DailyMixed

Bitcoin & Crypto Daily Digest – 2026-09-24

JL Capital Research1 min read

  1. 01MAI depegged on Polygon. Holders flag the team still pulling from treasury monthly. Zero accountability.
  2. 02Frontier models (Opus 5.5, Astra) refuse on-chain tx ~95% of the time. Agent builders rotating to DeepSeek, GLM, Qwen.
  3. 03Self-funded agent stack forming: stETH yield plus USDC on Base plus VPS paid in USDC. Missing piece is a capped…
  4. 04DAO running a Hermes agent on aleph.im with DeepSeek via Venice, acting as Safe proposer. Agent governance going live.
  5. 05x402 and 'billion agents onchain' thesis at risk if major labs keep blocking tx. PMF maybe next cycle.
  6. 06Uniswap v3/v4 LPing called burning money. Low-fee top pools get extracted, v4 fees hard to justify for pure infra.
  7. 07Panoptic pitched as the LP fix: get paid for your implicit short gamma.
  8. 08Derive tipped to become what Friktion never was. GammaSwap vaults mostly unprofitable, a PMF problem.

Key Narratives

Token holder rights in acquisitionsEncrypted mempoolsVC accountabilityStablecoin depeg / treasury extractionFrontier model tx refusals vs open-weight models

Coins in Focus

MAIUSDCHEGICETHFTM

Sources

  1. 1infiniFi announces $3M+ seed round · x.com
  2. 2Token holders paid out in an acquisition scenario · x.com
  3. 3a16z: DAO governance research roadmap · a16zcrypto.com
  4. 4TL;DR of Yale/a16z DAO research · x.com
  5. 5Michael Kong posts court docs in Fantom founding dispute · x.com
  6. 6Ahn Byung-ik side of the Fantom dispute · x.com
  7. 7Former Hack VC contributor Hsin-Ju Chuang found dead, cause unknown · x.com
  8. 8Resurfaced allegations of workplace coercion at Hack VC · x.com
  9. 9Hsin-Ju Chuang's earlier post · x.com
  10. 10Hack VC-linked post amid the backlash · x.com
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