Публикация

$HYPE is down 22.6% from its ATH after last week's local top debate. Still generating $75.3M in fees this month, up 27.1% month-over-month, with $60.1M returned to holders. The thesis remains unchanged. 🚀 $AAVE is temporarily testing the Babylon BTC vault, still processing through governance. rsETH has been fully restored. Currently 90.5% below ATH. 📉 $PENDLE is still targeting the CLARITY Act signing on July 4th. Fixed-yield infrastructure remains strong, with sPENDLE staking surging from 20% to 57.9% since January. Down 83.3% from ATH. 📈 $ONDO trades the same CLARITY Act narrative at the infrastructure layer. Down 83.7% from ATH. 🏗️ $INJ sees the tokenized IPO access narrative up 9x on CT this week. It's the first L1 to announce regulated tokenized assets, IPOs, and on-chain equities. 🎯 $RAIL is down 52.5% from ATH. ZEC dropped this week after a critical Orchard Pool bug was discovered, existing since 2022, with Arthur Hayes selling his entire position. ⚠️ $ETHFI has 70K active cards, daily card spending of $2M, and buybacks happening daily. Still priced as a restaking protocol at 96.5% below ATH. 💳 $RAIN unlocks $686.2M this week, representing 8.3% of circulating supply. The largest unlock on this list by a wide margin, with no protocol treasury to absorb it. 🗓️ $ME (Magic Eden) unlocks $10.2M, representing 30.74% of circulating supply. The biggest impact to circulating supply this week, nearly one-third of float in seven days. 🪄 $WLD unlocks $19.2M, representing 1.17% of circulating supply. Still no product updates from my side. 👁️ $PUMP unlocks $15.1M, representing 2.86% of circulating supply. 🔓 $TRUMP unlocks $10.3M, representing 2.66% of circulating supply. No protocol treasury to absorb. 🗽 Macro CPI on Wednesday at 8:30 AM ET is the main event. Last Friday's NFP report was 172K vs 80K expected. 10-year yield at 4.71%, 30-year yield above 5%. A hot CPI shifts rate cut expectations and directly impacts risk assets. FOMC on June 16-17 with Wa... 📊