Hey crypto addicts,

CZ believes YZi Labs’ recent investments could become some of the firm’s strongest performers, largely because the capital was deployed during the depths of the crypto downturn. The firm has been expanding beyond traditional crypto into areas such as AI, robotics, payments, custody and onchain finance.

Some of its recent bets include a $52 million funding round for robotics company RoboForce, investments in crypto custodian BitGo and prediction market Predict.fun, alongside funding for AI payments platform AEON and lending protocol TermMax. However, YZi Labs has not disclosed enough performance data to confirm whether these investments are already outperforming.

The bigger picture is about how capital behaves during a crypto winter. While falling valuations can create attractive opportunities for long-term investors, timing alone does not guarantee success. YZi Labs is betting that infrastructure built during the downturn will benefit when the next major wave of crypto and AI adoption arrives.☕

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Binance Futures has launched perpetual contracts for Pons and Hajimi, giving traders new ways to take leveraged positions on two tokens that have recently seen sharp price moves. The listings could bring additional liquidity and attention as traders look for opportunities in newer, more speculative assets.

Both contracts are USDT-settled, trade around the clock and use funding payments every four hours. The launches come after PONS and Hajimi posted significant gains, potentially increasing volatility as leveraged traders enter the market and momentum begins attracting more attention.

The move highlights how quickly Binance is expanding its derivatives offering around emerging tokens. While a futures listing does not guarantee a spot listing, greater derivatives access can significantly increase trading activity and create larger price swings around newer assets. For traders, the added liquidity also comes with increased leverage and liquidation risks.☕

Hyperliquid has repurchased and burned around 9,730 HYPE tokens worth roughly $830,000, adding to its ongoing supply reduction program as the token trades near record highs. The latest purchase was made at an average price of about $85.27 per HYPE.

The latest burn brings the total amount of HYPE removed from circulation to around 48.42 million tokens, representing roughly 4.84% of the original maximum supply. The protocol uses trading fees to fund these market purchases before permanently burning the tokens.

The bigger picture is the link between Hyperliquid’s trading activity and HYPE’s token economics. As trading volumes and fees increase, the protocol has more capital available for buybacks, potentially creating additional demand while reducing circulating supply.☕

Uniswap V4 has become the largest DeFi venue for tokenized stocks, holding around $59.1 million in deposits as the market continues to expand. The figure puts V4 ahead of other major DeFi platforms and highlights growing demand for onchain exposure to traditional equities.

Across the broader sector, tokenized-stock DeFi TVL has reached approximately $192.6 million, with leading platforms controlling a significant share of the market. Solana is also attracting strong activity as more tokenized stocks enter the DeFi ecosystem.

The bigger picture is the growing convergence between traditional equities and decentralized finance. As more stocks move onchain, investors can trade and use these assets across liquidity pools and lending markets, creating a new financial layer connecting TradFi with DeFi.☕

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^{This communication is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Any such offer or solicitation will be made exclusively through the definitive offering documents. All investments involve risk of loss, including the potential loss of principal. Past performance is not a guarantee of future results. Any targeted returns or projections are forward-looking statements, are based on current assumptions, and are not guarantees of future performance. Actual results may differ materially.}

Polish prosecutors have charged a man in connection with an investigation into crypto exchange Zondacrypto and are seeking his pretrial detention. The case is part of a broader probe into alleged financial irregularities involving the exchange, adding further pressure to Poland’s crypto sector.

Hunter Biden is reportedly preparing to launch a memecoin called LAPTOP, with plans to distribute a portion of the token’s supply to holders of Donald Trump’s TRUMP memecoin. The unusual move would connect two politically linked crypto communities while adding another high-profile name to the growing trend of celebrity

Ethereum has identified two “must-ship” proposals for its upcoming Hegotá upgrade, narrowing the focus after reviewing 62 potential EIPs with input from around 60 researchers and engineers. The two priorities are FOCIL, which aims to strengthen censorship resistance, and Frame Transactions

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