š Macro & Regulation
ā¢ Historical data (Carlson) shows September has been the weakest month for U.S. equities; however, forecasts remain uncertain under Trumpās influence.
ā¢ Monetary Authority of Macao (Huang Shanwen): the āDigital MOPā project will begin sandbox testing by year-end.
ā¢ Japan Post Bank plans to launch DCJPY deposit tokens in 2026 for asset settlement. Yields on long-term JGBs reached multi-decade highs, reflecting fiscal concerns and rate hike expectations. BoJ may raise rates in October or December, potentially driving flows into yen stablecoins.
ā¢ U.S. M2 money supply hit $22.12T, a record high.
ā¢ California Governor Gavin Newsom to launch a meme coin satirizing Trumpās crypto policy.
š Corporate Treasuries
ā¢ Japanās Bitcoin treasury firm Metaplanet has seen its stock fall over 50% since mid-June, as its financing flywheel stalls.
ā¢ Elon Muskās attorney Alex Spiro to lead a $200M DOGE treasury firm.
š Projects & Protocols
ā¢ $PUMP: Pump.fun allocated $59M for buybacks, supporting a rebound.
ā¢ $XRP: XRPL issued $131.6M in RWA during Q2, a historical high.
ā¢ $SOL: TVL at $34B (+200% YoY). Stablecoin trading volume at $4.17B; ~50% of USDC transfers occur on Solana. Alpenglow proposal passed, cutting block finality to 150ms.
ā¢ $ONDO: Ondo Finance to launch tokenized equities on September 3.
ā¢ $S: Sonic Labs passes U.S. expansion & TradFi adoption proposal, including Nasdaq PIPE tools and token buybacks.
ā¢ $WLFI: September 1 unlock ā 3.7% circulating supply, FDV ~$38.58B.
ā¢ DWF Labs entered at $0.1 with 250M tokens, expected to act as primary market maker.
ā¢ ETH Beta Investment Plays (Top Performers, past 2 months):
ā¢ Ethena ($ENA) +144%
ā¢ Pudgy ($PENGU) +116%
ā¢ Mantle ($MNT) +103%
ā¢ Chainlink ($LINK) +69%
ā¢ DeFi App ($HOME) +67%
ā¢ Lido ($LDO) +62%
ā¢ Fluid ($FLUID) +59%
ā¢ Arbitrum ($ARB) +51%
ā¢ Aerodrome ($AERO) +43%
ā¢ Pendle ($PENDLE) +37%
