Top Pick SEC caps leveraged funds at 200%. Cboe just filed for 300%. SEC Rule 18f-4 caps funds at 200% leverage; Cboe's SR-CboeBZX-2026-065 seeks approval for 3x bitcoin, ether ETFs. by Sungjae Lee
Analysis MSCI's delisting test just caught a uranium miner, not crypto MSCI's August 2026 consultation could remove Strategy and Metaplanet from the ACWI IMI over non-operating asset rules. by Sungjae Lee
Analysis A single router config took Solana 86% of the way to a halt A TeraSwitch BGP fault knocked 28.83% of staked SOL offline — 4.51 points from Solana's halt threshold. by Sungjae Lee
Analysis 72 bits, not 128: the entropy gap draining Coldcard wallets Coinkite's advisory: effective entropy fell to ~72 bits, letting attackers brute-force seeds offline. by Sungjae Lee
Analysis One leaked file was enough to sweep a Lightning node BTCPay Server's LND macaroon leak let attackers drain Lightning channels before the August 2026 patch (v2.4.2). by Sungjae Lee
Market Pulse Galaxy Digital's data centers just turned revenue-positive Galaxy Digital's Q2 2026 results: $85M net loss, GLXY down 12%, and the data center unit's first revenue quarter. by Sungjae Lee
Analysis One Ethereum proposal would cut staking rewards 48% EIP-8363 would burn validator rewards as staked ETH rises, cutting yield up to 48% — mechanism and backlash explained. by Sungjae Lee
Analysis RWA volume beat bitcoin on Hyperliquid — the buyback shrank Hyperliquid RWA perps overtook bitcoin in 2026, but HIP-3 fee-sharing cut HYPE buyback revenue 43%. by Sungjae Lee
Market Pulse BlackRock's $311B money market headline hides one big caveat BlackRock tokenized 6 money market funds on Ethereum; $311B is the fund range size, not the tokenized amount. by Sungjae Lee
Analysis DEX just hit a record 24% of CEX volume — for the wrong reason DEX spot volume hit 24% of CEX volume in July 2026, the highest ratio on record, per The Block and DefiLlama. by Sungjae Lee
Market Pulse CLARITY Act odds just crashed from 82% to 14% Bernstein warns a stalled CLARITY Act could trigger another crypto selloff as Polymarket odds collapse to record lows. by Sungjae Lee
Trending Tokenized stocks hit $1.72B. Bybit made six loan collateral. Bybit added six tokenized stocks — Nvidia, Tesla, Apple and more — as collateral for margin trading and crypto loans. by Sungjae Lee