On Jun 13, 2026, 14:54 PM(UTC). According to Binance Market Data, BNB has crossed the 610 USDT benchmark and is now trading at 610.030029 USDT, with a narrowed 0.10% increase in 24 hours.

Iranian Foreign Ministry spokesperson Esmaeil Baghaei said on the 13th that any possible understanding between Iran and the United States would only be intended to help both sides continue dialogue, rather than serve as a final agreement. According to Odaily, Baghaei said unfreezing Iran’s frozen assets would be an indispensable part of any such understanding. Citing the Iranian Students News Agency, Baghaei made the remarks during a meeting with media professionals. He said Iran’s current focus is ending fighting on all fronts and reducing regional tensions, and that it is not discussing details of the nuclear issue at this stage. Baghaei said the only way to achieve regional security is to end the presence of foreign military forces in the region. He reiterated that the issue of unfreezing Iranian assets is a key component of any understanding and would not be excluded. He added that topics currently under discussion also include ending U.S. hostile actions against Iranian vessels and issues related to the Strait of Hormuz. Baghaei said Iran will proceed with negotiations and diplomatic efforts with maximum caution while remaining vigilant based on past experience. He added that if the other side refuses to fulfill its obligations, Iran can take countermeasures.

The US-Iran peace process took its most dramatic turn yet on Friday, with Pakistani Prime Minister Shehbaz Sharif — who has served as a mediator throughout the conflict — saying a "final, agreed upon text" has been reached and that the deal could be finalized "in the next 24 hours." Within hours, however, President Trump publicly disputed the reported contents of that deal, injecting fresh uncertainty into what had briefly appeared to be the most significant de-escalation signal since the conflict began on February 28. The optimistic case: Sharif's timeline Sharif's statements represent the most concrete and confident language from any party throughout the entire negotiation process. "Peace has never been this close as it is now," he wrote on X. He followed up by stating that "Pakistan is preparing for the electronic signing of the peace deal immediately after, followed by technical level talks next week" — language that describes not just an agreement in principle but active logistical preparation for signing. Pakistan's role as mediator throughout the conflict gives Sharif's comments particular weight — he is not a party with incentive to oversell progress for domestic political reasons in the way US and Iranian officials might be, making his confident framing notable. Corroborating signals from Trump and Iran Sharif's comments followed a sequence of increasingly optimistic statements from other parties. Trump said in the Oval Office on Thursday afternoon that the US had "just made a great settlement of the war with Iran," subject to the "finalization of documents" — language suggesting substantive agreement had been reached with only procedural steps remaining. Iranian Foreign Minister Abbas Araghchi wrote on X, prior to Sharif's post, that a memorandum of understanding "has never been closer" — echoing Sharif's superlative framing from the Iranian side. The complication: Trump disputes the reported terms Iran's Mehr News Agency reported 14 purported provisions of the draft deal earlier Friday, including US commitments to lift oil sanctions, end its naval blockade, and release Iran's frozen funds — provisions that, if accurate, would directly address the Strait of Hormuz closure that has been the primary driver of oil prices above $90 and the resulting inflation pressure that has driven Federal Reserve rate hike expectations throughout the current crypto correction. Trump responded to this reporting with anger. In a Truth Social post Friday morning, he wrote that the public reporting about the deal has "NOTHING to do with the terms that were agreed to, in writing" — a forceful denial that the leaked provisions reflect the actual agreement, even as he had described a "great settlement" just the day before. The pattern continues A senior Trump administration official told reporters Friday that the US could sign a deal soon but is not "100%" confident the agreement will be consummated — a hedge that, combined with Trump's denial of the reported terms, reflects the same whiplash pattern that has characterized this negotiation process since February. Iran itself had denied just one day earlier that a Sunday Geneva signing was scheduled, calling reports of a "final agreement" completely untrue. The sequence within 48 hours — Iran denying a signing date, then Trump declaring a "great settlement," then Sharif declaring peace "never been this close" with a 24-hour timeline, then Trump disputing the publicly reported terms of that same deal — illustrates why markets have learned to treat each individual headline with substantial skepticism regardless of which direction it points. What it means for markets Despite the uncertainty, Friday's overall trajectory of statements has been net positive for de-escalation expectations, and markets reflected that: Brent crude fell to approximately $87 and WTI to around $85, continuing the decline from the $92-$93 levels of earlier in the week. Bitcoin held steady near $63,400 to $64,000 through SpaceX's historic Nasdaq debut, which itself surged 20% in early trading. Standard Chartered's Geoffrey Kendrick had identified a genuine US-Iran peace deal as one of two catalysts — alongside the SpaceX IPO clearing forced ETF selling — supporting his call that Bitcoin's $59,375 low on June 5 represents the cycle bottom. If a deal genuinely signs within the stated 24-hour window, even with terms that differ somewhat from the leaked provisions, the resulting decline in oil prices and Treasury yields could provide meaningful additional support for Kendrick's thesis heading into the critical June 17 FOMC meeting. Conversely, if Trump's dispute over the reported terms signals that the "agreement" Sharif described is less solid than portrayed — consistent with the pattern of repeated false dawns since February — markets may need to discount Friday's oil price decline as another premature reaction, with the risk of oil snapping back toward $90+ if the deal collapses entirely in the coming days. The next 24 hours, as Sharif's own framing suggests, may finally provide the clarity that five months of negotiations have failed to deliver — one way or the other.

A senior U.S. government official said the United States believes it has reached an agreement with Iran. According to Odaily, the official described the agreement as strong.

SpaceX shares opened at $150 on Friday and climbed as high as $162 in volatile early trading — a roughly 20% gain from Thursday's $135 IPO price — marking a strong start to the most closely watched stock market debut in recent memory and confirming the kind of first-day pop that the offering's 4x oversubscription and $250 billion in total demand had signaled was likely. The numbers: largest IPO in history, now trading even higher SpaceX sold 555.6 million shares to raise $75 billion — the largest IPO ever completed, surpassing Saudi Aramco's previous record by nearly three times. The $135 IPO price had valued the company at approximately $1.8 trillion. With shares trading as high as $162 in early Friday action, the implied market capitalization at the day's highs approaches roughly $2.1 trillion — putting SpaceX within range of the $2.4 trillion valuation that crypto-traded pre-IPO contracts on platforms like Hyperliquid had already been pricing ahead of the listing. Trading under the ticker SPCX on Nasdaq, the debut gives public market investors their first opportunity to own shares in a company that has fundamentally reshaped the commercial space industry through reusable rocket technology and built one of the world's largest satellite networks through Starlink. The business: $19 billion in revenue across three pillars SpaceX generated approximately $19 billion in revenue last year across three primary business lines: launch services, government contracts, and Starlink operations. Starlink has emerged as a particularly significant growth driver, with satellite internet service reaching customers in remote areas where traditional broadband infrastructure is difficult or impossible to deploy — a business that grew 50% year-over-year to $11.4 billion in 2025 according to earlier reporting, before the new AI compute contracts with Anthropic and Alphabet that are projected to add a $26 billion annualized revenue stream. The Bitcoin angle: $1.2 billion in exposure for new shareholders Beyond the rocket and satellite business, SpaceX's public listing gives investors indirect exposure to one of the larger Bitcoin holdings among publicly traded companies. SpaceX held 18,712 BTC as of March 31, according to company disclosures — worth approximately $1.2 billion at Bitcoin's recent price around $63,500. This positions SpaceX as the eighth-largest public Bitcoin holder globally, a fact that prompted Strategy chairman Michael Saylor's congratulatory message to Elon Musk on Friday, noting that with SpaceX now public, two of his newly coined "Mag8" companies — SpaceX and Tesla — hold Bitcoin on their balance sheets. Every investor who buys SPCX shares on Friday's debut is, by extension, gaining proportional exposure to that $1.2 billion Bitcoin position alongside the company's core aerospace and satellite businesses. Bitcoin and crypto markets: muted reaction so far Despite the magnitude of the SpaceX debut, Bitcoin's reaction has been notably restrained. BTC was roughly flat at $63,400 during SpaceX's opening trades — a continuation of the steadiness around $63,000 that defined Bitcoin's price action through the IPO period. AI-related crypto stocks saw only modest gains. The muted crypto reaction is itself informative. Standard Chartered's Geoffrey Kendrick had theorized that the SpaceX IPO could mark the end of the specific selling pressure caused by ETF holders liquidating Bitcoin positions to fund IPO participation — with total ETF redemptions exceeding $5.72 billion since mid-May, some portion anecdotally tied to SpaceX allocation needs. Bitcoin holding steady rather than dropping further during the actual debut session is consistent with that theory: if SpaceX-related selling pressure was front-loaded into the weeks before the IPO, the listing itself would not be expected to trigger additional Bitcoin weakness. Whether Bitcoin's stability during SpaceX's debut translates into the broader demand recovery Kendrick is watching for — continued Strategy buying, a return to positive ETF inflows, and falling oil prices — remains the key question heading into next week's June 17 FOMC meeting, the first under Fed Chair Kevin Warsh and the next major catalyst for both equity and crypto markets. What the 20% pop signals A first-day gain of this magnitude, on an IPO of this scale, with $250 billion in demand against $75 billion in supply, was largely expected given the oversubscription dynamics. The more important signal may be what happens in the days following — whether SPCX holds its gains, retraces toward the IPO price, or continues climbing toward the $2.4 trillion valuation that crypto markets had already priced in. Analyst alichatts' warning about historical parallels to Coinbase's 2021 IPO — which preceded a 50% Bitcoin correction — remains the cautionary counterpoint to Friday's enthusiasm, particularly if SpaceX's post-debut trajectory mirrors the "euphoria precedes correction" pattern that has accompanied several of history's largest IPOs.

VanEck's first US spot BNB ETF, trading under the ticker VBNB on Nasdaq, has attracted approximately $2 million in assets since launch — a modest start that the firm's Director of Digital Assets Product, Kyle DaCruz, frames not as a near-term concern but as the early stage of a longer-term thesis built on a specific investment philosophy: measurable adoption over technical promises.Speaking on CoinDesk's Public Keys with Jennifer Sanasie and Bloomberg's James Seyffart, DaCruz laid out why VanEck believes BNB represents a fundamentally different category of crypto investment than many blockchain projects still in the speculative growth phase.The adoption case: 33 million monthly users, $100 billion in monthly stablecoin transfersVanEck's core argument is that BNB Chain has already achieved the user adoption that many crypto projects are still pursuing as a future goal. DaCruz cited 33 million monthly active users and 2.1 million daily active users on BNB Chain — figures that place the network among the most heavily used blockchains globally by genuine user activity rather than speculative trading volume alone.The stablecoin metrics reinforce the usage narrative. BNB Chain processes roughly $100 billion in monthly stablecoin transfer volume, with $16 billion in stablecoins minted on the network — figures that connect directly to the broader institutional stablecoin infrastructure narrative that has defined 2026, including the $7.8 billion in monthly crypto card transaction volume (up 230% year-over-year) that Visa processes substantially through partnerships with onchain-native companies."Ghost chains" — DaCruz's term for blockchains with significant technical development and market valuation but limited genuine user activity — represent the category VanEck explicitly wants to avoid. The framework positions BNB's adoption metrics as evidence of product-market fit rather than speculative anticipation of future fit.The "revenue chain" framework: $160 million annuallyPerhaps the most significant element of VanEck's thesis is its emphasis on blockchain revenue as an investment metric — a framing that treats blockchains less like technology platforms and more like businesses with measurable income statements.DaCruz said BNB generates approximately $160 million in annual revenue, placing it alongside Hyperliquid as one of what VanEck calls "revenue chains" — networks generating tangible economic value rather than purely token-price-driven market capitalization. This framing represents a maturation in how institutional investors are evaluating blockchain assets: moving from "what can this technology eventually do" toward "what economic activity is this network generating right now, and how does that translate to value accrual for token holders."DaCruz noted that financial advisors are becoming progressively less interested in technical distinctions between competing blockchain architectures and more focused on sustainable business models — a shift that mirrors how equity analysts evaluate traditional companies based on revenue and cash flow rather than underlying technology stack.The staking roadmap: yield as the next value driverVanEck's prospectus for VBNB contemplates incorporating staking once regulatory and operational conditions allow — a development path that mirrors VanEck's own approach with its Avalanche ETF (VAVX), which launched with potential staking-based yield as part of its value proposition.DaCruz framed staking as serving a dual purpose: providing investors with yield while simultaneously helping secure the proof-of-stake network through increased validator participation. This dual-benefit framing — yield generation that also strengthens network security — has become a recurring theme in institutional crypto product design throughout 2026, echoed in Standard Chartered's Geoffrey Kendrick's argument that Ethereum's staking-capable treasury companies hold a structural advantage over Bitcoin's yield-free treasury model.The broader implication: active strategies in a crowded ETF marketDaCruz expects financial advisors to increasingly rely on active crypto investment strategies as the number of available crypto ETFs continues to expand. With Bitcoin, Ethereum, Solana, XRP, Avalanche, Hyperliquid, and now BNB all available as US spot ETF products — and BlackRock's covered-call BITA fund expected to launch around June 18 — the crypto ETF landscape has moved well beyond simple binary exposure decisions.In that more crowded landscape, VanEck's bet is that differentiated product narratives — built around concrete usage and revenue metrics rather than broad "exposure to crypto" positioning — will become increasingly important for advisors making allocation decisions among an expanding menu of options. Whether BNB's adoption and revenue metrics translate into meaningful VBNB inflows beyond its current $2 million remains an open question, but VanEck's framework represents one of the more concrete attempts yet to articulate why a specific altcoin deserves institutional capital beyond Bitcoin and Ethereum.

「金色週刊」は、金色財経が提供するブロックチェーン業界の週間まとめコーナーであり、その内容は、その週の主要ニュース、相場・先物データ、マイニング関連情報、プロジェクトの動向、技術の進展など、業界の最新動向を網羅しています。

レバレッジの上昇と減価償却の遅れが相まって、リスクが貸借対照表の外から信用システムへと波及している。

SpaceX、米国株、xStocksにおけるSpaceXのIPO割当が大幅に削減されたのは、仮想通貨業界を軽視しているからではない。金色財経によると、主要引受団が割当を急遽変更したのは今回が初めてではない。

世界最大規模のIPOの初日、暗号資産プラットフォーム各社では割り当てに関するトラブルが発生した。

予測、Polymarket、相場、仮想通貨の個人投資家はSpaceXに「ドタキャン」された？ 金色財経、過去24時間で、X上のインフルエンサーたちは何を話題にしていたのか？

契約書の公開停止は、単なる文書への注記作業ではなく、不可欠なセキュリティ管理のプロセスである。

Anthropicの最新モデル「Fable 5」と「Mythos 5」が再び物議を醸している。

20年以上の待ち時間を経て、マスクはついにSpaceXを株式市場に上場させた。

xStocksの上流引受会社が小売向け割当枠を大幅に縮小されたため、各参加プラットフォームに対してSpaceXの原株を全額引き渡すことが不可能となり、BybitやBinanceなど提携する複数の取引所は直ちに、決済を完了できず、一括返金を行うしかないと発表した。

金色財経は、仮想通貨・ブロックチェーン業界の朝刊『金色朝8時』第3088号を発行し、デジタル通貨およびブロックチェーン業界の最新ニュースをお届けします。