BTC dominance rises, Circle stock dumps, Mamdani wins NYC race
Crypto
* BTC: 106.7k (+1%), ETH: 2425 (0%), SOL: 146 (+1%) * Top Gainers: PI, APT, SEI, SPX, FARTCOIN * BTC ETFs: +$589mn, ETH ETFs: +$71mn * BTC dominance nears 66%, SEI leads L1s * $14b BTC options expire Friday * Banks are free to do crypto activities: Powell * Green Minerals to raise $1.2bn to buy BTC * Sharplink purchases another $30m ETH * Pomp’s ProCap buys $386.5m BTC * Nano Labs raises $500m to buy BNB * Aurora Mobile announces crypto reserve * Chainlink, Mastercard collab for onchain trading * Circle stock dumps on BIS criticism of stablecoins * Barclays bans customers from crypto transactions * Polymarket nears $200m fundraise, $1bn+ valuation * Tether is now 2nd largest stockholder of Juventus * Ledger SAS to sponsor San Antonio Spurs * Flashnet, Brale to launch USDB stablecoin * Court extends WazirX debt moratorium * Aptos, Jump Crypto launch hot storage network * S. Korea working with 8 banks to launch stablecoin * Japan looks to clear path for crypto ETFs, tax clarity
Macro & General
* NASDAQ: 19.9k (+1%), Gold: 3337 (0%) * Futures stable, S&P 500 1% from ATH * All roads lead to ATH in stocks: JP Morgan * $1.1T S&P calls traded Monday, in top 10 ever * US consumer confidence lower than all estimates * Oil back to levels before Israel-Iran strikes * Powell gives no rate cut signals * Powell expects more tariff inflation in June * Rate cut odds by Sep FOMC hit 85% * USD nears early 2022 lows * BoJ divided over rate pause, inflation risks * Tax & trade deadlines loom in next 2 weeks * Iran’s nuclear program set back decades: Trump * PBOC to inject CNY 300b liquidity via Lending Tool * Platinum hits decade high * Mamdani wins New York mayor race
Left Curve Corner
* Hot coins: STONKS * Hot NFTs: Creepz, The Broken Keys * Gondi launches NFT marketplace * Arsonic’s ‘Shape of Pepe’ hit 2.5k mints in half day * NEWT crashes 1 hour after airdrop
@YEET: Crypto’s Casino Just passed $185m in lifetime volume!
US bombs Iran, crypto dumps then rebounds, Circle rally continues
Crypto
* BTC: 101.6k (-4%), ETH: 2260 (-12%), SOL: 134 (-9%) * Top Gainers: IP, S, KAIA, SPX, FARTCOIN * BTC ETFs: +$6mn, ETH ETFs: -$11mn * Crypto dumps after US bombs Fordow plant in Iran * BTC dropped to $98k before rebound * HYPE, FARTCOIN outperform despite crypto dump * $1bn of liquidations in 24 hours * Circle stock continues to pump, hits $260 * Bloomberg predicts most crypto ETFs to be approved * Texas BTC reserve signed into law * Metaplanet buys $111m BTC * Cardone buys 1k BTC, to buy 3k more in 2025 * BTC to $21m in 21 years: Saylor * SOL, Aptos chosen for Wyoming stablecoin project * Coinbase secures MiCA license in Europe * Reddit considers using WLD tech * Jupiter pauses DAO votes on breakdown in trust * OKX considers US IPO * Norway to consider crypto mining ban
Macro & General
* NASDAQ: 19.5k (0%), Gold: 3375 (-1%) * This week: Powell speaks, Inflation and Q1 GDP data * Oil & stocks stable after US bombs Ira * Damage to Iran nuclear facilities monumental: Trump * Regime change could Make Iran Great Again: Trump * Iran parliament votes to close Strait of Hormuz * US wants China to stop Strait of Hormuz closure * Countries ready to supply Iran with nukes: Medvedev * September Fed rate cut odds surge to 71% * Trump ramps up attacks on Powell * US now paying $3.3bn interest per day * US consumer expect 7.3% inflation in a year * Gold on track for ATH $80b inflow in 2025 * US Home sale and list price gap largest ever * Tesla Robotaxi launches today at flat $4.2 fee
Left Curve Corner
* Hot coins: USDUC, FARTCOIN, SPX * Hot NFTs: Openpen * Plasma token sale 40 days before mainnet launch * NFT projects make $10m from Telegram stickers * CryptoPunks down 30% in 10 days * Two REKT drinks sell outs in a row at LA 7-Elevens * SOL memecoins display strength in weak markets * EPIK pivots to ‘degen roots and flywheels’
@YEET: Crypto’s Casino Just passed $185m in lifetime volume!
* BTC: 106k (+1%), ETH: 2550 (+1%), SOL: 148 (+1%) * Top Gainers: KAIA, SEI, GT, BCH, STX * BTC ETFs: $0mn, ETH ETFs: $0mn * Crypto edges higher on volatile macro * Circle continues to push higher after GENIUS Act * Arizona passes crypto reserve bill * BTC buying surges in Japan as JPY hedge * Semler Scientific plans to buy 105k BTC in 3 years * Revolut considers its own stablecoin * Trump family reduces WLFI stake to 40% * Animoca, StanChart, HKT to collab for stablecoin * TRON flips DOGE market cap * Visa expands stablecoin to EMEA * Kraken debuts BTC staking * Fake OTC rounds see $50m stolen * Tether proposes fix to password exploits
Macro & General
* NASDAQ: 19.5k (0%), Gold: 3375 (-1%) * Trump to decide on Iran within 2 weeks * Iran FM to meet UK, France & Germany FMs * Iran oil exports soar * Odds of July Fed rate cut down to 8% * May still cut rates at next meeting: Fed’s Waller * US national debt surpasses $37T for first time * Too many non-working holidays in US: Trump * 16 billion logins leaked of major social media sites * US resumes visa issuance to foreign students * X to offer trading in ‘super app’ push * Meta wanted to buy Sutskever’s startup for $32bn
Left Curve Corner
* Hot coins: GOR * Hot NFTs: Moonbirds, Larva Lads, DX Terminal * PumpFun token delayed until next month * Plasma mainnet coming ‘late summer’ * GOR pumps to $35m, linked to Toly * BCH up 20% this week, 500% volume spike * rekt drinks sells-out 7-Eleven drinks launch
@YEET: Crypto’s Casino Just passed $175m in lifetime volume!
Circle sūknē, Tramps gaida uz Irānas rīcību, Fed gaida & redz
Kripto
* BTC: 104.9k (0%), ETH: 2530 (0%), SOL: 146 (-1%) * Labākie ieguvēji: OKB, SEI, UNI, KAIA, INJ * BTC ETF: +$388mn, ETH ETF: +$19mn * Kripto svārstīgs, jo Izraēlas-Irānas uzbrukumi turpinās * Circle akciju sūknēšana pēc GENIUS likuma pieņemšanas * Kripto ir nākotne, un mēs to iegūsim: Tramps * Tramps aicina Pārstāvju palātu pieņemt GENIUS likumu * Ohaio atbrīvo BTC maksājumus līdz $200 no nodokļiem * Stabilā monēta tirgus vērtība pārsniedz $250bn * CryptoCom, Deribit pieņems BUIDL kā nodrošinājumu * Coinbase ļaus izmantot USDC kā nodrošinājumu * ‘Coinbase Payments’ uzsākta, akcijas pieaug * SOL Strategies plāno doties publiskajā tirgū ASV * Lion Group iegūst $600m HYPE kasē * Jump Trading plāno atkārtotu iekļaušanos kripto * Brokeru firma FalconX sarunājas par IPO * Kripto aizdevēji tagad tur $60b aktīvus * Pirmais XRP ETF tiek uzsākts Kanādā
Makro & Vispārēji
* NASDAQ: 19.5k (0%), Zelt: 3385 (-1%) * Fed atstāj likmes nemainīgas * Fed sagaida zemāku izaugsmi, augstāku inflāciju * Tramps turpina spiest Pauelu samazināt likmes * Tramps apstiprinājis Irānas rīcību, bet joprojām gaida * Es nevēlos iesaistīties ar Irānu: Tramps * Lielbritānija sekos ASV, ja tā iesaistīsies Izraēlas-Irānas karā * Pārstāvju palātas nodokļu likumprojekts palielinās deficītu par $2.8T * BoJ samazina bilanci rekordlielā tempā * Ārzemju īpašumi ASV parādā joprojām ir tuvu rekordaugstumam * SNB samazina likmes līdz nullei, lai apturētu Franka ieplūdes * Dāla ir ceļā uz sliktāko H1 40 gados * Apple iegādāsies daudz Trampa Zelta kartes: Tramps * Platīns sasniedz desmitgades augstāko līmeni * SpaceX Starship 36 sprāgst testēšanas laikā
Kreisā līkuma stūris
* Karstās monētas: AURA, BID, FUN * Karstie NFT: Gristle buddeez, Bad Buunz * Myriad uzsāk S2 ar ieņēmumu dalīšanu, 0% pārdošanas maksu * Blockworks paziņo par tokenu caurredzamības ietvaru * Ink Foundation uzsāks Ink tokenu * Fetch fonds atpirkts $50m FET
@YEET: Kripto kazino Tikko pārsniegts $175m mūža apjoms!
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!
Kripto krīt, Izraēla uzbrūk Iranai, zelts un nafta kāpj
Kripto
* BTC: 105.1k (-2%), ETH: 2550 (-6%), SOL: 145 (-8%) * Labākie ieguvēji: LEO, WBT, FTN, TRX * BTC ETF: +$86mn, ETH ETF: +$112mn * Kripto krīt, kad Izraēla uzbrūk Iranai * $1.1bn likvidācijas, Wynn atkal likvidēts * GameStop palielina parādu piesaisti līdz $2.25b, lai iegādātos BTC * 21 uzņēmums izveidoja BTC rezerves pēdējās 30 dienās * Sharplink krīt par 70% pēc akciju pārdošanas paziņojuma * Sharplink iegādājas $463m ETH * DFDV paziņo par $5bn akciju līniju SOL iegādei * Tony G uzsāk HYPE kases ar $400k HYPE * DOT kopiena piedāvā BTC kasi * Phantom ļauj USDC maksājumus uz Shopify * Walmart un Amazon apsver stabilcoin emisiju * USDC dabiski uzsākts XRP grāmatā * Trident Digital plāno piesaistīt $500m, lai iegādātos XRP * DTCC pēta stabilcoin izmantošanu * Coinbase sadarbojas ar AmEx par BTC naudas atmaksas karti * Coinbase atļaus DEX un perp tirdzniecību ASV * SEC atlikusi lēmumu par vairākiem altcoin ETF * Tether iegādājas 32% Elemental Altus par $92m * Tokenizēts zelts uzsāk darbību Hyperliquid
Mikro un vispārējais
* NASDAQ: 19.6k (-1%), Zelta cena: 3380 (0%) * Izraēla uzbrūk Irānas kodolaktīviem un komandieriem * Izraēlas uzbrukums Iranai ilgs 2 nedēļas * Vairāk sekos, ja Irāna nesāks sarunas: Tramps * Nafta turpina kāpt, zelts sasniedz ATH * ASV akciju nākotnes līgumi krīt uz kara eskalācijas fona * ASV maija PPI arī izrādījās zemāks nekā gaidīts * ASV 10 gadu ienesīgums ir mēneša zemākajā līmenī * $7.4T naudas tirgus fondos, sasniedz ATH * Dolārs sasniedz 2022. gada marta zemāko līmeni * ASV māju pārdošanas cena atkal pieaug piecu gadu augstākajā līmenī * ASV biroju tukšošanās līmeņi pieaug * BoJ saka, ka redz spēcīgāku inflāciju nekā gaidīts
Kreisā līkuma stūris
* Karstās monētas: REKT, SC, CHILLHOUSE, AURA * Karstās NFT: DX Terminal, Creepz, PNUKS * REKT $150m, ATH, kad Jupiter investē * AURA sasniedz $150m 2 dienas pēc Binance iekļaušanas * Pudgy Penguins sadarbojas ar Lufthansa * Milady vaļa pārdod 81 NFT * NFTfi uzsāk jaunu NFT aizdevumu agregatoru * Coinbase pievieno Sonic tokenu ceļvedim * Solsniper slēdz NFT tirgu
@YEET: Kripto kazino Tieši pārsniegts $160m visu laiku tirdzniecības apjomā!
BTC stable ahead of CPI, SOL ETFs coming soon, SPX hits ATH
Crypto
* BTC: 109.3k (0%), ETH: 2765 (+1%), SOL: 164 (+2%) * Top Gainers: UNI, SPX, A, OP, XDC * BTC ETFs: +$431mn, ETH ETFs: +$125mn * BTC steady ahead of CPI today * SOL outperforms, SEC may approve staking ETFs * HYPE hits another ATH as DeFi coins surge * ETH perp volume surpasses BTC over 24hrs * ETH back above its 200 DMA * Metalpha buys $48.5m ETH * Bear market not coming back: Saylor * $200k BTC prediction conservative: Bernstein * Lummis calls to revise crypto tax laws * SEC initiates reviews of 21Shares SUI ETF * 60% of Fortune 500 working on crypto projects * Synaptogenix to acquire $10m TAO * Bullish files for IPO * xAI to integrate Polymarket with X data, Grok
Macro & General
* NASDAQ: 19.7k (+1%), Gold: 3360 (+1%) * US, China agree on framework of trade deal * US, China trade talks going really well: Lutnick * US, Mexico closing on trade deal * US, India close on interim trade deal * Federal appeals court says US can impose tariffs * US CPI today, 2.9% expected * US stock futures slip despite trade talk news * China to boost real estate with $1.5T fund * UK 10yr yield at 35yr high vs Swiss 10yr yield * Platinum hits another 4 year high * White House denies Bessent to replace Powell * World Bank cuts global GDP forecast to 2.3% * Elon regrets his Trump tweets * Trump open to reconciling with Elon * Meta buys 49% in Scale AI for $14.8bn
Left Curve Corner
* Hot coins: SPX, REKT, FARTCOIN, AURA, LABUBU * Hot NFTs: Farworld, Milady, Ethos Validators * SPX $1.5bn, hits ATH and leads ETH memes * USA, RETARDIO, LOCKIN lead other Murad memes * REKT $130m, ATH ahead of token claim close * Meebits x mmERCH to launch June 25 * Wasabi to support Runes ecosystem on Solana * KLED falls after insiders accused of token sales * PumpFun transfers $15m SOL to Kraken
@YEET: Crypto’s Casino Just passed $140m in lifetime volume!