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7/1
17:32
Svmuu News: BitcoinTreasuries.NET posted on X, citing Bloomberg, that due to Bitcoin’s decline, investors are no longer willing to pay the high premiums they once did for Strategy MSTR. The premium on Strategy MSTR relative to its holdings, which had reached 200%, has now fallen below 1, indicating that the trade is unraveling.
17:15
Svmuu News: Bitcoin News posted on X stating that the paper titled “A Mechanistic Derivation of the Bitcoin Price Power Law: Network Adoption Dynamics and Generalized Metcalfe Scaling,” authored by @Giovann35084111 and @moneyordebt, has been officially published in Elsevier’s *Nonlinear Science*. The paper argues that Bitcoin’s long-term price power law can be derived from network adoption dynamics and generalized Metcalfe scaling, providing a theoretical foundation for one of Bitcoin’s most controversial valuation models.
17:07
Svmuu News: Bloomberg ETF analyst Eric Balchunas posted on X, saying he was somewhat surprised that VOO wasn’t on the list. “SPYM & Chill” doesn’t have the same ring to it, but he’ll do his best. SPYM has a fee of 2 basis points—even the government pays attention to costs.
17:04
Svmuu News: Bloomberg ETF analyst Eric Balchunas posted on X that the U.S. Treasury Department will use SPYM as the default fund for investments in the Trump Account, and that the inflow of U.S. government funds may expand in the coming years, with several other ETFs from the three major ETF issuers also becoming available as options.
16:59
Svmuu News: BitcoinTreasuries.NET posted on X that the board of directors of Bitcoin treasury company DDC Enterprise (DDC) has approved a $10 million common stock buyback plan, and its mNAV has fallen to 0.3x.
16:51
Svmuu News: On July 1, 2026, STBL launched USST, an institutional-grade stablecoin on the Stellar network. The stablecoin is backed by real-world assets, with tokenized government bonds (USDY) serving as the initial minting collateral.
USST is built on STBL’s Stablecoin 2.0 infrastructure, which allows market participants to deposit eligible real-world assets—such as tokenized government bonds or money market funds—to mint USST, and supports settlement, collateral liquidity, and cross-border payments.
STBL plans to add Franklin Templeton’s BENJI as a second collateral option, but has not yet set a launch date for the BENJI collateral integration, nor has it disclosed the initial minting volume of USST on the Stellar network.
16:46
Svmuu News: The U.S. Federal Trade Commission (FTC) announced that it will seek public comment on a policy statement regarding AI accuracy.
16:43
Svmuu News: SoftBank Group has resumed negotiations with a syndicate of lenders regarding a $10 billion loan secured by its stake in OpenAI. In response to lenders’ concerns about the difficulty of valuing privately held companies, SoftBank Group has proposed providing a guarantee for the loan repayment; if the value of the OpenAI shares used as collateral declines, the banks would be able to seek recourse from SoftBank Group. The lending syndicate is expected to include Goldman Sachs, JPMorgan Chase, and Mizuho Group.
16:40
Svmuu News: Erik Voorhees, founder of Venice AI, announced on Wednesday that the company has completed its first round of external funding, raising $65 million and reaching a valuation of $1 billion. The round was led by Dragonfly, with participation from North Island Ventures, Coinbase Ventures, Archetype, Liquid2 Ventures, and Morgan Creek.

Launched in May 2024, Venice AI is a privacy-focused alternative to AI chatbots, designed to avoid storing user conversations on centralized corporate servers. Voorhees stated that Venice AI has surpassed 3 million users and became profitable in the first quarter.

Voorhees said the new funding will be used to expand the Venice platform, which provides access to major open-source and proprietary AI models through a single interface and API.The annual supply of Venice AI’s native token, VVV, was reduced to 3 million on Wednesday to reward token holders who support the network by staking VVV.
16:31
Svmuu News: BitcoinTreasuries.NET posted on X stating that Strategy and Strive collectively increased their holdings by 6,989 BTC in June, accounting for nearly all of the purchases made by the publicly traded company Bitcoin. The funds came primarily from proceeds received from STRC and SATA.
16:23
Svmuu News: British investment advisor Farside Investors stated that Strategy’s STRC priority product poses structural risks related to its adjustable coupon and price stabilization mechanisms.The STRC is primarily issued at approximately $100, and the mechanism is designed to increase dividends when the price falls below $100 and decrease dividends when the price rises above $100, in order to guide the market price back to that level.
Farside Investors noted that if investor concerns about Strategy’s credit risk rise, the price of STRC could fall, and increasing dividends to prop up the price would add to cash pressure and further undermine investors’ certainty regarding the security’s valuation. STRC recently traded at around $75 before rebounding to $86.
Strategy has launched the Digital Credit Capital Framework, which includes plans to build a U.S. dollar reserve, raise the STRC dividend to 12%, repurchase senior securities at a discount, and authorize the sale of “Bitcoin” to help fund dividends and the reserve.
16:17
Svmuu News: Musk denies reports that SpaceX had shown investors a prototype of a new AI device.
16:07
Svmuu News: A Fox Business crypto reporter posted on X, stating that Wall Street is looking beyond the bear market, law enforcement agencies are continuing talks regarding Clarity, and Donald Trump’s crypto profits have drawn criticism from Senate Democrats.
16:06
Svmuu News: Federal Reserve Chairman Wash is expanding his advisory team; the latest appointment includes bringing in Samantha Schwab, a senior aide to U.S. Treasury Secretary Bessent, to serve as an advisor at Federal Reserve.Samantha Schwab has served as Bessent’s Deputy Chief of Staff at the Treasury Department since January 2025 and previously worked at the White House during Donald Trump’s first term.Samantha Schwab comes from a family with a background in finance; she is the granddaughter of Charles Schwab, founder of Charles Schwab. The specific start date for this reassignment has not yet been determined. This appointment has sparked discussion about Federal Reserve’s closer relationship with the Treasury Department, particularly given that Wash and Bessent meet weekly, raising market concerns about whether the central bank’s independence might be compromised.
16:03
Svmuu News: BitcoinTreasuries.NET posted on X that Empery Digital (EMPD) stated it may sell a portion of its 3,000 Bitcoin holdings to finance a $65 million AI data center project. The company currently has no plans to continue increasing its BTC holdings.
15:52
Svmuu News: Renowned technology analyst Dan Ives is leaving Wedbush Securities to launch a new venture, with plans to establish a “modern merchant bank” focused on AI opportunities. Dan Ives stated that the new firm will integrate research, investment banking advisory, capital raising, and investment operations to provide integrated financial and research services to companies and investors in light of the structural changes brought about by AI.
15:45
Svmuu News: Bloomberg ETF analyst Eric Balchunas posted on X that the BFOR (Barron’s 400) ETF has seen significant capital inflows. The fund, which was established 13 years ago and had an asset size of just $200 million, suddenly received $600 million in capital inflows. The fund has outperformed the market so far this year, which may have attracted a certain investment strategy, though he is not certain. This demonstrates that an ETF’s size can expand to four times its original size without affecting its premium rate.
15:33
Svmuu News: BitcoinTreasuries.NET posted on X that Adam Back has just stated that Bitcoin Standard Treasury BSTR is attempting to generate relatively conservative returns for Bitcoin through capital market strategies. Adam Back said that Bitcoin Standard Treasury BSTR will take a different approach compared to other treasury companies.
14:37
Svmuu News: Brian Armstrong posted on X, stating that the U.S. Constitution is the most important political innovation in history, but it lacks two crucial elements: a cap on government spending growth and a requirement for currency to be backed by hard assets. Without these two elements, every democratic nation will head toward greater debt and ultimately lose its status as a reserve currency; see *The Changing World Order*. U.S. debt stands at $39 trillion and increases by approximately $1 trillion every 100 days. Interest payments now exceed the defense budget, and existing mechanisms are unable to halt this trend. Politicians get elected by promising to provide free benefits using other people’s money; while some voters benefit in the short term, the negative consequences of this spending are borne by future generations who do not yet have the right to vote, rendering the incentive structure ineffective. Solutions include drafting new constitutions in frontier regions—such as Mars, special economic zones, or cyberspace; adjusting the incentive mechanisms within the existing system through constitutional amendments, though this is politically challenging; or achieving hyper-growth through AI, robotics, and cryptocurrency to outpace inflation.
14:26
Svmuu News: Robinhood has launched the public mainnet of its Layer 2 blockchain, Robinhood Chain, enabling tokenized stock trading in more than 120 countries, and introduced Robinhood Earn, a decentralized lending product that offers a yield of approximately 7% based on USDG.

Robinhood is expanding from its brokerage business into cryptocurrency, tokenized assets, and AI-driven trading.

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