Starknet gives back nearly half its gains after governance shifts toward Layer 1; Pump.fun and Raydium fall over 25%
Event: A Starknet governance vote would turn the network into an L1, reversing the 88% gain from the previous week; memecoins broadly pull back.
Tokens involved: $STRK、$PUMP 、$RAY
Technical notes: Sharp divergences across sub-narratives; token delistings and governance shifts can trigger steep drops.
Monero rises about 10% to 590 as privacy coins diverge
Event: Monero and Zcash move in opposite directions, as the market starts trading based on privacy design rather than the sector as a whole; ZEC also strengthens.
Tokens involved: $XMR 、$ZEC
Technical notes: Privacy coins are moving independently; monitor regulatory compliance and exchange delisting risks.
Strategy (MSTR) adds 267 BTC; Bitmine's ETH treasury reaches 6.04 million
Event: Corporate treasuries continue to accumulate. Bitmine holds about 4.9% of ETH in circulation, nearing its 5% target, with strategic buying providing structural support.
Tokens involved: BTC、ETH、MSTR、BMNR
Technical notes: Treasury buying offsets ETF outflows, but MSCI could exclude treasury companies such as Strategy, creating technical selling pressure.
Event: A Starknet governance vote would turn the network into an L1, reversing the 88% gain from the previous week; memecoins broadly pull back.
Tokens involved: $STRK、$PUMP 、$RAY
Technical notes: Sharp divergences across sub-narratives; token delistings and governance shifts can trigger steep drops.
Monero rises about 10% to 590 as privacy coins diverge
Event: Monero and Zcash move in opposite directions, as the market starts trading based on privacy design rather than the sector as a whole; ZEC also strengthens.
Tokens involved: $XMR 、$ZEC
Technical notes: Privacy coins are moving independently; monitor regulatory compliance and exchange delisting risks.
Strategy (MSTR) adds 267 BTC; Bitmine's ETH treasury reaches 6.04 million
Event: Corporate treasuries continue to accumulate. Bitmine holds about 4.9% of ETH in circulation, nearing its 5% target, with strategic buying providing structural support.
Tokens involved: BTC、ETH、MSTR、BMNR
Technical notes: Treasury buying offsets ETF outflows, but MSCI could exclude treasury companies such as Strategy, creating technical selling pressure.