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Immediately’s prime information:
- Crypto majors up 2-5%, Hype leads; Bitcoin at $81,000
- BTC ETFs see $1.15B in web inflows over previous 2 classes
- DTCC to start tokenized inventory buying and selling in July
- WLFI countersues Justin Solar stating he suppressed the token value
- Telegram to interchange TON Basis as largest validator and driver of TON (TON +30%)
💰 Haun Ventures Raises $1B Towards a Cooling Crypto VC Market
Katie Haun closed $1 billion for 2 new funds Monday, at a second when crypto enterprise capital is in a real hunch.
April 2026 noticed simply $659 million in crypto VC funding throughout 63 offers, a 74% drop from March and the bottom month-to-month determine since July 2024. Yr-to-date 2026 crypto VC stands at $5.64 billion, nonetheless pretty substantial however down sharply from the tempo set in 2025 (on the again of mega-rounds from Binance, Polymarket, and Kalshi). Month-to-month funding has declined each month since October 2025’s $3.84 billion peak, monitoring a 37% contraction in world crypto market cap over the identical interval.
Towards that backdrop, Haun Ventures elevating $1 billion is notable. The agency is likely one of the solely crypto-native funds to develop counter-cyclically—AUM has climbed from $1 billion to $2.5 billion whereas Paradigm, Pantera, and a16z crypto have all seen AUM shrink since 2025’s peak. The returns justify the arrogance. Haun’s first fund backed Bridge at a $100 million valuation earlier than Stripe acquired it for $1.1 billion, and invested in BVNK at $678 million earlier than Mastercard acquired it for $1.8 billion—the most important stablecoin acquisition to this point. The thesis throughout each exits: stablecoin infrastructure would turn into important monetary plumbing, and the acquirers could be incumbent funds firms, not different crypto companies.
The brand new funds develop that thesis to AI brokers. Haun’s argument is that AI brokers will want regulated monetary infrastructure to function: wallets, cost rails, compliance layers, and the companies that constructed stablecoin rails are greatest positioned to construct it. The fund’s largest present wager is Erebor, Palmer Luckey’s federally insured digital financial institution at a $4.35 billion valuation, designed from the bottom as much as serve AI and protection know-how firms reasonably than retail customers. Haun was clear she isn’t pivoting: “We’re not changing into an AI fund. However AI brokers will want regulated monetary plumbing, and the companies that constructed stablecoin infrastructure are greatest positioned to construct it.”
📈 Attempt Crosses 15,000 BTC, Now the ninth Largest Company Bitcoin Holder
Attempt (NASDAQ: ASST) disclosed Monday that it crossed 15,000 BTC in its treasury after buying 444 BTC for $33.9 million at a mean value of $76,307.
The agency now sits ninth amongst public company Bitcoin holders, inside hanging distance of Riot (15,680 BTC) and Coinbase (15,389 BTC). As of Could 1, Attempt additionally held $97.9 million in money and $50.4 million in Technique’s STRC most well-liked inventory, giving it a layered Bitcoin publicity play throughout each direct holdings and structured merchandise.
Attempt describes itself as “the primary publicly traded asset administration Bitcoin treasury firm” and measures efficiency by Bitcoin per share reasonably than earnings. YTD BTC yield of 18.7% is its main headline metric. CEO Matt Cole has centered the agency round what he calls “digital credit score,” structured finance merchandise producing yield via Bitcoin publicity, anchored by its SATA most well-liked inventory.
Digital credit score—an idea Michael Saylor himself is “striving” for…
💸 DTCC Seems to be to Bridge TradFi and DeFi by way of Tokenization
The Depository Belief & Clearing Company which processed $4.7 quadrillion in securities transactions final yr and custodies $114 trillion in belongings, introduced it is going to start dwell tokenized securities trades in July, with a full business launch in October.
The service tokenizes DTC-custodied belongings together with Russell 1000 shares, main ETFs, and US Treasuries, whereas preserving all present authorized protections, possession rights, and entitlements. The underlying belongings keep in DTC custody.
What modifications is the shape: a holder will get a blockchain token that mirrors the actual factor and may transfer throughout digital networks in methods legacy techniques can not. DTCC obtained its SEC no-action letter in December, overlaying an outlined set of belongings on pre-approved blockchains, so it ought to be within the clear.
The Business Working Group constructing the service consists of Goldman Sachs, JPMorgan, Financial institution of America, Morgan Stanley, BlackRock, Citadel Securities, Circle, Coinbase, Kraken, Anchorage Digital, Ondo Finance, and Fireblocks—the broadest coalition of TradFi and crypto-native companies assembled round a single tokenization initiative. DTCC CEO Frank La Salla: “Our imaginative and prescient is coming to fruition: launching our tokenization service and efficiently bridging TradFi and DeFi.”
🚩The Trump Crypto Lawsuit Is Now a Two-Entrance Battle
World Liberty Monetary filed a defamation lawsuit in opposition to Justin Solar in Florida state court docket on Monday, a counter to the federal fraud lawsuit Solar filed in opposition to WLFI in California final month.
The authorized dispute, which began as a frozen token disagreement, has escalated right into a multi-front battle involving allegations of market manipulation, hidden sensible contract controls, straw purchases, and a coordinated short-selling marketing campaign.
WLFI’s core allegation: Solar-affiliated wallets moved $300 million to Binance for the time being WLFI launched for public buying and selling in September 2025, executing what the corporate calls “a big, deliberate, short-selling marketing campaign designed to suppress $WLFI’s value” at launch. WLFI says it froze Solar’s 2.9 billion tokens to stop additional hurt—and that Solar agreed to the freeze mechanism in his authentic funding contract. After the freeze, Solar started publicly calling WLFI a “rip-off,” accusing the staff of embedding secret “backdoors” in sensible contracts, and allegedly privately threatening that his lawsuit would “mild World Liberty on hearth.” WLFI is looking for damages and a public retraction.
🌎 Macro Crypto and Markets
- Crypto majors are inexperienced, up 1-4%; BTC +3% at $81k; ETH +2% at $2,380; SOL +1% at $85; HYPE +6% at $43.7
- TON (+33%), Morpho (+13%), and ZRO (+8%) led prime movers
- Oil -1% at $104; Gold -0.3% at $4,40
- Inventory futures are barely inexperienced as treasury yields ease, ships move in Hormuz
- GameStop submitted a non-binding $55.5 billion provide to accumulate eBay at $125/share, 50% money, 50% GME inventory, with $20B in TD Financial institution financing and $9.4B in money available; CEO Ryan Cohen’s pitch is that eBay beneath tighter value controls turns into “a legit competitor to Amazon”
- Kraken mother or father Payward accomplished its $550 million acquisition of Bitnomial Monday, securing all three CFTC licenses (DCM, DCO, and FCM), making it the one crypto-native agency with the total US derivatives stack
- Bullish introduced that it’s going to tokenize its total cap desk at the moment at Consensus, after which additionally introduced an acquisition of Equiniti for $4.2B
Company Treasuries & ETFs
Meme Coin Tracker
- Meme leaders have been inexperienced; DOGE +1%, SHIB +1%, PEPE +2%, PENGU +11%, TRUMP +1%, BONK +4%, SPX +8%, FARTCOIN +3%
- Chud (+60%), Buttcoin (+20%), Chillguy(+10%) and unc (+10%) led notable movers; Playing cards +20% as nicely
💰 Token, Airdrop & Protocol Tracker
🚚 What is going on in NFTs?
- NFT leaders are barely crimson on the day; Punks even at 31 ETH, BAYC -1% at 10.67 ETH, Pudgy -4% at 5.38 ETH; Hypurr’s -1% at 349 HYPE
- AKCB (+25%), A Present of Time (+15%) and CloneX (+12%) led notable movers
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