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BTC dips, stocks hit ATH, semis bubble worries

Crypto

• BTC: 80,450 (-2%) | BTC.D: 58.5% (0%)

• ETH: 2,310 (-3%) | BNB: 644 (-1%) | SOL: 88 (-2%)

• Fear & Greed: 47 | 24h Liq: $120m

• BTC ETFs: +$46M | ETH ETFs: +$12M

• Top Gainers: B3, JTO, SIREN, KAIO, CFG

• BTC dips, ETFs bought $1.7B in past 5 days

• VanEck: BTC to hit $1m within 5 years

• Hosseeb: things quietly getting better

• BTC Bollinger Bands flash breakout signal

• BTC exchange reserves hit 2023 lows

• Core Scientific Q1 net loss hits BTC miners

• TON market cap doubles to $7.3B in 4 days

• White House targets 4 July for CLARITY Act

• BTC Strategic Reserve news ‘weeks away’

• Bittrex asks court to void $24m SEC deal

• S Korea adds 22% crypto tax for 2027

• Bullish stock pops 12% on debut day

• Reform UK probed over crypto gifts

• BNY adds BTC, ETH custody for UAE clients

• Bithumb enters Vietnam via SSI Digital deal

• Morgan Stanley launches crypto on E*Trade

• Grayscale adds ENA, drops AERO in rebalance

• TrustedVolumes hit by $6.7m DeFi exploit

• Calif. man jailed 78 months over $250m crypto theft

• Bitwise CEO: 4-year crypto cycle is dead

• Hoskinson: safety is users' top crypto worry

Macro

• NASDAQ: $25,840 (+2%) | Gold: $4,750 (+1%)

• S&P 500 and Nasdaq 100 post record highs

• S Korea overtakes Canada stock market size

• SoftBank +18%, Nikkei hits new record high

• Trump: had "very good" talks with Iran today

• Iran FM: imminent deal to end Iran war

• Chevron CEO: economies will have to slow

• US petrol up 50% vs pre-Iran war levels

• Goldman warns of UK jet fuel rationing risk

• Trump: Iran agreed to drop nuclear weapon

• Fitch upgrades Argentina to B-, stable outlook

• Rubio now favourite for 2028 White House

• China sentences ex-defence chiefs to death

• Pakistan vows full force if India strikes again

• UK midterms may lead to Starmer challenge

• 23 hantavirus cruise pax returned home: NYP

• Hantavirus monitored in 3 US states: officials

AI & Tech

• Semis up like dot-com bubble: Bloomberg

• Anthropic strikes SpaceX compute partnership

• Anthropic to buy 100% of xAI Colossus compute

• Anthropic CEO: 80x revenue growth in Q1

• Musk's xAI is ‘morphing into a cloud firm’

• Musk Terafab to cost up to $119B

• Altman tried to sell OpenAI to MSFT after firing

• Apple R&D tops 10% of sales

• Nvidia to invest up to $3.2B in Corning

• EU mulls curbs on US cloud for sensitive data

• Vibe-coded apps having regular privacy leaks

• Scientist finds Mars trip-time "shortcut"

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