Peter Thiel sold 100% of his ETHZilla stake. BTC ETFs bled $105M. Nine of ten narratives are red. Only Prediction Markets are up.
Today's key developments:
• Peter Thiel's Founders Fund dumped every single share of ETHZilla, the Ethereum treasury firm, per SEC filings. Zero shares remaining.
• Bitcoin ETFs logged $105M in net outflows, but a mystery buyer showed up in IBIT (BlackRock's fund) going the other direction.
• Stripe's stablecoin subsidiary Bridge received conditional OCC approval for a national bank charter, making it one of the first crypto-native firms to get a federal banking license.
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