🚀 Macro & Regulation

• S&P 500 briefly surged to a new all-time high.

• NVIDIA earnings: Adjusted EPS at $1.05 with record revenue of $46.74B (+56% YoY). Data center revenue slightly below expectations. Company approved an additional $60B stock buyback; Q3 revenue guidance around $54B (ex-China H20 chips). Shares fell ~3% after hours.

• EU to propose scrapping tariffs on U.S. industrial goods in exchange for reduced U.S. auto tariffs.

• CFTC adopts Nasdaq surveillance system for cross-market fraud and manipulation monitoring in crypto.

• Japan’s Monex Group explores launching a yen stablecoin.

• KuCoin becomes first global exchange to support Thailand’s government-backed G-Token.

• Mastercard & Circle expand USDC/EURC settlement partnership across EEMEA region.

🍀 Corporate Treasuries

• CIMG Inc. (NASDAQ: IMG) adds $FLOCK to reserves, leveraging AI & FL alliance for business model enhancement.

• David Bailey (Nakamoto) launches new $5B ATM initiative to acquire BTC.

• Metaplanet to raise $880M via equity issuance for further BTC accumulation.

• Strategic SOL Reserve tracking available at strategicsolanareserve.org.

🔍 Projects & Protocols

• $AVAIL $XAR: Avail acquires Arcana; XAR tokens redeemable 4:1 for AVAIL.

• $ALGO $XLM: VersaBank pilots tokenized deposits in the U.S. using Algorand, Ethereum, Stellar.

• $LAYER: Solayer launches sBridge, an SVM-focused cross-chain bridge for high-frequency trading.

• $OGN: ETH Strategy partners with Origin Protocol to expand yield strategies.

• $KAITO: Introduces new verification system for NFT & token holdings.

• $AERO: Trading volume up +30% since Coinbase DEX integration.

• $OM: MANTRA announces $25M buyback (>10% of circulating supply).

• $AAVE: Launches Horizon (permissioned V3) for institutions — supports Treasuries/CLOs as collateral, lending in USDC, RLUSD, GHO.

• $IOTX: Animoca Brands makes strategic investment, joining IoTeX as validator and ecosystem partner.

• $DOT: Paraguay to invest in Polkadot-based tokenization hub (hotel, university, data center).

• $JUP: Jupiter Lend public beta live — advanced Solana money market built on Fluid.

• $PUMP: Pumpfun SDK adds fee tiers (market-cap thresholds); fees split among LPs, protocol, creators.

• HYPE: Briefly hit $50 ATH; Hyperliquid adds new safeguards post-XPL liquidation.

• $PROVE: Succinct x Tandem deploy ZK proofs on Arbitrum.

• $SUI: Sui x Alibaba Cloud release AI programming assistant.

• Hyperdrive: Launches new LST HYPED — zero fees, capital-efficient, user-friendly.

• The Clearing Company: Former Polymarket team raises $15M (led by USV) to build compliant prediction markets.

Solana Bench: New AI performance benchmark for on-chain execution.

• MetaMask integrates .SOL domains for human-readable SOL transfers & browsing.

• Mira Network launches Mira Foundation.