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Wu said he learned that Fundstrat founder Tom Lee posted that the relative performance of “AI downstream” assets continues to strengthen, with Ethereum (ETH) expanding its relative excess return over the DRAM ETF to 7,200 basis points (i.e., 72 percentage points) over the past month. Specifically, ETH rose 24% during the period, while the DRAM ETF fell 38%. https://t.co/2Cwkb8tD6m

Lol wut, excluding $BTC?

🇺🇸 Lawsuit Filed to Block Illinois Digital Asset Tax Act The Digital Chamber has filed a lawsuit against Illinois' new Digital Asset Tax Act, seeking to block it before the law takes effect in 2027.

MSTR at 1.035× CEBE mNAV is about as derisked as this animal gets. At $100.88, you’re paying only 3.5% above current CEBE NAV after cash, debt and preferred claims are properly accounted for. MSTR does not need to issue a single additional share to acquire Bitcoin, and it does not need to buy another satoshi, for the torque to work. The model holds its 843,775 BTC completely flat. If Bitcoin rises 50.9% to $100,000, modeled CEBE NAV/share reaches $166.22. If MSTR’s entire premium disappears and it trades at exactly 1.00× CEBE NAV, the stock still returns +64.8%, beating Bitcoin by nearly 14 percentage points. If today’s tiny 1.035× premium survives, MSTR reaches $172.00 for a +70.5% return. The ending mNAV can compress all the way to 0.916×, an 8.4% discount to CEBE NAV, and MSTR still matches Bitcoin. No additional Bitcoin. No multiple expansion. No equity issuance needed to acquire more Bitcoin. The market can murder the premium, bury it behind the shed, and MSTR still outruns spot Bitcoin.

$JIMOTHY is knocking on the door of 30M. Now give me 100M MC. https://t.co/KjYeyaJqUO

According to DeFiLlama data, since November last year, the daily revenue of Movement on-chain apps has consistently been under $800, while on-chain daily fees have remained in single digits, with the past 24-hour fee at only $1. However, Movement's total funding reached $141.4 million; its current FDV is $107 million, having dropped over 99% from its peak. Movement has now filed for bankruptcy. https://t.co/sQ6L11DFRr

I haven't felt this bullish since late March/early April. Gut feel but the charts are also backing it tonight. I think we're in for some good times for the rest of the summer.

GM Brothers and Sisters ✅Bitcoin Shows Strong Price Momentum: Bitcoin continued to rise, approaching the $67,000 level and nearing its seven-week high. Despite geopolitical and macroeconomic pressures, it moved in tandem with resilient US stocks, extending the upward momentum from earlier in the day. ✅Markets Ignoring Major Headwinds: US-Iran Conflict Escalation: Iran retaliated against the US by striking Amazon facilities in Bahrain, while the Strait of Hormuz oil route remained closed. This pushed WTI crude oil prices to a one-month high. Trump’s Tariff Plans: US President Donald Trump is planning to introduce new 10% international trade tariffs, following 50% tariffs imposed on Canada earlier this week. ✅Optimistic Trader Sentiment: Markets are “pricing in peace,” with expectations that these risks will ultimately resolve in favor of the markets. Analyst Caleb Franzen expressed strong confidence in the near-term trend for the S&P 500, stating there is “zero fear, concern, or worry.” ✅Cautious Analyst Warning: Keith Alan, co-founder of Material Indicators, noted that despite a “golden cross” between the 21-day and 50-day moving averages, Bitcoin remains in a bear market. The macro trend will only be challenged if Bitcoin reclaims its 21-week simple moving average. There is currently “no real resistance” until around $67,250. －－－－－－－－－－－－－－－－ Plan accordingly & Choose wisely ✨May your life radiant with Bitcoin✨ bitcoin:native

Tom Lee: AI funds are rotating from storage chips to Ethereum Bitmine chairman Tom Lee said AI funds are shifting from the storage chip sector to Ethereum. Data shows that since June 25, the relative performance gap between Ethereum and the storage chip ETF (DRAM) has widened to 72 basis points: Ethereum is up 24%, while the DRAM ETF is down 38%. Lee pointed out that applications such as BlackRock’s tokenized fund BUIDL and Robinhood Chain are built on Ethereum, supporting its institutional bullish logic. The DRAM ETF was launched in April this year and attracted $6.5 billion in 27 trading days, setting the record for the fastest ETF issuance.