WEEKLY BRIEF Jun 28–Jul 5, 2026

Headlines
• BlackRock to integrate Ethena's USDe into its $25T Aladdin investment platform
• Trump financial disclosure reveals $100M+ in BTC/ETH and $600M+ in memecoin earnings
• Financial giants (Visa, BlackRock, Coinbase) to launch OUSD stablecoin; Samsung and others clarify roles
• Robinhood launches Crypto Earn and TradFi perpetuals in Europe
• Standard Chartered initiates coverage of Morpho with a $60 price target
• Venice AI reaches unicorn status with $65M Series A at $1B+ valuation
• Strategy raises $1.2B for USD reserve and authorizes $1B buyback program
• DefiLlama severs connection to DLNews following sale to external buyer
• Securitize lists on the NYSE under ticker SECZ
• VALR becomes first CEX to integrate Hyperliquid as onchain perpetuals infrastructure

Weekly ETF Flows
• BTC: -$526.1M net outflows
• ETH: -$13.7M net outflows
• SOL: +$5.7M net inflows
• HYP: +$4.3M net inflows

Exchange Listings
• Bithumb: $CAP (spot), $MPLX (spot), $NEX (spot)
• Upbit: $AI (spot, KRW), $MPLX (spot), $NEX (spot)
• Binance: $OPG (hodler airdrops), $GRAM (futures), $DATAIP (futures)

Regulatory
• SEC Chair Atkins signals historic steps to move US markets onchain
• Bybit ceases all services to users in the European Economic Area
• Binance and CZ sued for $200M by British investors
• US Commerce expected to lift export controls on Anthropic's Fable

Market Flows
• US spot crypto ETFs saw $6.3B net outflows in H1 2026, led by Bitcoin redemptions
• Crypto payments company Mesh raising funding round at $2B valuation
• eToro leads $12.5M funding round for Extended; plans Zengo perpetuals integration
• Hyperliquid and trade.xyz charts go live on TradingView
• AMAT listed on Hyperliquid HIP-3 via trade.xyz
• SpaceX shares recover as Polymarket odds on July IPO price shift

🚨 @summerfinance_ has been exploited for $6M

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STRATEGY BTC HOLDINGS DECREASES BY 3,588 BTC (~$225.606M) TO 843,775 BTC: WEBSITE

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STRATEGY SELLS 3,588 BTC OVER PAST WEEK: WEBSITE

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TRUMP, ON WHETHER TRUMP ACCOUNTS COULD INCLUDE BITCOIN: SOMETHING COULD HAPPEN - RTRS

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$GROVE listed on Coinbase spot

via @NewListingsFeed

$20M OF BONK TOKENS DRAINED FROM ITS DAO VIA GOVERNANCE ATTACK, HAS STARTED TO BE SENT TO EXCHANGES: X

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FORMER TETHER CIO RICHARD HEATHCOTE TO SELL 1.26% STAKE

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ETF Flows: 06 Jul 2026

🟢 Bitcoin ETFs: $265.7M net inflows

🟢 Ethereum ETFs: $20.7M net inflows

🟢 Solana ETFs: $8.4M net inflows

🟢 Hyperliquid ETFs: $8.4M net inflows

$GROVE soon on Bybit spot — Trade now

via @NewListingsFeed

$OPG listed on Upbit spot (KRW)

via @NewListingsFeed

$ICNT listed on Bithumb spot

via @NewListingsFeed

$GROVE listed on Bybit spot — Trade now

via @NewListingsFeed

CHINA MULLS RESTRICTING OVERSEAS ACCESS TO TOP AI MODELS: BBG

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COINBASE MARKETS LAUNCHES PRE-IPO PERPETUAL CONTRACTS FOR OPENAI, ANTHROPIC

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$GRVT added to Coinbase roadmap

via @NewListingsFeed

ETF Flows: 07 Jul 2026

🟢 Bitcoin ETFs: $21.5M net inflows

🟢 Ethereum ETFs: $26.9M net inflows

🟢 Solana ETFs: $1.7M net inflows

🟢 Hyperliquid ETFs: $4.3M net inflows

BNB CHAIN IS BUILDING A NEW L1, WITH SUB-50MS TRANSACTIONS AND 100K TPS, AIMING TO LAUNCH ON TESTNET IN 2026: THE BLOCK

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CRYPTO-FOCUSED VC FIRM PARADIGM RAISES $1.2 BILLION FOR AI BETS: BBG

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NIUM BUYS CYPHER FOR CRYPTO CARD PUSH: AXIOS

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