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Bitcoin & Crypto Weekly Digest – 2026-W28

Token-equity asymmetry heating with HYPE buybacks and HL FDVVaults blurring into tokens via deterministic compute and SPVsInstitutional RWA/tokenization accelerating through JPM and SecuritizeAgentic AI agents auto-booking payments and vault mockupsZK real-time proving clusters scaling with 16GPU setupsAirdrop points turning scams after Mai stabledrop fumblePump.fun Solana volume cratering as Raydium revenue diesOnchain stocks bypassing Nasdaq via Hyperliquid DEXesLST yield wars intensifying with ezETH withdrawal dragRobinhood pushing Wasm contracts and tradfi pump.fun origins

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