BTC is stuck. Equities are not.
May ended with stocks ripping higher, risk appetite still alive, and yet BTC can’t break out.
That disconnect matters.
▪️BTC flat on June 1
▪️~$1K daily range
▪️NFP this week
▪️US-Iran tensions still unresolved
One of two things happens next:
BTC catches up… or tech keeps leading without crypto.
What’s your call: breakout or more chop?
Crypto had a real week
🇻🇳 Vietnam is moving toward a state-approved crypto market in Q3
🪙 BTC got hit by a liquidation flush
💰 Stablecoins kept showing real-world traction
This week matters
Will BTC hold support? Will regulation keep moving? Will risk appetite come back?
DYOR
What are you watching most?
Vietnam is officially opening the door to crypto.
According to @ItsBitcoinWorld, the country is set to launch a state approved crypto market in Q3 2026, with 5 licensed platforms already preliminarily approved.
Big signal for Southeast Asia.
Bigger question: who moves first? 🇻🇳
https://t.co/Vy3Tfxue3X
IP Supercycle (real)
The people buying into collections right now are real collectors.
We’re seeing people bid on specific traits, characters, and assets that genuinely resonate with them and the communities they want to be part of.
IP is flourishing again, grails are becoming valuable, and subcommunities are thriving.
Let’s dive deeper into it 👇
🟢 @beincrypto highlighted something important: Circle’s Q1 looked weak on paper, but the real story is bigger.
$USDC hit $21.5T in onchain volume, Circle raised $222M for Arc, and the battle is shifting from “stablecoin issuer” to “who owns the rails.”
From a market maker view, this is where liquidity, adoption, and narrative start to converge.
Who wins this next phase? @circle, @tether, or the chains building around them?
https://t.co/OMidPwc8gW
🟡 @CoinDesk called it first: BTC slipping below $80K looks like a leverage washout more than a thesis change.
From a market maker’s view, this is where books get cleaned up and real buyers decide whether the base holds.
Do you think this is capitulation or just another reset?
https://t.co/Jza0BG1T6t