OVERVIEW

One Year Post-BTC Halving: Laziest Rally Ever 🦥

Before we dive in, here’s today’s crypto market heatmap:

And here’s a look at crypto’s total market and altcoin market cap charts:

NEWS IN THREE SENTENCES
Crypto News 📰

💵 Trump’s Tariffs Accelerate De-Dollarization

Trump’s aggressive tariff policies have accelerated global de-dollarization, with the dollar slipping in global reserves and markets reacting with their usual calm panic. Chinese financial analysts suggest this trend might finally dethrone the dollar, while JPMorgan analysts politely remind everyone that changing global reserve currencies takes forever. coinpaper.

🔬 Quantum Firm Offers 1 BTC to Break Bitcoin Encryption

Project Eleven announced a competition offering 1 BTC to anyone who can crack Bitcoin's cryptography using quantum computing. This "Q-Day Prize" wants to test if quantum computers really threaten Bitcoin, or if it's just another "blockchain killer" that goes nowhere. coinpaper.

🇺🇸 OKX Returns to the U.S. with New CEO, New Exchange

Crypto exchange OKX announced it's returning to the U.S. market with a fresh headquarters in California, new CEO Roshan Robert, and a shiny crypto wallet for U.S. users. OKX previously left the U.S. after paying $505 million for breaking AML laws, proving that in crypto, what doesn’t kill you just costs half a billion dollars. Welcome back to America - hope you kept your lawyer’s number handy. AltcoinBuzz.

📉 Analyst Who Predicted Mantra's Collapse Says ‘I Told You So,’

In crypto, prophets are unwelcome until it’s too late. Hedgeye analyst Ishmael Asad predicted Mantra’s OM token collapse three days before its 90% drop, but was mocked by its co-founder and community—classic crypto stuff. Now that billions in value vanished overnight, Asad gets no joy from being right, though he's generously offering his next predictions at the low cost of everyone else's dignity.TheStreet.

🐻 XRP ETF Optimism Surges, Options Traders Still Preparing for Disaster 

Despite growing optimism around a potential Ripple ETF approval in the U.S., Deribit's XRP options market remains stubbornly bearish, with traders hedging against downside risk. Kaiko reports that XRP liquidity is strong, but traders apparently prefer to bet on disaster rather than trust good news. XRP holders once again prove they're happiest expecting the worst - it's tradition at this point. CryptoPotato.

PRESENTED BY STOCKTWITS
Block Fuel Live: Special Guest Adrian Norris 👀 

Hosts Avi and Jody are joined by $MSTR veteran, financial engineer, and founding voice in the Truth North Community to discuss all things “Strategy.’ They cover:

• How Strategy is building a new financial economy on top of Bitcoin 🤯 

• Why STRIKE & STRIFE offer dividend-style exposure—& how they differ 💸 

• What to consider before shifting from MSTR to income-generating plays like MSTY or IMIST 🤔 

• And why the “Saylor liquidation” thesis is just plain wrong 👀