Weekly · 2026-W37Mixed

Bitcoin & Crypto Weekly Digest – 2026-W37

JL Capital Research1 min read

  1. 01PropAMMs caught flow with $100M to $1B+ weekly volume and 20+ designs
  2. 02Uniswap V4 hooks integrations accelerating proprietary AMM spreads
  3. 03Tokenized T-bills spawning recursive borrow-buy-tokenize USDC loops
  4. 04AI agent wallets rotating to HSM staking with key never leaving hardware
  5. 05ZK ID verification gaining traction over KYC surveillance debates
  6. 06UFG immutable treasury delivering redeem-burn 20x backing flywheel
  7. 07Wallet security wars: MetaMask rebrand fallout vs Rabby vs Phantom
  8. 08Memecoin rotations including $TRUMP royalties and new low-caps
  9. 09a16z CLARITY Act dropping 10 DeFi/AML/stablecoin regulatory rules
  10. 10RWA stables depegging risks and CEX shielded withdrawal experiments

Key Narratives

PropAMM volume explosion to $1B+ weekly with self-oracle tighter spreadsUniswap V4 hooks alpha and proprietary AMM integrationsTokenized T-bills recursive USDC leverage loopsAI agent wallets with stake-gated HSM securityZK ID verification as privacy alternative to KYCImmutable DeFi treasuries like UFG 20x backing flywheelsOnchain indexes and wallet revenue playsConstant-sum AMMs MEV elimination hypeSpecific post-exploit payout narrativesMetaMask Lavamoat dependency drama

Coins in Focus

INFEXFYDREGGMERIDIANFATHOM1CLAWWTHUSDGHOODUNIUSDCETHBTCTRUMPUFG

Sources

  1. 1PropAMMs on Ethereum: the story so far · x.com
  2. 2Amalgam hybrid AMM/lending docs · docs.ammalgam.xyz
  3. 3Block auctions arXiv paper · arxiv.org
  4. 4ETH Labs propAMM content · x.com
  5. 5PropAMM podcast on RFQs · x.com
  6. 6Korea Blockchain Week 2026 events · miragather.com
  7. 7KBW DeFi spreadsheet · docs.google.com
  8. 8Token2049 SG side events · miragather.com
  9. 9Liquid exploit 3400 BTC returned · x.com
  10. 10ETH proposal pay gas without ETH · decrypt.co
  11. 11KBW DeFi onchain events list · docs.google.com
  12. 12T-bills tokenized borrowing loops · x.com
  13. 13OpenAI millennium problem proof · x.com
  14. 14Infexfy onchain indexes launching · indexfy.xyz
  15. 15MetaMask Lavamoat supply chain attack · metamask.io
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