An army of traders in China are about to learn about Hyperliquid for the first time.

Expect $CXMT to be another big splash for @tradexyz which just made new ATHs of $5.3B in daily volume.

We are entering a new era of finance where anyone, anywhere, can trade anything, anytime.

https://x.com/RyanWatkins_/status/2077238121880523027

My recommended follow list:

https://x.com/amuldotexe/status/2076923969215848920

⚠️ PERP DEX OSTIUM APPEARS TO HAVE BEEN EXPLOITED FOR $18M: ONCHAIN

SOURCE

memory stocks cooked

i've made some points earlier in my article yesterday and today's move validated my thesis, so we see nasdaq massive dump today:

- projection for
$MU
doesnt make sense anymore because its ridiculously projected to generate 40% of entire market cap in combined operating income across 2026 & 2027

- overvaluation is concentrated, closely echoing the dot-com top, when a small number of mega-cap growth names traded at extreme multiples alongside a much larger

- valuation-spread metrics sees the gap between the most expensive and most undervalued segments of the market currently sits around the:
90th–95th percentile when looking at value alone.

- LLMs are clearly useful, but usefulness does not guarantee attractive economics. Rapid GPU obsolescence, heavy reinvestment needs, weak customer lock-in, and converging model quality could turn AI models into a commoditized, capital-intensive business rather than a source of durable excess returns.

- unusual concentration of mega-IPOs in a single year, with such magnitude of recent and upcoming offerings is a classic late-cycle signal

- some leading AI model companies’ growth has already exceeded what historical base rates would suggest as sustainable and a pattern that is unlikely to persist indefinitely.

https://x.com/arndxt_xo/status/2077417759617753144

Going to connect the dots for you guys here

3 days ago, the CEO and Founder of Robinhood,
@vladtenev, posted they created Robinhood Chain to make RWAs programmable (see screenshot below)

We also know the Robinhood team stealth launched a crypto called $WALLET (a bunch of undeniable on-chain evidence here)

But here’s the most interesting part:

https://x.com/nottellingyou73/status/2078506772336128100

gn 👁

some early projects from recent times

https://x.com/venividi_trade/status/2080351134565253399

crypto neobanks still aren’t giving people a real banking experience, especially in cash-dominated regions.

the daily ATM withdrawal limits are just awful:

• Etherfi $250
• Tria $750
• Kast $750
• MetaMask $1k

then there’s RedotPay (US BIN) with a $100k ATM withdrawal limit.

how did they pull that off?

https://x.com/Octop3s/status/2080285094158245936

how bankr got hacked: a full on-chain breakdown of the july 25 attack

https://x.com/the_smart_ape/status/2081351438731452440

Day 575: Pick up your free money.

If you've ever used ChatGPT or Claude, you're eligible to claim a reward. I've seen people receive $600+, and it takes less than 2 minutes.

https://x.com/DidiTrading/status/2082497319086301471

Neo Banking / Fee Cards

I took into account Free tariffs, the cost of maintenance and commissions when using it.

https://x.com/Nikitont/status/2082384694629319107

Perp DEXs in 2026:

https://x.com/muarmemuar/status/2082905478917713923?s=46&t=hr2fbvcHJGpvp_SbDstdzg

Pump Fun just surpassed Hyperliquid in 7-day revenue.

It's now a top 4 crypto app by revenue.

It's insane how much money Pump earns from memecoin trading in a bear market.

https://x.com/thedefinvestor/status/2083069445992222754?s=46&t=hr2fbvcHJGpvp_SbDstdzg

The latest developments in DeFi👇

https://x.com/thedefinvestor/status/2082842664962085309?s=46&t=hr2fbvcHJGpvp_SbDstdzg

$FRONG, what actually happened

https://x.com/arndxt_xo/status/2083609454873084054

7 GUD READS 📚 (Edition No. 100)

We've reached the 100th edition of this series!

Week after week, curated content filters through the noise.

This week brings you no less insights than the others.

It's time to dig in👇

https://x.com/thelearningpill/status/2083553357789339730

Most people in the comment section will just share their referral links.

Here’s categories of different crypto cards/neobanks based on what you actually want to do with them:

https://x.com/Octop3s/status/2052725396911632799

1> Asides the recent drama around phantom wallet leaving @monad, I think there's just another thing worth paying attention to on monad right now

Capital isn't just flowing into isolated protocols. It's flowing through a shared stablecoin layer that connects @aave's credit market and @pendle_fi's yield market into one composable stack

Monad just crossed ATH in tvl and yes the infrastructure is forming faster than anything I've tracked recently on a new L1

https://x.com/0xspicexr/status/2082452432215568479

🧵

in the coming week, we will see huge volatility for the yen, as the states buys more yen.

for decades, usd/jpy largely followed the us–japan yield gap.

that relationship weakened after april 2025 as trade-war volatility made carry trades less attractive even with wide rate differentials.

japan is now being priced through a more complicated mix of fiscal credibility, boj normalization, inflation and capital flows.

- japanese yields are rising as inflation, wages and expectations normalize.
- the boj still owns roughly half of outstanding jgbs, while its purchases are slowing.
- that means higher rates increasingly translate into a real fiscal cost rather than just monetary-policy normalization.

at the same time, corporate japan looks structurally healthier than sovereign japan.

profits are strong, shareholder activism has surged, foreign ownership is around one-third of the equity market, and large caps have materially rerated.

that creates a divergence: bullish corporate japan, more cautious on the yen and japanese duration.

there is also an important counterpoint to the fiscal-bear case.

japan still has the world’s largest positive net international investment position and enormous foreign asset holdings. so this is not a conventional external funding crisis.

https://x.com/arndxt_xo/status/2083937243778154750

1> On Aave’s H1 Structural Reset

H1 2026 was different for @aave. Three structural decisions landed that permanently change how the protocol captures value, who it serves, and how capital flows through it

⇲ Economics & governance (Aave Will Win)
⇲ V4 Architecture
⇲ Token value accrual (Aavenomics 3.0)

This is the reset that actually matters 🧵

https://x.com/0xspicexr/status/2081010384920850739