News linked to both this project and an event.
According to Fortune, DeFi asset management and risk analysis company Gauntlet completed a $125 million financing round, exclusively invested by Japanese financial group SBI Holdings. The financing was completed in June this year, and the specific valuation was not disclosed. This is Gauntlet's largest financing round since its establishment in 2018, far exceeding its $24 million Series B round in 2022 led by Ribbit Capital at a $1 billion valuation. Gauntlet was founded by former Wall Street quantitative trader Tarun Chitra. It initially focused on providing stress testing and vulnerability analysis services for DeFi protocols. Later, as the DAO governance model waned, it gradually transitioned to a "treasury curation" business—assessing yield strategy risks through quantitative analysis to help institutional investors manage digital asset allocation. Currently, its clients include asset management giant Apollo, Coinbase, and stablecoin issuer Circle.
According to Odaily, driven by the hype surrounding SpaceX’s initial public offering (IPO), the tokenized stock market hit a record high for trading activity in June, with on-chain transaction volume reaching $3.86 billion, a 145% increase from May. Among the trades, tokenized SpaceX stocks accounted for $1.19 billion, representing approximately 31% of the total tokenized stock volume in June. The SPCX token launched by Backpack Securities became the most actively traded tokenized SpaceX stock product, with a single-month on-chain trading volume of $1.08 billion.Data indicates that this growth surge was primarily fueled by demand for SpaceX-related assets. Previously, SpaceX completed a $75 billion IPO, marking the largest IPO in history, and the company is valued at approximately $1.8 trillion on a fully diluted basis. Traditional popular assets such as Nvidia, Tesla, the S&P 500 ETF (SPY), and the Nasdaq 100 ETF (QQQ) remained actively traded, but none matched the market heat of tokenized SpaceX stocks. Additionally, the total market capitalization of the tokenized stock market rose to $1.53 billion in June, up 6.64% from the previous month, marking the 15th consecutive month of growth. (CoinDesk)
as the 25-day quiet period following SpaceX's (SPCX) June IPO comes to an end, Wall Street analysts have begun releasing formal research reports. Multiple major brokerages have issued favorable ratings, indicating institutional investors remain optimistic about the company's long-term growth potential.As IPO underwriters, both Goldman Sachs and Morgan Stanley have assigned buy-equivalent ratings to SpaceX. Goldman Sachs analyst Eric Sheridan set a price target of $205, while Morgan Stanley analyst Adam Jonas gave a target of $300. Additionally, institutions such as Bank of America, Citigroup, Deutsche Bank, JPMorgan, and UBS have also initiated coverage with buy or equivalent ratings. Among them, Raymond James Financial provided the most optimistic forecast; analyst Brian Gesuale initiated coverage of SpaceX with a "Strong Buy" rating and a price target as high as $800, believing SpaceX will become "one of the most representative industrial infrastructure companies of the 21st century."Analysis suggests that market optimism towards SpaceX is primarily based on its布局 (layout/foundation) in areas such as rocket launches, Starlink satellite internet, and government contracts. At the same time, the company's communications business can provide a sustainable source of revenue and support future expansion of launch scale.As of March 31, 2026, SpaceX holds 18,712 Bitcoins. Wall Street believes that the concentrated coverage following the end of the IPO quiet period provides a window for institutional investors to conduct their first systematic assessment of SpaceX's valuation. The fact that nearly all major institutions simultaneously issued positive ratings is relatively rare for large-scale IPOs. (CoinDesk)
According to French media Nice-Matin, the French Var Department Gendarmerie, after a one-year investigation, arrested a mother and son at a rented villa in Cavalaire-sur-Mer on June 25. The pair, under the pretext of a "house sale security deposit," induced a wealthy couple from La Môle to deposit 1.5 million euros worth of crypto assets into a designated account, subsequently using a micro camera hidden in glasses to secretly obtain the account private keys during a meeting in Milan and transferring all the funds away. This method constitutes a typical "fake sale" (Rip Deal) fraud. Both suspects have prior records and refuse to admit guilt; they are currently under judicial control, and three properties under their names located on the Côte d'Azur (valued at approximately 1.9 million euros) have been judicially seized. The case will be heard at the Draguignan Criminal Court on September 1, with charges of organized fraud and unexplained asset sources.
According to TechFlow Research, Goldman Sachs' June 30 AI Project Pulse Monthly Report shows that 7 major transactions tracked in June totaled nearly $7 billion. Argentum AI signed a $4.1 billion contract to deploy 27,000 GB300 GPUs for a leading AI company, supported by a 300MW Poland data center, going online in phases in 2026; India's Yotta Sovereign Cloud procured $2 billion worth of 20,736 B300s and 5,120 B200s, subsequently expanding to six Southeast Asian countries. Crypto mining farm AiOnX acquired 77% equity of Genesis Digital Assets for $500 million, converting 1.3GW of power from 15 mining farms to AI computing power. CoreWeave and Dell built the world's first fully validated Vera Rubin NVL72 rack, with 72 Rubin GPUs plus 36 Vera CPUs; NVDA confirmed mass production in the second half of 2026. SMCI raised $7 billion to address approximately $39 billion in backlog orders, covering more than 20 clients, with funds used to lock in upstream components in advance. Goldman Sachs simultaneously raised its global server market size forecast.
according to on-chain analyst Ai Yi's monitoring, on June 29, SHAZ announced the completion of a $1.6 billion financing to support a six-year strategic partnership with NVIDIA; 11 hours ago, Leopold Aschenbrenner's fund disclosed a new 19.9% stake in SHAZ. The former saw a gain of 1.45%, while the latter climbed 14% after-hours. The SEC requires funds to submit public reports when their holdings exceed 5%.
According to the 8-K filing submitted by Strategy to the U.S. SEC, it did not purchase bitcoin from June 22 to 28, 2026. As of June 28, the company cumulatively held 847,363 bitcoins, with a total cost of approximately $64.1 billion and an average holding price of approximately $75,651. During the same period, the company sold MSTR common stock through the ATM program, net raising approximately $1.152 billion.
According to market sources: Bitcoin treasury company Strategy has announced a new capital framework, including a $1 billion digital credit security repurchase plan to optimize its capital structure. Meanwhile, the company's board of directors has approved a Bitcoin monetization plan, aiming to raise up to $1.25 billion through related operations to bolster its dollar reserves. As of June 28, Strategy's dollar reserves stood at approximately $2.55 billion. It is reported that the new capital arrangements are designed to enhance liquidity management capabilities and improve the overall flexibility and risk resilience of the balance sheet.
According to data shared by Michael Saylor, as of June 28, 2026, Strategy holds 847,363 Bitcoin worth approximately $50.9 billion, with an average purchase price of $75,653 per coin from 113 buys.The StrategyTracker chart shows that Strategy has been continuously accumulating Bitcoin from 2024 to 2025, with Saylor also indicating an intention to continue buying. Strategy's stock price has declined recently, drawing market attention to its financing model and dividend obligations; Ripple CEO Brad Garlinghouse has criticized this, while its dollar reserves are reportedly sufficient to cover approximately 10 months of dividend payments. (CoinDesk)
As of the close on June 26, Strategy’s official mNAV declined to 0.99, indicating that the market’s overall valuation of the company has fallen below the market value of its held Bitcoin. Meanwhile, the perpetual preferred stock STRC trades at approximately a 25% discount to its $100 liquidation value.
the business combination between Securitize and SPAC Cantor Equity Partners II (NASDAQ: CEPT) is expected to raise approximately $400 million (including PIPE, before deducting related expenses). Upon completion of the merger, the new company will be renamed Securitize Corp., and its common stock is planned to begin trading on the New York Stock Exchange under the ticker "SECZ" starting July 2. The CEPT shareholder meeting is scheduled to vote on the transaction on June 29, with the current redemption rate below 30%. Securitize claims to have obtained regulatory licenses related to digital securities infrastructure in both the United States and the European Union, managing over $4 billion in on-chain real-world assets. (PR Newswire)
Odaily Odaily, Nasdaq-listed Ethereum treasury company Sharplink announced it has signed a securities purchase agreement to sell 10,013,400 common shares and corresponding warrants for 10,013,400 common shares, raising a total of approximately $75 million. The funds will be used for working capital, continuing to accumulate ETH assets, and repurchasing company shares under the stock buyback program.Sharplink also disclosed that as of June 16, the company held a total of 875,776 ETH. (B2i)
According to iGB, the Curacao Gaming Authority (CGA) has officially released its Cryptocurrency Policy Guidelines for B2C online gambling licensees, requiring all group entities involved in cryptocurrency transactions to comply with global Anti-Money Laundering/Countering the Financing of Terrorism (AML/CFT) frameworks, with a phased implementation deadline extended to mid-2027. Key requirements include: licensees may only accept cryptocurrencies for gambling purposes and must not act as exchanges, custodians, or Virtual Asset Service Providers (VASPs); mandatory deployment of blockchain analytics capabilities for wallet risk scoring and transaction monitoring; preference for fiat-backed stablecoins, while privacy coins, meme coins, and wrapped tokens with unclear provenance must be assessed or excluded; player, operational, and treasury wallets must be strictly segregated, with personal or UBO-associated wallets prohibited; funds linked to mixers, tumblers, or sanctioned addresses are strictly prohibited. Regarding the compliance timeline, operators must submit their cryptocurrency compliance policy to the CGA within three months, complete risk assessments and staff training within six months, and achieve full compliance—including wallet segregation, on-chain analytics deployment, and audit log maintenance—within 12 months (i.e., by June 2027). The CGA also reserves the right to require accelerated compliance in the event of material risk.
According to PYMNTS, on June 22, the U.S. Office of the Comptroller of the Currency (OCC) issued a proposed rulemaking requiring payment stablecoin issuers (PPSIs) under its supervision to comply with provisions of the Bank Secrecy Act (BSA) and the GENIUS Act, and mandating that they implement anti-money laundering/combating the financing of terrorism (AML/CFT) programs, sanctions programs, and reporting requirements administered by the Financial Crimes Enforcement Network (FinCEN) and the Office of Foreign Assets Control (OFAC). The rule would also establish an OCC supervisory and enforcement framework for PPSIs’ AML/CFT obligations and clarify coordination mechanisms between the OCC and FinCEN in enforcement actions. Previously, the OCC had jointly sought public comment with the Federal Reserve, the Federal Deposit Insurance Corporation (FDIC), and the National Credit Union Administration (NCUA) regarding requirements for stablecoin issuers to establish customer identification programs.
Odaily Odaily News BIT (formerly Matrixport) has officially launched its Margin Trading feature and will open public beta on June 26. BIT is the first platform in the crypto industry to offer a margin function. Users can now submit margin applications through the official website or APP. BIT will review applications based on account status and risk management requirements and gradually open margin limits.In addition, features such as securities lending are also in preparation and will be gradually rolled out in accordance with regulatory requirements and product progress.During the public beta, BIT is simultaneously launching the "First Margin Borrow · Limited-Time Zero Interest" and "Interest Cashback Rewards" campaigns. Users who utilize margin for the first time during the event period will enjoy 0% interest on their first loan for 30 days, allowing users to experience the capital efficiency of leverage with zero interest.Elio Cui, Head of the Brokerage Business, stated: “BIT is the first to offer margin functionality, completing the client journey from account opening and trading to capital leverage. This allows BIT clients to enhance investment efficiency and gain early access to the world’s most wealth-generating assets without relying on bank cards or leaving the digital asset ecosystem.”BIT also reminds users that while margin trading improves capital efficiency, it also carries corresponding risks. Users should fully understand the margin rules and risk control mechanisms and participate prudently based on their own risk tolerance.
According to Yonhap News Agency, Lee Chan-jin, Governor of Korea’s Financial Supervisory Service (FSS), stated at a press briefing on June 22 that the launch of single-stock leveraged ETFs tracking Samsung Electronics and SK Hynix had yielded poor results and generated excessive side effects—causing him deep personal regret—and acknowledged that the policy had effectively failed. He pointed out that the extremely high trading turnover rates of these products enabled securities firms to collect massive commissions while delivering no substantive returns to investors; the highest turnover rate approached 200%, allowing securities firms to earn up to 10 trillion Korean won in transaction fees. Meanwhile, he expressed serious concern over the ongoing expansion of leveraged investment in the market and the extreme concentration of trading in semiconductor stocks, emphasizing that the FSS would consult with relevant policy authorities to introduce, in phases, safeguards targeting margin financing. Additionally, regarding Future Asset Securities’ zero-allocation policy for the SpaceX public stock offering, he remarked it was “difficult to understand.” The FSS has launched an on-site inspection of Korea Investment Trust Management Co., Ltd., and will conduct a compliance review of Samsung Asset Management Co., Ltd.
Bitcoin has dropped approximately 40% since Strategy launched its Bitcoin financing instrument, STRC, which has now fallen below its $100 issuance par value. This has sparked market debate over the sustainability of Michael Saylor’s Bitcoin “flywheel” model. Strategy currently holds over 846,000 BTC, but its purchase pace has notably slowed recently. Data shows that during the week ending June 8, the company added 1,550 BTC, worth approximately $101 million. The following week, ending June 15, it added another 1,587 BTC, valued at about $100 million. In contrast, during a single week in April 2026, the firm bought 34,164 BTC for $2.54 billion, indicating a significant decline in its recent capital deployment.Meanwhile, Strategy previously sold 32 BTC to meet dividend obligations. While minimal relative to its total holdings, the market views this as a sign that cash flow pressures could intensify if STRC’s funding efficiency declines. STRC was originally designed as a preferred stock instrument trading near its $100 par value, using dividend adjustments to attract investors and help Strategy raise capital for Bitcoin purchases. STRC has now fallen to historic lows, once dropping to $82.53 before closing at $88.59—roughly 13% below par value.Critics argue that STRC’s dip below par indicates mounting pressure on Strategy’s funding channels. Peter Schiff, a long-time Bitcoin critic, labeled STRC “a typical centralized Ponzi scheme,” claiming the model relies on continuous financing or Bitcoin sales to sustain itself. Crypto trader DonAlt also questioned STRC’s recent performance, describing its trading behavior as resembling a “Ponzi scheme.”However, some analysts believe STRC’s decline is more due to leverage liquidations than a fundamental deterioration of Strategy. STRC had long traded around $99 to $100, attracting leveraged traders. When the price broke below a key level, forced liquidations were triggered, exacerbating the drop.Analyst Scott Melker noted that STRC’s current yield has actually improved due to the discount. Since dividends are calculated based on the $100 liquidation preference, at an STRC price of $90, the 11.5% annualized dividend translates to an actual yield of about 12.8%. If the price falls to $85, the yield could exceed 13%.Strategy is expected to announce its next STRC dividend adjustment by June 30. The market is now focused on whether the STRC discount will persist and whether Strategy’s model of using capital market financing to continuously accumulate BTC can remain stable. (Cointelegraph)
According to CNBC, after listing on the Nasdaq at an approximate valuation of $2.6 trillion, SpaceX quickly became the world’s fifth-largest publicly traded company and entered a market-cap ranking race with Amazon. However, pricing in the options market suggests it may take considerable time for SpaceX to climb into the global top three—or even claim the No. 1 spot. Currently, SpaceX’s market capitalization remains significantly below that of third-place Alphabet and second-place Apple—both valued above $4.4 trillion. To overtake them and become the world’s second-largest company by market cap (just behind NVIDIA), SpaceX’s stock price would need to rise roughly 70% to $340 per share. Based on implied probability models derived from options-market pricing, the likelihood that SpaceX reaches this target price before July 2028 stands at approximately 50%. If the goal is to become the world’s largest company by market cap—surpassing NVIDIA—the options market assigns a roughly 38% probability of achieving this by June 2028, rising to about 41% by year-end 2028. Analysts note that options prices reflect the collective market expectation regarding future trajectories. Higher-strike options carry an elevated uncertainty premium, indicating that—even though SpaceX possesses a compelling long-term growth narrative—reaching the pinnacle of market capitalization is still viewed as a high-difficulty, long-duration endeavor.
Odaily Odaily News Rodney "Bitcoin Rodney" Burton, a resident of Miami, Florida, has pleaded guilty in federal court to participating in a cryptocurrency fraud scheme related to HyperFund, which involved approximately $1.8 billion.According to federal prosecutors in Maryland, Burton admitted to "conspiracy to operate an unlicensed money transmitting business." He participated in promoting this Ponzi-structured project between June 2020 and January 2022, profiting approximately $7.85 million.Law enforcement authorities indicated that HyperFund attracted investors with promises of high returns of "0.5% to 1% daily," but there was no actual cryptocurrency mining or sustainable source of revenue. The funds essentially came from new investors, representing a typical Ponzi scheme structure. The platform began restricting withdrawals in 2021.The U.S. Department of Justice stated that the project raised funds from investors worldwide and was used for promotion and fund transfers during its operation, constituting a large-scale跨境 wire fraud network.Burton faces a maximum of 5 years in federal prison, with sentencing scheduled for July 23. Law enforcement agencies stated that the case was jointly investigated by the IRS Criminal Investigation Division and Homeland Security Investigations. (U.S. Department of Justice)
Odaily Seer Channel monitoring shows that the probability on Polymarket for "Will Anthropic's valuation reach $1.1 trillion before June 30" has risen to 67%, up 30% in 24 hours.This event will be settled based on Anthropic's private market valuation data released by Nasdaq Private Market (NPM). If Anthropic's NPM Price reaches or exceeds the specified amount between the market creation and June 30, 2026, the event will be settled as "Yes"; otherwise, it will be settled as "No".Anthropic's latest funding round was completed on May 28, achieving a post-money valuation of $965 billion after its $65 billion Series H round, just one step away from common short-term thresholds like $1 trillion. With this prediction market set to settle on June 30, traders are monitoring secondary market liquidity and whether any new primary financing or tender offer activity could push its implied valuation higher within the remaining window. Recent estimates show Anthropic's annualized revenue run rate is approaching $47 billion, continuing to support investor demand. However, no new funding announcements have emerged since late May, and IPO preparations remain longer-term.Odaily Seer Channel continues to follow prediction markets, seeing changes before pricing.