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$BTC broke below $77,000.
Strategy down with it. Treasury stocks move in lockstep when the market de-risks.

🇨🇳 Jensen Huang on Super Micro: "Ultimately, Super Micro has to run its own company."
Context: Taiwanese authorities detained 3 people for smuggling banned AI chips to China. Nvidia is distancing itself from downstream risk.

🇮🇷 Polymarket: "US x Iran permanent peace deal by May 31, 2026?" jumped 9pp in 24h.
Now priced at 36%. $4,641,506 24h volume.

Bitcoin ($BTC) spot demand contracting at its fastest pace since Jan 10.
Futures open interest still elevated. When spot dries up and leverage stays, the unwind tends to be fast.

🇺🇸 US oil producers are ramping up drilling after crude surged 40% amid Iran supply fears.
Approval ratings taking the hit. Production is the response.

🇺🇸 The GENIUS Act isn't just a crypto bill.
It mandates stablecoin issuers hold US Treasuries. $200B+ in stablecoin supply = forced dollar demand at scale.
De-dollarization crowd hasn't priced this yet.

JUST IN: 🇮🇷 Iran is now accepting Bitcoin ($BTC) as payment for vessel passage fees through the Strait of Hormuz.
20% of global oil trade flows through that chokepoint.

JUST IN: The end of a bromance: How the love was lost. and a court case decided. between Sam Altman and Elon Musk. Yahoo Finance

JUST IN: $320,000,000 in Bitcoin ($BTC) longs liquidated after the SEC delayed its tokenized stock exemption plan.
Crowd was positioned for approval. They got the opposite.

🇮🇷 $945,000,000 in leveraged bets wiped as Bitcoin ($BTC) drops below $75,000.
Iran strike fears doing what months of rate talk couldn't.

BREAKING: Bitcoin ($BTC) drops below $75,000

⚡ FLOWS: Hyperliquid launches HIP-4 outcome markets, bringing on-chain event trading to one of DeFi's fastest-growing perp platforms.

JUST IN: 🇺🇸 Matt Van Epps introduces the American Reserve Modernization Act of 2026 to make the National Bitcoin ($BTC) Reserve permanent.
Nashville's newest congressman. First bill: BTC.

JUST IN: A prediction market advocacy group backed by Kalshi just launched, with former White House Deputy Chief of Staff Taylor Budowich on board.
Political muscle entering the prediction market space.

🇺🇸 The dollar's at a 6-week high and rate hike talk is back.
That's the macro backdrop crypto's trading into right now.

Polymarket consensus locked: "Will Rand Paul win the 2028 Republican presidential nomination?"
No priced at 99% with $18,475,294 total volume.

JUST IN: Live markets: Bitcoin ($BTC) continues holding pattern near $77,000 ahead of Kevin Warsh taking over at Fed

Cap-weighted S&P up. Equal-weighted? Flat since the war started.
This rally is 6 stocks deep.