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Welcome to daily issue of the Boba Brief Newsletter. This is last 24hrs in crypto, macro, ai & tech world
CRYPTO Brief
Bhutan moved 90 BTC which is $7M to a Segwit address, they currently hold $233.18M BTC, per Arkham.
BlackRock has been selling BTC every single day past week.
Crypto folks can now buy crypto directly with MoonPay inside ChatGPT, how cool is that, read more here.
Ethereum is not trying to become the fastest chain at any cost, instead they want to become more decentralized and trustworthy.
Georgian Government is ready to launch a Georgian Lari stablecoin called GELT with Tether.
According to Kalshi traders, Bitcoin is about to crash to $54,000 this year.
QBTC, a BTC index options has been approved by SEC to be listed on Nasdaq PHLX but currently needs CFTC approval.
Polymarket got banned in Indonesia, while they currently on a crackdown on all online betting platforms.
Hyperliquid announced that it now supports canonical outcome markets based on offchain events.
Hyperliquid flips DOGE by market cap, hyperliquid $15.88B and DOGE $15.69B.
Polygon has crossed $2.5T in cumulative stablecoin transfer volume.
Per Solana, 65% of agentic payments already run on their ecosystem. Bullish.
REAL WORLD Brief
Perplexity has built a tool that checks any infected software in your computer, without setting it off.
Brent Crude Oil fell 5% amid US and Iran negotiations about ending war.
Microsoft has started cancelling Claude Code licenses, per verge. They are stopping their employees to use Ai due to the rising cost. Standard Chartered on the other hand said, they will replace “lower value human capital” with AI.
Pope Leo XIV says the church will work together with Anthropic, per coinvo.
SpaceX is going public on Nasdaq and on Nasdaq Texas, which is brand new stock exchange launched at Alamo in March.
An AI data center has been approved in Utah which is massive and is said to be the size of Manhattan.
ESPORTS crashed 93% in a single day, wiping out over $110M in market cap and liquidating $4.72M in longs.
AI costs are rising, with OpenAI and Anthropic alone with over half of the entire 42T future cloud backlog held by Microsoft, Amazon and Google.
Ashton Kutcher is about to become the world richest actor, as his $30M investment into OpenAI which after IPO will be worth $3B.
Token consumption by AI agents is expected to surge 24x to 120 quadrillion token per month by 2030; driven by the rise of agentic AI, per Goldman Sachs.
TOP COINS in last 24hrs
NEAR Protocol, Solstice, ZIGChain, Hyperliquid, Venice Token, Pudgy Penguins, ZCash, Toncoin and more
COINS I am watching
TON $2.15 (near bullish boundary)
NEAR $2.77 (50% weekly price surge)


