Sharding Capital

Welcome to the 139th edition of Sharding Weekly! 2026/7/6 - 7/12 Some Highlights: 🔸Iran says the Strait of Hormuz is closed until “stability is restored” 🔸Fed says a few officials back raising interest rates 🔸White House says it’s working to structure the U.S. Strategic Bitcoin Reserve and crypto stockpile 🔸Robinhood CEO says its crypto blockchain is “great for memes” 🔸China expected to produce 100K+ humanoid robots this year --- 📰News $BTC •Strategy’s Bitcoin holdings drop by 3,588 BTC to 843,775 BTC $ETH •Tom Lee’s BitMine buys 42,197 ETH worth $73M AI •Paradigm raises $1.2B fund to invest in AI •Leaked Anthropic docs reveal plans for 1.4GW of AI capacity in Australia •Meta to start making its own AI chip, Iris, in September •Meta to launch its first AI image generation model, Muse •China considers restricting overseas access to advanced AI models •Beijing weighs tighter control over its domestic AI labs •Trump administration lifts restrictions on OpenAI’s GPT-5.6 •OpenAI launches ChatGPT Work, an AI agent powered by Codex and GPT-5.6 that works across your apps and files and turns a goal into finished work •OpenAI and Google reportedly sold AI models to blacklisted Chinese firms •Apple sues OpenAI over alleged trade secret theft Others •Ripple secures MiCA license, enabling crypto services across all 30 EEA countries •Russia’s Largest Bank Sberbank plans to launch a crypto wallet by December •BonkDAO treasury drained of $20M via an unnoticed governance proposal •Sony Bank wins OCC approval to issue a dollar-backed stablecoin in the US •Russia’s Alfa Bank plans to offer crypto services and become a digital depository •10% of fees from Robinhood chain and other Arbitrum L2s go to Arbitrum ecosystem •@Circle wins OCC approval for a national trust bank charter, putting USDC under federal oversight for the first time •@Polymarket files to offer margin trading in the US --- 📖Good Reads •@milesdeutscher - How To Invest In Robotics (Full Guide) •@jonrussell - Robotics startups are emerging from Southeast Asia, with Singapore at the centre •@TacticzH - A Beginner’s Guide to Physical AI •@NikoMcCarty - A Reading Guide to Chinese Biotech •@thejessezhang - Everyone is wrong about open source AI in the enterprise •@Melt_Dem - The World as Model •@GuarEmperor - B20 Base •@insights4vc @rebeccakaden - Data At The Edge •@bingxu_ - The Great Wave Has Arrived (from GLM CEO Jie Tang) •@tradeguru - Don’t hate the player, hate the game --- 💰Crypto Fundraising AI •@PrimeIntellect - 130m Series A led by @radicalvcfund DeFi •@gauntlet_xyz - 125m Series C investment from @sbigroup RWA •@m1xglobal - 5.5m Seed led by @paradigm Exchange •@markets_edx - 76m Series C led by @SBI_DAH •@MercadoBitcoin - 20m Strategic investment from @tether Compliance •@elliptic - $TBD Strategic investment from @circle_ventures Social •@KorProtocol - 100m Series A That’s all🥂 --- If you feel this thread is helpful, welcome to follow @ciaobelindazhou @cchungccc Thank you for all your support! Have a great day! Full content 👇 x.com/ShardingCapita…

The past ten days at GOAT Network: • CEO @kevinliu demoed an agent buying a gift card during the OpenClaw Builder Bootcamp opening ceremony • GOAT Research published an early BitVM3 technical note • Developer Advocate Program applications closed • @MetisL2 was added to GOAT x402 payment support • We published The Agent Builder’s Bible and The GOAT Stack And more - dive in below 🧵

1/ Berachain has a new look and a clearer message. Our redesigned website is live now at berachain.com, reflecting where Berachain is headed: A network built to help onchain businesses grow.

#OpenDigest | 10 July 2026 Each week, we bring you the biggest headlines, sharpest insights, and key updates on stablecoins, tokenized RWAs, and the OpenEden ecosystem. All in one place.👇

TODAY: HOSTED AGENT TOURNAMENT 500 USDC prize to the agent with the best single round PnL > 1 - 2 PM UTC (starts in ~1 hour) > ~60 fast rounds - 1 minute each > 10 USDC trading budget per round Get your agent ready now: creator.bid

This is not a small experiment. There is a consortium of 27 firms supporting this, including: ▪️ @okx ▪️ @MetaMask ▪️ @privy_io ▪️ @ZKsync ▪️ @heurist_ai ▪️ @Chain_GPT When big names align, it signals exactly where the industry is heading. x.com/CoinDesk/statu…

Update on Insurance Fund: Insurance Fund claims are now live. Eligible IF depositors can now connect their wallet and claim here: dfx.drift.trade Thank you for your patience.

Welcome to the 138th edition of Sharding Weekly! 2026/6/29 - 7/5 Some Highlights: 🔸U.S. June jobs miss expectations as payroll growth slows and prior months are revised lower 🔸Markets now expect the Fed to raise rates this year 🔸Trump discloses over $100M in crypto holdings, including Bitcoin and Ethereum 🔸Trump reports $635M in royalties from meme coin and NFT licensing deals 🔸JD Vance discloses over $250K in Bitcoin holdings 🔸SEC Chair Atkins says the agency is modernizing rules to bring U.S. markets onchain 🔸Visa, Stripe, Mastercard, BlackRock, Coinbase, and others to launch OUSD stablecoin --- 📰News $BTC •UAE’s Goldman Lampe Private Bank buys $137M in Bitcoin •Metaplanet buys 2,823 Bitcoin $ETH •Tom Lee’s BitMine buys 27,084 ETH worth $43m $SOL •Forward Industries adds 500K+ SOL AI •OpenAI cuts inference costs by 50%+, requiring fewer Nvidia chips •OpenAI proposes a 5% stake for the U.S. government •U.S. lifts export controls on Claude Fable 5 and Mythos 5 •Anthropic in talks with Samsung on custom AI chips •OKX launches AI marketplace for agents to work, hire, and earn onchain •@OrnnExchange launches compute forward curves for Nvidia H100, H200, and B200 GPUs Others •UK unveils crypto rules and eases capital requirements for stablecoin issuers •Taiwan passes law establishing a crypto regulatory framework •Binance Stock Trading surpasses $1B in AUM within 30 days of launch •Standard Chartered and Circle launch integrated USDC minting and redemption •@RobinhoodApp Chain mainnet is live •Drift rebrands to Velocity ahead of its relaunch and upcoming private beta •Amazon to launch satellite internet service to rival SpaceX Starlink •Revolut to delist USDT for 50M users by Aug 31 --- 📖Good Reads •@StockSavvyShay - 10 Ways to Play Robotics in 2026 •@WazzCrypto - Looks like everyone’s getting turned on by robotics •@frontrunvc - robotics VC funding just hit a record. here are 10 companies to know •@lacey_wisdom - Robotics — The new arms race? •@JacklouisP - What Makes a Robotics Business Economically Viable •@milesdeutscher - How to Use Claude Fable 5 Without Going Bankrupt •@VitalikButerin - Obfuscation: building the final boss of cryptography (Part I) •@coingecko - TradFi on Crypto Exchanges Report 2026 •@jords - Counterfeit Congregation •@thedankoe - The most profitable skill of the 21st century (not AI) --- 💰Crypto Fundraising DeFi •@extendedapp - 12.5m Strategic led by @eToro AI •@AskVenice - 65m Series A led by @dragonfly_xyz •@Thea_AI - 8m Strategic led by @TheSpartanGroup @hack_vc @Maven11Capital @manifoldtrading @fisher8cap Mining and Compute •@IonicDigital - 400m led by Attestor, Sachem Head Capital Management, and Oaktree Capital Management RWA •@techdollarhq - 3m Pre-Seed led by @nolimithodl Exchange •@arcus_xyz - $TBD Strategic investment from @RobinhoodApp That’s all🥂 --- If you feel this thread is helpful, welcome to follow @ciaobelindazhou @cchungccc Thank you for all your support! Have a great day! Full content 👇 x.com/ShardingCapita…

Hermes agents can now transact with crypto across multiple chains. AgentKit gives agents wallet and payment access across @Ethereum, @Base, @Arbitrum, @Optimism, @BNBChain, @Berachain, @MetisL2, and more. Plug economic capabilities into your agent in just a few clicks. → agentkit.goat.network

#OpenDigest | 3 July 2026 Each week, we bring you the biggest headlines, sharpest insights, and key updates on stablecoins, tokenized RWAs, and the OpenEden ecosystem. All in one place.👇

Live agentic trading events are coming. Soon.

Open USD is coming to Heurist. We are supporting the new stablecoin standard for agentic payments.

Today, Drift is rebranding to Velocity. Our new name reflects the new and improved platform that we are building. Perpetual trading is a market where execution speed and directional precision determine outcomes. Velocity captures both, and signifies the momentum behind our relaunch. The rebrand marks a deliberate line between what was and what comes next. Velocity is the exchange we have been building toward — a cleaner architecture, a stronger security foundation, and a clearer sense of what this platform is for. The name carries that intent. As Velocity continues building towards relaunch, we are also planning to release our private Beta to select partners and traders in the coming days. This is an important step towards ensuring Velocity is rebuilt into the most robust perps exchange on Solana. We look forward to sharing more soon.

Welcome to the 137th edition of Sharding Weekly! 2026/6/22 - 2026/6/28 Some Highlights: 🔸Congress sets Clarity Act hearing for July 17 🔸Senate may release crypto tax legislation as early as fall 2026 🔸Binance to halt services for EU users after failing to secure MiCA license 🔸Strategy’s mNAV drops below 1 for the first time this cycle 🔸Trump orders federal agencies to adopt post-quantum cryptography by 2031 🔸US Senate passes bill banning a Fed-issued CBDC until 2030 🔸Uniswap launches a no-code token auction tool 🔸SpaceX to join the Nasdaq 100 on July 7 🔸Trump administration seeks phased GPT-5.6 rollout with customer-by-customer approval --- 📰News $BTC •Strategy adds $300M to its reserve and buys another 520 BTC •MicroStrategy falls below $100 for the first time in over two years $ETH •Bitmine buys another 52,203 ETH •Five former Ethereum Foundation researchers launch Ethlabs with backing from SharpLink, Bitmine, and Joe Lubin •SharpLink acquires 5,000 ETH, first ETH inflow in 8 months Others •ICE partners with OKX to explore tokenized markets •Ripple gets preliminary MiCA approval in Europe •Meta reportedly develops Arena prediction market app •SBI Holdings acquires Japanese crypto exchange Bitbank for $288.6M •Kraken in talks to buy a 15% stake in Aave at a $385M valuation •Singapore’s MAS adds Hyperliquid to its Investor Alert List --- 📖Good Reads •@Eli5defi - Inside the Silicon Photonics Supply Chain Powering AI •@junfanzhu98 - Robotics World Models #154: Causal World Models with Biwei Huang •@thedankoe - How to survive AI mass replacement (& escape wage slavery) •@168X_Fortune - @nft_hu AI Next-Phase Stock Picks •@0xSammy - The AI Inference Market: A Global Strategy Game •@yuan_han_li - The Art of Arbitrage •@MaelstromFund - $CARDS: Crypto’s Next Breakout Success •@DWFVentures - Tokenization: Who Actually Captures Value? •@Delphi_Digital - A Framework For Crypto Neobanks •@0xcarlosg - Onchain Banking --- 💰Crypto Fundraising Infrastructure •@ground_onchain - 3.6m Pre-Seed led by @paraficapital @BainCapCrypto •@CambrianNetwork - 6m Seed (Total 11.9m) led by @polychain •@CNPYNetwork - 8.5m Seed AI •@orthogonal_sh - 4.3m Seed led by @PanteraCapital Mining and Compute •@OrnnExchange - 33m Seed led by @a16zcrypto Payments •@Daya_HQ - 2.4m Pre-Seed led by @HivemindCap •@allscaleio - $TBD Strategic investment from @animocabrands Exchange •@fomo - 75m Series B led by @IndexVentures •@ant_fun_trade - 5m Strategic led by @mhventures @zerraventure @ZualaCapital @X21_Digital @BeckerVentures •@TurboFlow_xyz - 6m Seed led by @PanteraCapital Analytics Platform •@AlliumLabs - 40m Series B led by @AmplifyPartners •@Polysights - 1.5m Pre-Seed led by @yzilabs That’s all🥂 --- If you feel this thread is helpful, welcome to follow @ciaobelindazhou @cchungccc Thank you for all your support! Have a great day! Full content 👇 x.com/ShardingCapita…

This week at GOAT Network: • @Berachain integration • New FAQ page • OpenClaw Summer Builder Bootcamp applications • Upcoming AMA with @thoughtproof_ai & GOAT CMO @0x1164 • GOAT CTO @sd_eigen at Ethereum Summer 2026 • New verifiable AI research from @ProjectZKM • GNS winners • Bitcoin adoption reporting Dive in below 🧵

1/ PoL Next is coming to @berachain Mainnet on July 7th & 8th! PoL Next is the most significant upgrade to Berachain since mainnet launch. It's not a soft patch, it's a hard fork that rewrites the core incentive layer of the chain. Here's everything you need to know 👇

#OpenDigest | 26 June 2026 Each week, we bring you the biggest headlines, sharpest insights, and key updates on stablecoins, tokenized RWAs, and the OpenEden ecosystem. All in one place.👇

Leagues are coming to BID Protocol Fair game for everyone - more soon

Heurist now integrates @base Builder Codes Every agentic service delivered by Heurist Mesh, and every x402 transaction processed by Heuirst Facilitator, now verified onchain ⛓️ Onboard your agent to the Heurist stack ➡️ mesh.heurist.ai facilitator.heurist.ai

Welcome to the 136th edition of Sharding Weekly! 2026/6/15 - 2026/6/21 Some Highlights: 🔸U.S. military officially lifts the Strait of Hormuz blockade 🔸Fed keeps rates unchanged 🔸BOJ raises rates to 1.00% 🔸Trump discusses ending the Russia-Ukraine war with Putin and Zelensky --- 📰News $BTC •Strategy acquires 1,587 BTC •$STRC hits an ATL of $82.53 •Strive acquires 73 BTC •BlackRock launches a Bitcoin covered call ETF •Franklin Templeton files ETFs that convert stock dividends into Bitcoin $ETH •BitMine acquires 76,881 ETH Others •Tether partners with Dubai’s DMCC on blockchain education and tokenization initiatives •Tether sunsets aUSDT and Alloy, offering redemption until Sept. 17 •SpaceX to acquire AI coding startup Cursor in a $60B deal •Coinbase launches fully backed tokenized U.S. stocks •ECB President Lagarde blocked Binance’s EU expansion to support the digital euro •Japan’s National Business Corporate Pension Fund to invest 1% of assets in crypto •Michael Kong, Andre Cronje, and David Richardson step down from Sonic Labs’ board •@KaitoAI expands beyond crypto, bringing its influence and reputation system to stocks, AI, and more --- 📖Good Reads •@KobeissiLetter - Key takeaways from Fed Chair Warsh’s remarks •@RayDalio - Investment Principles: What Should You Do Under Existing Conditions? •@Delphi_Digital - A Framework For Crypto Neobanks •@jswihart - Irrational Thinking. Zcash Update. •@ethermage - Liquid Machine Labor, where robotics x crypto x ai x makes sense •@rhackett - The AI ownership rush •@AlokVasudev - The L1 Blockchain <> AI Lab Comparison •@AvgJoesCrypto - The Real “Next Memecoin Trade:” Trading Cards Supercycle •@Plus_Ultra_715 - Can We Really Collateralize TCG? --- 💰Crypto Fundraising Blockchain Service •@eldoradoio - 9m Series A led by @paradigm DeFi •@renaissxyz - 1.5m Seed led by @yzilabs RWA •@re - $TBD strategic investment from @cbventures Payments •@GoInterchecks - 50m Series C led by @commercevc, Bettor Capital, Decades Holdings, and Thayer Street Partners •@conkarta - 140m Series A led by @galaxyhq •@sovra_money - 2m Pre-Seed led by @PharsalusCap Social •@earnos_io - 6m Series A led by @1kxnetwork Compliance •@range_org - 8.3m Series A led by @Maven11Capital @tx_group DePIN •@Sealcoin_QAIT - 4m Strategic CeFi •@tracefinance - 32m Series A led by @coinfund That’s all🥂 --- If you feel this thread is helpful, welcome to follow @ciaobelindazhou @cchungccc Thank you for all your support! Have a great day! Full content 👇 x.com/ShardingCapita…