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Crypto rips, ATH shorts liquidation, Treasury expands buybacks
Crypto
* BTC: 71,890 (+12%) | BTC.D: 58.9% (+0.2%)
* ETH: 2,281 (+19%) | BNB: 645 (+7%) | SOL: 87 (+13%)
* Fear & Greed: 61 | 24h Liq: $3.02b
* BTC ETFs: +$517M | ETH ETFs: +$18M
* Top Gainers: HYPE, ZBCN, LIT, SPX, PEPE
* Crypto, Gold rip as Treasury doubles debt buybacks
* Largest short liquidation event in crypto history
* CFTC working to onshore Hyperliquid, HYPE surges
* US military runs a Bitcoin node: Admiral
* US has discussed buying sizable BTC: Trump
* Trump meets crypto CEOs at WH summit
* BTC rally is local, not a trend reversal: Glassnode
* BTC primed for a big breakout: Fidelity
* Zhibao adds 2,380 BTC in $154.7m DAT pivot
* Final GENIUS Act rule lands by Nov: OCC
* FWAir launch details released
* Grayscale files fourth amendment for Zcash ETF
* Ethena, FalconX open $1b USDe credit line
* Coinbase adds Hyperliquid perps to Base
* Kraken freezes $4.2m in HTX poisoning scam
* Rapid7 finds AI-built crypto phishing kits
* Ripple raises $275m for prime brokerage
* HSBC, StanChart do first Swift tokenised deposit
* Nethermind quits LayerZero for Chainlink
* BitGo Korea first foreign firm to win VASP
Macro
* NASDAQ: $26,330 (+0.2%) | Gold: $4,490 (-0.7%)
* Stocks up as double treasury buybacks calm yields
* Gold, Silver add $1.3T to market cap
* Moderna rips on cancer vaccine, up 212%
* Inflation risk skewed to upside: Fed minutes
* Trump sets first GOP midterm convention
* Trump cuts refundable tax credits for illegals
* US secretly moving oil via Strait of Hormuz
* Trump declares 'Economic D-Day' against Iran
* US has not released any frozen assets: Iran
* US to halve tariffs on Canadian steel, aluminium
* Russia detects extensive NATO air activity
* Russia launched massive missile attack on Kyiv
* Ukrainian drones hit the Ufa oil refinery
* Japan posts record July exports, imports
* Israel halts all defence exports to Qatar
* South Korea pushes for military independence
* Rice prices are up 50% so far in 2026
* US ground beef hits record $7.10/lb
AI & Tech
* KOSPI rallies, as SK hynix unveils ~$29bn buyback
* AI debt supply crowds out Treasury issuance
* Coders find workarounds to Claude watermarks
* Codex hits 20m weekly active users
* AI helped designed Moderna's cancer vaccine
* Google adds AI study tools to Search, Gemini
* Stripe tells investors 'the singularity' has begun
* Stripe buys AI marketplace OpenRouter
* Google gets the right to buy $12.2B of Marvell
* AI chip shipments to rise 43% in 2027: JP Morgan
* Rillet raises $100M at a $1B valuation
* Loudoun County eyes $1.3B data center tax
* AI chain gun fires steerable anti-drone rounds
* Flock's AI tool goes beyond plate tracking
* Cognition denies SpaceX takeover attempt report
* Valve leaks nearly all about its Steam Frame
@YEET: Crypto's Casino
Just passed $3.1B in lifetime volume!
gm