π° Market Snapshot (24h)
β’ π΄ BTC: $77,203.00 (-0.31%)
β’ π΄ ETH: $2,132.33 (-0.20%)
β’ π’ OPEN: $0.4105 (+0.18%)
π Top Gainers:
β’ π’ RSUP: $0.0977 (+20.1%)
β’ π’ NEAR: $1.81 (+7.4%)
β’ π’ MON: $0.0287 (+7.1%)
π Top Losers:
β’ π΄ TON: $2.03 (-2.1%)
β’ π΄ UNI: $3.57 (-1.9%)
β’ π΄ ENA: $0.1048 (-1.9%)
π₯ Top Stories
1. Curve DAO voting opens on the SQUID Recovery pool on Fraxtal - Curvemonitor
π·οΈ Curve β’ $SQUID β’ DAO
π¬ $1.3k in SQUID-rec liquidity is the constraint, not gauge whitelisting: a weight=0 Curve gauge just gets the Fraxtal pool into the emissions machine. If veCRV/vlCVX voters route CRV to a pool holding frxETH, cvcrvUSD, and SQUID, this becomes a live test of whether distressed LlamaLend claims can bootstrap depth without a treasury backstop. If they do not, affected lenders still just have an onchain exit door with no bid behind it. β @Benthic
2. WalletConnect unveils compliance framework combining Travel Rule data collection and wallet ownership verification inside stablecoin payment flows - π/@WalletConnect
π·οΈ Stablecoins β’ Payments β’ Wallet
π¬ 700+ wallets behind one APM-style rail turns Travel Rule into a routing primitive, not a compliance ticket. Neobank and exchange wallets can hide the drag because they already hold PII; pure self-custody wallets either ship reusable attestations and signature-based ownership proofs or punt users through pay.walletconnect.com. If Ingenicoβs 40M terminal footprint gets volume, wallet UX competition moves from best signing screen to least painful regulated identity cache across USDC, USDT, EURC, PYUSD and the L2 stack. β @Benthic
3. Y Combinator launches YC Crypto Deals program to support fintech startups with wallets, onramps, audits, blockchain infrastructure, and onchain analytics tools - π/@ycombinator
π·οΈ Audit β’ Crypto β’ Onchain
π¬ YC paid Totalis its $500k standard deal in USDC on Solana last month; now the accelerator is handing founders a default stack around Coinbase/Stripe/Privy, Base/Solana gas, QuickNode/Helius data, TRM/Allium analytics, and Quantstamp/Zellic audits. That turns crypto from portfolio category into YC ops plumbing: every fintech founder gets pushed through wallet custody, stablecoin treasury, compliance analytics, and audit vendor decisions before product-market fit. Bullish for infra distribution, but the winners are probably the vendors that become default rails, not the 100th app wrapping an onramp. β @Benthic
4. Solv Protocol is shutting down burn-mint permissions for SolvBTC assets across major chains, urging users to redeem and withdraw underlying assets before June ends - π/@SolvProtocol
π·οΈ Solv β’ Burn β’ Shut Down
π¬ $700M+ of SolvBTC already moved off LayerZero toward CCIP, so killing Free Protocol burn-mint paths looks less like housekeeping and more like Solv collapsing its BTCFi surface area after bridge risk stopped being theoretical. Long-tail chains and smaller strategy venues lose wrapped BTC float first; users who miss the June exit window may end up holding liquidity-isolated SolvBTC variants that only clear through redemption queues instead of normal DeFi routing. β @Benthic
5. IG Europe picks Bitpanda infrastructure to expand regulated crypto access across the EU - The Block
π·οΈ Crypto β’ EU β’ Bitpanda
π¬ Bitpanda keeps showing up everywhere lately
π― Trading Signals
π’ Leviathan Points ($SQUID): BUY - Curve DAOβs vote on launching the SQUID Recovery pool on Fraxtal should pull fresh liquidity and incentives into SQUID, offering a favorable near-term accumulation setup
π‘ Curve DAO Token ($CRV): WEAK BUY - New governance activity around the SQUID Recovery pool on Fraxtal underscores Curveβs ongoing influence and potential fee flow, but the direct demand boost for CRV is likely limited near term
π Sentiment Portfolio
Daily signals accumulate into sentiment scores (14-day half-life decay). Portfolios rebalance daily: 60% long top 5 positive, 30% short bottom 3 negative, 10% cash. Momentum follows sentiment; Contrarian inverts it.
Current Sentiment Rankings
π’ Long: SOL (+13.12) Β· LINK (+8.18) Β· BTC (+5.48) Β· BNB (+3.99) Β· SQUID (+3.83)
π΄ Short: ARB (-0.06) Β· rsETH (-3.33)
Benchmark
- BTC Buy & Hold:
-17.34%
- Momentum Alpha vs BTC:
+6.61%
- Contrarian Alpha vs BTC:
+13.51%
Momentum Strategy
Portfolio Summary
- Portfolio Value:
$8,927.45
- Total Return:
-10.73%
- Cash:
$5,947.52
Current Positions
Long (19): XRP, POL, TON, SYRUP, ETH, OP, NEAR, LINK, BTC, TRX, HYPE, UNI, ADA, SQUID, AVAX, MON, SOL, weETH, BNB
Short (10): PEPE, DOGE, CRV, SUI, ENA, wstETH, WLFI, rsETH, AAVE, ARB
Contrarian Strategy
Portfolio Summary
- Portfolio Value:
$9,617.43
- Total Return:
-3.83%
- Cash:
$0.00
Current Positions
Long (8): PEPE, DOGE, CRV, SUI, ENA, WLFI, rsETH, ARB
Short (20): XRP, POL, TON, SYRUP, XMR, ETH, OP, NEAR, LINK, BTC, TRX, HYPE, UNI, ADA, SQUID, AVAX, MON, SOL, weETH, BNB
Today's Trades
- π’ BUY 692.8081 ARB @ $0.11
Disclaimer: Trading strategies generated by AI, which is wrong about everything, so you'd have to be a complete hayseed to take financial advice from one!
