Muhammad Feza || ꦩꦸꦲꦩ꧀ꦩꦢ꧀‌ ꦥ꦳ꦺꦗ꦳

[VirtualBacon @virtualbacon]

I'm a Crypto angel investor since 2017 having invested in 100+ startups. Many failures, few unicorns.

Follow me for👇
Narratives and Guides: https://t.co/9MAlHGP5fj
Trading Alpha: https://t.co/e2ht5WRfyq
Community: https://t.co/7SUf5bPnN0

[VirtualBacon @virtualbacon]

USD1, the World Liberty Financial Stablecoin, is now the 5th largest by market cap with $2B FDV. Backed by Trump and tied to solving the US debt maturity wall, it’s likely to grow rapidly.

With the Genius Act pushing stablecoin regulation, this space is rapidly becoming a macro play.

[VirtualBacon @virtualbacon]

Alt season isn't canceled, you're just playing the wrong coins.

[VirtualBacon @virtualbacon]

managed to put in a small ticket, onwards @saharaai

[VirtualBacon @virtualbacon]

Don’t chase, front-run.

This thread breaks down where the next alt rotations are coming from👇

[VirtualBacon @virtualbacon]

Most traders miss the best altcoin runs because they wait for confirmation. But by the time it's confirmed, the 10x already happened.

Summer is about positioning early, not chasing pumps.

[VirtualBacon @virtualbacon]

What’s one altcoin narrative that people are still sleeping on?

[VirtualBacon @virtualbacon]

☕️ GM! Here are the top events in #Crypto from the past 24 hours

📊Market Updates

🔸Senate passes landmark GENIUS stablecoin bill 68–30, backing fully-backed USD tokens and annual audits. House to decide next steps.

🔸VanEck’s spot Solana ETF appears on DTCC’s active and pre-launch list, signaling possible SEC approval as VSOL awaits regulatory greenlight.

🔸DDC Enterprise secures $528M in funding to grow its Bitcoin treasury, aiming to become the largest corporate BTC holder globally.

🔸Fold secures $250M equity facility to expand its Bitcoin treasury, with plans to increase holdings beyond its current 1,490 BTC.

🔸JPMorgan to launch JPMD deposit token on Coinbase’s Base, offering fast onchain settlement for institutions in pilot phase.

🔸SEC opens comments on Franklin Templeton’s proposed XRP and SOL ETFs, pushing decision deadline to late July, with further delays possible.

🔸The Blockchain Group to raise $8.3M via share sale as part of $342M program to grow its bitcoin treasury, now holding 1,471 BTC.

🌟Highlights

🔸Coinbase seeks SEC approval to offer tokenized stocks via blockchain, aiming to rival Robinhood and Kraken's international xStocks.

🔸Thailand approves a 5-year income tax waiver on crypto gains to boost investment and promote itself as a global financial hub.

🔸Kraken-backed Ethereum L2 Ink to launch INK token with airdrops, capped at 1B supply, first use case tied to Aave liquidity protocol.

[VirtualBacon @virtualbacon]

Joe Lubin, Ethereum co-founder, became chairman of a firm that pivoted to $ETH holdings, stock went from $30 to $120.

Another firm acquired a major Solana validator, added liquid staking to its treasury, listed on NASDAQ, and 6x’d in May.

Public market moves look like altcoin pumps.

[VirtualBacon @virtualbacon]

Huge for Stablecoins.

I’ve been saying they’re becoming a macro play and this just locked it in.

https://t.co/sBYQ68nzL9

[VirtualBacon @virtualbacon]

🔥 Best Altcoin Opportunities to Watch This Summer

Altcoins are heating up, but it’s not the full bull run yet.

This thread covers the short-term Degen trades I’m watching - from fresh launches to real institutional crossover plays.

Let’s dive in 🧵👇

[VirtualBacon @virtualbacon]

11/x And finally, don’t touch Hyperliquid at a $45B FDV.

If you're late to that party, look at what’s next:
🔸 @Aster_DEX – Binance’s quiet perps DEX
🔸 @Lighter_xyz – early, underfarmed alt

Both have points programs and airdrop potential.

Use @hansolar21 ’s dashboard to track market share.

[VirtualBacon @virtualbacon]

12/x That’s the full summer alpha drop 🌞

Degens: bookmark this, rotate fast, and farm smart.

Which sector are you watching most closely?👇

[VirtualBacon @virtualbacon]

☕️ GM! Here are the top events in #Crypto from the past 24 hours

📊Market Updates

🔸Strategy buys 10,100 more BTC for $1.05B, bringing its total to 592,100 BTC, nearly 3% of all supply. Funded via preferred stock offerings.

🔸JPMorgan files trademark for “JPMD” crypto services, signaling plans for a USD-backed stablecoin and broader digital asset offerings.

🔸Canada approves first North American spot XRP ETF. Purpose’s XRPP to begin trading June 18 on TSX as altcoin ETF race intensifies.

🔸OCC removes prior restrictions on bank crypto services, allowing direct participation in custody, stablecoin reserves, and payment rails.

🔸CoinShares files for a spot Solana ETF with the SEC, joining VanEck, Fidelity, and others in the race for SOL fund approval.

🔸El Salvador adds 240 BTC since December 2024 despite IMF deal discouraging accumulation, using a one-BTC-a-day strategy to stay compliant.

🌟Highlights

🔸Trump’s Truth Social files S-1 to launch dual Bitcoin and Ether ETF backed by Cryptocom, aiming to list on NYSE Arca and simplify crypto access.

🔸Tron to go public via reverse merger with SRM after US probe pause. Deal involves $210M in tokens and Trump family ties to new entity.

🔸Coinbase and Gemini near EU-wide MiCA licenses via Luxembourg and Malta, raising concerns over regulatory arbitrage across member states.

🔸Pumpfun and several memecoin-linked X accounts were suspended without explanation, sparking speculation of regulatory or policy enforcement.

[VirtualBacon @virtualbacon]

You will never catch the exact top or bottom.

But if you focus on catching the middle, you’ll outperform 90% of this market.

[VirtualBacon @virtualbacon]

No one on CT is talking about this. Dying companies are pivoting to crypto, listing on NASDAQ, and exploding.

Nuvve launched a digital asset arm and 3x’d. K Wave Media raised $500M for $BTC treasury and pumped $1.80 to $5.

Real alpha is happening in public markets, not just on-chain.

[VirtualBacon @virtualbacon]

From major catalyst events to fresh TGE launches, there’s a wave of new opportunities packed with alpha. In this video, I’ll break down the top projects and trends I’m watching, and how I plan to capitalize on them.

04:10 AI Layer-1s Coming Up
07:52 AI Agent Memecoin Launchpads
13:23 Bittensor Subnets
16:21 RWA Sector
18:32 Nasdaq Crypto Narrative
19:50 World Liberty WLF
25:12 Stablecoins Narrative
33:48 Blackhole + Gaming on Avax
42:38 Saros DLMM on Solana
46:27 Hyperliquid Competitors

[VirtualBacon @virtualbacon]

Netcapital, a NASDAQ-listed fintech firm, acquired Mixie, a crypto-native AI gaming protocol. Its token still trades and has solid tokenomics.

Now Tron is set to go public via a $210M reverse merger with SRM, paused US probe, and Trump ties.

This is quickly becoming a real trend. Public companies acquiring crypto projects while keeping tokens alive. Ripple and $XRP was just the beginning.

[VirtualBacon @virtualbacon]

no way lol. TRON going public on the Nasdaq.

[VirtualBacon @virtualbacon]

What's your altcoin of the year so far and why?👇