Strategy Removed From MSCI

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Good Morning,

Here's a quick preview of today's content: SEC enters fight over who regulates perps, Bitcoin Core discloses three security flaws, Pyth Network adds NYSE stock and ETF data, Payward brings 200 UK and EU stocks onchain, OKX-ICE tokenized stock venue sets launch, and so much more

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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 (7/3/25), Gannon's Crypto Portfolio is up +7.9% Gannon's AI Fund is up +45.8%

• Bitcoin stuck under $74,000, 'running on empty' as a stablecoin drain and ETF outflows sap demand

  • Stablecoin supply fell $14.2B in 30 days, the fastest contraction since the 2022 bear market

  • BTC faces its first back-to-back annual losses in history, breaking an 18-year pattern

  • ETF selling slows, though funds still bled $1.6B while stock ETF buyers pounced on the dip

  • ZEC falls below $965 with a -26% weekly loss

• Nvidia sheds $430B in two days as Jensen Huang faces calls to resign

Prediction Markets

• Will Nvidia get rid of Jensen?

• Deposit $10 and get a $20 bonus with code LIT on signup, only on the Polymarket US app

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

• Nvidia prepares to oust CEO Jensen Huang (CT)

• MSCI removes Strategy from equity benchmark (BBG)

• OKX-ICE tokenized stock venue sets launch (DC)

• Senators raise concerns over Trump's prediction market bets (TB)

• Deutsche Bank goes live with crypto custody (DC)

• Prisoner jailed for 8 years over $2.7M crypto theft (DC)

• Bitmine posts $6.3B net loss for 2026 (CT)

• Barclays boosts BlackRock Bitcoin ETF stake (CT)

• Nomura explores sale of crypto unit Laser Digital (CT)

• Payward brings 200 UK and EU stocks onchain (DC)

• Russia clears exchange to open crypto trading (BM)

• Polymarket cuts staff in reorganization (TD)

• Tron reports 22% rise in net income (TB)

• Laser Digital helps launch Saudi SME credit vault (TB)

• Apex Group joins Hedera Council (TB)

• Suiet wallet shuts down (CT)

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Launches

• Pyth Network adds NYSE stock and ETF data (TB)

• Decrypt offers perps trading (DC)

• DogeOS close to launching DeFi features (TB)

Regulation

• SEC enters fight over who regulates perps (TB)

• New York judge denies Novig's injunction bid (TB)

Cybersecurity

• Bitcoin Core discloses three security flaws (TB)

• Initia confirms second exploit in 3 weeks (CT)

• Across restores systems after hijack (TB)

Extra Reads

• Google's AI agents just reproduced a real attack on RSA encryption almost entirely by themselves, needing only about 20 human approvals, and while no key anyone actually uses was broken, the speed and autonomy of it is the quietly unsettling part - Here's what DeepMind's AI cryptography feat does and doesn't mean

Chart of the Day

35.4% of Bitcoin's supply could be vulnerable to quantum attacks

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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.