Metaplanet shares on the OTC market closed at about $1.29 on June 25, extending a year-long drop that slashed the stock 88%, while Bitcoin holdings climbed above 40,000 BTC. The figures caught an analyst’s eye, who insists the market undervalues the firm against its real worth.

Metaplanet’s Market Value Trails Its Bitcoin Holdings 🔮

Data posted by Bitcoin watcher Zynx on June 26 shows Metaplanet holds 40,177 BTC for a net asset value near $2.36 billion, against a market cap of just $1.54 billion and $297 million in debt.

“No reason for a profitable company to trade significantly below its book value,” Zynx wrote.

That $2.36 NAV stems from the firm’s own tracker, revealing enterprise value at 0.81x BTC NAV and letting investors snag Bitcoin at a discount. Unrealized losses on the stash sit around $1.77 billion, purchased at an average $104,000 each for roughly $4.18 billion total. Yahoo Finance numbers indicate MTPLF stock dropped 33% over the past 30 days and 56% from six months prior. Despite this the firm keeps stacking, adding 5,075 BTC in Q1 2026 for $405 million at an average $79,900. posted

Business As Usual 🖤

Stock pain aside, Metaplanet pushes expansion by acquiring Siiibo Securities for 2.1 billion yen, or just over $13 million, set to close by July 13. CEO Simon Gerovich calls it the opening step in “Project Nova,” set to rebrand Siiibo as Metaplanet Securities and roll out Bitcoin yield products for Japanese retail. Households there sit on an estimated $1.7 trillion in low-yield savings, an opening as deflation shifts toward inflation. Investor Adam Livingston called it “a great opportunity for the long haul,” highlighting lower leverage than peers. 💎

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Polymarket confirmed Friday that a compromised vendor let attackers inject malicious code into the frontend, draining about $3 million from fewer than 15 accounts. 🦇 They promise full refunds for every user hit. 🌹

The Incident Details 💀

Specter first spotted the breach and posted about the phishing campaign hitting over 11 wallets holding PUSD. At that point losses sat near $2.94 million. PeckShield quickly verified the amount and noted the stolen funds moved from Polygon to Ethereum turning into 1,893 ETH. Polymarket Traders acknowledged the hit via X.

“This morning we discovered a 3rd party vendor had been compromised, injecting a malicious script into our frontend for some users. We’ve contained it and removed the affected dependency. We’re contacting impacted users and refunding them in full.”

William LeGate confirmed the refunds after the fix. GoPlus Security called it a supply chain attack affecting around 15 accounts for $3 million total, matching Bubblemaps findings after they tracked everything.

Patterns From Before 🖤

This marks the second strike on Polymarket inside a month. Last time an admin wallet lost roughly $700,000 likely via exposed private keys. ZachXBT first guessed $520,000 before Bubblemaps traced higher amounts across addresses. Josh Stevens later confirmed a 6-year-old key leaked from internal config, prompting a full rotation to better key management tools. Neither event touched core contracts or user funds directly. The latest front-end breach arrives while the platform already faces other scrutiny including a Wall Street Journal report on paid staged bet videos and a trader dispute over a $500,000 market resolution shift.

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DeXe has been showing serious on-chain momentum lately 🖤 with the protocol holding strong among large cap crypto leaders over recent months. Data from Santiment revealed 18 whale transactions exceeding $100,000 alongside 298 active addresses both hitting all time highs. The network gained 86 fresh wallets marking the biggest growth spike in seven months.

DeXe Takes The Spotlight 🌹

Activity spiked together with solid market gains as market cap climbed over 600% in four months. Santiment pointed to rising interest in DeXe DAO governance tools plus speculation on wider adoption and spot buying with tokens leaving exchanges. The analytics team noted on chain signals are fueling the rally rather than trailing behind it. Fresh wallets are joining faster than in months while active use and big transactions hit peaks.

DeXe Beats Bitcoin In The Shadows 🕸️

This mix of user growth network expansion and large moves signals real ecosystem involvement beyond pure speculation as holders watch if DeXe governance can sustain the push. DEXE traded near 23.5 at writing time up nearly 36% this month. MEXC support helped by listing it for futures with up to 50x leverage contributing to a 4% rise in the last day despite wider market drops. Bitcoin dipped to 59,000 its lowest since early June then recovered near 61,700. CryptoQuant analyst CW noted DEXE testing its final major sell wall where a break could set a new all time high with little resistance left ahead.

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Solstice and TensorX just revealed their alliance to channel up to $1 billion toward European sovereign AI builds, letting onchain capital power GPU fleets without the usual waits.

Solstice to launch aiUSX for AI financing 🌑

TensorX and Solstice will craft a facility tapping into rising EU demand for independent compute. Solstice handles the onchain side while unleashing aiUSX, a fresh yield asset that funnels infrastructure lending straight to firms already hoarding AI reserves.
TensorX runs its own NVIDIA setups inside EU centers, serving startups and enterprises with zero data retention and sharp performance. Expansion plans stretch beyond the block soon.
“Europe wants AI that can run on its own terms, on its own soil, without handing its data to someone else’s cloud on the world stage,” said Tim Grant, Executive Chairman of TensorX. “Meeting that accelerating demand takes hardware, and a lot of it. The billion dollars going into GPUs and data center capacity is the first step, and we expect to keep buying as demand grows. Solstice gives us a financing partner that can keep pace with this incredibly fast moving market.”

aiUSX bridges idle capital with real AI yields 💀

Firms keep swelling stacks of cash idle for future inference costs. aiUSX drops those reserves into Solstice lending pools, mirroring deals once reserved for big institutions. Positions stay liquid and redeemable, with yields covering later bills. Launch caps sit at $5 million.
“Every company is turning into an AI company, and every one of them watches its inference bill climb,” said Ben Nadareski, CEO of Solstice. “aiUSX puts the money they set aside for AI to work in the meantime. They get access to the kind of AI-infrastructure lending that used to sit with large institutions, the capital stays liquid, and what it earns goes toward inference later. It is treasury management for the AI era.”
“Sovereign AI is one of the biggest infrastructure buildouts of this decade, and it runs on capital as much as it runs on chips,” said Stuart Connolly, CIO of Deus X Capital. “TensorX builds the compute, Solstice brings the financing, and aiUSX lets more companies take part in funding it. Both companies are in the Deus X Capital ecosystem, which is why we’re uniquely positioned to deliver this to the market.”

Solstice deep dive 🖤

Solstice operates as an onchain settlement and yield protocol within the Deus X Capital circle. Its USX dollar asset plus treasury tools keep capital liquid and productive for institutions, backed by a three-year audited record and over $500 million in total value locked. Visit https://solstice.finance/

TensorX at a glance

TensorX sits in Dublin as a sovereign AI infrastructure player. It acquires and manages hardware plus data-center space across the EU, linking clients to private compute while enforcing full residency and zero retention. Head over to https://tensorx.ai/

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According to analyst Shanaka Anslem Perera the tale about Bitcoin losing its shine to gold this year feels totally off base.

ETF Flows Paint a Wilder Picture 🌑

He broke down the real numbers in a post on X showing investors never actually ditched the flagship coin. Spot Bitcoin ETFs have pulled in over $53 billion since January 2024 which is faster than gold ETFs managed in their early years. A brief $4.4 billion outflow hit during the correction but that cash simply chased AI and chip highs instead. Those quick flippers act like tourists chasing every fresh narrative.
Check the thread here
BTC sits stuck between offense and defense trades right now.

Safe Haven Debate Gets Spookier ✨

Long term holders quietly stacked another 125000 BTC while short term ETF money panicked on every data drop. Meanwhile gold flows stayed internal with no real leap into crypto and smaller altcoin funds just look bigger on tiny bases. The rotation story keeps cracking under the data. 💸

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A bunch of altcoins tagged along bitcoin’s southward slide yesterday and carved out fresh lows. XRP specifically plunged beneath 1.05 dollars for the first time in nearly two years. 🖤
Some analysts spotted the drop right away and a few sketched out an even harsher path ahead, with one wild view calling for a slide under 0.20 dollars.

The Pivotal Dip Point 🌑

CasiTrades jumped on X first to flag XRP’s latest moves, noting the move we’ve been waiting for is here. Her take lined up with yesterday’s sharp correction that pushed the token just under 1.05 dollars.
“The market is dropping hard, exactly the type of move we’ve been preparing for, and XRP is approaching the major support levels we’ve been tracking.”

She and others now eye the psychological 1.00 dollar line as the key threshold to watch. If it breaks she has buy orders waiting at 0.93 dollars, with a deeper target at 0.87 dollars where the macro Fib 0.854 rests. That leaves XRP in its most critical moment of the cycle.
“Correction is approaching its final level. The fear will be LOUD! People will likely start calling for lower and lower prices as the level is reached. They’ll tell you the market is going to zero. But don’t let someone else’s fear cause you to miss your own opportunity,” CasiTrades added.

Every major trend kicks off when sentiment hits its worst, she noted, and this correction is doing exactly what it should, creating perfect market structure. 🕸️

Bullish Whispers Ahead 🦇

Ali Martinez went more bearish, polling followers on buy zones then posting a macro chart that could break toward 0.70 dollars, with gloomier targets at 0.32 and even 0.15 dollars, levels unseen since the COVID-19 crash via his thread.

Despite the gloom, Javon Marks stays bullish and sees double-digit territory possible in the next run, with 17 dollars as a potential peak. Ted Pillows also turned optimistic, spotting a pattern mirroring XRP’s 2024 surge from 0.50 to 3.30 dollars that could repeat toward nearly 8.50 dollars.

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Ripple has teamed up once more with its trusted ally SBI Group and snagged the green light from Japan’s Financial Services Agency to roll out RLUSD across the country 🖤
The vibe there is all about smart rules and crypto progress as Jack McDonald noted.

RLUSD in Japan 🌙

SBI Holdings tapped its licensed arm SBI VC Trade to bring RLUSD live for everyone.
Back in August they inked that MoU and now this step unlocks one of the sharpest digital markets out there.
Under the JFSA nod RLUSD counts as a fresh electronic payment tool built to hit every local safety rule.
Both big players and everyday folks can grab it straight from the VCTRADE setup.
Jack McDonald added how Japan leads with clear regs and fresh ideas so this opens doors to regulated stablecoins for institutions consumers and businesses alike.
SBI VC Trade CEO Tomohiko Kondo celebrated the long partnership and called the launch a key win for both sides.

We’re proud to announce that Ripple USD ($RLUSD) is now officially available in Japan, following approval from the Japan Financial Services Agency (JFSA): https://t.co/5rJZBrFaIM

Through our partnership with SBI Group and @sbivc_official, $RLUSD will be accessible to both…

— Ripple (@Ripple) June 25, 2026

RLUSD Keeps Growing 💀

Even after earlier hurdles Ripple dropped RLUSD late in 2024 and it now serves institutions while spreading fast with moves like the Mastercard tie-in.
Deals with various exchanges have boosted its flow and liquidity.
CoinGecko data puts its market cap at $1.6 billion close to Ripple’s own $1.7 billion figure making it one of the top 50 coins overall and the tenth largest stablecoin.

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Nearly seven out of 10 tokens dropped on Solana’s Pump.fun since January 2024 vanished from trading the exact day they appeared, per fresh CoinGecko data. The deep dive covered over 18.67 million launches, skipping those with zero activity, and revealed around 12.8 million or 69 percent hit their last trade within 24 hours. Just 850,000 or 4.55 percent lasted past 90 days.

Pump.fun’s Token Tomb Emerges 💀

CoinGecko noted this graveyard vibe stems from how simple it is to spawn tokens there, letting creators flood the chain and abandon flops fast if hype fails to spark. Another 2.18 million tokens clung on for just one extra day before fading, often after brief trending or shoutouts that lost steam quick. Combined, over 15 million died within two days, topping 80 percent failure. Survival drops even sharper after that window, with 770,249 tokens or more than 4 percent active for two to three days, 642,614 or 3.4 percent stretching four to seven days, and 460,697 or 2.5 percent hitting eight to 14 days.

Meme Market’s Dark Fade 🖤

Broader meme coins have been bleeding value for months now, missing the prior cycle’s rush with failed recovery bids leaving icons far from peaks amid fresh chaos. Dogecoin lost almost 25 percent this past month while Shiba Inu slipped nearly 20 percent and Pepe shed over 27 percent. Check the full analysis here for those DeFi details that keep the scene so twisted ✨.

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