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CRYPTO
Strategy Adds 10,100 More BTC
Strategy (MSTR), the largest corporate holder of Bitcoin, has added 10,100 BTC to its treasury, bringing its total holdings to 592,100 BTC—valued at roughly $63.3 billion at current market prices.
The company’s average purchase price now stands at $70,666 per BTC. This latest acquisition was primarily funded through the issuance of its 10% Series A Perpetual Stride Preferred Stock (STRD), which raised approximately $979.7 million after expenses. Additional funding came via an at-the-market (ATM) share sale involving other preferred stock classes, STRK and STRF.
The equity offerings took place between June 9 and June 15. Strategy continues to double down on its Bitcoin conviction, positioning itself as a major institutional force in the crypto space. As of the latest update, MSTR shares are up 1.60% in pre-market trading, while Bitcoin is hovering near $107,000.
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TECH
Meta’s Growth Tied to AI
Meta Platforms continues to ramp up its AI investments, recently finalizing a $14.3 billion deal with Scale AI and raising its 2025 capital spending target to as much as $72 billion. The company’s stock has surged roughly 45% since April and now hovers near record highs, driven by optimism that its aggressive AI strategy will yield long-term growth.
Portfolio managers like Allen Bond and Jake Seltz remain bullish, pointing to Meta’s improved efficiency and shift away from the metaverse. Meta now uses AI to enhance ad targeting, automate ad creation, and increase user engagement across Instagram, WhatsApp, and Facebook. Analysts believe AI tools could add 1–4% annually to ad revenue growth.
Despite high costs, Meta’s return on invested capital reached 31% in Q1. Shares still trade below other tech giants, though near their price targets—suggesting further upside may be modest, even as long-term AI tailwinds remain strong
CRYPTO
JPMorgan Files Trademark for JPMD
JPMorgan Chase, the largest U.S. bank, has filed a trademark application for “JPMD” with the U.S. Patent and Trademark Office, sparking speculation about a potential stablecoin. The June 15 filing covers services related to digital asset trading, exchange, transfers, and payments.
While the bank hasn’t confirmed any crypto launch, online chatter suggests “JPMD” could be JPMorgan’s next stablecoin initiative. This comes amid growing interest in stablecoins from major institutions and tech firms, as regulatory attitudes in the U.S. soften and President Trump signals support for the crypto industry. JPMorgan has already dabbled in digital assets through its wholesale payments token, JPM Coin, which now handles $1 billion in daily transactions.
Although CEO Jamie Dimon was once a vocal crypto critic, he’s recently shifted his stance—allowing clients to buy Bitcoin, though not custody it. The trademark move reflects the bank’s ongoing push into blockchain-powered finance and digital asset infrastructure.
TECH
OpenAI Secures $200M Defense Deal
OpenAI has secured a $200 million contract with the U.S. Department of Defense to develop advanced artificial intelligence tools for national security and administrative use. Announced Monday, the one-year deal marks OpenAI’s first listed agreement with the Pentagon and aligns with its growing involvement in government-related AI initiatives. The contract falls under the company’s new “OpenAI for Government” program, which aims to deliver custom AI models for defense, cybersecurity, healthcare access, and data analysis—while adhering to OpenAI’s usage policies.
The project will be executed primarily in the Washington, D.C. area and builds on OpenAI’s earlier collaboration with defense startup Anduril. CEO Sam Altman recently emphasized OpenAI’s commitment to supporting national security efforts. The deal follows a broader trend of AI firms working with defense agencies, including recent moves by Anthropic, Palantir, and Amazon. While significant in scope, the contract represents a small part of OpenAI’s estimated $10 billion in annualized revenue.
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