We welcome @Lombard_Finance as a partner of DAYS Singapore! @Lombard_Finance is a leading Bitcoin finance protocol with $3 billion in Bitcoin onboarded. Founded in 2024 and backed by Polychain Capital, Franklin Templeton, and Binance Labs, Lombard's products — LBTC, BTC.b, the Lombard SDK, Bitcoin Smart Accounts, and Bitcoin Earn — enable Bitcoin holders, corporate treasuries, and financial institutions to earn yield on, borrow against, and deploy their Bitcoin onchain. Lombard's infrastructure powers Bitcoin products for the users of Ledger, Binance, and Bybit, and integrates with Aave, Morpho, and 50+ DeFi protocols across 10 blockchains. Catch the @Lombard_Finance team in Singapore on October 6 Digital Asset Yield Summit is where private capital explores onchain yield: a tightly curated room of 300 institutional allocators and asset managers. A few spots remain open: 🔗 Request an Invite →

Shervin Beyk is joining Longbow as an Advisor, focused on partnerships. Ex-Binance Labs, ex-A&T Capital as an investment manager. Berkeley before that, and in crypto since 2015. He holds angel positions in companies backed by a16z, Coinbase, Polychain and Founders Fund. Longbow is infrastructure, and infrastructure wins when other people build on it. Protocols routing credit through our markets, treasuries putting capital to work in the vaults. That's won through relationships, and Shervin has spent a decade building exactly those. Welcome @5herv1n 🏹

Projects Fundraising on RootData (Aug 3 - Aug 9) Last week, 11 blockchain companies/projects received funding. 💎 @yellowcard_app — Licensed stablecoins infrastructure provider, raised $40M in strategic funding from @scventuresDNA, @Sony_Innov_Fund, @polychaincap, @bcap & others. 💎 @jpyc_official — Japanese Yen stablecoin, raised $38M in Series B2 from AZ-COM Maruwa Holdings. 💎 @vangrid_io — DePin infrastructure, raised $9M in seed round from @HashKey_Capital, @Cryptocom_Cap, @animocabrands & others. 💎 @Magne_Ai — AI-native Web3 smartphone, raised $2.64M in strategic round from @GaeaVentures, @Titans_ventures & @0x_Go2Mars.

🚀 $DOS - One of the most promising AI x Crypto launches of 2026? The @DAPPOSFDN has officially introduced $DOS, the native token powering the DAPPOS AI Operating System. Instead of another AI chatbot, DAPPOS aims to become an AI Operating System that helps anyone build and run a business with simple natural-language prompts. 💡 xBubble ecosystem • Bubble Engine → Creates & optimizes SOPs • Bubble Pilot → Finds the best execution path • Bubble Code → Builds software & businesses From documents, websites, research, slides, images, automation... to real business execution. 📊 Current traction • 10,275+ paying OPC customers • $6.8M+ cumulative revenue • $20M+ raised from Polychain Capital, YZi Labs, HongShan (Sequoia China), IDG Capital, OKX Ventures & more. 🪙 $DOS Token Utility ✅ Premium AI services ✅ Intent execution fee payment (discounts) ✅ Staking for validators & AI agents ✅ Governance 📦 Tokenomics • Total Supply: 1B $DOS • Team: 20% • Investors: 22.5% • Ecosystem: 20% • Treasury: 20% • Marketing: 11.5% • Airdrop: 6% 🔥 Biggest positive: 0% Team & Investor unlock at TGE. Both have a 12-month cliff + 48-month linear vesting, significantly reducing early sell pressure. Initial unlocks (~20% of total supply) come entirely from ecosystem, treasury, marketing, and airdrop allocations. Airdrop registration is open until August 2, 2026 (UTC) for eligible participants (testers, contributors, AI subscribers, Bubble NFT holders). My view: Among current pre-TGE AI projects, $DOS stands out thanks to its real product, paying users, strong VC backing, and investor-friendly tokenomics. If DAPPOS continues growing xBubble adoption after launch, $DOS could become one of the more fundamentally driven AI tokens rather than another hype cycle. Worth keeping on your watchlist. 👀

It feels like collectibles are becoming programmable inventor: onchain settlement + instant liquidity (via tokens, sell-back option using gacha mechanisms, or using a v4 hook protocol sweep) Doing a round up of collectibles/NFT meta onchain and there is a common theme around it - where the main collectible/NFT stays scarce yet this time its different from the 2021 season where innovations now give rise to a token pairing that makes it somewhat liquid, and a mechanism (either tax, gacha, sweep) that gives people something to do besides just holding it Examples: • Mechanism tokens around blue-chip NFTs: @token_works turned CryptoPunks into a flywheel with PunkStrategy: trade the coin, tax buys floor Punks, relists ~20% higher, sales burn the token • TokenStrategy generalized that to any collection (latest example is with CreditStrategy for @jackbutcher’s collection) • Fake World Assets ($FWA) is the TokenWork's NFT gacha pool where users can deposit an NFT + ETH collateral, others spin for a random pull • Legacy PFPs like CryptoPunks also making a comeback, what are its use case? Digital provenance? Aspirational items for HNWIs to flex as we spend most of our lives in the digital world anyway? • Tokenized trading cards + gacha. This is the biggest breakthrough in terms of collectibles. Projects like @Collector_Crypt, @Courtyard_io, and @PlayKamiApp put real graded cards onchain: rip a pack, get a vaulted slab as a token, sell back or ship • Non-card physical collectibles using the same pack/RWA pattern. @ripcarsio (Hot Wheels gacha) and @JurassicFi (tokenized dinosaur bones - did @Polychain founder @zxocw just ape this onchain though LOL) • zkSNARKs / ZEC NFTs: shielded identity” collection sold as the CryptoPunks of Zcash • NFTs as seats in a company, $IMD (@surfcoderepeat's new project): A peer-to-peer network of AI agents using Identity.md NFTs. Each NFT is one seat in the company, lets holder run a worker (Claude or Codex) that takes jobs from the network - answering oracle questions, writing contracts, reviewing other agents’ work. The token is the money layer. The NFT is the labor. Scattered brain thoughts: • Onchain collectibles allow people to store status that outsiders/normies already understand (Punks, PSA 10 cards) • Absorb crypto-native flow • Recycle speculation into the object (sweeps, buybacks, burns, royalties, agent fees) • Give a loop so that the NFT/collectibles are productive and can be used for other activities

Projects Fundraising on RootData (Jun 22 - Jun 28) Last week, 23 blockchain companies/projects received funding. 💎 @bitbank_inc — Cryptocurrency exchange, acquired by SBI Holdings in $289M. 💎 @fomo — Cross-chain trading app, raised $75M in Series B by @IndexVentures, @usv, @benchmark & others. 💎 @alliumlabs — Blockchain data infrastructure, raised $40M in Series B by @AmplifyPartners, @kleinerperkins & @TheoryVC. 💎 @OnyxOdds — Financial products for the compute economy, raised $33M in seed round by @a16zcrypto, @CrucibleCap, Galaxy Ventures & others. 💎 @OnyxOdds — Sports prediction and betting platform, raised $20M led by @Payward. 💎 @CNPYNetwork — Layer 1 development framework, raised $8.5M by @Arrington_Cap, @fenbushi, @snzholding & others. 💎 @CambrianNetwork — AI infrastructure agreements, raised $6M by @polychain, @FranklnTempletn, @NomadCapital_io & others. 💎 @TurboFlow_xyz — Onchain trading platform, raised $6M in seed round by @PanteraCapital, @DCGco and Susquehanna Crypto.

Almost 12 years ago, I left @DRWTrading with @wesarn_real to start @digitalasset. @ShaulKfir joined us shortly after. The name felt right. The idea was simple but audacious: build a global settlement system that is asset agnostic. One that doesn’t eliminate banks, exchanges, and intermediaries, but tears down the barriers keeping people from accessing assets and settling at a fraction of today’s cost. A new financial world, built for the end consumer. We knew institutional adoption was the path. We just didn’t know how long it would take. We failed. We made bad decisions. There are things we would have done differently. But we never let go of our North Star, even when people around us were convinced we had no idea what we were doing. That focus, conviction, and most of all, patience, led us to launching @CantonNetwork. And the results speak for themselves. Today is a new chapter in that story. I’m proud to announce that @a16zcrypto is leading our latest round, joined by some of the giants of the global financial system, including @ABNAMRO, ADIA, @apolloglobal, @BNPParibasCIB, @Broadridge, @citsecurities, @CMEVentures, @cbventures, Green Wolf Asset Management, @Hanwha_Official, @HSBC, @icapitalnetwork, @LCVentures, @OptiverGlobal, @polychain, @R136Ventures, @SPGlobal, @sbigroup, @smash_capital, @SoFi, @Tradeweb, and @WilliamBlair, and others we’ll be naming shortly. Twelve years ago, I could not have imagined building alongside partners of this caliber. $CC today processes the highest fees of any institutional blockchain network. And we’re just getting started. What’s coming later this year is just as exciting. None of this happens without the builders, the ones who show up to weekly tokenomics meetings, dial into operations subcommittees, spend nights and weekends building apps on Canton, and show up on @X to cheer this ecosystem forward. You are not just supporters. You are partners. I’m honored to be on this journey with you. On a personal note: @a16z hits differently for me. Ben’s book The Hard Thing About Hard Things was one I kept coming back to during the hard stretches. Having his firm lead this round is meaningful in a way that’s hard to put into words. So I’ll let him do it: “The hard thing isn’t setting a big, audacious goal. The hard thing is spending sleepless nights trying to achieve it. The hard thing isn’t dreaming big. The hard thing is waking up in the middle of the night in a cold sweat when the dream turns into a nightmare. Motivating yourself by watching YouTube shorts or Instagram reels isn’t the hard thing. The hard thing is working every day and being consistent even if you feel like shit. The hard thing isn’t boasting you could achieve anything. The hard thing is working like hell to achieve something. The hard thing isn’t believing in yourself. The hard thing is getting things done when nobody believes in you, even when you doubt yourself. The hard thing isn’t telling yourself that you must achieve the impossible. The hard thing is toiling hard every day for years despite knowing that success is too uncertain.”

watching the top 3 today these three are pulling ahead in the last 24h: 1. $POKECHAIN by @Pokechain_store 2. $LILGM by @nounishprof 3. $SHAHZ1BB by @0xShahzaib_ 1,000 USDC goes to the first new one who cracks the overall top 10. think you can catch them? 👀