DAOplomacy

On June 23, according to official news, the UK-listed company Panther Metals announced that it would establish a £4 million Bitcoin reserve, which will be hosted by a certain platform. The company will finance hard asset acquisitions through Bitcoin collateral loans, achieving asset rise while maintaining Bitcoin exposure.

[Golden Finance] According to official news, 5G/4G internet of things semiconductor and module developer and supplier Sequans Communications S.A. (NYSE: SQNS) announced today that it will launch a Bitcoin treasury program, marking its strategic expansion beyond its core cellular internet of things semiconductor business.
To promote the plan, the company has reached an agreement to issue and sell approximately $195 million in equity securities and $189 million in principal of convertible guaranteed bonds through a private placement, with a total financing scale of approximately $384 million.

On June 23, data shows that digital asset investment products experienced net inflows for the tenth consecutive week, totaling $1.24 billion, with the cumulative net inflow this year reaching a new high of $15.1 billion.
Bitcoin investment products and Ethereum investment products recorded net inflows of $1.1 billion and $124 million respectively, indicating that despite the uncertain geopolitical situation, investor sentiment remains strong.

On June 23, QCP released its daily market observation stating, "Bitcoin briefly fell below the $100,000 mark last Monday, hitting a low of $98,200, which is the lowest point since breaking through the $100,000 psychological barrier on May 8. This round of dumping has affected major alts, triggered by Iran's threat to close the Strait of Hormuz, a move that could severely disrupt global oil transportation.
However, Bitcoin climbed back above $100,000 this morning, indicating that the weekend's pullback was more driven by macro factors. Investors are viewing crypto assets as a safe haven during the wait for stock index futures to open. The low market liquidity has led to amplified volatility, with the overall market liquidation amount exceeding $1 billion.
Although Iran vows to take retaliatory measures, the market currently does not seem to believe that the situation will escalate significantly. Geopolitical "behind-the-scenes mediation" appears to be playing a calming role.

On June 23, the United States conducted airstrikes on Iran's Fordow and Natanz nuclear facilities, prompting Iran to retaliate against Israel, escalating regional conflicts. The Houthis resumed attacks on U.S. ships and threatened to blockade Hormuz. The Iranian president condemned U.S. aggression and vowed to counter it.
Market risk sentiment has surged sharply, with gold and oil prices initially rising before retreating, and BTC once fell to $98,115.
Analyst recommends:
The escalation of the Middle East conflict is likely to increase risk aversion, making cryptocurrencies a potential safe haven for funds, as they are more convenient to carry and trade compared to gold. If the situation in the Middle East continues to deteriorate, the market will reprice safe-haven assets. Additionally, if international politics heat up further, it may drive BTC to challenge historical highs, though one must be cautious of policy intervention and the risk of increased market volatility. As the flames of war spread and diplomatic efforts continue, it is recommended that investors dynamically observe the evolution of the situation and adjust their positions accordingly, as short-term sell-offs primarily reflect panic and bullish sentiment.

[Chain News] PANews, June 23 - According to data platform news, the Hong Kong "Stablecoin Regulation" will take effect on August 1. The President of the Hong Kong Monetary Authority, Yu Weiwen, stated that Hong Kong has established strict standards for stablecoin issuers, with regulatory requirements nearly on par with electronic wallets and banks, and it is expected that only a small number of licenses will be issued in the first phase. Approved stablecoins will be used for specific purposes, such as cross-border trade. The regulation has a comprehensive regulatory framework for risk management, asset reserves, stabilization mechanisms, and anti-money laundering regulations to ensure the healthy development of the industry.

On June 23, according to market data, U.S. stocks of Circle Internet Group (CRCL) expanded their pre-market rise to 8.31%, with a pre-market trading price currently reported at 260.9 USD.

【Coin World】A certain trading platform has jointly launched the ecological project Koala protocol in collaboration with a certain public chain and a certain encryption laboratory. The distributed computing power financial protocol Koala is dedicated to building a new computing power financial architecture with financial incentive mechanisms, decentralization governance models, and the ability to link with the real economy. Its underlying core technology is the self-developed Gruber-Morgan Algorithm + collaborative evolution mechanism, aiming to achieve efficient allocation and continuous incentives for computing power resources. The Koala ecosystem also fully integrates the Butterfly ecological insurance warehouse and a certain platform's computing power insurance mechanism, establishing a complete risk hedging and fund security guarantee system.

Japan's composite PMI rose to 51.4 in June, indicating a slight rise in both manufacturing and services, supporting Capital Economics' view that the Central Bank may raise interest rates earlier, with an increased likelihood of a rate hike in October.

[Coin World] The Canadian listed mining company Panther Metals plans to purchase approximately 5.37 million dollars worth of Bitcoin and deposit it into its Bitcoin reserve vault. The funding will come from two sources: the conversion funds from existing warrants and funds raised through the capital market. After the capital raise is completed, Panther Metals plans to utilize a loan facility secured by Bitcoin holdings to pay for the acquisition of Pick Lake.

On June 23, according to market information, Bitcoin broke through 102,000 USD, with a 24-hour fall narrowing to 0.94%.

According to Bit推, during the last trading week (from June 16 to June 20, Eastern Time), the Bitcoin Spot ETF had a net outflow of 1.02 billion USD.

According to monitoring, a certain institution used 112.96 million USDC during the market pullback period in the past 3 days to buy 47,070 ETH at an average price of 2,400 USD. Over the past 11 days, this institution has cumulatively invested 333.78 million USD to purchase 132,535 ETH through a certain trading platform, with an average build a position price of 2,518 USD. The current unrealized losses are approximately 36.68 million USD (-11%), and the previously obtained profit of over 30 million USD is facing pullback risks.

[Coin World][The Hill: Former U.S. Vice President Harris Considering Run for California Governor] According to reports: Former U.S. Vice President Harris is considering running for California Governor, and has not yet made a final decision, still weighing all options.

On June 23, 【Block Rhythm】, a certain Address 0x395...45500 has withdrawn a total of 32,356 ETH from a certain platform in the past 24 hours, worth 72.45 million USD.
The average proposed price is 2278 USD, currently with an unrealized loss of 1.132 million USD.

[Chain News] PANews June 23 news, according to data platform monitoring, 2 Whales recently purchased a total of 16 million IP (worth 47.52 million USD). Among them, Whale 0x9921 purchased 6 million IP (worth 17.82 million USD); Whale 0x9057 purchased 10 million IP (worth 29.70 million USD).

Kakao Pay has officially launched its Korean won stablecoin business and has applied for trademark rights with the Korean Patent Office. Although specific plans have not been confirmed, this move is seen as a preparatory step to seize market opportunities, especially in the context of the Digital Asset Basic Act. At the same time, the gaming company Nexus has also expressed its goal of becoming the first issuer of the Korean won stablecoin.

According to monitoring, the new wallet 0xDc50 deposited 17.5 million USDC into Hyperliquid and purchased 517,602 HYPE at an average price of 33.8 USD over the past 2 days (current price is 18.31 million USD).