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Ms Puiyi
Ms Puiyi
Your Crypto Watchlist for This Week $HYPE – Down 22.6% from its ATH after last week's local top debate. Still generating $75.3M in fees this month, up 27.1% from last month, with $60.1M returned to holders. Thesis remains unchanged. $AAVE – Temporarily testing the BTC Babylon vault, still going through governance. rsETH is fully restored. 90.5% from ATH. $PENDLE – CLARITY Act signing target on July 4 is unchanged. Fixed yield infrastructure, sPENDLE staking jumped from 20% to 57.9% since January. 83.3% from ATH. $ONDO – Trading the same CLARITY Act narrative at the infrastructure layer. 83.7% from ATH. $INJ – Tokenized IPO access story is up 9x on CT this week. First L1 to announce managed tokenized assets, IPOs, and on-chain equities. $RAIL – Dropped to 52.5% from ATH. ZEC fell this week after a critical Orchard Pool bug was discovered, existing since 2022, with Arthur Hayes exiting his entire position. $ETHFI – 70K active cards, $2M daily card spend, buybacks happening daily. Still priced like a restaking protocol at 96.5% from ATH. $RAIN – $686.2M unlock this week, 8.3% of circulating supply. The single largest unlock on this list by a wide margin. No protocol foundation to absorb. $ME (Magic Eden) – $10.2M unlock, 30.74% of circulating supply. Biggest impact on circulating supply this week. Nearly a third of circulating supply in one week. $WLD – $19.2M unlock, 1.17% of circulating supply. Still no product updates. $PUMP – $15.1M unlock, 2.86% of circulating supply. $TRUMP – $10.3M unlock, 2.66% of circulating supply. No protocol foundation to absorb. Macro – CPI on Wednesday at 8:30 AM ET is the main event. Last Friday's NFP report came in at 172K vs 80K expected. 10-year yield at 4.71%, 30-year above 5%. A hot CPI shifts rate cut expectations and directly impacts risk assets. FOMC on June 16-17 with Warsh chairing is the second read. Watch BTC at Wednesday's open for risk-on/risk-off signals. ~$858M total supply unlocking this week. Last week ...

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