Weekly · 2026-W35Mixed

Bitcoin & Crypto Weekly Digest – 2026-W35

JL Capital Research1 min read

  1. 01V4 FoT hooks need custom delta accounting not assumed
  2. 02RWA equities tokenized dividends Aave Base heating
  3. 03Morpho PT-reUSD hack liquidation loops vault traps
  4. 04Revolut EURR stable rails DK PL PT expansion
  5. 05Solana disinflation passes collateral $670K drain
  6. 06Aave v4 hub/spoke solves Morpho defaults
  7. 07MEV_X LPs merge arbitrageurs zero-fee max yield
  8. 08Tokenized stocks memecoins auto-payout holders
  9. 09ISDA DeFi SIMM haircuts look-through adjustments
  10. 10Stablecoins court blacklists only for compliance

Key Narratives

RWA tokenized equities dividends Aave BaseUniswap V4 FoT hooks custom delta accountingMorpho vaults curator traps PT-reUSD risksAave v4 hub/spoke cross-marginingRevolut EURR stable expansion new regionsSolana disinflation collateral drainsMEV_X LPs zero-fee arbitrage yieldTokenized stocks memecoin auto-payoutsISDA DeFi SIMM haircuts look-throughStablecoin court blacklists compliancePT-reUSD looping incentives fakeoutDune free tier dead alternativesHigh LTV oracle dumb strategiesPure points farming vs real yield

Coins in Focus

reUSDPT-reUSDMorphoPendleDUNEEURRMEVXNVDASPCXfrxUSDETHWETHAAVESOLUSDCUSDT

Sources

  1. 1Hack VC employee legal fallout · x.com
  2. 2Aave aEthWETH burn/withdraw tx · x.com
  3. 3DeFi Curation 2026 report vaults curators · x.com
  4. 4Aave on Base tokenized stocks collateral dividends · blog.base.org
  5. 5TezosX atomic composability EVM-Michelson · docs.etherlink.com
  6. 6EDPB anonymisation guidelines blockchain · edpb.europa.eu
  7. 7Uniswap V4 FoT hooks accounting · x.com
  8. 8Full Morpho PT-reUSD liquidation cascade summary · x.com
  9. 9Oracle transparency breakdown PT-reUSD market · x.com
  10. 10Morpho oracle exploit report · x.com
  11. 11LlamaRisk hybrid PT risk oracle explainer · x.com
  12. 12Japan blockchain real-time settlements trial · asia.nikkei.com
  13. 13Ethereum treasury companies analytics · blockworks.com
  14. 14Covalent API scanner rating · x.com
  15. 15Dune alternatives discussion · x.com
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