DailyMixed

Bitcoin & Crypto Daily Digest – 2026-07-28

JL Capital Research1 min read

  1. 01Kimi v3 10x cheaper Claude Opus
  2. 02Seed funding worst 5yrs VCs wiped
  3. 03L2 PMF missing except Aztec
  4. 04Stablecoins payments grey only use
  5. 05AI agents routing cheapest spreads
  6. 06Fixed income 65% 800T notional
  7. 07Banks stablecoin loans post clarity
  8. 08VCs bolting AI on crypto winter

Key Narratives

L2s lacking PMFAI funding masking crypto winterVC seed funding crisisWall St power shift over SVStablecoin payments grey bottleneck

Coins in Focus

USDTHYPEUSDC

Sources

  1. 1WatcherGuru post · x.com
  2. 2Kyle Samani post · x.com
  3. 3Sean Li post · x.com
  4. 4Officer Secret post · x.com
  5. 50xmons Stomp game · x.com
  6. 6Crypto funding data · theblock.co
  7. 7QuillAudits AI post · x.com
  8. 8Pharos USDT tracker · pharos.watch
  9. 9Pharos USDC tracker · pharos.watch
  10. 10Pharos stables dashboard · pharos.watch
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