DWF Labs (@DWFLabs): June 2026 Recap

June 2026 Recap June was a month of research and market insights. We unpacked stablecoin velocity in Eyes on the Market Vol. 13, @DWFVentures covered Hermes and the future of AI agents, and also broke down the state of tokenized assets and where value-capture opportunities lie. @ag_dwf weighed in on the market's restructuring and was featured in @Reuters covering @Strategy. Catch up with us 👇 Thought Leadership & Media @ag_dwf was quoted in @Reuters on Strategy's Bitcoin holdings. Andrei laid out the two paths: Strategy sells Bitcoin, or shares fall far enough that someone takes control to obtain Bitcoin below market value. Read more: https://www.reuters.com/business/finance/strategys-valuation-falls-below-bitcoin-holdings-crypto-sentiment-sours-2026-06-29/ @ag_dwf published "The Great Restructuring", covering how the market is sorting builders from extractors, and why the next cycle belongs to teams shipping productive infrastructure rather than ones chasing flows. @ag_dwf also was featured in an interview discussing fUSD, US regulatory trendsetting, and what comes next for the stablecoin stack. @ag_dwf was featured on @TheSujalShow in an interview covering DWF Labs, market structure, and where we are focused on next. We discussed Bitcoin's market structure in @DecryptMedia, covering where it stands as an asset while institutional adoption grows. Read the full article: https://decrypt.co/370495/this-is-bitcoins-shallowest-bear-market-but-is-the-bottom-in @AlessiaBaumgar, VP of Ecosystems, joined @Ask_ORO, sharing about DWF Labs and its role across market making, OTC, and project investments, as well as her market outlook for the rest of 2026. Alessia also represented DWF Labs at @CointelegraphAc's pitch workshop, giving feedback to founders on positioning, growth, and fundraising. Research We published Eyes on the Market Vol. 13 covering stablecoins: supply growth is the headline, but velocity is the story. The piece breaks down how stablecoins are actually moving and what that means for the next phase of onchain settlement. @DWFVentures published a deep dive on the Hermes AI agent. The article covered current gaps in AI agent offerings, memory layers and ranking systems, and a comparison with other AI models on the market. @DWFVentures also published "Tokenization: Who Actually Captures the Value?" - a deep dive on the categories of onchain assets, the liquidity problem facing tokenized markets, and where opportunities lie across the stack. Data Hyperliquid's monthly revenue share has grown ~5x since November 2024. The data points across June show that capital is rotating toward productive onchain infrastructure, regardless of broader sentiment. We're always building. See you in July 🛠️