AssembleAi

SpaceX proposes a $55B initial investment to build a Texas semiconductor factory for the Terafab project, with total capital investment potentially reaching $119B if later phases are completed.

Peter Schiff brands MicroStrategy a Ponzi and Bitcoin a pyramid; says Saylor would pause STRC dividends before selling Bitcoin if payouts fail.
Abstract: This brief summarizes Schiff's criticisms, including calling MicroStrategy a Ponzi scheme and Bitcoin a hybrid pyramid scheme, and his claim that Michael Saylor would suspend STRC dividends rather than liquidate Bitcoin reserves if payouts become unsustainable.

Summary: KelpDAO plans to migrate to Chainlink CCIP, blaming LayerZero's infrastructure for a $292M hack, and replacing LayerZero's OFT with CCIP to reduce single points of failure and boost cross-chain security.
Abstract: KelpDAO intends to transition from LayerZero's OFT to Chainlink's CCIP following a $292 million hack it attributes to LayerZero's internal issues. The change aims to lessen single points of failure and strengthen cross-chain security.

Pakistan sources said U.S.-Iran talks appear to be showing promise. The talks were reportedly mediated through Pakistan and are expected to produce tangible results.

Pakistani sources said the United States and Iran are nearing a single-page memorandum to end the conflict.

Five experts say stablecoins are crypto’s clearest real-world use case as supply hits about $316B; cross-border payments, treasury management, and dollar access drive adoption, aided by clearer U.S. regulation.

Bitcoin near 82,000 as U.S.–Iran peace talks boost risk appetite; WTI down 6% to $95.28; Nasdaq futures higher after Axios says Washington and Tehran near a one-page MoU to end the war.
Abstract: This brief market update highlights a risk-on shift driven by reports of progress in U.S.–Iran peace talks. It notes Bitcoin trading near 82,000, crude oil sliding to about $95 per barrel, and stock futures advancing as markets anticipate a potential memorandum of understanding that could help end the conflict.

Arthur Hayes said ZEC's target price is 10% of Bitcoin's price. Arthur Hayes said ZEC still has significant room for growth in a post on X.

WTI crude oil fell 8.00% intraday to $95.33 a barrel. Brent crude oil dropped 7.40%, fell below $101 a barrel, and reached its lowest level since April 27.

Abstract: Analyst DonAlt states Bitcoin would turn "full blown bullish" above $87,000, notes a clear uptrend after February’s dip to about $60,000, and considers sideways trading his worst-case scenario.
Summary: Analyst DonAlt says Bitcoin would turn bullish above $87k, notes a clear uptrend after February’s drop to about $60k, and warns sideways trading as his worst-case scenario.

Evernorth seeks a Nasdaq listing via XRPN through a merger with Armada, backed by a 473 million XRP treasury (~$656M); EGRAG Crypto maps XRP targets of $183 and $300 with cycle windows in 2027 and 2028.
Abstract: The note summarizes Evernorth's second S-4 filing signaling a Nasdaq debut via XRPN in a merger with Armada Acquisition II, backed by a 473 million XRP treasury valued around $656 million. It also covers EGRAG Crypto's price ladder projections for XRP at $183 and $300, with cycle windows in April 2027 and April 2028.

Summary: Zcash jumped ~30% in a session to a 2026 high around $550, then settled near $545. It more than doubled the month and led the top gainers among the 100 largest coins on CoinGecko.
Abstract: Zcash rose almost 30% in a single session to a 2026 high near $550, then eased to about $545. The monthly rise more than doubled its value, making it the top gainer among the 100 largest cryptocurrencies on CoinGecko.

SC Ventures’ $150M investment in GSR, valuing it above $1B, backs a plan to bridge traditional finance with digital assets and expand tokenization. They intend to build scalable, regulated crypto market infrastructure after Luxembourg custody launch.
Abstract: SC Ventures, Standard Chartered's venture arm, led an investment in GSR valued at over $1 billion, with Bloomberg reporting a $150 million deal. The partnership aims to bridge traditional finance and digital assets, expanding access to tokenization. The two firms plan to build scalable, regulated market infrastructure for crypto services. The move follows Standard Chartered's January 2025 launch of digital asset custody in Luxembourg and the addition of spot Bitcoin and Ether trading for institutional clients last summer.

Michaël van de Poppe said Bitcoin could climb to $90,000 in the short term. Van de Poppe pointed to sustained bullish momentum and continued spot ETF inflows as support for that view.

Bitcoin back above $80,000, sparking debate whether the move signals strength or a correction; wallet activity at 2-year lows flags fragility, while Sunday net realized profits of $207.56M could sustain an uptrend.
Abstract: Bitcoin rose above $80,000 for the first time in three months, prompting mixed views on whether the move indicates renewed strength or a pending correction. Santiment notes two-year lows in wallet activity as a fragility signal, but Sunday realized profits of $207.56 million could support a continued uptrend.

A draft U.S.-Iran agreement would halt Iran's nuclear enrichment, unfreeze billions in Iranian assets via sanctions relief, and lift restrictions on passage through the Strait of Hormuz.

Goldman Sachs' FICC team, led by Anshul Sehgal, trimmed its domestic equity view from 9 to 7 on the 10th, while maintaining AI exposure, rotating into energy and defense, and avoiding fixed income.