Weekly · 2026-W25Mixed

Bitcoin & Crypto Weekly Digest – 2026-W25

JL Capital Research1 min read

  1. 01Kimi 2.7 benchmarks bodied GPT-5.5, agentic AI models rotating in
  2. 02SPCX SpaceX pre-stocks token swap to shares by 2027
  3. 03Sky emerges as short-vol fund with $1 NAV and tail-risk convexity
  4. 04Fantom/Sonic deprecation and Andre Cronje exit trigger chain shutdown wave
  5. 05Multipli $400M TVL exposed as fake, Pantera LP losses mount
  6. 06Clear signing ERC7730 registry live, wallets flag suspicious txs
  7. 07MEV bot JaredFromSubway drained $15M, 238k sandwich attacks net $22M
  8. 08RWA underwriting failures and private credit redemption caps biting
  9. 09Swell chain shuts in 3 days, Goldfinch winds to maintenance mode
  10. 10Backpack tokenizes stocks 1:1 on Solana, Berachain USDC slippage 20%+

Key Narratives

AI agentic models and coding alpha (Kimi benchmarks, GLM-5.2, Cursor exit)RWA tokenization experiments (SpaceX pre-stocks, Solana stock 1:1)DeFi governance reforms (clear signing ERC7730, Sky bylaws)Chain shutdowns and leadership crises (Fantom/Sonic/Swell)Exploit fallout and MEV bot drainsMegaETH full-stack zero-user hypeMultipli.fi TVL scam flags and fake metricsPropAMM CEX oracle dependency

Coins in Focus

SPCXBACKPACKBERAGOLDJFSMSUSDETHBTCSONICSKYMULTIUSDC

Sources

  1. 1SpaceX PreStocks token swap deadline 2027 · x.com
  2. 2PropAMM transparency risks · x.com
  3. 3OpenRouter Kimi+Opus+GPT combo · x.com
  4. 4Kimi 2.7 benchmarks · x.com
  5. 5Kimi release · x.com
  6. 6Clear signing ERC7730 registry · github.com
  7. 7Sky ecosystem dashboard · info.skyeco.com
  8. 8Ethereum Foundation clear signing · fixupx.com
  9. 9Vitalik options design · x.com
  10. 10Sky Diamond PAU security blog · x.com
  11. 11Web3Alerts Twitter · x.com
  12. 12Grifo Web3 decoder · x.com
  13. 13Web3 decoder GitHub · github.com
  14. 14Whop network payment processor · whop.com
  15. 15Coingecko token definitions push · x.com
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