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Giấy phép số 4978/GP-TTĐT do Sở Thông tin và Truyền thông Hà Nội cấp ngày 14 tháng 10 năm 2019 / Giấy phép SĐ, BS GP ICP số 2107/GP-TTĐT do Sở TTTT Hà Nội cấp ngày 13/7/2022.
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Bitcoin briefly broke above $73,000 on Thursday before easing back to hold just above $72,000, as traders weighed ceasefire-related hopes tied to Lebanon negotiations. The move comes alongside a more bullish tone in derivatives markets, with concentrated options activity around the $80,000 level for June expiry.
According to CoinMarketCap data, Bitcoin topped $73,000 briefly on Thursday, reversing an early sell-off after Netanyahu signaled Lebanon negotiations. The price then bounced off that level and was trading just above $72,000 this morning.
Options positioning also points to optimism. The $80,000 strike is seeing the most volume in June expiry contracts, with more than $1.6 billion in open interest—about 10% higher than current levels.
One factor cited for the bullish setup is Strategy’s STRC activity. The company’s preferred shares saw another day of heavy movement on Thursday, with more than 3 million shares traded. That generated capital to purchase 2,000+ Bitcoin, valued at about $144 million. Wednesday’s figures were similar, and the totals are described as historically rising into the dividend cutoff date next Wednesday.
The article characterizes the setup as supportive for Bitcoin in the near term.
Galaxy’s latest results highlighted a shift in its business model. While the firm reported a $241 million net loss for 2025, its Digital Assets segment generated $505 million in adjusted gross profit.
Galaxy shares rose 11.3% on Thursday, closing at $21.15. The firm also reported total assets on its platform reaching $12 billion, alongside $2 billion in net inflows during 2025.
The article frames Galaxy’s thesis as moving beyond crypto trading toward AI infrastructure. It points to Galaxy’s Helios campus in Texas—an 800-megawatt facility that is fully leased to CoreWeave and is expected to begin generating compute revenue in 2026.
Potential buyers are reportedly evaluating an acquisition of Gemini’s shuttered EU and UK operations, specifically to obtain MiCA and FCA regulatory licenses, rather than pursuing a full takeover.
CoinDesk reports that interested parties are focused on the regulatory-license angle. The article notes that Gemini IPO’d at $28 in September 2025 and is now trading around $4.70, down 83%. It also cites operational and leadership setbacks, including a 25% workforce cut in February, exits from the EU, UK, and Australia, the departure of three senior executives, and a shareholder class-action lawsuit filed in March.
Gemini-related stock activity reflected the reports, with GEMI shares up 11%—though the article says some gains have already faded.
Treasury Secretary Bessent urged the Senate to pass the Clarity Act and resolve the stablecoin yield dispute that has been stalling the bill. The push follows a White House Council of Economic Advisors assessment that dismantled a banking-lobby argument, concluding that a yield ban would increase lending by only $2.1 billion—about 0.02%.
The article says the remaining question is whether Senate Democrats and holdout Republicans will accept a stablecoin yield framework that Coinbase can live with. It also cites a signal from Brian Armstrong, who tweeted “It’s time to pass the Clarity Act” alongside Bessent.
Florida Attorney General James Uthmeier launched a formal investigation into OpenAI and ChatGPT, citing alleged links between the chatbot and the April 2025 FSU mass shooting that killed two people, child safety concerns, and the risk that OpenAI data could reach the Chinese government.
The article notes that subpoenas are expected. It also places the investigation in a broader context of political scrutiny of AI infrastructure, particularly data centers.
Per Bloomberg and Sightline Climate, 30% to 50% of data centers planned to come online this year are facing delays or cancellations. Of the 12 gigawatts of capacity announced for 2026, only a third is currently under construction.
It also cites the AI Data Center Moratorium Act introduced by Bernie Sanders and AOC in March, which would halt new construction until federal safeguards are in place. The article says the bill is unlikely to advance, but signals a shift in political mood around AI.

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