
Crypto Research Morning Brief — July 29, 2026
1. OVERNIGHT MOVES
All crypto stories, newest first. 2442 stories curated by CryptoCatalyst.

1. OVERNIGHT MOVES

1inch has expanded its Aqua liquidity protocol to 13 blockchains, allowing liquidity providers to keep assets in their own wallets and use a single balance to back multiple positions without splitting capital across different pools.

Hyperliquid is capitalizing on the volume and depth of its order book by giving firms the option to compose with the platform’s shared liquidity, rather than fragmenting it. This move aims to make crypto derivatives more accessible and efficient for users.

EthSystems, a new startup spun out of the Ethereum Foundation in July 2026, is building privacy infrastructure to help banks and financial institutions use public blockchains without exposing sensitive data.

Ondo is shifting away from its blockchain for tokenized assets to focus on a private, high-speed trading network. This new network will power its perpetual futures platform and eventually support trading across onchain financial assets.

Zcash has locked down a $1.7 billion shielded pool after a critical upgrade. The move fixes a four-year-old counterfeiting bug in the Orchard protocol and introduces new withdrawal limits.

BlackRock, Fidelity, Goldman Sachs, Franklin Templeton, and SoFi have publicly endorsed the Clarity Act, a bill aimed at regulating crypto markets. The Senate's timeline for passing the bill is tightening, with a vote expected within weeks.

The Bank of Russia drafted rules establishing organized trading, equity requirements, and digital depositories for digital asset markets.

Morgan Stanley has introduced low-cost ether and solana exchange-traded products (ETPs), following the success of its bitcoin fund, which now holds over $381 million in assets. This move signals growing institutional interest in diversifying crypto investments beyond bitcoin.

1. OVERNIGHT MOVES

Coinbase CEO Brian Armstrong says AI agents will boost crypto adoption, highlighting Base's 100 million AI payments. The company is positioning itself as a leader in agentic finance, combining AI with blockchain technology.

Payward, the parent company of Kraken, has acquired Magic Labs' wallet business. The deal brings wallet technology to Payward's enterprise platform, potentially reducing the number of infrastructure providers businesses need to integrate with.

Circle, the issuer of the USDC stablecoin, has purchased nearly 1,000 blockchain-related patents from IBM. The deal covers technology in blockchain, banking, insurance, and cloud security, though financial details were not disclosed.

Securitize, a partner of BlackRock, has obtained an SEC adviser license, enhancing its ability to offer tokenized investment products. This move comes as regulators consider new rules for onchain securities. The license allows Securitize to advise on securities portfolios, a significant step for the tokenization industry.

Fanatics has bought a regulated exchange to build its own prediction market platform. This move comes as event-based trading grows in popularity across sports, finance, and crypto. The deal gives Fanatics control over its trading infrastructure, allowing it to offer more customized and compliant prediction markets.

A new malware called SparkKitty hides in mobile apps and scans photos for crypto wallet recovery phrases. Security firm Check Point detailed how it steals cryptocurrency by targeting seed phrases stored in images.

Regulated perpetual futures are now available in the U.S., but big banks are waiting for better liquidity and clearer rules. Meanwhile, crypto exchanges and trading firms are moving quickly to meet high retail demand.

Lido, the largest liquid staking provider, has begun consolidating 8 million ETH (worth about $16.5 billion) to reduce its validator count by one-third. For the first time, professional node operators must post bonds, aiming to improve network efficiency and security.

The enterprise AI market is dividing into two paths: closed-source models for performance and open-weight models for control. SERV is positioning itself to serve both. This split reflects broader industry trends as companies balance convenience with customization.

1. OVERNIGHT MOVES

The European Union has added HTX and seven other crypto platforms to its sanctions list against Russia. Transactions with these platforms will be banned starting August 23, 2026. The other platforms include EXMO, Rapira, BitPapa, Aifory Pro, WhiteBird, NoOnecrypto, and Exnode.

Fidelity has called on the US Senate to pass the CLARITY Act, a bill aimed at providing regulatory clarity for the crypto market. This move comes as part of a broader industry effort to establish a clear market structure for digital assets.

The Senate has just two weeks left to pass the Crypto Clarity Act before its summer recess. The bill aims to provide regulatory clarity for the crypto industry, but key hurdles remain.

Three major crypto advocacy groups—the Blockchain Association, the Chamber of Digital Commerce, and the Crypto Council for Innovation—have written to Senate leaders urging support for the Clarity Act, a bill that would establish a clear regulatory framework for digital asset markets.