🪙 Circle in the last hour minted 800 000 000 USDC.

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🐳 SpaceX plans a merger with xAI before IPO — the valuation of the combined company is about $1.15 trillion, according to Bloomberg materials.

The placement is expected in June 2026 and could become the largest IPO in history.

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🚬 Donald Trump: I have done more for crypto than anyone else.

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🍿 Changpeng Zhao responded to the main FUD stories of recent days surrounding CZ and Binance:

1️⃣ “Secret Polymarket bet”. The bet that someone will throw an object at CZ's face at a crypto event in 2026 with a volume of $7 million is fake. No such market exists on Polymarket or anywhere else. The stated volume does not exist.

2️⃣ “CZ canceled the supercycle”. CZ only said that he is now less confident in the supercycle than before. There were no statements about the "end of the supercycle" — these are interpretations by Twitter users.

3️⃣ “Binance sold $1 billion in BTC”. Incorrect. BTC was sold by Binance users, not the exchange. Binance wallet balances change due to user withdrawals, while most funds continue to be stored on the platform.

4️⃣ “SAFU fund is not buying BTC”. Binance previously announced that it would convert $1 billion from stablecoins to BTC within 30 days as part of the SAFU fund. Purchases are made through CEX, and the transfer of funds may be closer to the end of the period. At the same time, $1 billion against the backdrop of BTC's capitalization ($1.7 trillion) is more of a symbolic signal to the market than a price-influencing factor.

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🧠 Why crypto is in the sh*t — essay by goodalexander:

1️⃣ Tokenization didn't take off. On-chain stocks and bonds didn't bring real fees to L1s. Loud announcements (Robinhood, Nasdaq) either had no effect or turned out to be private solutions. Network revenues are falling, inflation — remains high.

2️⃣ Crypto out of market focus. The main investment narratives are foreign stocks, gold, and AI. Crypto simply ceased to be the focus of capital.

3️⃣ Trump didn't play out. Crypto was traded as a proxy for Trump, but his key promises were not realized. EURUSD is growing, BTC is weakening, and regulatory progress and stablecoins risk rolling back along with the political narrative.

4️⃣ Gold won sovereign diversification. States use gold for bypassing sanctions and geopolitical hedging — not crypto. This strengthens gold's role as a reserve asset.

5️⃣ The digital gold narrative broke. When gold and AI grow, and crypto falls, faith in BTC's protective function disappears — especially against the backdrop of high valuations and network inflation.

6️⃣ AI × crypto didn't happen. There are no practical connections. AI agents and on-chain AI remain an idea without implementation, and tokens do not confirm value.

7️⃣ DAT structures are dangerous in a falling market. Purchases at high prices create risk: at a discount to NAV, activists can extract value by selling underlying tokens.

8️⃣ Quantum fears — mostly noise. The market doesn't actually trade quantum risk — it's mostly narrative self-FUD.

Summary: crypto as an anti-state asset bet everything on an alliance with the state — regulation and mass adoption — and lost. The deal with power turned out to be an illusion.

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🖥 Against the backdrop of BTC's fall, many ASIC miners started operating on the verge of profitability: at an electricity price of $0.08 per kWh, a number of popular models are unprofitable at a rate below $86 000.

Newer devices remain profitable from $69 000, and the most efficient ones — even from $44 000 per BTC.

The situation is partially alleviated by a decrease in mining difficulty and a drop in hashrate due to miner shutdowns in the US.

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🗽 Trump Media launches its own token for company shareholders — shareholders can receive digital assets that provide bonuses and access to the company's ecosystem products and events.

The company emphasizes that "tokens are not an investment asset, do not grant rights to a share or income, and are not exchangeable for money".

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💎 Metals significantly rebounded today: gold rose by 6% in 24 hours, silver — by 12%.

Earlier, Bloomberg analysts stated that Bitcoin became less volatile than gold.

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😱 Neural networks can now rent a human — a freelance exchange Rent a Human has appeared for AI agents, where a neural network can hire a human to perform tasks that it cannot cope with itself.

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🪙 Companies Trend Research and Garrett Jin continue to sell Ethereum to repay loans and avoid liquidation — in the last 3 days, they deposited a total of 316,185 ETH ($738,000,000) to Binance.

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🪙 Tether abandoned plans to raise up to $20 billion after negative investor reaction to the company's $500 billion valuation — now consultants are considering a much more modest round, around $5 billion.

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