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Crypto dips, oil hits $120, mixed numbers from hyperscalers

Crypto

• BTC: 75,780 (-2%) | BTC.D: 60% (0%)

• ETH: 2,249 (-3%) | BNB: 616 (-2%) | SOL: 83 (-2%)

• Fear & Greed: 29 | 24h Liq: $346m

• BTC ETFs: -$137M | ETH ETFs: -$88M

• Top Gainers: BIO, SKYAI, LUNC, WBT, ASTEROID

• BTC slips to 75K as Fed holds rates

• 80.5K-82K sell wall keeping a lid on BTC

• BTC nears STH cost basis

• BTC vs QQQ spread widens again

• Senate clears Warsh, 1st pro-BTC Fed Chair

• Tether’s Twenty One & Strike plan merger

• Circle mints 500M USDC on SOL

• Tillis pushes CLARITY Bill markup vote

• Visa adds Polygon to stablecoin payments

• Shinhan to test stablecoin pay on SOL

• Rakuten lets users buy XRP via points

• Ripple ties up with Korea Kbank

• OKX launches AI agent payments protocol

• BNB Chain hosts 150K on-chain AI agents

• PudgyPenguins ships physical Pengu Cards

• 276 arrested in pig-butchering bust

• Mashinsky banned from crypto for life

• Wasabi faces exploit

• DOGE continues to be one of the strongest alts

• Space prediction market sees token price collapse

• Spike memecoin falls 92%

• PumpFun launches charity coins

• Printr CEO to step down, return presale funds

Macro

• NASDAQ: $24,670 (0%) | Gold: $4,600 (+0.9%)

• Fed keeps rates unchanged in split vote

• Dollar up, stocks slip, crude surges

• Brent crude hits $120, top since 2022

• 10Y note yield rises above 4.40%

• Dalio: US in stagflationary period

• W. Texas nat gas prices below zero

• Trump: UAE OPEC exit will help energy prices

• DOJ to probe Walz on fraud

• Putin warns Trump on Iran-Israel strike

• US charges Sinaloa governor

• US to pull USS Gerald R. Ford from ME

• CENTCOM prepped for strikes in Iran

• Kono: Japan over-burdens US on security

• Indonesia rupiah hits USD low

AI & Tech

• Alphabet +5% on cloud & Gemini revenue beat

• Amazon +3%, on cloud & chip demand surge

• Meta -6%, still burning money on AR/VR

• MSFT -2%, software fear lingers

• Hyperscaler AI Capex to be $625-670B

• Samsung & SK Hynix show huge Q1 beats

• QCOM up 15% on OpenAI phone optimism

• Anthropic eyes $900B+ valuation round

• Chip stocks dragged by OpenAI report

• Trump: US +$30B since Intel buy

• Kindig: NVDA to $20T by 2030

• SoftBank eyes $100B AI robotics IPO

• Nvidia backs AI legal startup Legora

• Cursor launches agent SDK

• Musk battles OpenAI lawyer in court

• Musk: gave OpenAI $38M in free funding

• Figure: humanoid output 24x in 4 months

• Robot smaller than human hair built

• Mayo Clinic: AI spots pancreatic cancer early

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