Bitcoin support $108,500, resistance $116,200; reclaiming $114,000 is the base for a move higher; $115,600 remains the tactical gate for the bullish market.
Mid-tier wallets 100–1,000 BTC continue to accumulate; BlackRock bought over $1 billion of BTC last week; U.S. government holdings now roughly $22.95 billion in BTC and $803.26 million in ETH.
S&P 500 hit 6,600, up roughly 36% since April lows; Fed cut odds remain high (CME ~93.4% for 25 bps).
Bitcoin spot ETFs recorded a weekly net inflow of $2.34 billion, Ethereum spot ETFs $638 million, both ending last week in the green.
Solana treasury buys and a rising altcoin-season index (84) keep high-beta exposure attractive but riskier.
From a misconfigured bridge to seized assets on Arbitrum, the Kelp–LayerZero fallout lays bare how quickly “non-custodial” systems revert to human discretion under stress.
Korea Investment & Securities is in parallel discussions to buy an equal share, as financial firms rush to consolidate South Korea's smaller exchanges before a new 20% ownership cap takes effect.
The deal makes South Korea's Hana Financial the fourth-largest shareholder in Dunamu and comes with an MOU covering won-backed stablecoins, blockchain remittances and a joint wealth management product, while handing Kakao a roughly 300x return on its original investment.
Both exchanges grew adjusted revenue year-over-year and posted large GAAP losses driven by non-cash items, while signalling deeper moves into derivatives, tokenization and agentic trading.
