Welcome to the 147th edition of Sharding Weekly!
2026/9/7 - 9/13
Some Highlights:
🔸US CPI 3.4% YoY and core CPI 2.4% YoY. Both in line
🔸US PPI ran hot at 5.4% YoY versus 5.3% expected but core PPI came in soft at 0.2% MoM
🔸Fed now projected to hike 25bps next week
🔸US 30-year yield tops 5.39% for the first time since 2004
🔸Coinbase says it has a “backup plan” if the CLARITY Act does not pass
🔸Hunter Biden’s
$LAPTOP fell 99.11% within 90 minutes of launch
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📰News
$BTC
•White hat drains 4,000 BTC worth $320M from Liquid Network
$ETH
•Ethereum to let users pay transaction fees with stablecoins instead of ETH in 2027
AI
•Nvidia may invest up to $10B to anchor Anthropic’s IPO which could raise $100B at a $2T valuation
•OpenAI CEO Sam Altman said the upcoming IPO is ill-timed and has been delayed until 2027
•Elon Musk backs Anthropic CEO Dario Amodei’s call for the AI industry to slow down development
•Trump rejects tech industry calls to slow AI development
•
@cursor_ai launches Projects giving AI coding agents persistent memory and scheduled tasks
•Kimi under scrutiny as US agencies allege Chinese AI firms copied American frontier models at scale
Others
•UK Lords back amendment forcing the government to draft a national crypto strategy
•Canada’s banking regulator clears banks to launch blockchain deposit products in 2026
•Italy’s second-largest bank is exploring crypto custody brokerage and tokenized investments
•
@fourdotmemezh launched 4Stock on BNB Chain with each token backed 1:1 by the underlying stock
•Robinhood strikes deal with Cryptocom in latest prediction markets push
•Germany to end tax-free crypto gains with a 25% flat tax from 2028
•MetaMask splits from Consensys to operate as an independent company
•Nasdaq is investing $100M in Kraken parent Payward at a $21B valuation
•
@Pumpfun adds stock pairs to its platform
•Multi-factor authentication is now live for all
@fomo users
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📖Good Reads
•
@BinanceResearch - When Stocks Become On-Chain Assets
•
@JW100x - Meme leaders are emerging in Robinhood stock tokens
•
@blocmates - 5 Onchain Experiments Bringing Crypto Back to Life
•
@DarioAmodei - We Must Pace the Frontier
•
@hilbertspaess - Anthropic researcher quits over AI safety concerns
•
@apexin_ai - What Happens When AI Starts Improving AI?
•
@gpugene - Let’s Talk About Buying Compute
•
@Bankless - Fearing Frontier Labs, Longing Inference Markets
•
@Evan_ss6 - Have Fun Staying Poor
•
@jinglingcookies - cash-settled or physically-settled compute futures?
•
@castle_labs - The Evolution of RWA Trading Onchain: Variational Swaps
•
@redphone - Welcome to Hotel F*cking California, TradFi
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💰Crypto Fundraising
Payments
•
@somosplenti - 3m Seed led by
@tether
•
@rtp - 35m Series A led by
@oakhcft
Exchange
•
@Antarctic_Ex - 7m Seed
GameFi
•
@RealGoOfficial - 6m Strategic
DePIN
•
@TINA_GeoDePIN - 3m
That’s all🥂
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