💼 Institutions only hold 0.01% of their portfolio in bitcoin today.

To match Bitcoin’s current share of global wealth (~0.2%), they’d need to invest $249 billion more.

That rebalancing has barely started⏫

📄 Crypto Watchlist for the week ahead:

🎥$AERO - Coinbase will announce "the next chapter of Base" on July 16

🎥$S - Sonic will unveil a new AI-powered product and open claims for its S1 airdrop next week

🎥$BTC - US Director of Digital Assets said next week will be massive for crypto in the US

🎥$HUMA - Huma Finance will open Huma 2.0 for deposits on July 14

🎥$TRUMP - $868M worth of TRUMP will be unlocked on July 18 💀

🎥$HOME - DeFi App teased a big announcement for next week (probably about its mobile app)

🎥$JOE - LFJ (formerly Trader Joe) will release Token Mill V2, a bonding curve AMM, on July 15

🎥$BERA - Berachain will make a major announcement next week

🎥$ES - Eclipse scheduled its TGE for next week

❕ $W has been added to Grayscale’s watchlist of tokens under consideration for future investment products.

This marks another major milestone for Wormhole, highlighting its growing institutional adoption and recognition by one of the world’s leading digital asset management firms.

Some other bullish factors for Wormhole:

🟡Fee switches live, generating revenue for $W token holders
🟡Used by Securitize, Uniswap infra, Google Cloud, etc.
🟡$60B+ cross-chain volume
🟡Rumors of an additional airdrop
🟡Backed by Jump, Multicoin, Brevan Howard, Coinbase Ventures, and ParaFi (raised $225M at $2.5B FDV)

The incentive to run this back is definitely there.

🔹There are only two types of coins right now

• Genuine breakouts
• Failed breakouts

If you’re trading momentum, learn to spot the difference.

Here’s a cheat sheet for trading failed breakouts — with Open Interest as confluence.

🚨 WalletConnect announces Solana community drop

Today at 15:00 UTC, WalletConnect will open the $WCT claim for selected active users across the Solana ecosystem.

Eligibility breakdown:

🔹 Backpack
• Holders of Challenger, Diamond, or Platinum ranks
• 500 random traders active on at least 3 Bonus Round days
• All must have linked Backpack Wallet to Backpack Exchange by June 18
• Snapshot: June 18

🔹Jupiter
• Members of Cat of Culture and Cadets groups
• Voted in all 24 Jupiter proposals
• Snapshot: June 2

🔹 Solflare
• Active users (swaps or staking in the past 90 days)
• Guardian and Ambassador program participants
• First 1,000 users on the Solflare Card waitlist
• Snapshot: June 17

🔹 Solana Mobile
• Underdog users who haven’t received major airdrops
• Recently preordered Seeker and received Chapter 2 Preorder Token
• Snapshot: June 13

🔹 Phantom
• Top 5,000 by swap volume via Phantom (Mar 30 – Jun 24)
• Top 5,000 $pSOL holders
• Snapshot: June 24

Claim link will be shared soon — keep an eye on WalletConnect's page.

$WCT claim page is live.

Connect and check your eligibility
👉 Link 👈

Crypto narratives tier list 👆

Fascinating to see $BTC at $122k while:

🔅Coinbase's App Store rank is over 100
🔅News channels barely talk about it
🔅IRL friends have no idea BTC is at ATH
🔅People aren't flexing on CT

Don't fight the trend. As long as macro keeps improving, we'll go higher.

🇺🇸 US shifts its stance on DeFi

After years of pressure, the government is finally pivoting. The new SEC chair has dropped the Coinbase case, denounced the agency’s past approach, and is pushing to officially recognize DeFi as part of the financial system.

What’s happening:
🔥The Tornado Cash trial is still set for next month
🔥 But the SEC now says: past actions were a mistake
🔥 Staking is no longer seen as a violation of securities law
🔥Temporary rules are being drafted so projects can launch before full regulation
🔥 Custody and DeFi are now framed as core American values
🔥 The latest SEC event was literally titled “DeFi and the American Spirit”

Why it matters:
Stablecoins are now viewed as tools to strengthen the dollar. Crypto companies are going public. Politicians from both sides are starting to support the industry — not out of love, but pragmatism.

This isn’t hype. It’s a shift.
And it opens the door for real projects with real users and sustainable models.