Gem Institute (CIS)

Dear guests, For a smooth arrival, here are some key notes to keep in mind: ✔️ Arrive at Grand K Hotel Suites Hanoi - Head to 45th Floor ✔️ Click My Ticket to get QR (from your event approval email) ✔️ Show your QR at check-in booth ✔️ Grab Sticker & Flyer, keep an eye on the [Drink] stickers 👀 ​For any support, feel free to talk to a GameFi.org crew members (wearing GF T-shirts) around the venue! #NexusNight #GMVietnam #GMVietnam2025

However, here're 3 things to expect in tonight's meeting: 1️⃣ FED members disagree - Some want to cut rates in July because they're worried about jobs 2️⃣ Political pressure - Trump visited FED and wants lower rates. Powell is feeling the heat 3️⃣ Inflation cooling down - Prices aren't rising as fast as expected, giving room for rate cuts ⏰ Powell speaks at 1:30 AM tomorrow. Will there be a rate cut hint in September? 👀

📊 Current: $3,800 🔥 $2B shorts liquidated at $4k (+$200) 💥 $1.6B longs liquidated at $3,630 (-$200) Perfect balance - which side gets hunted first? 🫡

The XPL public sale just concluded with an incredible $373M+ in commitments, achieving over 7x oversubscription from demand. When Plasma mainnet beta launches, it will already have $1B in stablecoin total value locked - making it the fastest blockchain in history to reach this TVL benchmark. Massive interest from the crypto community shows strong confidence in this Bitcoin sidechain project.

Major news: PayPal just launched "Pay with Crypto" service allowing US businesses to accept 100+ cryptocurrencies - even memecoins like TRUMP and FARTCOIN! The system auto-converts crypto to PYUSD stablecoin with just 0.99% fees in the first year (then 1.5%), significantly lower than credit card processing. It supports major wallets like Coinbase, MetaMask, and Binance, requiring zero crypto knowledge from merchants. PYUSD is now the world's 12th largest stablecoin with $900M market cap, and PayPal plans global expansion starting 2026, prioritizing Europe and Southeast Asia. This could be a game-changer for mainstream crypto adoption in commerce! 💎

Southeast Asia's top ride-hailing platform now lets Filipino users load cryptocurrencies (Bitcoin, Ethereum, USDC, USDT) straight into their GrabPay wallets. The feature debuted in Singapore last year and has now expanded to serve the Philippines' massive 112 million population. Another big step for crypto adoption in the region! 💎

Since the beginning of the year, Tron has minted $22 billion worth of USDT, and today, an additional $1 billion has just been added, pushing the total to $23B. Just days after Tron inc. was listed on Nasdaq, Justin Sun confirmed the submission of an S-3 form to the SEC, aiming for regulatory compliance. This filing includes the issuance of hybrid securities totaling exactly $1 billion, matching the size of this mint. The instruments may take the form of common stock, preferred shares, or even debt securities 🏆

Konstantin Lomashuk, the founder of Lido Finance, is capturing the market's attention with a significant, high-conviction trade on Ethereum. The Play-by-Play: - Borrow: 85 million $USDT was borrowed from the Aave protocol. - Transfer: 80 million $USDT was then moved to the trading firm Amber Group. - Acquire: Amber Group subsequently purchased 15,814 $ETH (approx. $60 million) from an exchange. The Big Question: The community is buzzing because this aggressive move comes as $ETH hovers near $4,000, not when it was in the $1,000-$2,000 range. This suggests an extremely bullish outlook on ETH's future or a setup for a complex DeFi yield strategy. Either way, it's a high-risk, high-reward move from one of DeFi's most influential figures.

1. IBIT US: 34 Days 2. FBTC US: 53 Days 3. ETHA US: 251 Days 4. JEPQ US: 444 Days 5. XLC US: 525 Days Crypto never fails to amaze us. IBIT and ETHA just took 10 days to climb from 5B to 10B USD AUM. ETHA is currently in the Top 5 funds with the strongest capital attraction in the past week and month Source: EricBalchunas

US and EU strike trade deal: 15% tariffs (not 30%), $750B in US energy purchases, $600B EU investment. Steel/aluminum still hit with 50% tariffs. Japan, Vietnam, UK, Indonesia also cut tariff deals. Brazil, Mexico still negotiating. Big win for bilateral trade! Source: the.world.in.map

deBridge Foundation established a treasury fund using 100% of protocol revenue to buy DBR tokens from the market. Since launching in June, they've acquired 1.3% of total supply worth $3.2 million and manage a $28.6 million diversified treasury. The foundation actively yield farms through DeFi protocols: $5.7M on Aave, $4.67M ETH staked via Lido, and $6.5M on Kamino Finance. The announcement triggered a 20% DBR price surge, aligning with the broader DeFi trend of protocols using revenue for token buybacks to enhance investor returns.

But here's the catch: payouts are based on crypto prices from November 2022 when FTX collapsed, not today's much higher values - so creditors miss out on the crypto bull market gains.

🏆 TOP 10 ETH HOLDERS: 1️⃣ SharpLink Gaming - 360,807 ETH ~ $1.33B - +29.0% profit 🔥 2️⃣ Bitmine Immersion - 300,657 ETH ~ $1.11B - +13.7% profit 💪 3️⃣ Coinbase - 137,300 ETH ~ $507M 🏦 4️⃣ Bit Digital - 120,306 ETH ~ $445M - +85.8% profit 🚀 5️⃣ BTCS Inc - 55,788 ETH ~ $206M - +29.8% profit ⚡ 6️⃣ GameSquare - 10,170 ETH ~ $38M - +7.4% profit 🎮 7️⃣ Intchains - 7,023 ETH ~ $26M - +30.0% profit 🌐 8️⃣ KR1 plc - 5,500 ETH ~ $20M 💎 9️⃣ Exodus - 2,550 ETH ~ $9.4M - +102.7% profit 🔥 🔟 BTC Digital - 2,100 ETH ~ $7.8M - +29.3% profit 📊 Only 12 public companies hold ETH officially, with a total ETH of 1,002,666 (~$3.7B value). This ETH represents just 0.83% of all ETH in circulation Top 2 companies hold 65.9% of all corporate ETH ALL top 10 companies are in profit! 💰 🎯 THE TAKEAWAY: Corporate ETH adoption is still EARLY but accelerating fast. These companies are positioning for the future of Web3 🌟 Source: Coingecko

1️⃣ Revenue Sharing Model 💰 50% fees is spent for $BONK buybacks. This alone creates buying pressure 8% is for community rewards fund Users become stakeholders, not just fee payers 2️⃣ Founder Presence Let's compare Tom (@SolportTom) vs anonymous pump devs: Daily updates & community engagement $200K hackathon investment Buys community tokens during dips 3️⃣ Asian Market Strategy Pump ignored China while LetsBonk embraced it Tom posts in Chinese, does HK meetups Built loyal community where others saw just users 4️⃣ Ecosystem Integration RAY rewards for token creators (0.05% of volume) Strategic partnerships vs pump's isolation ✅ Result: Community chose shared value over extraction 🚀 So while Pump Keep 100% fees ❌ Anonymous devs ❌ Ignored Asia ❌ LetsBonk Share 58% with community ✅ Has an active founder Tom ✅ Embraced China ✅ Community > extraction wins again 💪

The behavior of different investor segments reveals why this cycle is diverging from the previous ones. Since early 2023, retail investors have been selling BTC. Charts show a consistent decline in holdings by this group. In contrast, a clear accumulation trend began in early 2024, led by large investors. This indicates that long-term and high-confidence positions are being taken. Quiet and smart money is currently on stage; and most people are still watching from the sidelines!

Market share: 5% → 64% in 30 days Daily volume: $179M vs $52M $BONK: +200% monthly Epic power shift happening right now 🔥