Weekly · 2026-W38Mixed

Bitcoin & Crypto Weekly Digest – 2026-W38

JL Capital Research1 min read

  1. 01Tokenized T-bills loops exploding with recursive USDC borrowing
  2. 02UFG immutable treasury flywheel and weekend liquidity incoming
  3. 03AI agent wallets rotating to Fathom-style HSM staking
  4. 04ZK ID verification gaining traction over KYC surveillance
  5. 05Wallet security wars heating up MetaMask vs Rabby vs Trezor
  6. 06Bridge and governance exploits under heavy surveillance
  7. 07Memecoin royalty extraction and scalper pumps heating
  8. 08Privacy maxis vs KYC crime deterrence debates
  9. 09RWA stables depegging risks and new chain MEV plays
  10. 10Constant-sum AMMs buzzing for MEV elimination

Key Narratives

Tokenized T-bills recursive USDC leverage loopsImmutable DeFi treasuries like UFG 20x backingAI agent wallets with stake-gated HSM securityZK proofs for ID verification normPrivacy tech edge in Zano and shielded poolsRWA stablecoin yield playsOnchain indexes and wallet revenue playsTraditional DeFi UX and broken protocolsGeneral MEV chaosDune alternatives surge as users self-host

Coins in Focus

DREGGMERIDIANFATHOM1CLAWWTHINFEXFYUFGUSDGVEYA$happy$hookr$aliensZANOSALTRUMPHOODBTCETHUSDCARBNEARZECstablecoinsDeFi

Sources

  1. 1Korea Blockchain Week 2026 events · miragather.com
  2. 2KBW DeFi spreadsheet · docs.google.com
  3. 3Token2049 SG side events · miragather.com
  4. 4Liquid exploit 3400 BTC returned · x.com
  5. 5ETH proposal pay gas without ETH · decrypt.co
  6. 6KBW DeFi onchain events list · docs.google.com
  7. 7T-bills tokenized borrowing loops · x.com
  8. 8OpenAI millennium problem proof · x.com
  9. 9Infexfy onchain indexes launching · indexfy.xyz
  10. 10MetaMask Lavamoat supply chain attack · metamask.io
  11. 11Trezor security update · x.com
  12. 12Meme token category · coingecko.com
  13. 13HL HIP3 referral revenue · app.coinmarketman.com
  14. 14Morpho vaults variable rate fixed rate · x.com
  15. 15UFG immutable treasury explained · x.com
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