Ian's Intel

ODDS THAT THE US ANNOUNCES NEW IRAN AGREEMENT BY MAY 31ST CURRENTLY AT 37%, WITH ODDS IRAN AGREES TO HAND OVER ENRICHED URANIUM AT 11%: POLYMARKET

THE WHITE HOUSE AND ANTHROPIC NEAR DEAL FOR US SPY AGENICES TO USE ITS AI TOOLS: NYT

ETF Flows: 22 May 2026 🔴 Bitcoin ETFs: -$105.2M net outflows 🔴 Ethereum ETFs: -$6.6M net outflows 🟢 Solana ETFs: $5.8M net inflows 🟢 Hyperliquid ETFs: $11.0M net inflows

ROBINHOOD CRYPTO COO LEAVES COMPANY AS ROBINHOOD SEES SHARP DECLINE IN CRYPTO REVENUE, AND WORKS TO LESSEN ITS DEPENDANCE ON CRYPTO: COINDESK

SEC DELAYS PLAN TO ALLOW TRADING OF TOKENISED STOCKS DUE TO CONCERNS AND PUSHBACK: BBG

CHUN WANG, F2POOL FOUNDER WHICH CONTROLS 11% OF BTC HASHRATE, CONFIRMED TO BE ON FIRST SPACEX MANNED MISSION TO MARS: BLOG

POLYMARKET UMA CTF ADAPTER CONTRACT APPEARS TO HAVE BEEN EXPLOITED ON POLYGON: ZACHXBT

ETF Flows: 21 May 2026 🔴 Bitcoin ETFs: -$100.9M net outflows 🔴 Ethereum ETFs: -$32.6M net outflows 🟢 Solana ETFs: $3.9M net inflows 🟢 Hyperliquid ETFs: $16.1M net inflows

$HYPE BREAKS ABOVE ALL TIME HIGHS: MARKET

ETF Flows: 20 May 2026 🔴 Bitcoin ETFs: -$70.5M net outflows 🔴 Ethereum ETFs: -$28.1M net outflows 🔴 Solana ETFs: $0.0M net outflows 🟢 Hyperliquid ETFs: $25.5M net inflows

HYPERLIQUID FLIPS SOLANA IN VALUATION: MARKET

HYPERLIQUID FLIPS SOLANA IN FULLY DILUTED VALUATION

SPACEX FILES FOR IPO, DISCLOSES 18,712 BTC HOLDING AT COST BASIS OF $35K: FILING

OPENAI COULD FILE FOR IPO AS SOON AS FRIDAY: WSJ

OPENAI IS PREPARING TO FILE FOR AN IPO IN COMING DAYS OR WEEKS: WSJ

OPENAI PREPARING TO FILE FOR IPO VERY SOON, SOURCES SAY: WSJ

PERP DEX VARIATIONAL RAISES $50M IN SERIES A ROUND, LED BY DRAGONFLY: FORTUNE

VARIATIONAL RAISES $50 MILLION SERIES A TO BRING LIQUIDITY FROM TRADITIONAL MARKETS TO BLOCKCHAIN RAILS: FORTUNE

CIRCLE COFOUNDER RAISES $30 MILLION FOR SERIES A ‘AI-NATIVE BANK’ CATENA LABS: FORTUNE

ZAMA ACQUIRES TOKENOPS TO DEPLOY ENCRYPTED TOKEN DISTRIBUTIONS FOR INSTITUTIONAL ISSUERS: THE BLOCK