Daily Summary, June 4

# 📰 Results of the Day: June 4, 2026 (Full Version)

## 🌍 Geopolitics & Macroeconomics

### 🇮🇷 Iran Proposes Four‑Stage Peace Plan to the US

Iran has proposed a four‑stage framework for a possible peace agreement to the United States, according to the Fars news agency citing a member of the Iranian negotiating team, Saeed Ajarlo. The details of the stages are not disclosed, but the very fact of the proposal indicates a resumption of diplomatic activity. At the same time, US President Donald Trump said that progress in talks with Iran could appear as early as this weekend, and Iranian Foreign Minister Abbas Araghchi confirmed that contacts continue, though concrete results are not yet available.

Analysis: After the collapse of the two‑day ceasefire, the sides have returned to the negotiating table. Iran realises the devastating consequences of the Strait of Hormuz blockade for its own economy, while Trump needs a foreign‑policy victory ahead of domestic political battles. However, the gap between the positions remains huge. Markets reacted with cautious optimism, which was reflected in lower oil prices.

### 🇮🇱🇱🇧 Israel and Lebanon Agree to Ceasefire – Hezbollah Rejects the Deal

Following US‑led talks, Israel and Lebanon agreed to implement a ceasefire regime. The key condition is a complete halt of attacks by Hezbollah and the withdrawal of all its fighters from the area south of the Litani River, where control will pass entirely to the Lebanese armed forces. The truce was announced by the US State Department.

However, within hours the Lebanese Hezbollah officially rejected the agreement. Leader Naim Qassem insisted that the ceasefire must be comprehensive across all of Lebanon and demanded that Israel withdraw all its troops from Lebanon. The Israeli army, in turn, said it would continue operations against Hezbollah infrastructure in southern Lebanon. Meanwhile, the European Union allocated €100 million to the Lebanese army to support the ceasefire.

Analysis: Hezbollah showed that it will not obey decisions made without its participation. A ceasefire between states does not mean a cessation of hostilities with a non‑state armed group. The situation remains extremely explosive, especially after Hezbollah’s recent rocket attack on the Golan Heights. The EU is trying to use financial leverage to stabilise the situation, but that is unlikely to stop Hezbollah.

### 🛢 Oil Accelerates Decline on Hopes for Peace – Brent Falls to $95.1

Oil prices fell sharply on June 4 on news of the Israel‑Lebanon ceasefire and hopes for progress in US‑Iran talks. The decline intensified in the evening, with Brent dropping to $95.1 per barrel (a 2.5% loss on the day) and WTI trading near $93.9. Quotes fluctuated throughout the day: in the morning, Brent futures fell $0.77 to $97.03, then continued lower.

Deutsche Bank analysts called the geopolitical news “somewhat more positive”. However, fundamental risks have not disappeared: the IMF states that the war in Iran has reduced global oil production by about 14 million barrels per day. Earlier, Iran struck Kuwait, damaging the international airport and injuring dozens of people, while the US conducted military operations near the Strait of Hormuz.

Analysis: The oil market is always a battle between fear and hope. Hope for peace has won for now. But the Hormuz blockade continues, and global production is cut by 14 million barrels per day (about 12–15% of world consumption). As soon as it becomes clear that negotiations have hit a dead end, oil will return above $100. In the short term, $93–97; the long‑term risk remains to the upside.

### 🌐 EU Launches Technology Sovereignty Package – Moving Away from US Tech Giants
The European Commission presented a broad package of measures to ensure technological and digital independence from the United States. Key elements: the “Cloud and AI Act” – restrictions for US companies in tenders for critical contracts; the “Chips Act 2.0” – increasing demand for European semiconductors for the auto and defence industries, with production subsidies. Government structures (agencies, governments, police, hospitals) will be required to use only cloud services and AI models whose data is stored on European servers. The goal is to triple Europe’s data centre capacity in the next 5–7 years.

Analysis: This is not just a declaration, but a roadmap with specific obligations for government bodies and financial instruments. The EU is beginning a systemic replacement of AWS, Azure, and Google Cloud with European alternatives – a process that will take years, but it has started. For US tech giants, this means losing one of their most profitable markets.

### 🇷🇺 Putin: Tough Inflation Measures Are Working, but Rates Remain High

Speaking at the St. Petersburg International Economic Forum (SPIEF) 2026, Russian President Vladimir Putin said that the tough measures taken by financial authorities to curb inflation are showing results. The Central Bank explains why it is not rushing to cut the key rate sharply and is acting gradually: with persistent inflation risks and high inflation expectations, a sharp easing is impossible. The Central Bank’s monetary policy easing will remain cautious. Meanwhile, the average maximum deposit rate among the top ten banks in the third decade of May fell to 12.97% per annum.

Analysis: Putin’s public support for tight monetary policy gives the Central Bank a free hand. A 14% rate is the “new normal”. For the market, this means expensive money for years to come.

### 🇷🇺 Central Bank Wants to Consider Crypto Experience for Qualified Investor Status

The Central Bank of Russia has proposed a new criterion for obtaining qualified investor status – taking into account not only the volume of assets and testing, but also actual experience with cryptocurrencies. The regulator believes that an investor who has successfully traded crypto assets for a certain period demonstrates an understanding of risks and can be allowed to access more complex instruments. Details of the criteria have not yet been disclosed.

Analysis: The Central Bank is changing its rhetoric from “crypto is a risk” to “crypto is experience”. This is a pragmatic approach that could expand the pool of qualified investors to include crypto enthusiasts. However, it may be followed by a requirement to disclose crypto operations and pay taxes. Another blow to the “grey” market.

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## ₿ Blockchain & Cryptocurrencies

### 📉 Bitcoin Crashes to Four‑Month Low – $61,300

On June 4, Bitcoin continued its decline, reaching a four‑month low. The price momentarily dropped to $61,351 on Binance (other sources say $61,400), losing about 2.97–5% on the day. The leading cryptocurrency last traded at such levels in February 2026. After the drop, the asset partially recovered to $62,000–63,000, fluctuating in the $62,400–63,600 range by evening. Over the past month, the price has lost more than a quarter of its value.

Analysis: The technical picture has worsened: levels of $65,000 and $62,000 have been broken. The next support levels are $60,000 (psychological) and then $58,000. The daily RSI is around 22–25 (extremely oversold). A short squeeze is possible, but the fundamental backdrop remains bearish.

### 📊 Bitcoin ETFs Post $4.4 Billion in Outflows – 13th Consecutive Day

Institutional investors continue to exit crypto markets. According to SoSoValue, outflows from spot Bitcoin ETFs on June 3 (report published June 4) were about $397 million. This marks the 13th consecutive day of outflows, reducing cumulative net inflows to $54.26 billion. Total outflows over the streak reached approximately $4.4 billion. Institutional outflows coincided with Bitcoin’s drop to four‑month lows.
Analysis: Thirteen straight days of negative net flow is a record for this class of instruments. Institutions are voting with their feet, and their vote is loud. This is not just profit‑taking – it’s de‑risking amid geopolitical uncertainty and expectations of further decline. If outflows do not stop in the coming days, pressure on the price will persist.

### 🐋 Whale Pressure: Strategy Sells 32 BTC, $60 Million Liquidation on HTX

Strategy (formerly MicroStrategy) last week sold 32 BTC at an average price of about $77,135, receiving $2.5 million to pay dividends on preferred shares. This is the company’s first sale since 2022. The amount is less than 0.004% of its 843,700 BTC holdings, but the psychological effect has been devastating: the long‑time “bull number one” broke its “never sell” principle. Against this backdrop, an unknown whale liquidated a long position of nearly $60 million in a single order on the HTX exchange (formerly Huobi) – this event intensified panic and triggered additional liquidations, with total liquidations exceeding $1.6 billion. The Crypto Fear & Greed Index fell to 11 (“Extreme Fear”).

Analysis: The crypto market is primarily about psychology. The sale of 32 BTC may be technical, but it shattered the “cult of conviction” around Saylor. If other corporate holders follow suit, market pressure will multiply.

### 🥺 Michael Saylor Believes BTC Drop Is Due to Capital Rotation into AI

Michael Saylor, co‑founder of Strategy, commented on the current decline in Bitcoin. In his view, the drop is not due to a loss of interest in BTC, but to a massive rotation of capital into the artificial intelligence sector. Investors are taking profits in cryptocurrencies to enter growing AI projects and funds that are currently generating higher returns.

Analysis: Saylor is not changing his convictions, but he acknowledges the reality: AI is attracting more capital than crypto right now. However, he believes this is a temporary rotation, not a structural shift. The question is how long this “AI season” will last. If AI continues to deliver high returns, capital may not return to crypto quickly.

### 🪙 Ethereum Falls Below $1,800 – On the Verge of Dropping Out of Top 100 Global Assets

Ether (ETH) broke below the $1,800 level on June 4, dropping to $1,780–1,790 at its low, then recovering slightly to $1,810–1,820. The daily loss was about 5–6%. Ethereum’s market capitalization fell below $220 billion, putting the asset on the verge of dropping out of the top 100 global assets by market cap (including companies, ETFs, commodities). Pressure on ETH is driven by the overall market decline, outflows from crypto funds, and reduced DeFi activity.

Analysis: Ethereum is going through one of its most difficult periods in years. The network is functioning well fundamentally, but the market is ignoring developments. Falling out of the top 100 would be a serious psychological blow to altcoins. Support is at $1,700; below that, the road to $1,500 opens.

### 🪙 TON Shows Strongest Transaction Growth Among Major Blockchains

According to analytics platforms, the TON blockchain has shown the strongest growth in transaction count over the past 30 days among major blockchains, surpassing Sui, Base, Aptos, and Tron. The growth is attributed to activity in meme coins, gaming projects, and DeFi applications within the Telegram ecosystem.

Analysis: TON continues to gain momentum, helped by its integration with Telegram (about 900 million users). However, high transaction growth does not always translate into token price appreciation (TON is trading in the red like the rest of the market). The ecosystem’s development is worth watching, but short‑term investments carry high risks.

### 💎 Owner of Rare Physical Casascius Coin Breaks Hologram, Transfers Bitcoin
The owner of a rare physical Casascius coin with a face value of 25 BTC broke its protective hologram and transferred the bitcoins to a new wallet for the first time in 12 years. When the coin was issued in the early 2010s, the 25 BTC on it were worth less than $100; today, they are worth about $1.8 million. Casascius coins were created by Mike Caldwell before 2013, after which the SEC halted their production, making them collector’s rarities. Breaking the hologram and transferring may indicate the owner’s intention to sell some of the coins.

Analysis: A story that recalls the early days of Bitcoin, when coins could be obtained for “pennies”. Breaking a rare coin could increase market supply, but its impact will be minimal due to its uniqueness. For collectors, a loss of rarity; for investors, a reminder of the power of holding.

### 🚬 Cardano Founder Charles Hoskinson Steps Back Temporarily, ADA Drops 12%

Charles Hoskinson, the founder of Cardano, announced that he is temporarily stepping away from work on the project, promising to “return soon”. The reasons for his departure are not disclosed. The ADA token reacted immediately with a 12% drop, falling to $0.21–0.22, with a total daily loss of about 15%. Investors fear the uncertainty created by the absence of such a key figure.

Analysis: Cardano is heavily centralised around Hoskinson’s personality. His departure – even temporary – creates a vacuum of trust. ADA could continue to fall to $0.18–0.19. Until clear deadlines for his return emerge, buying is risky.

### 🏛 SEC Includes Digital Assets as a Strategic Priority for 2026–2030 for the First Time

The US Securities and Exchange Commission (SEC) published its draft strategic plan for fiscal years 2026–2030, for the first time officially including digital assets among the regulator’s key priorities. Under the new strategic plan, the SEC also issued a framework document committing to establish a more transparent regulatory framework for digital assets. SEC Commissioner Hester Peirce, speaking on June 3, questioned how securities rules should be applied to non‑custodial blockchain infrastructure.

Analysis: A historic moment. The SEC has officially recognised that digital assets will remain in the financial system for the long term. For the industry, this is a long‑term positive – regulatory clarity will attract institutional capital. But in the short term, new exchange requirements and stricter compliance will follow.

### 🇩🇪 BaFin Rejects Binance’s Crypto Custodian Licence Application

Germany’s financial regulator BaFin has reportedly rejected Binance’s application for a crypto custodian licence, a serious blow to the exchange’s European ambitions. The information was first published by Forward Finance, citing informed sources. Binance has not officially commented on the matter.

Analysis: Binance is losing ground in Europe. Following its exit from the Netherlands, problems in Belgium and Germany, and British sanctions against Russia‑linked platforms, the exchange is caught in a ring of regulatory restrictions. For Russian users, this means further deterioration of conditions: a €10,000 limit, additional checks, and the risk of a full block.

### 💳 Coinbase Launches Pre‑IPO Perpetual Futures – First Case: SpaceX

Crypto exchange Coinbase announced the launch of perpetual futures trading on pre‑IPO assets. The first case is Elon Musk’s private space company, SpaceX. Investors will be able to open long and short positions, speculating on the company’s valuation before it goes public. Trading will be available to qualified investors.

Analysis: Coinbase continues to expand its product line, blurring the lines between crypto and traditional finance. Pre‑IPO futures on SpaceX are an attempt to attract institutional capital interested in gaining exposure to the hottest private companies. For the market, this is a positive signal: crypto exchanges are becoming full‑fledged financial platforms.

### 💰 Liquidations and Altcoin Slide
In addition to Bitcoin and Ethereum, altcoins continued to fall. Total crypto market capitalisation fell below $2.2 trillion. Liquidations over 24 hours exceeded $1.6 billion, affecting nearly 300,000 traders.

Analysis: The bear market continues. Altcoins are suffering more than Bitcoin – investors are fleeing to the dollar and safe‑haven assets. The coming days will be decisive: will key support levels hold, or is another wave of decline ahead?

### 💸 Tether’s Market Cap Grows as Investors Flee Volatile Assets

USDT’s market capitalisation rose to $187.35 billion, approaching Ethereum’s $216.03 billion. Bitcoin critic Peter Schiff stated that Tether’s market cap will eventually surpass not only Ethereum but also Bitcoin in the long term.

Analysis: Investors are fleeing to stablecoins, locking in losses or waiting for a bottom. The growth of USDT is not so much a sign of trust in Tether as a fear of volatility. But don’t forget the freezes: on June 2, Tether froze $500 million at OFAC’s request. Stablecoins are not a safe haven – just a temporary parking spot.

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## 🖥 Technology & AI

### 💻 Apple to Use NVIDIA Blackwell Chips via Google Cloud for New Siri

According to a report by The Information, Apple plans to use a fleet of NVIDIA Blackwell B200 data centre chips via Google Cloud to process requests for the new AI‑powered Siri that will be released with iOS 27. To reduce privacy risks, Apple will activate NVIDIA’s confidential computing function, which encrypts data during processing.

Analysis: An unexpected twist. Apple, which developed its own M6 chip with 200 TOPS for on‑device AI, is turning to a direct competitor – NVIDIA – for cloud tasks. This is an admission that its own capacity is still insufficient for large‑scale cloud AI computations.

### 🤖 Microsoft Unveils “New Era” of AI Devices and Autonomous AI Agents

At its Build 2026 conference, Microsoft presented a new family of AI devices, ushering in a “new era” of AI computers. The company showed Surface computers with NVIDIA chips and Project Solara devices. The new gadgets use AI agents instead of traditional programs. Under Project Solara, Microsoft presented two reference designs: a smart wearable badge and a small desktop assistant device. The company has already begun operational trials with major partners, including Best Buy, CVS Health, Levi’s, and Target.

Analysis: Microsoft is not just updating its operating system – it is rethinking the very concept of the personal computer, where an AI agent becomes the primary interface. The launch of Project Solara is a response to Apple Vision Pro and an attempt to capture the “wearable AI” niche. The big question now is whether these devices will become a mass‑market product or remain niche.

### 🤖 OpenAI Gives 6 Months of ChatGPT Pro to Open‑Source Projects

OpenAI announced a support programme for open‑source projects: developers can receive six months of free access to ChatGPT Pro, Codex, API credits for development, as well as access to GPT‑5.5 Pro. The condition is that the project must be non‑commercial and public.

Analysis: OpenAI is investing in ecosystem development by making its tools accessible to independent developers. This is a long‑term strategy to create a network of dependent projects that will later switch to commercial plans.

### 🇪🇺 EU Mandates Government Use of Only European Clouds and AI Models

As part of the technology sovereignty package, the European Union mandated that government structures – agencies, governments, police, hospitals – use only cloud services and AI models whose data is stored on European servers. The goal is to triple Europe’s data centre capacity in the next 5–7 years.

Analysis: The toughest measure in the package. For Amazon Web Services, Microsoft Azure, and Google Cloud, this means not just a loss of revenue, but a complete exclusion from the EU public sector – one of their most profitable segments. Europe is building its own “digital iron curtain”.

### 🇻🇳 Spacecoin Announces $100 Million Deal to Launch Decentralised Satellite Internet in Vietnam
Spacecoin, a company developing a decentralised satellite network to provide internet access in remote regions, announced a $100 million deal to launch the project in Vietnam. The funds will be used to deploy satellites and ground infrastructure. The project envisions using blockchain technology for access management and payments.

Analysis: Spacecoin is one of the ambitious competitors to Starlink, but with a decentralised model. $100 million is a serious investment, but it may not be enough for the scale of Vietnam. If the project is implemented, it will set a precedent for other developing countries.

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## 🏦 Finance & Investments

### 🇺🇸 New York Fed President: No Need to Change Rates

New York Federal Reserve President John Williams said that the Federal Reserve has no need to change the benchmark interest rate despite the inflation risks stemming from the Middle East war and other factors. Inflation remains high, and rising energy prices, import tariffs, and AI investment are putting upward pressure on it. The Fed published its Beige Book, which noted accelerating inflation in most districts compared to the previous report, linked to rising energy prices due to the Middle East conflict.

Analysis: The Fed remains in wait‑and‑see mode. But the Beige Book – a real‑time snapshot of the US economy – shows accelerating inflation. The question is not whether there will be a hike, but when: September, November, or December.

### 🏦 Revolut Wants to Launch Its Own Bank in the US with Stablecoin Support

British neobank Revolut plans to launch its own bank in the United States as early as next year. The key feature is support for stablecoins: customers will be able to hold, transfer, and convert stablecoins as easily as traditional dollars. Revolut already holds banking licences in Lithuania and the UK and is now targeting the US market.

Analysis: Revolut is becoming a bridge between traditional finance and crypto. If the bank receives regulatory approval, it will set a precedent: an ordinary bank will fully work with stablecoins. However, the path to a US licence is long and complex.

### 🚀 Quantum Leap: Quantinuum Raises $1.68 Billion in IPO at $15.6 Billion Valuation

Quantum computing company Quantinuum held its IPO on the Nasdaq. The company was valued at $15.6 billion. Initially, Quantinuum planned to offer 21 million shares at $45–50, but on June 1 it increased both the number of shares (to 26.5 million) and the price range (to $53–55). Ultimately, the company raised about $1.68 billion.

Analysis: Quantum technologies are going mainstream. Quantinuum is not the first and will not be the last. Other quantum industry players are preparing for IPOs.

### 🤖 Anthropic Taps Morgan Stanley and Goldman Sachs for IPO

Anthropic, the developer of the Claude AI model, has chosen Morgan Stanley and Goldman Sachs as lead underwriters for its upcoming IPO. JPMorgan will also participate in the deal. It is reported that other banks may be added later.

Analysis: Anthropic is OpenAI’s main competitor in the corporate AI solutions market. Its IPO will be a key event for the AI sector, comparable to an OpenAI listing. The company could be valued at $30–40 billion.

### 🇷🇺 VTB: 10 to 20 Client Companies Considering IPOs

Vitaly Sergeychuk, a member of VTB’s management board, said on the sidelines of SPIEF 2026 that 10 to 20 of the bank’s client companies are currently considering going public. The companies are from various sectors. According to Sergeychuk, they are actively preparing for a possible listing, though exact timelines are not disclosed.

Analysis: The Russian IPO market is reviving. 10–20 potential issuers is a significant number for the Russian market. If at least a third of them actually go public in the next 12–18 months, it will be the largest wave of IPOs in Russia in recent years.

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## 📋 Cybersecurity & Incidents

### 🚨 VSK: Details of November 2025 Cyberattack – Hackers Demanded 1 Billion Rubles
On June 4, details of the major cyberattack on the VSK Insurance Company that took place in November 2025 were revealed for the first time. Hackers demanded a ransom of 1 billion rubles, and the attack “paralysed” the company’s services. The details were disclosed publicly at a large business event by the founder of a cybersecurity company that helped to mitigate the consequences. Information about the breach had been withheld for almost six months for security and investigative reasons.

Analysis: The attack on VSK is one of the largest in the Russian financial sector in 2025. A ransom demand of 1 billion rubles (about $10 million at the exchange rate of that time) indicates a highly organised attack.

### 🔓 FSB Uncovers Foreign Intelligence Operation Infecting Government Officials’ Smartphones

Russia’s Federal Security Service (FSB) reported that it had uncovered an operation by foreign intelligence services to extract information from smartphones of senior Russian officials using the capabilities of large international IT corporations. The devices were infected with malware through vulnerabilities in popular apps and services. According to the FSB, the attackers used Cloudflare infrastructure to hide their tracks and control the malware.

Analysis: An attack using the infrastructure of international IT companies represents a new level of sophistication. This could be an additional argument for accelerating the replacement of foreign software and services in Russia.

### 🐟 Hackers Breach Atlas Menu Service, Leak Tens of Thousands of Gamers’ Data

Hackers breached Atlas Menu, a service that specialised in selling cheats for Grand Theft Auto V. As a result, data of tens of thousands of platform users were leaked: email addresses, usernames, IP addresses, and customer support chats. The breach was confirmed by Have I Been Pwned, a data breach tracking service.

Analysis: An attack on a cheat‑selling service is a reminder that data leaks can happen anywhere. Even gamers’ data can be used for subsequent targeted attacks and phishing.

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## 📊 Summary of the Day (June 4, 2026)

Positive:
– Iran proposes four‑stage peace plan to US – hope for de‑escalation
– EU launches technology sovereignty package – long‑term strategy
– SEC makes digital assets a strategic priority for the first time – regulatory clarity
– Microsoft unveils new generation of AI devices and Project Solara
– OpenAI supports open‑source projects – ecosystem growth
– Coinbase launches pre‑IPO futures on SpaceX – new asset class
– Quantinuum ($15.6 billion) and upcoming Anthropic IPO – tech market growing
– Revolut seeks to open US bank with stablecoin support
– TON shows record transaction growth

Negative:
– Hezbollah rejects Israel‑Lebanon ceasefire, attacks continue
– Bitcoin crashes to $61,300 (four‑month low)
– Ethereum falls below $1,800 – on the verge of dropping out of top 100 assets
– 13th consecutive day of Bitcoin ETF outflows – $4.4 billion total
– Whale liquidation of $60 million on HTX, total liquidations >$1.6 billion
– Strategy sells 32 BTC, breaking “never sell” principle
– Charles Hoskinson steps back from Cardano – ADA drops 12%
– BaFin rejects Binance’s licence application in Germany
– Crypto Fear & Greed Index at 11 (“Extreme Fear”)
– Details of VSK attack revealed: hackers demanded 1 billion rubles

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## Architectural Conclusion. Thursday Thought (Expanded)

June 4, 2026, will go down in history as the day when diplomacy, technological sovereignty, and crypto panic converged at a single point. Iran proposed a plan, Israel and Lebanon reached a deal (though not with Hezbollah), the EU launched a systemic replacement of US software, the SEC made crypto a strategic priority, and Microsoft presented the future of AI devices.

But Bitcoin crashed to $61,300, Ether fell below $1,800, ETFs lost $4.4 billion over the streak, Strategy sold BTC for the first time since 2022, and Charles Hoskinson stepped away from Cardano, causing ADA to plunge 12%.
🔹 Receptive intelligence registered hope for peace and, simultaneously, panic in crypto markets. Capital is flowing into AI (Saylor), into stablecoins (USDT approaching ETH), into safe‑haven assets.

🔹 Coordinating intelligence showed an ability to compromise (US‑Iran, SEC‑crypto industry) and an inability to control non‑state actors (Hezbollah).

🔹 Structuring intelligence continues to re‑imagine the future: Microsoft AI devices, Project Solara, quantum computers, decentralised satellite internet from Spacecoin.

🔹 Executive intelligence obediently liquidated $1.6 billion, reported ETF outflows and Strategy’s sale. But no one knows where the bottom is.

What’s next?

Tomorrow, June 5 – Central Bank of Russia meeting (rate likely to remain 14%).
June 6 – ECB meeting (rate 4.5%).
June 11–12 – Fed meeting (pause with hawkish signal).
June 15 – PBoC meeting.
June 16 – Bank of Japan meeting.

For investors: Geopolitical risk remains extremely high. Bitcoin at $60,000–61,000 is a zone of “extreme fear” and a potential bottom, but do not rush. ETFs are still seeing outflows, and the bearish momentum could push the price below $60,000. Altcoins are doubly dangerous (ADA -12% in one day). Stablecoins are not a safe haven – just a temporary stop.

For individuals: Enable 2FA everywhere you have money. Do not keep large sums on centralised exchanges. And remember: even “never sell” bulls sometimes sell, and founders sometimes step away.

*Today showed that the world is fragile, technology is powerful, and markets are unpredictable. Yet the SEC’s strategic priority for digital assets, the EU’s technology sovereignty package, and Spacecoin’s $100 million deal are fundamental changes that will stay with us for a long time. Stay vigilant, but keep perspective.*