📌 📌 📍 Q2/2026 is the worst quarter for the ICO/IDO market since 2020.
Total funds raised through IEO, ICO, and IDO in Q2 only reached $58M, a decrease of up to 85% compared to the previous quarter. The number of public sales also plummeted from 105 deals in Q1/2026 to 37 deals in Q2/2026, a decline of 65%.
The weakest signal appeared in May, when the entire market only recorded 13 token sales. This is the lowest level since December 2020, when only 4 deals were completed.
The most recent peak of public 📌 fundraising was Q1/2025, with nearly $849M raised through 429 deals. Since then

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emilyvuong

10h ago

🔥Claude Fable 5 and the new risks of DeFi
📌Anthropic has just launched Claude Fable 5. This is Anthropic's most powerful model, completely surpassing the rest of the market. Mythos's capabilities are so advanced that security companies are facing unprecedented cybersecurity risks.
📌Benchmark tests the agent-style coding task handling ability, with Fable 5 reaching 80.3%.
- Far surpassing the old model Opus 4.8 at 69.2%
- Currently, competitors GPT-5.5 at 58.6% and Gemini 3.1 Pro at 54.2% are left far behind
📌On FrontierCode Diamond, Fable 5 scores 29.3%: twice as high as Opus 4.8

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17h ago

🇨🇳China invests $295B to build data centers
Beijing plans to spend about 2,000 billion RMB — equivalent to $295 billion — to develop a nationwide data center network over the next five years.
According to the plan, China Telecom will operate most of the data center systems, ensuring connectivity on a national scale. About 80% of core technology will prioritize domestic suppliers, including Huawei, especially in AI chips and computing infrastructure.
This means China is trying to push Nvidia and AMD out of the domestic AI ecosystem. The plan is part of the “6 Networks” program, which i

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06-09 12:29

🔥@Strategy is exactly a Ponzi scheme, with all the risk ultimately landing on equity shareholders $MSTR
📌 The DAT model only works best when mNAV >1:
- When mNAV >1: Sell shares/issue preferred stock -> buy more BTC -> increase BTC per share.
- When mNAV <1: The shares are trading at a discount versus net asset value -> it needs to buy back shares, or sell assets to protect shareholders.
When the mNAV of the $MSTR stock gets close to 1, what $MSTR needs to do is sell BTC to buy back the shares, but Say Lỏ did the opposite.
Diluting common shareholders while the stock is already cheaper tha

BTC-0.36%

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06-08 10:03

🔥JPMorgan believes that Strategy may need to continue selling $BTC
Although only selling 32 BTC, equivalent to approximately 0.004% of the total $BTC held, Strategy still disappoints many investors. Saylor and Strategy have become symbols of the philosophy "never sell Bitcoin."
Therefore, Strategy selling such a small amount of $BTC has already shattered the community's ironclad trust, even the most steadfast #Bitcoin investors sell when facing financial pressure.
Strategy's cash reserves as of May 31st are about $900M, a sharp decrease from nearly $2B earlier due to spending approximately $1

BTC-0.36%

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06-08 09:40

🔴After a strong net sell in March, global central banks bought back a net 17 tons of gold in April.
China marked its 18th consecutive month of gold purchases.
Poland was the country with the strongest buying activity since the beginning of 2026.
Although the net purchase volume was not as explosive as in 2025 due to high gold prices, the accumulation trend has not yet stopped.

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06-07 12:58

🇻🇳Vietnam-style governance under General Secretary Tô Lâm
📌Vietnam has undergone a major overhaul of “streamlining the bureaucracy.” Streamlining is directly tied to administrative capacity, data-driven governance, decentralization, and real responsibility for implementation, with the ambition to shorten decision-making time.
During bác Trọng’s era, from 2011–2024, the focus of power was on restoring political discipline, rectifying the Party, fighting corruption, maintaining ideological foundations, and stabilizing the system. The biggest mark was the anti-corruption campaign to the ex

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06-07 02:27

📌 CEO Strategy Phong Le sold 93,738 $MSTR shares on June 5th, at an average price of approximately $118.73 per share (raising over $11.13M).
📌 However, this transaction occurred immediately after he was vested with 190,740 PSU on June 3rd. The sold amount is about 49% of the recently received shares.
📌 The filing states that the sale was executed according to the 10b5-1 plan established in May 2024 and was used to pay tax obligations arising from the PSU vesting. Nevertheless, the timing is very sensitive as Strategy just sold $BTC after many years. The CEO's transaction will be interpret

BTC-0.36%

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06-06 12:44

📍 May Non-Farm Payrolls: Another NFP report that blows away all forecasts
📌U.S. May NFP increased by +172K, nearly double the forecast +85K. This is the third consecutive month the U.S. labor market has added jobs, with the previous two months revised upward by +93K.
🔸 March: +185K -> +214K
🔸 April: +115K -> +179K
🔸 May: +172K
-> Looking at the total figure, it’s clear this is a strong report that dispels expectations that the Fed would cut interest rates soon.
📌 Job growth mainly comes from the services sector and the public sector:
- Entertainment & Hotels: +70K, far abov

NFP-10.26%

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06-06 07:13

🇰🇷The KRW currency falls to its lowest level in 17 years despite record export growth.
Why is the KRW falling but the US not including South Korea in the list of "currency manipulators"? First, the US will evaluate based on the criteria:
- Large trade surplus with the US: from $15B and above.
- Current account surplus: 3% of GDP or more.
- One-sided intervention in FX: net foreign currency purchases of at least 2% of GDP over 12 months.
-> The first two criteria have been met. In the FX report for January 2026, the US still keeps South Korea on the watch list along with China, Jap

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06-04 14:17

🟠 More than 50% of the BTC supply is currently in a loss state. This zone often marks the bottom of major $BTC downtrends.
However, it’s important to remember that market bottoms are always formed over several months and never increase in a V-shaped rebound immediately.
There is still plenty of time to allocate capital for the next bull run.

BTC-0.36%

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06-04 11:41

🔴Warsh brings conservative figures into the Fed
📌 Kevin Warsh, after serving as Fed Chair, selected Paul Winfree and Daniel Heil as interim advisors during the transition period at the Fed. These two will support Warsh with policy analysis, strategic planning, and special projects (not necessarily permanent staff at the Fed).
📌 Winfree was a domestic policy expert at the White House during Trump's first term, and is also the author of the chapter on the Fed in Project 2025 — a conservative policy proposal prepared ahead of the 2024 election.
-> Extremely conservative stance, supportin

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06-03 07:12

📍Trump signs an executive order to promote AI, making cybersecurity a new layer of America's defense
📌Trump has just signed an executive order requiring federal agencies to establish cybersecurity standards for advanced AI systems.
📌The focus is not only on controlling infrastructure risks as AI begins to be deployed in defense, finance, energy, and government data.
📌According to the order, the Department of the Treasury will establish an AI cybersecurity coordination center. This center will coordinate directly with AI companies and critical infrastructure operators.

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06-02 16:45

📍The S&P 500 officially wiped out all retreat levels from the beginning of the year and set an ATH (again).
The market capitalization of the S&P 500 reached $69 trillion.

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06-02 06:54

📍Iran announces suspension of negotiations, Trump denies
📌 Tasnim: Iran announces the cessation of all exchanges with the U.S., citing Israel's escalation in Lebanon and U.S. violations of the ceasefire. Negotiation leader Ghalibaf said Washington is not complying with the agreement, leaving Tehran with no basis to continue talks.
📌 Trump says he has not received an official notification from Iran, while reaffirming that the U.S. still maintains the Hormuz blockade.
📌 Axios: Lebanese Parliament Speaker Nabih Berri informs the Trump administration that Hezbollah is ready to cease fire

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06-01 15:09

📍Countries are taking advantage of high oil prices to release reserves
📌From March to June, the amount of oil released from the global strategic reserves reached about 265 million barrels. If including July, the figure approaches 285 million barrels.
The release rate is expected to slow down from July. June still had about 76M -> 22M in July, a decrease of over 70%. Countries are simply exploiting high oil prices to make profits and restructure their reserves.
📌Neither side believes oil prices will stay high for long. If the world believed that oil prices would sustain a steady upward

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