💣 Does War Hit Your Wallet!?

Wait, what just happened?! The U.S. just bombed 3 nuclear sites in Iran. Bitcoin tanked under $100K. Iran fired back. The Strait of Hormuz might get shut. Oil’s spiking. Gold’s flying. And the whole world is now holding its breath…

Here’s what we got for you today:

• ⭐ 5 Things You Shouldn’t Miss

• 🟠 Bitcoin Corporate Grab is Getting Wild, 2.8% of …

• 🚀 Token Sale $PUMP: Golden Opportunity or Exit Li …

• 🤡 Meme Of The Day

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⭐ 5 Things You Shouldn’t Miss

🚨 US joins Iran-Israel war by launching airstrikes on 3 major nuclear sites in Iran. Iran’s parliament is now threatening to shut down the Strait of Hormuz, a key global oil route. $BTC.X ( ▲ 1.63% ) dropped from $106K → $98.2K, later bounced to $101K. Ethereum fell to ~$2,100, other altcoins (SOL, XRP, DOGE) slid 8–10%. Panic, then some bottom fishing.

📉 James Wynn goes full bear on Bitcoin, shorting with a $93K–$95K target. The current long thesis relies on global liquidity, but not from USD-based systems, which he sees as shaky ground. Wynn even floated a theory: The US might be planning a “black swan” event to crash $BTC.X ( ▲ 1.63% ) , only to buy back in at lower prices. Crazy? Maybe.

Adding to my short here with SIZE.

Short term: $93k-$95k remains the target 🎯

With the possibility of other countries joining the fight, we could go much lower. It amazes me how CT is underestimating exactly what is going on in the world.

Even aside from the wars. USA has

— James Wynn (@JamesWynnReal)
7:09 AM • Jun 22, 2025

🗓️ The much-hyped token sale from pump.fun has officially been pushed back to July. Originally set for June 25, the launch has been delayed multiple times, now again, without a clear reason. The platform already made $700M+ in just 2 years. Yet no tokenomics. That combo of high fundraising goals + vague details is rising doubts in the community.

Exclusive: The Pumpfun token auction and listing, originally scheduled for June 25, has been postponed again and is now expected to take place in mid-July.

Sources familiar with the matter disclosed that since Pumpfun began planning to issue and auction tokens late last year,

— Wu Blockchain (@WuBlockchain)
1:36 PM • Jun 20, 2025

👁️ Reddit might use World ID, the iris-scanning tech from Sam Altman’s Worldcoin. You stay anonymous, but Reddit could block spammy bot accounts more effectively. But scanning people’s eyeballs is… intense, and not everyone’s on board. Reddit has also dabbled in crypto before so this wouldn’t be its first Web3 experiment.

NEW: REDDIT IS CONSIDERING USING WORLD ID – “ACCORDING TO TWO PEOPLE FAMILIAR WITH THE MATTER, WORLD ID COULD SOON BECOME A WAY FOR REDDIT USERS TO VERIFY THAT THEY ARE UNIQUE INDIVIDUALS WHILE REMAINING ANONYMOUS ON THE PLATFORM” – PER SEMAFOR

— DEGEN NEWS (@DegenerateNews)
3:49 PM • Jun 20, 2025

📈 Altcoin ETFs are likely coming with up to 95% approval odds in 2025 for $LTC.X ( ▲ 1.76% ) , $SOL.X ( ▲ 1.53% ) , $XRP.X ( ▲ 0.98% ) , and a multi-asset altcoin index ETF. The SEC deadlines for these decisions fall mostly between October–November 2025, though some bullish predictions expect Solana’s ETF to be greenlit as soon as July.

NEW: @EricBalchunas & I are raising our odds for the vast majority of the spot crypto ETF filings to 90% or higher. Engagement from the SEC is a very positive sign in our opinion

— James Seyffart (@JSeyff)
5:44 PM • Jun 20, 2025

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🟠 Bitcoin Corporate Grab is Getting Wild, 2.8% of all BTC Existed in 1 Place

Did you know one single company now holds 2.8% of all Bitcoin in existence?

We’re in the middle of a Bitcoin accumulation wave from public companies. According to new data, BTC holdings by public firms have jumped 160% year-over-year, and the pace is only picking up.

1️⃣ Companies are Going All-in on Bitcoin and Fast

2025 is officially the year of corporate Bitcoin accumulation. According to CoinDesk, public companies now hold a record 809,100 BTC, up 160% from just 312,200 BTC in May 2024.

Just this year alone:

• Over 196,000 BTC were scooped up by companies

• That’s 3x more than the new BTC mined in the same time (~60,000 BTC)

*** NOTE: In 2025, public corporations already bought

*checks notes*

3.3 x times the amount of new supply in 2025.

Already exceeds the est. annual supply of 164,250 BTC.

— André Dragosch, PhD⚡ (@Andre_Dragosch)
1:53 PM • May 13, 2025

This has triggered major FOMO, with businesses rushing to grab BTC before the supply tightens even more. Why are they doing it?

• Diversify treasury reserves

• Hedge against inflation

• Boost shareholder value as crypto gains momentum

A big unlock: New U.S. accounting rules (FASB/ASU 2023-08) now let firms record actual BTC gains/losses on balance sheets, removing a major legal headache.

Meanwhile, supply on exchanges is shrinking fast:

• 400,000+ BTC have exited exchanges in H1 2025

• Only 2.4M BTC left on exchanges globally

The Bitcoin corporate adoption wave is real. As of now, at least 116 public companies have $BTC.X ( ▲ 1.63% ) on their balance sheets. Some of the most notable names include:

• Strategy (formerly MicroStrategy)

• Metaplanet

• GameStop

• KULR

• Semler Scientific

• …and many more

2️⃣ Strategy Still Leads the Pack

As of June 15, 2025, it holds over 582,000 BTC, that’s 2.8% of all Bitcoin in existence. Strategy has been buying since 2020 using convertible bonds, stock sales, and other funding methods.

🚨 UPDATE: BlackRock’s $IBIT now holds 601,208 $BTC worth around $57 billion.

That’s 2.8% of all the Bitcoin that will ever exist.

— Cointelegraph (@Cointelegraph)
6:00 AM • May 1, 2025

In December 2024 alone, it added 45,370 BTC. The bet has paid off (so far):

• $MSTR ( ▼ 1.72% )  stock is up 150% over the past year (since June 2024)

• Investors seem confident in their Bitcoin-first strategy

But there’s a catch: As BTC price rises, buying more gets expensive. Strategy may need to raise more funds, which could mean share dilution down the line

3️⃣ Metaplanet is Becoming Japan’s Version of Strategy

Once a hotel company, Metaplanet has fully pivoted into a Bitcoin accumulation strategy, and it’s now the largest BTC-holding company in Asia.

On June 6, 2025, it bought 1,088 BTC at an average price of $108,400/BTC, spending $118M.

As of June 23, 2025, Metaplanet holds 11,111 BTC and has just revealed a bold new goal: 100,000 BTC by end of 2026. (This is a massive jump from its previous 21,000 BTC target)

JUST IN: 🇯🇵 Metaplanet added 1,111 BTC to its treasury for ~$118.2M at $106K/BTC.

Total holdings: 11,111 $BTC 📈

— DeFAI Alpha (@defaialpha)
4:11 AM • Jun 23, 2025

To fund this, the company is issuing stock acquisition rights, allowing them to sell up to 555 million shares to raise capital for more BTC buys.

And it’s working:

• Metaplanet’s stock has soared 1,700% in just one year

• Market cap grew from $13M → $5.5B

This shows how a strong Bitcoin narrative, paired with aggressive treasury strategy, can completely transform a company’s identity and valuation.

4️⃣ GameStop Joins the Bitcoin Race, and It’s Playing Big

On June 13, 2025, GameStop, yes, the same video game retailer, announced a bold move to expand its Bitcoin reserves by issuing $2.25 billion in convertible bonds.

🚨 BREAKING: GameStop ($GME) SEC 8-K Confirms Completion of $2.25B Convertible Note Offering 🚨

Filed June 17, 2025…and it’s a financial nuke.💥

Let’s break it down: 👇

🧾 Key Offering Terms:
• Size: $2.25B in 0.00% Convertible Senior Notes (due 2032)
• Additional Option:

— Wiz888999 (@ODB123)
9:39 PM • Jun 17, 2025

This comes just two weeks after GameStop revealed it had bought 4,710 BTC worth about $513 million.

It’s part of a bigger plan: In April, the company publicly committed to building a Bitcoin treasury, signaling a major shift in strategy beyond retail and meme-stock hype.

According to Bitcoin Treasuries, GameStop now ranks #13 among all public companies in terms of Bitcoin holdings.

Matt Hougan, CIO at Bitwise, says we’re just getting started. He believes hundreds of companies will start holding Bitcoin as a reserve asset in the next 6 to 12 months.

NEW: Thousands of companies will put Bitcoin on their balance sheets. It’s the first innings of a mega trend – BitWise CIO

— Bitcoin Archive (@BTC_Archive)
8:42 AM • Jun 11, 2025

He calls it a “high-impact megatrend that’s still underappreciated”, one that could seriously shape Bitcoin’s market path.

According to Bernstein, if this keeps up, businesses could allocate $330B into Bitcoin by 2029. That’s no small chunk of change.

David Duong from Coinbase warns this wave of corporate adoption could create systemic risk in the crypto space.

• If companies buy BTC using convertible bonds, they might be forced to sell when those bonds mature

• That could trigger massive liquidations across the market

5️⃣ Ethereum is Now the Next Big Treasury Play

On June 13, 2025, SharpLink Gaming made headlines by becoming the largest public holder of Ethereum, after buying 176,271 $ETH.X ( ▲ 0.79% )  worth $463 million.

Earlier this month, the company raised $450M from major crypto investors – including ConsenSys, Galaxy, and Pantera Capital – to fund this ETH acquisition.

Fun fact: Joseph Lubin, Ethereum co-founder and ConsenSys CEO, is also Chairman of SharpLink’s board.

What’s SharpLink doing with all that ETH? Over 95% is either staked or in liquid staking platforms. That means they’re earning passive income and helping secure the Ethereum network

The market loved it, at first. SharpLink’s stock jumped 2,600% by late May

BREAKING 🚨SHARPLINK GAMING RAISES $425M TO BUY $ETH FOR ITS TREASURY

THEIR STOCK PRICE JUMPED BY OVER 200%

— That Martini Guy ₿ (@MartiniGuyYT)
12:50 PM • May 27, 2025

But then fell nearly 90% from its peak shortly after. Before this, Coinbase held the top spot for ETH reserves among public companies with 115,700 ETH.

Compared to Bitcoin, Ethereum adoption among corporates is still small, but it’s gaining traction, especially with the added yield from staking.

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🚀 Token Sale $PUMP: Golden Opportunity or Exit Liquidity Trap?

Pump.fun, the viral memecoin launchpad on Solana, is making headlines again with a $4 billion token sale. But every single token in the public sale will be unlocked on day one. That’s either an investor’s dream… or their nightmare.

We’ll break down what’s happening, and whether $PUMP is the next big crypto opportunity or just another high-risk gamble for you!?

1️⃣ Overview: What is Pump.fun?

Launched in early 2024, Pump.fun was the first platform to popularize the “memecoin launchpad” model, making it possible for literally anyone to launch a tradable token in minutes, with zero coding skills or upfront capital.

Using a bonding curve and fair launch model, pump.fun exploded fast, becoming a major player in the Solana ecosystem.

1/ @pumpdotfun has built one of crypto’s largest trading platforms—launch a token in seconds, no code or wallet setup required.

Powered by Privy’s seamless onboarding + <20ms one-tap trades, they’ve onboarded millions and enabled $1B+/week in volume.

Let’s dive in 🧵

— Privy (@privy_io)
2:58 PM • May 30, 2025

In just 6 months, it pulled in $50M+ in revenue, now around $763M, proving there’s serious demand for low-barrier token creation.

Today, pump.fun is more than a meme tool:

• It’s a full-on ecosystem: launchpad + API + DEX + streaming

• It’s behind 11 million+ tokens on Solana (and that’s not counting copycats like boopdotfun or bonk_fun)

We’ll see both bullish and bearish cases of this token sale to see if you should jump in or not 👇

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🤡 Meme Of The Day

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This newsletter is for informational purposes only and should not be considered investment advice. Traders should conduct thorough research, understand the risks, and carefully evaluate their decisions before investing in cryptocurrency.