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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, nears Coinbase highs

• 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!

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