The SpaceX Pre-IPO Challenge is live. 🚀
$15,000 in USDG. 21 days. One asset.
Trade SpaceX Perp, rank by realised PnL $.
$1 in realised profit gets you on the board.
Enroll now → https://t.co/BZ3UcS1o5F
JUST IN: More ways to earn.
Now you can choose how you earn when you lend.
→ Prime: backed by blue chips like BTC and ETH.
→ High Yield: higher potential, backed by a broader mix of assets, including those powered by @ethena.
More choice, more opportunity.
🚀 Vesmír už není jen vzdálená budoucnost. Stává se reálným byznysem, ve kterém se točí obrovské peníze.
Ještě větší pozornost teď tento sektor získává díky SpaceX, které má zítra vstoupit na burzu $SPCX.
Z vesmírného sektoru se tak stává další velké investiční téma.
Fertilizer prices are normalizing:
New Orleans granular urea prices, the most widely used nitrogen fertilizer, are down to $453.5 per short ton, the lowest since February 6th.
This marks a -36% decline from the mid-April peak, when prices surged to the highest since 2022 as the shutdown of the Strait of Hormuz effectively halted fertilizer shipments from the Middle East.
According to the Fertilizer Institute, countries directly affected by the Iran War account for almost half of all global urea exports.
The current decline has been driven by a sharp drop in seasonal demand, as US farmers have largely completed their spring fertilizer applications, leaving the domestic market oversupplied.
By comparison, Egypt's benchmark urea price has also plunged to ~$640.0 per short ton, the lowest since late February, though it remains significantly above US prices.
The fertilizer shock is easing.
Pokud jste koupili IPO a to se během roku propadlo o 50%, není to smůla, je to normální.
Je to prostě podstata velkých IPO. Listují se typicky za přepálené ceny, aby se retail nachytal a posloužil jako exit likvidita chytrým predátorům.
Pasivní investoři budou nyní díky změně pravidel nuceni nakupovat prakticky za IPO cenu na přepálených valuacích.
Pasivní investoři = hloupé peníze. Vždycky se najde někdo, kdo vymyslí jak zneužít hlouposti druhých, aby se obohatil.
DENÍK NIC NEVIM
Zde se můžete podívat na moje kompletní portfolio, aktuální obchody a popis jak funguje moje strategie.
Dále za náš team budeme sdílet výstupy z našich analýz a obchodů i formou pravidelného newsletteru. Je to delší a podrobnější formát toho, co sdílíme na sociálních sítích.
https://t.co/TxkM7SXa84
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This is what a true AI ecosystem looks like.
🗓️2026 June Crypto + Market Calendar
wen clarity...
We need to keep a close eye on the BOJ
Events
June 1: $BNB — Binance New Product @binance
June 1: $NVDA — Announce
June 1: $NVDA — Computex & GTC
June 1: $VVV — Emission Reduction 5M -> 4M @AskVenice
June 2: $ARX — Arcium TGE @Arcium
June 2: $SEI — Joint Whitepaper with MasterCard @SeiNetwork
June 2: US — US Spectrum Auction Kicks Off
June 2: US — RUBIO TO TESTIFY
June 3: $AVGO — Earnings
June 3: KR — South Korean local elections
June 3: $PENGU — Pudgy Penguins x MetaMask commemorative SBT @pudgypenguins
June 4: $HOME — Perps Open - Revenue buyback 80% @defiapp
June 4: $SPCX — SpaceX Road Show
June 4: $TEA — $TEA TGE @teaprotocol
June 5: Iran War — Next US-Iran Meeting
June 5: $SUI — $15.15M(2.07% of Float) Unlock
June 6: $HYPE — 534k $HYPE(~$34M) Unlock
June 7: OPEC+ — Ministerial Meeting on Oil Production
June 8: $AAPL — SPECIAL EVENT AT APPLE PARK
June 8: CME — Nasdaq CME Crypto Index futures
June 8: $COIN — CFTC-regulated Coinbase derivatives trading
June 8: $ETH — ETH Conf with Wallstreet @ethconf
June 8: $STRC — Semi-Monthly STRC Dividends Vote Ends
June 10: $MNT — Hackathon Phase 2 Winner @Mantle_Official
June 10: $ORCL — Earnings
June 10: US — CPI
June 11: $BELIEVE — Ben Pasternak in court @believeapp
June 11: US — PPI
June 11: WorldCup — FIFA World Cup 2026™
June 12: $RUNE — (~mid)Mainnet v3.19 & Trading Resume @THORChain
June 12: $SPCX — SpaceX IPO
June 15: BOJ — Rates Decision
June 15: $NKN — Delisted by Upbit
June 17: FOMC — Interest Rates
June 17: $SPK — $21.53M(27.08% of Float) Unlock
June 18: MSCI — Results of the Global Market Accessibility Review
June 20: $ENA — Termination of certain chains & Ether migration Deadline @ethena
June 20: $ZRO — $29.56M(4.83% of Float) Unlock
June 23: $MEGA — $15.84M(32.83% of Float) Unlock
June 23: $MEGA — Season 1 Sunset @megaeth
June 23: MSCI — Annual Market Classification Review
June 24: $BERA — Fusaka Integration on BERA @berachain
June 24: $H — $98.26(9.41% of Float) Unlock
June 24: $MU — Earnings
June 25: US — PCE
June 26: $BTC — 60M call on Bitcoin(For now)
June 26: $SAHARA — $33.19M(30.10% of Float) Unlock
June 27: $LUNC — 'Juris' Lending Platform Launch @LunaClassicHQ
June 29: $OXT — Delisted By Upbit
June 30: $STRC — Payout day
June 30: US — JOLTS
June 30: $VIC — Prometheus network upgrade @BuildOnViction
TBA in June
June 30: USA — Clarity Bill Senate vote (TBA)
June 30: EU — EU may start membership negotiations with Ukraine (TBA)
June 30: $NEAR — Dynamic resharding & post-quantum-safe signing (TBA) @NEARProtocol
June 30: $NOCK — AI Inference Market Launch (TBA) @nockchain
June 30: OKX — Prediction Market for WorldCup (TBA) @okx
June 30: $CC — Mainnet v3.5 (TBA) @CantonNetwork
* * *
💞 Please Like + Retweet if you enjoy this June Crypto Calendar.
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I exited DeFi in April. This week, two events made me think it was the right call.
Both pointing the same direction. Four days apart.
1) Anthropic's Project Glasswing update (22 May)
Around 50 partners got early access to an unreleased AI model Claude Mythos Preview. In one month:
- 10,000+ high or critical vulnerabilities found across partner codebases
- Cloudflare flagged 2,000 bugs, 400 of them serious, with a lower false positive rate than human testers
- Mozilla patched 271 vulns in Firefox 150 with Mythos Preview. That's over 10× what they found in Firefox 148 with Claude Opus 4.6
- UK AI Security Institute: Mythos is the first model to fully solve their end-to-end multi-step cyberattack scenarios
- A partner bank blocked a $1.5M fraudulent wire transfer with help from the model
On 1,000+ open-source projects scanned by Anthropic in last few months:
- 6,200 high or critical findings out of 23,019 total
- Of 1,752 reviewed independently, 90.6% confirmed as real bugs and 62.4% confirmed as high or critical
- Some maintainers asked Anthropic to slow down. They cannot patch fast enough.
Of the 530 high or critical bugs Anthropic has disclosed to maintainers so far, only 75 have been patched. Average time to ship a patch: two weeks. Some maintainers asked Anthropic to slow down.
Anthropic's own takeaway: finding bugs is no longer the bottleneck. Verifying, disclosing and shipping patches is.
2) Manuel Aráoz, co-founder of OpenZeppelin (26 May)
He posted that he now considers all of DeFi unsafe and has advised friends and family to exit positions, including blue chips like Aave, Maker and Compound. His argument: coding agents are now superhuman at hunting vulnerabilities, and smart contract security is deeply asymmetric. Defenders must fix every bug. Attackers need one.
Why this hits DeFi harder than most software:
- Smart contract code is public. Attackers pay zero discovery cost.
- Funds live inside the code. No human in the loop to stop an exploit mid-flight.
- Once money moves on-chain, it is gone. No chargeback, no support line.
- A clean audit from six months ago carries less weight than it used to.
To be fair: Glasswing's published numbers were not aimed at smart contracts specifically. We have no hard data yet on how DeFi codebases would score against a Mythos-class model. That gap is part of the warning, not a comfort.
My honest advice:
If you are newer to crypto, or you do not have time to track this space daily, sitting in DeFi at today's yields is a hard trade to defend. If you are experienced, a position cut still looks rational to me. Yields have not moved up to price in this new risk profile.
What would push your view in either direction? Curious what you are watching.
Most traders know what to do.
They just don't do it.
Information is everywhere.
Discipline isn't.
That's the real edge gap in crypto.
Not missing information.
Missing execution.
Almost everyone knows the basics:
- Don't trade with money you can't afford to lose
- Don't chase pumps
- Stick to your strategy
- Cut losers early, let winners run
Yet here we are. Charts red. Portfolios down. "Lessons learned"... again.
We've all been there. Some of us more than once.
The problem isn't knowledge.
It's the distance between your notes app and your actual behaviour when markets move fast and the plan just disappears.
I've seen people who can explain liquidation cascades in detail - then get liquidated.
People who understand DCA perfectly - then go all-in at the top because FOMO hit harder than their own rules.
The traders who survive long cycles aren't the ones who read the most threads or follow the most analysts.
They're the ones who built a simple process - and held to it when it felt wrong.
Three questions worth sitting with:
1. What do I already know that I'm not applying?
2. What's stopping me from applying it?
3. Is that reason real - or just fear you've convinced yourself is rational?
Your edge in this market isn't more alpha.
It's the discipline to use what you already know - before it becomes obvious to everyone else.
- - -
Which rule did you break most recently?
(Drop it below - even just writing it out helps.)
May 29th 4pm UTC 🔔
Join our COO @stefanluke_ for an update and AMA to conclude the month.
We’ll be covering major recent developments and exciting plans just around the corner.
Set your reminders here 👉 https://t.co/8EcnM1WCIr