Jumat, 26 Juni 2026

Explore trending markets and tokens this week

Explore this week's trending markets and tokens: World Cup group stage do or die, AI and chips on record highs, and SpaceX raising billions before the IPO ink is dry. MetaMask Alpha is here.

Predictions: LFGooooooooooooooal

World Cup Group I: France vs Norway

Resolving June 26

It's a heavyweights closer in Group I, as France and Norway go head to head. Both teams have already secured a place in the knockout round, so this is equal parts pride match, Golden Boot race (Mbappé, Haaland), and a determination of the bracket seeding. The French sit as current favorites at ~80%, but the vikings’ warrior mentality is guaranteed.

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World Cup Group L Winner (England) 

Resolving June 27

Typical England. Just when you thought it, perchance, might be coming home, they drew with Ghana. Group L is now wide open heading into the final matches on Fri Jun 26 and Sat June 27. Kane needs to lead the English redemption and deliver a win against Panama, spiritually for morale and literally for a knockout place.

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World Cup Group H: The Cape Verde factor

Resolving June 26

World Cup Cinderellas Cape Verde held Spain to a 0-0 draw, then held Uruguay to a 2-2 draw. Spain recovered with a 4-0 rout of Saudi Arabia. But Cape Verde and star goalkeeper Vozinha aren't done yet. Their match on June 26 against Saudi Arabia decides whether they make the knockouts.

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The stories of football glory write themselves during the World Cup, and 2026 is no exception...

TRADE PREDICTIONS

Tokenized stocks: Micron delivers, DRAM rides, oil slides

MUon (Tokenized Micron)

Boosted by chip and AI demand, Micron just reported fiscal Q3 2026 on June 24: $41.5B revenue (vs $35.6B expected), and fiscal fourth quarter guidance of ~$50B, well exceeding the previous $43.2B consensus. Micron surged in the early hours after earnings.

DRAMon (Tokenized DRAM)

DRAM ETF packs Samsung (25%), SK Hynix (24%), and Micron (24%) into one ticker; all 3 now above $1T market cap. Micron's earnings report validates the AI memory supercycle thesis that took DRAMon from $28 at its April 2 launch to ~$78 as of June 24.

USOon (United States Oil Fund)

Brent dropped to ~$72 as of June 24, a three-month low. Washington's 60-day Iranian oil license, rising Hormuz traffic, and OPEC+ output increases are all pushing supply higher.

TRADE RWAs

Perps: SpaceX, BTC, Zhipu AI

SPCX-USDC: SpaceX stock slipped again this week pulling back from $200+ highs toward ~$150. The company also launched $25 billion in debt just 12 days after IPO, to reportedly raise money for additional AI expansion.
BTC-USDC: BTC dipped below $60K this week, its lowest level since October 2024. Traders are watching $60K as a key level that could trigger a cascade. BTC perps are now trending with up to 40x leverage.
ZHIPU-USDC: Chinese AI startup Zhipu AI surged past $300 on June 24—a +2000% increase after its Jan 2026 IPO—and $124 billion in market cap after its open-source GLM-5.2 ranked second globally on Code Arena, behind only Anthropic's Claude.

TRADE PERPS

The Number: SpaceX sees $600 billion come and go

At least that much market value has been erased from SpaceX since the company’s stock price soared post-IPO last week, according to coverage of the three-session selloff.

The Big Story: Why BTC is trading like a chip stock right now

Bitcoin slid toward $62,000 on June 23 as a 10% crash in global AI stocks spread into digital assets. A day later, Micron posted record fiscal Q3 revenue of $41.5 billion and guided Q4 to $50 billion. Memory is the bottleneck that matters most to the AI buildout, so Micron's print was a test of whether the capex cycle underneath the AI trade is still real.

BTC moved with semis because macro funds have spent much of 2026 treating semis, data-center suppliers, Bitcoin, and Bitcoin proxies as one long-duration risk basket. The ETF wrapper, the futures market, and the treasury-proxy layer each transmit that differently.

This is not a trade call. It is a regime call. When chip earnings, the dollar, and Fed repricing drive BTC more than crypto-native headlines, the basket is in control. The same de-risking that hit semis helped puncture SPCX's first-week premium.

Polymarket's Fed hike board at 55–60% puts a live number on the regime.

The Setup: Another one (quarter)

Friday, June 26: Roughly $10.5 billion in BTC options expire on Deribit, with max pain near $72,000 before the monthly crypto derivatives reset.

Tuesday, June 30: Quarter-end positioning and June closes could exaggerate moves across BTC, semis, and SPCX.

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Disclaimer: This content is for general information purposes only and does not constitute financial, investment, tax, or legal advice and is not a recommendation to buy or sell any particular digital asset or to employ any specific investment strategy.

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