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Chung’s Substack · Aug 12, 2026

Chung Daily Note - 2026/8/12

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Chung Daily Note · Chung’s Substack

Happy Wednesday!

Chung Daily Note curates key news and insights to save you time while also serving as a record of my research and analysis

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Chung l 仲@cchungccc

Chung Daily Note - 2026/8/11 Happy Tuesday! Some highlights from today's note 🔸White House crypto adviser Patrick Witt says the administration remains "fully committed" to passing the CLARITY Act in September 🔸@dappOS_com phase 2 airdrop claiming is live Read More Below

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Chung l 仲 @cchungccc

Chung Daily Note - 2026/8/10 Happy Monday! Some highlights from today's note 🔸Bitcoin miner Marathon Digital $MARA sold 23,093 BTC for over $1.6 billion 🔸Strategy sold 1,690 BTC ($108.6M) at an average price of $64,262 Read More Below 👇 --- 📰 News • NYSE builds onchain https://t.co/tAucZhKAFs

5:22 PM · Aug 11, 2026 · 221 Views

2 Replies · 10 Likes

•U.S. CPI +3.4% YoY, core +2.5%, both as expected

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Tree News@TreeNewsFeed

U.S. CPI: +3.4% YEAR-OVER-YEAR (EST. +3.4%) U.S. CORE CPI: +2.5% YEAR-OVER-YEAR (EST. +2.5%)

12:30 PM · Aug 12, 2026 · 37.5K Views

5 Replies · 21 Reposts · 128 Likes

•SEC to Unveil Crypto Plans as CLARITY Act Stalls

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Cointelegraph@Cointelegraph

🇺🇸 BIG: SEC to address crypto regulation on its own after the Clarity Act failed to pass Congress last week. cointelegraph.com/news/sec-crypt…

cointelegraph.com

SEC to Address Crypto Regulations in Absence of CLARITY Passage

11:20 PM · Aug 11, 2026 · 65.3K Views

36 Replies · 76 Reposts · 518 Likes

•@Fidelity seeks to stake up to 100% of its $898M Ethereum ETF, plus quarterly cash distributions

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CoinDesk@CoinDesk

LATEST: @Fidelity files to add staking and quarterly cash distributions to its $898M Ethereum ETF, potentially staking up to 100% of $ETH holdings.

9:45 AM · Aug 12, 2026 · 44.3K Views

52 Replies · 34 Reposts · 270 Likes

•Hyperliquid Eyes U.S. Path for Its Perps

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方程式新闻 BWEnews 🏎️@bwenews

BWENEWS: Hyperliquid Looks for Path to U.S. Markets for Its Perpetual Futures theinformation.com/articles/hyper… 方程式新闻: Hyperliquid 寻求为其永续合约开拓美国市场之路 HYPE MarketCap: 14.1B (Auto match could be wrong, 自动匹配可能不准确)

1:02 PM · Aug 12, 2026 · 5.09K Views

3 Replies · 1 Repost · 6 Likes

•Solana briefly lost connectivity across 28.83% of staked SOL, nearing the 33.34% halt threshold

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Cointelegraph@Cointelegraph

🚨 UPDATE: Solana briefly lost connectivity across 28.83% of staked SOL, nearing its 33.34% halt threshold, per Marinade.

12:30 PM · Aug 12, 2026 · 33K Views

37 Replies · 20 Reposts · 110 Likes

•@SpaceXAI Grok Bot enters beta, an AI agent that logs into your tools and finishes tasks for you

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Grok Bot@bot

Introducing Grok Bot, now in early beta. Bots are AI teammates that do real work for you. They sign in to your tools, use them just like you do, and come back with finished work.

5:09 PM · Aug 11, 2026 · 15.3M Views

1.98K Replies · 2.73K Reposts · 24.4K Likes

•Wintermute plans a $1B AI data center push as the crypto market maker expands into traditional finance

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The Block@TheBlockCo

NEW: Wintermute plans to invest about $1 billion in high-frequency trading and AI data center infrastructure over five years, per Bloomberg. The crypto market maker is reportedly pushing into equities, commodities, and FX, targeting more than 50% of revenue from non-crypto

11:06 AM · Aug 12, 2026 · 11K Views

8 Replies · 9 Reposts · 43 Likes

•@CryptoHayes - Yen-quake

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Arthur Hayes@CryptoHayes

My essay "Yen-quake" walks readers through how Buffalo Bill Bessent plans to manipulate the dollar-yen exchange rate and turn the money printer back on. "While a weak, weaker, and weakest yen propelled global asset markets higher over the past decade, like all good things for

1:06 AM · Aug 11, 2026 · 60.3K Views

61 Replies · 42 Reposts · 260 Likes

•@tiger_research_ - KRW 700 Trillion Abroad: The Market Korea Missed

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Tiger Research@tiger_research_

https://t.co/kuq5Zxi0Is

3:00 AM · Aug 12, 2026 · 2.51K Views

1 Reply · 5 Reposts · 9 Likes

@OakmontVault

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Oakmont Vault@OakmontVault

https://t.co/PGUF0TRD9g

9:34 PM · Aug 11, 2026 · 74.8K Views

98 Replies · 60 Reposts · 459 Likes

@clockincoin

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Clock In@clockincoin

SOON.

3:00 AM · Aug 11, 2026 · 168K Views

689 Replies · 233 Reposts · 2.24K Likes

•@entravelcom (Payments) - 7.5m led by@etherealvc @finalitycap

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Fundraising Digest@CryptoRank_VCs

⚡️@entravelcom $7.5M Funding Round 📑 About: Web3 travel booking platform and stablecoin payment infrastructure for the hospitality industry. 🤝 Investors: @etherealvc (Lead), @FinalityCap (Lead), @GSR_io, @seiercapital, @FunFairVentures, and @G1_Ventures

Entravel $7.5M Funding Round

12:29 PM · Aug 12, 2026 · 2.86K Views

16 Likes

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•@CryptoCred - Recorded an episode with @DonAlt on our biggest flaws, cycle fumbles, lessons, and what we’d tell our younger trading selves

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Cred@CryptoCred

Been trading crypto for 9ish years. Recorded an episode with @DonAlt covering our biggest flaws, cycle fumbles, lessons, and what we'd tell ourselves about trading if time travel were real. 2:03 the BitMEX era, where we learned everything wrong 23:06 buying the bottom comes

8:27 AM · Aug 8, 2026 · 191K Views

79 Replies · 135 Reposts · 1.7K Likes

chungdailynote.com

Read the original on chungdailynote.substack.com

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