Weekly · 2026-W23Mixed

Bitcoin & Crypto Weekly Digest – 2026-W23

JL Capital Research1 min read

  1. 01Stream legal circus blocks pro-rata redemptions
  2. 02Prediction markets rotating hard on Arbitrum and onchain
  3. 03propAMM vs CLOB battle heating up
  4. 04USDC censorship hitting sanctioned flows
  5. 05Saylor BTC holdings under fresh scrutiny
  6. 06RWA tokenization CTO hires for compliance
  7. 07stable swaps locked at 0.3bps with UI drama
  8. 08onchain forensics dropping Polymarket strategy sales

Key Narratives

Prediction markets catching onchain Arbitrum and NYSE flowpropAMM infrastructure rotating into focusRWA compliant tokenization gaining tractiononchain strategy forensics exposing movesICP narrative vaporizing vs SolanaRadiant ops shutdownYieldBasis IL hedging red flag

Coins in Focus

KLYRASILOELIXIRFIGENLVRAINHYPEcrvUSDpyUSDPOLYSTRCBTCETHSOLUSDC

Sources

  1. 10xflorent_ drops better news on Stream distributions · x.com
  2. 2ZachXBT on prediction market apps built on Arbitrum · x.com
  3. 3RandHindi on Zama founder drama · x.com
  4. 4Lobsters chat on Stream legal timeline · t.me
  5. 5Diogenes on multi-AI debate product · x.com
  6. 6Radiant sunsetting ops · x.com
  7. 7Vitalik tweet · x.com
  8. 8Gnosis Pay withdrawal page · app.gnosispay.com
  9. 9Public hacks monitor tool · x.com
  10. 10Gnosis Pay outage thread · x.com
  11. 11Multi-currency FX for emerging markets · damex.io
  12. 12KYC integrated into air startup idea · x.com
  13. 13Cross collateral strats example · x.com
  14. 14Ethereum multisig access control analysis · github.com
  15. 15Gold overtakes USTs as reserve · giftarticle.ft.com
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