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Good Morning,

Here's a quick preview of today’s content: OCC prepares for crypto bank charters, $15B in BTC moves after Coldcard hack, Crypto.com rolls out tokenized stock derivatives, Bitwise cuts 14% of staff, Goldman Sachs gains crypto ETFs in Neos acquisition, and so much more

Curious how we source the VC section every morning? It's powered by Fundable. What we like it for crypto: half these rounds break somewhere you'd never think to look, an Italian business paper, a token sale that goes live on X before it reaches the feeds you check. Fundable reads all of it and pulls it into one place, so the digging is already done by the time you go looking. tryfundable.ai

Happy Thursday - Let’s dive in.

Market Snapshot

Click here to learn more about the Gannon’s portfolios and subscribe to the strategies on Autopilot.* Since inception (7/3/25), Gannon’s Crypto Portfolio is up +3.8% Gannon’s AI Fund is up +61.1%

• Bitcoin dips under $64,000 as in-line CPI buys the Fed time, not conviction

  • BTC market is in 'hibernation' as perp trading activity sinks to three-year low

  • XRP futures bets hit their highest since October

  • DOGE and BNB lead majors higher, with a exploit rattling altcoins

  • ETH staking climbs to 34% as the network locks up more supply

• U.S. CPI inflation slows to 3.4% as expected while AI stocks surge

Prediction Markets

• Bettors on Polymarket are predicting major CEX insolvent in 2026?

• Track and trade live odds on any event, only on Polymarket

Headline Roundup
^{_{The major headlines driving crypto markets}}

• Every major AI model exposed in massive exploit (DC)

• Goldman Sachs gains crypto ETFs in Neos acquisition (TB)

• Attackers keep hitting wrong house after crypto millionaire moves (TB)

• Truth Social explores licensing data to prediction markets (TB)

• Bitwise cuts 14% of staff (DC)

• Wintermute plans $1B AI push beyond crypto (CD)

• SEC advances tokenized-securities exemption (TD)

• CoreWeave surges on $2.58B revenue quarter (CD)

• SEC clears Franklin Templeton funds to use onchain system (TB)

• Securitize falls after earnings miss (CD)

• Zerohash rebuffed in pitch to be trust bank (CD)

• Fidelity lets its Ethereum ETF stake (DC)

• Binance and RedotPay clash over lawsuit (CT)

• Marinade says 28.83% of Solana stake went delinquent (TD)

• Bitcoin miners earn under 0.7% of revenue from fees (CT)

• Crypto companies urge AI firms to give devs early access (CT)

• Polymarket taps ex-Uber and Bird exec (TB)

• BitGo CFO exits as losses hits $19M (TD)

• Hyperion triples quarterly profits (TB)

• Boltz founders exit as group takes over (TD)

The round is already public. Just not on the feed you check.

A crypto raise is almost always public before it reaches the feeds you check. The catch is where. Sometimes it's a business paper in another language. Sometimes it's a token sale that goes live on X. Fundable reads all of it.

Sometimes the round breaks in another language. Young Platform, one of Italy's crypto exchanges, pulled in a €22.5M round led by the asset-management group Azimut. It ran across the Italian business press, Milano Finanza and StartupItalia, and barely registered in US crypto feeds. Fundable had it as a deal the day it broke.

Sometimes the raise isn't a press release, it's a token sale on-chain. Credible, a Solana payments startup backed by Circle and Colosseum, opened a community raise on MetaDAO, announced in a post on X and reshared by Solana. It pulled in over $32M of commitments against a $4M cap, more than 10x oversubscribed. The whole thing ran in crypto-native channels, not the mainstream outlets most people check. Fundable logged it as a deal the day it posted.

Different languages, different corners of the internet, same result: Fundable reads thousands of sources across every region and pulls them into one place as real-time data. You see the round the hour it breaks, flowing straight into your sourcing or outbound workflow via API, MCP, or the site.

tryfundable.ai

Launches

• Crypto.com rolls out tokenized stock derivatives (CD)

• Kraken adds S&P 500 to trading program (CT)

• Kalshi adds market data feed (DC)

• BitGo launches quantum risk checker (BL)

• Anchorpoint begins stablecoin rollout (TB)

Regulation

• OCC prepares for crypto bank charters (BM)

• Bank of England tests stablecoin use in cross-border finance (CD)

• New York opens probe into prediction markets (TB)

• Hawaii issues crypto ATM ban (CT)

• Australia takes down Yepbit websites (TB)

Cybersecurity

• $15B in BTC moves after Coldcard hack (DC)

• XRP bridge drained in software exploit (DC)

• Harmony attacker mints 4B tokens (DC)

• Arizona crypto law helps victims recover $171K (CT)

Extra Reads

• To study how North Korean IT workers infiltrate crypto companies, security researchers built an entire fake startup, hired operatives, and watched every move for five weeks, with a reporter posing as a VC to complete the ruse - Here's the story of the fake crypto startup that fooled North Korean workers

Chart of the Day

Stablecoin card spending volume surges +16% in July

Meme Dump

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*DISCLAIMER: Investment advice provided by Autopilot advisers LLC, an SEC registered investment advisor. Past performance does not guarantee future results. Investing carries risks including the risk of the loss of principal. Performance doesn’t include fees. See more here.