Did the Macro Music Stop, Hyperliquid's New Era & What’s Happening on BASE

Crypto majors are mostly flat with Hype leading; BTC even at $76.7k; ETH even at $2,110; SOL even at $84; HYPE +5.5% at $47.80. Ondo (+12%), INJ (+10%) and ZEC (+7%) led top movers. Oil +1% at $103.5; Gold -0.25% at $4,533. Stock futures are red with the Nasdaq down 0.6%, approaching 3 red days in a row. Citi warned Bitcoin faces greater quantum risk than Ethereum because its conservative governance makes protocol upgrades slow and difficult to coordinate. The Prime Trust bankruptcy estate filed a $970M clawback suit against Swan Bitcoin alleging Swan used inside information to withdraw 11,994 BTC before Prime’s 2023 collapse. Vitalik Buterin argued at Japan Dev Conference that AI can formally verify and audit smart contracts, turning it into a security tool rather than a threat. HIVE Digital hit its highest stock price of 2026 Monday after announcing a 125-acre Northern Ontario site for an AI gigafactory scaling to 3 gigawatts co-located with hydroelectric power.