Shualpha
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Weekly news dump for your toilet reads.
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Raises:

GG Story of the Year 2025: Crypto Gaming Collapses as Funding Dries Up
https://decrypt.co/350319/gg-story-year-2025-crypto-gaming-collapses

Family offices on tenterhooks over crypto investments in 2026 after $19bn market wipeout
https://www.dlnews.com/articles/markets/family-offices-on-tenterhooks-over-crypto-investments-in-2026/

Korean internet giant Naver moves closer to merger with crypto exchange heavyweight Upbit
https://www.dlnews.com/articles/markets/korean-internet-giant-naver-close-to-upbit-crypto-exchange-merger/

Axelar token investors cry foul as Circle’s Interop Labs acquisition cuts them out
https://www.dlnews.com/articles/defi/axelar-investors-cry-foul-as-circle-interop-labs-acquisition-cuts-out-axl-token/

South Korean financial group Mirae Asset eyes crypto exchange Korbit acquisition: report
https://www.coindesk.com/business/2025/12/29/south-korean-financial-group-mirae-asset-eyes-crypto-exchange-korbit-acquisition-report

easy.fun Closes $2M Seed Round Led by Mirana Ventures to Scale On-Chain Trading Competitions
https://www.coindesk.com/press-release/2025/12/23/easy-fun-closes-usd2m-seed-round-led-by-mirana-ventures-to-scale-on-chain-trading-competitions

DAWN, a decentralized wireless internet provider built on Solana, has raised $13M in Series B funding, led by
Polychain
https://x.com/dawninternet/status/2001676936599273781

Fuse Energy, a decentralized renewable energy network that supports distributed energy installation, raises $70.0 million in Series B
https://www.binance.com/en/square/post/12-18-2025-fuse-energy-secures-70-million-in-series-b-funding-33879987701929

Kodiak Finance, Berachain's Native Liquidity Hub raises $2.9 million in Series A
https://x.com/KodiakFi/status/2001736098863567317

TopStrike, a Web3 gaming and esports platform for skill-based games and tournaments with on-chain rewards, has raised undisclosed amount in a public sale
https://x.com/TopStrikeIO/status/2001663212400325054

ETHGAS, a marketplace for trading Ethereum blockspace commitments and base fee exposure, raised a $12M seed round led by Polychain
https://x.com/ETHGasOfficial/status/2001278990636781748

SocialGood, a Web3 rewards platform that lets users earn cryptocurrency from online shopping, raises a total of ¥880 million in Series B funding (total of ¥2.4 billion)
https://x.com/SocialGood_Inc/status/2001208914348552460

DeepBook AI, a crypto browser that combines AI-powered discovery with native on-chain and DeFi browsing, raised $2,000,000 from Castrum Istanbul, BD Ventures, Alpha Capital, and BlockPulse Digital Asset Management
https://x.com/deepbook_ai/status/2001200018259353758

EquiLend strategically invests in the crypto financing platform Digital Prime Technologies
https://www.chaincatcher.com/en/article/2230477

Football.fun, a Base chain fantasy soccer protocol, $FUN token ICO raises $4.5 million
https://x.com/footballdotfun/status/2001372836641063136

Polygon Labs Makes Strategic Investment in Boys Club to Advance Cultural Crypto Storytelling
https://x.com/0xPolygon/status/2001291385006367031

Haven, a compliant Web3 platform that brings real-world fixed-income assets, raised a Seed Round at a $30M valuation from Candaq, Apus Capital, ZC Capital, and BlockPulse Digital Asset Management
https://x.com/haven_rwa/status/2004116036107550727

octra, a blockchain network focused on Fully Homomorphic Encryption (FHE), is launching an ICO to sell 10% of the OCT supply at $0.20 per coin ($20M allocation) via Sonar, following $8M in previous funding from investors including Finality Capital, BigBrainVC, Karatage, Presto Labs, and Builder Capital
https://x.com/octra/status/1998452993071657333

HodlHer, an AI-powered Web3 assistant for crypto users, raised a $1.5M strategic round from Chain Capital, Bitrise Capital, and CGV
https://x.com/hodlherai/status/2004065904532115459
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Raises (Cont'd):

Rocket, a prediction market protocol on MegaETH, raised $1.5M led by Electric Capital, with participation from Bodhi Ventures, Tangent, and Amber Group
https://x.com/userocket_app/status/2003481579738345924

easy.fun, an on-chain trading platform built on Hyperliquid, closes $2M Seed Round Led by Mirana Ventures to Scale On-Chain Trading Competitions
https://www.coindesk.com/press-release/2025/12/23/easy-fun-closes-usd2m-seed-round-led-by-mirana-ventures-to-scale-on-chain-trading-competitions

Architect, a fintech firm providing high-throughput, low-latency trading infrastructure for traditional and tokenized assets, raises $35M in Series A Round to Scale Perpetual Futures Exchange AX
https://www.prnewswire.com/news-releases/architect-financial-technologies-raises-35m-in-series-a-round-to-scale-perpetual-futures-exchange-ax-302648493.html

Otomato Web3 Automation Protocol Secures USD2m Strategic Investment from Top 20 UK Deep-Tech Venture Builder
https://lesechos-comfi.lesechos.fr/press-release/coinsilium-group-limited-etr-coinsilium-group-limited-portfolio-company-update-otomato-web3-automation-protocol-secures-usd2m-strategic-investment-from-top-20-uk-deep-tech-venture-builder-S6bAkPyflvV

Coinbax, a stablecoin payments and settlement infrastructure for banks, fintechs, and enterprises, raises $4.2M to Bring Institutional Controls to Stablecoin Payments
https://www.globenewswire.com/news-release/2025/12/22/3209148/0/en/Coinbax-Raises-4-2M-to-Bring-Institutional-Controls-to-Stablecoin-Payments.html

Gensyn Foundation, a layer-1 protocol for decentralized machine learning compute that rewards participants for providing processing power, raised $16.14M from 7,412 participants in its $AI token sale at a $473M closing FDV
https://x.com/gensynfnd/status/2002407504752345391

RedotPay raises $107 million Series B to expand stablecoin payments platform
https://www.theblock.co/post/382729/redotpay-series-b-stablecoin-payments

Solana's Worm.wtf Secures $4.5 Million in Pre-Seed Funding
https://x.com/wormdotwtf/status/2000989303217000918

Tether Leads $8M Strategic Investment in Speed to Advance Lightning-Native, Stablecoin-Powered Payments
https://x.com/speedwallet/status/2000916997597708667

Harbor, a high-performance decentralized exchange infrastructure designed for native assets across chains, raised a $4.2M seed round led by Susquehanna Crypto and Triton Capital, with participation from Selini, Auros, Hermeneutic, Kronos Research, Figment Capital, and Karatage
https://x.com/ovedm606/status/2001028474644177160

Olea, a digital trade finance platform, Olea has raised $30M Series A led by BBVA
https://x.com/OleaTrade/status/2000828588518728135

Strata, a perpetual risk-tranching protocol, raised a $3 million seed round, led by Maven 11
https://x.com/strata_fi/status/2000959145432973469
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Additional Reads:

Crypto market-making latency and Amazon EC2 shared placement groups
https://aws.amazon.com/blogs/industries/crypto-market-making-latency-and-amazon-ec2-shared-placement-groups/

Crypto Card Moats
https://polaris.fund/articles/crypto-card-moats

A Unified Framework and Comparative Study of Decentralized Finance Derivatives Protocols
https://arxiv.org/pdf/2512.19113

The 2026 Gameplan by @0xkyle
https://0xkyle.substack.com/p/the-2026-gameplan

Fisher8 Capital 2025-In-Review
https://fisher8.capital/insights/fisher8-capital-2025-in-review

2025 The Year Narratives Moved Too Fast
https://reports.tiger-research.com/p/2025-recap-eng

Crypto Exodus: 160 Trillion Won Leaves Korea
https://www.coingecko.com/learn/crypto-exodus-160-trillion-won-leaves-korea

The Wall Street L1: How Canton Network is Bringing Trillions Onchain
https://x.com/resdegen/status/2007121327140884707

2026 Open Inquiries
https://fakepixels.substack.com/p/2026-open-inquiries

Recapping Physical AI 2025 by @snubeaver
https://x.com/snubeaver/status/2006380380254056686

Prediction market for all the things is mostly sports, but they don’t talk about that
https://flowingdata.com/2025/12/30/prediction-market-for-all-the-things-is-mostly-sports-but-they-dont-talk-about-that/

The thesis: Lighter
https://0xjermo.substack.com/p/the-thesis-lighter

Decentralized Social- part 1 - on what not to do
https://blog.kualta.dev/deso-part-1

2025 was the biggest year ever for crypto options
https://x.com/nicolas4vx/status/2007032391009796272

Institutional Backing and Crypto Volatility: A Hybrid Framework for DeFi Stabilization
https://arxiv.org/pdf/2512.19251

This is the Way the World Ends
https://petermccormack.substack.com/p/this-is-the-way-the-world-ends

25 Stats Explaining How LayerZero Accelerated Crypto in 2025
https://layerzero.network/blog/25-stats-explaining-how-crypto-accelerated-in-2025

Two Kites Dancing In A Hurricane
https://0xsmac.substack.com/p/two-kites-dancing-in-a-hurricane

Trillion-Dollar Salvage: a Bitcoin story
https://murmurationstwo.substack.com/p/trillion-dollar-salvage
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Have a lovely weekend. Enjoy the reads.
Until next time. ☕️

P.S.
1. Removed the following sections: NFTs, Podcasts
2. Going forward the following sections will probably make a comeback: Alpha, Tools, Resources, AI/LLMs/Robotics.
3. For any other feedback, feel free to reach out.
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This week in crypto: January 3rd, 2026 — January 9th, 2026

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⚠️IMPORTANT⚠️
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News/Updates:

Trump rules out Sam Bankman-Fried pardon in NYT interview
https://cointelegraph.com/news/donald-trump-no-pardon-sam-bankman-fried

Pumpfun overhauls creator fees as token launches hit highest daily count since September
https://www.theblock.co/post/384975/pump-fun-overhauls-creator-fees-token-launches-highest-daily-september

Ripple again rules out IPO, saying balance sheet gives it room to stay private
https://www.coindesk.com/markets/2026/01/07/ripple-again-rules-out-ipo-says-balance-sheet-gives-it-room-to-stay-private

Optimism proposes OP token buybacks using 50% of superchain revenue
https://www.coindesk.com/business/2026/01/08/optimism-proposes-op-token-buybacks-using-50-of-superchain-revenue

TermMax Advances Institutional DeFi Use with Tokenized Stock Financing Integration
https://decrypt.co/353579/termmax-advances-institutional-defi-use-with-tokenized-stock-financing-integration

BNY Debuts Tokenized Deposits for Institutions and 'Digital Natives'
https://decrypt.co/354136/bny-debuts-tokenized-deposits-institutions-digital-natives

Trump-linked World Liberty Financial-connected firm applies for federal bank charter
https://www.coindesk.com/policy/2026/01/07/trump-linked-world-liberty-financial-applies-for-federal-bank-charter

Ethereum Treasury Firm SharpLink Stakes $170 Million of ETH on Linea
https://decrypt.co/354058/ethereum-treasury-firm-sharplink-gaming-stakes-170-million-eth-linea

Jupiter rolls out native JupUSD stablecoin backed 90% by BlackRock and Ethena's USDtb
https://www.theblock.co/post/384366/jupiter-rolls-out-native-jupusd-stablecoin-backed-90-by-blackrock-and-ethenas-usdtb

XRP ETFs see $40M of outflows after eight-week run of inflows
https://www.coindesk.com/markets/2026/01/08/xrp-etfs-finally-see-outflows-after-record-run-that-beat-bitcoin-and-ether-inflows

NFT Paris & RWA Paris 2026 are cancelled
https://x.com/nft_paris/status/2008162329397961069

Announcing the establishment of the Based Foundation
https://x.com/BasedFnd/status/2007429399130570775

A ruble stablecoin outpaced market leaders last year despite international sanctions
https://www.coindesk.com/markets/2026/01/09/a-ruble-stablecoin-outpaced-market-leaders-last-year-despite-international-sanctions

Binance expands into precious metals with gold, silver futures settled in USDT
https://cointelegraph.com/news/binance-gold-silver-perps-usdt-tradfi-settlement-layer

YouTube Rival Rumble Debuts Bitcoin, Tether Wallet for Crypto Creator Tips
https://decrypt.co/353852/youtube-rival-rumble-debuts-bitcoin-tether-wallet-crypto-creator-tips

Tether Gold is introducing Scudo, a new unit of account for Gold Ounce (1/1000)
https://x.com/tethergold/status/2008539498850795551

Truebit token crashes 99.9% after hacker drains $26.6 million in ether
https://www.coindesk.com/markets/2026/01/09/truebit-token-tru-crashes-99-9-after-usd26-6m-exploit-drains-8-535-eth
https://x.com/pashov/status/2009334293798244626

Ledger reveals payments partner leaked customer names, contact information in new data breach
https://www.dlnews.com/articles/web3/ledger-payments-partner-global-e-leaks-customer-data/
The Protocol: Ledger customer data breached from Global-e platform
https://www.coindesk.com/tech/2026/01/07/the-protocol-ledger-customer-data-breached-from-global-e-platform

Flow details December exploit that led to $3.9M in losses due to counterfeit tokens
https://cointelegraph.com/news/flow-details-december-exploit-3-9m-counterfeit-token-losses
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News/Updates (Cont'd):

Ethereum Raises Data Capacity in Latest Scaling Tweak
https://decrypt.co/353816/ethereum-lifts-data-limits-tunes-network-scaling

Nike offloads RTFKT months after investor lawsuit: Report
https://cointelegraph.com/news/nike-quietly-sells-rtfkt-nft-exit

IBM’s crypto partner Dfns integrates Concordium for Web3 compliance
https://cointelegraph.com/news/ibm-partner-dfns-concordium-identity-verified-web3-wallet

Bithumb denies working with lawmaker to target rival Upbit
https://www.dlnews.com/articles/markets/bithumb-worked-with-lawmaker-to-undermine-rival-upbit-report/

Vulnerability found in Babylon staking code could slow block production
https://cointelegraph.com/news/babylon-code-vulnerability-block-production

Conor McGregor calls out Khabib over NFTs, gets shut down by ZachXBT
https://cointelegraph.com/news/conor-mcgregor-khabib-nft-shut-down-zachxbt

After bitter vote, Aave founder pitches bigger future for DeFi lending giant
https://cointelegraph.com/news/aave-founder-strategy-after-governance-vote

Bitmine Immersion Technologies (BMNR) Announces ETH Holdings Reach 4.144 Million Tokens, and Total Crypto and Total Cash Holdings of $14.2 Billion
https://www.prnewswire.com/news-releases/bitmine-immersion-technologies-bmnr-announces-eth-holdings-reach-4-144-million-tokens-and-total-crypto-and-total-cash-holdings-of-14-2-billion-302652341.html
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AI:

AI giant Anthropic raising $10B at $350B valuation: Report
https://cointelegraph.com/news/ai-giant-anthropic-raising-10b-at-350b-valuation-report

Musk's xAI Raises $20 Billion With Backing From Nvidia and Cisco
https://decrypt.co/353814/musks-xai-20-billion-backing-nvidia-cisco

Nvidia Details New A.I. Chips and Autonomous Car Project With Mercedes
https://www.nytimes.com/2026/01/05/technology/nvidia-chips-mercedes.html

Elon Musk: Nvidia’s Self-Driving Tech Is Still Years From Challenging Tesla
https://decrypt.co/353909/elon-musk-nvidias-self-driving-tech-still-years-challenging-tesla

Introducing NousCoder-14b, a competitive olympiad programming model
https://x.com/i/status/2008624474237923495

Grok is undressing anyone, including minors
https://www.theverge.com/news/853191/grok-explicit-bikini-pictures-minors
France to investigate deepfakes of women stripped naked by Grok
https://www.politico.eu/article/france-lawmaker-investigate-deepfakes-women-stripped-naked-grok-x/
X blames users for Grok-generated CSAM; no fixes announced
https://arstechnica.com/tech-policy/2026/01/x-blames-users-for-grok-generated-csam-no-fixes-announced/
India orders Musk’s X to fix Grok over ‘obscene’ AI content
https://techcrunch.com/2026/01/02/india-orders-musks-x-to-fix-grok-over-obscene-ai-content/

New York governor Kathy Hochul signs RAISE Act to regulate AI safety
https://techcrunch.com/2025/12/20/new-york-governor-kathy-hochul-signs-raise-act-to-regulate-ai-safety/

Amazon’s AI assistant comes to the web with Alexa.com
https://techcrunch.com/2026/01/05/alexa-without-an-echo-amazons-ai-chatbot-comes-to-the-web-and-a-revamped-alexa-app/

Nvidia launches Alpamayo, open AI models that allow autonomous vehicles to ‘think like a human’
https://techcrunch.com/2026/01/05/nvidia-launches-alpamayo-open-ai-models-that-allow-autonomous-vehicles-to-think-like-a-human/

Nvidia launches Vera Rubin AI computing platform at CES 2026
https://www.theverge.com/tech/855412/nvidia-launches-vera-rubin-ai-computing-platform-at-ces-2026

Z.AI launches GLM-4.7, new SOTA open-source model for coding
https://www.testingcatalog.com/z-ai-launches-glm-4-7-new-sota-open-source-model-for-coding/

Google, Character.AI Agree to Settle US Lawsuit Over Teen’s Suicide
https://decrypt.co/353927/google-character-ai-settle-us-lawsuit-teens-suicide

MiniMax Releases M2.1: An Enhanced M2 Version with Features like Multi-Coding Language Support, API Integration, and Improved Tools for Structured Coding
https://www.marktechpost.com/2025/12/25/minimax-releases-m2-1-an-enhanced-m2-version-with-features-like-multi-coding-language-support-api-integration-and-improved-tools-for-structured-coding/

Hyundai and Boston Dynamics unveil humanoid robot Atlas at CES
https://apnews.com/article/ces-humanoid-robots-atlas-hyundai-boston-dynamics-8de7b2470c23f5f22441ad1ad7555136

LG says its CLOiD home robot will be folding laundry and making breakfast at CES
https://www.theverge.com/tech/854082/lg-cloid-home-robot-fold-laundry-ces

Meta Buys AI Startup Manus, Adding Millions of Paying Users
https://www.wsj.com/tech/ai/meta-buys-ai-startup-manus-adding-millions-of-paying-users-f1dc7ef8
Meta’s $2.5B Manus deal is historic for Asia, but it isn’t Singapore’s win
https://www.asiatechreview.com/p/metas-25b-manus-deal-is-historic
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AI (Cont'd):

OpenAI bets big on audio as Silicon Valley declares war on screens
https://techcrunch.com/2026/01/01/openai-bets-big-on-audio-as-silicon-valley-declares-war-on-screens/

Claude Code is changing how The Browser Company hires and works
https://x.com/joshm/status/2009705767490990418

Uber reveals the design of its robotaxi at CES 2026
https://www.engadget.com/transportation/uber-reveals-the-design-of-its-robotaxi-at-ces-2026-230056302.html

AI godfather says Meta’s new 29-year-old AI boss is ‘inexperienced’ and warns of staff exodus
https://www.cnbc.com/2026/01/05/ai-godfather-calls-meta-ai-boss-alexander-wang-inexperienced-.html

Yann LeCun calls Alexandr Wang ‘inexperienced’ and predicts more Meta AI employee departures
https://www.aol.com/articles/yann-lecun-calls-alexandr-wang-182614948.html

John Carreyrou and other authors bring new lawsuit against six major AI companies
https://techcrunch.com/2025/12/23/john-carreyrou-and-other-authors-bring-new-lawsuit-against-six-major-ai-companies/

Sam Altman is hiring someone to worry about the dangers of AI
https://www.theverge.com/news/850537/sam-altman-openai-head-of-preparedness

Murder-suicide case shows OpenAI selectively hides data after users die
https://arstechnica.com/tech-policy/2025/12/openai-refuses-to-say-where-chatgpt-logs-go-when-users-die/
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Regulation and Legal:

Crypto pig butchering kingpin who lost $15bn in Bitcoin to US gov. arrested in Cambodia
https://www.dlnews.com/articles/people-culture/prince-group-chen-zhi-arrested-in-cambodia-after-doj-seizes-bitcoin/

Senate Agriculture Committee to follow Banking panel in crypto vote next week: report
https://www.coindesk.com/policy/2026/01/07/senate-agriculture-committee-to-follow-banking-panel-in-crypto-vote-next-week-report

Prosecutors appeal acquittal of Mango Markets exploiter Avraham Eisenberg
https://www.dlnews.com/articles/defi/prosecutors-appeal-acquittal-of-mango-markets-exploiter/

India tax authorities warn crypto undermines tax enforcement
https://cointelegraph.com/news/india-crypto-risks-taxes-regulatory-uncertainty

South Korea to flip bitcoin ETF stance as part of broader crypto push
https://www.coindesk.com/policy/2026/01/09/south-korea-to-flip-bitcoin-etf-stance-as-part-of-broader-crypto-push

CFTC issues no-action letter to Bitnomial, clearing way for event contracts
https://cointelegraph.com/news/cftc-issues-no-action-letter-to-bitnomial-clearing-way-for-event-contracts

Prediction markets? Not for politicians, says US congressman
https://www.dlnews.com/articles/regulation/congress-bill-to-ban-government-officials-using-polymarket/

Wyoming rolls out state-backed FRNT stablecoin to the public
https://cointelegraph.com/news/wyoming-stablecoin-frnt-goes-live-to-public

DeFi, ethics disputes remain in Senate crypto bill ahead of Jan. 15 vote
https://www.coindesk.com/policy/2026/01/06/defi-ethics-disputes-remain-in-senate-crypto-bill-ahead-of-jan-15-vote
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Raises:

River Announces Strategic Investment from Maelstrom Fund, Founded by Arthur Hayes
https://decrypt.co/353605/river-announces-strategic-investment-from-maelstrom-fund-founded-by-arthur-hayes

Barclays Invests in US Stablecoin Startup Ubyx
https://decrypt.co/353838/barclays-invests-in-us-stablecoin-start-up-ubyx

Babylon Project, a Bitcoin staking infrastructure project, raises $15 led by a16z
https://x.com/babylonlabs_io/status/2008889587813494908

HabitTrade, a trading platform that provides access to U.S. and Hong Kong stocks, ETFs, options, and cryptocurrencies in a single interface, raises $10.0 million in Series A
https://x.com/HabitTrade/status/2008511993880473937

ZenChain, an EVM-compatible Bitcoin Layer 1 blockchain, raises $8.5 million in round led by Watermelon Capital, DWF Labs, and Genesis Capital
https://x.com/zen_chain/status/2008488045029548410

Boings.ai Raises $30M Seed Round to Power the "Super Individual" Economy on BNB Chain
https://www.theblock.co/press-releases/384323/boings-ai-raises-30m-seed-round-to-power-the-super-individual-economy-on-bnb-chain
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Additional Reads:

Beau Studied Hundreds of Crypto Kidnappings and Robberies, Here's How to Stay Safe
https://x.com/i/status/1995487124544491784

Pendle: One Venue, All of Fixed Income
https://www.falconx.io/newsroom/pendle-one-venue-all-of-fixed-income

The Fair Launch Handbook
https://fairlaunch.org/

Survival of the fittest code
https://x.com/hardmaru/status/2009294780594065555

2025: The year in LLMs
https://simonwillison.net/2025/Dec/31/the-year-in-llms/

AI Slop Report: The Global Rise of Low-Quality AI Videos
https://www.kapwing.com/blog/ai-slop-report-the-global-rise-of-low-quality-ai-videos/

Recursive Language Models
https://arxiv.org/html/2512.24601v1

Dynamic Large Concept Models: Latent Reasoning in an Adaptive Semantic Space
https://arxiv.org/abs/2512.24617

Decoupling the “What” and “Where” With Polar Coordinate Positional Embeddings
https://arxiv.org/abs/2509.10534

Nested Learning: The Illusion of Deep Learning Architectures
https://arxiv.org/abs/2512.24695

Deep Delta Learning
https://arxiv.org/abs/2601.00417

Introduction to Orderbook Heatmaps
https://kiyotaka.ai/academy/guide/introduction-to-orderbook-heatmaps-mioq7yj4e2xhl1

Self-driving cars: social robots that save lives
https://www.a16z.news/p/self-driving-cars-social-robots-that

"AI Inclusion" Is the New "Index Inclusion"
https://dgt10011.substack.com/p/ai-inclusion-is-the-new-index-inclusion

where good ideas come from (for coding agents)
https://sunilpai.dev/posts/seven-ways/

Flirting with Models: Annanay Kapila – Perpetual Futures Everywhere and All the Time
https://www.flirtingwithmodels.com/episodes/uWwJ61GRM54

The AI revolution is here. Will the economy survive the transition?
https://post.substack.com/p/the-ai-revolution-is-here-will-the

Despite a total collapse in public user questions, Stack Overflow doubled its revenue to $115M by licensing its data to AI labs and launching a GenAI enterprise tool
https://x.com/i/status/2009297883246547072

Wintermute Ventures 2025 dealflow review
https://x.com/i/status/2009238889496523083

The Burnwick-led Pumpfun lawsuit is fucking stupid (by yours truly)
https://x.com/0xShual/status/2009399855089676336

Aave v4: A Design Framework for Pooled and Isolated Bluechip Collateral Markets
https://x.com/chaoslabs/status/2009301110477979749

Delphi x Polymarket: Where Intel Meets Liquidity
https://x.com/Delphi_Digital/status/2009278958169149711

GeeGee's first proper long-form tweet re 2026
https://x.com/0xGeeGee/status/2009226471789773267

Pair Trading Altcoins: A Statistical Arbitrage Framework
https://x.com/i/status/2009141835604861297

An existential moment for Solana
https://x.com/DrNickA/status/2008628593660678295

The unspoken pain points about accepting payments in stables as a merchant
https://x.com/i/status/2008939636610224429

The Electric Slide
https://www.notboring.co/p/the-electric-slide

The CoinAlg Bind: Profitability-Fairness Tradeoffs in Collective Investment Algorithms (or "Do AI trading agents actually make money?")
https://x.com/0xfishylosopher/status/2008664154576744612

Stablecoins Are a Rail, Not a Brand
https://x.com/artemis/status/2008598121635610633

Dan Wang's 2025 letter
https://danwang.co/2025-letter/

Complete trading stack for prediction markets including visualization and orderbooks
https://x.com/kiyotaka_ai/status/2008511799126298798

The China Tech Canon
https://asteriskmag.com/issues/12-books/the-china-tech-canon

𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝗶𝗻𝗴 𝘁𝗵𝗲 𝗜𝗕𝗥𝗟 𝗘𝘅𝗽𝗹𝗼𝗿𝗲𝗿
https://x.com/jito_sol/status/2008239586900636142

The Gnomes of Tbilisi
https://gnomesoftbilisi.com/

Getting Started in Cryptocurrency and Web3: A Practical Guide
https://x.com/officer_secret/status/2008788136424271992?s=46

Mini Hyperliquid 2025 summary
https://x.com/HyperliquidX/status/2008458928288657426

Privacy and The Cypherpunk Revival
https://x.com/DeFiDave22/status/2007884862741766583

"here's what I've learned about LLM compression"
https://x.com/0xSero/status/2008122142613721242

the simplest way to start "vibe coding" with no experience
https://x.com/resdegen/status/2008277182238343636
🔥1
Additional Reads (Cont'd):

Token buybacks:
https://x.com/amirhaleem/status/2007203633532989883
https://x.com/sssionggg/status/2007275334551646302
https://x.com/fejau_inc/status/2008302312402686110
https://x.com/0xGeeGee/status/2008170363314708490
https://x.com/MonetSupply/status/2007501074958299250
https://x.com/0xSoju/status/2007706234477261025
https://x.com/sssionggg/status/2007486294742700405
https://x.com/ceterispar1bus/status/2007460006552023286
https://x.com/Fiskantes/status/2007475164171088362
https://x.com/choffstein/status/2007441889998340218
https://x.com/gametheorizing/status/2007414762766741604

Ray Dalio - 2025
https://x.com/RayDalio/status/2008191202751893770

The State of Crypto Cards and What Comes Next
https://x.com/ahboyash/status/2008162058748268760

Simplifying WOO tokenomics and eliminating overhang (including burning 300m $WOO) have passed
https://snapshot.box/#/s:woofi%F0%9F%92%99woo.eth/proposal/0xa056cb4cd7fc3fa0fbf19a9577df93d63cb3c792e5b0b35afcb2ef88e1ad8c30

Bluntz's one piece portfolio 3x over the last few months
https://x.com/Bluntz_Capital/status/2007616171135430672

ZEC Is Not Money - My Journey into Crypto and the Quest for Sovereignty
https://x.com/PineAnalytics/status/2007142521487405158

The governance proposal to use a portion of the unlocked treasury to incentivize USD1 adoption has passed with 77.75% of the vote in favor
https://x.com/worldlibertyfi/status/2007804911283494915

Are rates of physical violence against crypto users increasing?
https://x.com/hosseeb/status/2007759365432803803

Aerodrome and Uniswap butting heads about revenue comparisons
https://x.com/wagmiAlexander/status/2007111308324528182
https://x.com/haydenzadams/status/2007206627061952773
https://x.com/samkazemian/status/2007259438135337237
https://x.com/DromesLaw/status/2007275442361799014

The Wall Street L1: How Canton Network is Bringing Trillions Onchain
https://x.com/resdegen/status/2007121327140884707

Why Are We Here? Why Did We Raise $15B?
https://x.com/a16z/status/2009614226617233440

AI as Operational Infra for Risk-Aware Execution
https://x.com/chaoslabs/status/2009705038802034769

Introducing Timeline, a new way to see the why behind price movements, not just the how
https://x.com/kiyotaka_ai/status/2009599354152341867
🔥7
Have a lovely weekend. Enjoy the reads.
Until next time. ☕️
25
This week in crypto: January 10th, 2026 — January 16th, 2026

Shualpha will always be free, operating as a public good.
If you find value in it and want to show support, it would be much appreciated. ❤️ 0xACc19CA64b9E750E3197FA911fdf0E26D3D8E4B2

My links:
- Use my omni.variational.io referral code: OMNISHUAL
- Use my elfa.ai referral code for exclusive access and free credits: https://app.elfa.ai/register?referralCode=bsCtSArOW
- Use my hyena.trade referral code: app.hyena.trade/ref/shualpha
- Use my kiyotaka referral code (free, and trust me, the highest quality charting tool in crypto): https://kiyotaka.ai/ref=sHId0xdD4O

⚠️IMPORTANT⚠️
If you're hacked, drained, found a smart contract vulnerability or just need to contact a team of trusted security professionals, use https://t.me/seal_911_bot.
❤‍🔥2
News/Updates:

US housebuilder to launch crypto rewards after SEC ‘no-action’ letter
https://cointelegraph.com/news/megatel-homes-megprime-housing-crypto-rewards-sec

Polygon trims workforce amid $250M stablecoin payments pivot
https://cointelegraph.com/news/polygon-labs-layoffs-payments-first-stablecoin-strategy

Bitcoin miner CleanSpark broadens AI, HPC footprint with Texas acquisition
https://cointelegraph.com/news/cleanspark-mining-ai-hpc-texas-acquisition

Interactive Brokers to allow stablecoins for account funding
https://cointelegraph.com/news/interactive-brokers-usdc-stablecoin-fundingl-investors

Lighter: $LIT staking is live on mainnet
https://x.com/Lighter_xyz/status/2011580423604740117

Galaxy closes first $75M blockchain-based loan deal on Avalanche
https://cointelegraph.com/news/galaxy-digital-closes-75m-tokenized-clo-on-avalanche

Ethereum Shouldn't Delay Preparing for Quantum Computing Threat, Says Vitalik Buterin
https://decrypt.co/354304/ethereum-shouldnt-delay-preparing-quantum-threat-says-vitalik-buterin

Kraken-Linked SPAC Eyes $250 Million US Public Offering
https://decrypt.co/354410/kraken-linked-spac-eyes-250-million-us-public-offering

Trove Markets $11.5M ICO Sparks Controversy: Polymarket Bet Costs Trader $73K
https://blog.mexc.com/news/trove-markets-11-5m-ico-sparks-controversy-and-polymarket-bet-costs-trader-73k/

Visa Partners With BVNK to Enable Stablecoin Payouts on Visa Direct
https://decrypt.co/354542/visa-partners-with-bvnk-to-enable-stablecoin-payouts-on-visa-direct

Pakistan to Explore Stablecoin Remittances via Affiliate of Trump-Linked World Liberty Financial
https://decrypt.co/354567/pakistan-to-explore-stablecoin-remittances-via-affiliate-of-trump-linked-world-liberty-financial

Bank of America CEO: Interest-Bearing Stablecoins Could Take $6T Out of Bank Deposits
https://decrypt.co/354723/bank-of-america-ceo-interest-bearing-stablecoins-could-take-6t-out-of-bank-deposits

Fors Launches Beta to Aggregate Prediction Markets Across Solana Ecosystem
https://decrypt.co/354419/fors-launches-beta-to-aggregate-prediction-markets-across-solana-ecosystem

Myriad Launches First Prediction Market using World Liberty Financial Stablecoin USD1
https://decrypt.co/354402/myriad-launches-first-prediction-market-using-world-liberty-financial-stablecoin-usd1

Privacy Cash introducing private swaps on Solana
https://x.com/theprivacycash/status/2011525789611933715

Cysic and Fluxe Partner to Launch First Scalable, Compliant Privacy Protocol for Stablecoin Payments
https://decrypt.co/354754/cysic-and-fluxe-partner-to-launch-first-scalable-compliant-privacy-protocol-for-stablecoin-payments

Eric Adams’ memecoin team deflects after 82% crash: ‘Our partners had to rebalance the liquidity’ (lol)
https://www.dlnews.com/articles/people-culture/why-did-eric-adams-nyc-token-memecoin-crash/

Vitalik Buterin, Sam Altman to attend Bitmine shareholder meeting as firm conducts key vote
https://www.dlnews.com/articles/people-culture/vitalik-buterin-and-sam-altman-to-attend-bitmine-shareholder-meeting/

Russian patents office green-lights Tether’s tokenisation trademark request
https://www.dlnews.com/articles/markets/russian-green-lights-tether-tokenisation-trademark/

Felix Protocol to Launch Spot Equities on HyperEVM
https://thedefiant.io/news/defi/felix-protocol-to-launch-spot-equities-on-hyperevm

Fogo Launches Public Mainnet After Binance Token Sale
https://thedefiant.io/news/blockchains/fogo-launches-public-mainnet-after-binance-token-sale

Introducing Generic: Neutral infrastructure for private and yield-generating stablecoins
https://x.com/genericmoney/status/2011830826909253915

CME Group to Expand Crypto Derivatives Suite with Launch of Cardano, Chainlink and Stellar Futures
https://www.cmegroup.com/media-room/press-releases/2026/1/15/cme_group_to_expandcryptoderivativessuitewithlaunchofcardanochai.html
🔥1💅1
News/Updates (Cont'd):

Starknet Partners with NEAR to Bring STRK to Solana
https://thedefiant.io/news/defi/strk-goes-live-on-solana-via-near

Not just STRK--$ZORA is coming to Solana too
https://x.com/solana/status/2012168322654077241

Pudgy Penguin collaborating with Manchester City
https://x.com/pudgypenguins/status/2011861787399082250

Pumpfun introduces a new feature: callouts
https://x.com/Pumpfun/status/2011865917160907160

Berachain Rallies 40% After Unveiling ‘Bera Builds Businesses’ Plan
https://thedefiant.io/news/blockchains/berachain-rallies-40-after-unveiling-bera-builds-businesses-plan

Coinbase fears tokenization rival Securitize, says Citron Research
https://www.coindesk.com/markets/2026/01/15/cantor-equity-partners-ii-stock-gains-as-citron-says-coinbase-fears-tokenization-rival

YO Suffers $3.7M Loss Due to ‘Unintended’ Stablecoin Swap
https://thedefiant.io/news/defi/yield-suffers-usd3-7m-loss-due-to-unintended-stablecoin-swap

CookieDAO is sunsetting Snaps
https://x.com/cookiedotfun/status/2011827453077938511

Polygon to Become US-Regulated Payments Platform
https://thedefiant.io/news/blockchains/polygon-to-become-us-regulated-payments-platform

Lido V3 & Northstake: Simplifying Institutional Ethereum Staking with stVaults
https://blog.lido.fi/lido-v3-northstake-simplifying-institutional-ethereum-staking-with-stvaults/

LSEG brings commercial bank money onto blockchain rails with DiSH
https://cointelegraph.com/news/lseg-launches-dish-onchain-cash-settlement

Animoca buys Somo as NFT market rebounds early in 2026
https://cointelegraph.com/news/animoca-brands-acquires-somo-nft-market-rebound-2026

Jefferies’ ‘Greed & Fear’ strategist cuts Bitcoin allocation to zero on quantum risk
https://cointelegraph.com/news/efferies-greed-fear-strategist-cuts-bitcoin-allocation

Investors in real-world asset platform Ondo brace for $737m of token unlocks
https://www.dlnews.com/articles/defi/ondo-investors-brace-for-huge-token-unlock/

AI, Impersonations Drove Crypto Scam Losses to Record $17 Billion in 2025: Chainalysis
https://decrypt.co/354624/ai-impersonation-drove-crypto-scam-losses-record-17-billion-2025-chainalysis

DeadLock Ransomware Using Polygon Smart Contracts to Evade Detection
https://decrypt.co/354731/deadlock-ransomware-using-polygon-smart-contracts-to-evade-detection

Utah Man Gets Three Years for $2.9M Fraud Tied to Crypto Cash Scheme
https://decrypt.co/354836/utah-man-three-years-2-9m-fraud-crypto-cash-scheme

SWIFT trials euro stablecoin in tokenized bond payments with SG-Forge
https://cointelegraph.com/news/sg-forge-swift-tokenized-bonds-eur-coinvertible-stablecoin

Why crypto projects are suddenly ditching Discord: It’s ‘full of scammers’
https://www.dlnews.com/articles/defi/why-crypto-projects-are-suddenly-ditching-discord/

Inside BlockDAG’s $442m crypto maze of missing miners, unpaid employees, and breached contracts
https://www.dlnews.com/articles/defi/inside-crypto-project-blockdag-442-million-usd-maze/

DeFi Becomes Preferred Laundering Route For Impersonation Scams: Chainalysis
https://thedefiant.io/news/research-and-opinion/defi-becomes-preferred-laundering-route-for-impersonation-scams-chainalysis

XRP treasury Evernorth prepares for IPO: ‘The timing couldn’t be better’
https://www.dlnews.com/articles/markets/evernorth-ceo-says-timing-perfect-for-ipo-despite-dat-woes/

MrBeast Eyes DeFi as Tom Lee's Ethereum Treasury BitMine Invests $200 Million
https://decrypt.co/354732/mrbeast-eyes-defi-ethereum-treasury-firm-bitmine-invests-200-million

On January 10, 2026 at around 11 pm UTC a victim lost $282M+ worth of LTC & BTC due to a hardware wallet social engineering scam
https://t.me/investigations/302

Introducing Citrea USD (ctUSD): The Native Stablecoin for Bitcoin, Issued by MoonPay and Powered by M0
https://www.blog.citrea.xyz/introducing-citrea-usd-ctusd-the-native-stablecoin-for-bitcoin-issued-by-moonpay-and-powered-by-m0/

MilkyWay Protocol Wind-Down and Permanent Shutdown
https://x.com/milky_way_zone/status/2011770175566332325
🔥2
AI:

Google’s Gemini to power Apple’s AI features like Siri
https://techcrunch.com/2026/01/12/googles-gemini-to-power-apples-ai-features-like-siri/

Next generation medical image interpretation with MedGemma 1.5 and medical speech to text with MedASR
https://research.google/blog/next-generation-medical-image-interpretation-with-medgemma-15-and-medical-speech-to-text-with-medasr/

Ads are coming to ChatGPT
https://x.com/sama/status/2012253252771824074

Introducing Personal Intelligence in Google's Gemini
https://x.com/sundarpichai/status/2011475851670667356

Baidu's ERNIE 5 AI Model Rises Up the Rankings—A Math Wiz That Beats OpenAI's GPT 5.1
https://decrypt.co/354772/baidu-ernie-5-ai-model-rises-rankings-math-wiz-beats-gpt

OpenAI signs deal, worth $10B, for compute from Cerebras
https://techcrunch.com/2026/01/14/openai-signs-deal-reportedly-worth-10-billion-for-compute-from-cerebras/

Anthropic announces Claude for Healthcare following OpenAI’s ChatGPT Health reveal
https://techcrunch.com/2026/01/12/anthropic-announces-claude-for-healthcare-following-openais-chatgpt-health-reveal/

Anthropic’s new Cowork tool offers Claude Code without the code
https://techcrunch.com/2026/01/12/anthropics-new-cowork-tool-offers-claude-code-without-the-code/

Book Publishers Seek Entry Into Google AI Copyright Fight
https://decrypt.co/354846/book-publishers-seek-entry-into-google-ai-copyright-fight

TII Abu-Dhabi Released Falcon H1R-7B: A New Reasoning Model Outperforming Others in Math and Coding with only 7B Params with 256k Context Window
https://www.marktechpost.com/2026/01/07/tii-abu-dhabi-released-falcon-h1r-7b-a-new-reasoning-model-outperforming-others-in-math-and-coding-with-only-7b-params-with-256k-context-window/

NVIDIA AI Released Nemotron Speech ASR: A New Open Source Transcription Model Designed from the Ground Up for Low-Latency Use Cases like Voice Agents
https://www.marktechpost.com/2026/01/06/nvidia-ai-released-nemotron-speech-asr-a-new-open-source-transcription-model-designed-from-the-ground-up-for-low-latency-use-cases-like-voice-agents/

Erdős problem #729 has also been fully autonomously resolved by GPT-5.2 Pro with Aristotle
https://x.com/AcerFur/status/2010054423398232080

Slackbot is an AI agent now
https://techcrunch.com/2026/01/13/slackbot-is-an-ai-agent-now/

AI moves into the real world as companion robots and pets
https://www.theverge.com/news/856207/ces-2026-trend-ai-companion-robot-pet

LMArena lands $1.7B valuation four months after launching its product
https://techcrunch.com/2026/01/06/lmarena-lands-1-7b-valuation-four-months-after-launching-its-product/

Anthropic shakes up C-suite to expand its internal incubator
https://www.theverge.com/ai-artificial-intelligence/861475/anthropic-ai-c-suite-internal-incubator-labs-team-mike-krieger

Insurance giant Allianz signs Claude Code deal with Anthropic
https://www.cio.com/article/4115120/new-feather-in-anthropics-cap-signs-agreement-with-insurance-giant.html

Deepgram raises $130M at $1.3B valuation and buys a YC AI startup
https://techcrunch.com/2026/01/13/deepgram-raises-130m-at-1-3b-valuation-and-buys-a-yc-ai-startup/

PayPal Teams With Microsoft to Power Checkout in Copilot
https://www.pymnts.com/partnerships/2026/paypal-teams-with-microsoft-to-power-checkout-in-copilot/

This is Uber’s new robotaxi from Lucid and Nuro
https://techcrunch.com/2026/01/05/this-is-ubers-new-robotaxi-from-lucid-and-nuro/

RealMem: Benchmarking LLMs in Real-World Memory-Driven Interaction
https://arxiv.org/abs/2601.06966

AI models were given four weeks of therapy: the results worried researchers
https://www.nature.com/articles/d41586-025-04112-2

Meta to cut 10% of metaverse arm this week amid AI push: Report
https://cointelegraph.com/news/meta-cut-10-percent-metaverse-arm-this-week-report

Google removes some AI health summaries after investigation finds “dangerous” flaws
https://arstechnica.com/ai/2026/01/google-removes-some-ai-health-summaries-after-investigation-finds-dangerous-flaws/
🔥1
Regulation and Legal:

Coinbase pulls support for crypto bill: ‘no bill’ better than ‘bad bill’
https://cointelegraph.com/news/clarity-act-crypto-market-structure-coinbase-brian-armstrong

Crypto titans split as Senate delays vote on Clarity Act
https://www.dlnews.com/articles/regulation/crypto-titans-split-as-senate-delays-vote-on-clarity-act/

South Korea Tightens Crypto Access as Google Play Blocks Unregistered Exchanges
https://decrypt.co/354917/south-korea-tightens-crypto-access-as-google-play-blocks-unregistered-exchanges

Solana Policy Institute urges SEC to exempt DeFi developers from exchange rules
https://cointelegraph.com/news/solana-policy-institute-sec-defi-developer-protections

Zcash Foundation says SEC closed 2023 probe into privacy coin
https://cointelegraph.com/news/zcash-foundation-sec-probe-privacy-coin-unregistered-security

West Virginia lawmaker introduces bill to allow state crypto investments
https://cointelegraph.com/news/west-virginia-bill-treasury-digital-assets

Belarus creates legal framework for ‘cryptobanks’ in new presidential decree
https://cointelegraph.com/news/belarus-cryptobank-legal-framework-state-banking

Democrats Blast SEC Over Crypto Retreat, Justin Sun’s Alleged China Ties
https://decrypt.co/354792/democrats-blast-sec-crypto-retreat-justin-suns-china

California Fines Crypto Wealth Platform Nexo $500K Over 'Unlicensed' Loans
https://decrypt.co/354839/california-fines-crypto-lender-nexo-500k-unlicensed-loans

Ex-digital yuan chief ‘took $8m in crypto bribes while working at Chinese central bank’
https://www.dlnews.com/articles/people-culture/former-chinese-cbdc-chief-took-8m-in-crypto-bribes/

Crypto exchange Korbit accepts regulator’s $2m anti-money laundering violations fine
https://www.dlnews.com/articles/markets/korbit-accepts-regulators-2m-fine/

Germany’s DZ Bank secures MiCA license for ‘meinKrypto’ platform
https://cointelegraph.com/news/dz-bank-mica-license-crypto-services-germany

Manhattan DA Pushes Criminal Penalties for Unlicensed Crypto Operators
https://decrypt.co/354865/manhattan-da-pushes-criminal-penalties-for-unlicensed-crypto-operators
🔥1
[Raises]

A16z raises $15B, says crypto a ‘key’ to America winning next 100 years
https://cointelegraph.com/news/a16z-raises-15-billion-says-crypto-crucial-to-americas-future

CZ’s YZi Backs Genius in Multi-8-Figure Deal to Win the Terminal Wars
https://decrypt.co/354643/czs-yzi-backs-genius-in-multi-8-figure-deal-to-win-the-terminal-wars

Mingo Secures Exclusive 54-Country Ticketing Deal on Hedera
https://decrypt.co/354864/mingo-secures-exclusive-54-country-ticketing-deal-on-hedera

Spain’s Bankinter joins $35M Bit2Me round amid growing bank crypto alliances
https://cointelegraph.com/news/bankinter-30m-bit2me-investment-eu-fintech-expansion

GooMoney Secures $19.3M in BTC Strategic Backing Ahead of Launch
https://decrypt.co/354623/goomoney-secures-19-3m-in-btc-strategic-backing-ahead-of-launch

Saturn raises $800k from YZi Labs
https://x.com/usdat21/status/2011831094463615313

Meld, a payments and conversion infrastructure that enables in-app conversion between fiat currencies and tokens, raises $7.0 million
https://x.com/pankajbengani/status/2011462764049686882

Noise, an on-chain attention markets platform raises $7.1 million in Seed led by Paradigm
https://x.com/TheBlock__/status/2011439454439813451

Alpaca, an API-first trading platform offering commission-free trading, raises $150.0 million in Series D
https://x.com/AlpacaHQ/status/2011412383084724515

Project Eleven, an applied quantum computing lab focused on protecting blockchains and digital assets from quantum threats, raises $20.0 million in Series A
https://x.com/qdayclock/status/2011468431795569079

Fogo, a purpose-built layer 1 blockchain, raises $7.0 million in Public token sale
https://www.binance.com/en/events/primesale-fogo

Neuramint, a Web3-native AI agent and tokenization platform, raises $5.0 million in Seed
https://www.prnewswire.com/news-releases/neuramint-raises-5m-seed-to-build-an-agent-workflow-platform-for-web3-302658622.html

ICEx, an Indonesia-based, regulated cryptocurrency exchange, raises $70.0 million in round
https://www.techinasia.com/news/indonesia-approves-70m-backed-icex-as-second-crypto-exchange

VelaFi, a stablecoin-powered financial infrastructure provider under Galactic Holdings, raises $20.0 million in Series B
https://www.coindesk.com/business/2026/01/12/velafi-raises-usd20-million-in-series-b-to-expand-stablecoin-payments-infrastructure

Naoris Protocol, a decentralized cybersecurity network that turns connected devices into validator nodes, raises undisclosed amount
https://x.com/NaorisProtocol/status/2010743233584787924

XMAQUINA, a DePIN platform that tokenizes autonomous robots, raises $10.0 million in round
https://www.xmaquina.io/blog/10m-raised-to-reclaim-the-robotics-capital-markets

KOLect, an AI-powered Web3 analytics platform that evaluates crypto influencers by analyzing social media signals and on-chain data, raises $1.2 million in Pre-Seed
https://x.com/kolect_info/status/2009878004076556784

TBook, RWA distribution infrastructure raises $5.0 million in round
https://www.bitget.com/asia/news/detail/12560605139404
🔥2
Additional Reads:

Game Plan for 2026
https://www.decentralised.co/p/game-plan-for-2026

Hashstack #027
https://hashstack.beehiiv.com/p/hashstack-027

Onchain AI 2.0?
https://x.com/connorking/status/2011905063569277008

LLMs vs. Marketplaces
https://www.danhock.co/p/llms-vs-marketplaces

Sunsetting Yaps & Introducing Kaito Studio
https://x.com/punk9277/status/2011837292907020605

The Hidden Dangers & Costs of Tokenized Assets
https://x.com/ballsyalchemist/status/2011829121429471349

Stablecoins vs Banks: The Bank Account Is a Bundle. Stablecoins Are Trying to Sell You One Piece.
https://x.com/borjaneira_/status/2011874920808976671

Welcome to Gas Town
https://steve-yegge.medium.com/welcome-to-gas-town-4f25ee16dd04

Stablecoin Payments at Scale: How Cards Bridge Digital Assets and Global Commerce
https://research.artemisanalytics.com/p/stablecoin-payments-at-scale-how

Vitalik: We need better decentralized stablecoins
https://x.com/VitalikButerin/status/2010253778365055363

Deep Learning: The Batch - Issue #336
https://www.deeplearning.ai/the-batch/issue-336/

Who Bought the Top?
https://x.com/DoveyWan/status/2010714093951611216

Three things ruined CT
https://x.com/nic_carter/status/2011095541199917137

Kiyotaka introducing Polymarket Discovery
https://x.com/kiyotaka_ai/status/2011412826120962447

The DeFi Drive on Chiliz Chain – Part One
https://x.com/Chiliz/status/2010987448621302174

Reverse Engineering Wintermute's $100M Market Making Wallet On Hyperliquid
https://x.com/0xLoris/status/2011179831942090783

introduction to takopi
https://x.com/banteg/status/2010068506914803774

Money, AI, Jobs
https://x.com/chimpfone/status/2009659989258915983

More and more people who contributed to open source code are going closed source because of AI
https://x.com/MarcJSchmidt/status/2009688028931875156
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