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Strategy mNAV under 1, SOL leads L1s, US-Iran ceasefire again

Crypto

• BTC: 60,000 (0%) | BTC.D: 58.1% (0%)

• ETH: 1,578 (0%) | BNB: 553 (0%) | SOL: 72 (+2%)

• Fear & Greed: 13 | 24h Liq: $204m

• BTC ETFs: -$445M | ETH ETFs: -$13M

• Top Gainers: TAC, RAVE, GWEI, BinanceLife, UB

• BTC eyes 3rd straight red quarter 

• BTC, ETH ETFs see 7th consecutive outflow day

• Average investor in IBIT at 40% loss

• Strategy mNAV falls below 1, MSTR hits $82

• Strategy fear driving BTC selloff: Novogratz

• SOL leads L1s on ‘return to memes’ theme

• ANSEM hits $100m, KOL coins the new ‘meta’

• Sharplink buys $62.4M ETH

• Bitmine nears goal of owning 5% of ETH

• Galaxy cuts 2026 CLARITY passage odds to 50%

• First Fannie Mae BTC-backed mortgage closes

• Securitize SPAC to raise $400M

• Same bug caused June 25, 26 Base outages

• CZ surpasses Bill Gates in net worth

• Tether adds $23B gold to balance sheet

• Hyperliquid added to SGP MAS alert list

• HK sets first regulated stablecoin launch date

• India USDT premium tops 8.5% on shortage

• Coinbase, OKX chase Binance EU users

• Spain rejects MiCA deadline extensions

• Kiwoom seeks stake in Bithumb

Macro

• NASDAQ: $25,300 (-0.2%) | Gold: $4,060 (-0.6%)

• This week: PMI, Jobs. Consumer Confidence data 

• US strikes Iran, then agrees to ceasefire

• Rubio now favorite for 2028 Presidency

• New home prices below existing homes, first ever

• US sports betting hit $165B in 2025

• US workers now get lowest income share ever

• Trump plans major DC golf course overhaul

• China places export curbs on 40 Japanese entities

• Ukraine launches huge drone swarm on Russia

• Second ‘heat dome’ could scorch West Europe

• Bolivia depegs from USD after 15 years

AI & Tech

• Samsung, SK Hynix plan $1.3T AI chip spend

• Apple looking to use Chinese memory suppliers

• Anthropic nears US permission to reinstate Fable 5

• Anthropic tops OpenAI at $30B revenue run rate

• Open-source AI getting risky: Anthropic CEO

• China's Z.ai matches Mythos on cyber tasks

• Google limits Meta's Gemini use

• Coinbase halves AI spend as usage rises

• BIS warns AI bubble is top risk to finance

• Ford rehires 350 engineers it cut for AI

• SpaceX to join the Nasdaq-100 index

• Robotics investment hits record

• Baidu AI chip arm eyes $50B HK IPO

YEET: Crypto's Casino
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