Base‑centric' under Cobie and Jesse Pollak
Coldcard hardware-wallet RNG flaw exploited, estimated thefts around $130M
Boltz halts Bitcoin swaps indefinitely citing AI-assisted attacks
BTCPay warns of actively exploited critical flaw that can drain funds
River report: 1.57M BTC lost in self-custody vs. 1.51M BTC on exchanges
Hardware wallet sales in Russia more than double as new crypto rules near
Protocol & DeFi Updates
Uniswap Earn goes live with vault infrastructure powered by Morpho
Tokenized RWAs triple deposits to $7.4B as broader DeFi grows 15%
Sui to add post‑quantum signature schemes for quantum‑safe accounts
MEV‑related flow accounts for the majority of Ethereum priority fee spend
New Ethereum EIPs propose cutting/burning validator rewards to cap staking
Ethereum staking token weETH splits from restaking as rewards debate heats up
Solana-based perpetuals platform Flash.Trade to wind down operations unless acquired
Infra, Dev & Culture
New Solana proposal would raise daily SOL burns from ~$47k to ~$650k
NEAR co-founder proposes protocol sovereign fund for long-term sustainability
POAP (Proof of Attendance Protocol) winds down after 5+ years
Robinhood Crypto chief outlines design trade-offs on Robinhood Chain
Cambrian launches public API providing on-chain and off-chain signals for financial AI agents
Drama & Shenanigans
FBI intelligence agent charged after alleged $1M crypto theft
Eliza OS project winding down; token declared dead and foundation to wind down operations
Hyperliquid Malaysia treasury drained during IRL presentation
Controversial BIP-110 soft fork mines two blocks then stalls, causing a minority chain split
Death of Harry Yeh, early Fantom contributor and LIF3 founder, after fall from apartment
Project Highlight
SFMoni Score1398WebsiteMoni's Review/Opinion:A Solana launchpad that mints community tokens paired to custom quotes and RWAs using one-sided Raydium CLMM pools; they announced integration with GMGNAI so StonkFun coins can now be traded there. They also added NBIS as a new quote option and pushed a Rewards V3 update that moved reward collection to transfer tax and adjusted fee splits.
Market cap: $212.3K -> $10.8M (+4990.6%).
dontblinkMoni Score656WebsiteMoni's Review/Opinion:A social-first launchpad enforcing single-wallet, public trading “blink” windows for verifiable retail distributions; they reported multiple large token burns from trading fees and said $BLINK is now tradable everywhere after the blink closed. They also fixed a 2% max-wallet routing bug and integrated blink trading into a social app so tokens are tradable through that app during the blink.
Market cap: $1.6M -> $1.2M (-23.0%).
µTokenMoni Score589WebsiteMoni's Review/Opinion:A protocol layer framing itself as an on-chain instrument for tokenisation and generative collections; they opened DMs and said a wave of messages from builders, artists, and creators arrived. They repeatedly invited submissions while noting nothing has been reviewed yet and asked followers to keep sending DMs.
sleuthMoni Score516WebsiteMoni's Review/Opinion:An intelligence project that turns public wires and posts into wallet-linked market signals; they published a data thread reporting Robinhood Chain did $671M of DEX volume in 24 hours and holds 0.63% of all DeFi capital. Their thread included supporting notes on validator pay, fees, TVL, RWAs, and token metrics.
#SuitMoni Score441WebsiteMoni's Review/Opinion:A community NFT project positioning itself as a high-status free mint and social finance experiment; they published full mint details listing Total Supply: 3000 and Mint Date: August 31st with three whitelist mint windows and collaborator communities called out. They repeatedly pushed the mint messaging and urged followers to “earn” WL spots ahead of the August 31 date.
The Prism Mothership🌈Moni Score408WebsiteMoni's Review/Opinion:A single‑token mothership that routes LP and protocol fees back to holders and powers composable index apps. This week they ran a 15‑minute countdown and went live with MCG for a community livestream that included a scheduled conversation with a contributor and a tease of a new ecosystem application.
Market cap: $1.0M -> $2.8M (+178.3%).
RELICSMoni Score351WebsiteMoni's Review/Opinion:An on‑chain generative collectible system where a token’s Uniswap v4 market history mutates fully on‑chain SVG NFTs. This week they announced that 50% of LP fee revenue will be used to burn the token and said they will launch test tokens from the Relics Launcher across Robinhood Chain, Base, Ethereum mainnet, and BNB Smart Chain.
Market cap: $65.9K -> $637.3K (+867.0%).
El "TOAD" PepeMoni Score345WebsiteMoni's Review/Opinion:A Solana meme token built around the El Toad Pepe character and community‑led promotions. This week they launched an art contest with cash prizes and published submission requirements that mandate posts including the project’s ticker and the #toadarmy hashtag, plus a deadline and prize breakdown.
Market cap: $15.4M -> $17.6M (+14.7%).
BlockspaceMoni Score224WebsiteMoni's Review/Opinion:An infrastructure outfit focused on connecting users and applications to Ethereum blockspace and related rails. This week multiple venture and ecosystem accounts publicly announced backing and amplified the project, with retweets and endorsements from groups like Breed VC, Stakely, and EtherFi.
nosisMoni Score224WebsiteMoni's Review/Opinion:An AI‑agent project inspired by Plan 9 where files act as active interfaces and economic primitives. This week they published a long sequence of essays, technical vignettes, and stories across many tweets covering device ideas, a deadfeed sensor, and cultural analogies.
Market cap: $204.6K -> $1.2M (+463.8%).
The BullMoni Score214WebsiteMoni's Review/Opinion:A Robinhood-themed meme mascot that tells a Bull persona story; this week they published two new long-form persona tweets continuing the Bull narrative. They posted character-driven scenes — one about finding a dumpster full of gold and another about converting a crime boss into a dividend-paying entity.
Market cap: $3.6M -> $4.0M (+11.6%).
Purr CatMoni Score177WebsiteMoni's Review/Opinion:A collectible/mascot token hidden in Robinhood assets; this week they acquired another 0.2% (2.2M PURR) of total supply for the treasury, bringing it to 3.7% (37.2M PURR). They announced the treasury purchase on-chain and in a tweet thread.
Market cap: $130.6K -> $590.6K (+352.3%).
Zaibatsu WagiesMoni Score167WebsiteMoni's Review/Opinion:A 1,000-piece NFT collection on Robinhood Chain with a clock-in mechanic for rewards; this week they confirmed their collection is now tied to an OpenSea collection page and thanked a community web-builder while sharing a detailed how-to guide for clocking in. They also pushed multiple community posts and RTs celebrating the site and guides.
CT discussion around it: a user (0xcan24) tweeted they bought two Wagies.
Merry Men 🏹Moni Score161WebsiteMoni's Review/Opinion:A 2,222‑NFT pixel collection on Robinhood Chain that routes royalties into a public War Chest; this week the account owner sniped the abandoned Merry Men username and posted several messages about reviving the project and calling out the original devs. They used the reclaimed account to tell the community they’re willing to hand over control to a respected lead.
Market cap: $18.3K -> $14.5K (-20.8%).
Loser of the Week
degenhookMoni Score133WebsiteMoni's Review/Opinion:degenhook is a Uniswap v4 hook that turns swaps into wagers and routes fees into a reserve for $DEGEN holders, and this week they announced the Universal Degen Hook is live across six major Ethereum tokens. They launched the Universal Degen Hook allowing the swap-and-roll mechanic for ETH, USDC, USDT, WBTC, LINK, and UNI.
Market cap: $674.0K -> $50.9K (-92.4%). CT discussion around it showed community excitement in third-party posts.
MEMESTOCKMoni Score91WebsiteMoni's Review/Opinion:A BNB Chain meme-token that funnels ecosystem fees to buy and distribute SPY bStock tokens for holders. They distributed 42 SPYB — worth approximately $31,000 — to holders this week.
Market cap: $236.2K -> $98.9K (-58.1%).
ElevatorMoni Score24WebsiteMoni's Review/Opinion:An autonomous Uniswap v4 hook–driven monetary issuance system that mints and distributes ELE as market swaps advance protocol state. They executed an on‑chain reserve buyback, converting 0.1 WETH into 111.99 ELE for protocol inventory and published the buyback transaction.
Market cap: $223.4K -> $34.7K (-84.5%).
PONSYMoni Score10WebsiteMoni's Review/Opinion:A mascot‑driven meme token emphasizing a believer‑first community on Robinhood Chain. They announced another token burn of 3.06%, stating total burned now equals 9.57% of supply and linked the burn transaction.
Market cap: $204.9K -> $64.2K (-68.7%).
ClipMoni Score7WebsiteMoni's Review/Opinion:Clip is a clipping agency that pays creators for TikTok posts tied to token campaigns, and this week they created their own TikTok page to improve payout verification and view tracking. They created an official TikTok page and asked clippers to tag it for future submissions.
Market cap: $189.3K -> $6.5K (-96.5%).
Probably Sheet
Name | Segment | Network | Moni Score | Status |
|---|---|---|---|---|
NFT | Ethereum | Not launched | ||
AI | BNB Chain | Not launched | ||
AI | Ethereum | Launched | ||
- | Robinhood | Not launched | ||
DeFi | Arbitrum | Not launched | ||
Meme | Solana | Launched | ||
Meme | Solana | Not launched | ||
Meme | Solana | Launched | ||
Meme | Robinhood | Launched | ||
NFT | Robinhood | Not launched | ||
Meme | Solana | Launched | ||
DeFi | Solana | Launched | ||
DeFi | BNB Chain | Launched | ||
DeFi | Ethereum | Launched |
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