$spy retesting lower end of range, bouncing from 758.56 and over 760.40. $qqq held 702.81 with a nice push. The AI slowing narrative is immaterial noise. We just need Warsh to not kill us on Wednesday.

$TSLA - CANTOR STAYS BULLISH ON TESLA AHEAD OF Q3 DELIVERIES Cantor Fitzgerald reiterated its Overweight rating and $485 price target on Tesla ahead of this week’s expected Q3 delivery update. Cantor forecasts 421,758 vehicle deliveries, below the 448,679 consensus, alongside roughly 15 GWh of energy-storage deployments. Tesla is also reportedly producing up to 1,000 Semi trucks per week, while a new Roadster reveal could come October 1.

🚀 AI Is the Fastest-Growing Narrative on BNB Chain AI is clearly leading usage growth on BNB Chain over the past 7 days. Here are the top projects by usage growth: 1⃣ Bort (@BortOnBsc): +3,405% 2⃣ Stability World AI (@StabilityW_AI): +2,151.1% 3⃣ Bullshot (@Bullshot911): +802.2% 4⃣ Dyadnum (@Dyadnum): +758.2% 5⃣ TermiX (@termix_ai): +406.7% 6⃣ Build4 (@Build4ai): +405% 7⃣ Altura (@altura): +372% 8⃣ Pitbull Token (@BscPitbull): +328.5% 9⃣ HertzFlow (@Hertzflow_xyz): +245.8% 10. NeoSoul (@NeoSoulAI): +160% 11. MIURO (@MiuroAI): +146.2%

🟡 ASTER IS BUILDING. ADOG IS BUILDING TOO. 🐕 Today’s $ASTER ecosystem update shows continued expansion, with AOS-2 opening a new path for perpetual-market listings through a long-term $ASTER staking requirement. And look at what’s happening around ADOG 👇 💰 113.31 $ASTER spent on $ADOG 🐕 1,820,758 $ADOG acquired 👥 555 holders 📈 $37.5K market cap shown in the community tracker This is what building looks like — real community activity, growing participation, and people choosing to be part of the journey. $ADOG isn’t here for one-day hype. We’re focused on growing the community, creating awareness, strengthening our presence, and building step by step alongside the wider ecosystem. 🟡 ASTER keeps building. 🐶 ADOG keeps building. 🔥The journey continues. Early days. Long-term vision. Keep building. #ASTER# #ADOG# #BNBChain# #Web3# #DeFi#

Grok TTS just took the top spot on The Humanness Index It scored 94 for humanness....just six points below the human baseline of 100 and achieved the highest model rating Even the cost difference is insane: • Grok TTS: $15 • Eleven v3: $100 Grok delivers the higher human-likeness score while costing nearly 7× less than the next model It is also faster, with 460 ms latency compared with 758 ms for Eleven v3 Grok TTS is delivering top-tier voice quality without the premium price

It’s checkmate for Uber and Waymo. Sure, Waymo may have more robotaxis on the road today. Waymo’s June filing covered 3,871 vehicles. Call it roughly 4,000 cars. They’re doing around 500,000 paid rides a week. Tesla won’t even tell us how many Unsupervised Robotaxis are live yet. Instead, they’re publishing miles. 380,000 Unsupervised miles. 6 cities. 2 states. Zero notable incidents. And 7 metro areas are now live. Austin, Dallas, Houston, Miami, Orlando and Tampa are ramping Unsupervised. The Bay Area still has a safety driver. That’s where things stand as of today. Now look at the business models. Uber doesn’t make the car. Uber doesn’t own the car. Uber is basically an app connecting a rider with somebody else’s car and somebody else’s time. When the car drives itself, the driver disappears from the equation. This completely changes the economics. Then you have Waymo. Waymo has to build or heavily modify the vehicle, add lidar, radar and other hardware, and prepare the operating area before scaling. That’s one reason getting to roughly 4,000 vehicles has taken so many years. Tesla is taking a completely different path. Cameras. AI. No lidar. No radar. No HD maps. The same core autonomy approach Tesla is already putting into the cars it sells to regular people. Tesla built its 10 millionth vehicle in July. Around 1.48 million vehicles are already paying for FSD. These are cars that ALREADY exist. And Tesla just produced another 451,758 vehicles last quarter. Then comes Cybercab. Purpose-built for autonomy. No steering wheel. No pedals. Production has already started. The Texas line is designed for more than 125,000 Cybercabs per year. FYI, this is production capacity… not 125,000 Unsupervised Robotaxis on the road today. Right now, the public Robotaxi fleet is still mostly Model Ys. But employees are already riding in Cybercabs at Giga Texas. The public rollout is coming. So zoom out. Uber has no car. Waymo has roughly 4,000 highly specialized cars. Tesla has already built 10 million vehicles, has 1.48 million customers paying for its autonomy software, and now has a factory producing a vehicle designed from day one to operate without a driver. That’s why I keep saying this is checkmate. It’s bc if Tesla proves the autonomy works and turns that manufacturing machine loose, the scale will change unbelievably fast. I’ve been saying this for years. Eventually the debate will end. It will be obvious in hindsight.

ZEROBASE WEEKLY 8.3–8.9 ZBT traded with elevated volatility this week, ranging overall in the $0.10–$0.21 zone. It opened near $0.116–$0.122 on August 3, saw a sharp mid-week spike (reaching highs around $0.19–$0.207 on August 6–7 amid higher volume), then pulled back to close near $0.104–$0.105 by August 9. Despite the swings, liquidity remained functional and volumes were solid on the upside days. The broader crypto market showed resilience and modest net gains amid ongoing geopolitical noise and supportive macro data. Total cryptocurrency market capitalization held in the $2.20T–$2.22T range, ending near $2.21T. Bitcoin opened the week near $63,460–$63,500 on August 3, dipped to a low around $62,200–$62,300 early in the period, then steadily recovered. It reached a weekly high near $65,300–$65,370 on August 7 before consolidating and closing the week in the $64,900–$65,150 zone (around $65,000–$65,140 levels by August 9). This represented a net gain of roughly 4–5% from the weekly low. Ethereum moved in parallel, starting around $1,860, dipping toward $1,830 before rebounding and settling near $1,910–$1,925 by week’s end — a gain of approximately 4–5% from the low. Derivatives metrics reflected improving but still cautious sentiment. Open interest stabilized, 24-hour liquidations stayed moderate outside of short-covering spikes mid-week, and funding rates on major pairs hovered near neutral to mildly positive as prices recovered. Macro and geopolitical developments dominated early headlines. Ongoing U.S.-Iran tensions, shipping disruptions and incidents in the Strait of Hormuz, Houthi-related threats, and related Middle East dynamics kept energy markets sensitive. Oil prices retreated sharply early in the week after signals of paused strikes and renewed diplomatic channels (including Oman/Qatar mediation efforts): WTI fell toward the low-$80s and Brent dropped from near $97 levels toward the high-$80s on August 3, later fluctuating lower amid supply and negotiation news. These moves eased some inflation and risk-off pressure. U.S. labor market data provided a clear positive catalyst later in the week. July nonfarm payrolls unexpectedly declined by 23,000 (versus expectations of solid gains), the weakest reading in some time. This tempered near-term rate-hike concerns and supported risk assets into the weekend. (July CPI data is scheduled for release on August 12.) U.S. equity markets posted strong weekly gains and multiple record closes. The S&P 500 rose approximately 3.5–3.6% for the week, finishing near 7,758 after setting new highs. The Nasdaq Composite gained roughly 5.2%, driven by technology and AI-related strength, while the Dow advanced about 3%. Soft jobs data, lower oil, and solid earnings momentum fueled the advance. Institutional participation strengthened notably. U.S. spot Bitcoin ETFs recorded robust net inflows of approximately $850 million–$1.1 billion for the week (one of the strongest weeks since April), with consistent daily positives and BlackRock’s IBIT leading. Ethereum ETFs also posted meaningful positive flows (around $200–$250 million range). Crypto Fear & Greed Index remained in fear territory, fluctuating in the high-20s to low-30s (ending near 31–32). On-chain data offered constructive undercurrents. Long-term holder accumulation continued at current levels, exchange netflows showed reduced selling pressure during the rebound, and whale activity indicated building support around the $62k–$64k Bitcoin zone amid the recovery. In summary, the August 3–9 period delivered a measured upside recovery in spot crypto prices, supported by strong ETF inflows, softer U.S. jobs data, and easing energy prices after early geopolitical spikes. Equity markets hit fresh records while sentiment stayed cautious due to Middle East risks and the still-elevated Fear & Greed readings. With institutional flows turning decisively positive and on-chain trends constructive, the market continues to consolidate higher within a complex macro and geopolitical backdrop.