Do you ever wonder how a crypto stock can triple in value on its very first day? Well, that's exactly what happened when Circle went public, with its shares soaring to seemingly astronomical heights—and no clear end in sight. Today, we’re breaking down Circle’s financial fundamentals, exploring its future growth potential, exposing its biggest risks, and ultimately answering the question you all want to know: Is Circle stock actually worth your hard-earned money, or should you steer clear? Enjoy! ~~~~~ 🛒 Ge ...

Market Trends & Geopolitical Uncertainty - Bitcoin price experienced volatility, dipping below $100,000 for the first time since May due to geopolitical tensions, particularly in the Middle East, but recovered overnight [1][2] - Geopolitical uncertainty, especially regarding potential closure of the Straits of Hormuz by Iran, is driving market sentiment and volatility [1][3] - The market is also concerned about a potential summer lull, which could lead to apathy and attrition in the markets [2] Bitcoin Treasury Strategies - Bitcoin treasury strategies are gaining traction, with altcoin projects like Cardano and Polkadot considering converting portions of their treasuries into Bitcoin [1][5] - MicroStrategy continues to accumulate Bitcoin, with Michael Saylor purchasing an additional 245 BTC, while MetaPlanet bought 1,111 BTC [2] - Anthony Pompiano announced a $1 billion merger to launch Pro Cap Financial, a Bitcoin native financial firm going public via SPAC, with $750 million raised for Bitcoin Treasury Services [5] Altcoin Project Strategies - Cardano proposed converting 5% to 10% of its $17 billion treasury (approximately $100 million) into Bitcoin and native stablecoins to boost DeFi liquidity [5] - Polkadot has a community proposal to convert 500,000 DOT into TBTC over a year using a DCA strategy to diversify the treasury [6] Economic Indicators & Fed Policy - The FOMC meeting held rates constant, with the dot plot indicating a median expectation of two rate cuts this year, but seven governors expect no rate cuts [1] - The short-term holder realized price level for Bitcoin is at $98,200, serving as a key support level to watch [2] - The market is anticipating the Personal Consumption Expenditures (PCE) index, the Fed's preferred inflation measure, with expectations of a slight increase in both headline (23% expected vs 21% previous) and core (26% expected vs 25% previous) year-on-year numbers [9] Crypto Security & Scams - A crypto native individual lost half of their life savings due to a sophisticated phishing attack involving a fake Zoom update [7] - The industry emphasizes the importance of hardware wallets, separate devices for crypto activities, and skepticism towards unsolicited contacts to prevent scams [7][11] Top Performing Cryptocurrencies - Among the top 100 cryptocurrencies by market cap, only two saw gains last week: Kaya and Sei [7] - Kaya has seen integrations, launches, and campaigns, while Sei has moved to being fully EVM compatible [7] Upcoming Events - Potential Fed meeting on Supplementary Leverage Ratio (SLR) exam, which could loosen lending restrictions for banks [9] - Launch of the XRP EVM sidechain is expected in Q2, potentially announced at ETHCC in Paris [9] - Heptos is scheduled for fungi assets migration on June 30th [9]

DeFi Market Overview - SEC is considering policies to exempt DeFi protocols from regulatory barriers, leading to a rally in DeFi tokens [1] - The industry highlights five DeFi cryptos with potential for significant portfolio growth [1] Uniswap (UNI) - Uniswap is a decentralized exchange (DEX) on Ethereum, supporting ERC20 tokens and EVM chains [1] - UNI has a total supply of 1 billion tokens, with approximately 600 million in circulation; 15% was airdropped to early users [1] - UNI could potentially reach $100, resulting in a 13x increase from current prices and a market cap of roughly $63 billion [1] Aave (AAVE) - Aave is a lending and borrowing platform for crypto assets without KYC, credit scores, or intermediaries, having raised $49 million in funding [2] - Aave reached over $40 billion in total value locked (TVL), driven by new user deposits [2] - Aave's all-time high of $670 would mean a 2.5x gain, and a rally to $1,000 is possible, translating to a 4x gain and a $16 billion market cap [2] Sky (formerly Maker DAO) - Sky aims to further decentralize the Maker protocol into independent subdows (Sky Stars) [2] - One MKR can be converted to 24,000 Sky tokens, potentially allowing for greater participation and decentralized governance [2] - Sky has a market cap of $1.7 billion, with a potential to increase three times to match MKR's previous high, and a $1 target would give it a market cap of around $23 billion (12x gain) [2] - There are 28.5 billion Sky tokens in total with 21.3 billion in circulation, and 7.1 billion USDS tokens have been minted [2] Jito (JTO) - Jito is a liquid staking and MEV capturing protocol on Solana, having raised $12.1 million [2] - JTO became the largest protocol on Solana with $1.44 billion in TVL and peaked at nearly $4 billion in January 2025 [3] - If JTO breaks above $3, it could reach its previous all-time high of $5.5 (2.5x gain), with a potential target of $10 translating to a $3.4 billion market cap (4x gain) [3] - Approximately a third of the 1 billion JTO tokens are currently in circulation [3] Radium (RAY) - Radium is an AMM DEX on Solana, having raised around $33 million [3] - Radium has over $1.7 billion in TVL, down from its peak of just under $3 billion [3] - If RAY reaches its previous all-time high of $17, it would translate to a 7x gain, and a push to $50 is possible, giving it a market cap of around $13.4 billion (20x gain) [3] - Just over 267 million of the 555 million RAY tokens are in circulation [3]

Crypto Leverage Overview - 加密货币市场中的杠杆使用会放大价格波动，对市场产生重大影响 [1] - 投资者主要通过两种方式获得杠杆：抵押贷款和通过期货或永续合约进行杠杆交易 [1] - 强制平仓会加剧市场崩盘，而杠杆空头挤压会导致价格意外上涨 [1] Collateralized Lending - 2021 年第四季度，加密货币抵押贷款市场达到近 650 亿美元的峰值 [1] - 截至 2025 年第一季度，中心化金融 (CFI) 平台的未偿借款约为 135 亿美元，环比增长约 9% [1] - Tether 在 CFI 借贷市场中占据主导地位，持有 65% 的份额，透明度不足是 CFI 借贷的一个主要问题 [1] - 截至 2025 年第一季度末，去中心化金融 (DeFi) 借贷的未偿借款约为 177 亿美元，环比下降超过 21% [1] - Pendle 代币被引入到 Aave 中，由于其高贷款价值比率，显著提升了 DeFi 借贷活动 [1] Borrowing Trends - 稳定币借款利率大幅下降，从 1 月份的约 12% 降至 5 月下旬的约 5%，降幅达 57% [2] - 链上比特币借款保持相对较低和稳定，而链下比特币借款利率仍然较高 [2] - 以太坊借款利率始终高于质押以太坊 (ST ETH) 的利率，机构投资者通常在链下借入 ETH 以做空以太坊或将其用作现金贷款的抵押品 [2] Debt Issuance by Crypto Treasury Companies - 截至 2025 年 5 月下旬，比特币国库公司总共持有高达 1227 亿美元的未偿债务，其中 MicroStrategy 占近 65% [2] - 这些公司面临着双重风险：如果比特币价格在债务到期时显著降低，可能会被迫出售大量 BTC；如果股票价格上涨，投资者可以将债务转换为公司股份，这可能会稀释现有股东的权益 [2] Crypto Futures Market - 2025 年初，加密货币期货市场交易活动和投资者参与度显著下降，但 4 月初市场信心开始恢复，5 月下旬未平仓合约大幅反弹，从约 680 亿美元增至 1160 亿美元 [3] - 机构投资者越来越倾向于在芝加哥商品交易所 (CME) 等受监管的交易所进行交易，截至 5 月，CME 约占加密货币期货市场总额的 25% [3] - 永续期货 (Perp) 在零售交易者中越来越受欢迎，截至 5 月下旬，Perp 约占期货未平仓合约总额的 72%，达到约 840 亿美元 [3] - Hyperliquid 作为一个去中心化交易所，由于其无需 KYC 的特点，正在蚕食币安等传统中心化交易所的市场份额 [3] Market Implications and Risks - 随着牛市的进行，加密货币借贷市场正在强劲复苏，并可能显著增长 [3] - 随着越来越多的个人交易者和杠杆公司实体进行杠杆交易和借贷，下一次熊市可能会特别残酷 [3] - 如果加密货币国库公司没有足够的现金流或股价下跌，可能会被迫在最糟糕的时刻清算其加密货币持有量，从而引发广泛的强制抛售 [3]

it's the world's largest bank by market cap and run by one of crypto's most tireless haters but while Jamie Diamond trash talks Bitcoin in the streets Bitcoin itself is a is a hyped up fraud it's a pet rock you're back to that really of course yeah jp Morgan is offering clients crypto in the sheets so what's up with that and is it bullish bearish or no big deal today we investigate the parasitic relationship between America's biggest mega bank and crypto my name is Nick and you're watching the Coin Bureau i ...

Hyperlquid Overview - Hyperlquid has been gaining market share from major exchanges, with its hype coin climbing towards the top 10 [1] - Hyperlquid consists of two core components: Hypercore (powers the DEX) and HyperEVM (generalized execution layer for DApps) [1] - Hyperlquid is expanding to new use cases, including decentralized social media platforms like Farcaster [2] Key Developments - Hyperlquid integrated with a cross-chain protocol, facilitating USDC bridging from other chains [1] - Hyperlquid launched HyperEVM, leading to an increase in DApps and TVL on Hyperlquid [1] - Hyperlquid introduced native multi-sig wallets, enhancing security and appealing to institutions [1] - Tether launched USDT0 on Hyperlquid, and Layer Zero launched Hyperbridge, enabling bridging of USDT and other cryptos [1] - The first billion-dollar long position was opened on Hyperlquid, demonstrating liquidity [1] Challenges and Risks - A trader's self-liquidation caused a $4 million loss on the DEX, raising decentralization concerns [1] - Hyperlquid delisted the Jelly token, sparking controversy and leading to a more decentralized delisting process [1] - Competition from centralized exchanges launching DEXs, such as Bybit's DEX on Solana, poses a significant challenge [3] - Limited team size (10 people) may hinder Hyperlquid's ability to compete with larger exchanges [3] - Potential hesitation from stablecoin issuers to launch native tokens on Hyperlquid due to centralization concerns [3] Hype Token Analysis - Hype's price is influenced by fee buybacks and DeFi leverage, but decoupling from trading volume raises concerns [2] - DeFi leverage, particularly whales borrowing against hype to buy more hype, is supporting its price action [2] - A potential mass liquidation event due to exogenous shocks (e g, escalation between Israel and Iran) could cause hype to fall as low as $23 [2] - Industry experts predict Hype could reach $300, giving it a market cap of around $100 billion [2] Future Milestones - The mainnet implementation of Hyperlquid Improvement Proposal 3 (HIP 3) will allow anyone to launch perpetuals on the DEX [2] - Each perpetual pair will require a stake of 1 million hype to mitigate market manipulation [2] - Hyperlquid is focused on stablecoins but lacks native USDC or USDT, possibly due to centralization [2][3]

tesla has been having a tough old time of late from sluggish EV sales and widespread boycots to competition from China and of course the recent very public falling out between Elon Musk and President Trump all of the above have resulted in Tesla's TSLA becoming the worst performing stock in the S&P 500 that's crazy but with signs that some of these issues could be easing the big question now is is there still hope for Tesla and its stock price well in today's video we'll dive into the recent protests Musk's ...

who controls Bitcoin according to bitcoin. org the answer is quote "All Bitcoin users around the world including Bitcoin miners developers and holders." So in theory nobody controls Bitcoin nobody nobody in practice however powerful entities including asset managers like BlackRock are trying to control Bitcoin by investing in miners funding developers and accumulating billions of dollars worth of BTC and that's why today we're going to take a look at who is trying to control Bitcoin how they're going about ...

Crypto is no longer just a niche experiment - it’s becoming a cornerstone of the global financial system. What was once ridiculed as a passing internet fad is now being embraced by corporations, governments, and everyday investors alike. From viral memecoins pulling in new users to institutional products like ETFs opening the door for Wall Street, the market is evolving fast. Recently, a report was published by Gemini that dives deep into these trends, offering a clear snapshot of where things are headed. S ...

last year a surprise rate hike from the Bank of Japan nuked financial markets the world over and sent Bitcoin plunging 30% but if you thought that was bad Japan's monetary wos might be about to spill over again for an act two that could be much worse so stay tuned to find out why the market for Japanese government bonds could end up being the global fiat ponzies canary in the coal mine my name is Nick and you're watching the coin bureau when the Bank of Japan raised its policy rate from 0.1% to 0.25% 25% la ...