Good Morning,

Here's a quick preview of today’s content: Irish police crack first of 12 bitcoin wallets in $418M drug seizure, UK imposes ban on political donations in crypto, Tom Lee's BitMine debuts Ether staking platform, President Trump names Meta and Nvidia CEOs to tech council, Morgan Stanley moves closer to Bitcoin ETF launch, and so much more

Happy Thursday - Let’s dive in.

Market Snapshot

Click here to learn more about the Gannon’s portfolios and subscribe to the strategies on Autopilot.* Since inception (7/7/25), Gannon’s Crypto Portfolio is up +4.66%

• Bitcoin retakes $71,000 as Iran signals push for full conflict end and US drafts 15-point peace plan

  • BTC ETFs draw in $2.5B in a month, close to erasing YTD losses despite $74M in outflows

  • ETH and SOL gain +3% while XRP climbs +1.5% as crypto drifts sideways

  • $15B in BTC options expire Friday as Trump's Iran deadline looms

• Oil falls below $100 after ceasefire developments as ETF flows whipsaw

Prediction Markets

• Bettors on Polymarket are predicting Bitcoin up or down?

• Track and trade live odds on any event, only on Polymarket

Headline Roundup
^{_{The major headlines driving crypto markets}}

• Franklin Templeton brings tokenized ETF trading to users (DC)

• Mastercard set to be crypto-fiat 'network connector' (TB)

• Morgan Stanley moves closer to Bitcoin ETF launch (TB)

• Visa becomes first payments company to join Canton (DC)

• President Trump names Meta and Nvidia CEOs to tech council (DC)

• Google sets 2029 deadline to deal with quantum threat (DC)

• Tom Lee's Bitmine adds $145M worth of ETH (TB)

• Binance tightens market making rules in wake of crash criticism (BBG)

• Market bill compromise draws wide reaction from crypto crowd (CD)

• South Korea sees $60B crypto outflows to overseas platforms (TB)

• Elon Musk's X hires crypto-savvy design lead (CD)

• Ethereum Foundation prepares for quantum threat in new roadmap (CD)

• Retail traders fare worse on prediction markets than sportsbooks (CD)

• Coinbase pushes exchange data onchain via Chainlink (TB)

• Report finds non-USD stablecoins increasingly being used as money (TB)

• Obex spreads $1B across AI assets to expand stablecoin yield (CD)

• F1 champ McLaren Racing joins Hedera to help govern network (DC)

• AI agents help investigators unearth crypto criminals (CD)

• Cipher Digital shifts from Bitcoin mining to data center deal (DC)

• Bhutan offloads $37M worth of bitcoin (TB)

• Ark Invest buys $16M in Circle (TB)

• BitGo teams with ZKsync to build tokenized deposit infrastructure (CD)

• Monument Bank tokenizes 250M pounds of retail deposits (CD)

• Bitcoin Depot CEO departs amid crypto ATM crackdown (DC)

• Marshall Islands income effort gains crypto-connected backers (CT)

• Ripple joins Singapore bank initiative to test RLUSD settlements (TB)

Venture Capital

• Web3 provider Startale Group completes $63M Series A, including $50M second close led by SBI Group (TB)

• Pharma firm Enlivex raises $21M to acquire 3B RAIN tokens (CT)

• Talino, a fintech focused on emerging markets, raises $7.5M Series A led by Chemonics International (BW)

• Stablecoin startup Payy raises $6M seed funding led by FirstMark Capital (TB)

Access the complete VC deal flow on Fundable.

Launches

• Tom Lee's BitMine debuts Ether staking platform (DC)

• CoinShares files for Bitcoin volatility ETF suite (DC)

• Kraken rolls out access to STS Digital's crypto products (TB)

• Bitpanda launches blockchain for EU banks and tokenized assets (CD)

• Hyperliquid launches options trading on PURR (TB)

• Bitget debuts stablecoin payments infrastructure (TB)

• Pump.fun adds one-time cap on creator fees (CT)

Regulation

• Lawmakers dig into tokenizing securities as Trump ties muddy waters (CD)

• UK imposes ban on political donations in crypto (DC)

• Australia lays groundwork for tokenized asset markets (DC)

• SEC preps innovation exemption plan (TB)

• Delaware establishes framework for stablecoin issuers (DC)

• Baltimore sues xAI over Grok deepfakes (DC)

Cybersecurity

• Irish police crack first of 12 bitcoin wallets in $418M drug seizure (DC)

• ZachXBT claims Circle wrongfully freezes exchange wallets (CT)

Extra Reads

• Decentralized crowdfunding supports NFT artists through market crashes, and onchain purchases deliver direct capital and visibility when centralized platforms fail - Here’s how decentralized crowdfunding can boost artists

• Argentina is blocking Polymarket despite global growth, focusing on gambling laws, user protection concerns and regulatory pressure on prediction markets - Here’s why Argentina is blocking Polymarket

Chart of the Day

Daily Bitcoin transactions above $100K reaches lowest since Sept 2023

Meme Dump

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*DISCLAIMER: Investment advice provided by Autopilot advisers LLC, an SEC registered investment advisor. Past performance does not guarantee future results. Investing carries risks including the risk of the loss of principal. Performance doesn’t include fees. See more here.