Backcom.io Global

🇺🇸 US TO ALLOW BITCOIN AS COLLATERAL FOR HOME LOANS ✅ Federal Housing Director Bill Pulte has directed Fannie Mae and Freddie Mac to prepare to count crypto as an asset for mortgage collateral. ✅ Borrowers will be able to use Bitcoin (from licensed U.S. platforms) as collateral without having to sell it for cash. ✅ Currently, crypto is only counted as a reserve asset if it has been converted into cash. This change will allow borrowers to keep their Bitcoin while applying for a home loan. ❗️ Important Notes: 🖤 Only applies to crypto held on U.S.-regulated platforms. 🖤 Bitcoin’s price volatility remains a risk, so lenders will implement their own risk management measures. 🖤 This marks a major step in integrating crypto into the traditional U.S. financial system. @BackcomGlobal

💰 STRATEGY ANNOUNCES NEW CAPITAL MANAGEMENT FRAMEWORK, STILL PRIORITIZING LONG-TERM BITCOIN ✅ Strategy has launched the Digital Credit Capital Framework — a new capital management framework designed to enhance liquidity and optimize financial structure amid market volatility. ✅ Despite adding various capital management tools, the company reaffirmed that its core objective remains maintaining long-term exposure to Bitcoin and will not change the Bitcoin Treasury strategy it has pursued for years. 👇 Key Highlights: 🖤 Approved a share repurchase program of up to $2 billion ($1B common stock + $1B preferred stock). 🖤 Increased the annual dividend on preferred shares STRC from 11.5% to 12%. 🖤 Launched the BTC Monetization Program, allowing the sale of Bitcoin (up to $1.25B) to replenish USD reserves, pay dividends/interest, or fund share buybacks. 🖤 Emphasized that this is only a flexible capital management tool and does not mean abandoning the long-term Bitcoin accumulation strategy. 💵 Current Financial Position (as of June 28, 2026): 🖤 Cash reserves: $2.55 billion (sufficient to cover approximately 17.4 months of dividends and interest payments). 🖤 Holds 847,363 BTC — still the largest publicly listed company holding Bitcoin in the world. @BackcomGlobal

🌎 GOLD BREAKS BELOW $4,000, BTC SIDEWAYS — IRAN SAYS "NO HIGH-LEVEL TALKS" WITH THE US ✔️ Gold drops below $4,000, US stocks rise, BTC remains stuck around $60K. 🖤 Gold continues to correct sharply, falling below the $4,000/oz mark. 🖤 US stocks gain (green session) on hopes of easing geopolitical tensions. 🖤 Bitcoin fails to break out of the $59K–$60K range and continues to trade sideways. ✔️ Iran rejects negotiations with the US Iran stated that the meeting in Doha is only a technical meeting to implement the terms of the previously signed Memorandum of Understanding (MoU), not new negotiations. Iran emphasized that there will be no high-level direct talks with the US side in the coming days.

The market is closely watching developments in the Strait of Hormuz and the US response following Iran’s statement.

@BackcomGlobal

☝️ BYBIT SPEAKS OUT ON SERVICES IN EUROPE 🏙 CEO Ben Zhou has officially reassured the community that reports claiming Bybit will immediately stop providing services in the EEA are not accurate. ✔️ Bybit EU has been fully compliant with MiCA regulations for the past year and continues to operate normally under the correct legal framework. Bybit EU currently operates separately through the bybit.eu platform, ensuring full compliance with all European Union regulations. @BackcomGlobal

💰 SOVEREIGN WEALTH FUNDS QUIETLY ACCUMULATING BITCOIN 🖤 While retail investors are showing signs of hesitation, sovereign wealth funds are viewing the current price decline as an opportunity to accumulate $BTC. 🖤 According to Basil Al Askari, CEO of MidChains (Abu Dhabi), sovereign wealth funds are actively buying Bitcoin on the spot market. He stated that at least one fund (and possibly another in the coming weeks) is purchasing BTC at current levels, seeing it as an attractive “entry level” for large funds. ✔️ This is a positive signal, indicating that Bitcoin is becoming appealing to major institutional investors backed by state capital, even as the market is correcting. @BackcomGlobal

💰 STRATEGY AUTHORIZES SELLING UP TO $1.25 BILLION IN BTC ➡️ Strategy has officially authorized the sale of up to $1.25 billion in Bitcoin to: 🖤 Increase cash reserves 🖤 Pay dividends and interest payments 🖤 Buy back shares when opportunities arise The company still views Bitcoin as its core reserve asset, but has shifted to a more flexible capital management approach instead of the previous “never sell at any cost” stance. 👉 Strategic Perspective: Some analysts believe this is a calculated move — Saylor is choosing to “take the big storm upfront” (similar to the small sale in early June) so that future sales will only feel like “light rain.” This reduces the potential impact of FUD and Bank Run effects from opponents.

Strategy is transitioning from a pure accumulation model to a more proactive capital management approach.

@BackcomGlobal

🇺🇸 PRESIDENT TRUMP URGES GAS STATIONS TO LOWER PRICES IMMEDIATELY 🔥 Trump stated that current gas prices are still too high despite oil prices dropping to around $68 per barrel. He warned that he will not accept unreasonable price gouging and suggested that gas prices should move toward $2.50 per gallon. He also criticized California for imposing excessively high gas taxes. 📌 Real-world explanation: 🖤 The "oil price" we usually hear about refers to oil futures contracts. It affects gas prices but does not move simultaneously. 👉 Price transmission chain:

Oil futures → Wholesale gasoline → Gas stations → Retail price to consumers

When oil futures prices fall, it takes time for the effect to ripple through the entire chain. Gas stations that purchased inventory when oil was at $90/barrel cannot immediately lower prices without incurring losses on existing stock. 👇 Gas prices will decline as long as oil futures continue to stay at low levels. That’s why people often say:

Prices go up like a rocket, but come down like a feather.

@BackcomGlobal

🔸 BINANCE HODLER AIRDROPS INTRODUCES OPENGRADIENT (OPG) - PROJECT #66 🔈 Binance is pleased to announce that OpenGradient (OPG) is the next project in the Airdrop program for holders. ❓ What is OpenGradient (OPG)? 🖤 Open Intelligence Network. 🖤 A decentralized infrastructure designed to store, infer, and verify AI models at scale.

This is another step by Binance to continue bringing airdrop opportunities to the HODLer community.

@BackcomGlobal

💵 TETHER WANTS TO “ACTIVATE” ITS $23 BILLION GOLD RESERVES 🏙 Tether, the company behind the world’s largest stablecoin $USDT, is looking to optimize its massive $23 billion gold reserve by expanding into gold-backed lending using tokenized gold. 👉 Key Details: 🖤 Tether is partnering with crypto lending platform Ledn to integrate Tether Gold (XAU₮). 🖤 Users can use XAU₮ as collateral to borrow USDT (or USA₮) without selling their gold. 🖤 The model is similar to Ledn’s current Bitcoin-backed loans: collateral is kept intact and not rehypothecated. 🖤 Each XAU₮ represents 1 troy ounce of physical gold stored in Switzerland (1:1 transparent backing). 🖤 The service is expected to launch by the end of 2026.

This is a strategic move by Tether to bring traditional assets (gold) on-chain, expand utility for users, and break the monopoly of traditional financial institutions in the gold-backed lending space.

@BackcomGlobal

🗓 US JOBS REPORT WEEK & NEW FED CHAIR KEVIN WARSH’S INTERNATIONAL DEBUT ✅ While the World Cup is heating up with the first knockout round, this week’s economic calendar centers on Kevin Warsh’s speech and June Non-farm Payrolls. 👉 Key Timelines: 🖤 21:00 Tuesday (June 30): JOLTS Job Openings Report – Expected to ease slightly to 7.3 million (previous 7.62 million). 🖤 19:15 Wednesday (July 1): Private Payrolls ADP Report – Expected +113K jobs (previous +122K). 🖤 20:30 Wednesday (July 1): Kevin Warsh speaks at the ECB Annual Forum in Sintra (Portugal) – Attracting significant attention. 🖤 19:30 Thursday (July 2): Non-farm Payrolls Report – Forecast +110-115K jobs, unemployment steady at 4.3%. ❗️ Additional Note:

🖤 The US Supreme Court is expected to review the case of Trump seeking to fire Fed Governor Lisa Cook. A ruling favorable to the White House could impact the independence of the Fed. 🖤 The market is closely watching jobs data and the tone of the new Fed Chair to gauge future interest rate direction.

@BackcomGlobal

🪙 BTC USER HOLDINGS ON BYBIT AND OKX SURGE 🖤 According to the latest Proof of Reserves report: 🖤 BTC balances on both exchanges increased by more than 10%. 🖤 Bybit currently holds 49,309 BTC. 🖤 OKX holds 123,056 BTC. 🚨 In contrast:

🔴 User USDT holdings on Bybit dropped 4.12%, OKX dropped 9.52%. 🔴 ETH on Bybit decreased by more than 10%, while OKX increased 6.15%.

@BackcomGlobal

📈 KIWOOM SECURITIES IN TALKS TO ACQUIRE STAKE IN CRYPTO EXCHANGE BITHUMB 🔊 Kiwoom Securities is in negotiations to acquire a stake in the crypto exchange Bithumb through the purchase of newly issued shares. ✔️ Bithumb stated: 🟡 No final decision has been made yet. 🟡 The investment scale has not been disclosed. 🟡 The company is still discussing cooperation opportunities with several other financial institutions.

This move further demonstrates that traditional financial institutions in South Korea are aggressively increasing their participation in the crypto market.

@BackcomGlobal

🏙 STRATEGY DID NOT BUY ANY MORE BTC THIS WEEK ✅ The company only raised $1.2B to bolster its USD reserve fund, bringing the total to $2.55B — enough to cover dividends and interest payments for 17.4 months. 🖤 Key moves to support stock & bonds: 1⃣ $STRC dividend increased by an additional 0.5% to 12% per year starting July, aiming to bring the price back to the $99-100 range. 2⃣ Established a program to repurchase up to $1B convertible bonds and $1B of $MSTR shares. 3⃣ Allowed selling of BTC to fund reserves, up to $1.25B. ✅ Total dividend payment capacity now reaches $3.8B, equivalent to 25.9 months.

With mNAV below 1 and STRC losing the $100 mark, Strategy appears to be prioritizing cash reserves to pay interest and stabilize finances rather than aggressively buying BTC as before. This is a very reasonable decision in the current difficult market environment.

@BackcomGlobal

🇺🇸 PRESIDENT TRUMP: IRAN HAS REQUESTED A MEETING. THE MEETING WILL TAKE PLACE TOMORROW IN DOHA! 🔈 According to Trump, Iran has officially requested to organize the negotiations. The meeting will take place tomorrow (June 30) in Doha, Qatar. 🛢 Oil prices rose slightly following the weekend tensions, but remain at a low level of around ~$70 per barrel.

The market is closely watching the outcome of this meeting, as it could significantly impact the tensions in the Strait of Hormuz and global energy prices.

@BackcomGlobal

🔥 IS MICHAEL SAYLOR STOPPING HIS BITCOIN PURCHASES? ✅ With his new caption simply saying: “We need more charts.” ✅ There’s no mention of orange dots, buying more BTC, or any positive signals... ✅ After months of aggressive buying, could it be that Saylor is starting to get scared too?

The market is waiting to see if “Anh già Mai Cồ” will continue stacking or temporarily step aside during this adjustment phase.

@BackcomGlobal

🔥 FIRST BOTTOMING SIGNAL FOR BITCOIN EMERGES? 🏙 The Bitcoin market is sending the first clear signals of a deeper “capitulation” phase. 🏙 According to the latest on-chain data from CryptoQuant: 🖤 The UTXO Block P/L Count Ratio model has officially entered the historical bottoming zone 🖤 This metric measures the ratio of profitable UTXOs to loss-making UTXOs. When it falls deep into historical lows → it signals a strong reset phase, with profits compressed and losses spreading widely. 🖤 However:

This is not yet the final bottom. The 365-day SMA needs to drop more sharply to confirm full capitulation.

❗️ Warning:

Short-term Short Squeeze rallies may still occur, but the long-term trend will likely require more time for adjustment.

@BackcomGlobal

🔷 LOOPRING, DECENTRALIZED EXCHANGE ON ETHEREUM, ANNOUNCES SHUTDOWN 🔈 Loopring – Ethereum’s first zk-rollup project – has officially shut down its decentralized exchange completely after many years of operation. ➡️ Main reasons according to the team: 🖤 Failed to attract users 🖤 Original technical architecture lacked a virtual machine, making it unable to run complex smart contracts or connect with other dApps 🖤 The team lacked business development skills ✅ Total assets on the platform have evaporated nearly 99% from the 2021 peak, leaving only about $8 million USD. ✅ This is one of over 60 crypto projects that have shut down this year as the prolonged bear market continues and many models from the previous cycle no longer fit current realities. @BackcomGlobal

🇪🇺 EUROPEAN BANKING AUTHORITY ANNOUNCES STRICT PENALTY FRAMEWORK FOR DIGITAL ASSET ISSUERS VIOLATING MiCA 🏙 The European Banking Authority (EBA) has just announced a new penalty framework for digital asset issuers violating MiCA regulations, with maximum fines of up to 12.5% of annual turnover. ➡️ This move comes right before the July 1 deadline — when crypto companies must complete licensing or cease operations in the EU market. 🟠 Binance is the most prominent name affected: the exchange has withdrawn its MiCA license application in Greece and announced restrictions on services for European users starting July 1, leading to billions of USD in outflows from the platform in recent days. @BackcomGlobal

📈 COINBASE LAUNCHES TOOLKIT TO SUPPORT AI PAYMENTS WITH CRYPTO ✅ CEO Brian Armstrong predicts that AI agents will soon autonomously pay each other and bypass paywalls automatically. ✅ Coinbase has just announced three new tools to realize an AI-powered economy. According to Armstrong, Crypto will be the core infrastructure powering this future financial system. 📌 This is a strategic move by Coinbase to lead the AI + Crypto trend, enabling intelligent agents to conduct transactions automatically, quickly, and without intermediaries. @BackcomGlobal

🇻🇪 VENEZUELA EARTHQUAKE: ARGENTINE PLAYER LOSES WIFE AND TWO CHILDREN 🖤 An Argentine footballer playing in Venezuela has lost his wife and two children in the twin earthquakes that struck on June 24. 🖤 Player Lucas Trejo (defender for Marítimo de La Guaira) was in Caracas with his team when his family was trapped in a collapsed building in the La Guaira area. After days of searching, the bodies of his wife (Yanina) and two children (Aarón & Ainhoa) were found. ➡️ Economic Damage: 🔴 According to UNDP estimates, direct physical damage is approximately $6.7 billion, equivalent to ~6% of Venezuela’s GDP. 🔴 The twin powerful earthquakes (magnitudes 7.2 and 7.5) caused severe damage to homes, infrastructure, and assets.

The death toll has now exceeded 1,400, with thousands injured and tens of thousands still missing.

@BackcomGlobal