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Here we go, the Great Rotation is coming: Semiconductor Stocks (chart here) are on the verge of a bear market, while cryptos are looking more bottomed than ever. I have to say I like the look of this. GM.
Plus, we've just seen more than $111,111,000 worth of crypto shorts liquidated in 60 minutes yesterday. Farewell, bears. It’s a different era now.
The overall bullishness today is fueled by yet another promising macro data coming out yesterday: PPI read came in cooler, indicating easing on price pressures. This also means one hell of an important thing: the rate hikes everyone blabbered about are most likely off the table. “The odds of a Fed rate hike in July collapse to a new low of 4% as US PPI inflation posts its biggest monthly drop since April 2025”. Check out the chart for yourself, quite a change.
From the other side of the globe, we’ve got great news from South Korea: South Korea has now recognized crypto as a “national asset” and plans to tokenize state-owned real estate. This is big.
What’s more, the tokenization of everything is absolutely supercharging: DTCC, which oversees over $114 TRILLION in assets, will begin tokenizing stocks and US Treasurys with nearly 40 major firms on Wednesday. Trillions, with a T.
As for Ethereum, read this Ethereum’s Glamsterdam upgrade: what changes for users, builders and DeFi. Things are developing in the ETH land.
Speaking of ETH, here’s a nice hopium speculation on ETH/BTC by Syko, give it a read (and stay optimistic)
Perhaps Tom Lee really is onto something, constantly adding at the lows and raking in that staking revenue - Bitmine reported $45.7 million in Ethereum staking revenue for the quarter ended May 31, accounting for 98% of total revenue.
Let's see, things are looking up quite well. Let BTC hold above $63K, and we keep the party rolling. See you all tomorrow.
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The important bits.
TrueNorth lets you read both markets in one pass: momentum, signal summary, RS Scanner, sector rotation, try it here (code HIXON for 10% discount)
Ostium protocol on Arbitrum exploited for $24 million, more info here
Llamalend v2 is coming to Ethereum, read here
Jane's USD3 is now ~72.5% backed by credit facilities to fintech lenders, earning a blended ~11.3% net APY, read here
Extended surpassed $30M in Total Cumulative Revenue, read here
Maple Finance buybacks are coming, more info here
Even more important bits.
Czech Republic orders internet service providers to block Polymarket, read here
Paragon has tapped Susquehanna Crypto as its first institutional liquidity partner, read more
Revolut has received in-principle approval from Dubai’s VARA to offer crypto trading, read here
Securitize is teaming up with Cantor to bring IPOs and secondary offerings onchain, read here
JPMorgan tokenizes the Invesco QQQ Trust, converting the ETF into a real world asset token, read here
South Korea has officially recognized Crypto as a “NATIONAL ASSET”. read here
Strategy says it will keep buying Bitcoin long term and intends to remain the world's largest corporate BTC holder, despite recent volatility, read here
Charts and stats of the day.
Aerodrome flips every other DEX on Base combined, read here
BNB Chain Completes 36th Quarterly Burn, Removing 1.61M BNB, read here
Euler markets on Monad have crossed $200M TVL, stats here
HIP-3 activity on Hyperliquid is approaching 50% of it's daily volume, read here
CVX offers 30% APR on Concentrator, earn here
Solana is now the leading network by real-world asset holders, with over 300K holders, stats here
47,000 robinhood tokens deployed yesterday, chart here
DePIN’s total market capitalization has fallen 83% from its March 2024 peak, stats here
SpaceX SPCX is now below IPO price, chart here
Tokenized equities volume onchain is exploding. Solana dominated last week, now BNB this week, chart here
CME Group’s crypto futures and options reached $459.2B in Q2 notional volume, stats here
Uniswap is now the #3 fee-generating protocol and is about to overtake Circle, read here
Lastly, our daily Telegram bulletin is back! Join in right here and stay on top of everything, every day.
EtherFi
EtherFi been absolutely killing it on card volume lately and it’s likely one of those to keep on our radars.
The bull path requires ETHFI to clear $0.4565, accompanied by volume. If it does, the next resistance zone is $0.48-0.50 (prior May consolidation). The fundamental catalyst is TVL growth — every incremental ETH staked through the Telegram pipeline or institutional weETH flows directly supports the protocol's fee generation. The downside risk is unlock overhang: 92.7% circulating vs 1B max supply means ~73M tokens still unreleased
Plus, we’ve got some surprise announcements coming up, what will it be? Let’s keep monitoring, this one stays on my radar as an altcoin most likely reached their all-time lows. Now is the time to start picking the highest potential ones.
Use crypto to everyday spending while earning cashbacks (and save 10 on AI, simple).
Never ever fade the Cramer signal.
The AI news & updates.
The first robotics network is now live on Robinhood Chain by Virtuals, read here
Claude Code artifacts can now call MCP connectors, letting you build dashboards and apps, read more
OpenAI introduces GPT-Red, an automated prompt-injection red-teamer, read here
Kalshi builds a forward curve for compute — GPU rental prices become a tradeable commodity, read here
AI Charts and stats of the day.
78% chance Anthropic IPOs on December 31, 2026, per Polymarket, chart here
64.9% chance Claude is the best AI at the end of 2026, stats here
Codex may have overtaken Claude Code on active users, stats here
AI Articles of the day.
Index (Trade RWAs with up to 50x leverage)
Hyperion (HIP-3 market secured)
Odyssey Finance (DeFi)
KuruExchange launches Agent Arena ($100K onchain trading-bot tournament on Monad)
This is massive.
One last thing I have to say: I’m more bullish than ever. Crypto shall thrive, and we will thrive alongside it.
If this was useful, forward it to one person sitting on the sidelines right now. That's how this thing grows. MUCH appreciated.
Hix0n 🫡
