🟥 Things I’m looking at today 🟥

Trump spooks markets, JP Morgan stablecoin coming, Tron to IPO

Crypto

* BTC: 106k (-2%), ETH: 2550 (-3%), SOL: 151 (-3%)

* Top Gainers: BCH, XMR, TRX, AB, XRP

* BTC ETFs: +$409mn, ETH ETFs: +$21mn

* Crypto falls after Trump’s comments on Tehran

* Strategy buys $1.08b BTC

* JP Morgan files trademark for stablecoin

* Tron to IPO after US pauses probe in its founder

* Eric Trump could take a role at Tron

* Trump’s Truth Social files for dual BTC, ETH ETF

* Coinshares files S-1 for spot SOL ETF

* BTC Maximalism era coming to an end: Garzik

* SOL tech better than ETH tech: Cantor Fitzgerald

* France could integrate BTC mining into energy infra

Macro & General

* NASDAQ: 19.7k (+1%), Gold: 3404 (0%)

* Futures slip after Trump calls for Tehran evacuation

* Trump still indicates room for Iran-Israel deal

* Odds of US-Iran nuclear deal surges to 50%

* Trump leaves G7 early, criticises Macron

* Oil markets still price in short-lived conflict

* OpenAI & Microsoft execs at war: WSJ

* Foreign inflows to US assets are re-accelerating

* BoJ holds rates, plans slower pull-back from bonds

* US, UK finalise sign new trade deal

* US, Canada agree on lower tariffs

* Trump Org launches US made Trump Mobile

* US pushes Vietnam to decouple from China tech

* Soybean Oil prices parabolic

* Air India crash leads to $475m insurance claim

Left Curve Corner

* Hot coins: TIBBIR, ZEX

* Hot NFTs: XCOPY Editions, Creepz

* Major memes fall 5-15%, SPX down 15%

* PumpFun account suspended on X

* PumpFun token indicated at $6bn pre-market

* HYPE falls as borrowing rates & OI push higher

* TIBBIR pumps to $130m, new ATH

@YEET: Crypto’s Casino

Just passed $170m in lifetime volume!

gm