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Bond yields soar, VVV leads altcoins, HYPE up 2x this year

Crypto

• BTC: 77,530 (+1%) | BTC.D: 60.3% (+0.2%)

• ETH: 2,132 (+1%) | BNB: 645 (+1%) | SOL: 85 (0%)

• Fear & Greed: 28 | 24h Liq: $153m

• BTC ETFs: -$331M | ETH ETFs: -$62M

• Top Gainers: TRAC, XP, VVV, LIT, BSB

• Crypto shrugs off weakness in bond market

• BTC longs on Bitfinex hit 2.5 year high

• BTC reserve update imminent: White House

• VVV leads altcoins after Robinhood lists

• HYPE now up 2x YTD, leads L1s

• Truth Social pulls spot BTC ETF filing

• a16z-linked wallets may be #6 HYPE holder

• L2s too afraid to decentralise: Vitalik

• Rate outlook now focused on hikes: Wintermute

• ETH 'not right' for this macro: Wintermute

• Duan Yongping opens position in Circle

• SEC ends Zcash Foundation probe, no action

• Solana perp DEXs hit record $20B week

• USDT gains $5B vs rivals USDC/USDe/PYUSD

• Tether steps up S Korea push, files 7 trademarks

• Japan to recognise foreign stablecoins

• Zerohash raising new money at $1.5B+ valuation

• Wintermute enters DeFi vaults space with Armitage

• Polymarket debuts PrivateCo prediction mkts

• Each of us should have 1000s of AI agents: CZ

• V1 Punks rally after marketplace bug fix

Macro

• NASDAQ: $25,870 (-0.8%) | Gold: $4,490 (+0.2%)

• Warsh now seen as hiking in first Fed policy move

• 30Y mortgage rate hits 6.75%, +7bp in a day

• Wolfe: bond yields could trigger Trump action

• China cuts US Treasury holdings to '08 low

• 50% of Gen X pushing back retirement

• Trump family now barred from IRS audit

• Senate advances bill to end Iran war

• Gallrein wins KY GOP primary; Massie out

• Trump to attend G7 in France in June

• Trump: Iran deal timeline hopefully 2-3 days

• Gulf officials urged against Iran strike

• ’70s style oil shock needs Hormuz closed until ‘27

• Pakistan minister Naqvi visits Tehran

• EU shortlists rare earths for stockpiling

• World's main crops growing ‘less nutritious’

AI & Tech

• OpenAI co-founder Karpathy joins Anthropic

• Github hacked, rotating API keys advised

• US & China launch govt-to-govt AI dialogue

• Google releases agentic Gemini 3.5

• OpenAI launches Guaranteed Capacity offering

• Capacity will limit AI use 'soon’: Altman

• OpenAI adds C2PA + SynthID for AI images

• Samsung union to strike tomorrow: Yonhap

• Musk: first Starship V3 launches this week

• Goldman picked to lead record SpaceX IPO

• Anthropic publishes AI 'character' dialogues

• Gallup: 89% leaders see no AI productivity

• OpenAI offers tokens for startups stakes

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