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!
Dominanța BTC crește, acțiunile Circle se prăbușesc, Mamdani câștigă cursa din NYC
Crypto
* BTC: 106.7k (+1%), ETH: 2425 (0%), SOL: 146 (+1%) * Cei mai buni câștigători: PI, APT, SEI, SPX, FARTCOIN * ETF-uri BTC: +$589mn, ETF-uri ETH: +$71mn * Dominanța BTC se apropie de 66%, SEI conduce L1-uri * $14b opțiuni BTC expiră vineri * Băncile sunt libere să facă activități crypto: Powell * Green Minerals va strânge $1.2bn pentru a cumpăra BTC * Sharplink achiziționează încă $30m ETH * ProCap lui Pomp cumpără $386.5m BTC * Nano Labs strânge $500m pentru a cumpăra BNB * Aurora Mobile anunță rezervă crypto * Chainlink, Mastercard colaborează pentru tranzacții onchain * Acțiunile Circle se prăbușesc din cauza criticilor BIS la adresa stablecoin-urilor * Barclays interzice clienților tranzacțiile crypto * Polymarket se apropie de $200m strânși, evaluare de peste $1bn * Tether este acum al 2-lea cel mai mare acționar al Juventus * Ledger SAS va sponsoriza San Antonio Spurs * Flashnet, Brale vor lansa stablecoin-ul USDB * Tribunalul extinde moratoriul asupra datoriilor WazirX * Aptos, Jump Crypto lansează rețeaua de stocare hot * S. Korea colaborează cu 8 bănci pentru a lansa stablecoin * Japonia caută să clarifice calea pentru ETF-uri crypto, claritate fiscală
Macro & General
* NASDAQ: 19.9k (+1%), Aur: 3337 (0%) * Futures stabile, S&P 500 1% de la ATH * Toate drumurile duc la ATH în acțiuni: JP Morgan * $1.1T apeluri S&P tranzacționate luni, în top 10 vreodată * Încrederea consumatorilor din SUA mai mică decât toate estimările * Petrolul revine la niveluri dinaintea atacurilor Israel-Iran * Powell nu dă semnale de reducere a ratei * Powell se așteaptă la o inflație tarifară mai mare în iunie * Șansele de reducere a ratei până în septembrie FOMC ating 85% * USD se apropie de minimele din începutul anului 2022 * BoJ împărțită în privința pauzelor de rată, riscuri inflaționiste * Termenele pentru taxe și comerț se apropie în următoarele 2 săptămâni * Programul nuclear al Iranului este întârziat cu decenii: Trump * PBOC va injecta CNY 300b lichiditate prin Instrumentul de Credite * Platină atinge un maxim de un deceniu * Mamdani câștigă cursa pentru primarul din New York
Colțul Curbei Stângi
* Monede fierbinți: STONKS * NFT-uri fierbinți: Creepz, Cheile Sparte * Gondi lansează piața NFT * 'Forma lui Pepe' a lui Arsonic a atins 2.5k minturi în jumătate de zi * NEWT se prăbușește la 1 oră după airdrop
@YEET: Casino-ul Crypto A trecut de $185m în volumul de viață!
Crypto crește, armistițiu Israel-Iran, Texas pregătit să cumpere BTC
Crypto
* BTC: 105.2k (+4%), ETH: 2405 (+7%), SOL: 144 (+8%) * Gaineri de top: SEI, SPX, S, VIRTUAL, JUP, INJ * BTC ETF-uri: +351 milioane USD, ETH ETF-uri: +101 milioane USD * Altele conduc creșterea crypto pe armistițiul Israel-Iran * Fed încheie oficial supravegherea riscurilor reputaționale * Texas va cumpăra 10 milioane USD BTC pentru rezervă * SUA va lua în considerare crypto pentru ipoteci federale * Metaplanet va injecta 5 miliarde USD în sub SUA pentru a cumpăra BTC * Pompalino strânge 750 milioane USD pentru compania de trezorerie BTC * Fiserv lansează stablecoin FIUSD pe Solana * HYPE acum 77% din volumul dex perpetuu * Circle depășește USDC în capitalizarea de piață * Oferta USDT pe TRON depășește 80 miliarde USD * DFDV tokenizează acțiunile sale, colaborează cu Kraken * GTE strânge 15 milioane USD în finanțare Serie A pentru bursă * Fondatorul TIA pretinde 100 milioane USD în trezorerie
Macro și General
* NASDAQ: 19.6k (+1%), Aur: 3338 (-2%) * Futures mai mari pe armistițiul Israel-Iran, petrolul scade * Iranul a dat un preaviz avans pentru atacul asupra bazelor SUA * Șansele ca Khamanei să fie îndepărtat în Iran cresc * Trump avertizează Iranul și Israelul cu privire la încălcarea armistițiului * Acțiunile din SUA se pregătesc pentru a treia cea mai mare intrare de fonduri vreodată în 2025 * Interesul short în acțiunile din SUA este cel mai mare din 2020 * Tesla crește cu 10% la lansarea robotaxi-ului * Indicatorii economici din SUA încă semnalează recesiune * Bowman de la Fed deschis la tăieri de rate în iulie * Șansele de tăiere a ratei până la FOMC din septembrie ating 80% * Deținerile de titluri de stat ale Chinei în SUA sunt la cel mai scăzut nivel din 2009
Colțul Curbei Stângi
* Monede fierbinți: USELESS, HOSICO, DOG, WIF, BONK, SPX * NFT-uri fierbinți: Creepz, Moriusa * SPX, BONK, WIF conduc revenirea în meme-uri majore * USELESS 140 milioane USD, atinge ATH în meme-uri SOL * Memecoin a scăzut cu 30% de la vârf la 48 miliarde USD * O nouă firmă este lansată pentru a construi rezerve BNB * Unicoin va lansa trezoreria de altcoin, cumpărând Diamond Lake
@YEET: Casino-ul Crypto A depășit 185 milioane USD în volum de-a lungul vieții!
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 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 plunges, Israel strikes Iran, gold & oil soar
Crypto
* BTC: 105.1k (-2%), ETH: 2550 (-6%), SOL: 145 (-8%) * Top Gainers: LEO, WBT, FTN, TRX * BTC ETFs: +$86mn, ETH ETFs: +$112mn * Crypto plunges as Israel strikes Iran * $1.1bn liquidations, Wynn liquidated again * GameStop upsizes debt raise to $2.25b, to buy BTC * 21 companies launched BTC reserve in last 30 days * Sharplink falls 70% after equity re-sale announced * Sharplink acquires $463m ETH * DFDV announces $5bn equity line to buy SOL * Tony G launches HYPE treasury with $400k HYPE * DOT community proposes BTC treasury * Phantom allows USDC payments to Shopify * Walmart & Amazon consider issuing stablecoins * USDC natively launched on XRP ledger * Trident Digital to raise $500m to buy XRP * DTCC exploring stablecoin usage * Coinbase collabs with AmEx on BTC cashback card * Coinbase to allow DEX & perp trading in US * SEC delays decision on several altcoin ETFs * Tether acquires 32% in Elemental Altus for $92m * Tokenised gold goes live on Hyperliquid
Macro & General
* NASDAQ: 19.6k (-1%), Gold: 3380 (0%) * Israel strikes Iran nuclear assets & commanders * Israel’s attack against Iran will be for 2 weeks * More to come if Iran doesn’t negotiate: Trump * Oil continues surge, Gold hits ATH * US stock futures dump on war escalation * US May PPI also came in lower than expected * US 10 year yield at one-month lows * $7.4T in money market funds, hits ATH * Dollar hits Mar 2022 low * US homes list-sale price gap at 5 year high * US office vacancy rates surging * BoJ said to see stronger than expected inflation
Left Curve Corner
* Hot coins: REKT, SC, CHILLHOUSE, AURA * Hot NFTs: DX Terminal, Creepz, PNUKS * REKT $150m, ATH as Jupiter invests * AURA hits $150m 2 days after Binance listing * Pudgy Penguins to collab with Lufthansa * Milady whale sells 81 NFTs * NFTfi launches new NFT lending aggregator * Coinbase adds Sonic token to roadmap * Solsniper shuts down NFT marketplace
@YEET: Crypto’s Casino Just passed $160m in lifetime volume!