HashKey Capital@HashKey_Capital
🥞 HashStack #031 is live.
₿ BTC: Strategy adds 22,337 BTC ($1.57B), now holds 761K BTC, Metaplanet raises $255M + $26M venture arm, Morgan Stanley files S-1 for spot BTC ETF (MSBT), Bitcoin crosses 95% of 21M supply mined
⚡ ETH & L2s: BlackRock's staked ETH trust (ETHB) hits $250M AUM in first week, EF proposes 13-second L1-to-L2 bridge times, OP Labs cuts 20% of staff, Amundi tokenizes swap fund on Ethereum
🌐 L1s: Hyperliquid S&P 500 perp hits $100M volume in 24hrs, Grayscale files HYPE ETF, Algorand cuts 25% of workforce, Solana Foundation declares crypto gaming 'is not coming back'
🤖 AI x Crypto: Visa Crypto Labs launches AI agent crypto payment tool, Circle launches gas-free USDC nanopayments for AI agents, World launches AgentKit with human verification, BNB Chain leads in registered AI agents
💰 DeFi: Resolv Labs exploited for $25M, Aave launches Shield after $50M swap loss, Polymarket acquires Brahma + partners with MLB, Venus Protocol hit for $3.7M, Across Protocol proposes DAO-to-company pivot
💵 Stablecoins: Mastercard acquires BVNK for up to $1.8B, Wells Fargo trademarks WFUSD, US Senate reaches agreement on stablecoin yield treatment
🏆 RWA: SEC approves Nasdaq for tokenized securities trading, Kamino RWA Market hits $1B TVL on Solana, Coinbase launches Magnificent 7 stock perps for non-US users, Moody's brings credit analysis onchain
💸 Fundraising: Kalshi raises $1B at $22B valuation, Bluesky raises $100M Series B (Bain Capital Crypto), KAST $80M Series A, Cryptio $45M Series B, Zcash Dev Lab $25M seed
HashStack #031 breaks it all down: 🧵👇
hashstack.beehiiv.com/p/hashstack-031