Crypto Wave 1

Mesh raises $75M Series C at $1B valuation as crypto payments infrastructure heats up The San Francisco startup has crossed unicorn status with backing from Dragonfly Capital, Paradigm, and Coinbase Ventures. Russia is going full steam ahead with its digital ruble. The Central Bank of Russia has confirmed that the large-scale rollout of its central bank digital currency will begin on September 1, 2026, making it one of the most ambitious CBDC launches anywhere in the world. $BTC $ETH #BTC Price Analysis# #Macro Insights#

Jameson Lopp launches Proof of Sound, turning $BTC data into music and visuals The Casa co-founder's latest project transforms live mempool activity into an audiovisual experience, no wallets required. Imagine if Bitcoin’s mempool had a soundtrack. That’s essentially what Jameson Lopp just built. The Casa co-founder and Chief Security Officer on July 2 unveiled Proof of Sound, a platform that translates real-time Bitcoin network data into music and visuals. Think of it as a seismograph for the blockchain, except instead of measuring earthquakes, it’s measuring transaction fees and block formation, and instead of squiggly lines, you get beats. #BTC Price Analysis# #Macro Insights# $ETH

Metaplanet Adds 2,823 Bitcoin, Reaches 43,000 BTC and Becomes World’s Third-Largest Corporate Treasury Metaplanet added 2,823 $BTC in the second quarter to reach 43,000 Bitcoin, becoming the world's third-largest corporate Bitcoin treasury behind Strategy and Twenty One Capital. Metaplanet crossed the 43,000 BTC threshold on July 2, a milestone that places the Tokyo-listed firm as the world’s third-largest corporate Bitcoin holder. The company now trails Strategy and Twenty One Capital across the global corporate ranking, and its climb underscores Japan’s role in the corporate Bitcoin accumulation race. #BTC Price Analysis# #Macro Insights# $XRP

Anthropic in talks with Samsung Electronics to build custom AI chips The Claude AI maker is looking to reduce its dependence on Nvidia by partnering with Samsung's foundry business for custom silicon.. Anthropic, the company behind the Claude AI models, is negotiating with Samsung Electronics to manufacture a custom AI chip. The partnership would represent a significant step in Anthropic’s broader strategy to diversify its chip supply away from Nvidia. $BTC $ETH #BTC Price Analysis# #Macro Insights#

American Bitcoin Sets 1-for-15 Reverse Split to Regain Nasdaq Compliance. Why Is American $BTC Carrying Out a Reverse Split? American Bitcoin, the bitcoin mining and treasury company established by Eric Trump and Donald Trump Jr., said it will implement a 1-for-15 reverse stock split next week as it seeks to maintain compliance with Nasdaq’s minimum $1 bid requirement. The split will take effect after the market close on Thursday, with the stock scheduled to open on a split-adjusted basis on Monday under the same ABTC ticker. Every 15 shares of Class A and Class B common stock will automatically be consolidated into 1 share. #BTC Price Analysis# $ETH #Macro Insights#

Austria coach Ralf Rangnick outlines plan to limit Lamine Yamal’s impact at World Cup Rangnick compared the teenage Spanish winger to Lionel Messi while detailing Austria's defensive blueprint ahead of their round-of-32 clash. The Austria head coach laid out his approach to containing Spain’s Lamine Yamal ahead of their FIFA World Cup round-of-32 match on July 2, 2026, in Inglewood, California. Rangnick described Yamal as an “excellent player” who could dominate the game for the next 12 to 14 years, and stressed that his side must limit the winger’s space and, critically, his opportunities to dribble. $BTC #BTC Price Analysis# #Macro Insights# $ETH

$BTC breaks above $60,000 after Fed Chair Warsh said inflation risks has come down. The Fed chair reiterated the central bank's commitment to its 2% inflation target while signaling artificial intelligence could reshape the economy and monetary policy. #BTC Price Analysis# #Macro Insights# $ETH

Circle burns $250M USDC on $ETH , issues $910M on Solana The stablecoin giant's supply management signals a clear liquidity migration toward $SOL as institutional demand reshapes where dollars flow on-chain. Circle just pulled a quarter-billion dollars worth of USDC off Ethereum and stamped out $910 million in fresh tokens on Solana. Think of it as moving cash between registers at a store, except the registers are blockchains and the cash is the second-largest stablecoin in crypto. The net effect: a $660 million liquidity swing toward Solana. #BTC Price Analysis# #Macro Insights#

Super Micro Computer’s Taiwan offices raided in Nvidia chip smuggling probe Taiwanese prosecutors searched SMCI offices and residences of six individuals as part of an expanding investigation into illegal Nvidia AI chip exports to China. Taiwanese authorities executed raids on Super Micro Computer’s local offices on June 29, searching the company’s operations as part of a widening investigation into alleged smuggling of Nvidia AI chips to China. The Keelung District Prosecutors Office searched SMCI’s Taiwan office, three affiliated company sites, and the homes of six individuals connected to the firm. SMCI shares dropped as much as 9% on the news. #BTC Price Analysis# $BTC #Macro Insights# $XRP

'The Collapse Point Is Near': Chinese Wealth Funds Warn of Global AI 'Super Bubble' Burst. Two of the largest Chinese wealth funds, Wealspring Asset and Banxia, have warned about the impending doom of the global AI boom, stating that the so-called bubble may burst in the near future, as AI companies still lack a long-term moat for their operation. #BTC Price Analysis# $BTC #Macro Insights# $XRP

'The Collapse Point Is Near': Chinese Wealth Funds Warn of Global AI 'Super Bubble' Burst. Two of the largest Chinese wealth funds, Wealspring Asset and Banxia, have warned about the impending doom of the global AI boom, stating that the so-called bubble may burst in the near future, as AI companies still lack a long-term moat for their operation. #BTC Price Analysis# $BTC #Macro Insights# $XRP

A newly created crypto wallet predicted three World Cup matches within two days, incurring a total loss of over $3.97 million.  According to monitoring by Onchain Lens, a newly created wallet named "coldsway" placed bets on three World Cup matches within just two days of its creation, incurring a total loss of over $3.97 million. The wallet suffered its biggest loss in the South Africa vs Canada match, losing approximately $3.14 million there as Canada won. It also lost around $1.97 million in the Colombia vs Portugal match. $BTC $ETH #BTC Price Analysis# #Macro Insights#

Ripple Takes CLARITY Act Campaign to Washington, D.C., as Senate Vote Pressure Builds Ripple put its CLARITY Act message on wheels June 25, sending a branded truck through Washington, D.C., as Congress continued work on digital asset market rules. The campaign put the company’s policy argument before lawmakers, staff, and industry advocates as they watched the Senate’s next move. #BTC Price Analysis# #Macro Insights# $BTC $ETH

Polygon moved roughly $79.25 billion in stablecoin volume during May, its second-highest month ever. The network also ranked first among all blockchains in transaction count for the month, processing 198 million USD-denominated stablecoin transactions. Polygon processes $80B in stablecoin volume, leads all blockchains in transactions The network handled 198 million stablecoin transactions in May, quietly becoming the go-to rail for real-world crypto payments. #BTC Price Analysis# #Macro Insights# $BTC $ETH

CrowdStrike reports 90 organizations targeted by prompt injection attacks in 2025 AI-enabled cyberattacks surged 89% year-over-year, with one incident draining $175,000 from an AI-controlled crypto wallet through a Morse-code-encoded prompt. #BTC Price Analysis# #Macro Insights# $BTC $ETH

Chainlink added over $4.6 million in LINK to reserves while price tested key $7.29 support In Brief 📈 Chainlink added $4.6 million worth of LINK to its reserves, bringing the total to 4.5 million tokens. 🧐 $LINK traded at $7.29 and tested a critical support zone with investors watching for a rebound. ⏳ Growing reserves and sideways Bitcoin movement keep market sentiment cautious in the short term. #BTC Price Analysis# #Macro Insights# $BTC

Grayscale’s Head of Research Zach Pandl discussed Strategy’s $BTC -heavy capital structure in the context of market confidence. The analyst view suggested that selling a portion of Bitcoin holdings could be one way to address corporate balance sheet pressure. Risk note: Do not imply Strategy has announced a sale, is forced to sell, or is in financial distress. #BTC Price Analysis# $ETH #Macro Insights#

How Binance Turned CZ Into a Billionaire Richer Than Bill Gates. Forbes estimates CZ’s fortune at $110B, placing the Binance founder ahead of Bill Gates in the latest rankings. Binance ownership remains the largest contributor to CZ’s wealth despite past regulatory settlements and leadership changes. Forbes says Bill Gates’ continued philanthropy has reduced his personal fortune while keeping him among top billionaires. CZ noted crypto wealth changes rapidly because private company valuations and digital asset prices fluctuate daily. $BTC #BTC Price Analysis# $ETH #Macro Insights#

Strategy’s unrealized Bitcoin loss exceeded $13 billion as share price fell below reserve value In Brief 🚨 Strategy’s paper losses in $BTC have surpassed $13 billion with Bitcoin trading well below their average buy-in price. 📉 The firm’s market cap has dropped 43% below the value of its Bitcoin reserves, preventing new share issues for more crypto buying. 💸 Analysts from Grayscale and Ripple warn that massive BTC sales could be needed to cover debts, keeping the spotlight on Strategy’s risky position. $XRP #BTC Price Analysis# #Macro Insights#

The Alphabet offering, unpacked Alphabet’s equity raise was initially pegged at $80 billion. It was upsized to the $84.75 to $85 billion range in early June. The structure has two major components: a $40 billion at-the-market program set to begin in Q3 2026, and a $10 billion private placement with Berkshire Hathaway. The proceeds are earmarked for AI infrastructure and compute expansion. Analysts at UBS have raised their AI capital expenditure forecasts to support an estimated $820 billion in total infrastructure spending across the industry. #BTC Price Analysis# #Macro Insights# $BTC $ETH