Welcome to the 150th edition of Sharding Weekly! 2026/9/28 - 10/4 Some Highlights: 🔸Market expectations for an October rate hike fell to a new low of 17% 🔸SEC says more crypto regulatory proposals are coming 🔸US 30-year Treasury yield hits highest since 2002 🔸Senate Republicans introduce a crypto tax bill 🔸Congress considers expanding crypto rules to let banks and credit unions hold digital assets and issue stablecoins 🔸Trump to sign executive order renaming AI to “superintelligence.” 🔸Robinhood launches crypto and stock perpetual futures trading --- 📰News $BTC •Strategy acquired 1,665 BTC •Strive acquired 1,107 BTC $ETH •The Ethereum Foundation and the Open Anonymity Project launched zkAPI $SOL •@Backpack’s tokenized BlackRock stock $BLK is live on Solana via @Sunrise AI •Trump announces the formation of the Super Intelligence Force (SIF) •OpenAI introduces dots which are always-on GPT-6 Astra agents working across 4,000+ apps •OpenAI says it has paused training of its latest AI models as reports of AI agents going rogue mount •Anthropic is said to be targeting a mega-IPO before Thanksgiving •Anthropic launched Claude Sonnet 5.5 running over 30% faster than Sonnet 5 at up to 30% lower cost •Google launches Gemini 4 Argon Others •Citi teams up with Coinbase on stablecoin payments for institutions •Coinbase receives CFTC approval to launch its own US crypto derivatives clearinghouse •Coinbase teases mobile trading card packs backed by physical cards •$OUSD went live backed by BlackRock and BNY reserves with 200+ institutional partners behind Open Standard •Hyperliquid-based perpetuals exchange @papertrade_xyz sets an October 10 launch date •MetaMask reports a security incident with no immediate threat to wallets •NEAR Intents vulnerability patched with full compensation planned and ops back within the hour •SlowMist flagged a Safe module exploit on Aave v3 loops for roughly 114.09 ETH ($310K) •@blast is shutting down --- 📖Good Reads •@docXBT - Keys to winning in a bull market •@DefiIgnas - Tokens looking to bid •@StarPlatinum_ - 12 Buyback Tokens You Should WATCH •@that1618guy - The Bundle That Makes the Market •@0xRickyW - What Happens When Stocks Become Programmable? •@blocmates - How To Trade Prediction Markets Like Memecoins •@Decentralisedco - Robinhood’s Wealth Effect •@PanteraCapital - The State of Tokenization •@robbiepetersen_ - Blockchains create net new markets •@domdosu - Why Crypto Options Have Never Taken Off •@Grayscale - Investing for the Compute Bottleneck •@0xSigil - Own your AI, don’t let it own you --- 💰Crypto Fundraising Blockchain •@worldnetwork - 49m OTC Purchase Exchange •@perptools - 5m Seed RWA •@ripcarsio - 475K OTC Purchase Payments •@limitedgrouphq - 11.5m Extended Seed led by @thirdprimevc •@jeeves_inc - 110m Series C led by @coinfund •@walapay_io - 4.6m Seed led by @genventurecap DePIN •@grass - $TBD investment from @multicoin Brokerage •@defi_raven - $TBD Strategic 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 👇 xitter.cf/ShardingCapital/status…

Welcome to the 151th edition of Sharding Weekly! 2026/10/12 - 10/18 Some Highlights: 🔸US CPI came in at 3.7% YoY and core CPI at 2.6% YoY. Both ran slightly above estimates 🔸US PPI rose to 6.3% coming in above expectations 🔸MicroStrategy to be removed from MSCI indexes 🔸Brokerage giant Charles Schwab opens Bitcoin and Ethereum trading to 40 million clients 🔸Balaji’s Network School acquires Farcaster 🔸@blur_io is shutting down its website frontend on November 12 --- 📰News $BTC •Strategy bought 250 BTC and brought holdings to 848,250 BTC •Strive buys 3,311 BTC for $275M •UK court blocks Chinese fraud victims from reclaiming $5B in seized Bitcoin •Deutsche Bank to launch Bitcoin custody for its 28 million clients $ETH •Tom Lee’s BitMine buys 12,532 ETH worth $31M •Ethereum Foundation-linked wallets sent another 4,393 ETH to Kraken $SOL •Solana Foundation showcases its Shanghai office and skyline ads AI •X unifies Grok, Cursor, and X Premium into a five-tier X Subscription •Google launches its most powerful AI model Gemini 4 Argon •The first White House AI task force meeting on Thursday •Anthropic proposes AI safety law letting the government block dangerous models •Some Anthropic investors push to cut the IPO valuation from $2T to $1.5T •DeepSeek ships V4.1 Flash 1017 with better agentic coding and open MIT weights Others •Kraken to launch in the UAE after securing full regulatory approval •France considers a 31.4% tax on crypto-to-stablecoin conversions •Stripe and Plasma co-develop a new multi-currency card •Mastercard brings stablecoin payments to its global merchant network •Binance US seeks $100M at a $1B valuation with Trump’s World Liberty passing on the deal •Visa brings USDC payouts to Visa Direct across 180+ countries •@Lighter_xyz teases options season --- 📖Good Reads •@citrini - Breaking The Wall •@tiger_research_ - The Era of Industry: Q3 2026 Crypto Industry Investment Report •@tempst0 - Come for the Farm, Stay for the Casino @papertrade_xyz •@DWFLabs - Conference Notes: TOKEN2049 Singapore 2026 •@edward_yu_var - Four Rules for Shorting Without Blowing Up •@0xProfessorJo - Crypto’s Next Chapter: External Problems •@Decentralisedco - Crypto Compute Capital Markets Map •@_varunnair - What Robot Deployments are Actually Automating •@BlockworksAdv - The State of Crypto Inference Providers •@a16zcrypto - Fast post-quantum signature aggregation with lattice SNARKs •@JayaGup10 - From Inference to Execution: AI’s Next Economy --- 💰Crypto Fundraising DeFi •@SpoutFi - 2m Strategic AI •@datafdn - 30m Strategic investment from @SuiFoundation •@orbiodotso - 1.2m Seed •@AIsaOneHQ - $TBD investment from @tether Exchange •@multiliquid_xyz - 8m Seed led by @polychain Payments •@EFYFinance - $TBD Seed investment from @tether Brokerage •@FissionXYZ - 10m Series A led by @PanteraCapital 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 👇 xitter.cf/ShardingCapital/status…

Welcome to the 149th edition of Sharding Weekly! 2026/9/21 - 9/27 Some Highlights: 🔸Trump turned down a seven-day Iran ceasefire and reportedly expects strikes to resume post-midterms 🔸Fed proposes stablecoin issuer framework under the GENIUS Act 🔸SEC staff FAQs say liquid staking tokens are not securities and buybacks are not managerial efforts 🔸SEC Commissioner Peirce calls for zero-knowledge proofs to replace data-heavy KYC and AML practices 🔸President Xi Jinping calls for the US and China to work together on AI development 🔸Bitget confirms a hack with losses of approximately $350M and claims user funds are safe 🔸Bitget resumes withdrawals in phases from September 28 with BTC first and everything else by October 2 🔸Binance lists Hyperliquid ($HYPE) with Seed Tag 🔸New York sues Polymarket for running an illegal gambling operation 🔸Kalshi crypto trading volumes face wash trading allegations --- 📰News $BTC •Strategy added 950 BTC with holdings now at 846,000 •Strive added 1,355 BTC for $107.7M with holdings now at 26,355 •CME to launch Bitcoin Cash and Uniswap futures $ETH •BitMine bought 27,562 ETH last week $SOL •Forward Industries closes a $25M direct offering to buy SOL for its treasury AI •@spacexai launches Grok 4.7 for coding and knowledge work •Anthropic launches Claude Opus 5.5 at 40% lower cost •OpenAI brings GPT-6 Astra’s capabilities to faster cheaper models with Sol and Luna •AI data center spending outpaces canals railroads and the electrical grid combined in a historic US economic bet Others •US considers a plan to promote dollar-backed stablecoins worldwide •X adds live stock and crypto prices to the feed via cashtags •European Central Bank launches digital euro payments for tokenized interbank transactions •Coinbase opens IPO access to US retail users •Binance invests $100M in Circle equity •NYSE and Blockchain. com to explore selling tokenized versions of US-listed stocks •Canada’s six biggest banks launch a joint tokenized deposits project for 24/7 blockchain payments •UK’s largest banks complete their first interbank transactions using tokenized deposits •Ondo and BlackRock partner for tokenized “intelligent portfolios.” •CoinMarketCap acquires Coinglass for derivatives data •OpenSea launches a TCG marketplace aggregator for sports cards Pokémon and One Piece •A fake GIWA mainnet drained over 766 ETH --- 📖Good Reads •@VitalikButerin - The cryptographic world computer •@SpencerApplebau - DeFi 2.0 •@Evan_ss6 - The Ceiling Breaks: Six Calls for This Cycle •@CryptoHayes - Safety First •@RaoulGMI - Everything Will Be a Token •@BlackRock - The Machine-Native Economy •@Delphi_Digital - The Emerging Onchain Equity Market •@gregisenberg - AI-native services: a $100B opportunity •@KonstantinPilz - How much AI revenue comes from open vs closed models? •@0xNairolf - An explanation of @prlnet, in (very) simple terms. •@0xJeff - Beginners Guide to the Bull Cycle of 2026 •@ren_stocks - Forget The Robot. Buy The Gearboxes Inside It --- 💰Crypto Fundraising DeFi •@PonyGoWeb3 - 2m Strategic investment from @Blockin_VC •@infiniFi - 3m Seed led by @ElectricCapital Payments •@0xinfini - 6m Seed •@atumhq - 13.5m •@hifiHQ - 37m Series A led by @leftlanecap •@NGCASH_ - 15m Strategic led by @bcap Exchange •@Travix_fi - $TBD Seed investment from @ambergroup_io •@XStableRWA - $TBD •@catchback_cards - 8m Seed led by @FoundationCap Prediction Markets •@functionspaceHQ - 1.7m Pre-Seed led by @Maven11Capital and @blockwall_vc 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 👇 xitter.cf/ShardingCapital/status…

Welcome to the 148th edition of Sharding Weekly! 2026/9/14 - 9/20 Some Highlights: 🔸The Federal Reserve hikes interest rates by 25bps in its first rate hike since July 2023 🔸Fed expects one more rate hike this year 🔸Senate fails to advance the CLARITY Act in cloture vote 🔸SEC approves temporary exemption for limited onchain tokenized stock trading 🔸CFTC files new rulemaking to regulate crypto transactions and markets 🔸US House Committee advances Strategic Bitcoin Reserve bill --- 📰News $BTC •Strategy repurchased $139M of STRC $ETH •BitMine Immersion buys another 27,180 ETH AI •President Trump announces the creation of an “AI Force” and says AI could make up 25% of US GDP •Anthropic shifts planned IPO to November •Google’s Gemini AI agent hacks three companies •Apple launches Siri AI with personal context and Gemini integration Others •US House unveils new crypto tax bill •Deutsche Bank launches crypto custody for institutions •Kraken’s parent company Payward to offer Hyperliquid perpetual futures to US clients •Robinhood employees charged with commodities fraud for insider trading on Hyperliquid •@arc mainnet is live with USDC as native gas and sub-second finality •S&P Global to acquire OpenZeppelin •Saudi Arabia exits Chinese-led digital currency project built to cut dollar dependence •Binance launches 24/7 FX perpetual futures with up to 100x leverage •DOJ says millions in Iranian oil proceeds were laundered on Binance •US sanctions crypto exchange BitBank for supporting the Iranian government --- 📖Good Reads •@jack - open the frontier •@thedankoe - You need to be delusional if you want to succeed •@FourPillarsFP - Why Crypto Businesses All Look the Same Now •@ahnchrisj - The Next Insurance Giants •@Goldchau_eth - AI moves fast. Organizations move slow. •@reidhoffman - AI for All Americans •@RohOnChain - How to Use GPT-6 Astra to Build Complex Mathematical Trading Models •@jonah_b - The Copycat Trap: Crypto’s Lessons for AI •@citrini - Robotics Tipping Point: A Citrini Field Trip •@AmirOrmu - Arc tools list --- 💰Crypto Fundraising RWA •@USDai_Official - 40m investment from @k3_capital •@tZERO - $TBD •@deadstock_app - 2.5m Seed led by @Bullish •@FinloopHK - 10m Extended Series A •@tarecredit - 13.25m Seed led by @bcap •@tenkafinance - 2m Pre-Seed led by @Maven11Capital Payments •@velocityxyz_ - 10m Extended Series A •Fincоm - 20m Seed led by @expa •@dtcpay_official - 15m Extended Series A Analytics Platform •@KaikoData - 57m Extended Series B led by @SPGlobal 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 👇 xitter.cf/ShardingCapital/status…

Welcome to the 147th edition of Sharding Weekly! 2026/9/7 - 9/13 Some Highlights: 🔸US CPI 3.4% YoY and core CPI 2.4% YoY. Both in line 🔸US PPI ran hot at 5.4% YoY versus 5.3% expected but core PPI came in soft at 0.2% MoM 🔸Fed now projected to hike 25bps next week 🔸US 30-year yield tops 5.39% for the first time since 2004 🔸Coinbase says it has a “backup plan” if the CLARITY Act does not pass 🔸Hunter Biden’s $LAPTOP fell 99.11% within 90 minutes of launch --- 📰News $BTC •White hat drains 4,000 BTC worth $320M from Liquid Network $ETH •Ethereum to let users pay transaction fees with stablecoins instead of ETH in 2027 AI •Nvidia may invest up to $10B to anchor Anthropic’s IPO which could raise $100B at a $2T valuation •OpenAI CEO Sam Altman said the upcoming IPO is ill-timed and has been delayed until 2027 •Elon Musk backs Anthropic CEO Dario Amodei’s call for the AI industry to slow down development •Trump rejects tech industry calls to slow AI development •@cursor_ai launches Projects giving AI coding agents persistent memory and scheduled tasks •Kimi under scrutiny as US agencies allege Chinese AI firms copied American frontier models at scale Others •UK Lords back amendment forcing the government to draft a national crypto strategy •Canada’s banking regulator clears banks to launch blockchain deposit products in 2026 •Italy’s second-largest bank is exploring crypto custody brokerage and tokenized investments •@fourdotmemezh launched 4Stock on BNB Chain with each token backed 1:1 by the underlying stock •Robinhood strikes deal with Cryptocom in latest prediction markets push •Germany to end tax-free crypto gains with a 25% flat tax from 2028 •MetaMask splits from Consensys to operate as an independent company •Nasdaq is investing $100M in Kraken parent Payward at a $21B valuation •@Pumpfun adds stock pairs to its platform •Multi-factor authentication is now live for all @fomo users --- 📖Good Reads •@BinanceResearch - When Stocks Become On-Chain Assets •@JW100x - Meme leaders are emerging in Robinhood stock tokens •@blocmates - 5 Onchain Experiments Bringing Crypto Back to Life •@DarioAmodei - We Must Pace the Frontier •@hilbertspaess - Anthropic researcher quits over AI safety concerns •@apexin_ai - What Happens When AI Starts Improving AI? •@gpugene - Let’s Talk About Buying Compute •@Bankless - Fearing Frontier Labs, Longing Inference Markets •@Evan_ss6 - Have Fun Staying Poor •@jinglingcookies - cash-settled or physically-settled compute futures? •@castle_labs - The Evolution of RWA Trading Onchain: Variational Swaps •@redphone - Welcome to Hotel F*cking California, TradFi --- 💰Crypto Fundraising Payments •@somosplenti - 3m Seed led by @tether •@rtp - 35m Series A led by @oakhcft Exchange •@Antarctic_Ex - 7m Seed GameFi •@RealGoOfficial - 6m Strategic DePIN •@TINA_GeoDePIN - 3m 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 👇 xitter.cf/ShardingCapital/status…