Sharding Capital

Welcome to the 132th edition of Sharding Weekly! 2026/5/18 - 2026/5/24 Some Highlights: 🔸Trump says Iran peace deal framework is largely negotiated, including reopening the Strait of Hormuz 🔸Traders fully price in a 25bps Fed rate hike by end of 2026 🔸The US Senate advances measure requiring congressional approval for continued military action against Iran 🔸Trump orders US regulators to integrate crypto into traditional finance and payments 🔸Rep. Begich introduces Bitcoin bill to codify its strategic importance in the US 🔸SEC delays plan to allow tokenized stock trading amid concerns and pushback 🔸Michael Saylor says Strategy bought bonds instead of Bitcoin this week 🔸Elon Musk’s SpaceX officially files for IPO under ticker $SPCX --- 📰News $BTC •Strategy acquired 24,869 BTC for $2.01B at an average price of $80,985 •Iran launches Bitcoin-backed insurance service for ships transiting the Strait of Hormuz •Minnesota Governor signs bill allowing banks and credit unions to offer Bitcoin custody services to customers •Trump’s Truth Social withdraws its Bitcoin ETF application with the SEC •SpaceX’s IPO filing reveals holdings of 18,712 BTC at an average cost of $35,000 •SEC approves options trading for the Nasdaq Bitcoin Index •Mark Cuban reveals he sold most of his BTC holdings $ETH •Bitmine bought 71,672 ETH last week, raising holdings to 5.28M ETH $SOL •Goldman Sachs sold all SOL and XRP ETF holdings and added a new HYPE-related $PURR position in Q1 Others •Japan’s FSA officially recognizes foreign-issued stablecoins as legal electronic payment methods starting June 1 •Tether files seven trademark applications in South Korea, including Tether Gold •Elon Musk loses OpenAI lawsuit over late filing •OpenAI cofounder Andrej Karpathy joins Anthropic •Samsung’s South Korean labor union postpones strike •South Korea considers scrapping its planned 22% crypto tax •@Polymarket says no user funds were affected after a compromised 6-year-old private key was discovered and replaced •@fantasy_top_ announces shutdown of operations --- 📖Good Reads •@chuk_xyz - Agentic Finance Is More Than AI That Can Pay •@ustyianskyi - weekly research notes #8 •@AvgJoesCrypto - State of Solana Q1 2026 •@mignano - The Biometric Web •@Bitwise - Hyperliquid Is What You Get When Crypto Is Allowed To Grow Up •@BarterDeFi - Fixed-rate Lending: The long road to predictable credit •@coingecko - 2026 Crypto Perps Report •@blocmates - Collectibles Market Pulse Check •@a16zcrypto - The latency cost of censorship resistance •@castle_labs - The Vaultification of Finance --- 💰Crypto Fundraising DeFi •@TownSquarexyz - 16.25m Pre-Series A AI •@AEON_Community - 8m Pre-Seed led by @yzilabs •@catena_labs - 30m Series A led by @a16zcrypto @acrewcapital •@ExaAILabs - 250m Series C led by @a16zcrypto Exchange •@variational_io - 50m Series A led by @dragonfly_xyz •@popdex_ - 30m Seed led by @ForesightVen •@temple_ny - $TBD Strategic investment from SBI Group Prediction Markets •@Kalshi - 200m Extended Series F •@K25dotai - 2m Pre-Series A led by NewGenIVF Group RWA •@jia_DeFi - 3m Extended Seed led by @cbventures Analytics Platform •@daokraft_ai - 3.4m Private Token Sale Payments •@UseLemfi - $TBD Extended Series B investment from @tether •@checkercorp - 8.1m Seed led by @GalaxyHQ @hiFramework @almadaventures •@cyclesmoney - 6.4m Seed led by Blockchange Ventures Wallet •@sortedwallet - 4.4m Seed led by @tether @GnosisVC •@FOUNDATIONdvcs - 6.4m led by @FulgurVentures GameFi •@tomoland_app - 2m led by @Sky9Capital 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…

We're live. x.com/i/broadcasts/1…

BNB Chain is becoming a leading ecosystem for RWA growth. Rising adoption, efficient on-chain execution, and growing support for tokenized assets are creating a solid foundation. That’s why FairShares is building on @BNBCHAIN.

Just a few days to go. Almost 400 people have already registered for OpenClaw Hack Toronto, and capacity is limited. If you want to build autonomous AI agents that can execute real economic tasks using @OpenClaw and the GOAT Network stack, then register today.

1/ Berachain's Proof of Liquidity is evolving. As crypto adapts to fit a more mature crowd of asset allocators, the Beras are making some changes. Here's everything you need to know about the new PoL 🧵

#OpenDigest | 22 May 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.👇

> PvP Agent Trading > A new token every 3 min > 41 / 100 agents competing live > Among them @the_smart_ape and @thatismyquant > 5k USDC in prizes split among the best agents > Join now alpha.creator.bid

Join us as we break down the security risks of AI Hosted by @jack_gk Featuring @fhenix @TheBlockValley @heurist_ai

Vote for DIP-10: Treatment of Remaining Asset in Borrow Lend is currently live.

Welcome to the 131th edition of Sharding Weekly! 2026/5/11 - 2026/5/17 Some Highlights: 🔸US April CPI and Core CPI both came in above expectations 🔸US PPI rose 6%, above expectations 🔸US appeals court pauses ruling blocking Trump’s 10% global tariff 🔸The U.S. Senate confirms Kevin Warsh as Federal Reserve Chair 🔸Trump says China’s Xi offered to help on Iran 🔸CME Group to launch Nasdaq CME Crypto Index futures on June 8 🔸Trump’s latest disclosure shows Q1 purchases of Coinbase, Strategy, and MARA 🔸Charles Schwab launches spot BTC and ETH trading via Schwab Crypto 🔸Italy’s biggest bank doubled its crypto exposure to $235M 🔸Japan’s SBI and Rakuten are preparing crypto investment trusts for BTC and ETH exposure 🔸Harvard Endowment exits Ethereum ETF, cuts IBIT stake by 43% 🔸Coinbase becomes the official USDC treasury deployer on Hyperliquid --- 📰News $BTC •Strategy bought 535 BTC for ~$43M at ~$80.3K per BTC •Crypto Wallet Exodus sold 1,076 BTC $ETH •BitMine bought another 26,659 ETH, bringing total holdings to 5.2M ETH •JPMorgan Chase to launch tokenized money market fund on Ethereum Others •Trump family made roughly $1.55B from World Liberty Financial token sales •UAE officially enables crypto payments for government fees •Bhutan’s Gelephu Mindfulness City launches fast-track licensing for regulated crypto firms •Ledger pauses US IPO plans due to unfavorable market conditions •Consensys delays potential IPO until fall •Aave updates rsETH recovery plan and restores WETH LTVs to pre-incident levels •TradeXYZ buys the $SPCX HIP-3 ticker for 500 HYPE ahead of a likely SpaceX pre-IPO perp launch --- 📖Good Reads •@yzilabs - Meet the EASY Residency Season 3 Cohort •@RaoulGMI - The AI Supercycle is Now Reorganising Macro Policy. Here is What Happens Next •@wgrieskamp - Verifying Move in the Age of AI •@mphrediction - HIP-4 vs. Polymarket - who will come out on top? •@FourPillarsFP - Stablecoin FX: Reshaping FX Infrastructure and Korea’s Point of Entry •@arjunkhemani - What Unifies the Enemies of Civilization? •@TheOneandOmsy - Is the Circle x Coinbase Relationship Starting to Fall Apart? •@Cbb0fe - How CBB Cartel & Friends Made +$40m on $XPL •@Crypto_Pranjal - From Zero to Polymarket: Beginner’s A-Z Guide •@blocmates - Next-Gen Neobanks To Keep an Eye On --- 💰Crypto Fundraising Blockchain •@arc - 222m Presale led by @a16zcrypto AI •@charmsai - 1.5m Pre-Seed •@JudgmentLabs - 32m led by @lightspeedvp •@the_nof1 - 15m led by @Karatage_ @officialSUIG •@OriginLabAI - 8m Seed led by @lightspeedvp DeFi •@OseroHQ - 13.5m Seed led by @SkyEcosystem and @Plasma RWA •@LADT_co - $TBD Strategic investment from @animocabrands Infrastructure •@antiersolutions - 3m led by @GvflLimited •@turnkeyhq - 12.5m Strategic Compliance •@elliptic - 120m Series D led by One Peak Payments •@stableyardfi - $TBD strategic investment from @movement_xyz •@StitchHQ - 25m Series A led by @a16zcrypto •@fasset - 51m Series B CeFi •@USBD_Stablecoin - 2m Pre-Seed led by @galaxyhq 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…

Sharing about Hermes using Sonzai memory at the @zocomputer function

BID Protocol Alpha - PvP Agent Trading Competition ▸ 100 agent slots (Claude / Codex) ▸ $10k per agent (paper trading) ▸ 180s per round on newly launched tokens ▸ $5k USDC in prize money split among the best agents ▸ Start: Week 21 Apply now at alpha.creator.bid

Capital should not have to choose between yield and utility. Galaxy, one of the largest publicly listed digital asset firms, now accepts OpenEden's USDO and cUSDO as margin collateral across its derivatives platform. For institutional clients of @galaxyhq, this means capital backing their derivatives positions is no longer idle. It earns US Treasury yield while remaining fully deployed within Galaxy's trading infrastructure, without operational friction or compromise on flexibility. Productive collateral is becoming the new standard.

Announcing Stage 4 of User Journey Season 2 Agent Growth Showcase is the final stage of the journey - and the last step before this season's GOAT Agentic Ambassador is selected. From 17th–26th May, share: • how your agent has grown through Season 2 • your best output, use case, or favorite moment with your agent • how easy @ClawUpAI made it to deploy and start using your agent • why your agent stands out in the GOAT ecosystem 💰 $350 total rewards Post your showcase on X, CMC, or Binance Square, then submit your: • Post link + screenshot • ClawUp username • EVM address Submit in Discord: discord.gg/goatnetworkoff… After making your submission, claim your Agentic role on Discord. Let the community see how far your agent has come 🤖

"One of the key advantages of Polymarket, is them having all their data onchain" With Bullpen you can build a skill to look at certain sports trends and execute a strategy based on this data, all within your terminal

our mission: make AI agents understand and work in crypto and finance. the Mission Continues, and Heurist is in. learn about Heurist in the @cityprotocolHQ Academy campaign.cityprotocol.co

FairShares is excited to partner with @SmartXTerminal, the smart trading terminal for prediction markets, to explore the next frontier of on-chain markets. As we continue building the financial layer for on-chain stocks and digital asset treasuries, we see prediction markets as a powerful extension of transparent, programmable finance. Together with SmartX, we’ll explore new ways to connect market intelligence, on-chain participation, and capital efficiency.

BERA coming to @OKCoinJapan 🇯🇵

Welcome to the 130th edition of Sharding Weekly! 2026/5/4 - 2026/5/10 Some Highlights: 🔸Donald Trump says the Iran war has a good chance of ending, with a deal possible before his China trip 🔸US and Iran may resume talks as early as next week in Islamabad 🔸Putin says the Ukraine conflict may be nearing an end 🔸White House official Patrick Witt says Bitcoin Strategic Reserve announcement could come within weeks 🔸Sen. Tim Scott says Congress is making real progress on crypto market structure legislation 🔸SEC Chair Paul Atkins urges Congress to pass the Clarity Act 🔸U.S. Senate Banking Committee to vote on crypto market structure bill on May 14 🔸U.S. trade court rules against Trump’s 10% global tariff 🔸a16z raises a $2.2B crypto fund targeting AI and TradFi integration --- 📰News $BTC •Strategy pauses weekly Bitcoin buys ahead of Q1 earnings •Michael Saylor suggests selling part of Bitcoin holdings to fund dividends •Sequans sells 1,025 BTC to repay debt and fund buybacks as revenue falls 24.8% •CME Group to launch Bitcoin volatility futures on June 1 $ETH •BlackRock to launch tokenized money market funds on Ethereum $SOL •Western Union launches USDPT stablecoin on Solana •Google Cloud and Solana Foundation launch pay-as-you-go system for AI agents Others •DTCC to start limited tokenized securities trading in July •Japan to tokenize government bonds on blockchain •@coinbase to lay off 14% of employees •Coinbase bought $88M worth of Bitcoin in Q1 2026, bringing holdings to 16,492 BTC •Coinbase says AI agents can now pay for AWS services with USDC via x402 •SEC proposes allowing companies to report earnings twice a year •Ondo, J.P. Morgan, Mastercard, and Ripple complete first cross-border tokenized Treasury redemption •BNY partners with Finstreet and ADI Foundation to offer regulated digital asset custody in Abu Dhabi’s ADGM •BlackRock, JPMorgan, and Morgan Stanley open dozens of new crypto-related roles •Solv Protocol to migrate $700M in tokenized Bitcoin infrastructure from LayerZero to Chainlink CCIP after KelpDAO exploit concerns •@DriftProtocol launches recovery plan for exploit victims and prepares exchange relaunch in Q2 2026 •@worldlibertyfi sues TRON founder Justin Sun for defamation --- 📖Good Reads •@TrustlessState - Building the ZEC Thesis in 2026 •@AvgJoesCrypto - Onchain gachas spend is on track to set a new ATH in May •@Donald_mvp - Summary of TCG projects on web3 •@RuneCrypto_ - SATO: bitcoin reimagined on ethereum. the full thesis •@eltoniselton - Non USD stablecoins market cap •@sytaylor - AI at the Checkout > AI is the Checkout •@tradinghoex - The Crime Pump Playbook •@raytar - OnlyFans + Claude Code = $43K in 30 days. No camera, no team. Just a 4-file system •@Baheet_ - Three broken parts of prediction markets and what Melee is actually fixing •@Cprinze__ - The biggest financial shift since the internet is already underway --- 💰Crypto Fundraising DeFi •@saturn_credit - 2m Seed led by @TheSpartanGroup AI •@ElasticsAI - 2m Pre-Seed led by @frst_vc RWA •@onrefinance - 5m Series A led by @rockaway_x and Forward Industries •@opentrade_io - 17m Strategic led by Notion Capital and @mercuryfund Exchange •@ExponentFinance - 5m Seed led by @multicoin •@stockcoinai - $TBD Seed led by @ambergroup_io 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…