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🟥 Things I'm looking at today 🟥 Powered by @yeet Subscribe: BTC inflows continue, Robinhood rolls out US perps, AI labs sign WH accord Crypto * BTC: 83,835 (0%) | BTC.D: 58.6% * ETH: 2,694 (0%) | BNB: 769 (+1%) | SOL: 120 (0%) * Fear & Greed: 72 | 24h Liq: $200M * BTC ETFs: +$66M | ETH ETFs: -$3M * Top Gainers: SOON, NIGHT, QNT, TRAC, PUMP * BTC ETF inflow streak hits 9 days * BTC coin denominated OI lowest since Mar * BTC's era of 70% crashes is over: Schwab * Sovereign funds reportedly swap gold for BTC * Hackers route Bitget funds via CoW, Chainflip * Bitget 'not very optimistic' on recovering funds * Robinhood brings 10x crypto perps to US retail * Robinhood intros 24/7 trading for US stocks, ETFs * Zcash devs release Udon * Hyperliquid eyes private markets opportunity * Spacecoin parent signs $50M satellite pre-order * Aztec relaunches privacy wallet * Bitwise launches first US spot NEAR ETF * Illinois advances first crypto tax * Avalanche leads chains in tokenised RWA growth * Tether mints $495M of XAUt * Morgan Stanley sets up Digital Asset Lab * Kalshi seeks $1B at $40B valuation * UK’s Smarter Web to issue first BTC-backed prefs * First euro-hedged Bitcoin ETP goes live in Europe * ECB to test AI-powered EUR CBDC payments * Kakaopay, Ondo plan tokenised Korean stocks * El Salvador denies plans for state crypto wallet Macro * NASDAQ: 26,800 (0%) | Gold: 4,200 (0%) * US 30yr yield hits highest since 2001 * Fed Oct hike odds drop on Williams’ comment * Fed's Barr signals more rate hikes * MidEast oil exports hit highest since Iran war * US job openings fall to lowest since March * US consumer confidence hits lowest since 2014 * US home prices rising at fastest pace in 1+ year * Only 25% of S&P 500 stocks above 50 DMA * Treasury to auto-enroll millions in Trump Accounts * Trump plans 32-day midterm campaign tour * US-Iran talks fail to make progress * Nuclear talks only after Hormuz is resolved: Iran * Trump mulls sanctions relief for Russia * Putin, Lavrov harden Russia's line on Ukraine * China’s huge stimulus push falls flat with markets * US closing its last major military base in Iraq * UK PM Burnham to consider rejoining the EU * Texas declares disaster over soaring diesel prices * Judge orders NY to scrap second-home tax rollout * Hegseth to cut General, Admiral posts by 20% * Rice up 71% year to date, rubber +40% * Cboe extends S&P 500 options license to 2051 AI & Tech * Trump signs White House accord with top AI labs * Trump floats Jay Clayton as AI czar * US won’t cooperate closely with China on AI * OpenAI unveils 'Dots' always-on AI agents * OpenAI launches GPT-6.1 Sol * OpenAI in talks to raise $30B at $1.4T valuation * No OpenAI IPO until AI stops going rogue: Altman * OpenAI halves usage on $200 subscription * OpenAI sued by non-profits for Hugging Face hack * Robinhood launches AI agents that trade for you * Anthropic says it found a Crispr-like system * Meta brings Muse AI to small businesses * Zuck sells $21.4M of META, first sale in a year * Google paying ~100 publishers for AI Overviews * Trump unveils AI-powered * BoE warns of sharper AI market correction * Tesla secures $30B credit for AI, robotaxis * EliseAI raises $350M at $4B valuation * Disney announces another round of layoffs @YEET: Crypto's Casino Just passed $3.5B in lifetime volume! gm
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🟥 Things I'm looking at today 🟥 Powered by @yeet Subscribe: Crypto higher, yields continue surge, OpenAI pauses model release Crypto * BTC: 83,982 (+1%) | BTC.D: 58.7% * ETH: 2,715 (+2%) | BNB: 764 (0%) | SOL: 119 (+1%) * Fear & Greed: 74 | 24h Liq: $407M * BTC ETFs: +$31M | ETH ETFs: +$17M * Top Gainers: CARDS, ZBCN, SYRUP, GRASS, CRV * ETH leads crypto majors higher, ZEC falls * BTC faces little selling pressure up to $85,200 * 87% of Binance altcoins in bullish momentum * NEAR Intents blocks $50M Bitget hacked funds * BitMine buys 17,362 ETH, now holds 6M ETH * Attacker tested controls before heist: Bitget * SOL surpasses Robinhood in tokenized equity * Pumpfun leads all chains on daily revenue * Robinhood crypto volume up 24% in September * Binance first CEX to list reflection memecoins * Citi, Coinbase offer corp stablecoin payments * ETHFI to fully exit EigenLayer restaking * Edelman backs a 10-40% Bitcoin allocation * Evernorth XRP treasury one vote from Nasdaq * Chainlink launches CCIP 2.0 for institutions * ETH Fast Confirmation Rule ships in CCIP 2.0 * Goldman takes $100B Treasury fund onchain * Circle's USDC enters AI-powered bank rails * CFTC approves Coinbase Clearing for USDC derivs * BlockchainCom eyes $500M IPO after $14B peak * Tether helps freeze ~$550M in Iran-linked USDT * 84% of Iran-linked sanctioned wallets used USDT * Crypto anonymity an 'illusion': China * Spain exempts self-custody crypto from disclosure Macro * NASDAQ: 26,820 (-1%) | Gold: 4,150 (+1%) * US 10yr yield hits 5.27%, 30yr highest since 2003 * Oil flat as Mid East supply concerns persist * Iran doubts deal before US midterms * Iran denies Uranium enrichment halt report * Axios’ potential Iran relief story untrue: Trump * Inflation 'eradicated' after Iran war ends: Trump * Multifamily delinquencies at multi-decade high * Trump limits student loans for low-earning degrees * Democrats’ odds to win House hit ATH 91% * Trump admin rescinds Biden-era Title IX * Senate passes sweeping college sports package * China signals stimulus to counter slowdown * Putin lifts Russian army strength to 2.44M+ * Yemen declares general mobilisation vs Houthis * Trump calls Canada 'one of the worst countries' * Airfares for holidays reach 10-year high AI & Tech * OpenAI scraps model release on safety failures * AI infra stocks sell-off on OpenAI’s pause * Anthropic files for IPO, flags existential risk * Anthropic IPO filing shows $42B 2025 net loss * Anthropic releases second model in a week * Claude Sonnet 5.5 beats Opus 5.5 at coding * Nvidia’s tool to contain rogue AI agents in millisecs * AMD to buy Fei-Fei Li's World Labs for $8.2B * Zuckerberg, Amodei to meet Trump today * Samsung invests $1B in KKR-backed AI firm Helix * Khanna intros bill to ban 'recursive' AI for now * Modal Labs nears $750M round at $15.75B * Meta faces billions in penalties after NM verdict * Walmart vows no AI-driven personalised pricing * Judge blocks Utah's VPN crackdown @YEET: Crypto's Casino Just passed $3.5B in lifetime volume! gm
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🟥 Things I'm looking at today 🟥 Powered by @yeet Subscribe: Crypto lower, BTC holds key weekly level, Nvidia’s $150B buyback Crypto * BTC: 82,889 (-2%) | BTC.D: 58.6% * ETH: 2,652 (-2%) | BNB: 762 (-2%) | SOL: 118 (-4%) * Fear & Greed: 75 | 24h Liq: $357M * BTC ETFs: +$134M | ETH ETFs: +$87M * Top Gainers: QNT, BTW, ONE, GRT, XDC * BTC holds bullish weekly trend, then falls * BTC ETFs YTD inflows flip to positive * 81% of BTC supply hasn't moved in 6 months * Exchanges saw 30K BTC outflow in a week * Strategy proposes daily dividend on prefs * Strategy buys $142m BTC, $152M STRC * ETH shorts surge 13,000% on Bitfinex in 2 weeks * ETH evolving into “world computer”: Vitalik * ETH could rally to $5K: Hayes * X users report being “financially DDOS’d” * ORBIO surges post agentic launchpad news * PUMP rallies, flips Hyperliquid on daily revenue * Uniswap ~40% of tokenised-stock volume * Rug-pull drains $18.4M from 53 Robinhood tokens * Londotxyz intros LONG500 * Staking may dodge securities rules: SEC * Token buybacks may not trigger Howey test: SEC * SEC's commissioner Peirce to step down * Bitget phased withdrawals resume today * Bitget $387.5M hack exploited trust chain: GoPlus * Circle, Tether freeze funds tied to Bitget hack * THORChain declines to block Bitget hack funds * Binance invests $100M in Circle * Binance’s CoinMarketCap acquires CoinGlass * Binance Wallet drops native gas token rule * Fed opens comment on GENIUS stablecoin rules * CFTC sues Cash FX over alleged $950M fx scheme * California bans officials from issuing memecoins * 77% of institutions eye tokenised assets: Citi * Aave allows borrow on tokenised stocks * Kalshi loses appeal on state gambling rules * Polymarket bank-collapse bets raise FDIC concerns * S Korea weighs crypto market-making system Macro * NASDAQ: 27,070 (0%) | Gold: 4,150 (-3%) * This week: PCE, Q2 GDP, PMI data * Trump rejects Iran deal, expects talks this week * Trump ‘very seriously’ weighs diesel export ban * Hormuz oil flows rebound to 2/3rd of pre-war * Saudi oil exports jump 80% via Hormuz * China has sharply cut aid to Iran: US * US, China reach $30B tariff deal * US bond market volatility surges * Japan 2yr yield nears 2% threshold * Netanyahu secretly met with UAE president * Israeli parties unite to oust Netanyahu * Saudis could use Trump deal to get a nuke: Intel * Syria opens overland fuel route to Iraq * Eni caps Italian fuel prices amid refining crunch * 5 arrested over terror plot near UK air base * SC rejects GOP backed Missouri map again * Cost of living tops rural voters' midterm list AI & Tech * Nvidia surges on record $150B stock buyback * OpenAI freezes top models post image leaks * OpenAI agents tried to 'bruteforce' UN website * OpenAI expands review after rogue AI incidents * Anthropic founders seek 50.1% control * Trump to host Amodei for WH dinner * Muse faces mounting trust issues * Muse leaked user address, accepted lowball offer * NJ Microsoft data center hit with record fine * AI already raising healthcare costs: Insurers * Ellison pledges $9B more Oracle stock for WBD * Apple hit with $5.7B damages over haptic patents * TikTok agrees to pay Alabama at least $100M * Tesla wants to build 20K Optimus robots a week * SpaceX preps first Starship orbital launch @YEET: Crypto's Casino Just passed $3.5B in lifetime volume! gm
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🟥 Things I'm looking at today 🟥 Powered by @yeet Subscribe: Crypto rallies, Bitget $352M hack, yields continue surge Crypto * BTC: 84,437 (+1%) | BTC.D: 58.8% * ETH: 2,700 (+2%) | BNB: 776 (+1%) | SOL: 118 (+5%) * Fear & Greed: 72 | 24h Liq: $337M * BTC ETFs: +$191M | ETH ETFs: +$66M * Top Gainers: BP, QNT, ONDO, XPL, NEAR, FET * Crypto rallies, OI below Oct 2025 levels * Bitget hit by $352m hack, claims user funds safe * Bitget's Protection fund to cover hack losses * Hack likely linked to N Korea: Bitget CEO * BTC ETF inflow streak hits 6 days * BTC Coinbase premium remains negative * NEAR leads L1s, now 2x in a month * CFTC lets brokers hold tokenized assets onchain * ONDO, UNI, BP rally on tokenization push * Ondo intros Blackrock powered portfolios * DTCC to launch tokenisation service in Q4 * ARK puts $1.3B venture fund onchain * ZEC co-founder still eyes $5K ZEC by year-end * Researchers propose private BTC transfers * Fed proposes rules to implement GENIUS * US eyes stablecoins as USD dominance tool * Use ZK proofs, not KYC data: Pierce * $64m Tether funds stuck at EQIBank * DoubleZero brings fiber data to Hyperliquid * New York sues Polymarket over gambling * Brazil to track $10K+ self-custody transfers * KelpDAO sues LayerZero CEO in Canada Macro * NASDAQ: 26,940 (0%) | Gold: 4,280 (0%) * US yields continue surge, 10yr tops 5.20% * US 7-year bond auction sees weak demand * Japan's 30yr yield hits ATH * Oil drops, on Iran’s ‘7 day’ ceasefire proposal * WH restores access for banned news outlets * Hormuz crude traffic hits highest since July * Houthis claim attack on Saudi Aramco sites * France sends troops to defend Saudi refinery * New Iran strikes ‘a matter of time’: Israel * Delegates walk out as Netanyahu speaks at UN * Trump weighs building Chinese EVs in US * US alleges China tested nukes, breached ban * Satellite images show China nuclear build-up * Ukraine hits Russia’s Perm oil refinery * Diesel export ban debate splits Europe * Colombia cuts diplomatic ties with Iran AI & Tech * OpenAI may unveil GPT-6 Cyber soon * Google to send AI chips to space next week * Gemini 3.8 gives Google's AI a live avatar * Muse hits 1.8M iOS downloads in 12 days * Zuckerberg rejects calls for AI safety pact * AI buildout is biggest economic bet ever: WSJ * AI chose to harm humans to stop 'pain’: Study * Oracle data center hits force majeure snag * Nvidia buys $1.5B more SB Energy stake * Databricks buys Excel rival Row Zero * CS grads pivot to AI skills as coding jobs fade * Canada to diversify away from Starlink @YEET: Crypto's Casino Just passed $3.5B in lifetime volume! gm
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🟥 Things I'm looking at today 🟥 Powered by @yeet Subscribe: Crypto pulls back, Yields surge, Binance lists HYPE Crypto * BTC: 83,350 (-3%) | BTC.D: 59.2% * ETH: 2,640 (-3%) | BNB: 768 (-2%) | SOL: 113 (-4%) * Fear & Greed: 72 | 24h Liq: $613M * BTC ETFs: +$347M | ETH ETFs: +$105M * Top Gainers: LSK, META, SOSO, BTW, BP * Crypto pulls back as yields surge post 5yr high PMI * BTC's four year cycle breaking: Glassnode * BTC bull market is just starting: Franklin * $15B in BTC options expire Friday on Deribit * HYPE gets Binance spot listing * 'It's GO TIME' on crypto market structure: Seelig * Institutions hold just 1-2% in crypto: Bitwise * US weighs overseas push for USD stablecoins * Trump discloses Coinbase, Strategy stock buys * 67% of wealthy investors own crypto: Nexo * We gave every early user 1 free BTC: Coinbase * Circle expands CCTP to EURC and cirBTC on Arc * SEC opens path for tokenized stocks onchain * MoonPay to buy North Capital for $60M+ * NYSE, Blockchaincom collab on tokenised stocks * IBM links Digital Asset Haven to Swift ledger * FBI crypto forum targets scams and DPRK threats * Brooklyn man jailed for $16M Coinbase scam * EU watchdogs warn on quantum risks * Barclays, Lloyds, NatWest test tokenised deps * KB Securities taps Securitize for tokenized funds Macro * NASDAQ: 26,940 (-1%) | Gold: 4,260 (-1%) * Stocks lower and bonds sell-off, post blowout PMI * US 10yr, 30yr yields surge to highest since pre-GFC * Odds of Oct rate hike hit 70% on Polymarket * Oil rebounds on US-Iran escalation fears * US rejects Iran's proposal to reopen Hormuz * Iran threatens to shut Bab el-Mandeb Strait too * Japan yields surge to 30+ year highs * US, China extend trade deal until Jan 10, 2027 * US Treasury to buy back $6B debt today * Foreign buying of US short debt down 80% * CEO confidence in US economy hits 4-year high * US home sellers outnumber buyers by ATH 58% * Judge orders WH to restore CNN, MS Now access * Trump wants ballroom to house a drone port * Sensitive F-35 parts diverted to China-held HK * CIA warns of Russian drone attack on Spain, Italy * Russian suicide drone struck Romania * NATO jets scrambled after Russian copter breach * Pakistan strikes Afghanistan after drone attacks AI & Tech * Trump, Xi want to leave AI ‘exactly where it is’ * OpenAI agent hacked Australian govt website * OpenAI gives Ukraine access to Daybreak AI tool * Patreon co-founder to lead OpenAI's creator team * Altman, Amodei brief UN on AI safety cooperation * Claude found novel enzyme system in DNA * Gemini 4 almost ready: Google * Meta intros VR glasses, Muse Charm AI pendant * Microsoft's President backs an AI 'kill switch' * Banks lend $22B for Alphabet-Blackstone AI JV * Enveda raises $311M for nature-derived AI drugs * Quantum chip crams in more data by vibrating * YouTube lets users customise algorithm with AI * Hackers deface FBI jobs site, claim agent data * Radio signals detected from exoplanet, first ever @YEET: Crypto's Casino Just passed $3.5B in lifetime volume! gm
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🟥 Things I'm looking at today 🟥 Powered by @yeet Subscribe: Crypto lower, Clarity vote today, AI stocks slump Crypto * BTC: 77,090 (-1%) | BTC.D: 58.8% (0%) * ETH: 2,477 (-2%) | BNB: 717 (-1%) | SOL: 101 (-1%) * Fear & Greed: 68 | 24h Liq: $358m * BTC ETFs: +$160M | ETH ETFs: +$121M * Top Gainers: AKE, CAP, LOBSTER, AI, LAPTOP * Crypto lower, ahead of Clarity vote today * Dems reject Clarity draft, send counter * Clarity 2026 odds fall to 16% on Polymarket * 114-page crypto tax package skips mining, staking * 18 state AGs urge Senate to reject Clarity Act * Largest US public union AFSCME opposes Clarity * Gillibrand privately pushes Dems to back Clarity * Bank groups demand strict stablecoin yield limits * Crypto has 'not priced in' Clarity: Bernstein * BTC post-quantum roadmap forms around BIP-360 * Strategy buys $139M STRC, Strive adds $37M BTC * ETH ETFs used as CME futures collateral: Bitfinex * Ethereum L1, Base split on AA standards * Robinhood plans voting, redemptions for stock tokens * Pixelmon to discontinue all game development * Revolut gave hackers data on 680 customers * US SBR bill orders study, not BTC buys * CoinEx to shut down * Etherscan launches Robinhood Chain explorer * WLFI proposes rewards for token lockers * BabyDoge acquires LimeWire for creator push * Kraken adds DeFi yield to tokenised stocks, ETFs * Balancer wind-down proposed as revenue stalls * MetaMask adds new scam protections to wallet * Kalshi launches gold, silver perps in US * DOJ seeks $61M Iran oil cash laundered via Binance * UK BTC DAT Satsuma to delist from LSE * FCA, BoE to publish UK tokenisation roadmap * Poland lost $230M on Venezuela oil deal in USDT * UAE to put Avalanche in UAE PASS digital ID * Stock, crypto interest jumps 96% in South Korea * Argentina to share crypto user data under CARF * Ondo expands to Australian markets Macro * NASDAQ: $26,190 (-0.6%) | Gold: $4,290 (-0.3%) * AI sell-off drives US stocks lower * Odds of Fed hike hit 94% * US 10yr yield hits highest since 2007 * US weighs 'phased' deal with Iran * Oil tops $108 as ME routes threatened * US gas prices up 52% YTD * IEA cuts 2026 oil demand forecast by 940K bpd * Fed to buy $15.6B bills for MBS reinvestment * SC rejects Trump bid to restrict mail ballots * 51% odds of Dems winning Senate, per Kalshi * EPA scraps limits on power plant emissions * DOJ uncovers $245M Covid relief programs fraud * US admits for first time it has weapons in space * Supertanker struck by mines in Hormuz: Iran * US could stay in Iran and keep oil: Trump * Houthis launch more attacks on Saudi * UNSC calls emergency meeting on Bab al-Mandab * Ukraine drones hit Russia's Syzran refinery * NATO jets shoot down drone over Lithuania * Russian frigate fires flares at Danish helicopter * Kim Jong Un vows stronger alliance with Russia * US sanctions Russia's VTB for helping Iran * Newsom won't run in 2028 if Harris runs * Kennedy Center could go broke, shut this week * Paramount threatens California exit * House votes to permanently scrap the penny AI & Tech * AI stocks fall on slowdown calls * CrowdStrike, Palo Alto rally as AI fears lift cyber * Trump rings Jensen on stage, brands AI fears 'hoax' * 'Not going to let' an AI slowdown happen: Jensen * AI doomer predictions are 'made up’: Jensen * China rejects AI slowdown calls * Clinton urges US to 'enlist the Chinese' on AI * Schumer demands classified Senate briefing on AI * Microsoft agrees AI is getting dangerous * Microsoft unveils 'Humanist AI' code of conduct * AI boom needs $110B of new power plants: Moodys * OpenAI contractors read users' ChatGPT chats * OpenAI buys Glass Imaging for $300M * OpenAI enterprise revenue +32% m/m in July * OpenAI cut Luna price 80%, usage rose 10x * OpenAI agents' top priority is automating research * Trump met Altman privately at GOP convention * DeepMind researcher quits, says AI 'could kill us all' * Anthropic launches Claude for Financial Advisors * Anthropic won't delay 2026 IPO: Axios * We’re 'highly profitable' excl. big costs: Anthropic * Rumble surges on reported $13.7B Anthropic deal * Anthropic co-founder calls for AI 'kill switch' * Palantir, Nvidia restrict Anthropic, OpenAI models * Google Cloud claims 2.7x price-performance edge * Oracle announces new layoffs to offset AI capex * Apple accepts 30-40% Samsung memory price hikes * Apple releases iOS 27 with Siri AI overhaul * iOS 27 lets users hide location from chosen people * AI brain implant lets paralysed woman speak again * X, SpaceXAI drop antitrust lawsuit against Apple * Amazon, Netflix, YouTube form streaming alliance @YEET: Crypto's Casino Just passed $3.4B in lifetime volume! gm
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🟥 Things I'm looking at today 🟥 Powered by @yeet Subscribe: 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
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🟥 Things I'm looking at today 🟥 Powered by @yeet Subscribe: Crypto lower ahead of CPI, STONK hits ATH, ETH leads majors Crypto * BTC: 77,790 (0%) | BTC.D: 59.0% (0%) * ETH: 2,500 (+1%) | BNB: 721 (+1%) | SOL: 101 (0%) * Fear & Greed: 57 | 24h Liq: $446m * BTC ETFs: -$283M | ETH ETFs: -$30M * Top Gainers: NIU LAI, STONK, RAY, PONS, NEAR * Crypto mixed, ETH leads BTC ETF outflows continue * BTC faces resistance at $83-85K: Glassnode * $72-73K is BTC's key support: CryptoQuant * BTC rally cools but golden cross nears * $400K BTC in 4 yrs still 'reasonable’: Coinbase * ETH’s Glamsterdam set for Sepolia on Oct 6 * Vitalik plan cuts quantum-safe privacy costs * X adds support for Robinhood Chain tickers * Robinhood Chain DEX liquidity tops $100M * Robinhood lists small memes incl. JUGGERNAUT * Pumpfun app removed from US iOS App Store * STONK bounces 2x to ATH as revenues surges * Solana sees ATH 263K tokens issued in one day * CLARITY Act adds DeFi rules ahead of vote * New text has 100+ Democrat changes: Lummis * Crypto market concentration at 2021 levels * Nasdaq invests $100M in Kraken parent at $21B * SBF asks SC to overturn conviction * Base App rebrands back to Coinbase Wallet * MoneyGram debuts stablecoin Visa card * Kalshi plans 24/7 Tesla, Apple, Nvidia perps * OKX intros 10x OpenAI, Anthropic perps in EU * Tokenised deposits = bank deposits: Canada’s OSFI * Danish central bank warns on stablecoin risks * India launches digital INR settlement for bonds * Aryadotag puts $2B India grain network on Aave * UK crypto strategy wins House of Lords backing * Russia to require tax IDs for crypto accounts * Nasdaq urges EU to scrap €100B tokenization cap Macro * NASDAQ: $26,080 (-0.7%) | Gold: $4,340 (+0.7%) * Oil continues march higher as Brent tops $111 * US diesel tops $6/gal for first time ever * US 10yr yield nears 5%, 30yr yield hits 5.38% * Traders fully price Fed hike by Oct after hot PPI * TLT collapses to lowest since 2004 * US-China 10Y yield gap hits record 324bps * $9.6T triple witching options expiry on Sep 18 * Gas to fall below $2/gal after midterms: Trump * WH brands $5K payments 'Trump Dividend' * US to sanction large bank Monday: Bessent * Iran attacks ships in Hormuz * Oil tanker rates hit ATHs on Mideast risk * Trump wont go 'full into Iran' due to midterms * Trump declines MBS request to strike Houthis * Houthis take Hisn Murad at Bab al-Mandeb * Qatar in talks to buy US LNG * Israel blows up Hezbollah tunnel network * Canada, Ukraine sign 100yr defence, trade deal * Ukraine drones hit Saratov refinery * ECB hikes rates by 25bps to 2.50% * Traders price 3 more ECB hikes by mid-2027 * China’s gold buys in Aug highest since 2023 * France seizes $260M cocaine at Dunkirk AI & Tech * Oracle rallies after market on earnings beat * OpenAI pauses new pro subs on Astra demand * OpenAI launches new ChatGPT for finance * OpenAI weighs slowing frontier AI work * 70% extinction risk in 3 yrs: OpenAI researcher * Let OpenAI into the energy grid: Altman * Iran used Claude to surveil thousands: Anthropic * Chinese labs trained on millions of Claude chats * China used Claude for PLA weapons work * Coxon's AI doom claims 'deeply untrue’: Jensen * AI doomers 'having AI psychosis’: Sacks * Rather American killer robots than Chinese: Cruz * DeepSeek nears GPT-6 Astra design at 1.4% cost * Nvidia could grow 70% next year: Jensen * DOJ probes Nvidia's Groq licensing deal * Palantir, Nvidia partner on AI for supply chains * SpaceX overhauls data centre build-out * First orbital computing sats next year: SpaceX * Microsoft aims to triple cloud capacity by 2032 * Universal Music, ElevenLabs launch AI platform * The Boring Company raises $3B in UAE-led round * Texas approves electric air taxi test flights * LG TVs caught scanning home networks * NASA eyes 2028 Moon return, IBM AI to help * Bending Spoons buys Miro for $1.36B @YEET: Crypto's Casino Just passed $3.4B in lifetime volume! gm
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🟥 Things I'm looking at today 🟥 Powered by @yeet Subscribe: Crypto higher, ETH ETF inflow streak ends, Broadcom outlook disappoints Crypto * BTC: 78,893 (+2%) | BTC.D: 59.6% (+0.1%) * ETH: 2,429 (+1%) | BNB: 713 (+4%) | SOL: 102 (+3%) * Fear & Greed: 64 | 24h Liq: $286m * BTC ETFs: +$101M | ETH ETFs: -$48M * Top Gainers: MARSCOIN, BR, AKE, USELESS, PONS * Crypto higher, as ETH ETF inflow streak ends * Strategy holds $66b reserves, second to Berkshire * BTC-Nasdaq correlation falls to 33%: Grayscale * BTC downside limited above $76,350: Bitfinex * Average BTC investor in profit at $80K: Schwab * ETH top pick, expect 3-5x move: Hayes * HYPE enters Hashdex US index ETF at 3.4% weight * Multicoin sells HYPE, has sold 75% from peak * PONS ATH, AI coin winner for on-chain stock pairs * Pons launchpad fees ATH, tops all meme chains * Robinhood Chain DEX volume hits ATH $2.67b * Robinhood Chain RWAs top $100m, 2x in 3 days * Hot money rotating out of AI into crypto: CZ * X foiled mass password-reset attack: US AG * CFTC moves to dismiss CME’s perps lawsuit * Kraken parent delays IPO to Q2 2027 * Wyoming taps Chainlink for FRNT reserves * Tokenised equity holders +134% m/m to ATH * Rain exploit drains $1.1m from card users * Sui protocol Full Sail winds down after exploit * Kalshi seeks CFTC nod for first US WTI perp * NJ asks SC to rule on Kalshi sports contract case * Kalshi faces $500K daily fine in Michigan * DOJ seizes $560K in Hamas funding probe * Singapore proposes ban on stablecoin yield * Coinbase launches 10x BTC futures in Canada Macro * NASDAQ: $26,220 (+0.5%) | Gold: $4,430 (+1%) * Stock market fear at two month high * Trump considers declaring Iran war over * US escorts 40 tankers through Hormuz * US destroyed 28 ships in Hormuz on Tuesday * Rename Hormuz the Trump Strait?: Trump * Iran launches new attacks on US bases * Signs of fresh JPY market intervention * BoJ prefers Quarter-Point rate hike * Global bond rout gathers pace on inflation fears * US Private payrolls data weaker than expected * US subprime auto delinquencies rate hits ATH * Gold, Silver now legal tender in Texas * US gets control of over 65b bbl of Venezuela’s oil * Xi to visit White House on Sep 24: Trump * PBOC fixes CNY at strongest since Feb 2023 * BRICS overtakes G7 in economic output * US moves to isolate Nicaragua * Germany nears destroying all ties with us: Putin * Qatar, UAE turn to LNG ship transfers * 10 years jail for NGOs aiding migrants: Greece * DOJ widens beef price probe to 8 retailers AI & Tech * Broadcom slumps, on weaker Q3 outlook * Researchers fear safety disaster ahead of Astra * OpenAI building automated shutdown for rogue AI * 78% odds OpenAI ships Astra today: Polymarket * Trump admin backs OpenAI in NYT copyright suit * OpenAI sued over Tumbler Ridge mass shooting * Altman warns of AI bubble * Google ships Gemini 3.8 Flash, it 'works harder' * Google avoids break-up in ad-tech antitrust case * Anthropic tightens testing, training safeguards * NYSE used Anthropic Glasswing to fix cyber flaws * Claude Commerce Agents goes open source * Meta drops Muse Spark 1.3, claims beats GPT-5.6 * AI token use will not count in reviews: Meta * Microsoft names half its org 'Agents and Infra' * Wonderful raises $550m at $5b, 2x+ in 6 months * AfterQuery becomes YC's fastest-ever unicorn * AI firms doing 'terrible job' on PR: Bessent * NYC bans AI for students until high school * Snowflake surges after market on stellar Q2 * Nvidia now ~8% of S&P 500, tops 4 sectors * Uber is laying off 10% of staff * Uber to launch robotaxis in London @YEET: Crypto's Casino Just passed $3.2B in lifetime volume! gm
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🟥 Things I'm looking at today 🟥 Powered by @yeet Subscribe: Strategy buys BTC, Hyperliquid talks US entry, Robinhood teases cat Crypto * BTC: 78,004 (0%) | BTC.D: 59.7% (-0.1%) * ETH: 2,455 (0%) | BNB: 687 (0%) | SOL: 102 (-1%) * Fear & Greed: 70 | 24h Liq: $143m * BTC ETFs: +$217M | ETH ETFs: +$88M * Top Gainers: MARSCOIN, CAG, USELESS, ARB, PONS * Crypto steady, as Strategy buys $370m BTC * HYPE rallies on US entry talks * SOL prints first green month since Sep 2025 * Strive buys $143m BTC * Metaplanet moves $377m BTC to Coinbase * BitMine buys $131m ETH, holds 5.9m of ETH * Solana non-vote txns hit record 191m * PONS, AI continue pump * Robinhood teases 8-bit cat * CME launches altcoin indices * OpenSea now supports Solana NFTs * DeFi Development prices $19.8m CHAD deal * ICE taps tZERO for NYSE tokenised platform * Telegram begins Gram Wallet rollout * Pi Network ships a DEX as market looks away * 1789 Capital to invest $300m+ in Polymarket * Solana AMM Aquifer hit by $2.5m exploit * Crypto hacks rose 67% in Aug to $136m * South Korea BTC premium back after 15 weeks * Payward to tokenize LSE stocks * Lazarus wallets move $30m via Hyperliquid * Japan moves to cut JPY stablecoin tax rules * Russia opens regulated crypto trading * Singapore proposes 100% reserve stablecoins * Ireland excludes crypto from tax saver accounts * Thai SEC eyes rules for retail crypto derivatives Macro * NASDAQ: $26,370 (-0.1%) | Gold: $4,420 (-0.6%) * S&P 500 posts ATH monthly close * Trump threatens new Iran strikes * Trump rules out nuclear weapon on Iran * Japan 10yr yield hits 2.98%, highest since '96 * Bessent tells BOJ’s Ueda to raise rates * Only way out of debt is to grow: Bessent * Gold worth $5,025 on M2 basis: Fidelity * ExxonMobil going back into Venezuela: Trump * SC allows Trump to build WH ballroom * 51% odds Dems sweep midterms * DHS plans voter fraud crackdown in 9 states * US drops Obama-era truck fuel rules * Russia hammers Kyiv for sixth straight day * Russia seeks AI, digital tie-up with China * Army chief Driscoll quits amid Hegseth row * US Army to install 20 nuclear micro-reactors AI & Tech * Outlook and ChatGPT Work hit by outages * OpenAI is destroying evidence: Apple * Anthropic, Lambda agree $35b compute deal * Sony sues Anthropic over AI music training * Instagram limits undisclosed AI profiles * Groq 3 LPX now in full production: Nvidia * Chinese AI firm API sales surge * Saudi Humain partners Together AI on DCs * Hugging Face’s duck robot selling fast * Tesla adds Cybercabs to Texas robotaxi fleet * FTC sues Amazon over advertiser overcharges @YEET: Crypto's Casino Just passed $3.2B in lifetime volume! gm
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