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A Kalshi IPO could be on the way after the prediction market firm opened informal IPO discussions with investment banks after its annualized revenue surpassed $2Bn, double the $1Bn run rate the Wall Street Journal reported in March 2026.
The company’s $22Bn valuation and $16.81Bn in May trading volume anchored what would be one of the largest fintech public offerings in recent memory, becoming the latest in line across the recent IPO craze.
Exclusive: Kalshi’s annualized revenue has roughly tripled since November, driven by traders betting on NBA and World Cup games. The company is now exploring a public listing as it seeks deeper ties with Wall Street. More details: https://t.co/Rt3WB62tLh pic.twitter.com/ywus2IdJTs
— The Information (@theinformation) June 18, 2026
The revenue acceleration came less than six weeks after Kalshi closed a $1Bn Series F led by Coatue, with Sequoia Capital, Andreessen Horowitz, Morgan Stanley, and ARK Invest among the participants, at the same $22Bn valuation.
That $22Bn valuation is roughly double the approximately $11Bn Series E valuation the company carried as recently as December 2025.
Kalshi IPO: $16.81Bn May Volume, 2.4x Polymarket, and an Annualized Trading Run Rate That Hit $178Bn Before the IPO Clock Started
SOURCE: Dune.com/kalshi
In May, Kalshi’s trading volume reached $16.81Bn, surpassing Polymarket’s $7.08Bn by 2.4x, according to The Block and DeFiLlama.
This marked an increase from April’s $14.81Bn for Kalshi and $9.01Bn for Polymarket. The shift highlights Kalshi’s regulatory advantages, given its centralized, CFTC-regulated model, compared to Polymarket’s decentralized approach.
Kalshi’s trading volume saw massive growth, going from $52Bn to $178Bn annually, with institutional trading rising more than 800%.
The platform claims over 90% of US prediction market activity and a majority of global volume, with around 85% of recent transactions linked to sports markets, driving both growth and regulatory scrutiny.
Kalshi IPO News: Series F at $22Bn Valuation Implies 18x Annualized Revenue and Signals the Market Is Pricing a Derivatives Exchange, Not a Consumer App
Kalshi’s $22Bn valuation after its Series F implies an 11x revenue multiple on the current $2Bn annualized revenue, potentially aligning with exchange-level multiples if growth continues.
Sacra’s research positions Kalshi as a “new asset class,” with fee-take rates of around 1.2% of processed volume and a more robust revenue profile than earlier consumer-only prediction markets.
With $178Bn in annualized trading volume and a blended take rate of about 1.1–1.2%, the $2Bn revenue figure shows structural support. Informal IPO discussions are underway, with bankers under consideration and financial models being tested ahead of an S-1 filing.
Kalshi gained significant attention for its accurate predictions in the 2024 presidential election, driving interest from both retail and institutional investors. The 2026 midterm elections could further boost volume and position Kalshi IPO ahead of Polymarket before any public listing.
Kentucky Becomes Latest State to Sue Kalshi as the CFTC Asserts Exclusive Federal Jurisdiction Over Prediction Markets
LATEST: Kentucky is suing Kalshi and Polymarket, accusing them of operating "illegal sportsbooks" in the state without a gaming license. pic.twitter.com/whCQxx2sVU
— CoinMarketCap (@CoinMarketCap) June 19, 2026
Kentucky has sued Kalshi, claiming it operates an unlicensed sports betting platform in violation of state gambling laws. This lawsuit is part of a broader multi-state legal effort affecting Polymarket and similar entities.
The states argue that event contracts tied to sports outcomes are gambling products requiring state licensing, regardless of their federal classification. In response, gaming industry groups have urged lawmakers to include language in crypto market legislation that would ban prediction markets from listing sports-related contracts.
Meanwhile, the Commodity Futures Trading Commission (CFTC) has countersued, asserting that the Commodity Exchange Act grants it exclusive federal jurisdiction over designated contract markets such as Kalshi, thereby overriding state laws.
Kalshi’s CFTC designation as a designated contract market, granted in 2020, supports its classification. As the jurisdictional conflict remains unresolved, it poses a significant risk to Kalshi’s IPO timeline and product offerings, especially since sports contracts account for about 85% of their volume.
What to Watch: CFTC Preemption Rulings, State Lawsuit Outcomes, Formal Banker Mandates, and the 2026 Midterm Volume Test
The key signal to watch is whether federal courts issue preliminary injunctions against state actions affecting Kalshi while the CFTC’s preemption argument is litigated.
A favorable ruling could clarify operational uncertainties and speed up the Kalshi IPO timeline. Following informal banker discussions, formal selection would be the next milestone, usually occurring six to twelve months before an S-1 filing.
Pre-IPO platforms like Forge are already attracting investor interest and providing real-time valuation insights as the legal situation evolves.
The 2026 midterm elections could serve as a catalyst and proof of concept for Kalshi’s prediction markets, potentially enhancing the revenue outlook for public investors.
A critical question during the IPO will be whether Kalshi’s $22Bn valuation, largely based on sports-betting volumes that are subject to state prohibitions, can withstand public-market scrutiny amid ongoing jurisdictional issues with the CFTC.
The author does not hold or have a position in any securities discussed in the article. All prices were quoted at the time of writing.
The post Kalshi’s $22B Valuation Faces IPO Test as State Lawsuits Threaten Its Biggest Revenue Driver appeared first on Tokenist.

In the latest Binance ECB drama, Binance’s application for a Markets in Crypto-Assets (MiCA) license in Greece reportedly collapsed after ECB President Christine Lagarde reportedly instructed Greek regulators to reject it. This intervention could signify substantial central bank influence over the licensing process, leaving Binance with less than two weeks to secure EU authorization before the July 1, 2026, deadline.
Journalist Gareth Jenkinson noted that Lagarde ordered Greece’s Hellenic Capital Market Commission to reverse its approval, even though the commission had already met most regulatory requirements. Although there has been no formal public rejection, non-compliance could result in fines up to €5M.
Binance applied for the MiCA license on January 22, 2026, intending to create a Greek holding company to serve all EU member states under one authorization.
Co-CEO Richard Teng had previously supported this strategy, but it is now effectively abandoned. Teng’s statement on X about customer asset security appears to be more about damage control than regulatory progress.
Binance ECB Drama: Lagarde’s Anti-Crypto Posture and the ECB’s Structural Play
I am reliably informed that ECB president Christine Lagarde directly ordered Greece to reject Binance’s MiCA license application. My source said Binance had essentially been given the green light by Greece’s regulator, before the ECB stepped in. Not good news for crypto if the… https://t.co/sLpBaoxx0L
— Gareth Jenkinson (@gazza_jenks) June 17, 2026
The alleged Greek intervention coincided with remarks by ECB President Christine Lagarde at the Banco de España LatAm Economic Forum in May 2026, where she criticized euro-denominated stablecoins as structurally fragile, citing the loss of USDC’s peg during the 2023 Silicon Valley Bank collapse.
ECB Executive Board member Isabel Schnabel echoed these concerns on June 1, highlighting that dollar-pegged stablecoins dominate the market and may entrench US monetary influence. Lagarde and other central bankers rejected a proposal from think tank Bruegel to ease liquidity requirements for crypto issuers, favoring a digital euro instead.
The ECB’s digital euro is not expected to launch until at least 2029, creating a window for private crypto infrastructure to grow. Binance’s MiCA passport, which serves 90 million European users, could significantly impact the competitive landscape.
France as Last Resort: The AMF’s Backlog, an Active Criminal Investigation, and the Regulatory Shopping Warning
With Greece off the table, Binance is now looking to France and the Autorité des Marchés Financiers (AMF) for MiCA authorization.
No formal application has been submitted yet; discussions are ongoing. France is considered the only realistic option for processing this authorization before June 30, but time is tight.
However, the situation is complicated. About 90 registered digital asset service providers in France still need to convert their PSAN registrations into full MiCA licenses, creating a backlog at the AMF.
Additionally, the AMF has cautioned against regulatory shopping, a concern for Binance after exhausting options in the Netherlands, Cyprus, and Germany.
Moreover, French authorities are investigating Binance for suspected money laundering and tax violations relevant to activities from 2019 to 2024, adding to the compliance challenges.
In other Binance ECB news, a separate investigation into Binance, initiated in mid-2023 for aggravated money laundering and illegal provision of digital asset services, is also ongoing, further complicating their situation.
MICA : LA FRANCE, LE DERNIER ESPOIR DE BINANCE ? D'après les dernières informations, la France serait désormais la seule option viable pour Binance afin de maintenir son accès au marché européen, suite à un rejet discret mais politique en Grèce. Derrière le rejet de… pic.twitter.com/fnnOan8UfW
— Altcoins France (@AltcoinsFrance) June 17, 2026
What to Watch: AMF Filing Confirmation, HCMC Formal Rejection, and the July 1 Hard Stop
The key factor to watch is whether Binance files a MiCA application with the AMF by June 30, as this will indicate its intentions in the French market.
A filing doesn’t guarantee approval, and if they don’t apply, they might have to limit EU services or face penalties under MiCA.
Additionally, a formal rejection from Greece’s Hellenic Capital Market Commission is crucial. If the rejection is based on regulatory grounds, it would affirm the reported intervention by Lagarde.
However, if it’s informal, ESMA may investigate compliance with MiCA regulations, especially since there’s no extension to the transitional period.
Rival exchanges like Coinbase and Kraken could gain significant EUR-paired volume if Binance fails to obtain authorization.
The European Commission’s focus on taxing crypto markets adds pressure on late entrants. Ultimately, the critical question before July 1 is whether the AMF can process Binance’s application in time.
The author does not hold or have a position in any securities discussed in the article. All prices were quoted at the time of writing.
The post Binance ECB Drama: Lagarde Blocked Binance’s EU License — France Is Its Last Hope Before July appeared first on Tokenist.

Ethereum crossed 1,012,824 cumulative lifetime developers as of June 15, 2026, making it the largest developer ecosystem in blockchain by an order of magnitude, a milestone Consensys co-founder Joseph Lubin confirmed on X.
He cites analysis from Joseph Chalom, CEO of SharpLink (Nasdaq: SBET) and former Head of Digital Assets Strategy at BlackRock, and links to his own 2019 DevCon5 keynote with three words: “We got there.”
Another great post from @joechalom and @Sharplink. It is great to see Joseph highlight the remarkable milestone of 1 million lifetime developers that have built or build on Ethereum. Joseph also touches on some key factors that will lead to the many L2s, and private permissioned… https://t.co/WuithX3i6H
— Joseph Lubin (@ethereumJoseph) June 15, 2026
The headline figure is cumulative, not concurrent. Electric Capital’s underlying dataset, which SharpLink’s analysis draws on, counted approximately 232,000 active developers on Ethereum in the prior 12 months.
The more operationally relevant figure is for assessing current ecosystem health versus the milestone’s historical significance.
Consensys Lubin: Lifetime Contributors vs. Active Builders, Methodology, and What the 1 Million Figure Actually Measures
Chalom’s post highlights a key competitive question in crypto: “the decisive question…is not which chain is fastest, but where the best builders choose to build for the long term.”
The milestone of 1,012,824 counts all unique human contributors who have committed code to Ethereum L1, major L2s, or ecosystem repositories after filtering for bots.
This broad definition includes contributions from Layer 2 networks like Optimism, Arbitrum, Base, zkSync, and Starknet, as well as core clients like Geth and major tools like Hardhat and OpenZeppelin.
While a developer who contributed to a 2017 ICO still counts toward the million, this context highlights Ethereum’s structural lead over other ecosystems, which max out in the “low hundreds of thousands.”
According to Electric Capital data, seasoned contributors represent about 70% of all code commits, indicating that experienced builders significantly shape the ecosystem’s output, rather than one-time contributors artificially inflating the total.
DevCon5 Osaka to June 2026: How the OneMillionDevs Target Shaped Seven Years of Ethereum Developer Strategy
In October 2019 at DevCon5 in Osaka, Lubin delivered a keynote titled “When 1 Million ETH Devs?” highlighting that reaching a million developers would trigger self-reinforcing network effects for ETH.
The OneMillionDevs initiative launched to support this goal through educational content, hackathons, and onboarding programs.
The journey included key moments like DeFi summer in 2020, the NFT boom in 2021, The Merge in September 2022, and the L2 proliferation from 2023 to 2025, each attracting different developer groups.
Consensys CEO Lubin’s June 15 post mentioned the milestone’s organic emergence, framing ETH as “globally systemically important” because it serves as a fee and settlement currency across various networks.
Ethereum Developer Ecosystem: Competitive Position, Active-Developer Share Compression, and What Network Effects Look Like at Scale
SOURCE: TradingView
Ethereum’s 31% share of active crypto developers in 2026, down from 82% in 2020, complicates the interpretation of its growth.
While Solana, BNB Chain, and Cosmos SDK have gained developer interest, Ethereum’s absolute numbers still lead with 232,000 active developers, more than any competitor.
The depth of its tooling creates significant switching costs, making raw developer counts less telling.
Developer dynamics have shifted: 70% of contributions come from a small, experienced group that guides protocol decisions, while the larger developer base fosters diversity in applications and tooling.
This structure enhances stability but means that Ethereum’s protocol velocity may not be as fast as headline figures suggest.
The author does not hold or have a position in any securities discussed in the article. All prices were quoted at the time of writing.
The post Ethereum Crosses 1M Lifetime Developers: Consensys Lubin: ‘We Got There’ appeared first on Tokenist.

O BlackRock iShares Bitcoin Premium Income ETF (BITA) começou a ser negociado na Nasdaq em 16 de junho de 2026, tornando-se o primeiro ETF de Bitcoin gerador de rendimento da história, um fundo de renda com opções de venda cobertas que visa converter a volatilidade implícita do Bitcoin em distribuições de caixa mensais em vez de replicar a exposição ao preço à vista.
A Comissão de Valores Mobiliários (SEC) concedeu eficácia na noite de 15 de junho de 2026, superando o último obstáculo regulatório após a BlackRock ter apresentado sua quarta emenda S-1/A no início de junho descrevendo uma estratégia gerida ativamente de escrita de opções de compra principalmente sobre suas ações do iShares Bitcoin Trust (IBIT).

A MetaMask ampliou seu cartão de débito cripto respaldado pelo Mastercard para 13 novos países da América Latina, aumentando sua presença total na LATAM para 17 mercados e ultrapassando 50 países globalmente.
O anúncio de 11 de junho adiciona Chile, Costa Rica, República Dominicana, El Salvador, Guatemala, Honduras, Guiana, Nicarágua, Panamá, Paraguai, Peru, Suriname e Uruguai a um programa regional que já estava ativo na Argentina, Brasil, Colômbia e México.
O Cartão MetaMask acaba de se expandir pela América Latina. Agora, 13 novos países podem gastar cripto diretamente de sua wallet. Em qualquer lugar onde o @Mastercard é aceito. pic.twitter.com/FIFY1P00Zj

A reunião de política do Banco do Japão de dois dias, que termina em 16 de junho de 2026, tem uma probabilidade implícita de mercado de 80–97% de um aumento de 25 pontos base na taxa do BOJ, elevando a taxa de referência do Japão de 0,75% para 1,0%, o maior desde 1995.
Historicamente, cada aumento da taxa do BOJ desde março de 2024 resultou em quedas no preço do Bitcoin entre 18% e 32%, com uma média de 27%.
Atualmente, o BTC está em baixa de mais de 50% em relação aos altos de outubro de 2025, e as posições short em yen estão em um pico de nove anos, com $1,5Bn em liquidações do lado long em um período de 24 horas no início deste mês.

In SpaceX IPO news, BlackRock placed an order for at least $5Bn of SpaceX shares ahead of the company’s Nasdaq debut Friday, according to reporting by the Wall Street Journal, as total investor demand across the $75Bn offering reached approximately $250Bn, nearly 4x the available supply.
SpaceX priced 555,555,555 shares at $135 each on Thursday, locking in a valuation of approximately $1.77 trillion and claiming the title of the largest public offering in history.
This is absolutely insane: The SpaceX IPO has now drawn more than $70 BILLION worth of retail orders alone. SpaceX is raising $75 billion, making retail interest ALONE enough to nearly fill the entire sale. To put this in perspective, the previous record IPO was Saudi Aramco…
— The Kobeissi Letter (@KobeissiLetter) June 11, 2026
To contextualize that single order: BlackRock’s $5Bn bid is nearly equivalent to the entire $5.55Bn raised by chip maker Cerebras Systems, which held the record for the largest U.S. IPO of 2026 before SpaceX eclipsed it.
The asset manager, which oversees roughly $536Bn in actively managed funds, was joined by sovereign wealth funds and a single family office investor whose order alone exceeded $1Bn.
BlackRock Involvement, Record Scale, Record Demand: The $250Bn Order Book That Dwarfs Every Prior IPO Benchmark
SOURCE: Aster
SpaceX’s confidential IPO filing earlier this year aimed for a valuation of $1.75 trillion, with the final share price confirming that target.
The order book closed with demand totaling about $250Bn, indicating investors requested more than three times the available shares before final allocations.
Individual investors alone submitted more than $70Bn, surpassing Saudi Aramco’s $29Bn debut in 2019, previously the largest IPO.
Goldman Sachs and Morgan Stanley are leading the underwriting syndicate, along with Bank of America and JPMorgan, with fees around 1.0%–1.25%, significantly lower than the typical 3%–7%.
This reflects SpaceX’s strong negotiating position. The dual role of Goldman Sachs as a lead underwriter raises potential conflicts of interest regarding any positive analyst commentary from the firms involved.
EXPLORE: Goldman Sachs Projects SpaceX AI Revenue Will Hit $322Bn by 2030
How IPO Allocation Works at This Scale: The Mechanics Behind a 4x Oversubscribed Book
In a standard IPO book-build, investors submit orders knowing they will receive only a fraction of the shares in oversubscribed deals.
Allocations are determined by underwriting banks based on order size, investor type, history, and issuer directives, with retail investors typically getting around 10%.
In contrast, SpaceX, under Elon Musk, aims for a retail allocation of about 30%, around $22.5Bn of the $75Bn offering, through firms like Charles Schwab and Fidelity.
This is 2–3 times higher than the Wall Street norm, signaling Musk’s intent to make the Starlink and SpaceX IPO accessible to smaller investors.
Additionally, underwriters hold a greenshoe option covering about 83.3 million shares, which could generate an additional $11.2Bn if exercised, potentially raising total capital to the mid-$80Bn range.
This option helps stabilize post-listing trading by allowing banks to cover short positions if the stock dips below the $135 IPO price in the first 30 days.
Retail Investors Face Low Fill Rates Despite the Largest Individual Allocation in U.S. IPO History
CNBC reported on June 11 that SpaceX reduced its retail tranche from ~30% to the low 20s due to surging institutional demand, driven in part by BlackRock’s $5Bn order.
Retail investors are competing for about $15–17Bn in shares, with $70–100Bn in orders, resulting in low fill rates. In a 15x oversubscription scenario, a $10,000 order results in about $667 of stock, translating to a 6.7% fill rate.
Broker minimums vary, with Fidelity lowering its to $2,000, while others like Robinhood have no stated floor. Retail investors may face a tough choice about whether to buy in the secondary market at nearly double Morningstar’s $63 fair value estimate.
The allocation cut is not unusual, but it highlights the gap between expectations and outcomes. SPCX will begin trading on Friday, and initial pricing will influence decisions for those with partial allocations.
EXPLORE: SpaceX IPO: China Lockout, Binance Futures, and Retail Access Alternatives
Disclaimer: The author does not hold or have a position in any securities discussed in the article. All stock prices were quoted at the time of writing.
The post BlackRock Places $5Bn SpaceX IPO Order: What You Need to Know appeared first on Tokenist.

O CEO da ConsenSys, Joe Lubin, afirmou que o Ethereum pode se tornar um protocolo totalmente baseado em provas de conhecimento zero dentro de três a cinco anos, colocando a janela de transição entre 2029 e 2031, citando a prova ZK em tempo real já ativa nas redes de Camada 2, incluindo Linea e Gnosis, como prova de que a tecnologia subjacente está pronta para ser movimentada para a camada base.
Lubin apresentou a mudança não como uma especulação, mas como a continuação lógica de uma arquitetura deliberada: uma fase de divergência centrada em rollups que semeou ecossistemas L2 agora está dando lugar ao que ele descreveu como uma fase de convergência.

O Goldman Sachs elevou sua meta de preço para a Robinhood Markets (NASDAQ: HOOD) de $95 para $105 em 4 de junho de 2026, mantendo uma classificação de Compra, implicando um potencial de alta de 20,7% em relação ao fechamento anterior da HOOD de $86,96.
O aumento de $10, impulsionado pelo analista da Goldman, Will Nance, reflete a convicção da firma de que o mercado continua a subestimar o poder de lucro a longo prazo da Robinhood, com sua gama de produtos em expansão. A HOOD já havia entregado cerca de 274% de retornos nos 12 meses anteriores antes da chamada.

O Escritório de Estatísticas do Trabalho dos EUA está prestes a divulgar os dados do IPC de maio de 2026 hoje (10 de junho) às 8h30 ET, com previsões indicando uma taxa de inflação geral de 4,2% ano a ano, acima dos 3,8% em abril.
O aumento mensal é esperado em +0,5%, um pouco abaixo do +0,6% de abril. Esse aumento é atribuído a três meses de aumentos de preços impulsionados pela energia, levando os preços a uma alta de três anos.
O DIA DO IPC CHEGOU. 18h IST. • Previsão: 4,2% • Anterior: 3,8% Isso seria o maior print de inflação dos EUA em mais de 3 anos. Os preços do petróleo continuam elevados após o choque energético relacionado ao Irã, e os mercados começam a sussurrar duas palavras novamente: AUMENTOS DE TAXA Esta noite… pic.twitter.com/aRHVM1kw2V

A Oracle (NYSE: ORCL) caiu -2,8% em 9 de junho de 2026, após o lançamento de dois novos modelos de IA pela Anthropic, Claude Fable 5 e Claude Mythos 5, projetados para trabalhos complexos de conhecimento e codificação, reacendendo preocupações sobre a "SaaSpocalypse." Essa queda se somou a uma queda de ~9,6% em 5 de junho, deixando a ação em torno de $213,68 antes dos lucros do Q4 de 2026 da Oracle, que devem ser divulgados em 10 de junho.
Além disso, o Comando Central dos EUA confirmou que um helicóptero Apache foi abatido próximo a Omã, levando o Presidente Trump a afirmar que os EUA "devem responder" a um ataque iraniano. As ações de software são vulneráveis a desenvolvimentos que sugerem taxas de juros mais altas por um período prolongado, tornando-as sensíveis a tensões geopolíticas.

O IPO da SpaceX de $75Bn visa uma avaliação de $1,8 trilhões a $135 por ação, estreando no Nasdaq sob o ticker SPCX no dia 12 de junho. Investidores da China continental e de Hong Kong estão excluídos.
Isso gerou FOMO, impulsionando mais de $1Bn em volume através do produto de exposição sintética da Binance desde seu lançamento em 21 de maio de 2026.
IPO da SpaceX no dia 12 de junho. Ao mesmo tempo, corretores anunciaram que investidores baseados na China não têm permissão para comprar ações dos EUA a partir de 12 de junho. $SPCX $RKLB $ASTS pic.twitter.com/pmwcCjDBUZ
— Luis Moore (@LouisMoore100) 3 de junho de 2026

Em 9 de junho de 2026, o investigador ZachXBT afirmou que a exploração de $32M do protocolo Humanity crypto, que drenou várias wallets e acionou a mintagem não autorizada de 100 milhões de tokens H na BNB Chain, parecia “possivelmente encenada.” Ele sugeriu que o incidente serviu como um meio para um market maker sair da jogada, em vez de uma verdadeira violação externa.
A análise forense do analista independente Elton revelou que as wallets do atacante foram pré-financiadas semanas antes do incidente. Isso levanta preocupações sobre os riscos de fraude de governança inerentes a qualquer ETF de cripto ou produto altcoin com controles de chave administrativa centralizados, um risco que não é abordado por auditorias de contratos inteligentes ou arranjos de custódia.

O drama entre Justin Sun e Donald Trump atingiu um novo nível depois que a HTX, apoiada por Sun, removeu a listagem do USD1, a stablecoin emitida pela World Liberty Financial (WLFI), ligada à família Trump, no domingo, 8 de junho de 2026, após a WLFI congelar os endereços on-chain da HTX citando conformidade com sanções, o que levou à suspensão imediata das operações de USD1/USDT, BTC/USD1, ETH/USD1 e WLFI/USDT.
A remoção da stablecoin é a mais recente consequência operacional de um processo federal de $276M que Sun entrou contra a WLFI em abril de 2026, um conflito que desde então se intensificou em litígios paralelos em duas jurisdições dos EUA.

O BlackRock iShares Bitcoin Trust (IBIT) registrou $213,63M em saques líquidos em 5 de junho de 2026, equivalente a aproximadamente 3.580 BTC saindo do fundo em uma única sessão, enquanto o maior ETF de Bitcoin à vista por ativos sob gestão estendeu uma sequência de resgates que já puxou $4,4Bn dos ETFs de Bitcoin à vista dos EUA ao longo de 13 dias de negociação consecutivos.
Os saques líquidos totais em todos os produtos de ETF de Bitcoin à vista dos EUA em 5 de junho chegaram a $325,66M, confirmando que a impressão do IBIT foi o principal, embora não o único, contribuinte para a pressão de venda institucional do dia.

JPMorgan Chase, Citigroup, Bank of America e Wells Fargo estão colaborando para desenvolver uma Rede de Liquidação Regulada (RSN) compartilhada através da The Clearing House, com um lançamento planejado para a primeira metade de 2027.
Essa rede vai permitir a liquidação atômica de depósitos tokenizados 24/7 em uma blockchain comum, marcando uma mudança significativa nos pagamentos de atacado e indicando que grandes bancos dos EUA têm como objetivo rivalizar com stablecoins privadas.
Exclusivo: Os maiores bancos dos EUA planejam lançar uma rede de depósitos tokenizados no próximo ano, uma tentativa de se proteger contra ameaças de empresas de cripto https://t.co/rQJwUGFdpU

O Goldman Sachs projetou que a receita da SpaceX relacionada à IA vai disparar 100 vezes, atingindo $322 bilhões até 2030, subindo de uma estimativa de $3,2 bilhões em 2025, de acordo com uma nota de pesquisa compartilhada com investidores potenciais antes da IPO planejada da empresa, uma previsão que colocaria o segmento de IA da SpaceX à frente da receita total da NVIDIA (NVDA) para o exercício fiscal de 2024, que deve ser em torno de $61 bilhões.
A receita total da SpaceX está projetada para alcançar $474 bilhões até 2030, subindo de $18,7 bilhões em 2024, com a divisão de IA respondendo por mais da metade desse valor até o final da década.

Nas novidades sobre doadores de cripto do Farage, o Reform UK garantiu £9.3M em doações políticas durante o Q1 de 2026, com £7M desse total contribuído por empreendedores de criptomoedas Christopher Harborne e Ben Delo, de acordo com os números divulgados pela Comissão Eleitoral em 4 de junho de 2026.
O montante marca o terceiro trimestre consecutivo em que o partido de Nigel Farage lidera a tabela de arrecadação política do Reino Unido, após uma captação de £5.5M no Q4 de 2025, posicionando o Reform UK como a força insurgente melhor financiada em Westminster antes da Eleição no Reino Unido de 2026.

O BlackRock iShares Bitcoin Trust (IBIT) registrou $2,43Bn em saídas líquidas ao longo de nove sessões consecutivas em maio de 2026, culminando em uma venda em bloco de dark-pool de $1,26Bn em 26 de maio, marcando o maior evento de resgate em um único dia na história do fundo desde seu lançamento em janeiro de 2024.
Dados on-chain confirmaram simultaneamente a transferência de aproximadamente 6.005 BTC, equivalente a cerca de $403M nos preços atuais, das wallets de custódia vinculadas ao IBIT para a Coinbase Prime, fornecendo confirmação direta on-chain das mecânicas de resgate que sustentam a figura de saída em destaque.

O preço do Bitcoin caiu para um mínimo intradiário de $65,710 em 3 de junho de 2026, caindo mais de -6% em 24 horas devido a saídas significativas de ETF à vista estimadas entre $2.8Bn e $3.5Bn e uma venda notável de bitcoin pela Strategy, um comprador corporativo chave desde 2020.
Essa pressão levou a $1.8Bn em liquidações forçadas em um dia, o maior desde fevereiro de 2026, com as posições longas representando $1.35Bn disso. O nível de $65,710 marca um mínimo de várias semanas, colocando o Bitcoin perto do suporte técnico de $65,000, que os traders consideram crucial antes de um possível teste de $60,000.