Strategy는 세계 최대의 상장 기업 비트코인 보유자이자, 한때 비트코인의 현상급 상승 선순환을 주도했던 주체였으나, 현재는 죽음의 선순환에 접어들 조짐을 보이고 있다.

Kalshi is in early planning for a potential initial public offering but does not expect to pursue it in 2026, CEO Tarek Mansour said in an interview. According to Foresight News, CNBC monitoring reported Mansour’s comments on the prediction market platform’s IPO considerations. Mansour said discussions about entering public markets are important for the company at its current stage of growth. He also said the company is taking steps to curb insider trading, emphasizing the importance of maintaining market integrity.

On Jun 24, 2026, 14:20 PM(UTC). According to Binance Market Data, Bitcoin has dropped below 61,000 USDT and is now trading at 60,968.050781 USDT, with a narrowed 2.95% decrease in 24 hours.

WTI fell below $70 a barrel as more tankers crossed the Strait of Hormuz and signs of progress in US-Iran peace talks eased concerns about an immediate supply crunch, according to Bloomberg.

TDC NET A/S won $12 million in compensation from the Danish state after a court ruled that an order forcing the company to drop Huawei Technologies Co. equipment amounted to expropriation, according to Bloomberg.

Japan plans to improve how it manages its $1.3 trillion in foreign exchange reserves, according to a draft of the country’s growth strategy report. According to Jin10, the draft indicates the government intends to strengthen the management of these reserves.

David Eng said Bitcoin is about 20% undervalued, putting its fair value near $76,400. According to NS3.AI, analyst Rekt Capital also projected that the current bear market is approximately 71% complete. The comments present valuation and market-cycle estimates for Bitcoin, with Eng focusing on a fair-value level and Rekt Capital offering a percentage-based view of how far the bear market has progressed.

Litecoin (LTC) may be nearing a cyclical bottom and could outperform the broader crypto market ahead of its fourth reward halving around July 27, 2027, according to CoinDesk, citing a historical pattern of LTC bottoming 6-12 months before prior halvings. LTC bottomed near $40 in late June 2022, rallied to about $114 by July 2023, then slipped toward $80 into the Aug. 2, 2023 halving; it also rose more than 40% in November 2022 during FTX’s collapse. Separately, LitVM has processed over 63 million transactions since an April testnet launch, with total wallets above 4.4 million.

Standard Chartered said tokenized assets moving into decentralized finance (DeFi) could drive deposits into Aave and support the protocol’s efforts to rebuild its position as a dominant onchain lending platform. According to Cointelegraph, the bank linked the potential shift of tokenized assets into DeFi with increased deposit activity on Aave, suggesting that such flows could strengthen the protocol’s standing in onchain lending markets. The remarks frame tokenization as a possible catalyst for renewed growth in DeFi lending, with Aave positioned as a key venue for deposits if more real-world and other tokenized assets begin interacting with decentralized protocols. Standard Chartered’s comments focused on the relationship between tokenized assets and DeFi adoption, emphasizing that greater participation by tokenized assets could translate into higher deposits for Aave. The bank said this dynamic could help Aave rebuild its position as a leading onchain lending platform, implying that deposit growth would be an important factor in restoring dominance. The statement did not provide specific figures, timelines, or additional details beyond the expectation that tokenized assets moving into DeFi could contribute to deposit inflows and improve Aave’s competitive position in decentralized lending.

SoftBank CEO Masayoshi Son said that if Tokyo Electric Power Company joins the group, an artificial intelligence data center would be built in Japan. According to Jin10, Son made the remarks while discussing the potential involvement of Tokyo Electric Power Company in the group.

Bitcoin fell toward $62,000 on Wednesday as a second consecutive day of heavy selling in semiconductor stocks kept pressure on risk assets globally — extending what has become the broadest and most sustained institutional exit from the asset since spot ETFs launched in January 2024.The Selloff: Five Percent Down on the Week, Everything RedBitcoin traded around $62,546 — down 2.1% over 24 hours and 4.9% on the week — sliding back toward the lower end of the range it has held all month. The selling was steep across the board. Ether dropped 3.7% to $1,661 for a 7.2% weekly loss. XRP fell 2.2% to $1.10, down 9.3% on the week. Solana lost 3.3% to $69. Dogecoin slid 9.8% over seven days. Hyperliquid's HYPE was the worst performer — down 8.8% on the day and 18.6% on the week to approximately $61, giving back a significant portion of its extraordinary 143% year-to-date gain. Tron was the rare outlier, up 3.7% on the week.The Driver: Semiconductor Stocks in FreefallThe pressure came from the same source as Tuesday. The Philadelphia Semiconductor Index fell 7.9% — with all 30 members declining — as Micron, Marvell, and On Semiconductor, each of which had more than doubled in 2026, led the drop. The selloff pulled the S&P 500 down 1.4% and the Nasdaq 100 down 3.3%. An attempted rebound in Asian chip stocks failed to hold Wednesday, with Taiwan Semiconductor falling more than 3%.The semiconductor selloff is not a narrow sector rotation — it is a fundamental reassessment of whether AI spending will generate the returns needed to justify the extraordinary valuations that have been assigned to the companies building AI infrastructure. Micron's earnings Wednesday evening will be the week's most direct test of that question: the company is expected to report $19.72 per share on $34.5 billion in revenue, and its guidance on high-bandwidth memory demand will be read as a real-time signal of AI capex health.The Offsetting Force: Oil Keeps FallingThe other half of the macro picture continues to move constructively. Brent crude slipped approximately 1% toward $76 per barrel as tanker traffic through the Strait of Hormuz became more visible following the US-Iran interim peace deal — concrete evidence that the Hormuz reopening is translating into actual oil flow normalization rather than remaining a headline without physical market impact. The dollar climbed to a seven-month high as investors moved toward safer assets, consistent with the risk-off FX configuration that has been building all week.The Record That Matters: $6 Billion in 30-Day ETF OutflowsThe crypto-specific signal sits in the fund flows. US spot Bitcoin ETFs have now seen a record 30-day net outflow of more than $6 billion — the largest since the products launched in January 2024 — which tx co-founder Mike McCluskey described as "sustained institutional de-risking by the same buyers that drove this cycle." Until those flows clearly reverse, McCluskey said, relief rallies are likely to hit a hard ceiling. The same institutional capital that created the demand flywheel driving Bitcoin from $40,000 to $126,000 is now the primary source of selling pressure.McCluskey described Bitcoin's stabilization in the low-to-mid $60,000s as a measured response to the Fed's hawkish turn — noting that given how hard such monetary shifts usually hit digital assets, the relative floor-holding has been more resilient than historical precedent would predict. That resilience is consistent with the structural accumulation signals that have been building throughout June — Glassnode's Accumulation Trend Score at 1.0 for weeks, 79% of supply in long-term holder hands, and 259,000 BTC net accumulated between $59,000 and $67,000 — but resilience in accumulation does not override the absence of institutional buying.Friday's $10.6 Billion Options ExpiryMcCluskey flagged Friday's Deribit options expiry as an additional variable, with approximately $10.6 billion in notional value set to expire at month-end. Nearly 80% of the open positions are currently out-of-the-money — worthless if they expire at current prices — clustered around a $60,000 put and an $80,000 call.The $60,000 put concentration makes that level less a price magnet and more a gauge of how stretched positioning has become on the downside. The fact that 80% of positions are already out-of-the-money removes some of the mechanical pressure that would otherwise accompany a concentrated options expiry — there are fewer delta-hedging flows needed from market makers when most contracts are already worthless. But the $60,000 level itself remains a real technical and psychological line that has already been tested once this month and will be watched closely as Friday's expiry approaches.The Macro Equilibrium: Pinned Between AI and IranBitcoin sits exactly where it has been all week — pinned between a sinking AI trade and an easing oil picture, holding above the $60,000 floor that has defined June but with limited upside catalysts while the institutional bid stays absent. Thursday's core PCE release is the last major scheduled catalyst before Friday's options expiry and month-end close. A soft reading could provide the macro relief that allows the accumulation signals to translate into price recovery. A hot print would validate the hawkish dot plot and bring the $59,000 Wintermute support level into active focus.

약 100명의 가톨릭 지도자와 4개의 미국 법 집행 기관이 ‘CLARITY 법안’의 핵심 조항에 반대하며, 이 조항이 인신매매 및 암호화폐 범죄 근절 노력을 약화시킬 수 있다고 경고했다. 거세지는 반발로 인해 상원 표결을 앞두고 해당 법안에 대한 압박이 가중되고 있다.

MoonPay는 암호화폐 결제 영역을 넘어 백오피스 재무 업무를 자동화하기 위해 AI 회계 스타트업 Entendre를 인수했다.

뉴욕의 한 남성이 가짜 텔레그램 계정을 이용해 암호화폐 사기로 140만 달러 이상을 가로챈 혐의로 15개월의 징역형을 선고받았다. 그는 스테이킹 보상을 약속했으나 실제로는 자금을 투자하지 않았으며, 당국은 피해 금액의 대부분을 회수했다.

사기꾼들이 가짜 GTA 6 웹사이트를 이용해 게이머들을 속여, 실제로 존재하지 않는 얼리 액세스 다운로드 명목으로 암호화폐를 송금하도록 유도하고 있습니다. 이 사이트들은 공식 스토어를 모방해 약 250달러를 청구하며, 피해자들이 돈을 돌려받을 방법을 전혀 남기지 않습니다.

수요일 공개된 개정된 회원 약관에 따르면, 예측 시장 플랫폼 칼시(Kalshi)는 제한 대상 관할 구역 목록에 인도를 추가함으로써 차단 지역 수를 총 55곳으로 확대했다.

바이낸스 공동 창업자 이허(Yi He)가 사칭범에 대해 경고한 사건이 암호화폐 파생상품 거래소 코인업(CoinUp)을 둘러싼 더 큰 논란으로 번지면서, 평판 전쟁이 업계 전반으로 얼마나 빠르게 확산될 수 있는지를 여실히 보여주었다.

구글은 전직 직원들이 창업한 기업을 포함한 AI 스타트업들을 대상으로, 지분을 요구하지 않는 조건으로 최대 35만 달러 상당의 클라우드 크레딧, 기술 자문 및 자사 인프라 이용 권한을 제공하고 있다.

뉴욕의 한 변호사가, 비트코인의 가명 창시자 사토시 나카모토와 관련된 코인을 포함해 약 380만 비트코인의 법적 소유권을 주장하는 이례적인 사건에서, 익명의 원고가 신원을 공개하도록 주 법원 판사에게 압박하고 있다.

한국은 ‘프로젝트 한강’ 디지털 화폐를 시범 운영 단계에서 벗어나 정부 차원의 활용을 포함한 실제 은행 및 결제 시스템으로 확대하고 있다. 은행들은 이 계획을 지지하고 있으나, 비용이 많이 들고 대규모 시스템 업그레이드가 필요할 것이라고 경고하고 있다.