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Chung’s Substack · Aug 9, 2026

Chung Daily Note - 2026/8/9

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Chung Daily Note · Chung’s Substack

Happy Sunday!

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 - 2026/8/6 Happy Thursday! Some highlights from today's note 🔸Fed Chair Warsh may hike rates in September if inflation stays high 🔸SpaceX $SPCX shares worth $100B+ unlock for trading Read More Below 👇 --- 📰 News • Fed Chair Warsh may hike rates in

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Chung l 仲 @cchungccc

Chung Daily Note - 2026/8/5 Happy Wednesday! Some highlights from today's note 🔸U.S. nears Hormuz deal ahead of Wednesday announcement 🔸@OndoPerps drops $100 USDC to select accounts with $1M+ HIP-3 volume and no deposits yet Read More Below 👇 --- 📰 News • U.S. nears https://t.co/XN4SpIz8wj

3:55 PM · Aug 6, 2026 · 190 Views

4 Likes

•Crypto Clarity Act stalls in the Senate ahead of recess

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Watcher.Guru@WatcherGuru

JUST IN: 🇺🇸 Senate officially fails to pass Crypto Clarity Act before summer recess.

12:55 AM · Aug 8, 2026 · 579K Views

558 Replies · 532 Reposts · 6.11K Likes

•September rate hike odds fall to 40% after unexpected job losses

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The Kobeissi Letter@KobeissiLetter

BREAKING: The odds of a September rate hike fall to 40% after the US economy unexpectedly posts its 3rd biggest monthly job loss since the pandemic in 2020. Just days ago, markets saw at 70%+ chance of a September rate hike. Gold prices are surging above $4,400/oz on the news.

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The Kobeissi Letter @KobeissiLetter

BREAKING: The US economy unexpectedly loses -23,000 jobs in July, well below expectations of +85,000. The unemployment rate fell to 4.1%, below expectations of 4.2%. June's jobs number was also revised down by -37,000 jobs. This marks the 3rd biggest monthly job loss since the

12:39 PM · Aug 7, 2026 · 630K Views

161 Replies · 426 Reposts · 3.15K Likes

•Trump Media scraps its planned crypto deals with Cryptocom

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The Block@TheBlockCo

NEW: Trump Media is pulling back from two Crypto.com deals as new leadership refocuses the company on Truth Social and its pending TAE fusion-energy merger, Axios reports. $DJT The companies terminated plans for a crypto-com-chain:native treasury venture and

8:20 PM · Aug 7, 2026 · 24.2K Views

25 Replies · 26 Reposts · 167 Likes

•Wintermute's US arm registered as an SEC/FINRA broker-dealer, unlocking equities, ETP AP status, and self-clearing of digital asset securities

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CoinMarketCap@CoinMarketCap

LATEST: 🇺🇸 Wintermute registered its US affiliate as a broker-dealer with the SEC and FINRA, letting it trade equities, act as an Authorized Participant for ETPs, and self-clear digital asset securities.

1:25 PM · Aug 7, 2026 · 72.4K Views

53 Replies · 28 Reposts · 214 Likes

•Rockstar Energy’s founder is building a Celsius stake and wants the CEO seat

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CNBC@CNBC

Rockstar Energy founder builds Celsius stake, wants to take over as CEO

cnbc.com

Rockstar Energy founder builds Celsius stake, wants to take over as CEO

3:25 PM · Aug 7, 2026 · 69.8K Views

11 Replies · 5 Reposts · 39 Likes

•Bybit sues North Korea over the $1.5B hack, wins asset freeze order

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Cointelegraph@Cointelegraph

🇰🇵 LATEST: Bybit has sued North Korea and the Lazarus Group over the $1.5 billion hack and has secured a preliminary court order freezing stolen assets.

7:31 PM · Aug 7, 2026 · 380K Views

149 Replies · 210 Reposts · 2.15K Likes

•China opens its first school for humanoid robots

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Polymarket@Polymarket

JUST IN: China opens its first school for robots, where humanoids will be trained before entering the workforce.

1:10 PM · Aug 7, 2026 · 207K Views

159 Replies · 428 Reposts · 3.2K Likes

•@yashhsm - some bear market thoughts on crypto

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Yash@yashhsm

some bear market thoughts on crypto: 1) we're in the peak depth: almost everyone is done selling - we just lack marginal buyers yet either we get capital rotation back from ai soon (q4 maybe?) or we remain flat for some time 2) fundraising is p bad rn, particularly early-stage

5:40 PM · Aug 8, 2026 · 43.9K Views

73 Replies · 65 Reposts · 575 Likes

•@jaminball - Custom Tokens

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Jamin Ball@jaminball

https://t.co/qxZzMlfm0w

1:58 PM · Aug 7, 2026 · 6.61K Views

186 Replies · 4 Reposts · 37 Likes

@tashcards

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tash (YC S26)@tashcards

Today, we’re excited to launch @tashcards (YC S26), the investment platform for trading cards. tash gives investors access to professionally curated portfolios of high-end trading cards. tash is building the financial infrastructure to bring collectibles into public markets and

8:42 PM · Aug 6, 2026 · 140K Views

52 Replies · 13 Reposts · 284 Likes

@0xT3tris

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T3tris@0xT3tris

T3tris is a zero-fee, permissionless vault infrastructure. t3tris.finance is live on @arbitrum and @RobinhoodCrypto. Finance, Block by Block.

9:44 AM · Aug 4, 2026 · 4.74K Views

36 Replies · 16 Reposts · 75 Likes

•@vangrid_io (DePIN) - 9m Seed

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Vangrid@vangrid_io

Vangrid has raised $9M. Thank you to our partners, supporters, and stakeholders for the conviction. LLMs hit the text data wall. The next frontier is Physical AI and autonomous systems are starving for real-world spatial ground truth. Satellites can't see sidewalks. Corporate

5:24 AM · Aug 7, 2026 · 40.5K Views

250 Replies · 1.71K Reposts · 2.14K Likes

•@DeFiSaver launched Token Saver to help users claim $67M+ in forgotten assets stranded across 87K smart wallets

•@theallinpod - Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI

•@_choppingblock - AI Cracked ColdCard in 8 Minutes ($100M Gone)

•@Bankless - Ethereum’s Staking Yield Could Go to Zero

chungdailynote.com

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