Note
Welcome to daily issue of the Boba Brief Newsletter. This is last 24hrs in crypto, DeFi, macro, ai & tech world
MAJOR UPDATE

CRYPTO Brief
Base’s B20 just went LIVE. Its their own version of ERC-20.
Ripple partners with Kansas Athletics. Its the first crypto brand partnership with a major college athletics uniform.
RWA perps biggest month ever.

image from defilama
BNB chain is currently building a new L1 targeting 100k+ TPS 50ms transaction pre-confirmations. A probable testnet launch is coming end of 2026.
ESMA, European Securities and Markets Authority is launching a dedicated review process for crypto custody providers.
CFTC charged a North Carolina commodity and crypto pool operator for running a ponzi that milked over $14M from investors.

Kazakhstan President Tokayev signed a decree to develop the country’s digital asset industry.
Bitcoin and Ethereum exchange supplies are near historic lows.

Circle minted another 750M USDC on Solana today.
Strike introduced volatility-proof Bitcoin loans with no margin calls or price based liquidations.
Polygon hit a new weekly activity record of 7.5M transactions.

Bitmine just bought another 40,000 ETH worth $71.6M via Kraken and FalconX.
India’s Central bank is “leaning towards prohibition” pushing a new crypto policy.
Polymarket now accepts Bitcoin lightning deposits.
Robinhood Chain surpassed $100M in TVL just a week after launch.

REAL WORLD Brief
Google is set to prohibit all real money prediction market chrome extension starting August 1st, 2026.
Microsoft is starting to replace OpenAI and Anthropic with its own MAI models in products like Excel and Outlook.
SpaceX is rolling out Grok 4.5 today to the public. Its an Opus-class models which is faster, more token efficient and cheaper.
Central Bank of China bought the most gold since 2023 in June, added 480,000 troy ounces; meanwhile China’s humanoid robot output is set to top this year to 100,000 units.

Anthropic is planning to double its workforce to 1000 this year for which they are planning to lease a 16 story building in Hudson Square, Manhattan.
OpenAI GPT-5.6; SOL, Luna, Terra launching publicly today.
Muse Image now LIVE in MetaAI, an image generation model from Meta Superintelligence Labs and has already climbed top #2 on text-to-image in Arena ranking.

DEFI Brief
Morpho

Katana

TOP COINS in last 24hrs
Bitcoin, Tether, BNB, The Black Bull, XRP, LAB, Grass, Solana, Hyperliquid, TRON, Zcash
COINS I am watching
XRP $1.09
BITCOIN $62,000
ETH $1,734
SOLANA $77
HYPE $67


