equity stake in OpenAI
• Robinhood CEO Vlad Tenev: “Everything a human trader can do, AI agents will be able to do.”
ALTCOINS
• Solana ecosystem heating up, JTO looks ready for another leg higher
• Murad still holding his memecoin portfolio after 2+ years… currently
BTC is showing a solid bounce today and holding above 60K
Still early though, the broader bear structure hasn’t been invalidated yet.
That said, July has historically been stronger than June… so we might start seeing some momentum build
activity. • Kraken is preparing to list Bittensor subnet alpha tokens. • Venice AI raised $65M in a Series A round, pushing its valuation above $1B. • CollectorCrypt continues to post new monthly all-time highs across multiple metrics.
BTC continues to range between $58K–$60K after bouncing modestly from recent lows. The low-to-mid $50K zone remains a key long-term support area that many investors are watching for potential accumulation.
Despite the bounce, the broader crypto market remains under pressure
What actually separates surviving projects from the rest
It's not always the tech. It's not always the team. Sometimes a project with genuinely good fundamentals collapses, while something that looked shaky five years ago is still running. We'll dig into what traits
ALTCOINS
• Kraken is reportedly in talks to acquire a 15% stake in AAVE at a $385M valuation. • Multicoin released a valuation report on HYPE, outlining a $319 base-case target. • VVV has retraced back to the $13 range despite continued improvements in its fundamentals.
block production halted for over an hour. • US energy storage installations reached a record high in Q1 2026, a positive long-term development for AI infrastructure. • Apple CEO Tim Cook said recent cost increases are unlike anything he's witnessed in more than 40 years.
BTC staged a relief rally from $59K to $62K yesterday but has since surrendered most of those gains and is once again hovering around 59K. Overall, crypto continues to look weak, with sentiment turning increasingly bearish; a setup that's often worth watching closely.
Overall, we’re still in a risk-off environment with selective strength rather than broad market upside.
Manage exposure carefully and stay focused on structure over noise.
Crypto continues to lose momentum with BTC slipping back below $60K, dragging most altcoins lower in the process. Broader risk assets are also showing weakness as the summer period kicks in, which is historically a softer stretch for markets. We’re already about halfway through
most alts trend lower • JUP posted a new ATH in weekly volume at $4.7M, up 58% WoW • Market attention around CARDS has increased following recent mentions by Arthur Hayes’ Maelstrom fund
• The US dollar hit a 6-week high, typically a headwind for risk assets • SpaceX retraced close to IPO levels, effectively wiping out a large portion of recent gains in market valuation
ALTCOINS • AAVE remains one of the stronger large caps, still holding structure while
Crypto continues to lose momentum with BTC slipping back below $60K, dragging most altcoins lower in the process. Broader risk assets are also showing weakness as the summer period kicks in, which is historically a softer stretch for markets. We’re already about halfway through
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