DailyMixed
Bitcoin & Crypto Daily Digest – 2026-03-03
JL Capital Research1 min read
- 01RWA 20x $1M loop: 2mo OTC hold triggers $1M cVaR haircut
- 02EF grants slashed, Monad hires Head of DeFi
- 03LLMs reverse bytecode → open source moats evaporating
- 04Tornado/Samurai fallout: base protocol privacy required
- 05EthCC speak: $800k min via sponsorship packages
- 06Issuer-only RWA secondary markets, no liquidity
Key Narratives
EF DeFi pivotOpen source moat deathPrivacy protocol layerRWA liquidity crisis
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SOLETHMONAD