📰 NEWS: White House crypto adviser Patrick Witt says the administration is targeting July 4 for passage of the CLARITY Act, as the bill moves through final Senate negotiations after key compromises on stablecoin and DeFi provisions ⚖️🇺🇸
MORNING BRIEF ☕️: SpaceX makes history with the largest IPO ever, debuting on public markets under ticker SPCX and immediately ranking as the world's 6th most valuable company with a $2.2T valuation.
From a near-bankrupt rocket startup in 2008 to one of the most valuable companies on Earth today. For a deeper look at how private markets change the game, see our Tuesday Insights: The Hidden Market 🏛
📰 NEWS: Following yesterday’s hotter-than-expected 4.2% CPI reading, US producer inflation also came in strong today, with PPI rising 6.5% YoY and 1.1% MoM vs 0.7% expected, signaling that inflationary pressures remain elevated across both consumers and businesses 🇺🇸📈
MORNING BRIEF ☕️: President Trump says the U.S. has reached a “great settlement” with Iran, with a formal signing potentially taking place in Europe within days.
A deal is only a deal once it's signed. 🌍
MORNING BRIEF ☕️: President Trump says he’ll soon meet with top AI executives to discuss giving Americans a stake in AI companies’ wealth, including ideas such as equity ownership and public wealth funds.
AI is no longer just a technology story. Revisit our Tuesday Insight on why. 🤖
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MORNING BRIEF ☕️: $18B hedge fund Magnetar Capital plans to deploy hundreds of AI agents to research stocks, analyze ideas and forecast trends, while humans retain final investment decisions.
Wall Street is starting to scale intelligence the same way it scaled capital. ⚡
📰 NEWS: Japan’s Producer Price Index surged to 6.3% YoY, well above the 5.5% forecast and up from 5.3% previously, marking the fastest wholesale inflation in three years and reinforcing expectations for another Bank of Japan rate hike 🇯🇵📈
📰 NEWS: @tether 's USDT briefly overtook Ethereum in market capitalization, reaching roughly ~$187B and temporarily becoming the second-largest crypto asset behind Bitcoin. The milestone came as ethereum:native sold off sharply during the weekend, while continued stablecoin issuance pushed solana:Es9vMFrzaCERmJfrF4H2FYD4KCoNkY11McCe8BenwNYB to a new record market cap, marking the first flip between the two assets in nearly eight years. 🏦
MORNING BRIEF ☕️: Bitcoin moved back toward $64K after Trump pushed for an Iran deal and called against further escalation, even as fresh missile exchanges and strikes returned to the region.
Right now, markets are trading headlines more than certainty. 📈
Red markets are a chance to learn, improve and prepare for what comes next. Use the time to dive deeper into the data, refine your strategy and spot patterns with the tools and analytics we've built.
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MORNING BRIEF ☕️: bitcoin:native briefly dropped below $60K as $1B+ in leveraged positions were liquidated, with ETF outflows adding continued pressure during the move.
This is what forced positioning looks like when liquidity gets thin. 📉
Weekly News Recap | May 30 – Jun 5 📰
Market volatility, AI expansion, and one of the biggest crypto security stories of the year dominated the week.
📊 Labor Market Stays Resilient
The U.S. economy added 172,000 jobs in May, significantly above expectations, while unemployment remained steady at 4.3%. The report eased concerns about a rapid slowdown in economic activity and highlighted continued strength in the labor market.
⚠️ Critical Zcash Vulnerability Revealed
@zooko disclosed a critical flaw in Zcash's Orchard pool that could have enabled the creation of unlimited counterfeit $ZEC without easy detection. The issue was patched through an emergency update, but the disclosure triggered a sharp selloff, with $ZEC falling nearly 50% at one point.
🔥 Leverage Flush Hits Crypto
A sharp market correction wiped out more than $3B in leveraged positions within 48 hours, including over $1.5B in long liquidations during a single day. $BTC and $ETH accounted for the majority of liquidated positions, as traders rapidly unwound risk amid rising volatility.
🤖 Anthropic Calls for Caution
@AnthropicAI called for international coordination on advanced AI development, warning that future systems could approach the ability to improve their own capabilities. The company argued that safety standards may need to evolve alongside increasingly powerful models.
🚀 Private Markets Come Onchain
@coinbase launched pre-IPO perpetual futures, beginning with SpaceX, allowing eligible non-U.S. users to trade exposure to private companies before public listings. The new product expands access to markets that have traditionally been limited to venture investors and private funds.
📈 Hyperliquid Draws Institutional Attention
According to the Wall Street Journal, Hyperliquid is increasingly being used as a 24/7 venue for perpetual futures tied to assets ranging from commodities to private companies. The platform continues to gain market share as trading activity migrates on-chain.
⚡️ AI Spending Race Accelerates
@GoldmanSachs projects AI-related capital expenditures could reach approximately $905B by 2027, driven by demand for data centers, compute infrastructure, semiconductors, and power generation. The bank expects the AI buildout cycle to exceed the scale of the late-1990s internet expansion.
🏛 Equities Reach New Heights
The S&P 500 surpassed $69T in total market capitalization for the first time in history. The milestone comes amid continued strength in technology and AI-related stocks.
🇨🇦 Robinhood Expands Into Canada
@RobinhoodApp officially entered the Canadian market after completing its acquisition of WonderFi, one of the country's largest regulated digital asset platform operators. The deal gives Robinhood an established foothold in Canada's growing crypto market.
MORNING BRIEF ☕️: zcash:native is down more than 30% after renewed attention on the Orchard Pool vulnerability. Even Arthur Hayes, one of @Zcash 's most vocal supporters, says he sold his entire position, arguing that privacy must be proven, not just probable.
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SHILLGUARD | Top 5 Performers!📈
Built for research. Top performers across the platform with sustained strength across ethereum:native, binancecoin:native, and beyond.
1️⃣ JELLYJELLY @jellyvideochats
2️⃣ ZAUTH @zauthinc
3️⃣ 4 @4onbsc
4️⃣ MANYU @realmanyu
5️⃣ DOGEUS
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MORNING BRIEF ☕️: bitcoin:native is back near recent lows around $67K while AI companies accelerate spending hundreds of billions on chips, data centers and infrastructure.
For now, AI remains the dominant market narrative. 🤖
📰 NEWS: According to WSJ, @HyperliquidX is increasingly attracting macro traders and hedge funds as perpetual futures volumes expand beyond crypto into oil, indices and pre-IPO names, highlighting growing demand for 24/7 markets outside traditional trading hours 📈
Privacy could become one of the biggest investment themes of this decade.
From ZK tech to confidential computing, the sector is growing fast.
Good breakdown below 👇
Tuesday Insights: Privacy Is Becoming a Premium 🔒
The more connected the world becomes, the more valuable privacy gets.
🔍 Key observations
1️⃣ The shift
Privacy is back in focus. Digital payments continue to replace cash, governments are expanding digital identity systems and more personal activity is moving online every year. At the same time, large-scale data breaches, growing surveillance concerns and increasing data collection have pushed privacy from a niche topic into a mainstream conversation.
2️⃣ The accelerator
Money, identity and data are becoming increasingly connected. Public blockchains expose financial activity, AI agents gain access to emails, documents and workflows, while digital identity systems link more online activity to real people. Individuals and businesses are questioning who controls that information and how it can be used. Privacy is no longer just about hiding data, but maintaining ownership and control.
3️⃣ The opportunity
The confidential computing sector is projected to grow from roughly $9B in 2025 to nearly $173B by 2031. Zero-knowledge proofs, confidential computing and fully homomorphic encryption are attracting billions in investment, while companies like @zama have already reached unicorn status. The race is no longer limited to crypto , it now spans AI, cloud infrastructure and enterprise systems.
4️⃣ The collision
Tornado Cash was sanctioned by U.S. authorities, while privacy coins such as Monero have been delisted from multiple exchanges as compliance requirements tighten. The concern is not encryption itself, but technologies that make AML checks, sanctions enforcement and transaction tracing significantly harder. The debate is increasingly centered on how these systems can fit within existing financial rules.
📌 Key takeaway
Privacy is evolving from a personal preference into a core layer of digital infrastructure.
⚠️ For information only - not investment advice. Always DYOR.