Weekly · 2026-W10Cautious

Bitcoin & Crypto Weekly Digest – 2026-W10

JL Capital Research1 min read

  1. 01Morpho overtakes Aave in market cap, siphoning lending flows
  2. 02DAO governance fatigue peaks as stani kills DAOs
  3. 03Centrifuge 1y migration cap and 9% unaccounted supply trigger legal rug drama
  4. 04RISC-V zkVMs gain EF traction with SP1 proving network
  5. 05EIP-7702 wallets lag hard amid AA fatigue
  6. 06RWA liquidity crisis deepens with issuer-only markets and static ledgers
  7. 07AI agent stablecoin payments gain Bloomberg traction
  8. 08Vitalik pushes onchain scammer tagging
  9. 09CoW solvers add friction despite programmatic orders live
  10. 10Aave still DeFi king but faces centralization and security concerns

Key Narratives

RISC-V zkVM integration into EthereumMorpho lending supremacy over AaveDAO governance collapseRWA liquidity crisisCentrifuge token burn and migration dramaAI agent stablecoin payment railsEIP-7702 wallet strugglesOpen source moats evaporatingAave Labs centralization sidelining holdersFluid quiet dominance

Coins in Focus

MONADCOZYHYPEZROFLUIDCENTCFGETHAAVE

Sources

  1. 17702 contracts analytics · dune.com
  2. 2Vitalik on scammer tagging · x.com
  3. 3Monad Head of DeFi role · jobstash.xyz
  4. 4Solflare tweet · x.com
  5. 5EF org chart · ethereum.foundation
  6. 6LayerZero Citadel DTCC ICE partnership · x.com
  7. 7Morpho market cap overtakes Aave · coinmarketcap.com
  8. 8Aave Labs AIP ACI settlement · governance.aave.com
  9. 9DeFi lending report Morpho Aave · rosetta.sh
  10. 10DPRK deepfake Microsoft Teams attack · x.com
  11. 11Mimic Protocol intents over signed txs · docs.mimic.fi
  12. 12Gelato Web3 Functions triggers · docs.gelato.cloud
  13. 13Cozy Earn protection stack launch · x.com
  14. 14Prediction Index 2025-2026 report · x.com
  15. 15Crypto revenue power laws deep dive · x.com
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