BTC just climbed back above $65,000, wiping out $280M in liquidations along the way! Trump flipped the script on the Strait of Hormuz. After hinting at a 20% transit fee, he now says he opposes it and delayed any Iran action to next week. 🌊
At the recent hearing, the new Fed Chair confirmed the top priority is hitting the 2% inflation target. Meanwhile, the Fed is sprinting to finalize the GENIUS Act stablecoin rules before the July 19 deadline. 🏦
While the market was preparing for conflict, this unexpected wave of good news completely caught bears off guard and fueled the pump! 🥂

Here’s what we got for you today:
👀 Moonshot hunting guide (P1)
⭐ The SEC just meets Hyperliquid
⭐ Tether freezes $344M Iran USDT
🔥 Burning hot takes for the road


Follow the $50 Billion Buy-In
Wall Street just bet billions on a small collection of stocks.
And after a volatile first half of 2026, it looks like they’re about to shift even more.
MarketBeat’s updated 10 Best Stocks to Own in 2026 report reveals the 10 names attracting fresh capital right now.

The next major crypto winner may already be trading under a $100M market cap. The hard part is finding it before the wider market notices, without getting trapped in a token built on fake hype, bot-filled communities, or liquidity you can’t exit.
Today, we break down a simple screening process anyone can follow, even if you’re new to crypto. You’ll learn how to:
narrow hundreds of tokens into a practical shortlist
identify sectors attracting fresh capital
read real community signals

🏛️ HYPERLIQUID GETS A SEAT AT THE TABLE WHILE TRUMP STALLS CLARITY ACT
We just witnessed a massive historic shift in how Washington treats DeFi. Yesterday, the SEC’s Crypto Task Force sat down for a formal meeting with the team behind Hyperliquid. The regulators are actually sitting down to listen.
1/ Inside the Meeting: Explaining 24/7 Code to the SEC 🖥️
The meeting wasn’t just a quick chat. Hyperliquid brought a heavy-hitting team to the table, including:
Jeff Yan (Hyperliquid founder), Jake Chervinsky (CEO of the Hyperliquid Policy Center), Collins Belton (Product Lead at XYZ Ltd.), and lawyers from Sullivan & Cromwell.
They explained how a decentralized perp exchange actually runs on the blockchain 24/7 without any middlemen.
Who is XYZ? XYZ is currently the biggest perp DEX using Hyperliquid's HIP-3 tech. They push over $4.3 billion in daily volume trading tokenized real-world assets like gold, oil, and stock indices right on the blockchain.

The goal is to help the SEC actually understand DeFi so they don't write rules that accidentally kill the tech.
2/ Active Defense: The SEC & CFTC Double Play 🛡️
Hyperliquid is playing active defense. Just a few days ago on July 9, the Hyperliquid Policy Center teamed up with Phantom Wallet to send a letter to the CFTC.
They told the CFTC to stop trying to apply old, dusty middleman rules to software developers and self-custody wallets.
Since setting up as an independent advocacy group back in February 2026, Hyperliquid’s goal has been clear: find a legal way for everyday Americans to trade on-chain perps.
3/ Trump’s $1.4B Bag and the CLARITY Act 🇺🇸
While Hyperliquid is trying to build bridges, Congress is completely stuck. The highly anticipated CLARITY Act is currently deadlocked in the Senate.
The bill needs 60 votes to pass, which means it needs Democrats on board.
Democrats are demanding strict ethics rules to stop high-ranking politicians from trading crypto.

This all comes down to Donald Trump. Newly released ethics reports show his family businesses made an eye-watering $1.4 billion from crypto and memecoins in 2025 alone.
His official $TRUMP ( ▲ 1.9% ) memecoin even peaked at an $80 billion market cap. Even pro-crypto Senator Kirsten Gillibrand admitted the bill won’t pass without rules to address this conflict of interest.
🧠 My Analysis: The Regulatory Vibe Shift
For years, the SEC’s playbook was "sue first, ask questions never." Now, they are hosting formal meetings to understand how on-chain order books work.
The market is already feeling the optimism. $HYPE ( ▲ 5.7% ) bounced over 2.8% on the news, trading solidly above $65.
Don't expect the CLARITY Act to save us this month, the political fight over Trump's crypto bag is too messy. But the fact that Hyperliquid and Phantom are actively writing the rules of the road with the CFTC and SEC means the "sandbox" is getting safer for builders.

Physical AI is coming to agriculture.
Everyone talks about AI software. Few are paying attention to AI machines operating in the real world. Greenfield Robotics is building autonomous machines that remove weeds at commercial scale, targeting one of agriculture's largest recurring costs.
Greenfield Robotics is Testing The Waters under tier 2 of Regulation A. No money or other consideration is being solicited, and if sent in response will not be accepted. No offer to buy the securities can be accepted and no part of the purchase price can be received until the offering statement filed by the company with the SEC has been qualified by the SEC. Any such offer may be withdrawn or revoked, without obligation or commitment of any kind, at any time before notice of acceptance given after the date of qualification. An indication of interest involves no obligation or commitment of any kind. “Reserving” shares is simply an indication of interest. There is no binding commitment for investors that reserve shares in this manner to ultimately invest and purchase the shares reserved of the company, or to purchase any shares of the company whatsoever.

🚨 TETHER FREEZES $344M LINKED TO IRAN: END OF DECENTRALIZED STABLECOINS?
If you thought holding $USDT ( ▲ 0.01% ) meant your money was untouchable, it’s time for a reality check. Tether just executed one of the largest blacklists in crypto history, and it is sending shockwaves through the entire ecosystem.
1/ $344 Million Frozen Instantly 🧊
Initial reports mentioned $131M, but the on-chain reality is actually much bigger. In a highly coordinated strike with the Trump Administration and the US Treasury (OFAC), Tether froze a staggering $344 million across two primary $TRON ( ▲ 5.76% ) addresses.
One wallet held roughly $213 million, while the second held the $131 million.
With a single command, Tether blocklisted these TRON addresses. The funds are still sitting on the blockchain, but they are permanently frozen and completely unusable.

2/ The Target: Iran's Financial Lifeline 🇮🇷
This was direct geopolitical warfare.
These wallets were heavily linked to the Central Bank of Iran (CBI) and the Islamic Revolutionary Guard Corps (IRGC).
Tehran has been using digital assets to stabilize their currency, fund operations, and bypass global sanctions.
Tether’s leadership made it crystal clear that USDT will not be a safe haven for sanctioned entities. When the US government makes a request, Tether complies immediately.
3/ The "God-Mode" Problem 🛑
This action brings up the massive elephant in the room: Stablecoins are not Bitcoin.
Bitcoin is a decentralized bearer asset; nobody can freeze your $BTC ( ▲ 1.93% ). USDT, however, has an "admin key". Tether retains the technical ability to freeze any address, at any time, entirely neutralizing the censorship-resistant nature of crypto.
🧠 The Illusion of DeFi
We like to pretend that stablecoins are part of DeFi, but they are essentially traditional finance wrapped in a blockchain shell.
This freeze is a direct extension of "Operation Economic Fury". The US is actively weaponizing blockchain transparency. They can trace the money through mixers, find the final wallet, and just ask Tether to hit the "off" switch.
"Not your keys, not your crypto" is a great rule, but with centralized stablecoins, it’s more like "Your keys, but still their crypto". If you hold massive amounts of USDT or USDC, you exist purely at the mercy of their compliance departments. For true censorship resistance, native assets like BTC are your only real option.

🔥 BURNING HOT TAKES FOR THE ROAD
Jito DAO passed JIP-38, mandating that 100% of JTX platform revenue be used for programmatic JTO burns through 2027. Read more
Czech officially blacklisted Polymarket as an illegal gambling site, blocking access within 15 days, joining several other EU nations. Read more
EF’s privacy research team has spun out into a for-profit firm, EthSystems, building confidential, for institutional DeFi adoption. Read more
Solana Foundation just locked in a partnership with Japan’s finance giant SBI Holdings to bring TradFi assets on-chain. Read more
The KOSPI index just triggered a circuit breaker after a 9% crash, with semi-conductor giants losing billions in minutes. Read more
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