DailyMixed

Bitcoin & Crypto Daily Digest – 2026-08-12

JL Capital Research1 min read

  1. 01Morpho fees reinvested, token gets zero
  2. 02xStocks custody busts kill 15yr hold
  3. 03Higgsfield beats Blender for plasticine consistency
  4. 04Sushi narrative revived, xSushi still breathing
  5. 05FDV overhang shorts VC tokens to zero
  6. 06100M$ Morpho vault losses = smart contract tax
  7. 07AMZN equity > any token for non-US long-term
  8. 08Public goods valuation still unsolved

Key Narratives

AI 3D generation tools raceTokenized equities RWA custody nightmaresPublic goods KPI warsDeFi revenue capture vs FDV inflation

Coins in Focus

xSushiMORPHOSUSHI

Sources

  1. 1Sushi still alive post xSushi drama · x.com
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