People are getting frustrated with the lack of volatility in crypto in comparison to traditional finance again, but this volatility is what is bringing risk takers to on-chain, as we have seen numerous opportunities emerge over the past few weeks, which has been a breath of fresh air.
Long may it continue, as there is no other market environment that allows you to multiply your capital in a short amount of time.
As always, don’t chase betas as that is the fastest way to be subject to value destruction.
Leaders lead for a reason.
Majors lacking in volatility, on-chain benefiting
Majors have recorded among their lowest volatility days in history, and that normally tells us that we will have a big event in front of us soon. Gut feeling tells me that it’s not going to be in the direction people want, and you are finally about to get the glorious dip that will be the base to build your wealth on in the coming years.
Keep some cash ready and buckle up.
Although I know that I am not an oracle, I do hope I am wrong, but it is starting to look increasingly likely.
People tend to think a bear market ending comes with a trending bull market immediately, when in fact it comes with a boring lull and ranging period where you are supposed to do nothing at first.
Tokenized equities are the rage
Everyone wants a piece of tokenized equities, and an increasing number of protocols are using fees generated from the volume to distribute tokenized equities to their holder base. It is a very simple form of the first iteration of this that likely is going to hit a much larger scale in other iterations in the future.
Robinhood team thinks it is compelling to have them paired with memecoins considering the volume memes are driven, while the takeaway is that the team is enjoying the experimentation that is taking place on-chain.
All chains (Robinhood, Solana and BNB) are competing for a slice of the pie.
Robinhood chain flips Base in DEX volume
Also been fascinating how Base native teams have been handling this; instead of rising to the competition, they have resorted to complaining and labeling it as a phase. Complacency and coping rarely get rewarded in crypto, and hope is not a strategy. Without a plan, Base will get left in the dust because they have lacked conviction and had a hard time picking a direction while Robinhood continues to take their lunch money.
The Hardware wallets can’t be trusted
Last week I talked about Cold Cards being hacked; this week Ledger has suffered a data breach that exposed sensitive order data from their customers.
Trezor@Trezor
We have some difficult news to share. Unfortunately, one of our shipping providers has experienced a data breach that exposed sensitive order data. This affects new customers in the US, UK, Sweden, Colombia, Brazil, Italy, and Portugal who received an order within the 90 days
12:54 PM · Aug 13, 2026 · 141K Views
306 Replies · 275 Reposts · 860 Likes
You are supposed to feel safer with them, not less, but they are not breeding confidence, to say the least.
Solana has reclaimed DEX volume leadership from BNB over the past week while Robinhood chain has been going up and to the right as well. On-chain has been really strong, although you continue to have to be selective about what you are holding, as the rotation game is becoming increasingly fast.
The biggest loser in this is Base, where the majority of the volume is attributed to cbBTC, cbETH, and USDC. It’s been a ghost town.
Robinhood chain is probably the playground for this cycle. Don’t fade it.
Virtual
Virtual is shaping up to be the proxy for robotics exposure in the industry, and while that sector hasn’t fully materialized or taken off yet, best believe this token will outperform most things when it does. It is something to closely monitor and put on your watchlist for an entry, as it is more or less bottomed.
Virtuals Protocol@virtuals_io
We are excited to share that our robotics division has become the largest source of Unitree G1 data outside of China, with an average of 200 hours of humanoid teleoperation data per week. Follow @eastworlds_io for more milestones as we advance embodied AI.
Eastworlds @eastworlds_io
Lab update: 200 hours of humanoid teleoperation per week, now the largest source of @UnitreeRobotics G1 data outside China. We're also seeing strong traction in humanoid deployments within security, hospitality, and in homes. We look forward to sharing more of our progress in
9:49 AM · Aug 12, 2026 · 100K Views
41 Replies · 36 Reposts · 411 Likes
HYPE
Hyperliquid has underperformed for a while because volatility has been compressed. The second that changes, especially with an Anthropic IPO coming up soon, it will likely start outperforming again and start its ascent toward $100.
Also worth mentioning that Robinhood (HOOD) also stands to benefit from this as they are increasingly intertwining their business directly with crypto.
On-chain
There is going to continue to be interesting trades to take on-chain, especially concerning the V4 ecosystem, as Upeg is showing life once again, and I will cover more interesting opportunities in the paid Substack.
Strap in.
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