JUST IN: Swiss-based Amina Bank is the first global bank to support Rippleβs new stablecoin $RLUSD.
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Rotation into Crypto Equities Accelerates
Investors are piling into crypto-related stocks over tokens:
β’ Circleβs IPO jumped 124%, signaling strong demand for stablecoin exposure.
β’ Robinhood rallied 25% after announcing tokenized stocks and its own blockchain.
β’ Coinbase gained 45% following its US perps launch and S&P 500 inclusion.
β’ But not all benefited β SharpLink crashed 78% despite becoming the largest public ETH holder.
The trend highlights a key flaw in token design: most donβt offer real ownership, unlike equities.
Investors are piling into crypto-related stocks over tokens:
β’ Circleβs IPO jumped 124%, signaling strong demand for stablecoin exposure.
β’ Robinhood rallied 25% after announcing tokenized stocks and its own blockchain.
β’ Coinbase gained 45% following its US perps launch and S&P 500 inclusion.
β’ But not all benefited β SharpLink crashed 78% despite becoming the largest public ETH holder.
The trend highlights a key flaw in token design: most donβt offer real ownership, unlike equities.
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Stablecoins Are Reshaping Crypto β and Driving Bitcoin
The stablecoin market has reached $230B, led by Tether ($155B) and Circleβs USDC ($61B). Together they control 94% of the market β and now, with the GENIUS Stablecoin Act passed, the industry is entering a new phase.
Whatβs changing:
β’ The GENIUS Act brings regulatory clarity: 1:1 reserve backing, mandatory audits, and Fed oversight for large issuers.
β’ Tether dominates but faces challenges over transparency.
β’ Circle is winning trust with compliance and transparency β now backed by IPO momentum.
Why it matters for Bitcoin:
β’ Tetherβs market cap growth mirrors BTC price action.
β’ Spikes in USDT often signal tops, while dips often signal buy zones.
β’ The Stablecoin Supply Ratio is neutral now β but historically, low SSR levels precede major BTC rallies.
With a projected $1.6T market cap by 2030, stablecoins arenβt just payment rails β theyβre leading indicators. Watch them closely if you're trading this cycle.
The stablecoin market has reached $230B, led by Tether ($155B) and Circleβs USDC ($61B). Together they control 94% of the market β and now, with the GENIUS Stablecoin Act passed, the industry is entering a new phase.
Whatβs changing:
β’ The GENIUS Act brings regulatory clarity: 1:1 reserve backing, mandatory audits, and Fed oversight for large issuers.
β’ Tether dominates but faces challenges over transparency.
β’ Circle is winning trust with compliance and transparency β now backed by IPO momentum.
Why it matters for Bitcoin:
β’ Tetherβs market cap growth mirrors BTC price action.
β’ Spikes in USDT often signal tops, while dips often signal buy zones.
β’ The Stablecoin Supply Ratio is neutral now β but historically, low SSR levels precede major BTC rallies.
With a projected $1.6T market cap by 2030, stablecoins arenβt just payment rails β theyβre leading indicators. Watch them closely if you're trading this cycle.
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JUST IN: YZi Labs announced an investment in Digital Asset, enhancing its recent $135M Series E funding round.
β’ Original participants included DRW, Tradeweb, DTCC, Citadel Securities, and Goldman Sachs.
β’ Digital Asset developed the Canton Network, a public blockchain with flexible privacy features.
β’ The investment aims to boost composability and interoperability for tokenizing real-world assets.
β’ Original participants included DRW, Tradeweb, DTCC, Citadel Securities, and Goldman Sachs.
β’ Digital Asset developed the Canton Network, a public blockchain with flexible privacy features.
β’ The investment aims to boost composability and interoperability for tokenizing real-world assets.
This investment could raise Digital Asset's profile and attract more interest in tokenizing physical assets, potentially influencing valuation and market sentiment positively.
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BlackRockβs BTC ETF Now Out-Earns Its $624B S&P 500 Fund
β’ Despite holding just $74B in assets, BlackRockβs Bitcoin ETF (IBIT) has already generated $187.2M in fees this year.
β’ That surpasses the $187.1M earned by its $624B iShares S&P 500 ETF.
β’ The reason? BTC ETF fees are 8x higher per dollar managed.
Larry Finkβs push for βnew asset typesβ wasnβt just visionβit opened up a far more profitable revenue stream.
β’ Despite holding just $74B in assets, BlackRockβs Bitcoin ETF (IBIT) has already generated $187.2M in fees this year.
β’ That surpasses the $187.1M earned by its $624B iShares S&P 500 ETF.
β’ The reason? BTC ETF fees are 8x higher per dollar managed.
Larry Finkβs push for βnew asset typesβ wasnβt just visionβit opened up a far more profitable revenue stream.
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Binance launches Palio AI via PancakeSwap
Binance will list the Web3 AI game Palio AI (PAL) on Binance Wallet through PancakeSwap.
β Subscription: July 7, 11:00β13:00 MSK
β Requires Alpha Points to join
β Extra 40M PAL tokens set aside for future marketing
Another AI-powered game enters the Web3 space β this time, backed by Binance.
Binance will list the Web3 AI game Palio AI (PAL) on Binance Wallet through PancakeSwap.
β Subscription: July 7, 11:00β13:00 MSK
β Requires Alpha Points to join
β Extra 40M PAL tokens set aside for future marketing
Another AI-powered game enters the Web3 space β this time, backed by Binance.
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Ripple applies for U.S. banking license to boost stablecoin ambitions
Ripple has filed for a national banking license with the OCC, aiming to bring its RLUSD stablecoin under both federal and state regulation.
β RLUSD is already regulated by NYDFS
β Ripple seeks to custody reserves directly with the U.S. Federal Reserve
β Its subsidiary applied for a Fed master account on June 30 to enable 24/7 stablecoin issuance/redemption
Ripple has filed for a national banking license with the OCC, aiming to bring its RLUSD stablecoin under both federal and state regulation.
β RLUSD is already regulated by NYDFS
β Ripple seeks to custody reserves directly with the U.S. Federal Reserve
β Its subsidiary applied for a Fed master account on June 30 to enable 24/7 stablecoin issuance/redemption
β€17π₯3π1π1
PancakeSwap Hits $325B Monthly Volume, Becomes Top DEX
PancakeSwap set new records in June 2025, processing $325B in trades β an 88% jump from May. Q2 volume reached $529B, more than doubling Q1 totals, pushing its cumulative volume past $1.8T.
Key drivers of growth:
β’ Infinity upgrade: Lower gas fees, advanced liquidity tools (CLAMM & LBAMM)
β’ Crosschain swaps: Seamless trading across BNB, Ethereum & Arbitrum β no bridges needed
β’ User surge: 7.4M unique users in Q2 (Dune Analytics)
Multi-chain strength:
β’ BNB Chain: $356B Q2 volume
β’ Base: $30B | Arbitrum: $25B | Ethereum: $21B
With additional features coming in Q3, PancakeSwap is on track to hit $2T total volume, strengthening its lead in the DEX space.
PancakeSwap set new records in June 2025, processing $325B in trades β an 88% jump from May. Q2 volume reached $529B, more than doubling Q1 totals, pushing its cumulative volume past $1.8T.
Key drivers of growth:
β’ Infinity upgrade: Lower gas fees, advanced liquidity tools (CLAMM & LBAMM)
β’ Crosschain swaps: Seamless trading across BNB, Ethereum & Arbitrum β no bridges needed
β’ User surge: 7.4M unique users in Q2 (Dune Analytics)
Multi-chain strength:
β’ BNB Chain: $356B Q2 volume
β’ Base: $30B | Arbitrum: $25B | Ethereum: $21B
With additional features coming in Q3, PancakeSwap is on track to hit $2T total volume, strengthening its lead in the DEX space.
β€17π€―3π₯2π2π΄2
Crypto Insider
A large Bitcoin holder, inactive for over 14 years, moved 20,000 BTC valued at approximately $2.18 billion to new addresses today. Originally purchased at $0.78 each, this results in a return exceeding 140,000 times the initial investment.
Imagine the balls it takes to not only hodl what is now $1.1 Billion worth of Bitcoin for 14 years from a $7800 cost basis, but to just send it all out with a single click and no test transaction.
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