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Thursday links: Points, pancakes, DATs and merger arb
Airlines defend their rewards moat, Binance courts favor over breakfast, DAT fees pile up and systematic thinking...

The state of Solana in 6 charts
ETF flows slow, REV stagnates, Pump strikes back and Drift punches up...

Should the Fed cut 50bps in September?
We’re beginning to price in the chance of not just a 25 basis point cut, but a 50 bps one...

Why Circle chose an L1 — and what it means for Ethereum
Does Circle’s Arc threaten Ethereum’s “stablecoin chain” moat, or does EVM gravity pull flows back anyway?...

Google involved in BTC miner TeraWulf’s ‘standout’ hosting deal
Tech giant’s part in long-term HPC agreement gives it “more financial certainty” than other deals, consulting firm exec argues...

Solana-compatible Star Atlas L1 plots December launch
The new SVM chain Zink uses zk tech and promises universal account profiles...

Crypto funding tops $6B in July: Blockworks Research
DATs contributed to the increase in funding in July, which topped levels not seen since 2021...

A regulator’s radical defense of privacy
An SEC commissioner walks into a cypherpunk meetup…...

Yield-bearing margin arrives on Drift
Maple’s syrupUSDC will let traders earn passive income while using it to back perp positions on Solana...

Bullish closes 89% above IPO price after up-and-down NYSE debut
The platform’s bitcoin treasury gives it “competitive positioning” in spot and derivatives markets, VanEck portfolio manager says...

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