Daily news snapshot: Altcoins watchlist
1. Aave (AAVE): +5.8% (24h)
• Market cap: $12.4 billion
• Aave is benefiting from the UK's new capital gains tax deferral for DeFi lending positions and its adoption of Chainlink CCIP as default cross-chain infrastructure.
2. Chainlink (LINK): +4.2% (24h)
• Market cap: $18.7 billion
• Chainlink won major institutional integrations, including U.S. Department of Commerce data feeds, Central Bank of Brazil-HKMA settlement pilots, and Mantle's $2.5B CCIP migration.
• Active network wallets hit an all-time high of 900,000.
3. Solana (SOL): +3.1% (24h)
• Market cap: $89.3 billion
• Solana apps generated record $17M in weekly revenue and set a new $4.15B 24h DEX volume record.
• SBI Holdings launched a Japan-focused tokenization partnership, SBI Solana Global.
1. Aave (AAVE): +5.8% (24h)
• Market cap: $12.4 billion
• Aave is benefiting from the UK's new capital gains tax deferral for DeFi lending positions and its adoption of Chainlink CCIP as default cross-chain infrastructure.
Matters because: The mix of policy support and infrastructure upgrades is a constructive signal for DeFi lending adoption.
2. Chainlink (LINK): +4.2% (24h)
• Market cap: $18.7 billion
• Chainlink won major institutional integrations, including U.S. Department of Commerce data feeds, Central Bank of Brazil-HKMA settlement pilots, and Mantle's $2.5B CCIP migration.
• Active network wallets hit an all-time high of 900,000.
Matters because: Institutional usage and wallet growth suggest accumulation is happening even while price remains suppressed.
3. Solana (SOL): +3.1% (24h)
• Market cap: $89.3 billion
• Solana apps generated record $17M in weekly revenue and set a new $4.15B 24h DEX volume record.
• SBI Holdings launched a Japan-focused tokenization partnership, SBI Solana Global.
Matters because: The revenue and volume records reinforce Solana's lead in onchain activity and institutional tokenization narratives.
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Bitcoin ETF flows reverse course with $181M net inflow on July 14, ending 8-week outflow streak – Link
Bitcoin spot ETFs saw $181 million in net inflows on July 14, led by BlackRock's IBIT at $139 million. Ethereum ETFs also posted $58.3 million in net inflows, with all ten ETFs in positive territory.
Bitcoin spot ETFs saw $181 million in net inflows on July 14, led by BlackRock's IBIT at $139 million. Ethereum ETFs also posted $58.3 million in net inflows, with all ten ETFs in positive territory.
Matters because: The flow reversal suggests institutional buyers may be returning after weeks of selling pressure.
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Crypto VC funding is still selective
The cleanest signal is the 2021–2022 peak: quarterly capital reached roughly $12B, while deal count went above 1,300. Since then, the market cooled hard. Q1 2026 is still well below that cycle, even after the 2025 rebound.
• Q1 2026: roughly $4B invested across 355 deals
• Q1 2022 peak: about $12B and 1,300+ deals
• 2025 brought a capital spike, but not a matching deal-count recovery
That’s the kind of funding backdrop that makes marketing budgets more defensive: less slack, more scrutiny, and more pressure to prove conversion. It fits the shift toward proof-driven distribution.
Data source: Galaxy Research
Related read: Web3 Marketing in 2027: Adapting to bear market budgets
The cleanest signal is the 2021–2022 peak: quarterly capital reached roughly $12B, while deal count went above 1,300. Since then, the market cooled hard. Q1 2026 is still well below that cycle, even after the 2025 rebound.
• Q1 2026: roughly $4B invested across 355 deals
• Q1 2022 peak: about $12B and 1,300+ deals
• 2025 brought a capital spike, but not a matching deal-count recovery
That’s the kind of funding backdrop that makes marketing budgets more defensive: less slack, more scrutiny, and more pressure to prove conversion. It fits the shift toward proof-driven distribution.
Data source: Galaxy Research
Related read: Web3 Marketing in 2027: Adapting to bear market budgets
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AI is useful for prep, not the trust layer
This screenshot is a good example of how far a social prompt can go. The model is told to write like a real person, use posts, comments, likes, user behavior, and demographic context, then keep the reply short and conversational.
That is useful for drafting. It gets much shakier once AI starts deciding what feels natural, what deserves a reply, or how to shape the tone around a person’s identity signals.
For founder growth on X, the split is pretty clear:
• Let AI search and cluster
• Let AI draft and summarize
• Keep the thesis, judgment, and final edit human
That’s the trust layer this playbook is really built around.
Data source: Green Dots Research
Related read: How to Grow a Founder Persona on X: A Practical Founder Growth System
This screenshot is a good example of how far a social prompt can go. The model is told to write like a real person, use posts, comments, likes, user behavior, and demographic context, then keep the reply short and conversational.
That is useful for drafting. It gets much shakier once AI starts deciding what feels natural, what deserves a reply, or how to shape the tone around a person’s identity signals.
For founder growth on X, the split is pretty clear:
• Let AI search and cluster
• Let AI draft and summarize
• Keep the thesis, judgment, and final edit human
That’s the trust layer this playbook is really built around.
Data source: Green Dots Research
Related read: How to Grow a Founder Persona on X: A Practical Founder Growth System
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New fresh insights of the last week ↓
General
➖ Cryptorank: Market Narratives Through the Lens of CEX Listings
➖ Crypto.com: Research Roundup Newsletter (Jun 2026)
➖ Galaxy: Inference Capital Markets
➖ Galaxy: Weekly Top Stories - 07/10/26
Market
➖ CoinShares: Equities update | July 10th, 2026
➖ CoinShares: Market update | July 10th, 2026
➖ Crypto.com: Market Update (June 2026)
➖ Glassnode: BTC Market Pulse: Week 29
Blockchains & networks
➖ 4pillars: Collector Crypt Has One Question Left (ft. fact-checked by CC)
Tokens & currencies
➖ CoinShares: What is Open USD (OUSD) and what does it mean for Stablecoins?
➖ Crypto.com: Tokenized Stocks: The Evolution of Equity
➖ Binance: Early Momentum in Tokenized Stock Adoption
➖ Binance: Stablecoins: Transforming The Financial Landscape
General
➖ Cryptorank: Market Narratives Through the Lens of CEX Listings
➖ Crypto.com: Research Roundup Newsletter (Jun 2026)
➖ Galaxy: Inference Capital Markets
➖ Galaxy: Weekly Top Stories - 07/10/26
Market
➖ CoinShares: Equities update | July 10th, 2026
➖ CoinShares: Market update | July 10th, 2026
➖ Crypto.com: Market Update (June 2026)
➖ Glassnode: BTC Market Pulse: Week 29
Blockchains & networks
➖ 4pillars: Collector Crypt Has One Question Left (ft. fact-checked by CC)
Tokens & currencies
➖ CoinShares: What is Open USD (OUSD) and what does it mean for Stablecoins?
➖ Crypto.com: Tokenized Stocks: The Evolution of Equity
➖ Binance: Early Momentum in Tokenized Stock Adoption
➖ Binance: Stablecoins: Transforming The Financial Landscape
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Daily news snapshot: Altcoins watchlist
Ondo (ONDO): +13.71%
• Market cap: $1.79 billion
• Ondo broke a three-week descending trendline after Ondo Finance launched the first tokenized stock representations using the DTCC Tokenization Service.
Catalysts:
• The DTCC Tokenization Service launch
• Joining BlackRock, JPMorgan, Goldman Sachs, and NYSE in the initiative
• Strongest single candle since mid-June
Defi App (HOME): +17.25%
• Market cap: $60.65 million
• The catalyst remains unclear.
Catalysts:
• Broad altcoin momentum after macro tailwinds
• No specific protocol update or news identified in the last 24 hours
ether.fi (ETHFI): +12.17%
• Market cap: $415.27 million
• ETHFI outperformed most major altcoins as Ethereum strength spilled into staking and liquid staking names.
Catalysts:
• Ethereum rose 5.3% in 24 hours
• ETHFI is up 12.12% over 7 days
• Positive sentiment around Ethereum infrastructure upgrades
Ondo (ONDO): +13.71%
• Market cap: $1.79 billion
• Ondo broke a three-week descending trendline after Ondo Finance launched the first tokenized stock representations using the DTCC Tokenization Service.
Catalysts:
• The DTCC Tokenization Service launch
• Joining BlackRock, JPMorgan, Goldman Sachs, and NYSE in the initiative
• Strongest single candle since mid-June
Matters because: The DTCC partnership validates Ondo's RWA tokenization model and may point to growing institutional adoption of on-chain equities.
Defi App (HOME): +17.25%
• Market cap: $60.65 million
• The catalyst remains unclear.
Catalysts:
• Broad altcoin momentum after macro tailwinds
• No specific protocol update or news identified in the last 24 hours
Matters because: The move looks more like broad risk-on flow than a protocol-specific breakout.
ether.fi (ETHFI): +12.17%
• Market cap: $415.27 million
• ETHFI outperformed most major altcoins as Ethereum strength spilled into staking and liquid staking names.
Catalysts:
• Ethereum rose 5.3% in 24 hours
• ETHFI is up 12.12% over 7 days
• Positive sentiment around Ethereum infrastructure upgrades
Matters because: The rally suggests staking-linked tokens are benefiting from renewed ETH momentum and stronger infrastructure sentiment.
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U.S. June CPI posts largest monthly decline since 2020, cooling Fed rate hike expectations – Link
U.S. June CPI fell 0.4% month-over-month and 3.8% year-over-year, both below expectations. Core CPI was flat month-over-month at 2.6% year-over-year, versus 2.9% forecast. July Fed rate-hike odds fell from about 50% to 15%, though September odds remain 61%.
U.S. June CPI fell 0.4% month-over-month and 3.8% year-over-year, both below expectations. Core CPI was flat month-over-month at 2.6% year-over-year, versus 2.9% forecast. July Fed rate-hike odds fell from about 50% to 15%, though September odds remain 61%.
Matters because: The softer inflation print lowers near-term rate-hike pressure and supports risk assets, even if oil-driven geopolitical risks keep later hikes in play.
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U.S. inflation data sparks Bitcoin rally to $65,500 as Fed rate-hike expectations collapse – Link
Bitcoin jumped to $65,500 on July 15 after June CPI came in at 3.5% year-over-year, below the 3.8% forecast, while core CPI eased to 2.6%. The move triggered about $300 million in short liquidations and pushed Fed rate-hike odds from 43% to 13%.
Bitcoin jumped to $65,500 on July 15 after June CPI came in at 3.5% year-over-year, below the 3.8% forecast, while core CPI eased to 2.6%. The move triggered about $300 million in short liquidations and pushed Fed rate-hike odds from 43% to 13%.
Matters because: Cooling inflation removes a key macro headwind for BTC and risk assets, with the September FOMC now the next major checkpoint.
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Ostium perpetuals DEX suffers $18 million oracle exploit – Link
Ostium, an Arbitrum-based perpetuals exchange, lost about $18 million on July 15 after hackers compromised an oracle signer key and submitted falsified future-dated price data to create fake trading profits.
Ostium, an Arbitrum-based perpetuals exchange, lost about $18 million on July 15 after hackers compromised an oracle signer key and submitted falsified future-dated price data to create fake trading profits.
Matters because: The exploit reinforces how oracle security remains a key weak point for leveraged DeFi protocols.
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Uniswap governance extends protocol fee collection and UNI burn mechanism to Robinhood Chain – Link
Uniswap submitted a governance proposal to extend protocol fee collection and the UNI burn mechanism to Robinhood Chain across v2, v3, and v4. Fees generated on Robinhood Chain would go into the chain's TokenJar contract, with UNI bridged back to Ethereum mainnet for burning.
Uniswap submitted a governance proposal to extend protocol fee collection and the UNI burn mechanism to Robinhood Chain across v2, v3, and v4. Fees generated on Robinhood Chain would go into the chain's TokenJar contract, with UNI bridged back to Ethereum mainnet for burning.
Matters because: Expanding fee capture to another chain could support Robinhood Chain's DEX ecosystem and increase UNI burn velocity.
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Japan reclassifies crypto assets as financial products, cutting tax from 55% to 20% – Link
Japan's Senate passed amendments to the Financial Instruments and Exchange Act on July 15, reclassifying cryptocurrencies from payment instruments to financial products. The law cuts the top tax rate on crypto gains from 55% to 20% starting in January 2028, adds insider trading rules, and opens the path for spot Bitcoin ETFs around 2027.
Japan's Senate passed amendments to the Financial Instruments and Exchange Act on July 15, reclassifying cryptocurrencies from payment instruments to financial products. The law cuts the top tax rate on crypto gains from 55% to 20% starting in January 2028, adds insider trading rules, and opens the path for spot Bitcoin ETFs around 2027.
Matters because: Clearer rules and lower tax friction could make Japan a more attractive market for institutional crypto participation.
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Daily news snapshot: Altcoins watchlist
• EGL1 (EGL1): +112.19%
• Market cap: $24.4 million
• BSC-based meme coin with American Spirit and Superhero themes surged 112% in 24 hours.
• The catalyst is unclear; community-driven marketing on social media has been building traction.
2. LUMIA (LUMIA): +25.22%
• Market cap: $12.8 million
• Lumia, an RWA infrastructure platform for tokenization and DeFi connectivity, gained 25% in 24 hours.
• The move may reflect broader institutional interest in RWA infrastructure after the DTCC pilot.
3. KAITO (KAITO): +12.54%
• Market cap: $200.3 million
• KAITO, an AI-powered InfoFi platform tracking crypto market signals and sentiment, gained 12.5% in 24 hours.
• The move may reflect demand for on-chain data and AI-driven market intelligence tools.
• EGL1 (EGL1): +112.19%
• Market cap: $24.4 million
• BSC-based meme coin with American Spirit and Superhero themes surged 112% in 24 hours.
• The catalyst is unclear; community-driven marketing on social media has been building traction.
Matters because: The move is sharp but speculative, with limited fundamental catalysts.
2. LUMIA (LUMIA): +25.22%
• Market cap: $12.8 million
• Lumia, an RWA infrastructure platform for tokenization and DeFi connectivity, gained 25% in 24 hours.
• The move may reflect broader institutional interest in RWA infrastructure after the DTCC pilot.
Matters because: Its RWA exposure could help it benefit from the tokenized-assets narrative.
3. KAITO (KAITO): +12.54%
• Market cap: $200.3 million
• KAITO, an AI-powered InfoFi platform tracking crypto market signals and sentiment, gained 12.5% in 24 hours.
• The move may reflect demand for on-chain data and AI-driven market intelligence tools.
Matters because: KAITO sits at the intersection of AI and crypto market intelligence, which keeps it relevant as the market matures.
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Positive ETF flows support Bitcoin and Ethereum – Link
U.S. spot Bitcoin ETFs saw $79.1 million in net inflows on July 16, led by BlackRock's IBIT at $33.4 million. Ethereum ETFs posted $28 million in net outflows, though they have still attracted $96 million in inflows over the past three days, mainly via BlackRock's ETHA.
U.S. spot Bitcoin ETFs saw $79.1 million in net inflows on July 16, led by BlackRock's IBIT at $33.4 million. Ethereum ETFs posted $28 million in net outflows, though they have still attracted $96 million in inflows over the past three days, mainly via BlackRock's ETHA.
Matters because: Sustained ETF inflows can help support price stability and may encourage more altcoin rotation.
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Just dropped a practical breakdown of founder growth on X.
Here’s your TL;DR ↓
• In B2B, buying decisions are shaped by hidden buyers, internal champions, and execs – not just the visible contact.
• For crypto teams, X still matters: CoinGecko says X, Telegram, and YouTube make up 84% of crypto community social time.
• The article’s core point is simple: founder growth is a trust system, not a posting-frequency problem.
• The common failure mode is volume without position – daily posts, recycled threads, and AI-polished founder copy.
• Green Dots maps the fix into seven layers: expertise zones, expertise circles, tone of voice, long-form authority, QTs/comments, relationship density, and dynamic optimization.
• AI is useful for research, clustering, and first drafts; it should not replace the founder’s judgment, edit, or point of view.
• The real signal is relationship density: replies, DMs, intros, and inbound from the right circles matter more than raw follower count.
Read the full story here: How to Grow a Founder Persona on X: A Practical Founder Growth System
Here’s your TL;DR ↓
• In B2B, buying decisions are shaped by hidden buyers, internal champions, and execs – not just the visible contact.
• For crypto teams, X still matters: CoinGecko says X, Telegram, and YouTube make up 84% of crypto community social time.
• The article’s core point is simple: founder growth is a trust system, not a posting-frequency problem.
• The common failure mode is volume without position – daily posts, recycled threads, and AI-polished founder copy.
• Green Dots maps the fix into seven layers: expertise zones, expertise circles, tone of voice, long-form authority, QTs/comments, relationship density, and dynamic optimization.
• AI is useful for research, clustering, and first drafts; it should not replace the founder’s judgment, edit, or point of view.
• The real signal is relationship density: replies, DMs, intros, and inbound from the right circles matter more than raw follower count.
Read the full story here: How to Grow a Founder Persona on X: A Practical Founder Growth System
Green Dots Research
Founder Growth on X: How to Build a Founder Persona
Founder growth on X works when a founder becomes easier to trust, not just easier to notice. Here’s how to build a founder persona around expertise, distribution, useful commentary, and real market relationships.
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UK and U.S. governments align on stablecoin regulatory framework for cross-border payments – Link
The UK and U.S. treasuries released a joint 10-point roadmap to coordinate oversight of tokenized assets and stablecoins. The plan requires 1:1 backing by high-quality liquid assets and segregated reserves, and both sides will explore pathways for stablecoins issued in either jurisdiction to access the other market.
The UK and U.S. treasuries released a joint 10-point roadmap to coordinate oversight of tokenized assets and stablecoins. The plan requires 1:1 backing by high-quality liquid assets and segregated reserves, and both sides will explore pathways for stablecoins issued in either jurisdiction to access the other market.
Matters because: Clearer cross-border rules could make compliant stablecoins easier to use in both markets and support broader institutional adoption.
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Alpaca raises $135M for tokenized agent-first infrastructure – Link
BNP-backed brokerage infrastructure provider Alpaca raised $135 million to expand into tokenized markets and AI-native financial services. The funding is aimed at infrastructure for both DeFi and TradFi companies pursuing on-chain business models.
BNP-backed brokerage infrastructure provider Alpaca raised $135 million to expand into tokenized markets and AI-native financial services. The funding is aimed at infrastructure for both DeFi and TradFi companies pursuing on-chain business models.
Matters because: More capital for tokenized-market infrastructure could speed up agent-based trading and settlement rails.
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Galaxy launches institutional DeFi vault services on Morpho – Link
Galaxy Digital launched "Galaxy Curator," an institutional-grade treasury management service built on Morpho and available to 2,400+ institutional clients through Fireblocks Earn. It lets institutions earn on-chain yields on idle stablecoins without managing DeFi infrastructure directly.
Galaxy Digital launched "Galaxy Curator," an institutional-grade treasury management service built on Morpho and available to 2,400+ institutional clients through Fireblocks Earn. It lets institutions earn on-chain yields on idle stablecoins without managing DeFi infrastructure directly.
Matters because: It removes a key barrier to institutional DeFi adoption and could bring more stablecoin liquidity into yield protocols.
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Morgan Stanley files for spot Ethereum and Solana ETFs with 0.14% fee – Link
Morgan Stanley submitted updated filings for spot Ethereum ETF (MSSE) and Solana ETF (MSOL) with a 0.14% fee rate, following the success of Bitcoin ETFs.
Morgan Stanley submitted updated filings for spot Ethereum ETF (MSSE) and Solana ETF (MSOL) with a 0.14% fee rate, following the success of Bitcoin ETFs.
Matters because: New ETF products could broaden institutional access to ETH and SOL and support fresh capital inflows.
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Thought leadership reaches hidden buyers before sales does
The visual comes from the 2025 Edelman–LinkedIn B2B Thought Leadership Impact Report. It says 95% of hidden decision-makers are more receptive to sales and marketing outreach when a company consistently produces high-quality thought leadership.
For founder-led growth, this is the practical case for a public point of view. A strong founder persona can become part of the company’s trust layer, which makes the first sales touch less cold.
Data source: 2025 Edelman–LinkedIn B2B Thought Leadership Impact Report
Related read: How to Grow a Founder Persona on X: A Practical Founder Growth System
The visual comes from the 2025 Edelman–LinkedIn B2B Thought Leadership Impact Report. It says 95% of hidden decision-makers are more receptive to sales and marketing outreach when a company consistently produces high-quality thought leadership.
That is the useful part: trust is not just a brand metric. It can change how early outreach is received, even from people who are not formally in the sales process.
For founder-led growth, this is the practical case for a public point of view. A strong founder persona can become part of the company’s trust layer, which makes the first sales touch less cold.
Data source: 2025 Edelman–LinkedIn B2B Thought Leadership Impact Report
Related read: How to Grow a Founder Persona on X: A Practical Founder Growth System
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Citadel Securities invests $400M in Crypto.com at $20B valuation – Link
Citadel Securities invested $400 million in Crypto.com, marking the exchange's first institutional funding round and valuing it at $20 billion. The capital is meant to accelerate expansion into tokenized securities and derivatives.
Citadel Securities invested $400 million in Crypto.com, marking the exchange's first institutional funding round and valuing it at $20 billion. The capital is meant to accelerate expansion into tokenized securities and derivatives.
Matters because: It points to deeper integration between traditional market infrastructure and crypto-native platforms.
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T. Rowe Price launches first actively managed multi-token crypto ETF – Link
The $1.9 trillion asset manager launched TKNZ on NYSE Arca, the industry's first actively managed multi-token spot crypto ETF. Initial allocations include 40.75% Bitcoin, 18.42% Ethereum, 11.01% BNB, 9.44% SOL, 9.37% XRP, and 6.45% HYPE, with a 0.75% management fee.
The $1.9 trillion asset manager launched TKNZ on NYSE Arca, the industry's first actively managed multi-token spot crypto ETF. Initial allocations include 40.75% Bitcoin, 18.42% Ethereum, 11.01% BNB, 9.44% SOL, 9.37% XRP, and 6.45% HYPE, with a 0.75% management fee.
Matters because: It signals accelerating institutional adoption and could drive capital into diversified crypto exposure.
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