Chung Daily Note - 2025/9/2
Happy Tuesday!
💡@0G_labs and @unstoppableweb launch .AGI on 0G—pre-sale live, minting Q1 2026
Today's Top 5 @virtuals_io Genesis Mindshare by @arbuschirps (DM for an invite)
1. @FyniAI
2. @TheSWARM_ai
3. @solacelaunch
4. @arbusai
5. @VPAY_Global
Some highlights from today's note
🔸@MicroStrategy acquired 4,048 BTC for ~$449.3M at ~$110,981 each
🔸@worldlibertyfi plans to use all protocol liquidity fees to buy back and burn $WLFI
🔸@monad Cards Wave 2 is live!
Read More Below 👇
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📰 News
• Strategy acquired 4,048 BTC for ~$449.3M at ~$110,981 each
• The Ether Machine raised $654M in ETH ahead of its Nasdaq listing
• SharpLink acquired 39,008 ETH at ~$4,531 avg, raising total holdings to 837,230 ETH
• Jack Ma's (Alibaba founder) Yunfeng Financial Group Limited buys 10,000 ETH as a reserve asset
• El Salvador to host the world’s first government Bitcoin conference in November
• World Liberty Finance plans to use all protocol liquidity fees to buy back and burn $WLFI
• @LineaBuild Ignition launches a 10-week, 1B $LINEA rewards program powered by @brevis_zk
• Monad Cards Wave 2 is live
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📖 Good Reads
• @WuBlockchain - CZ in Hong Kong shares insights on stablecoins, RWA, DAT, AI, and other hot sectors
• @apoorvanand99 - @USDai_Official financing the AGI dream
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🎉 New Protocols
• @spreads_fi
• @GrailedGG
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💰 Crypto Fundraising
• @GoKiteAI (Chain) - 18m Series A led by @generalcatalyst @PayPal
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💵 Airdrops
• @Somnia_Network $SOMI airdrop claim
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💡Videos & Podcasts
• @theallinpod - Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough
• @KevinWSHPod - How I Survived Crypto's Biggest Crash, Now I'm Building the Future of it - Paradex Founder | DE14
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😇 Opportunity
@Lombard_Finance $LBTC on @jup_lend lets users earn yield and borrow USDC cheaply, netting ~5.8% APY on Bitcoin
All news links are on my Telegram 🫡
SOMI Token Soars 69.67% After Major Exchange Listings and Binance HODLer Airdrop Event
Somnia (SOMI) experienced a sharp 69.67% price increase in the last 24 hours, rising from 0.3000 to 0.5090 USDT on Binance. This surge is primarily attributed to the coordinated listings of SOMI across major exchanges, including Binance, Bybit, and Bitget, which significantly boosted market visibility and liquidity. Additional factors contributing to the price movement include the launch of SOMI trading pairs, the introduction of high-leverage perpetual contracts, and Binance’s HODLer Airdrop event distributing 30,000,000 SOMI to eligible users. The market saw heightened activity, with 24-hour trading volume reaching $139.5 million and the circulating supply at 160.2 million SOMI, reflecting strong investor interest and volatility following the asset’s debut.
🔥 “Double Impact Promo” – Rig + $CRAT Power-Up Bonus
Mechanism:
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Titan Rig ($200) → +250 $CRAT
Quantum Rig ($500) → +700 $CRAT
Infinity Rig ($1,000) → +1,500 $CRAT
Galaxy Rig ($2,750) → +5,000 $CRAT
Ultimate Rig ($5,000) → +10,000 $CRAT
Early Bird Multiplier: The first 200 Rig buyers get their bonus doubled.
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$CRAT LISTING PRICE: $0.81
Tap. Earn. Create. Own the future. 🚀
🖥 TAP-2-MINE WHITEPAPER
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🚀 Chainlink ( $LINK ) Flexing Its Muscles! 🔗✨
$LINK /USDT is trading at 23.10 USDT (+1.40%) after rebounding strongly from 22.09 and eyeing the 23.54 resistance zone 📈. On-chain stats show solid activity with $394K daily volume, 2,212 buys vs. 1,359 sells, and a $15.58B market cap 💎.
🔥 Momentum Check:
24h High: 23.54
24h Low: 22.09
Liquidity: $494K 🌊
FDV: $3.3M
⚡ With more buyers stacking than sellers and bullish candles forming, LINK looks ready for another breakout attempt. If it clears 23.54, the road to 24+ opens wide. 🚀
💡 Chainlink continues to be the backbone of Web3 data infrastructure, and the charts show traders are paying attention. The question is — are you riding the LINK wave or just watching? 🌊👀
#LINK #Chainlink #AltcoinSeason #CryptoTrading #Binance
{future}(LINKUSDT)
Transparent Rehypothecation: A Safer On Chain Model for Capital Efficiency
{future}(LAYERUSDT)
A Direct Comparison of TradFi and DeFi Models $LAYER
"Rehypothecation" is a powerful but often misunderstood financial concept. At its core, it means to reuse collateral that has been posted for one purpose to achieve a second purpose. The way it is done in traditional finance is notoriously opaque and risky, while the on chain model enabled by @solayer_labs is built on a foundation of transparency and explicit user consent.
Let's compare the two models.
**Traditional Finance Rehypothecation (e.g., Lehman Brothers):**
* **The Process:** You deposit your assets with a prime broker. In the fine print of your agreement, you give them the right to "rehypothecate" your assets. The broker can then use your assets for its own investments and lending, often without your direct knowledge or control.
* **The Risk (Opacity):** This process is completely opaque. You have no idea how your assets are being used or how much risk the broker is taking. This opacity was a core cause of the $600 billion Lehman Brothers collapse in 2008.
**Solayer On Chain Rehypothecation:**
* **The Process:** A user stakes their SOL to secure the Solana network. They can then *explicitly opt in* to "rehypothecate" the crypto economic security of that stake to secure a specific Actively Validated Service (AVS).
* **The Transparency:** This process is fully transparent and granular.
* The user gives explicit consent for each specific AVS they secure.
* The rules of the agreement, including the potential rewards and the exact slashing risks, are publicly defined in an open source smart contract that anyone can audit.
$LAYER This transparent, opt in model allows the ecosystem to safely unlock an additional 10-20% in yield on the $60B+ of staked SOL, creating billions in new value without the dangerous, opaque risks of the traditional financial system.
#BuiltonSolayer @solayer_labs #layer
$HUMA 🇯🇵 Solana Super Tokyo 2025 — Japan Embraces the Next Wave of Crypto
At Solana Super Tokyo 2025, the spotlight was on Japan’s rapidly evolving crypto landscape:
🔹 Retail Boost: Taxation on crypto is shifting from income tax to capital gains, lowering the burden for individual investors and unlocking stronger retail participation.
🔹 Institutions Step In: Japanese financial giants are leaning into stablecoins and crypto assets, signaling growing mainstream confidence.
🔹 USDC Push: SBI has partnered with Circle to accelerate $USDC adoption in Japan, strengthening stablecoin infrastructure.
This alignment of policy, institutions, and technology could position Japan as one of the most crypto-friendly hubs globally.
👉 What’s your take — could Japan become the next leader in stablecoin adoption and Web3 growth?
#HumaFinance @humafinance
{future}(HUMAUSDT)
@Dolomite_io EXPANDS ECOSYSTEM: New Cross-Chain Support and Enhanced Yield Strategies Now Live! 🔥
The DeFi evolution accelerates! Dolomite has not only achieved 1,000+ asset support but now introduces groundbreaking cross-chain functionality, enabling seamless lending and borrowing across multiple blockchain networks including Arbitrum, Polygon, and Base. This interoperability breakthrough eliminates chain-specific liquidity fragmentation, creating the first truly unified DeFi money market.
New features include:
✅ Cross-Chain Collateralization: Use assets on one chain as collateral for loans on another
✅ Optimized Yield Aggregation: Automated strategy routing maximizes returns across chains
✅ Gas-Efficient Transactions: Layer-2 integration reduces costs by up to 80%
✅ Enhanced Risk Oracles: Multi-chain price feeds ensure accurate valuations across networks
Dolomite's upgraded architecture maintains its non-custodial foundation while delivering institutional-grade efficiency. The platform now supports real-world asset (RWA) integration, bridging traditional finance with DeFi through tokenized commodities and regulated digital securities.
With community governance through Dolo tokens and continuous security audits, Dolomite combines innovation with reliability. This isn't just progress – it's a quantum leap toward inclusive, global, decentralized finance.
#Dolomite $DOLO
{spot}(DOLOUSDT)
🚨 Bitcoin Correction ≠ Cycle Top 🚨
$BTC 's recent pullback looks more like a healthy correction than a cycle peak. On-chain data shows:
✅ Long-term holders are still accumulating
✅ Exchange reserves continue to fall (low selling pressure)
✅ NVT remains below 50 → strong network activity, undervaluation signal
✅ MVRV far from overheated levels → no market euphoria yet
✅ Miner reserves stable → no heavy profit-taking
Historically, bull markets have seen multiple corrections before breaking to new highs. With institutional adoption, ETFs, and tokenization growth fueling demand, the fundamentals remain bullish
{future}(BTCUSDT)
This cycle still has room to run 🚀