YEET.com has been doing some cool stuff lately in the crypto casino space, so we’re giving it a shout-out for anyone who’s been meaning to check it out.
They’ve been putting out a bunch of fun, crypto-themed games with plenty more coming!
I mean, check out the roster, plenty to choose from, plus it’s as easy as registering here and having some good old dicy fun:
Israel “blows up” the peace deal, Saylor’s whole strategy was vibe coded in his bedroom, and BTC is about to answer our macro bottom questions pretty soon. I know, it’s Friday, but there’s a lot to chop through. GM.
So, it seems Trump managed to pay $300B to Iran in order to “open the strait that was already open”, only for Israel to Uno Reverse everything the very day by bombing Lebanon (part of the peace deal). Thanks, I guess.
That said, oil is back on the rise, and just like that, our hope for a proper bounce continuation might be over. Well, if Trump doesn’t announce yet another deal by Sunday, which would be typical.
For now, BTC looks like it’s on its way to lose $63K, which, as we mentioned yesterday, likely leads to a retest of the $59-60K lows - at minimum.
Another huge wild card here is Saylor’s STRC. I mean, Michael’s “most popular credit instrument in the world” is trading at around $88, with lows as deep as $83, and somehow he decided it’s a great time to tell everyone he actually vibe-coded this thing using ChatGPT. Bruv.
I'm not saying I'm smarter than Saylor, but losing 28 years of dividend coverage in 5 months doesn’t sound too great. Nevertheless, check out this handy explanation by Adam Livingston. Simply put, if things continue to go south, Strategy still has 7.7 months' worth of cash reserves to pay dividends and can continue diluting its MSTR stock to raise cash (yeah, I'm not touching that one for now).
Almost eight months is a long time, and if BTC manages to find its footing before then, this whole drama might just become nothing more than a “little” period of uncertainty and doubt. Let’s see, lots of moving parts.
Speaking of Bitcoin’s footing, looking at this failed reclaim, it might take a while before the grip is found. Here’s another look at things from a simple range perspective, which still offers some hope for the bounce continuation.
If we look at it really bluntly, simply beware of the $60K break. If BTC starts closing back below and is unable to reclaim the level, I'd say low fifties over the summer are likely. Which, of course, would add another jolt of uncertainty to the whole STRC drama. Textbook bear market narratives.
All that aside, I think (and hope) these are more of mid-term problems, and from a very long-term spot-buying perspective, the value areas have already been reached.
Let’s see what the weekend brings. I certainly wouldn't mind seeing BTC back above $63K so that we can resume our original plans. Monitoring continues.
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The important bits.
Felix protocol lists spot PURR (stock), read here
Sport.fun prepares for the NFL season, here’s all you need to know
TrueNorth reached $4M volume traded with zero builder fees, more info here
Plasma’s new product is seeing rapid adoption (18.4 million XPL locked), stats here
Grvt presents its new institutional RWA yield offerings, read here
Curve Finance launches LlammaLend on Optimism L2, read here
Maple Finance announces 3 new features on Borrower Hub, watch here
1Inch announces new intent-based cross-chain swaps for tokenized stocks, read more
0x Swap API now supports “Exact Buy” precision payments for checkouts and invoicing, explained here
Sui’s Seal encryption layer now supports decentralized key management on mainnet via MPC, read here
Fluent explains its blockchain gives 85% fees to the LPs, 85% of trading fees go to LPs
Lite Strategy backs LitVM with $1 million bet on Litecoin smart contract expansion, read more
Nansen announces a $1,000,000 raffle, here’s how you join
Mantle leads every L2 in RWA capital deployed across DeFi, more info here
Project X teases a big announcement for next week, watch here
Even more important bits.
Galaxy Research presents their map of tokenized stocks, see here
Morgan Stanley has filed amended ETF registration statements for both Ethereum and Solana, read here
Microsoft identified a new crypto clipper malware that steals wallet data and replaces copied cryptocurrency addresses, read here
Fidelity has launched a government money market fund exclusively designed for stablecoin issuers, more here
Hsiao-Wei Wang has stepped down as co-executive director of Ethereum Foundation, read here
Charts and stats of the day.
A new wallet withdrew over 530 BTC from Binance, onchain print here
Uniswap now powers 52.4% of MetaMask’s Ethereum swap routing, read here
Aave V4 crossed first $1M in liquidations, read here
SanDisk Corp. is one of the most parabolic stocks, chart here
Goldman Sachs has cut its year-end gold price target by $500 to $4,900 per ounce, read here
Solana captures 97% of tokenized equity trading volume, read more
Nest on HyperEVM is now #13 in holder’s revenue, stats here
Ethena’s on-chain activity explodes to historically high levels, stats here
Lastly, our daily Telegram bulletin is back! Join in right here and stay on top of everything, every day.
Sport.fun: Standout Teams So Far
The first round of the WC26 group stage is finally over, and contrary to pre-conceived popular opinion, Freddie’s not the only one having fun.
WC26 is turning out to be something truly special. Besides the odd romance between the South Koreans and Mexican ladies, we’ve had showstopper teams in this first round.
Here are a few performances that have caught our attention enough for us to suggest you probably go shopping for players in those teams to climb up the ranks on our favorite fantasy gameplay - SDF.
Argentina - Despite being defending champions, the Messi-led South American bigweights did not step into this World Cup as favorites. However, a Messi hat-trick later, the charts and odds have flipped in their favor.
USMNT - The US men’s team is another exciting team to watch. The hosts are balling under an experienced manager, Mauricio Pochettino, with the likes of Balogun stealing the spotlight. Though the team’s football is fluid, what’s more impressive is how they’ve adapted to Poch’s relentless, sprint-based style of play.
England - One win later, the “it’s coming home” chant has gotten louder! The English team’s first game was a formidable test against the Croatians, in which they came out victorious. The eye test screams that the Englishmen might need a bit more fluidity, but they are off to a good start.
Germany - The Germans arrived at the WC26 with a bit of questionable pedigree; however, they’ve been nothing short of entertaining and stellar, with an above-the-norm performance against a first-time World Cup team - Curaçao.
France - Tipped as tournament favorites, France is living up to expectations, putting 3 past African champions, Senegal, in a showdown that reinforced marksman Mbappe's stardom. The French team remains a team to watch and one to shop from if you’re playing SDF Pro.
Norway - The Vikings have proven to be not only good at traversing the seas, but coasting through opponents in the WC26. Erling Haaland’s brace sent Norway past the Iraqis. But it wasn’t just the goals, it was also the performance. Absolute dominance!
The 2026 FIFA World Cup is now in motion, and all the excitement is trickling in. More than just spectators, we are seeing record numbers of fans engaging in predictions via prediction markets and fantasy sports via SDF. Our job is to keep you updated throughout this journey. See ya on Monday.
Introducing: The Holder Multiple
Before we jump in, here’s a very nice explanation of why it’s so important for decentralized AI to grow from here. This trend is far from over (and the bull run on the crypto side barely started, in my opinion).
The AI news & updates.
Netflix engineer just found a way to cut AI token usage by 96%, read here
Gemini Nano 4B is now integrated in Chrome browser without anyone noticing, read here
Minara AI Strategy Studio now supports RKLB, more info here
Amazon is in talks to sell its custom AI chips to other companies' data centers in a bid to challenge Nvidia's dominance, read here
Alchemy's AgentCard now has access to the Visa network, allowing AI agents to make purchases, read here
Meta has reportedly moved 30% to 50% of engineers on core teams into data-labeling roles for AI training, read here
Grok models are now available on Databricks Agent Bricks, read here
Sky Agent Network spotlights Spark.fi, read the thread here
Cursor introduces /automate, a skill for agents to set up automations for you, read here
Anthropic says it is confident Mythos & Fable 5 will be restored “in the coming days”, read here
OpenAI and Anthropic push customers toward token based billing as operation costs rise, read here
Trump told ASML there’s concern China may have obtained one of the company’s top chipmaking tools, read here
Anthropic Mythos Preview remains accessible to a select group of ~200 organizations, read here
AI Charts and stats of the day.
io.net explains the proposition of decentralized computing, as 88% of all AI startup funding is going to US companies, read here
Nvidia sold $25 billion in investment-grade bonds, its first debt offering since 2021, chart here
Perplexity announces “Brain in Computer”, more info here
AI Articles/Videos of the day.
The next biggest moat in AI, read here
MidJourneys’ new “medical AI” tested for the first time, watch here
Swanson (Onchain fundraising)
Z.ai (The AI Lab behind GLM models) - Secured a new ZHYP ticker on Hyperliquid
Krea (Creative tools with AI inside for artists)
Human Passport (Unique Humanity and Sybil Defense)
Exactly what we preach!
Let’s step into the weekend, reminding ourselves that even though prices suck (except Hyperliquid, likely on its way to flip Solana, in my view), crypto is undoubtedly on its way to thriving. The longer and higher this list below becomes, the better. Onwards.
If this was useful, forward it to one person sitting on the sidelines right now. That's how this thing grows. MUCH appreciated.
Hix0n 🫡
