Zuck's crypto endgame?

Back To Normal, Right?

Washington and Beijing just moved their headline tariffs down to 10% for a 90-day cooling off period. Stocks loved it, with the NASDAQ up 3% and blue-chips practically erasing trade-war losses (AMZN up 7%!). Meanwhile, BTC has slipped along with gold. Either BTC is calling bluffs on all the feel-good headlines or the digital-gold narrative is simply strengthening and finally showing in its price.

However you want to look at it, just remember merely 30 days ago, fund managers were the most bearish they’ve been in 30 years.

Meta is Quietly Back in the Stablecoin Game

Sources say the social media giant is in early, “learn mode” talks about using dollar-pegged tokens to pay creators on Facebook and Instagram – an easier way to send ~$100 payments to creators across borders without crazy wire-transfer fees. The rumors come nearly three years after Meta shut down Diem, but the policy climate is obviously very different today.

Bitcoin-Native Holding Company Nakamoto Announces Merger with KindlyMD

Utah clinic operator KindlyMD (KDLY) is combining with Nakamoto Holdings – David Bailey’s new Bitcoin‑treasury vehicle – in a Nasdaq‑listed reverse merger backed by $710 million of PIPE and convertible‑note financing. Bailey, who also runs Bitcoin Inc. (publisher of Bitcoin Magazine) and advised the Trump 2024 campaign on crypto, will become CEO, with Nakamoto appointing six of seven board seats. The company keeps KindlyMD’s medical business but will pivot its balance‑sheet strategy toward stockpiling BTC. KDLY is up, you guessed it, 600%+ on the news this AM.

• Trump-Backed American Bitcoin to Go Public via Gryphon Digital Merger Valued at $350 Million (Defiant)

• Tokyo’s Beat Holdings Expands Bitcoin ETF Bet, Joins Metaplanet in Crypto Treasury Push (Decrypt)

• BlackRock meets with SEC Crypto Task Force to discuss staking and options on crypto ETFs (The Block)

• Vance to speak at Bitcoin 2025 in Las Vegas (The Block)