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Daily Market Report #766

It is Monday. Fresh week, and I am still over stimulated from one of the craziest sports weekends I can remember.

The World Cup opened with games ending the way nobody predicted. The Knicks won the NBA title after 60 years. And UFC 250 happened in front of the White House, where the undisputed champion got battered. As a sports fan, you do not get weekends like that often.

I am about to buy a ticket and fly to the US for a World Cup game. I cannot wait. Full fever today, and the market is matching the energy.

Because we finally have green that looks like more than a bounce.

Fear & Greed climbed to 20. The floor is lifting. After the month we lived through, a slow grind up Iii impprtant.

The Iran war settlement is holding, the war premium is gone, and the CLARITY Act is now expected to pass by July 4. That combination, peace plus regulatory clarity, is the cleanest macro backdrop crypto has had all year, and it is landing right as the shorts are maximally offside. CZ is back saying crypto is not dead and a super cycle is coming, and that the native currency for AI agents will be crypto.

Bitcoin $65,620, up 2%. Dominance 56.6%. Here is the framing I love today: if Bitcoin were a country, it would have a higher GDP than Switzerland.

Ethereum $1,717, up 2.3%. Open interest jumped 6.7% as ETH reclaims $1,700. ETH TVL green, 7-day flows positive across every chain. ETH grinding back toward $1,750 is the first time in weeks the most-hated major has shown a pulse. Still likely closes the red quarter.

Solana $70.91, up 3.6%. Best major again and back above $70. The SPCX rails, the WSOP deal, the flows, the events. Solana has been the strongest fundamental story in my universe for 2 weeks straight while the token finally catches up.

XRP $1.18, up 3.1%. The one with actual ETF inflows last week. Garlinghouse fired back at Dimon over the CLARITY Act. Classic XRP.

Hyperliquid $64.98, up 8.1%. The big bounce is back. After absorbing over $8B in USDC liquidity in two days, the token finally responded. Citrini’s BHYP long, the $200B on-chain equity volume, the record day, and now an 8% candle.

Chainlink $8.17, up 3.2%. Back above $8. I have the feeling this token deserves to be much higher.

Privacy is ripping. Zcash $486, up 14.5%, fully recovered from the Orchard crash and then some, back above where it was before the bug. Monero $336, down 2.5%, taking a breather after its big week as ZEC takes the lead back. The privacy seesaw continues, but the sector as a whole has come all the way back from the worst privacy scare of the year.

Bittensor $273, flat after its 25% export-control rip on Friday. The US suspending Fable 5 and Mythos 5 for all foreign nationals is still the most important AI-crypto story of the moment, and TAO is holding its gains. Gated centralized AI Iii one of my biggest fears.

Polkadot $1.00, back to a dollar, up 3.3%. Starknet $0.0366, up 4.8%, STRK unlock is today, so watch the supply. Arbitrum $0.0858, ARB unlock tomorrow. Pengu $0.0069, up 2.7%.

On the Pudgy side, the Inner Igloo this weekend was a real signal for holders. The team is shifting into a sharper operating mode.

They are shutting down Pudgy Party, the licensed mobile game from Mythical, because the economics stopped making sense, and going all-in on Pudgy World, which is showing strong organic traction. The 3 stated priorities now: the Pudgy Penguins brand, NFT holders, and PENGU token holders. Everything measured against those three pillars.

As a Lil Pudgy holder, I respect the discipline. Closing a game that hit 1M downloads is a hard call, but focusing the IP on what drives long-term value, turning Pudgy into the internet’s Mickey Mouse, is the right kind of ruthless.

The retail conversations for 2027 and 2028 centering on character diversity is where the NFT collection comes back into the story in a bigger way.

SpaceX day two on the market today. After the $1.77T pricing, the trade settling on-chain, and the valuation topping Canada’s GDP, week two is where we find out if the IPO holds or if the memecoin-top thesis.

I held through the worst of June, stacked every dip, and now I get to enjoy a green Monday and plan a trip to a World Cup game. Do you need more?

What are you watching this week?