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HYPE/BTC hit ATH, US-Iran ceasefire MOU, Anthropic tops OpenAI valuation

Crypto

• BTC: 73,400 (0%) | BTC.D: 59.6% (0%)

• ETH: 2,006 (+1%) | BNB: 636 (0%) | SOL: 82 (+1%)

• Fear & Greed: 24 | 24h Liq: $218m

• BTC ETFs: -$223M | ETH ETFs: -$121M

• Top Gainers: LAB, XLM, IOTA, DEXE, DYDX

• BTC falls out of top 10 global assets list

• HYPE hits new ATH vs BTC, ETH, SOL

• ICE CEO met with Hyperliquid team

• XLM surges 18% on DTCC integration

• Bessent urges Congress to pass Clarity Act

• CLARITY delays risk prosecutions: Lummis

• BTC whale activity mirrors 2022 bear market

• BTC could go as low as $52K, per Kalshi traders

• Strategy moved $30m BTC to Coinbase Prime

• CME to allow BTC futures, options to trade 24x7

• ETH like Amazon post dot-com crash: StanChart

• Peirce defends crypto privacy tools

• Whale makes $150M in a year on ZEC

• Cash App adds USDC on SOL, ETH, POL, ARB

• Sui network went down for 5+ hours

• Samsung buys $408M stake in Upbit parent

• Warren teams with banks vs crypto OCC charters

• SEC approves Paxos as first onchain clearing agency

• SpaceX pre-IPO perps flash-crash 45% on HYPE

• Kalshi sues Minnesota over prediction markets ban

• Google engineer charged on Polymarket insider bets

• Aave UK wins FCA approval

Macro

• NASDAQ: $26,920 (+0.9%) | Gold: $4,520 (+1%)

• S&P 500 closes at ATH

• US-Iran near 60-day ceasefire extension

• US denies Iran downed a US aircraft

• US imposes new sanctions on Iran

• No plan to move enriched uranium: Iran

• Dell up 74% since Trump’s "buy Dell" call

• CBOE approved for extended options trading

• Trump admin push for $250 bill with Trump’s image

• DoJ seeks Reddit, X user data

• Everything rally might start now: Citrini

• Louisiana House passes new Congressional map

• NYC adds tax on second homes valued $1M+

• Russian drone hits NATO member Romania

• US terror-lists two Brazilian narco gangs

AI & Tech

• Anthropic raises $65B, tops OpenAI valuation

• Anthropic run-rate revenue hits $47B

• Claude Opus 4.8 launches, tops benchmarks

• Opus 4.8 allows dynamic workflows

• Claude Mythos nears release

• OpenAI updates GPT-5.5 Instant model

• Jensen teases surprise Nvidia product

• Siri being remade to be more like ChatGPT: Leaks

• IBM, Red Hat pledge $5B AI security push

• Amazon scraps AI leaderboard on soaring costs

• Companies question if AI spend pays off

• Microsoft open-source SkillOpt framework

• SpaceX lowers IPO valuation target to $1.8T

• Blue Origin’s New Glenn rocket explodes on pad

• China building AI token futures market

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