BTC traded at $84,606, up 1.68% over 24 hours, while ETH stood at $2,704.43, up 2.39%. Gold was at $4,327.70 and silver at $65.020; the S&P 500 and Nasdaq 100 fell 0.02% and rose 0.03%, respectively, while WTI and Brent fell 1.73% and 1.06%.
1. Morgan Stanley Bitcoin holdings top 9,000 BTC
Per Arkham monitoring, Morgan Stanley spent over $96 million through its spot Bitcoin ETF MSBT to withdraw about 1,100 BTC, pushing its total Bitcoin holdings past 9,000 for the first time to 9,218 BTC, worth more than $775 million.
Assets to watch: BTC
2. US Treasury average yield rises to 5.05%
Bloomberg data shows the average yield on the $32 trillion US Treasury market has risen to 5.05%, approaching the 2023 high and the 2006-2007 double peak; average global sovereign bond yields are also near 4%, the highest since 2007.
3. IMF sees global AI investment topping $2 trillion
The IMF's annual report, citing external estimates, says privately led global AI investment may top $2 trillion this year; it estimates AI-related tech investment lifted US 2025 GDP growth by 0.5 percentage points, while warning that some high-cost investments increasingly rely on debt financing.
4. SEC mulls single-KYC access to tokenized securities
People familiar with the matter said the US SEC is preparing to revise KYC rules to enable composability across on-chain trading venues and tokenization platforms, letting users access tokenized securities on-chain after a single identity check and use zero-knowledge-proof identity systems to split orders across multiple venues.
5. Block joins x402 Foundation, adds Lightning payments
Block has joined the x402 Foundation and contributed Bitcoin Lightning payment capability, providing infrastructure for payments among individuals, enterprises and AI agents; the foundation was set up under the Linux Foundation this April, with supporters including Google, Microsoft, AWS and the Solana Foundation.
Assets to watch: BTC, SOL
6. Open Standard stablecoin secures $1B launch liquidity
Open Standard updated its corporate structure and leadership, with Mastercard, Shopify, Stripe and Visa joining as initial founding partners to help build supply for the OUSD stablecoin and provide over $1 billion in near-term launch liquidity; Zach Abrams becomes full-time CEO.
Assets to watch: SHOP, V
7. Ethereum spot ETF nets $66M in fifth inflow day
Per SoSoValue data, Ethereum spot ETFs posted total net inflows of $66.01 million yesterday, a fifth straight day of inflows; BlackRock's ETHA led with $26.81 million, bringing its cumulative net inflows to $13.23 billion.
Assets to watch: ETH
8. Solana spot ETF nets $32.8M inflow
Per SoSoValue data, SOL spot ETFs recorded total net inflows of $32.81 million yesterday; Bitwise's Solana Staking ETF BSOL led with $27.97 million, with cumulative net inflows reaching $1.16 billion.
Assets to watch: SOL
9. XRP spot ETF nets $14.9M inflow
Per SoSoValue data, XRP spot ETFs saw total net inflows of $14.89 million yesterday; Bitwise's XRP ETF led with $9.91 million and cumulative net inflows of $659 million, while Franklin's XRP ETF added $4.98 million.
Assets to watch: XRP
10. Sequans exits Bitcoin treasury, sells remaining 314 BTC
Per Cointelegraph, French semiconductor firm Sequans Communications has sold its remaining 314 BTC, fully exiting its Bitcoin treasury strategy; the company previously held over 3,200 BTC, and the exit follows its May convertible-debt redemption, letting it refocus on cellular IoT and software-defined radio.
Assets to watch: BTC
Market snapshot
BTC: $84,606 (24h +1.68%) | ETH: $2,704.43 (24h +2.39%)
Gold: $4,327.70 (+0.69%) | Silver: $65.020 (+1.59%)
WTI: $92.97 (-1.73%) | Brent: $105.47 (-1.06%)
S&P 500: 7,704.13 (-0.02%) | Nasdaq 100: 30,478.86 (+0.03%)
1. Morgan Stanley Bitcoin holdings top 9,000 BTC
Per Arkham monitoring, Morgan Stanley spent over $96 million through its spot Bitcoin ETF MSBT to withdraw about 1,100 BTC, pushing its total Bitcoin holdings past 9,000 for the first time to 9,218 BTC, worth more than $775 million.
Assets to watch: BTC
2. US Treasury average yield rises to 5.05%
Bloomberg data shows the average yield on the $32 trillion US Treasury market has risen to 5.05%, approaching the 2023 high and the 2006-2007 double peak; average global sovereign bond yields are also near 4%, the highest since 2007.
3. IMF sees global AI investment topping $2 trillion
The IMF's annual report, citing external estimates, says privately led global AI investment may top $2 trillion this year; it estimates AI-related tech investment lifted US 2025 GDP growth by 0.5 percentage points, while warning that some high-cost investments increasingly rely on debt financing.
4. SEC mulls single-KYC access to tokenized securities
People familiar with the matter said the US SEC is preparing to revise KYC rules to enable composability across on-chain trading venues and tokenization platforms, letting users access tokenized securities on-chain after a single identity check and use zero-knowledge-proof identity systems to split orders across multiple venues.
5. Block joins x402 Foundation, adds Lightning payments
Block has joined the x402 Foundation and contributed Bitcoin Lightning payment capability, providing infrastructure for payments among individuals, enterprises and AI agents; the foundation was set up under the Linux Foundation this April, with supporters including Google, Microsoft, AWS and the Solana Foundation.
Assets to watch: BTC, SOL
6. Open Standard stablecoin secures $1B launch liquidity
Open Standard updated its corporate structure and leadership, with Mastercard, Shopify, Stripe and Visa joining as initial founding partners to help build supply for the OUSD stablecoin and provide over $1 billion in near-term launch liquidity; Zach Abrams becomes full-time CEO.
Assets to watch: SHOP, V
7. Ethereum spot ETF nets $66M in fifth inflow day
Per SoSoValue data, Ethereum spot ETFs posted total net inflows of $66.01 million yesterday, a fifth straight day of inflows; BlackRock's ETHA led with $26.81 million, bringing its cumulative net inflows to $13.23 billion.
Assets to watch: ETH
8. Solana spot ETF nets $32.8M inflow
Per SoSoValue data, SOL spot ETFs recorded total net inflows of $32.81 million yesterday; Bitwise's Solana Staking ETF BSOL led with $27.97 million, with cumulative net inflows reaching $1.16 billion.
Assets to watch: SOL
9. XRP spot ETF nets $14.9M inflow
Per SoSoValue data, XRP spot ETFs saw total net inflows of $14.89 million yesterday; Bitwise's XRP ETF led with $9.91 million and cumulative net inflows of $659 million, while Franklin's XRP ETF added $4.98 million.
Assets to watch: XRP
10. Sequans exits Bitcoin treasury, sells remaining 314 BTC
Per Cointelegraph, French semiconductor firm Sequans Communications has sold its remaining 314 BTC, fully exiting its Bitcoin treasury strategy; the company previously held over 3,200 BTC, and the exit follows its May convertible-debt redemption, letting it refocus on cellular IoT and software-defined radio.
Assets to watch: BTC
Market snapshot
BTC: $84,606 (24h +1.68%) | ETH: $2,704.43 (24h +2.39%)
Gold: $4,327.70 (+0.69%) | Silver: $65.020 (+1.59%)
WTI: $92.97 (-1.73%) | Brent: $105.47 (-1.06%)
S&P 500: 7,704.13 (-0.02%) | Nasdaq 100: 30,478.86 (+0.03%)