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BTC lower, Strategy bought bonds, US-Iran deal edges closer

Crypto

• BTC: 76,810 (-1%) | BTC.D: 60% (0%)

• ETH: 2,099 (-1%) | BNB: 657 (-1%) | SOL: 85 (-1%)

• Fear & Greed: 33 | 24h Liq: $188m

• BTC ETFs: -$105M | ETH ETFs: -$7M

• Top Gainers: WLD, NEAR, FET, OKB, RENDER

• NEAR, ZEC, VVV, HYPE continue to lead altcoins

• RAIL does 2x in a week, cheap on revenue multiples

• Worldcoin +60%, leads gain in identity protocols

• ‘Buy crypto’ searches on Google begin to rise

• BTC saw largest weekly outflow of 2026

• Strategy bought bonds, not BTC last week

• EF to sell less ETH going forward: Vitalik

• BMNR on Russell 1000 inclusion list

• Four public firms buy $48m BTC

• StablR stablecoins depeg after $13.5M exploit

• US to sue Minnesota over prediction markets ban

• Hyperliquid launches canonical prediction markets

• India, Indonesia, Spain block prediction markets

• Tether, Georgia to launch Lari stablecoin GELT

• Ondo founder Nathan Allman passes away

• Bitget launches RWA platform

• Stablecoin reserves more than fx reserve of 95 nations

Macro

• NASDAQ: $26,340 (+0.2%) | Gold: $4,530 (-1%)

• This week: US-Iran deal details, Inflation & GDP data

• Stock futures hit ATH on US-Iran talks

• US, Iran agree in principle to reopen Hormuz: NYT

• Brent crude -5% on US-Iran Hormuz deal talks

• Hormuz blockade stays till Iran signs: Trump

• Iran to open Hormuz 30 days after the deal

• Russia tells US its citizens should leave Kyiv

• Japan stocks hit ATH

• US consumer sentiment falls near all time low

• Trump not buying stocks himself: Vance

• Americans feel worse on economy than COVID era

• Massie plans to read Epstein client names in Congress

• Taiwan overtakes India as 5th largest stock market

• Ferrari drops 5% after releasing new EV

• Eli Lilly gene therapy may solve LDL cholesterol

AI & Tech

• S. Korea stocks rebound to ATH on chip strength

• OpenAI generated $6B revenue in Q1

• AI causing 16k US job losses a month: Goldman Sachs

• Grok V9-Medium finishes training: Musk

• Church & Anthropic to team up on AI path: Pope

• AI needs to be disarmed: Pope

• Reddit falls as Meta launches competing app

• Insilico building AI model for longevity

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