Weekly · 2026-W31Mixed

Bitcoin & Crypto Weekly Digest – 2026-W31

JL Capital Research1 min read

  1. 01AI agents (Fable/Codex/Kimi/Grok) dominating dev workflows and enterprise
  2. 02Uniswap v4 hooks issuer resistance, no hooks coming
  3. 03Securitize/Superstate $7B KYC permissioned pools locking in
  4. 04ENS Labs takeover, security council installed
  5. 05Coldcard Mk3 firmware vulnerable, RNG weakness
  6. 06Tether $1.5B Q2 profit, $184B supply dominance
  7. 07PropAMM DEX bifurcation tight spreads vs deep liquidity
  8. 08Aave V4 Avalanche $15M incentives live
  9. 09Onchain identity LARPing risks, Arkham tracking impersonators
  10. 10VC funding crisis, bolting AI on crypto winter

Key Narratives

AI agents rotating dev workflows, Codex beats Claude, Fable nukes limitsUniswap v4 hooks issuer ghosting onboarding upgradesSecuritize/Superstate $7B permissioned pools chasing KYC lock-inENS Labs seizes DAO control, installs security councilColdcard Mk3 RNG weakness, seed risks persistPropAMM bifurcation tight spreads vs deep liqLending kingmaking via Aave issuanceL2 PMF missing except AztecVC seed funding crisis worst 5yrsNew launch velocity downStablecoin payments grey bottleneckAI clones interfaces not deep protocol moatsGnosis UI/UX dead

Coins in Focus

HYPEOSTIUMENSAVAXLINKSOLUSDTUSDCAAVEETHBTC

Sources

  1. 1Securitize/Superstate $7B permissioned pools for KYC · tradingstrategy.ai
  2. 2Uniswap on keyring and hooks · x.com
  3. 3Arkham tracking onchain impersonators · x.com
  4. 4Pension-USDT.eth $35M PNL active on CT · x.com
  5. 5Hyperdash doxxed wallet tracker · hyperdash.com
  6. 6WatcherGuru post · x.com
  7. 7Kyle Samani post · x.com
  8. 8Sean Li post · x.com
  9. 9Officer Secret post · x.com
  10. 100xmons Stomp game · x.com
  11. 11Crypto funding data · theblock.co
  12. 12QuillAudits AI post · x.com
  13. 13Pharos USDT tracker · pharos.watch
  14. 14Pharos USDC tracker · pharos.watch
  15. 15Pharos stables dashboard · pharos.watch
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