TG Channel ➜ t.me/playboysjournal

$SPCX just hit the public markets and the chart’s been on fire. you want that kind of exposure but on-chain then you stumble on the post below. Okay, seems cool but it seems complicated asf. If your brain’s doing cartwheels trying to map how this works you're not alone, here’s the simple version (I hope, lol). -- At a high level, @Panoptic_xyz lets anyone mint and trade perpetual options using @Uniswap LP positions as the base layer: - No expiries like TradFi options - No price oracles to babysit the system - Auto-settlement via swap, fully non-custodial Uniswap V3’s concentrated liquidity already behaves a lot like an options payoff. Panoptic basically packages that behavior into something explicit: - “Sell” an option: provide LP in a chosen price range, earn fees (your premium), take on risk if price runs against you - “Buy” an option: withdraw or effectively borrow liquidity from that range, pay a premium that streams over time, benefit when price moves in your favor Now V2 goes a step further: it adds native lending markets via a unified system on top of any Uniswap pair. So SPCXx-USDC can effectively become a lending market: - Supply SPCXx, earn interest from borrowers - One snapshot showed ~11% yield on $SPCXx (note: paid in SPCXx) - If you’re only lending, you’re not exposed to impermanent loss, you’re lending, not LPing Same idea applies to NVDAx-USDC pairs, and you can layer in straddles (long call long put). You win if price makes a big move either way, handy around catalysts and headlines. The real kicker: V2 runs everything through one unified risk engine. options, lending, and liquidity positions can share collateral and offset each other. Result: Way better capital efficiency.

Gm to everyone that says it back🤝

BREAKING: 🇺🇸🇮🇷 President Trump says peace deal with Iran is officially complete and the Strait of Hormuz is now open.

Everything Crypto ICYMI – Saturday's Edition✍️ --- 🌎Macro & Global Markets •🇺🇸U.S. inflation came in exactly as expected for May ➤CPI: 4.2% YoY ➤Core CPI: 2.9% YoY •🇺🇸The S&P 500 has shed roughly $3.3 trillion in market value since June 2. •🇺🇸@POTUS says planned U.S. strikes on Iran have been called off, while the naval blockade remains in place pending a final agreement. •Brent crude has slipped to its lowest price since March. --- 🚀Big Tech & Innovation •@elonmusk's @SpaceX continued its explosive debut, with $SPCX jumping 27% post-IPO & briefly pushing the company beyond a $2.2T valuation. ➤He also officially became the world's first trillionaire following the listing. •Largest companies globally by market cap 1 nvidia — $4.9T 2 google — $4.3T 3 Apple — $4.2T 4 Microsoft — $2.8T 5 amazon — $2.5T 6 TSMC — $2.2T 7 SpaceX — $2.1T 8 Broadcom — $1.8T 9 Saudi Aramco — $1.7T 10 Tesla — $1.4T --- 📊Crypto Market Pulse • $BTC dropped to $59K, sitting just 9% above its realized price of $53.6K ➤Demand has reportedly declined by 652K $BTC while ETF inflows continue weakening, leaving analysts unconvinced a market bottom is in •@cryptoquant_com's Bull-Bear Market metric has retreated into territory historically associated with mid-bear phases •Crypto's TOTAL market cap finally posted a green week, adding roughly $70B over the last 7 days • $DOGE climbed more than 6% in 24 hours, touching $0.091 • $SIREN plunged over 74% in the past day •@BlackRock filed another amendment for its Bitcoin covered-call ETF, $BITA, targeting a 0.65% fee • $XRP Ledger developer @Ripple unveiled the XRPL AI Starter Kit, enabling developers to build agentic payment applications powered by $XRP & $RLUSD --- 🏛️Institutional Adoption •@coinbase officially became the deployer of @HyperliquidX's $USDC treasury wallet •@base reached a fresh ATH with $20.6M in daily trxns --- 💵Stablecoins & Payments •@circle transferred $4B $USDC to @coinbase on HyperEVM, marking the largest $USDC transaction ever recorded according to @arkham •According to @zachxbt, @tether blacklisted a wallet connected to more than $120M $USDT after funds moved across exchanges, bridges & @monero swaps. --- ⚙️Ecosystem Updates •@Raydium disclosed an exploit affecting its discontinued AMM V3 program, which has been inactive since 2021. •@PythNetwork introduced Pyth Indices, bringing round-the-clock pricing for U.S. equities, commodities & thematic baskets with launch partners including @coinbase, @krakenfx, @dYdX & @nadoHQ --- 🏢Real-World Assets & Tokenization •@solana's RWA ecosystem continues expanding. ➤Its tokenized asset market surpassed $2B during Q1 2026, growing 43% QoQ across sectors including tokenized stocks, commodities, pre-IPOs, real estate & Treasuries. --- 🎲Prediction Markets •@chainlink will power FIFA World Cup prediction markets for @MyriadMarkets. •Top prediction markets by 2026 YTD revenue: Polymarket— $55.9M trylimitless— $10.8M opinionlabs— $9.4M PancakeSwap— $2.2M predictdotfun— $2.0M sportfun— $870K overtime— $764K azuroprotocol— $726K Rain Protocol— $477K MyriadMarkets— $57K Off-chain leaders remain significantly larger, with @Kalshi estimated above $1B ARR. --- 📈Protocol Revenue Top protocols by holder revenue over the last 30 days: CantonNetwork— $63.9M Hyperliquid— $52.5M trondao— $31.2M edgeX_exchange— $19.9M Pumpfun— $17.8M ethereum— $7.6M chainlink— $4.6M Aerodrome— $4.1M OREsupply— $2.9M Uniswap— $2.9M --- 🧠DeFi & AI Agents •@Polymarket rolled out combinatorial positions, allowing users to combine multiple predictions into a single trade. --- ⚡Key Takeaways •SpaceX's IPO reshaped both tech & tokenization narratives. •BTC remains under pressure despite a positive week for the broader crypto market. •RWAs, prediction markets & AI-powered finance remain among the fastest-growing sectors. --- Found this useful; Like, Retweet & see you next week by order of the Peaky Blinders✍️

Everything Crypto ICYMI – Friday's Edition✍️ --- 🌍Macro & Global Markets •🇺🇸🇸🇦The United States officially became the world's largest oil exporter, overtaking Saudi Arabia. •🇮🇷🇺🇸Iran insists the Strait of Hormuz remains closed despite comments from @POTUS •🇺🇸U.S. producer prices came in hotter than expected, with PPI rising 6.5%. •🇺🇸U.S. equities added $1.15T in market value yesterday. •Despite record highs in traditional markets, crypto assets continue to underperform across major market-cap segments. • $BTC just posted its weakest weekly performance since the 2022 @FTX_Official collapse, according to Bloomberg. •Trading activity across Bitcoin treasury stocks has cooled significantly, falling from $34.2B to $17.4B in average daily volume over 6 months. --- 🏛Regulation & Institutional Adoption •Wednesday's Clarity Act discussions brought together White House officials, lawmakers & law enforcement to debate crypto regulation & enforcement tools. •@CMEGroup is preparing smaller 24/7 contracts for gold & WTI crude. •@avax Treasury Co. is set to begin trading on @Nasdaq under ticker $AVAT --- 📊Market Structure & Trading •@SpaceX IPO access is available via @xStocksFi, giving eligible @krakenfx users exposure to tokenized pre-IPO shares. •Tokenless perp DEX competition continues evolving, with @variational_io leading growth across TVL, volume & open interest while competitors consolidate. --- ⛓Blockchain & Ecosystem Updates •@circle minted another 1B $USDC on @solana, bringing total 2026 issuance to 57B. •@solana's @WalletConnect Pay integration is now live for crypto & $USDC merchant payments. •@ethereum sits just 5M wallets away from reaching 200M non-empty addresses. •@StellarOrg plans a migration toward quantum-resistant signatures by 2027. •@botanix announced plans to wind down its Bitcoin Layer 2 network. --- 🏦Stablecoins, Security & Onchain Risk •@tether froze 72M $USDT linked to suspicious @trondao activity. •Q2 has already recorded nearly 70 DeFi hacks, doubling the previous quarterly record. • $XRP sentiment has fallen to its weakest level since October 2025, though historical patterns suggest extreme pessimism often precedes major recoveries. --- 🏢Real-World Assets & Tokenization •Tokenized markets continue expanding as @Citi group moves toward private securities issuance. •@binance's bSTOCKS bring fully backed tokenized equities into DeFi. •@OndoFinance integrated 260 tokenized equities directly into @Ledger wallets. •Tokenized RWAs remain dominated by U.S. Treasuries, which account for nearly half of all onchain real-world asset value. Breakdown: ➤US Treasuries: $14.7B ➤Commodities: $4.9B ➤Asset-backed credit: $2.2B ➤Specialty finance: $1.5B ➤Stocks: $1.5B ➤Active strategies: $1.4B ➤Non-US sovereign debt: $1.3B ➤Venture capital: $1B ➤Private equity: $862M ➤Corporate credit: $784M --- 🧠DeFi & AI Agents •@coinbase opened autonomous trading for AI agents. •@CurveFinance introduced LlamaLend V2, expanding its lending infrastructure. •@Morpho secured a $175M funding round, one of DeFi's largest recent capital raises. •Holder revenue rankings continue to favor infrastructure-heavy protocols, with @CantonNetwork & @HyperliquidX leading the sector. --- ⚽Culture & Ecosystem •@X rolled out Big Charts, embedding interactive stock charts directly into posts. •World Cup season is driving crypto engagement, with exchanges, prediction markets & trading platforms offering more than $11M in combined campaigns & incentives. --- --- 🔓Token Unlocks • $CC @CantonNetwork — $22.8M ongoing daily. --- 📈Daily Movers (24H) •Top Gainers: $HYPE, $ADA, $SHIB $TON, $XMR •Top Losers: $TRX, $CC, $BEAT, $ASTER, $SKY --- ⚡️Key Takeaway •Institutional capital continues flowing toward blockchain-based financial products & services. --- 🎯Found this useful, stay tuned for tomorrow’s final weekend Update by order of the Peaky Blinders✍️

Crypto has been through worse times, you have just one job and that’s survive and be consistent the EV skills and things you do everyday while avoiding the -EV things that keep you from holding strong through this phase✍️ Gm to everyone that says it back🤝

Today is where it flips! $YOM TGE is going live today; June 5th @ 10:00 UTC⏳ --- Most people will fade this. Same way they fade every infra play early. --- So remember, @YOM_Official is building decentralized cloud gaming infrastructure. Cheaper compute. Better margins. Same global demand. --- Backed by @AvalancheFDN, @oviohq, Borderless Capital. Pipeline: 40 studios 400 games --- Now it hits the market. 🎯Listings: @MEXC @kucoincom @krakenfx --- This is the part where narratives become price. Don’t say you didn’t see it early here @YOM_Official✍️

➥ Crypto Calendar Week 24/2026 ► June 08 Events: ▸ @ethconf NYC June 8-10 ▸ @swellnetworkio / @FaroTrading Sunsetting Swellchain L2s ▸ @BosonProtocol Mainnet launch ▸ @coinbase Launch of Perpetual-Style Equity Index Futures ▸ @CapApp / @caplabslimited $CAP Public Bid Unlocks: ▸ @Stable / $STABLE (~0.89% / $28.84M) Macro: ▸ N/A - ► June 09 Events: ▸ N/A Unlocks: ▸ @Aster_DEX / $ASTER (~$58.3M) ▸ @ADIChain_ / $ADI (~$25.8M) Macro: ▸ Standard mid-week data (e.g., jobless claims, regional indicators). - ► June 10 Events: ▸ Unlocks: ▸ @Rain__Protocol / $RAIN (4.4% / ~$657M) ▸ @MagicEden / $ME (~17.2% / ~$16.79M) ▸ @defiapp / $HOME ($23.5M) Macro: ▸ US CPI (May data) ▸ Initial jobless claims and other supporting data. - ► June 11 Events: ▸ @BTCPrague June 11–13 ▸ @Bitfi_Org Sale on Echo Sonar ▸ FIFA World Cup 2026 kicks off Unlocks: ▸ N/A Macro: ▸ US PPI (May), Producer prices. ▸ Real earnings - ► June 12 Events: ▸ N/A Unlocks: ▸ @Pumpfun / $PUMP (~1%) ▸ @Aptos / $APTOS (~0.54%) Macro: ▸ N/A - ► June 13 (Weekend) Events: ▸ N/A Unlocks: ▸ N/A - ► June 14 (Weekend) Events: ▸ N/A Unlocks: ▸ N/A - ► Other Events - @megaeth - MOSS embedded wallet launch - @Starknet - STRK20 Privacy Standard phase 1 - Mt. Gox Repayments Ongoing

Some thoughts on the recent mini-crash. We’ve got a clear stack of bearish signals: - ETF outflows (~$2.97B over 10 straight sessions) - Mt. Gox movements - Fresh deleveraging/liquidations - Strategy’s 'small' BTC sale The 32 BTC sale is tiny in size but big in meaning: it dents the “never sell” story and hit sentiment in an already fragile market. Strategy holds ~843,706 $BTC (~4% of supply) at an average ~$75,699, implying a large unrealized loss at current prices. $MSTR has slid with BTC ($126.55 on June 3, ~-7% on the day) and remains a leveraged, volatile BTC proxy. STRC is a perpetual preferred aimed at BTC-linked yield/credit exposure with less direct BTC/MSTR volatility. It’s trading at a discount (~$94.65), so Strategy is keeping the dividend at 11.50%. $STRC proceeds have helped fund BTC buys. The recent sale slightly flips the playbook → Using a bit of BTC to help cover the preferred dividend instead of relying only on new financing. More BTC downside could pressure MSTR further and stress STRC’s “peg” dynamics. Imo, Crypto has lived through worse. But the mix of sustained outflows, rotation elsewhere, broken technicals, and narrative cracks makes the next few months tougher, with recovery likely needing better macro or a clear catalyst to reverse flows. I think If you’re not in the right headspace to be in the market, touch grass. Because when you’re back, it’s time to lock in: find good projects on discount, place some stink bids, and get back to business.

Everything Crypto ICYMI – Saturday’s Edition✍️ --- 💼Macro & Majors •$1.75T wiped from U.S. stock market •$130B wiped from crypto market cap • $BTC falls below $60,000 •Tech stocks outperform broader market by 33% (3 months) →Largest margin this century •U.S. unemployment rate: 4.3% •Assets in U.S. money market funds hit ATH →$8.28T ( $66B in one week) • $USDT approaching $ETH market cap flip •Digital asset products saw $2.19B inflows in May →Majority into Bitcoin --- 🏛️Regulation & Policy •U.S. House votes 215–208 to limit @POTUS' authority on Iran military action •@Securitize clears key SEC hurdle →SPAC merger with Cantor Equity Partners II →Targeting @NYSE listing ($SECZ) --- 🏢Institutional & TradFi •@GoldmanSachs partners with Apex & Archax →Launching tokenized real estate fund •@bitgetglobal launches “Stocks 2.0” →Tokenized equities with real liquidity →Includes @Apple, @nvidia, @Tesla, QQQ --- 🧩Projects, Tokens & Ecosystem • $ZEC down 30% this week after exploit recovery →Market still uncertain •@circle minted 500M $USDC on @solana •@SuiNetwork to introduce upcoming confidential transfers →Private amounts anti-inflation design •@Arcium TGE approaching (June) →@UmbraPrivacy wallet already live --- 🧠DeFi & AI Agents •@opensea announces perps DEX (@HyperliquidX-powered) •@virtuals_io moving $700M via @chainlink CCIP →AI agent payment infrastructure •@Lighter_xyz integrates @minara for agent trading →Sharpe Guard V2: 335% backtest return --- 🏢Real-World Assets (RWA) & Tokenization •@BNBCHAIN RWA market 60% in 90 days →$3.6B in Q1 •@ether_fi deploying $100M into @plumenetwork →Access to institutional RWA yield ($6B deposits) •@Ripple $RLUSD expands multichain (via @wormhole) •@ethereum leads stablecoin growth → $102.4B in 3 years --- 📊Market Structure & Data •Most efficient DeFi tokens (Valuation/Revenue): →Prediction Markets lead (~$700M YTD revenue) → $LMTS lowest ratio at 1.86x •RWA Net Flows (90 days): → $XRP: $2B →@ethereum: $1.9B →@StellarOrg: $1.4B →@BNBCHAIN: $1.1B →@solana: $646M • $XRP Ledger surpasses $3B in RWAs → 59% growth in 30 days --- 🔓Token Unlocks • $HYPE →@HyperliquidX $39M today --- 📈Daily Movers (24H) •Top Gainers: $ZEC, $CC, $XLM, $TON, $H •Top Losers: $XMR, $M, $SOL, $ETH, $HYPE --- Found this useful; Like, Retweet & stick around for next weekend’s breakdown by order of the Peaky Blinders✍️

Everything Crypto ICYMI – Friday’s Edition✍️ --- 💼Macro & Majors • $BTC: $61,100 • $ETH: $1,620 • $BNB: $570 • $XRP: $1.10 • $SOL: $64 •$500M was liquidated in an hour •Crypto markets have erased over $2T since Oct 2025 peak →Market cap now ~$2.18T •Crypto spot volume drops to lowest level since Oct 2023 •Fear & Greed Index falls to 12 (extreme fear) •S&P 500 futures slip ahead of key U.S. jobs report •U.S. Treasury expected to buy back $12.5B in debt •ECB: Gold overtakes U.S. Treasuries as largest reserve asset --- 🏛️Regulation & Policy •U.S. Pattern Day Trader rule ends →Removes $25K minimum requirement •U.S. House committee preparing new crypto tax legislation --- 🏢Institutional & TradFi •@jpmorgan, @Citi & major banks launching tokenized deposit system •@Mastercard expands stablecoin settlement support → $USDC, $RLUSD, $PYUSD, $USDG, $USDP, $SoFiUSD →Across @ethereum, @solana, XRP Ledger, @base, @arbitrum & @0xPolygon •@krakenfx (@Payward) to bring tokenized IPO access to retail Investors •Vanguard’s $VOO surpasses $1T AUM (first ETF ever) --- 🧩Projects, Tokens & Ecosystem •@Zcash crashes 48% after critical inflation bug discovery →Vulnerability allowed unlimited $ZEC minting (patched June 1) •@circle minted 500M $USDC on @solana • $ADA drops below $0.16 (first time since 2020) →Despite ATH social dominance & activity • $YOM @YOM_Official listed on @kucoincom, @MEXC & @krakenfx --- 🧠DeFi & AI Agents •@SkyMoney & @pendle_fi launch fixed-rate sUSDS product •@JupiterExchange introduces “Jupiter Forecast” →@solana-native prediction markets •@arbitrum Foundation proposes ~$43.5M funding request •@fraxfinance frxUSD caps on @aave V4 filled rapidly →Proposal to double limit to $40M •@WalrusProtocol launches “Walrus Memory” →Persistent memory layer for AI agents •@ResolvCore reopens withdrawals for Maxi USR vault --- 🏢Real-World Assets (RWA) & Tokenization •Hamilton Lane’s HLSCOPE fund goes live on @trondao →First Securitize issuance on the network •HKMA forms tokenized bond expert group •@OndoFinance to launch “Ondo Perps” →First perpetuals platform for RWAs --- 📊Market Structure & Activity •@Grayscale launches @HyperliquidX Staking ETF --- 🎮GameFi •Top gaming chains by growth: →Other ( 135%) →@0xPolygon ( 68%) →@avax ( 13%) --- 🚀Funding/ Big Tech •@elonmusk nearing trillionaire status →@SpaceX potential $1.77T IPO valuation --- 📈Daily Movers (24H) •Top Gainers: $BNB, $ASTER, $WLD, $DEXE, $H •Top Losers: $ZEC, $NEAR, $ADA, $TON, $HYPE --- 🎯Found this useful, stay tuned for tomorrow’s final weekend Update by order of the Peaky Blinders✍️

Numbers don’t lie. Cloud gaming market: ~$121B …nearly doubled in the past year Yet: 47% of gamers still can’t run it. --- Cost structure? AWS: ~$2.00 per hour YOM: ~$0.05 per hour That’s a ~95% reduction. Same product category. Completely different economics. --- Now look at valuation: Initial Market Cap: ~$13M FDV: $75M →entering a $121B market --- Supply dynamics matter: •5% of every gaming session fee is permanently burned •Hard cap: 750M tokens •More usage = less supply --- Structure matters too: •Team investors locked (6–9 month cliff) •Zero insider selling at TGE --- Backed by: @AvalancheFDN @oviohq Borderless Capital 40 studios, 400 games pipeline --- @YOM_Official isn’t trying to “compete” with cloud gaming It rewrites the cost layer entirely. --- Now the entry: $0.07 entry vs $0.10 launch •35% unlocked at TGE •remaining vested Capital stays onchain until listing (or refunded) --- $YOM sale is live on @Onicornoffocial. Round closes June 4. TGE: June 5✍️ 🎯Do your own math and join in now before it becomes more valuable👇 onicorn.io/deals/yom-0f80d83…

➥ Crypto Calendar Week 23/2026 ► June 01 Events: ▸ @AskVenice - $VVV Emissions Reduction by 1M ▸ @webuildscore - Conviction Activation ▸ @CROSS_gamechain - Mainnet 2.0 Launch ▸ @RequestNetwork - New Payment Approach Unlocks: ▸ @SuiNetwork / $SUI - ~$13.1M (until June 2) ▸ @Audiera_web3 / $BEAT - ~$25.7M ▸ @GoKiteAI / $KITA - ~$12.3M ▸ @falconfinance / $FF - ~$9.55M Macro: ▸ China Manufacturing PMI ▸ US ISM Manufacturing PMI ▸ Possible Fed-Related Speaker Commentary - ► June 02 Events: ▸ @IstanbulBlockWk - Istanbul Blockchain Week (June 2-3) ▸ @PiCoreTeam - Protocol 24 Upgrade ▸ @ionet @AethirCloud @akashnet @nosana_ai - Compute Panel Unlocks: ▸ @MemeCore_M / $M - ~$167.2M ▸ @ethena / $ENA - ~$8.46M Macro: ▸ Eurozone CPI / BoE Governor Speech - ► June 03 Events: ▸ N/A Unlocks: ▸ N/A Macro: ▸ China Services PMI ▸ Australia GDP ▸ BoJ Governor Speech ▸ US ADP Private Employment Report & ISM Services PMI - ► June 04 Events: ▸ @teaprotocol - $TEA TGE Mainnet Launch Unlocks: ▸ N/A Macro: ▸ Australia Trade Balance ▸ Switzerland CPI ▸ Eurozone Retail Sales - ► June 05 Events: ▸ @monero - MoneroKon Warsaw (June 5-7) Unlocks: ▸ N/A Macro: ▸ Canada/ US Labor Market/ Employment Data - ► June 06 (Weekend) Events: ▸ New Zealand Crypto Con (June 6-7) Unlocks: ▸ @HyperliquidX - $HYPE Contributor Unlock ~$600-800M - ► June 07 (Weekend) Events: ▸ N/A Unlocks: ▸ N/A - ► Other Events - @megaeth - MOSS embedded wallet launch - @ethconf NYC June 8-10 - FOMC June 11-17 (Est.)

Cloud gaming didn’t fail. It hit a wall. Not a marketing problem — a physics economics problem. →Latency: data centers are too far from players →Cost: ~$2/hour per user on AWS →Result: laggy gameplay unsustainable pricing Meanwhile… 2.7 BILLION gamers still can’t access AAA titles because of hardware. That’s the real bottleneck. --- Now here’s the shift most people are missing: Instead of building more centralized data centers… What if the infrastructure already exists? Millions of idle gaming PCs. Unused GPUs. Sitting everywhere. --- That’s where Gaming DePIN comes in. And one project just flipped the model: @YOM_Official✍️ They’re turning consumer hardware into a global edge network. →Compute happens closer to the player →Latency drops to sub-12ms →Cost drops from $2 → $0.05/hour (~95% reduction) Same AAA games. No downloads. No expensive rigs. Just click & play. --- This isn’t “cloud gaming 2.0” This is cloud gaming that actually works --- Mainnet is already live. TGE is June 5. If you’re early to infra shifts, you already know what to do: Explore: yom.net TGE details: yom.net/tge Get in their Discord/Telegram before this gets loud.

Premier League champions once more 🎉 🔴 @Arsenal

Everything Crypto ICYMI – Saturday’s Edition✍️ --- 🌍Macro & TradFi •🇨🇦Canada officially enters a technical recession •🇺🇸US stock market records its highest daily & weekly close in history •S&P 500 posts 9 consecutive green weeks →First time since 2023 --- 🪙Crypto Market & Price Action • $BTC reclaims $74K →Trigger: geopolitical de-escalation (Hormuz blockade ended) •Liquidations skew heavily long →$1.5B longs vs $491M shorts wiped since May 25 --- 🏦Institutional & Market Infrastructure •CME launches 24/7 crypto trading → $BTC, $ETH, $SOL, $XRP, $ADA, $LINK, $XLM, $AVAX, $SUI futures •@aave Labs’ UK entity receives FCA approval →Regulated crypto exchange services in the UK •@Polymarket introduces: →Up to 50% taker rebates →Parlays coming soon --- 💵Stablecoins & Payments •@circle mints $250M $USDC on @solana •@NEARProtocol Integrated private $USDC payments for AI agents →Confidential on-chain transactions via private shards --- 🧠AI x Crypto (Emerging Narrative) AI Agent Economy Expanding •Agentic payment usage evolving: →Transactions dropped (21M → 1M weekly) →BUT users surged (1.9K → ~700K) •Dominant infra: →x402 (AI-to-API stablecoin payments) 📌Key insight: Less volume, more adoption → shift toward real utility phase --- Funding & Infrastructure •@AEON_Community raises $8M →Building AI agent settlement layer →Already connected to 50M merchants --- 🔗Ecosystem & Chain Developments •@SuiNetwork mainnet restored →Bug fix after validator upgrade •@MultiversX upgrades to v1.11.6.0 •@base “Azul” upgrade goes live →Improved speed & security •Dev activity rankings (@SantimentData): →Leaders: @chainlink, @solana →Rising: @PythNetwork, @MarinadeFinance --- 📊Tokens, ETFs & Flows • $HYPE spot ETF inflows →$100M in May • $XLM surges 50% this week →Driven by @The_DTCC integration plans --- 🏢Real-World Assets (RWA) & Tokenization Infrastructure & Platforms •ZonaLend launched on @pharos_network →Lending/borrowing against RWA tokens →Native, no bridges •@NUVAFinance launches on @ethereum →Institutional RWA marketplace →Access to $23B TVL --- Tokenized Securities & Markets •@BitgetWallet Wallet added 130 tokenized stocks (xStocks) →Now 300 RWA products →Includes Tesla, Apple, Nvidia, S&P 500 ETF •@krakenfx reports $507M Q1 revenue →Expanding tokenized equities →Target: 500 stocks by 2026 --- Institutional Tokenization Moves • $XRP Ledger used for government bond settlement (South Korea) •Pakistan explores tokenized sovereign debt •XCURE & @AlloyX_exchange JV form: →Korea–Hong Kong tokenization infra •@OndoFinance predicts: →Tokenized stocks → $3B by year-end --- Real Estate & Mortgages •Rezy.Fi opens onboarding →Tokenized mortgages on @avax →Targeting $13T US housing market •Beeline evaluates TTYL real estate tokenization deal --- Big Picture Narrative •@binance & @BlackRock discussions: →Tokenization market potential: $1.6T–$28T by 2030 📌Core requirements for adoption: →Regulation →Custody →Liquidity →Distribution --- 🧠DeFi & Protocol Governance •@ALEXLabBTC's proposal: →End emissions →Start buybacks & burns •@ethereum proposal: →Native private $ETH ERC-20 transfers •@babylonlabs_io proposes: → $BTC as collateral in @aave V4 --- 🎮GameFi •No major updates today --- 🔓Token Unlocks • $FF (@FalconStable) → $76.5M today • $GUNZ @GUNbyGUNZ → $4.04M today • $UDS @Undeadscom → $4.72M today • $KMNO @kamino → $4.51M (May 31) • $CC @CantonNetwork → $23.3M (daily ongoing) • $TRUMP → $12.6M (weekly ongoing) --- 📈Daily Movers (24H) •Top Gainers: $XLM, $HBAR, $HYPE, $BNB, $XRP •Top Losers: $M, $ZEC, $CC, $SUI, $NEAR --- Found this useful; Like, Retweet & stick around for next weekend’s breakdown by order of the Peaky Blinders✍️