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JUST IN: Multicoin's Solana fund has acquired 6,822,000 $SOL at an average price of $232, amounting to $1.58 billion.

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JUST IN: MoonPay plans to acquire payments startup Meso, according to Bloomberg.

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🏦 Digital treasuries move beyond BTC

Corporate and protocol treasuries are no longer BTC-only. In just months the landscape shifted into a true multi-asset mix.

➑️ ETH was the first to gain share
➑️ SOL is now the fastest climber
➑️ Risk capital trickling into HYPE, TAO, DOGE
➑️ BTC still leads with ~115 treasuries, ETH around 70, SOL closing in

The takeaway: treasuries are starting to mirror crypto portfolios - majors first, then a steady crawl down the risk curve.


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JUST IN: 0xMert states he has no connection to the new Solana data platform that coincidentally shares his company's name.

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JUST IN: Pumpdotfun has surpassed Hyperliquid in 24-hour revenue, according to DefiLlama data.

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JUST IN: MetaMask has launched its USD, $MUSD.

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🟦 BASE hints at its own token

Jesse Pollak just confirmed that Base is β€œexploring a network token.” That means $BASE could be on the way with a possible shift from L2 to full standalone chain.

➑️ Tokenomics discussion now on the table
➑️ Airdrop potential back in play
➑️ Coinbase-backed infra with nearly 1M followers

If $BASE launches, it won’t just be another token. It could reshape the narrative around L2s vs sovereign chains.

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JUST IN: Polymarket has submitted a form to the SEC indicating "other warrants" in its recent fundraising, which is usually interpreted as tokens, suggesting the possibility of a Polymarket token launch.

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JUST IN: Js_horne suggests that Zora, a Base-based platform, may soon support deposits on Solana.

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JUST IN: The Pumpfun livestreamers have been highlighted in Rolling Stone for allegedly leaking Drake's new music.

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Position sizing is everything.

Many people hold 25-30 tokens at once.

Friendly reminder that a 100x on a token that represents only 1% of your portfolio won't meaningfully change your life.

It's better to make a few high-conviction bets than to overdiversify.


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JUST IN: Circle has created an additional 250,000,000 $USDC on Solana, with a total of 2.25 billion $USDC minted this month.

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⚑️ Altcoins vs Bitcoin: cycle setup repeats

The alt/BTC chart is showing the same structure we saw in 2017 and 2021. Both times disbelief marked the bottom before alts ripped higher.

➑️ 2017 disbelief β†’ liftoff
➑️ 2021 same pattern β†’ same outcome
➑️ 2025 lining up for the third strike

Cycles don’t repeat perfectly, but they rhyme. Wealth is built when most don’t believe - not after the parabolic move has started.


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JUST IN: A major investor initially acquired and staked 2M $HYPE tokens for $17.4M, currently valued at $107.2M, and has now removed the stake, possibly to realize profits.

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πŸ“ˆ Doge and XRP ETFs set for launch

Eric Balchunas confirmed that both the Dogecoin ETF ($DOJE) and a spot XRP ETF ($XRPR) are scheduled to launch this Thursday.

➑️ Both products were included in the same approved prospectus
➑️ $TRUMP and $BONK ETFs also mentioned, but no dates yet
➑️ Expands the wave of crypto ETFs beyond BTC and ETH

The ETF race is moving fast and meme coins are now on Wall Street’s menu.


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JUST IN: Smart investor "Aqvd6S" who gained $11.7M profit from Trump investments recently acquired 2M $HOLO worth $791K.

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JUST IN: American Express announces Travel Stamp NFTs on Base.

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JUST IN: Donald Trump is suing New York Times for defamation regarding a crypto project, his businesses, and his personal reputation.

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JUST IN: Coinbase launches 4.1% $USDC rewards in Canada, promoting it as an alternative to GICs and savings accounts.

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Onchain: Tether has minted an additional 1 billion USDT, bringing the total to 3 billion USDT in the past four days.

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