Chung Daily Note - 2026/8/16

Chung l 仲@cchungccc

Chung Daily Note - 2026/8/13 Happy Thursday! Some highlights from today's note 🔸Traders no longer fully price in a Fed rate hike this year 🔸US July PPI came in cooler than expected: flat M/M, +4.7% Y/Y, core +0.2% M/M Read More Below 👇 --- 📰 News • Traders no longer

Chung l 仲 @cchungccc

Chung Daily Note - 2026/8/12 Happy Wednesday! Some highlights from today's note 🔸U.S. CPI +3.4% YoY, core +2.5%, both as expected 🔸SEC to Unveil Crypto Plans as CLARITY Act Stalls Read More Below 👇 --- 📰 News • U.S. CPI +3.4% YoY, core +2.5%, both as expected • SEC to https://t.co/5928C8gt9X

Laura Shin@laurashin

🚨 BREAKING: The SEC just cancelled Friday's open meeting to propose Regulation Crypto, its first major digital asset rulemaking, less than a day before it was set to begin. No replacement date given.

The Wall Street Journal@WSJ

Exclusive: World Liberty Financial, the Trump family’s flagship crypto venture, says its trust company has received preliminary approval from the Office of the Comptroller of the Currency to become a bank.

on.wsj.com

Exclusive | Trump Family’s World Liberty Financial Gets Preliminary Approval to Launch a Bank

CoinMarketCap@CoinMarketCap

LATEST: 🇳🇴 Norway's sovereign wealth fund's indirect Bitcoin exposure hit an all-time high of 11,549 BTC worth ~$725M in H1 2026, up 21.2% for the period, per K33.

Wu Blockchain@WuBlockchain

JPMorgan Ended Its Banking Relationship With Polymarket Last Year Over Regulatory Concerns According to the Financial Times, JPMorgan ended its banking relationship with prediction market Polymarket in October 2025 over regulatory concerns and told the company to find a new

Tether@tether

Tether Completes the Largest Inaugural Financial Audit in History Read more:

tether.io

Tether Completes the Largest Inaugural Financial Audit in History - Tether.io

YZi Labs@yzilabs

https://t.co/yRnQdJ1MtE

CoinDesk@CoinDesk

LATEST: @binance will block transactions involving 16 crypto platforms starting August 23, including HTX and EXMO, with restrictions applying to all Binance users globally.

Watcher.Guru@WatcherGuru

JUST IN: 🇺🇸🇨🇳 US government urges Apple $AAPL to stop buying memory chips from China.

Chung l 仲@cchungccc

Chung Research Note #10 - Taste is liquidity in TCG Grading doesn't get enough credit as an invention. Before PSA, every card was a private argument about condition. After it, two strangers on opposite sides of the world could agree on what they were pricing without ever seeing

Chung l 仲 @cchungccc

Chung Research Note #9 - The BCI bet nobody is scoring yet China has the first approved implantable brain-computer interface (bci), the fastest trial timelines in the field, and more money going in than anywhere outside the US. RMB 5bn+ in the first half of 2026, more than 2024 https://t.co/9eRdJNuIjF

Emperor Osmo 🐂 🎯@Flowslikeosmo

https://t.co/yFeewMGzQq

Eric Newcomer@EricNewcomer

Prediction Markets Are a Bad Bet Silicon Valley’s era-defining technologies often sit on a razor’s edge between utopian and dystopian. The sharing economy promised communal exchange at the tap of a smart phone — or risking it all by jumping in a stranger’s car, or trusting

Rajat Suri @rajatsuri

A lot of founders talk behind closed doors that they don't get why so many VCs, and top tier ones at that, have been backing the 'prediction market' companies These are not products they as technologists and leaders in the industry want to be associated with. The products add

vimen@vimenprotocol

We're live. Partnerships, protocol updates, and what's next. Two ways in: drop your questions in the replies and we'll read them on air, or join the Space and request to speak. Mic's open. Link below. https://t.co/mJB5aQXytH

Fundraising Digest@CryptoRank_VCs

⚡️@blox_malaysia $1M Seed Round 📑 About: Malaysian fintech and payment platform issuing MYRC, a fiat-backed Ringgit stablecoin. 🤝 Investor: @KiVoTech (Lead)