Weekly · 2026-W30Cautious

Bitcoin & Crypto Weekly Digest – 2026-W30

JL Capital Research1 min read

  1. 01v4 77-88% fee tiers live, bots farming alpha
  2. 02Balaji NS: Malaysia kicked, India pivot, militia forming
  3. 03Hyperliquid RWA vol 54% YTD, weekends $500M
  4. 04SEC flags securities risk in vaults
  5. 05Rabby kills custom RPCs, Ambire migration wave
  6. 06Pension funds routing to DEXes bypassing ETFs
  7. 07EU DAC8 nuking memecoins
  8. 08Uninsurable DeFi broadly
  9. 09AI agents swarms for onchain data
  10. 10Dedollarisation narrative heating

Key Narratives

v4 high-fee tier arbitrage experimentsNetwork State geopolitics pivotsHyperliquid RWA volume dominanceDeFi risk & insurance maturationKYCfi expansionPension fund DEX rotationAI agents onchain data swarmsRollup EEZ composabilityDedollarisation narrativeRobinhood RWA tokenizationUniswap V4 hooks adoptionMorpho Midnight callbacks

Coins in Focus

VLADXYZHOMEFETMORPHOALCXRLUSDPYUSDUSDCUSDTHYPEETHBTC

Sources

  1. 1Balaji on Netwggk School OS · x.com
  2. 2Old DeFi risk guidebook · cdn.sanity.io
  3. 3AMBIRE Vault hardware · x.com
  4. 4DefiLlama stablecoin reference rates · x.com
  5. 5Robinhood chain stock tokens docs · docs.robinhood.com
  6. 6Senior tranche looping vaults · x.com
  7. 7DeFi risk backtest: 5 events = 73.7% losses · x.com
  8. 8Morpho fixed rate markets · markets.morpho.org
  9. 9EVMBench AI audit tool · paradigm.xyz
  10. 10Balaji Network School drama · x.com
  11. 11Hashflow update · x.com
  12. 12Mixer transaction demixing article · x.com
  13. 13Hyperliquid RWA volume surge · dune.com
  14. 14SEC vaults & lending strategies statement · sec.gov
  15. 15Gnosis to Ethereum Economic Zone · forum.gnosis.io
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