ETF inflows continue, crypto can be used for mortgages, Kalshi raises at $2bn
Crypto
* BTC: 107.2k (0%), ETH: 2445 (+1%), SOL: 143 (-2%) * Top Gainers: KAS, BCH, FLR, ETH, BGB * BTC ETFs: +$548mn, ETH ETFs: +$60mn * BTC makes full recovery from last week’s dip * ETF inflows continue to soar for BTC & ETH * Circle continues to fall, dips below $200 * US could allow mortgages secured by crypto * White House teases ‘accumulation plan’ for BTC * SEC really mishandled BTC ETFs: Pierce * Metaplanet buys $133m BTC * Kalshi raises $185m at $2bn valuation * Gamestop raises $2.7bn debt financing to buy BTC * New $1b firm being launched to buy crypto * Bit Digital to become pure ETH staking, treasury co. * Invesco Galaxy files for SOL ETF * Republic sells tokens mirroring SpaceX shares * Animoca launches L1 chain for identity, data * SoFi Tech relaunches spot crypto trading * SynFutures intros perps for gold, oil with 10x leverage
Macro & General
* NASDAQ: 19.9k (0%), Gold: 3361 (+1%) * Futures tick higher as S&P 500 near new ATH * US tech stocks got 1 year high $4.4b inflows last week * IIs bought tech stocks at fastest pace ever last week * Nvidia hits ATH, now world’s most valuable company * There will be 7 rate cuts in 2026: Morgan Stanley * USD hits March 2022 lows * Interviewing 3-4 people to replace Powell: Trump * Fed releases plan to ease bank capital rule * Consumers pessimism on labor market at 4yr high * US treasury budget deficit reach 3rd largest ever * NATO to boost defence spending * Israel stocks continues to hit new ATHs * Platinum hits 11 year high
Left Curve Corner
* Hot coins: CHILLHOUSE, SIX, MOR * Hot NFTs: Punkism, Deafbeef, AbstraUniverse * Canary files for PENGU, Pudgy Penguins NFT ETF * CHILLHOUSE $20m, pumps on crypto mortgage news * Astroverse launches $1m Builder Accelerator * Moonberg launches new airdrop campaign * Hashcrash launches on Abstract
@YEET: Crypto’s Casino Nearing $200m in lifetime volume!
Dominasi BTC naik, saham Circle anjlok, Mamdani memenangkan perlombaan NYC
Kripto
* BTC: 106.7k (+1%), ETH: 2425 (0%), SOL: 146 (+1%) * Peningkatan Teratas: PI, APT, SEI, SPX, FARTCOIN * ETF BTC: +$589mn, ETF ETH: +$71mn * Dominasi BTC mendekati 66%, SEI memimpin L1 * Opsi BTC senilai $14b akan kadaluarsa pada hari Jumat * Bank bebas melakukan aktivitas kripto: Powell * Green Minerals akan mengumpulkan $1.2bn untuk membeli BTC * Sharplink membeli ETH senilai $30m lagi * ProCap Pomp membeli BTC senilai $386.5m * Nano Labs mengumpulkan $500m untuk membeli BNB * Aurora Mobile mengumumkan cadangan kripto * Chainlink, Mastercard berkolaborasi untuk trading onchain * Saham Circle anjlok setelah kritik BIS terhadap stablecoin * Barclays melarang pelanggan dari transaksi kripto * Polymarket mendekati penggalangan dana $200m, valuasi lebih dari $1bn * Tether kini menjadi pemegang saham terbesar kedua Juventus * Ledger SAS akan mensponsori San Antonio Spurs * Flashnet, Brale akan meluncurkan stablecoin USDB * Pengadilan memperpanjang moratorium utang WazirX * Aptos, Jump Crypto meluncurkan jaringan penyimpanan panas * Korea Selatan bekerja sama dengan 8 bank untuk meluncurkan stablecoin * Jepang berusaha membersihkan jalan untuk ETF kripto, kejelasan pajak
Makro & Umum
* NASDAQ: 19.9k (+1%), Emas: 3337 (0%) * Futures stabil, S&P 500 1% dari ATH * Semua jalan menuju ATH di saham: JP Morgan * $1.1T panggilan S&P diperdagangkan pada hari Senin, dalam 10 besar sepanjang masa * Kepercayaan konsumen AS lebih rendah dari semua perkiraan * Minyak kembali ke level sebelum serangan Israel-Iran * Powell tidak memberikan sinyal pemotongan suku bunga * Powell memperkirakan inflasi tarif lebih banyak pada bulan Juni * Peluang pemotongan suku bunga pada FOMC September mencapai 85% * USD mendekati level terendah awal 2022 * BoJ terpecah tentang jeda suku bunga, risiko inflasi * Batas waktu pajak & perdagangan mendekat dalam 2 minggu ke depan * Program nuklir Iran mundur beberapa dekade: Trump * PBOC akan menyuntikkan likuiditas CNY 300b melalui Alat Pinjaman * Platinum mencapai level tertinggi dalam dekade * Mamdani memenangkan perlombaan walikota New York
Sudut Kurva Kiri
* Koin panas: STONKS * NFT panas: Creepz, The Broken Keys * Gondi meluncurkan marketplace NFT * 'Bentuk Pepe' Arsonic mencapai 2.5k mint dalam setengah hari * NEWT jatuh 1 jam setelah airdrop
@YEET: Kasino Kripto Baru saja melewati $185m dalam volume seumur hidup!
Crypto soars, Israel-Iran ceasefire, Texas set to buy BTC
Crypto
* BTC: 105.2k (+4%), ETH: 2405 (+7%), SOL: 144 (+8%) * Top Gainers: SEI, SPX, S, VIRTUAL, JUP, INJ * BTC ETFs: +$351mn, ETH ETFs: +$101mn * Alts lead crypto rally on Israel-Iran ceasefire * Fed officially ends reputational risk oversight * Texas to buy $10m BTC for reserve * US to consider crypto for federal housing mortgages * Metaplanet to inject $5bn in US sub to buy BTC * Pompalino raises $750m for BTC treasury company * Fiserv launches FIUSD stablecoin on Solana * HYPE now 77% of perp dex volume * Circle flips USDC in market cap * USDT supply on TRON surpasses $80b * DFDV tokenizes its stock, collabs with Kraken * GTE raises $15m Serie A funding for exchange * TIA founder claims $100m in treasury
Macro & General
* NASDAQ: 19.6k (+1%), Gold: 3338 (-2%) * Futures higher on Israel-Iran ceasefire, oil plunges * Iran gave advanced notice of attack on US bases * Odds of Khamanei out in Iran spiking * Trump warns Iran & Israel over ceasefire violation * US stocks set for 3rd largest inflows ever in 2025 * Short interest in US stocks highest since 2020 * Tesla pumps 10% on robotaxi launch * US economic indicators still signalling recession * Fed’s Bowman open to rate cuts in July * Odds of rate cut by Sep FOMC hit 80% * China’s US treasury holdings at lowest since 2009
Left Curve Corner
* Hot coins: USELESS, HOSICO, DOG, WIF, BONK, SPX * Hot NFTs: Creepz, Moriusa * SPX, BONK, WIF lead bounce in major memes * USELESS $140m, hits ATH in SOL memes * Memecoin was down 30% from peak to $48bn * New firm being launched to build BNB reserves * Unicoin to launch altcoin treasury, buying Diamond Lake
@YEET: Crypto’s Casino Just passed $185m in lifetime volume!
AS membombardir Iran, kripto anjlok lalu rebound, rally Circle terus berlanjut
Kripto
* BTC: 101.6k (-4%), ETH: 2260 (-12%), SOL: 134 (-9%) * Pemenang Teratas: IP, S, KAIA, SPX, FARTCOIN * ETF BTC: +$6 juta, ETF ETH: -$11 juta * Kripto anjlok setelah AS membombardir pabrik Fordow di Iran * BTC turun menjadi $98k sebelum rebound * HYPE, FARTCOIN unggul meskipun kripto anjlok * $1 miliar likuidasi dalam 24 jam * Saham Circle terus naik, mencapai $260 * Bloomberg memprediksi sebagian besar ETF kripto akan disetujui * Cadangan BTC Texas ditandatangani menjadi undang-undang * Metaplanet membeli $111 juta BTC * Cardone membeli 1k BTC, untuk membeli 3k lebih banyak di 2025 * BTC menjadi $21 juta dalam 21 tahun: Saylor * SOL, Aptos dipilih untuk proyek stablecoin Wyoming * Coinbase mendapatkan lisensi MiCA di Eropa * Reddit mempertimbangkan penggunaan teknologi WLD * Jupiter menunda suara DAO terkait keruntuhan kepercayaan * OKX mempertimbangkan IPO AS * Norwegia akan mempertimbangkan larangan penambangan kripto
Makro & Umum
* NASDAQ: 19.5k (0%), Emas: 3375 (-1%) * Minggu ini: Powell berbicara, Inflasi dan data PDB Q1 * Minyak & saham stabil setelah AS membombardir Iran * Kerusakan pada fasilitas nuklir Iran monumental: Trump * Perubahan rezim bisa Membuat Iran Besar Lagi: Trump * Parlemen Iran memilih untuk menutup Selat Hormuz * AS ingin China menghentikan penutupan Selat Hormuz * Negara-negara siap memasok Iran dengan nuklir: Medvedev * Peluang pemotongan suku bunga Fed September melonjak menjadi 71% * Trump meningkatkan serangan terhadap Powell * AS kini membayar $3.3 miliar bunga per hari * Konsumen AS memperkirakan inflasi 7.3% dalam setahun * Emas berada di jalur untuk ATH $80 miliar arus masuk pada 2025 * Jarak penjualan rumah dan harga daftar di AS terbesar yang pernah ada * Robotaxi Tesla diluncurkan hari ini dengan biaya tetap $4.2
Pojok Kurva Kiri
* Koin panas: USDUC, FARTCOIN, SPX * NFT panas: Openpen * Penjualan token Plasma 40 hari sebelum peluncuran mainnet * Proyek NFT menghasilkan $10 juta dari stiker Telegram * CryptoPunks turun 30% dalam 10 hari * Dua minuman REKT terjual habis berturut-turut di LA 7-Elevens * Koin meme SOL menunjukkan kekuatan di pasar yang lemah * EPIK berputar ke 'akar degen dan roda penggerak'
@YEET: Kasino Kripto Baru saja melewati $185 juta dalam volume seumur hidup!
Crypto meningkat, keluarga Trump mengurangi kepemilikan WLFI, token PumpFun ditunda
Crypto
* BTC: 106k (+1%), ETH: 2550 (+1%), SOL: 148 (+1%) * Pemenang Teratas: KAIA, SEI, GT, BCH, STX * ETF BTC: $0mn, ETF ETH: $0mn * Crypto meningkat di tengah volatilitas makro * Circle terus mendorong lebih tinggi setelah Undang-Undang GENIUS * Arizona meloloskan undang-undang cadangan crypto * Pembelian BTC melonjak di Jepang sebagai lindung nilai JPY * Semler Scientific berencana membeli 105k BTC dalam 3 tahun * Revolut mempertimbangkan stablecoin miliknya sendiri * Keluarga Trump mengurangi kepemilikan WLFI menjadi 40% * Animoca, StanChart, HKT akan berkolaborasi untuk stablecoin * TRON membalikkan kapitalisasi pasar DOGE * Visa memperluas stablecoin ke EMEA * Kraken meluncurkan staking BTC * Putaran OTC palsu melihat $50m dicuri * Tether mengusulkan perbaikan untuk eksploitasi kata sandi
Makro & Umum
* NASDAQ: 19.5k (0%), Emas: 3375 (-1%) * Trump akan memutuskan tentang Iran dalam 2 minggu * Menlu Iran bertemu Menlu Inggris, Perancis & Jerman * Ekspor minyak Iran melonjak * Peluang pemotongan suku bunga Fed bulan Juli turun menjadi 8% * Masih bisa memotong suku bunga di pertemuan berikutnya: Waller dari Fed * Utang nasional AS melampaui $37T untuk pertama kalinya * Terlalu banyak hari libur yang tidak bekerja di AS: Trump * 16 miliar login bocor dari situs media sosial besar * AS melanjutkan penerbitan visa untuk siswa asing * X akan menawarkan perdagangan dalam dorongan ‘super app’ * Meta ingin membeli startup Sutskever seharga $32 miliar
Left Curve Corner
* Koin panas: GOR * NFT panas: Moonbirds, Larva Lads, DX Terminal * Token PumpFun ditunda hingga bulan depan * Mainnet Plasma akan datang ‘akhir musim panas’ * GOR melonjak ke $35m, terkait dengan Toly * BCH naik 20% minggu ini, lonjakan volume 500% * minuman rekt terjual habis dalam peluncuran minuman 7-Eleven
@YEET: Kasino Crypto Baru saja melewati $175 juta dalam volume seumur hidup!
Circle pumps, Trump waiting on Iran action, Fed to wait & see
Crypto
* BTC: 104.9k (0%), ETH: 2530 (0%), SOL: 146 (-1%) * Top Gainers: OKB, SEI, UNI, KAIA, INJ * BTC ETFs: +$388mn, ETH ETFs: +$19mn * Crypto volatile as Israel-Iran strikes continue * Circle stock pumps on GENIUS Act passing * Crypto is future, and we’ll own it: Trump * Trump urges House to pass GENIUS Act * Ohio exempts BTC payments under $200 from taxes * Stablecoin market cap exceeds $250bn * CryptoCom, Deribit to accept BUIDL as collateral * Coinbase to allow USDC to be used as collateral * ‘Coinbase Payments’ launched, stock pops * SOL Strategies to go public in the US * Lion Group raises $600m for HYPE treasury * Jump Trading plans reentry into crypto * Brokerage FalconX in talks for IPO * Crypto lenders now hold $60b in assets * First spot XRP ETF launches in Canada
Macro & General
* NASDAQ: 19.5k (0%), Gold: 3385 (-1%) * Fed leaves rates unchanged * Fed expects lower growth, higher inflation * Trump continues pressuring Powell to cut rates * Trump approved Iran actions but still waiting * I don’t want to get involved with Iran: Trump * UK to follow US if it enters Israel-Iran war * House tax bill set to raise deficit $2.8T * BoJ shrinking balance sheet at record pace * Foreign holdings of US debt still near record high * SNB cuts rates to zero to stop Franc inflows * Dollar on track for worst H1 in 40 years * Apple will buy lot of Trump Gold Cards: Trump * Platinum hits decade high * SpaceX Starship 36 explodes during test
Left Curve Corner
* Hot coins: AURA, BID, FUN * Hot NFTs: Gristle buddeez, Bad Buunz * Myriad launches S2 with rev share, 0% sell fee * Blockworks announce token transparency framework * Ink Foundation to launch Ink token * Fetch foundation to buy back $50m FET
@YEET: Crypto’s Casino Just passed $175m in lifetime volume!
Trump spooks markets, JP Morgan stablecoin coming, Tron to IPO
Crypto
* BTC: 106k (-2%), ETH: 2550 (-3%), SOL: 151 (-3%) * Top Gainers: BCH, XMR, TRX, AB, XRP * BTC ETFs: +$409mn, ETH ETFs: +$21mn * Crypto falls after Trump’s comments on Tehran * Strategy buys $1.08b BTC * JP Morgan files trademark for stablecoin * Tron to IPO after US pauses probe in its founder * Eric Trump could take a role at Tron * Trump’s Truth Social files for dual BTC, ETH ETF * Coinshares files S-1 for spot SOL ETF * BTC Maximalism era coming to an end: Garzik * SOL tech better than ETH tech: Cantor Fitzgerald * France could integrate BTC mining into energy infra
Macro & General
* NASDAQ: 19.7k (+1%), Gold: 3404 (0%) * Futures slip after Trump calls for Tehran evacuation * Trump still indicates room for Iran-Israel deal * Odds of US-Iran nuclear deal surges to 50% * Trump leaves G7 early, criticises Macron * Oil markets still price in short-lived conflict * OpenAI & Microsoft execs at war: WSJ * Foreign inflows to US assets are re-accelerating * BoJ holds rates, plans slower pull-back from bonds * US, UK finalise sign new trade deal * US, Canada agree on lower tariffs * Trump Org launches US made Trump Mobile * US pushes Vietnam to decouple from China tech * Soybean Oil prices parabolic * Air India crash leads to $475m insurance claim
Left Curve Corner
* Hot coins: TIBBIR, ZEX * Hot NFTs: XCOPY Editions, Creepz * Major memes fall 5-15%, SPX down 15% * PumpFun account suspended on X * PumpFun token indicated at $6bn pre-market * HYPE falls as borrowing rates & OI push higher * TIBBIR pumps to $130m, new ATH
@YEET: Crypto’s Casino Just passed $170m in lifetime volume!
Crypto rebounds, Israel-Iran strikes intensify, HYPE hits another ATH
Crypto
* BTC: 107k (+2%), ETH: 2610 (+3%), SOL: 155 (+7%) * Top Gainers: WBT, SPX, TKX, HYPE, KAS * BTC ETFs: +$302mn, ETH ETFs: -$2mn * SOL lead rebound in majors after Iran-Israel news * HYPE hits another ATH * DRW Investments invests $100m in Trump Media * Metaplanet to issue $210m debt to buy BTC * Whales leading accumulation of ETH vs retail * Fidelity files S-1 for SOL ETF * Bybit launches on-chain liquidity network on SOL * Bybit adds gold, stocks & FX trading * Crypto near tipping point toward systemic risk: FSB * Coinbase, Gemini to receive MiCA licenses * Gotbit founder jailed on wash trading * Vietnam officially recognises crypto for regulations * Saylor set to advise Pakistan on BTC
Macro & General
* NASDAQ: 19.4k (-1%), Gold: 3434 (-1%) * This week: FOMC decision, Retail sales * Israel-Iran strikes intensify * Israel hits Iran’s oil and gas infrastructure * Iran may leave nuclear non-proliferation treaty * Markets rebound, price in de-escalation * Gold hits ATH, silver at highs since 2011 * US could get involved in Israel-Iran war: Trump * Trump veto’d plan to kill Khamanei: Reuters * BoJ considers halving bond buying pace * Lira hits all time low vs Dollar * China home price drop worsens despite support * US homesellers outnumber buyers most in 10 years * Germany expected to return to growth in 2025 * Trump reports $600m profit from crypto & licenses
Left Curve Corner
* Hot coins: SPX, USELESS, USDP, LOCKIN, EPIK * Hot NFTs: DX Terminal, Creepz, PNUKS * ZKJ & KOGE crash 80% on Binance * SPX $1.5bn, returns to ATH * USELESS $100m, up 15x in 10 days * Dissected Meebit sells for 200 ETH * Rekt Drinks to be available at 7-11 stores * Binance Alpha launches DEGEN tokens
@YEET: Crypto’s Casino Just passed $165m in lifetime volume!
Crypto anjlok, Israel menyerang Iran, emas & minyak melonjak
Crypto
* BTC: 105.1k (-2%), ETH: 2550 (-6%), SOL: 145 (-8%) * Pemenang Teratas: LEO, WBT, FTN, TRX * ETF BTC: +$86mn, ETF ETH: +$112mn * Crypto anjlok saat Israel menyerang Iran * $1.1bn likuidasi, Wynn dilikuidasi lagi * GameStop memperbesar penggalangan utang menjadi $2.25b, untuk membeli BTC * 21 perusahaan meluncurkan cadangan BTC dalam 30 hari terakhir * Sharplink jatuh 70% setelah pengumuman penjualan kembali ekuitas * Sharplink mengakuisisi $463m ETH * DFDV mengumumkan jalur ekuitas $5bn untuk membeli SOL * Tony G meluncurkan kas HYPE dengan $400k HYPE * Komunitas DOT mengusulkan kas BTC * Phantom memungkinkan pembayaran USDC ke Shopify * Walmart & Amazon mempertimbangkan penerbitan stablecoin * USDC diluncurkan secara asli di XRP ledger * Trident Digital akan mengumpulkan $500m untuk membeli XRP * DTCC menjelajahi penggunaan stablecoin * Coinbase bekerja sama dengan AmEx pada kartu cashback BTC * Coinbase akan memungkinkan perdagangan DEX & perp di AS * SEC menunda keputusan pada beberapa ETF altcoin * Tether mengakuisisi 32% di Elemental Altus seharga $92m * Emas tokenisasi diluncurkan di Hyperliquid
Makro & Umum
* NASDAQ: 19.6k (-1%), Emas: 3380 (0%) * Israel menyerang aset nuklir Iran & komandan * Serangan Israel terhadap Iran akan berlangsung selama 2 minggu * Lebih banyak yang akan datang jika Iran tidak bernegosiasi: Trump * Minyak terus melonjak, Emas mencapai ATH * Kontrak berjangka saham AS jatuh akibat eskalasi perang * PPI Mei AS juga lebih rendah dari yang diharapkan * Hasil 10 tahun AS di level terendah satu bulan * $7.4T dalam dana pasar uang, mencapai ATH * Dolar mencapai level terendah Mar 2022 * Selisih harga jual rumah AS mencapai tertinggi 5 tahun * Tingkat kekosongan kantor AS melonjak * BoJ mengatakan melihat inflasi lebih kuat dari yang diharapkan
Pojok Left Curve
* Koin panas: REKT, SC, CHILLHOUSE, AURA * NFT panas: DX Terminal, Creepz, PNUKS * REKT $150m, ATH saat Jupiter berinvestasi * AURA mencapai $150m 2 hari setelah listing Binance * Pudgy Penguins akan berkolaborasi dengan Lufthansa * Paus Milady menjual 81 NFT * NFTfi meluncurkan agregator pinjaman NFT baru * Coinbase menambahkan token Sonic ke peta jalan * Solsniper menutup pasar NFT
@YEET: Kasino Crypto Baru saja melewati $160m dalam volume seumur hidup!