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Nansen CEO Alex Svanevik posted on platform X that, in hindsight, if Binance founder CZ had completed the acquisition of FTX back then, the potential asset structure could have changed significantly, possibly indirectly holding about 8% exposure in Anthropic, about 5% exposure in the AI programming tool Cursor, and some investment rights related to SpaceX.It is reported that CZ disclosed the intention to acquire in November 2022, but announced the abandonment due to issues discovered during due diligence that were beyond control, after which FTX filed for bankruptcy protection.

Oman has officially launched a national-level Bitcoin mining pool and requires all licensed cryptocurrency miners within the country to connect to this unified mining pool for operation. It is reported that the project is led by the Ministry of Transport, Communications and Information Technology of Oman, and the initial target computing power scale of the mining pool is approximately 10 EH/s.

According to monitoring by Catcher Predict, in the event "Trump's Response to Iran's Demands" on the prediction market Polymarket, the probability of the "Yes" option in the sub-market "Withdrawal" has experienced significant fluctuations, dropping from 70% an hour ago to the current 54.5% (a fluctuation of 15.5%). Please note the impact of related breaking news.

Jiang Zhuoer stated that MicroStrategy (MSTR) currently holds approximately $55 billion in Bitcoin assets, corresponding to an annual dividend expenditure of about $1.7 billion for its STRC preferred shares, which theoretically could cover about 32 years of dividend needs by selling BTC. STRC is a preferred stock rather than a debt instrument, so there is no traditional pressure for mandatory repayment. From a financial structure perspective, MSTR does not face "forced liquidation-style leverage risk" or short-term repayment crises.However, the related statements reflect that market concerns about its long-term cash flow and the volatility of crypto assets are rising. Currently, STRC has shown significant discount fluctuations, and its refinancing ability is limited. In addition, MSTR has recently relied more on methods such as issuing common stock to increase its BTC holdings (which may dilute the per-share Bitcoin amount when mNAV is below 1), and this strategy is difficult to sustain in the long term.Jiang Zhuoer indicated that even if the actual scale of MSTR selling BTC to pay dividends is relatively small compared to the entire market, its symbolic significance may be more important, potentially putting pressure on market confidence and causing investors to reassess the possibility of "long-term passive selling of coins." The market's understanding of this structure is not consistent, and this cognitive difference itself may become an important factor influencing expectations and sentiment.

Trader Ansem posted that Warsh and the hawkish FOMC may put pressure on risk assets, expecting that risk assets will generally decline, while BTC has shown relative weakness compared to most assets. He believes that BTC's failure to break through the weekly resistance across multiple time frames may lead to another test of the range's low point.

The Block reporter Gareth Jenkinson posted on X platform that reliable sources revealed that European Central Bank President Christine Lagarde directly ordered Greece to reject Binance's MiCA license application. The news states that Binance had previously almost obtained approval from Greek regulators, but was obstructed after the European Central Bank intervened. Jenkinson indicated that if the European Central Bank ultimately controls such decisions, it would not be good news for the crypto industry.In addition, according to Cryptopolitan, Binance is now turning to France as the only remaining avenue to obtain MiCA authorization, but has not yet formally submitted an application.

According to a report by Reuters, the Italian fintech company Conio has obtained a European Union cryptocurrency asset service provider license, allowing it to provide custody, transfer, and distribution services for digital assets under the MiCAR framework. The license was granted after a review by the Italian market regulator Consob and the Bank of Italy.

According to Jinshi reports, the Federal Reserve has maintained the benchmark interest rate at 3.5%-3.75% for the fourth consecutive meeting, in line with market expectations.

According to monitoring by Catcher Predict, in the event "Trump's Response to Iran's Demands" on the prediction market Polymarket, the "Yes" option in the sub-market "Strait of Hormuz Transit Fee" experienced a dramatic fluctuation in win probability, soaring from 10.1% an hour ago to the current 29.55% (a fluctuation of 19.45%). Please note the impact of related breaking news.

Grayscale Research's latest report shows that Aave, as the leading protocol in the DeFi lending space, currently has a reasonable valuation range for the AAVE token of $80 to $100.The report points out that Aave's protocol revenue is expected to grow more than 6.6 times from 2023 to 2025, with an operating profit margin of about 50%, and there is still room for further improvement as the scale expands. The Aave DAO treasury has reached a maximum of $360 million, providing ample capital for the protocol's development.Grayscale believes that the current price of AAVE at around $75 implies an annualized growth rate of about 9% over the next 10 years, which is a relatively conservative expectation. If Aave can achieve an annualized growth rate of 25%, the corresponding price could reach $227; if it reaches 35%, it could reach $444.However, the report also emphasizes that Aave's future performance will still depend on the competitive landscape of DeFi lending, regulatory clarity, and the advancement of stablecoin and RWA tokenization businesses.

Crypto KOL Ansem posted that Bitcoin is currently at a quite critical position, re-testing the key weekly resistance level of approximately $65,000 to $66,000 within this round of range. He will not go long on BTC at this position, as he believes there are better long opportunities in the market. However, if BTC closes above this range, it may re-test $72,000, which he leans towards as the scenario. If he is wrong and BTC drops below $63,800 and shows weak performance, the short-term trend will turn bearish, potentially re-testing $60,000. If this situation occurs, he will consider going short and set the stop loss above the previous short-term consolidation range. In addition, Ansem stated that the FOMC minutes released today at 2:30 may affect market direction.

Crypto KOL Ansem posted on platform X, stating that the market may significantly underestimate the upward elasticity brought by the supply-demand mismatch of SpaceX's circulating stock, and believes that the current consensus bearish sentiment may lead to more short squeezes. SpaceX has now become the top stock ranked by both trading volume and options trading, but the market has a shortsighted understanding of its business progress in diversification (including AI and other verticals), overly focusing on current revenue performance. This structural cognitive bias may drive the company to challenge the global market value ranking by the end of this year.However, Ansem cautioned investors that the share lock-up period for SpaceX in August may become a phase "local top" triggering factor.

According to Bloomberg, the crypto-friendly digital bank Revolut announced that it has obtained the relevant license approval from the Central Bank of the UAE, and will use this as a starting point to advance its business expansion in the Middle East.

According to The Block, the High Court of Australia unanimously ruled that the fixed income digital asset product Earner launched by Block Earner is classified as a regulated financial product, and providing this product requires holding an Australian financial services license. The court supported the appeal of the Australian Securities and Investments Commission (ASIC) and overturned the previous ruling by the lower court that was more favorable to Block Earner.

CryptoQuant analyst IT Tech analysis states that the selling pressure of altcoins on spot exchanges has reached extreme levels not seen in five years, with the spot market experiencing net selling for 15 consecutive months. The cumulative trading volume of altcoins, excluding BTC and ETH, has recorded the lowest negative value since data tracking began in 2020; this indicator was close to neutral in early 2025, but then turned significantly negative again and has continued to decline since.

According to the disclosure on the website of the China Securities Regulatory Commission, the IPO counseling status of Beijing Zhipu Huazhang Technology Co., Ltd. on the Sci-Tech Innovation Board has changed to "Counseling Acceptance," with the counseling brokerage being Guotai Junan Securities.

According to SoSoValue data, the cryptocurrency market sector shows mixed performance, with the DeFi sector performing exceptionally well, rising 7.29% in 24 hours. Among them, LAB (LAB) increased by 37.97%, Block Street (BSB) and Uniswap (UNI) rose by 31.18% and 10.72% respectively, and Hyperliquid (HYPE) increased by 10.38%, briefly breaking through $76 during the day, setting a new historical high.Other standout sectors include: the AI sector rose 4.42% in 24 hours, with Worldcoin (WLD) increasing by 19.58%; the RWA sector rose 2.16%, with Centrifuge (CFG) increasing by 11.21%; the Meme sector rose 1.26%, with SPX6900 (SPX) increasing by 16.72%.In other sectors, the Layer2 sector fell by 0.13%, but Celestia (TIA) rose by 9.74%; the Layer1 sector fell by 0.18%, with Cosmos Hub (ATOM) remaining relatively strong, rising by 3.43%; the PayFi sector fell by 0.64%, while Stellar (XLM) rose against the trend by 4.88%; the CeFi sector fell by 1.43%, with Aster (ASTER) increasing by 2.80% during the day; the NFT sector has fallen for three consecutive days, with a 24-hour decline of 20.83%, within which Audiera (BEAT) fell by 44.03%.The cryptocurrency sector indices reflecting historical market trends show that the ssiDeFi and ssiMeme indices rose by 6.35% and 1.24% respectively, while the ssiSocialFi index fell by 3.76%.

According to monitoring by Catcher Predict, in the event "Trump's Response to Iran's Demands" on the prediction market Polymarket, the "Yes" option in the sub-market "Withdrawal" has experienced a dramatic fluctuation in winning probability, soaring from 56.5% an hour ago to the current 75.5% (a fluctuation of 19%). Please note the impact of related breaking news.

Binance responded on platform X regarding the news related to the EU license, stating that the company remains committed to serving European users and will continue to operate in accordance with applicable laws. Binance indicated that as the MiCA transition period is about to end, the company is adopting a user-prioritized cautious strategy to minimize the impact of business adjustments, and will disclose subsequent arrangements and options to users after obtaining more information, with plans to release further updates by June 30, 2026.In addition, Binance stated that it has maintained constructive communication with regulators over the past 18 months and has actively participated in the MiCA approval process. According to its understanding, the Greek regulatory authority has completed its review of the relevant application and believes it meets MiCA requirements, and the application has also been accepted for review at the European Securities and Markets Authority (ESMA) level. Binance also mentioned that any delays or deviations in the MiCA authorization process could undermine market liquidity, competition, and user choice, and push some activities outside the EU. The company will continue to seek a compliant operational path under the MiCA framework and will keep users informed of progress.

According to two informed sources, Binance's license application submitted in Greece is expected to be rejected by regulators, which may result in the loss of its eligibility to provide services to customers across the European Union. Reports indicate that if the license application is ultimately denied, Binance's compliance strategy in the EU market will face significant challenges. However, as of now, the relevant decision has not been officially announced.