Citrini Research, known for moving AI equities with its reports, published an analysis calling Hyperliquid compelling, citing the protocol's Assistance Fund directing more than 90% of fees to HYPE buybacks and its command of close to half of all crypto token buyback activity this year.

Arthur Hayes published a macro thesis arguing Bitcoin cannot rally until the AI stock bubble deflates, citing $1.5 trillion in AI debt issuance that absorbed the liquidity Bitcoin needed. He exited HYPE, NEAR, WLD, and ZEC and rotated Maelstrom's equity book into US energy producers.

LlamaRisk has submitted two Aave governance proposals covering a four-layer protocol-wide risk standard and a PT oracle upgrade to Chainlink CRE. Founder Stani Kulechov says assets that fail the new standard will be off-boarded.

OKX launched 13 new X-Perps markets in Europe on Monday, adding perpetual futures on all seven Magnificent 7 stocks, gold, silver, oil benchmarks, SPY, and QQQ with 24/7 trading and up to 10x leverage.

An attacker compromised a Humanity Protocol foundation member's private keys, drained 17-plus Gnosis Safe wallets across Ethereum and BNB Chain, and minted 100 million additional H tokens on BSC. Total losses reach about $36 million. The H token fell nearly 70% on the day. On-chain investigator ZachXBT alleges the incident may have been staged.

Starknet launched STRK20 on Tuesday, a note-based privacy framework that lets users shield ERC-20 token balances and conduct private transfers and swaps on the Ethereum layer-2 network, with an encrypted viewing-key path for compliance.

Janus Henderson Investors, the $480 billion asset manager, has announced a four-part partnership with Ethena covering CLO fund distribution, a strategic ENA token investment, USDe treasury deployment, and exploration of exchange-traded instruments for USDe distribution.

The full text of H.R. 8957, the American Reserve Modernization Act of 2026, is now public, revealing a mandatory 20-year prohibition on selling any acquired BTC and a requirement for quarterly, publicly audited proof-of-reserve reports.

Sam Bankman-Fried formally filed a petition for a presidential pardon with the Trump White House, his attorney confirmed Monday. FTX's FTT token surged roughly 52% on the news.

Morpho Association has raised $175 million in a round co-led by Paradigm, a16z Crypto, and Ribbit Capital, with Apollo Funds and VanEck among the strategic participants. The round, which values Morpho at $2 billion, is among the largest fundraises in DeFi history.