Key Takeaways:
🔹ETH gets crushed (-13.57%) as BTC drops another 4.52%, mcap slides to $2.47T
🔹Stablecoin land grab accelerates: GEL₮, SoFiUSD, and fUSD all launch in the same week
🔹Saylor pauses BTC buying this week, opting to buy back debt instead
🔹Hyperliquid expands the empire with validator-driven outcome markets
🔹AI x DeFi gets real with Liquid's Co-Invest inside Claude and ChatGPT
Stay informed, Stay ahead:
6/6
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Major Project Updates:
🔹Hyperliquid launches canonical outcome markets with validators as the source of truth, removing third-party oracle dependencies.
🔹Berachain introduces PoL Next to streamline tokenomics and minimize inflation.
🔹Base rolls out Base MCP, enabling AI agents to swap, trade, and connect to leading Base apps.
🔹Pump expands to USDC pairs and multichain trading across Ethereum, Base, BNB, and more.
4/6
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DeFi Brief:
🔹Liquid introduces Co-Invest, letting users trade directly through Claude or ChatGPT.
🔹Resolv outlines its post-exploit recovery plan with a renewed focus on RWA vaults.
🔹StakeDAO's vsdCRV vault on Arbitrum exploited for ~$91K after 5.4T unbacked tokens minted; protocol unpaused.
🔹OKX's X Layer releases Exchange OS for deploying spot, perps, and outcome markets.
🔹Fundraises: PopDEX ($30M), Townsquare ($16.25M), Didit ($7.5M), Squid ($6M).
5/6
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Narrative of the Week: Everyone Wants a Stablecoin
🔹Tether and the Government of Georgia launch GEL₮, an official sovereign stablecoin.
🔹Fintech firm SoFi launches SoFiUSD, with tokenized deposits planned next.
🔹Falcon Finance and Anchorage Digital Bank launch fUSD, a GENIUS-compliant stablecoin with a 3% target yield via Ceffu.
Every company and government seek to issue their own stablecoin to keep up with the global adoption of stablecoins as 24/7 global payment rails.
3/6
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Market Overview:
🔹 Crypto mcap down 4.26% to $2.47T. BTC -4.52%, ETH -13.57%.
🔹 Long liquidations hit $654M on Thursday, nearly double the usual.
🔹 Funding rates rising across majors despite the drawdown.
🔹 Strategy buys zero BTC this week, repurchases $1.5B in 2029 convertible notes instead.
🔹 MasterCard secures NY BitLicense for stablecoin and digital payment infrastructure.
🔹 Grayscale delays its IPO to at least Q4 2026, citing market conditions.
🔹 S&P +2.06%, Nasdaq +3.68% as equities soared while crypto failed to find a bid.
2/6
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CMC Market Pulse: Everyone Gets A Stablecoin!
BTC -4.52%, ETH -13.57%. Market cap drops to $2.47T as longs get torched. Stablecoin issuers come from every corner of fintech and government.
Let's break down this week's top crypto narratives.
1/6
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We will be back on the Moon soon, permanently this time.
“We're gonna go to the Moon, we're gonna have a base on the Moon, we're gonna send people to Mars and make life multiplanetary”
-Elon Musk
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New X-Perps contract arrived in the EEA: $ZEC
Trade with up to 10× leverage, backed by deep liquidity and a fully regulated institutional-grade trading stack.
Now live in the New Money App
📢 Claude Opus 4.8 is Now Live on the
Opus 4.8 brings major improvements in coding and reasoning while maintaining the same pricing as Opus 4.7. Key upgrades include a ~4× reduction in code defect detection failures, more objective progress reporting, and stronger long running task execution capabilities.
Whether for API integrations or everyday use through Web Chat, access is now fully available.
🔗 Docs:
🌐 Try now:
📢 Claude Opus 4.8 已在 正式上线
全新 Opus 4.8 聚焦编码与推理能力优化,在保持与 4.7 相同价格的同时,实现了多项关键能力升级。其核心改进包括:代码缺陷检出失败率较 4.7 降低约 4 倍,具备更客观的任务进展反馈机制,并进一步增强了长时间独立执行复杂任务的能力。
无论是 API 开发集成,还是 Web Chat 日常使用,现均已开放使用。
🔗 了解更多:
🌐 立即体验:
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Centralized clouds charge you up to 70% more than you need to pay for GPU compute.
Not because their chips cost more. Because you're also paying for their electricity, cooling headaches, software bundles, and egress fees.
We broke down every option for GPU compute with the actual numbers.
Full guide:
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