we just kicked off our Founder Vault Cohort + 30 teams showed up on the first workshop about positioning and messaging frameworks by me and @shannholmberg so much alpha, we will share some clips we got 3 more workshops over the next few weeks and the next workshop will be with @turtledotxyz and their team on LP deals and incentives very excited for this initiative and very bullish on the teams building in this vault space!

Every cycle runs the same playbook. @TimHaldorsson is writing an opinion piece with a simple thesis: this bull run will be driven by revenue. The projects generating real revenue will be pulling ahead. @Alex__Radu from @pulsarmoneyapp adds: you cannot grow long-term and stay sustainable without a sound business model.

The feed is losing ground as the primary surface for brand discovery in crypto. @TimHaldorsson and @mr_luka are sitting down with @atlaz_karim and @danicerullo from @themiracle_io this Thursday to talk about what comes next and what brand distribution inside the wallet looks like in practice. Lunar Live · Thursday · 11:00 AM CET.

Competing with the big players by going where they don't. @pulsarmoneyapp is launching in 80+ countries, focusing on specific geographies and payment corridors where the major players simply have no presence. The regions left behind by the big names are the starting point.

The first wave of neobanks in crypto ended badly. Deposits held by the company, IOUs to users, FTX era lessons learned the hard way. @TimHaldorsson and @Alex__Radu from @pulsarmoneyapp on where the space has landed since then: non-custodial infrastructure where users own their funds directly, wrapped in an experience as simple as signing up with an email. No private key anxiety. No crypto complexity. Just ownership that means something.

Vault Accelerator 2026 kicks off this week After the success of the first cohort, we’re running another one together with @turtledotxyz. This time, focused on GTM for vaults, neobanks, DEXes, and anyone looking to scale TVL and LP networks. Everything you need to turn attention into lasting liquidity.

AI SEO is key for the next few years we're seeing more and more of our traffic come from AI search right now we're 2nd on marketing agency when it comes to AI search how did we get here? 3 main factors > our blog (200+ articles) > backlinks from reputable other websites > reviews on clutch and other directories this is one of the most underrated distribution channels there is, and most people overlook it as it doesnt yield results over night right now we're getting around 8,000 monthly organic visitors which is very good, proud of the team for keep pushing on the SEO / AI search side of things @LunarStrategy

At last week's Canton Ecosystem Roundtable, @AkashGauravX, founder of @PalladiumLabs, made a point worth sitting with. Privacy and composability are framed as a trade-off in crypto. Traditional markets never saw it that way. Composability requires participants to reach a consistent outcome, and Canton is already doing that.

Institutional networks still have retail users, and that changed how @stan_havryliuk, CEO of @OneSwapCC, thought about entering Canton. Retail gives you leverage with asset issuers, organic traffic, and real volume from day one. Full institutional licensing takes years. Starting with retail and scaling up is how you move fast.

The insurance industry still runs on paper, scans, and faxes in 2026. @JL_Pellerin from @trize_io explained why T-RIZE and Chainlink bringing proof of insurance onchain changes the game for institutional RWA. The same way the internet killed the fax, onchain insurance proofs remove one of the last trust barriers for institutions.

Compliance is the moat fintech projects underestimate until it's too late. You can have the best marketing, the best influencers, the best product, and still lose users. In markets like Brazil, regulation touches every step. Tracking how it shifts and moving early might be the most important call a founder makes.

Yield, cards, and cashback get users in the door. Education keeps them there. In Latam, crypto has moved from scam to regulated product, but the knowledge gap between those two points is still massive. The next breakout projects will treat education as a core part of the product.

Weekly Funding Recap @MicroStrategy raised $263.5M in a post-IPO round, its latest treasury move. Here's what else moved: ➤ @augustus_bank raised $180M Series B at a $1B valuation for USD clearing and payments infra. ➤ @worldnetwork raised $52.5M in a private token sale. ➤ @K25dotai raised at a $200M valuation for AI-oracle sports prediction markets. ➤ Cordant raised $8M seed for real-time financial infra command centers. ➤ @TenorFinance raised an extended seed for its fixed-rate lending protocol on Base. ➤ @memecoin_fun_ raised $3.5M Series A for its launchpad on Robinhood Chain. ➤ @ILITY_xyz raised $1M strategic at an $80M valuation for zk cross-chain data verification ➤ @notabene_id raised strategic funding for Travel Rule compliance. ➤ @thetieio acquired @stakingrewards, adding staking data and analytics ➤ @thetieio also acquired @Liquidity_Land, picking up its TVL-bootstrapping layer ➤ @Bybit_Official acquired @usenobi, expanding into regulated Indonesia exchange access ➤ Premia acquired Raven Market, adding a decentralized options protocol from Canton Network ➤ @Unserious_Inc acquired @creepz, bringing the NFT IP into its Web3 brand portfolio 13 deals announced this week, totaling $507.5M. Payments, compliance, and prediction markets led the week.

Launching a financial product in a new market is a compliance problem before it's a marketing problem. Verify what's possible. Build around the constraints. Find the right user for that market. Then simplify the language until it's impossible to misunderstand. The simpler the communication, the further it goes.

Canton Network Weekly Recap - Week 1 of July @Tradeweb executed the first real-time buy-sell of an on-chain U.S. Treasury against USDCx on Canton. Live transaction. Builds directly toward DTCC's Tokenization Service launch on Canton later this year. That's where the week started. Here's the rest: ➤ @cantor8 signed KB Financial Group - South Korea's largest financial holding company, $580B in assets - to build on Canton ➤ @AlpendHQ hit $1M TVL less than 24 hours after reopening deposits. At capacity ➤ @Canborsa_DEX is fully live. $MSFT, $META, $GOOGL, $AMZN, $AMD tradeable. Leverage up to 30x ➤ @Oneswapcc first wallet week: 1,000+ swaps, 4,000+ transactions, 1,200+ wallets ➤ @cancore_io hit 25,000 community members ➤ @hectoinc Predictions V2 coming end of July. Priority access for Allocator participants ➤ @silvana_book shipped V2 - new UX, new trading terminal on Canton ➤ @edeldotfinance x @supanova_app - 1,000 wallet access codes live ➤ @HandlPay added $EDELx in-app. Receive, hold, or swap for $HANDL directly ➤ @grofty_labs wallet early access open via Chrome extension ➤ @Cashen_cc x @cantontools wrapped - 1,877 participants, 110K+ impressions ➤ @tradecraftfi integrated @TritemiusLabs for wallet liquidity access $58.5M in fees in 30 days. @CantonNetwork works. The only question left is who builds on it next.