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BTC hits $77k, bond yields continue to rise, VVV & HYPE lead alts

Crypto

• BTC: 77,100 (-1%) | BTC.D: 60% (0%)

• ETH: 2,122 (-3%) | BNB: 640 (-2%) | SOL: 85 (-2%)

• Fear & Greed: 28 | 24h Liq: $658m

• BTC ETFs: -$290M | ETH ETFs: -$66M

• Top Gainers: MBTC, TRAC, 9BIT, UB, STABLE

• BTC dips below $77k, triggers large liquidations

• BlackRock becomes main seller of BTC

• BTC now predicted to hit $73K this month

• BTC long term holders hits 1 year high

• Hayes lowers BTC target to $125k this year

• Iran‘s 'Hormuz Safe' to settle in Bitcoin

• HYPE hits local high of $47 after Coinbase deal

• CME & ICE pushing for Hyperliquid regulation

• VVV leads alts as users hit 3m

• Harvard cuts IBIT 43%, exits ETH ETF

• SOL, XRP ETFs see inflows; BTC, ETH outflows

• Bitmine now holds 5x next biggest ETH treasury

• Oil is biggest ETH headwind: Tom Lee

• $2B+ energy assets now tokenized on XRPL

• Trump urged to fill CFTC seats before Clarity Act

• Japan brokers prep crypto fund sales

• Firedancer goes live on SOL mainnet

• Aave replenishes WETH supply to pre-exploit

• Verus-Ethereum bridge drained for $11.4M

• Bitcoin Depot files for Chapter 11 bankruptcy

• Cluster of accounts make $2.4m on military bets

• Authorities crack down on UAE romance scams

Macro

• NASDAQ: $26,225 (-1.5%) | Gold: $4,540 (-2%)

• US 10Y yield hits 4.63%, highest since 2025

• US inflation now expected to hit 4%+ this year

• Bond yields around the world hit recent highs

• Fed to inject $6.6B into markets today

• White House announces US-China trade deals

• US, China to form joint trade councils

• Iran plans new Strait of Hormuz transit system

• KSA condemns Iran UAE Barakah plant strikes

• Trump traded ~$750m stocks in Q1

• CBs to buy 60T gold/month in 2026: GS

• Ukraine’s Moscow drone attack largest since WW2

• Indonesia rupiah hits ATH 17.6k vs USD

• Thailand Q1 GDP unexpectedly accelerates

• WHO declares Ebola outbreak global emergency

• Asteroid set to do close flyby today

AI & Tech

• OpenAI expects $600B compute spend to 2030

• Anthropic could be AI's Friendster: Chamath

• Anthropic to brief G20 FSB on cyber risks

• Anthropic releases 31-page prompting guide

• White-collar work to be automated by AI in 18 mo: MSFT

• Gates Foundation sold its MSFT shares

• AI agents now doing PhD finance work: Citadel CEO

• DRAM/NAND demand now >50% memory TAM

• Memory now ~36% of hyperscaler capex

• Samsung workers set to strike

• $100B revenue backlog: Coreweave

• Figure F.03 beats human in 8 hour shift

• SpaceX could IPO at $2T: Arkham

• SpaceX live on Hyperliquid pre-IPO at $208

• Tesla/SpaceX merger 70% likely: Kalshi

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