Chung Daily Note - 2025/8/1

Happy August! Let’s kick off the first day of the month with good energy

💡@ChainSight_ transforms crypto market data into tradable volatility derivatives, bridging global capital and DeFi with real-time infrastructure @HyperliquidX

Top 5 Mindshare on @arbusai

1. @grok - 2.28%

2. @AbstractChain - 1.63%

3. @base - 1.52%

4. @opensea - 1.52%

5. @KaitoAI - 1.29%

Some highlights from today's note

🔸@Kalshi shows 81% odds of a Fed rate cut in September

🔸SEC to hold crypto roundtables nationwide

🔸@Strategy files $4.2B offering to buy more Bitcoin

Read More Below 👇

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📰 News

• Kalshi shows 81% odds of a Fed rate cut in September

• SEC to hold crypto roundtables nationwide

• @coinbase bought $222M in Bitcoin in Q2 2025

• Strategy files $4.2B offering to buy more Bitcoin

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📖 Good Reads

• @howdymerry - The Exhaustion of the Metagame: Crypto in its Post Slop Era

• @stable_summit - Stable School News: Weekly Roundup (Aug 1)

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🎉 New Protocols

• @fliprmarket

• @Flashduels

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💰 Crypto Fundraising

• @millcity_3 (CeFi) - 450m PIPE led by @Karatage_

• @BitcoinLayers (Blockchain Service) - $TBD

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💵 Airdrops

• @PsyChlorophyll - @anoma Testnet Guide

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💡Videos & Podcasts

• @leviathan_news @Curvecap - Llama Party, 8/1/2025: Curve off of L2s?

• @BanklessHQ - Weekly Rollups: SEC Announces "Project Crypto." This Changes Everything

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😇 Opportunity

@Lombard_Finance is transforming into the backbone of onchain Bitcoin capital markets, enabling liquidity, DeFi access, and institutional-grade infrastructure

That's all!