Saylor Adds More Bitcoin

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Good Morning,

Here's a quick preview of today's content: Kraken launches crypto perps trading, One indicted over crypto wrench attack in France, Pudgy Penguins NFT game shuts down, Brian Armstrong says bitcoin may have bottomed, Anthropic faces lawsuit over misleading pricing, and so much more

Happy Tuesday - 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 +16.11% Gannon's AI Fund is up +50.7%

• Bitcoin tops $67,000 to two-week high after Trump declares US-Iran deal complete

  • Crypto stocks surge as Iran ceasefire eases geopolitical fears, sending oil sliding and lifting equities

  • HYPE ETFs near $900M in volume

  • BTC mining difficulty drops -10% as crypto stays wary

• Bitcoin gives back some gains as SpaceX's post-IPO rally extends, with traders remaining skeptical

Prediction Markets

• Bettors on Polymarket are predicting Presidential election winner 2028?

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

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

• Elon Musk loses again to OpenAI as judge dismisses lawsuit (DC)

• Anthropic faces lawsuit over misleading pricing (DC)

• Ark Invest buys over $500M of SpaceX shares (CD)

• SpaceX IPO fuels $1.4B trading frenzy on Hyperliquid (TB)

• Brian Armstrong says bitcoin may have bottomed (CD)

• Strategy buys another 1,587 bitcoin for $100M (TB)

• Tom Lee's BitMine adds $139M in Ether (DC)

• Bitcoin Policy CEO calls Michael Saylor's promotion 'dishonest' (TB)

• CFTC hires SEC crypto task force adviser (CT)

• BitGo joins Fortune 500 with $16.2B revenue (BM)

• Solana treasury Forward Industries tries to acquire rivals (DC)

• Strive buys 73 Bitcoin for $4.7M (BM)

• Sui processes $65B in stablecoin transfers in five days (TD)

• Pudgy Penguins NFT game shuts down (DC)

• Ventuals winds down on-chain pre-IPOs (TD)

A Message from Defiance ETFs

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Meet SPCU, the Defiance 2X Long SpaceX ETF, built to deliver 2X the daily performance of SpaceX stock. One ticker, double the daily move, for traders who want to lean into the moment with conviction. SPCU is live today.

Know what you are trading. SPCU is a leveraged single-stock ETF that resets daily, built for short-term tactical use, not buy and hold. Here is what every desk on the Street is talking about: the company behind Falcon, Starship, and Starlink is finally public, and SPCU turns its daily move into a 2X trade in a single ticker. No options chain to leg into, no margin account to open, just clean tactical leverage on the most talked-about launch on Wall Street.

If you have been waiting years for a public market shot at SpaceX, the wait is over. SPCU is trading now.

• Distributor: Foreside Fund Services

• An investment in SPCU is not a direct investment in SPCX.

Venture Capital

• Paradigm leads $9M round for stablecoin app El Dorado (TB)

• TradingRazor, an AI trading platform, raises $1.5M led by Onebit Ventures, Gaea Ventures, and Blockin VC (PN)

Access the complete VC deal flow on Fundable.

M&A Announcements

• Tech payments firm Nuvei buys fintech Payoneer for $2.75B (BBG)

• Bitcoin-miner-turned-AI provider IREN acquires data center developer Nostrum (TB)

Launches

• Kraken launches crypto perps trading (TB)

Regulation

• Philippines issues stricter crypto listing rules (DC)

• Japan's Bitbank cracks down on Polymarket transfers (CT)

Cybersecurity

• One indicted over crypto wrench attack in France (DC)

• Aztec Connect exploited for $2.1M (CT)

Extra Reads

• Crypto's fiercest rivals signed a letter to the Senate with one shared plea: don't strip the Clarity Act's protections for developers, or risk pushing America's builders offshore - Here's why protecting crypto's builders is key to America's lead

Chart of the Day

Bitcoin whales stop selling and resume accumulation

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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.