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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