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:
Saylor is becoming a meme similar to Tom Lee (this transition is rough), as he blatantly lies on stage, claiming he never said his company won’t sell Bitcoin while shaking his feet rapidly. Make of it what you will. GM.
Well, well, well, bear market doesn’t spare anybody. So, let’s make sure at least we, in our little corner, do our best to survive, because those that will, shall thrive. It’s a story old as time.
That said, we’ve got a pretty important daily and weekly close ahead. Both Bitcoin and the S&P 500 managed to shake off the inflation fears, and are currently bouncing pretty well - SPX is holding its 3-day support, and BTC hovers just above $63K. If we manage to close out this week like this, I think a nice bouncy action might continue.
Nevertheless, bounces don't equal full-on reversals, and I wouldn’t be surprised if BTC went back to test at least $60K again sometime toward the end of the month, and then became pretty damn boring over the summer.
What adds the “bouncy thesis” is also a weakening (finally) in USDT dominance - watch this one closely. If USDT turns back into bull mode, and especially if it flips the current highs, that’s when the next carnage for BTC ensues. On the other hand, a breakdown below 8.5% would certainly help us.
Now, the talk of the year. We went over the SPCX listing mechanics yesterday, and by today, it became pretty clear the “operators” want to see this one pump first. No selling is allowed until SPCX is at least 30% above the listing price, all while the gates are fully open to retail. Here’s a good short-form breakdown of the main points.
That said, if SPCX does well for at least a week before the first sell-offs happen, it might just go hand in hand with overall risk-on market bounces. Then again, I wouldn’t underestimate the liquidity drain that might accompany all this. Definitely dangerous territory we’re getting into (worst case scenario: SPCX = TRUMP, if you know you know). Check out the historical statistics on typical post-IPO price actions to see what I mean.
To end on a brighter note, it seems our “almost forgotten” Ethereum layer 1 is experiencing a revival lately, with mainnet active addresses up by 23% over the past year, while almost every L2 has collapsed. Return to mainnet?
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The important bits.
TrueNorth announces its biggest AI product yet: The full agentic trading workflow settled on Hyperliquid, available here
Nado opens the second trading competition, learn how to win $100,000 here
Squid is seeing massive adoption, check out the growing chart here
Swap Royale user base is growing 30% week on week, full stats here
Sport.fun released a new The Call Up today episode discussing WC26, watch here
Surf AI presents a list of all onchain platforms to invest in SPCX, read here
Fidelity is moving onchain with stablecoins, choosing Uniswap as liquidity platform, read here
Ethena presents its first DeFi product in collaboration with Coinbase: Steakhouse Finance, more info here
Fidelity’s FIDD is now available on Curve Finance, check it out
SPCX listing is live on Backpack, see here
Maple has been named to Fortune's Crypto Innovators list, read here
RockSolid Network offers boosted 15% APR on USDC and mUSD, read here
Markets_xyz is now live for Android and iOS, trade 24/7 here
fomo announces perpetuals, trade stocks onchain here
Polymarket announces $1 million in liquidity rewards for the World Cup, read here
Launch by Kinetiq is now live on Hyperliquid, more info here
Sky explains their new Obex integration to strengthen the Sky Savings Rate, watch here
Even more important bits.
Japan's crypto tax bill has cleared the Lower House and now heads to the Upper House, more info here
Visa says it has moved $7B annually in stablecoins through its network, announcing stablecoin settlement expansion, read more
NBIS, RKLB, CRWV and ALAB are joining NASDAQ 100, read here
Citigroup to roll out tokenized shares of private companies, read here
Charts and stats of the day.
Lastly, our daily Telegram bulletin is back! Join in right here and stay on top of everything, every day.
Plasma (XPL)
Plasma just announced their brand new Plasma One Tiers, and just like that, a seemingly dead chart resurrected with a quite fashionable 40%+ pump.
It’s good to see the crypto market once again appreciating real products, attracting real users. In this case, the most interesting piece of the puzzle is Plasma’s move to monetize AI compute by offering direct access or discounts for Claude, ChatGPT, and more.
The total amount spent on AI is only going to increase from here, in my opinion, and having a crypto card that saves you 10% on all AI-directed spending is something I can see being in demand. Of course, the product is closely connected to the XPL token, as you can access the three tiers (Platinum, Core, and Lite) by holding various amounts of XPL. I like it.
Price-wise, it’s important to see XPL remain above $0.08, the previous lower bottom of the range. XPL deviated below and now reclaimed the range with a pump to around $0.089. Whether XPL chops onwards and holds the range or goes higher straight from here, that I don’t know.
But if Plasma continues on its current path, I can definitely see significant recovery potential for this one once the crypto market fully regains its mojo. Monitoring.
Nockchain vs. Pearl: The Great Compute War
Yup, basically what we went through in the commentary:
The AI news & updates.
ElevenLabs introduces Avatars along with their AI voices product, see here
Higgsfield AI presents Higgsfield Games. Watch what it can do here
Visa and OpenAI are integrating payments into ChatGPT so AI agents can shop online, read here
US government in talks to take 1-5% equity stake in OpenAI, read here
Jeff Bezos' Prometheus raises $12B at $41B valuation, read more
Microsoft blocked internal Claude Fable 5 access, read more
JPMorgan AI agents are running autonomously for hours with private banking sales up 20%, read here
OpenAI considering drastic token price cuts ahead of Anthropic IPO, read here
2026 FIFA World Cup opens with AI in every layer, read more
AI Charts and stats of the day.
New AI test revealed Fable 5 lies 96% of the time, see here
The AI tutorials of the day.
A model that predicts the entire 2026 FIFA World Cup, see here
Graph-based orchestration for AI coding agents, Graph-based orchestration for AI coding agents
AI Articles of the day.
Google I/O 2026 full announcement list, read here
If you’re tired of this market and want to enjoy some peace and quiet while earning points with stablecoins, I personally enjoy this selection of four projects:
Faby Language (The first programming language designed end-to-end by an AI, Claude Fable-5)
Liquid (trade whatever wherever whenever) - Announces best MCP for automated trading, Co-Invest Computer
Socket (Optimize how you move money on blockchains)
LitVM (Litecoin EVM) - Bringing Litecoin to the EVM ecosystem, listen here
Gemini Omni (Multimodal video model)
2026 in a nutshell:
There we go, friends, lots of action right in front of us with the upcoming SPCX listing! Some of you out there are betting on the listing pump, some stay on the sidelines. Personally, I'm keeping most of my capital ready to deploy piece by piece as we carve out, at least what I believe is, a macro bottom. Let’s see!
See you all on Monday.
If this was useful, forward it to one person sitting on the sidelines right now. That's how this thing grows. MUCH appreciated.
Hix0n 🫡
