The Next Meta in Crypto: Robotics [link]

Why it matters With Trump prioritizing robotics, the sector is poised to become the defining crypto narrative of 2026. Yet, this goes beyond market hype. Blockchain provides the critical infrastructure to solve AI’s “data cliff”—crowdsourcing the physical-world training data that cannot be scraped from the web.

The Takeaway You gain a blueprint of the “Robot Economy,” where decentralized networks solve engineering bottlenecks in data (PrismaX), orchestration (Sui), and operating systems (Openmind). The insight is clear: while blockchain is optional for humans, it is the inevitable backbone for autonomous robots to operate and trade.

Explore the convergence of Crypto and Robotics →

Why Crypto Indexes Matter [link]

Why it matters With “Strategy” facing exclusion from the MSCI index, the power of index is clear: they dictate where trillions flow. Yet, crypto faces a structural gap. Unlike Wall Street, which relies on trusted standards like the S&P 500, crypto lacks a verified backbone, forcing capital to rely on crude proxies like Bitcoin.

The Takeaway You gain a clear map of the race to build crypto’s S&P 500—from Bitwise (Institutional) to Mantle (On-chain). The insight is stark: The tech exists, but trust does not. Until the market defines “verified” assets, indexes will lag behind raw speculation.

Explore the future of crypto index →

Buy Bitcoin Now, But Take Care [link]

Why it matters Bitcoin failed to break $100k and is drifting under $90k. This isn’t just a lull—it is a critical reset. With speculative leverage flushed out to April lows, the market offers a rare “fair zone” entry, but it sits dangerously close to a structural break.

The Takeaway You get a tactical setup: Buy now while valuations are cool (MVRV 1.17), but keep a tight leash. The strategy is binary—hold above $87.9k (Active Realized Price), or exit immediately if it breaks. A fall below $84k risks a market collapse.

Read the full strategy →

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Explaining Fishing Net Pumping in Korean Crypto Trading [link]

Upbit, Korea’s largest CEX, got hacked. Upbit suspended deposits and withdrawals for SOL-related tokens ($ORCA, $RAY, $MET2, etc.). Did this trigger a bank run? No. It sparked what Korean traders call “Gadu-ri Pumping” (fishing net pumping).

See this unique Korean trading phenomenon →

Sign: From Community to Government [link]

Sign brings TokenTable and Sign Protocol to government infrastructure. TokenTable distributed $3B+ in tokens to 55M+ users. Sign Protocol verifies identity on-chain. Both now power government systems. Government business sounds unsexy. But it delivers massive markets and stable revenue.

See how Sign turn unsexy opportunities into sexy wins →

Will Bitcoin’s Drop to 80K Break Strategy’s Model? [link]

Everyone fears Strategy. They hold enough Bitcoin to move markets—hero or single point of failure. Today’s panic: they’re selling, market collapsed. But nobody reads the 10-K, only estimates and discusses.

See if Strategy can actually go bankrupt →

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Crypto’s Hidden Shift: Buybacks [link]

Everyone treats buybacks as the default strategy now. Hyperliquid did 99%, Uniswap follows, every project plans one. All celebrate buybacks are back. But they miss what changed: the SEC never approved buybacks. The question changed.

The proof: In 2022, Gensler asked “do you share profit?” In 2025, Atkins asks “who controls the code?” Ripple’s 2023 case showed one token qualifies as security or not based on how it’s sold.

Uniswap’s November 2025 proposal burns through smart contracts, not foundation wallets. Foundation can’t touch it.

See how control structure unlocks buybacks →

How Gradient Broke Big Tech’s AI Lock [link]

Everyone worries about API access cuts. But they miss what actually breaks the lock. In 2025, Anthropic killed Windsurf’s Claude access—instant paralysis. Most teams think you escape by buying GPUs. Wrong. You escape by building the stack that connects any device anywhere.

Run models without data centers, train AI without permission. Gradient’s stack connects any device—Lattica punches through firewalls, Parallax divides work, Echo trains on consumer GPUs. UC Berkeley researchers proved it for $10M. Pantera and Multicoin backed it. Teams who control their infrastructure decide their future, not Big Tech.

See how Gradient breaks dependency →

Korea Debates Rules. Market ships stablecoins. [link]

Everyone watches the bank vs non-bank fight in Korea’s National Assembly. But they miss the real block: regulatory turf wars.

BOK wants monetary control. FSC wants licensing power. MOEF wants forex oversight. Three agencies fight for budget and staff. And this pattern repeats: 2020 payment systems, 2024 digital assets, now 2025 stablecoins.

Same fight every time. While other countries have finished legislation, Korea still on theoretical debates.

See how regulation delayed innovation →

ICOs Returned. The Fairness Fight Didn’t. [link]

Everyone celebrates public sales coming back with KYC and compliance. All claim fairness. But no one agrees on what fair means.

The proof shows the split: Legion’s Yield Basis got 67k applicants, sparked influencer allocation controversy. Buidlpad requires staking TVL—capital buys access. Kaito gives Yap holders priority—social clout wins. Each model solves one problem, creates another. Teams who pick their fairness model first avoid fighting four battles at once.

See why allocation models determine survival →

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• Stream’s xUSD collapse wiped out MEV Capital, crashed Elixir’s deUSD, and damaged Compound. One failed protocol triggered chain liquidations across DeFi’s leverage stack.

• But investors still chase high APY without checking risks. Chasing 5% extra yield can erase 100% of your capital.

→ Learn what happened on xUSD

Will Quantum Computers Break Bitcoin? [Link]

• Quantum computers crack your Bitcoin wallet in 5-7 years. 30% of wallets already at risk from exposed public keys.

• Google and AWS deployed quantum protection. Bitcoin designed a hybrid migration plan but faces a critical governance challenge.

→ Check if your wallet survives Q-Day

OpenMind: Preparing for the Age of Everyday Robotics [Link]

• Neo launched, robots enter homes now. Crypto sees robotics as next narrative. But too many robots evolve without unified system. Different brands can’t cooperate.

• OpenMind raised $20M to fix this. OM1 makes all robots speak same language. FABRIC connects them on blockchain. Robots cooperate, verify work, pay each other in crypto.

→ Learn how OpenMind powers the robotics narrative

Definitive: 50+ Institutions’ Choice for DeFi on Base and Beyond [Link]

• Base ecosystem drives crypto’s institutional wave. Definitive built by Coinbase Prime team, backed by Coinbase Ventures, now serves 50+ hedge funds and VCs with billions in trading volume.

• Definitive offers advanced order types: TWAP, limits, stop-loss. Compares prices across 100+ DEXs to deliver best execution. Not just for institutions. Retail accesses same tools with lower fees, cross-chain swaps, one-click trades.

→ See Definitive’s position in Base narrative

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Welcome to Tiger Research Weekly.

Every Monday, we break down what moves crypto markets and explain why it matters. This week, Bitcoin drops 20% while our $200K target holds, Stream’s xUSD fallout exposes DeFi’s risk curators, and Coinbase quietly builds a full Web3 stack.

Markets move fast. Clarity matters most.

Let’s dive in.

• Bitcoin fell below $100,000, declining 20%+ from October highs following $19B in leveraged position liquidations

• Japan’s megabanks launched a government backed digital yen pilot to cut cross border payment costs.

• The U.S. government shutdown reached 38 days, locking about $1T in Treasury accounts and draining liquidity.

• Emerging signs of a resolution this week boost expectations that liquidity will return to risk assets including crypto.

Risk Curator

• What they are: Risk curators control how capital flows and how much risk DeFi lending pools take. They set collateral rules, interest rates, and decide which assets to lend or borrow.

• Why they matter: Poor risk curators cause bad exposure and sudden losses (as seen in Stream’s xUSD depeg). One failure quickly spreads fear across DeFi.

• The challenge: DeFi collapses can spread fast. Investor trust now depends on curator credibility, but transparent verification is still missing.

Bitcoin Drops 20%, Maintains $200K Target Price

• Bitcoin dropped to $100K after macro shocks and record liquidations. The $100K zone now tests real demand and leverage reset.

• Global liquidity keeps rising, institutions keep buying, and strong fundamentals support the 200K target.fundamentals stay strong.

Go deeper

Coinbase Built x402’s Payment Infrastructure

• x402 lets AI pay for data and services without human approval.

• Coinbase uses it to move the web from ads to real transactions between machines.

Go deeper

Coinbase Built Complete Web3 Vertical Stack

• Liquifi manages tokens, Echo raises capital, and Base runs projects as one connected flow.

• Their combined activity strengthens the Base ecosystem and builds value for the future $BASE token.

Go deeper

2025 KRW Stablecoins Status

• Korea’s stablecoin market advances ahead of regulation as major players race to issue won-backed tokens.

• Banks, tech firms, and global projects test networks while regulators debate control, letting first movers shape the market.

Go deeper

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