Weekly · 2026-W13Mixed

Bitcoin & Crypto Weekly Digest – 2026-W13

JL Capital Research1 min read

  1. 01Resolv depeg triggers USDC flight
  2. 02Hyperliquid vaults hit 21% TVL share
  3. 03RWA duration assets rotate in
  4. 04Privacy protocols like Aztec gain mentions
  5. 05L1 shills flip with Kaspa Igra
  6. 06Circle USDC freezes and blacklists
  7. 07Morpho curators flop hard
  8. 08Binance BTC share erodes to 27%
  9. 09New vaults counter yield fatigue
  10. 10Stablecoin premiums and redemptions active

Key Narratives

RWA duration looping catches flowHyperliquid vaults steal TVL sharePrivacy protocols build tractionL1 narratives rotate inDeFi vault curator rotationsStablecoin ops risks persistStablecoin depegs fadeBalancer dominance lostPure DeFi yield chasing

Coins in Focus

yoSOLRESOLVEMBERSPARKMAPLEUSDeRLUSDcbBTCPOLYMAKERSKYliUSDUSDTOGHOUSDTRabbyPendleLlamaSwapMorphoGearboxSiloYearnAztecRailgunJumperEtherFiKASARBHYPENILUSDCBTCHyperliquidAaveMorphoYearnInfiniFiUSDTUSDe

Sources

  1. 1T-bill backed stables new risk · x.com
  2. 2Ember Earn vault 9.52% APY · ember.so
  3. 3Paradigm predictions tool · predictions.paradigm.xyz
  4. 4Metamorpho vault limitations · x.com
  5. 5Imperium Paper on DeFi risks · x.com
  6. 6Resolv exposure forum & contagion tracker · resolv.exposure.forum
  7. 7Hyperliquid robust price indices docs · hyperliquid.gitbook.io
  8. 8Vadymnx onchain yield sources write-up · x.com
  9. 9Stablecoin yield & Crypto Clarity Act · coindesk.com
  10. 10Yield Basis YB pools analysis · forum.yieldbasis.com
  11. 11Circle freezes USDC hot wallets · x.com
  12. 12Silo V3 liquidation update · x.com
  13. 13Revolut 2025 annual report · assets.revolut.com
  14. 14Mayan 2.0 bridging launch · x.com
  15. 15Tether audit · x.com
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