OVERVIEW

Crypto Hits Pause – Next Move Loading ⏸️

Before we dive in, here’s today’s crypto market heatmap:

Source: Santiment

And here’s a look at crypto’s total market and altcoin market cap charts:

Source: TradingView

TECHNICAL ANALYSIS
Crypto Be Like: I Need A Moment To Just… Be 🧘‍♀️ 

It’s easy to get super pampy about the rally across crypto – and then just as easily retreat into OMG ITS OVER ALREADY. 😨 

Chill.

Big runs need a breather. $ETH.X ( ▼ 0.91% ) is a good example of something that probably needs a breather:

ETHUSD Weekly Chart – Click to enlarge.

• Last week was the best performing week for ETH since December 2018.

• And ETH nearly doubled from the April 2025 low in just five weeks.

And as long as we’re on this journey of looking at what’s pamping the most, let’s take a peak at $WIF.X ( ▼ 0.59% ):

WIFUSD Weekly Chart – Click to enlarge.

If dogwifhat was running a race, then race officials would definitely pull this guy in for some drug testing. That white powder other dudes in the locker room saw WIF mixing with his protein shake? Probably wasn’t powdered sugar.

In a little over 30 days, WIF moved +335%.

Long story short: big gains mean people are probably going to take some profit – especially after they just got done spending a long ass time in Pleasestopmovinglower-ville. 🧠 

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DEFI
Cross-Chain Milestone Unlocked: Ondo, Chainlink, and…J.P. Morgan? 🤯

Source: Ondo Finance

$ONDO.X ( ▼ 2.05% ), Kinexys by J.P. Morgan, and $LINK.X ( ▼ 1.68% ) teamed up to successfully complete the first-ever cross-chain Delivery versus Payment (DvP) test transaction on the Ondo Chain testnet.

Basically, Ondo’s flagship tokenized Short-Term US Treasuries Fund (OUSG) traded hands with payment settled via Kinexys Digital Payments’ private blockchain setup, all glued together by Chainlink’s slick cross-chain orchestration tech.

TradFi, Meet DeFi

Cross-chain DvP transactions aren’t exactly the crypto equivalent of ordering pizza – traditionally, these things are a logistical nightmare. Broken settlement processes, ridiculous delays, and billions wasted on failed transactions? Check, check, and sadly, check.

With Ondo Chain, though, the whole point was to trade Ondo’s treasury fund tokens and Kinexys’ payments instantly and simultaneously. Chainlink’s off-chain computing wizardry did the heavy lifting, syncing everything in near real-time.

The upshot?

No counterparty headaches, fewer intermediaries to skim off profits, and – hold your breath – actual transparency.

Real Talk: Can This Actually Stick?

Chainlink’s Sergey Nazarov sounds genuinely optimistic (or as optimistic as crypto OGs can sound): “TradFi and DeFi convergence isn’t just hype anymore. Institutions like J.P. Morgan see a real market in public chains, and they’re finally stepping up.”

Considering Kinexys already pushes $2 billion daily, hitting $1.5 trillion total since launch, there’s reason to be cautiously optimistic. 👍️ 

CRYPTOTWITS
📊 Crypto Moves Differently — So We Built Its Own Feed

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STABLECOINS
Visa and Mastercard Just Got Schooled by Crypto’s Boring Coins 🪙 

Last year, stablecoin transaction volume hit an insane $27.6 trillion. For context, that’s more than Visa and Mastercard combined. 🫢 

Read that again: crypto’s supposedly “risky” digital dollars just lapped two of the biggest payment giants on Earth. Citibank even compared it to blockchain’s potential “ChatGPT moment,” predicting a $3.7 trillion market cap by 2030 if this hype actually sticks (conservative compared to other big TradFi entities).

Why’s Everyone Suddenly Obsessed?

It’s pretty straightforward – institutions smelled the money. Visa, Mastercard, Stripe, PayPal, Shopify – all the usual suspects – rolled out stablecoin support, turning crypto from a weird side hustle into legit infrastructure overnight.

On top of that, stablecoin issuers like Tether and Circle are becoming gigantic hodlers of U.S. Treasury debt, weirdly enough making stablecoins one of the safest bets for institutional money.

And stablecoins might soon become the internet’s global currency. With fees shrinking, privacy improving, and governments quietly nodding approval, it’s looking less like a crypto fantasy and more like inevitable reality.

Sure, CBDCs are still lurking, but let’s face it: stablecoins are already winning that race. 🏃 

CRYPTOTWITS
1 Day Left On This Poll 😱

6,700 of you have already voted. There’s one day left. 📆 

Click here

I mean, with 6k+ votes and 51% of you selected Alt Season, kind of a done deal. But do it anyway. 🫵 

NEWS IN THREE SENTENCES
Crypto News 📰

⏳ SEC Delays on BlackRock’s Bitcoin ETF Redemption Proposal

The SEC kicked the can down the road on BlackRock’s proposal to allow in-kind Bitcoin ETF redemptions, asking the public to comment. They’ve also delayed Grayscale’s Litecoin and Solana Trust proposals and 21Shares Dogecoin ETF. The Block.

🏦 FalconX Snags Standard Chartered Partnership

Crypto prime broker FalconX teamed up with Standard Chartered, marking its first-ever deal with a traditional global bank. Institutional investors can now settle fiat faster and with fewer headaches, cutting the endless crypto-to-fiat delays. It’s another sign institutions actually want crypto now, as opposed to just window-shopping. Also: Standard Chartered betting the crypto market hits $10 trillion by 2026. Reuters.

🚨 Did France Read Yesterday’s Litepaper? France’s Officials Scrambling to Protect Rich Crypto Kids

French Interior Minister Bruno Retailleau finally decided enough was enough after crypto kidnappings became a Parisian pastime – he’s meeting crypto bigwigs this Friday to teach them basic kidnapping avoidance skills. French crypto folks are understandably nervous. Retailleau promises protection and vows to chase kidnappers worldwide – which probably sounded better before it became a monthly problem. Lemonde.

🐷 Xinbi Marketplace: The $8 Billion Scam-Hub Feeding North Korean Hackers

Xinbi Guarantee, a Telegram-based market that makes Silk Road look honest, has laundered over $8 billion in USDT since 2022. With 233,000 users, Xinbi openly advertises money-laundering services, Starlink gear for scammers, and even sex trafficking and intimidation services (yikes). It’s shockingly registered in Colorado – but Telegram finally stepped in after Elliptic exposed the madness, shutting down thousands of scam channels. Elliptic.

NEWS IN THREE SENTENCES
DeFi, DEX, & Lending Protocol News 🏦

🥞 PancakeSwap Infinity Serves Up Free CAKE (No Baking Required)

PancakeSwap Infinity just introduced its CAKE Emission Program, handing out daily CAKE tokens to anyone adding liquidity to special Hook-enabled pools (think plugins but for DeFi nerds). Developers who build these Hooks get liquidity boosts, traders get discounts, and LPs earn rewards. CAKE emissions are auto-distributed, meaning your yield-farming laziness can finally pay off. PancakeSwap.

🐻 Berachain’s Latest Vault Batch Wants BTC to Do More Than Sit Pretty

Berachain’s governance just approved Batch 7 of Reward Vault Requests, which sounds boring until you realize it turns idle Bitcoin into productive yield generators. Now your BTC liquidity isn’t just lounging around; it’s actively pumping incentives into Berachain validators, keeping everyone economically aligned. Berachain.

🚀 Arbitrum’s Scaling Plan: Go Big or Go Decentralized (Actually, Do Both)

Arbitrum says their scaling isn’t just about faster transactions, it’s about rebuilding the entire blockchain infrastructure. They want to boost performance 100x, unify cross-chain interactions, and enhance decentralization without breaking anything important. Upcoming upgrades like dynamic pricing and multiple client implementations promise you’ll never again have to choose between speed and decentralization. Arbitrum.

LINKS
Links That Don’t Suck 🔗

👯 CFTC Commissioner Mersinger exits to lead Blockchain Association as CEO

🧠 @PatrickMcHenry reveals that former SEC chief Gary Gensler was not as anti-crypto in private as he was in public

👍️ Stock and crypto trading site eToro prices IPO at $52 per share ahead of Nasdaq debut

🇨🇳 Small China-linked firm plans to snap up Trump’s crypto token

🐓 Crypto platform FalconX partners with Standard Chartered

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