1⃣ Easing tensions between the US and Iran, coupled with market bets that the Federal Reserve will not become more hawkish this week, sent BTC back above $65,000 and briefly broke through $67,000, while ETH rose to around $1,800. Nearly $600 million in liquidations occurred across the entire network in the past 24 hours.
2⃣ Sentiment in Altcoin has clearly rebounded, with JTO surging over 50% in 24 hours, ZEC rising over 24%, and other highly volatile cryptocurrencies such as XLM and ZRO also strengthening, indicating a renewed shift in market risk appetite towards smaller coins.
3⃣ CME's "FedWatch" shows a 98.5% probability of keeping interest rates unchanged in June and a 91.3% probability in July. The rebound in risk assets is still driven by the trading logic of "not turning hawkish for now".
4⃣ US Bitcoin spot ETFs saw a net inflow of 1,000 BTC, approximately $66.61 million, while Ethereum ETFs experienced a net outflow of 5,316 ETH, indicating a continued divergence in institutional investors' preferences for BTC and ETH.
5⃣ Bitcoin mining company MARA purchased 1,000 BTC from FalconX, worth approximately $66.7 million. Publicly listed companies are still using real money to increase their Bitcoin holdings.
6⃣ Asset management giant T. Rowe Price's actively managed crypto ETF has been approved by the SEC, with plans to include up to 15 crypto assets, as traditional asset managers continue to productize a broader range of crypto exposures.
7⃣ BitMine added another 76,881 ETH last week, bringing its total holdings to approximately 5.62 million ETH, representing 4.66% of the total ETH supply. Institutional Ethereum concentration continues to rise.
8⃣ US restrictions on overseas access to Anthropic's latest model have sparked concerns about supply disruptions in Europe. Executives from companies like Nvidia and Adobe have urged the White House to ease restrictions, and the impact of AI regulation is beginning to spill over into new variables affecting technology and risk assets.
