A new bipartisan bill in Congress proposes building a strategic Bitcoin reserve of 1 million BTC, equal to about 5% of total supply. Part of the reserve may come from seized crypto assets
Binance is rolling out trading on company expectations before IPOs, starting with SpaceX. It is not stock and not a classic futures product, but a pre-IPO perpetual
A digital assets executive at a major US $BANK says banks are entering crypto through stablecoins. Derivatives and onchain trading still matter far less to them
OpenAI co-founder Andrej Karpathy just joined Anthropic
Former $TSLA AI head and one of the most respected AI researchers in the world says he wants to "get back to R&D" at the most important moment in $LLM development
Investment bank analysts say that US-Iran breakthrough eases energy risks; Trump’s tariff refund and AI easing comments boost risk appetite; Fed hawkish minutes support USD but favor defensive assets and financial stocks; Crypto shows resilience with $BTC around 76k-77k, viewed as long-term allocation asset.
Major bank analysts think that Trump’s war-end statement injects temporary optimism, easing some inflation concerns and supporting risk assets—especially AI & tech growth sectors; However, 30-year yield record high reinforces “higher for longer” expectations, warranting short-term caution on valuation pressure and data misses;
NVIDIA earnings seen as key test for AI narrative continuity, with broad expectations of beat-and-raise and solid long-term growth logic.
30-year US Treasury yield broke 5.19%, new high since 2007, reflecting rising inflation expectations; prediction markets show higher Fed hike probability before July 2027;
High-yield environment may limit future rate-cut room, with mortgage rates at highest since last July.