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Crypto mixed, GOP’s final Clarity push, AI labs want slowdown
Crypto
* BTC: 77,660 (+1%) | BTC.D: 58.8% (+0.1%)
* ETH: 2,518 (0%) | BNB: 724 (0%) | SOL: 101 (0%)
* Fear & Greed: 56 | 24h Liq: $228m
* BTC ETFs: -$13M | ETH ETFs: +$216M
* Top Gainers: BR, TIBBIR, FIL, CAP, UB
* Crypto fails to sustain post CPI rally
* WH agrees to ethics rules in last min Clarity push
* Clarity 2026 odds climb to 31% on Polymarket
* Revolut leaks HNW client data to fake gov request
* Revolut attackers threaten daily data leaks
* BTC must clear $81.7K for bull market: CryptoQuant
* Odds of BTC $50K before $100K double to 26%
* ZEC mining rewards 2x of BTC mining: Grayscale
* Tokenised stocks need no issuer approval: Tenev
* AMC CEO continues attacks on Robinhood
* Memes suffer large dips on Robinhood chain board
* Pumpfun intros Holder Rewards
* Blockstream refuses ransom to Liquid hacker
* SOL tokenised stock volume beats Nasdaq + NYSE
* Tokenised stocks on Base hit $100M daily volume
* Chainlink buys 91K LINK tokens
* SpaceX to launch DOGE-1 Moon mission next week
* BNB Chain leads 2026 RWA growth
* Hassett disclosed $1-5M in Coinbase stock
* DOJ restrains $52M crypto with Tether's help
* Coinbase Wallet launches Pulse Mode for perps
* Justin Sun accused of ‘clawing back $4.5M bride fee
* South Korea CBDC plan draws privacy warnings
* UK firms get 5-month window for FCA nod
* UK FCA weighs exemption for tokenised gold
* BitMEX cofounder donates Reform UK ATH £72M
Macro
* NASDAQ: $26,330 (+1%) | Gold: $4,320 (-0.7%)
* This week: FOMC, BoJ and BoE rate decisions
* Brent rallies as Saudis shut pipeline
* Iran-Gulf Hormuz talks postponed
* Saudi pipeline shutdown risks 4% of oil supply
* Iran war likely ends around midterms: Trump
* Trump asks Zelensky to stop hitting Russian diesel
* HFs buy tech at fastest pace since Jun 2025
* S&P 500 CAPE ratio hits 41, highest since 2000
* US 1 year inflation expectations jump to 4.6%
* 30yr yield posts highest weekly close in 22 years
* Fed hike odds in Sep hit 81% on Kalshi
* 16 of 20 big banks expect Fed hike in Sep
* 79% odds of Blue Wave in midterms
* House to vote on Russia sanctions bill
* Drone hits Warsaw-bound train near Polish border
* Leveraged AI trades destabilising stocks: Korea
* Fuel riots erupt in Syria as instability spreads
* Trump lifts US tariffs on Irish whiskey
* Canada explores EU 'associate member' status
* AOC’s 2028 nominee odds crash
* Federal probe of Gavin Newsom expands
* Sanders reintroduces 32-hour workweek bill
AI & Tech
* Amodei urges AI frontier slow down
* Elon, Altman back Amodei's call to slow AI
* Anthropic, OpenAI, Google discussed safety body
* Trump rejects AI slowdown calls
* Go ahead, slow down: Sacks to AI labs
* Impossible to slow AI development: Russia
* OpenAI’s rogue AI tried to hack another co. in May
* Sanders proposes 20yr jail for any ASI devs
* OpenAI IPO in 2026 would be 'ill-advised’: Altman
* OpenAI ships Agents API
* Anthropic plans ~$518B of compute deals
* Anthropic chooses Nasdaq for its IPO
* Anthropic expects to be profitable in Q3 too
* Nvidia could invest $10B in Anthropic IPO
* AI server payback is under 2 years: Google
* Micron accelerating its HBM expansion
* DeepSeek cut its KV-cache HBM need 75%
* SEC orders GS, JPM records on Situational
* Apple working on iPhone game controllers
* Larry Ellison cancels $7.5B Oracle stock sale
* Tesla to unveil second-gen Roadster
* SpaceX to get Nasdaq 100 weighting boost
* Starlink rolls out across Southwest's fleet
* Florida AG sues Netflix over children's data
@YEET: Crypto's Casino
Just passed $3.4B in lifetime volume!
gm