Key Takeaways Wealspring warned the AI super bubble may soon collapse, next threatening tech markets with a capital retreat. Banxia noted Anthropic may miss revenue goals, triggering a broad market retreat as the bubble bursts. Lacking business moats, Chinese AI firms face high funding costs, with wealth funds recommending investors limit exposure. Chinese Wealth Funds…

Key Takeaways USDT and USDC led a $2.119B stablecoin outflow in 7 days, signaling weaker crypto liquidity. DAI gained 5.48% since May 28, but USDT fell $3.79B, reflecting uneven capital rotation. Tokenized U.S. Treasury tokens fell 2.58% since May 28, hinting that a capital retreat may continue. Stablecoin Supply Has Fallen by $9.445 Billion Since…

Key Takeaways Lawmakers reviewed how decentralized assets may aid dissidents, journalists, and activists facing financial restrictions. China’s digital-currency strategy raised concerns about surveillance, cross-border payments, and authoritarian influence. Congress may weigh policies linking digital-asset rules, national security, and global financial freedom. House Roundtable Examines Crypto Access Under Repressive Governments A bullish view of bitcoin emerged…

Key Takeaways Ripple used a Washington, D.C., truck campaign to promote clearer digital asset rules. Supporters say the CLARITY Act could shape oversight, registration, and consumer protections. Senate timing remains uncertain as advocates press leaders for a floor vote. Ripple Takes CLARITY Act Campaign to Washington, D.C., as Senate Vote Pressure Builds Ripple put its…

Key Takeaways Kalshi traders assign a 76% probability that bitcoin hits $50,000 before $100,000, up 35% in recent weeks. Polymarket’s $45M annual bitcoin market prices a 64% chance BTC falls to $50,000 or lower before Dec. 31, 2026. Kalshi’s $10.3M timeline market gives bitcoin only a 14% chance of crossing $100,000 before January 2027. Bearish…

Key Takeaways Deribit holds $7.53B in BTC options notional value for the Sept. 2026 expiry, with max pain near $74,000. Bitcoin futures OI fell to $42.6B as Binance leads with $8.3B and CME holds $6.33B in regulated exposure. CME put OI outweighs calls at multi-month lows, signaling institutional hedgers stayed defensive through June 2026. At…

Key Takeaways Strategy’s orange-dot chart renewed focus on its expanding bitcoin treasury and recent purchases. Investors are watching cash reserves, dividend coverage, and debt as bitcoin volatility persists. Saylor’s broader thesis suggests Strategy may keep building bitcoin-linked financial products. Saylor’s Orange-Dot Chart Renews Focus on Strategy’s Bitcoin Accumulation Strategy’s latest orange-dot chart put its bitcoin…

Key Takeaways Bitwise staked 1.775 million HYPE worth roughly $114 million on Hyperliquid, per Lookonchain. The firm runs the Bitwise Hyperliquid ETF (BHYP), which launched on NYSE Arca on May 15. BHYP directs 10% of its fees to buying and staking HYPE, tying the fund’s growth to protocol revenue. A $114 Million Onchain Bet Bitwise…

Key Takeaways European regulators require unauthorized crypto firms to halt new customer onboarding and prepare orderly market exits. Clients should confirm providers appear in the ESMA Register or transfer assets to authorized alternatives. Coordinated enforcement with national authorities could increase after MiCA’s transition period concludes. EU Regulator Orders Unapproved Crypto Firms to Halt New Clients…

Key Takeaways Brazil proposed a 24-hour hold on stablecoins, hitting B2B markets, with comments due by July 2. The bank targeted $10,000+ stablecoin transfers, harming brokers, with final rules next up for review. New rules pause large crypto remittances, threatening institutional adoption, as feedback closes. Central Bank of Brazil Proposes Holding Stablecoin Remittances For Screening…