🇸🇬 Mechanism Capital

CLARITY ACT has received a new key deadline — September 15th! 🚨 The US Senate is leaving for the August recess, and Majority Leader John Thune confirmed that after returning, the senators will continue working on the law on the regulation of cryptocurrencies. #USA #News #Crypto

Ripple has unlocked 1 billion XRP as part of its planned August escrow release. At the current exchange rate , the amount of unblocked funds is about $1.08 billion . This program has been in effect since 2017 and is used to predictably manage the XRP supply. At the same time, Ripple traditionally returns most of the unlocked tokens back to escrow, rather than releasing them to the market. After the August unblocking, there are still more than 32 billion XRP in escrow. #XRP #Ripple #Crypto

A Chart Showing How Money Loses Value #usd #history

🤿️ Back in 2010, Satoshi Nakamoto already understood that quantum computers could become a threat to blockchains. Now, that threat is gradually becoming more than just a theory, and Starknet is preparing in advance. 🛡 The team says the network will become fully quantum-resistant across every layer long before quantum attacks become a real problem. This means Starknet's security is being built not only for today, but also for the future.

Moonshot AI introduced Kimi K3, a model with 2.8 trillion parameters and a context of up to 1 million tokens, which beat Claude and GPT in the code writing test. ➠Kimi K3 is distributed for free and with open weights, the model can be downloaded, run on its own servers and modified without paying the developer – a blow to the thesis that advanced AI will remain scarce, expensive and American. The full release is scheduled for July 27. If the stated results are confirmed, the market may reconsider the need for huge spending on expensive AI models, chips, and data centers (a blow to Nvidia). Bitcoin is moving more and more along with AI companies and chip manufacturers. Therefore, the sale of technology stocks can put pressure on this asset at the same time. Mining companies that transfer capacity to AI data centers may also be under attack. If the new models require less computing resources, the demand for such infrastructure will decrease. Recall that a similar situation occurred after the sensational release of DeepSeek in 2025: Nvidia shares and Bitcoin plummeted. #News #AI

Michael Burry says the biggest source of demand for U.S. stocks has disappeared. Net equity issuance by U.S. companies has turned positive again for the first time since 2021. Companies are now issuing more new shares than they are buying back. For most of the past 20 years, share buybacks steadily reduced the overall supply of shares in the market, providing a powerful tailwind for stock prices regardless of corporate earnings growth. The last time net equity issuance turned positive was in 2021 — just before the 2022 market downturn. For two decades, share buybacks were the single largest source of demand for U.S. equities. That source of demand has now disappeared. #News #Crypto

The head of the SEC: "The President, in fact, challenged us to turn the United States into the cryptocurrency capital of the world. So that's what we're doing." The SEC has published a regulatory agenda with plans for 2026 with a strong focus on cryptocurrency and tokenization. Main points: ➠For broker-dealers, the SEC is going to review three key rules at once: minimum liquid capital requirements, protection of client assets in case of broker bankruptcy, and accounting rules. They want to adapt all these changes to crypto assets – reduce requirements + introduce regulatory clarity. ➠The SEC plans to prescribe clearer rules for the issuance and sale of tokens. This includes possible exemptions for cryptocurrency projects so that they can be launched in the United States legally, and not through gray areas. ➠ A separate block is trading crypto assets on regulated platforms. The SEC is going to clarify how national exchanges and alternative trading systems will be able to trade. ➠Storage of crypto assets for investment advisers and funds – there are plans to prescribe how such players can legally hold digital assets of clients and funds. ➠The SEC is also going to update the rules for transfer agents - this is about tokenized securities and blockchain registries, where ownership rights can be fixed through DLT (how to issue, store and trade RWA). ➠The overall goal is to make the United States the most attractive jurisdiction for the crypto industry. At the same time, the SEC promises not to reduce the protection of ordinary investors and continue to pursue fraudsters. Earlier: The SEC is working hard #SEC #USA #Crypto

Ethereum founder has unveiled the network’s development roadmap for the coming years - and it’s incredibly ambitious. ⚡Ethereum is preparing for its biggest transformation since The Merge. Key priorities: 🔐 Quantum-safe upgrades to protect against quantum computers 🧠 Integration of recursive STARK proofs ⚡ Significantly faster transaction finality 📈 Scaling the network to entirely new levels 🕵️ Built-in privacy as a core priority 🤯 The Ethereum team is already preparing for a future in which quantum computers could break today’s cryptographic keys. While most blockchains are not yet seriously addressing this threat, Ethereum is building its infrastructure with the next several decades in mind. According to Vitaliy Buterin, the Lean Ethereum vision will reshape nearly every core component of the network over the next 3–4 years. Ethereum is evolving toward a future that is faster, more scalable, more private, and more resilient. 🚀 #Ethereum #Buterin #Crypto

History repeating itself ❔ #Bitcoin #Crypto #Markets

🤔 Since Donald Trump took office as President of the United States on January 20, 2025, here's how a $10,000 investment in each of the largest cryptocurrencies would have performed. If you had invested $10,000 in each asset that day, here's what you'd have today: 🔸 BTC - $6,126 (-38.7%) 🔸 ETH - $5,380 (-46.2%) 🔸 XRP - $4,267 (-57.3%) 🔸 SOL - $2,560 (-74.4%) 🔸 DOGE - $2,131 (-78.7%) 🔸 AVAX - $1,800 (-82.0%) 🔸 ADA - $1,703 (-83.0%) 🔸 SUI - $1,393 (-86.1%) 🔸 DOT - $1,400 (-86.0%) 🔸 ENA - $800 (-92.0%) 🔸 APT - $700 (-93.0%) 🔸 TRUMP - $230 (-97.7%) 🔸 MELANIA - $50 (-99.5%) Despite high expectations from the crypto community, most major altcoins have significantly underperformed during Trump's presidency. Even Bitcoin is down nearly 39%, while the TRUMP and MELANIA memecoins have collapsed by more than 97%. 🏆 Among all the assets listed, Bitcoin remains the strongest performer. #Bitcoin #Crypto #Altcoins

💎 Looks like Pavel Durov made his move just in time... He literally erased the chart of TON's former glory. 🧹 Are we really about to see $GRAM at $0.10? #TON #GRAM #Telegram

⚒ Binance has removed the Proof of Work (PoW) tag from all coins that are mined using hardware The move has already sparked discussions across the crypto community, especially among supporters of traditional mining-based cryptocurrencies. #Binance #Crypto #PoW

🛍 RoboStrategy Portfolio

Ripple と Mastercard が、XRPL と RLUSD を基盤とした AI 決済の発展に向けて正式に提携 💳🔥 ここ数日、市場で話題となっていた内容に対する確認が出ました。 #Ripple #XRPL #RLUSD

🕕 Straight to a trillion xD

📕 The Economist covers are traditionally designed in a provocative style. They’re not “secret plans,” but rather visual metaphors for trends the world is actively debating. The main message of this cover reads pretty clearly: “The jobs apocalypse” = a jobs apocalypse 💼 People falling into a vortex → a symbol of mass job displacement The red digital grid evokes AI, algorithms, and machine-driven systems The subtitle “Hope for the best, plan for the worst” signals uncertainty: hope for the best, prepare for the worst. Why this topic is gaining so much traction: The cover seems to reflect a growing concern among business leaders and institutions: “We are entering an era where the value of human labor will be radically reassessed.” And yes, the split is already becoming visible: • people using AI → become more effective • people ignoring AI → gradually become less competitive The most likely scenario is not “AI replaces everyone,” but rather: One person with AI will be able to do the work of 5–10 people without AI 👨‍💻 A little hello to those still skeptical about team cuts across certain crypto projects 👀👀👀 #AI #FutureOfWork #TechTrends

🙂 Binance’s 30-day liquidity index for $XRP crashed from 4.0 to just 0.043 today This isn’t just a drop in activity, it’s near-total liquidity evaporation. 💰 When the index falls this sharply, it usually means: • order books become thinner • it becomes harder for large players to enter without moving the price significantly • volatility can spike even on relatively small volumes Historically, periods like this have often acted as a setup for major market moves ⚡️️ #XRP #Binance #CryptoMarket

💡 RoboStrategy, Inc. (Nasdaq: BOT) is a closed-end fund registered under the Investment Company Act of 1940. This content is for informational purposes only and does not constitute investment advice or an offer to buy or sell securities. Investing involves substantial risks, including possible loss of principal. The fund invests in robotics, physical AI, emerging technologies, and private companies, which may involve heightened volatility, limited liquidity, valuation uncertainty, and concentration risk. References to portfolio companies are illustrative only, do not represent all investments made by the fund, and are not investment recommendations. Portfolio holdings are subject to change. Forward-looking statements are inherently uncertain. See the prospectus and SEC filings for additional information ➡️

📣 BOT: Public Market Access to Private Robotics Companies Introducing RoboStrategy: RoboStrategy, Inc. (Nasdaq: BOT) is a closed-end management investment company providing concentrated exposure to robotics and physical AI 🧠 The fund is designed to give public market investors exposure to a portfolio that aims to include the most promising private, pre-IPO, and public robotics and physical AI companies. It bridges a structural gap between where robotics innovation is occurring (largely in private markets) and where most investors can access exposure (public markets). The fund seeks to provide investors with access to a sector that has traditionally been limited to venture capital, and aims to provide exposure to companies that may stay private for longer. // The Core Insight We believe the robotics industry is at an inflection point, with physical AI and robotics increasingly being applied to labor-constrained global industries such as manufacturing, logistics, and services. According to the International Labor Association, labor accounts for approximately 52% of global GDP.¹ According to Statista, global GDP in 2025 was $118T.² This represents an implied global labor market size of roughly $60T. At the same time, this labor base is increasingly constrained: Korn Ferry projects a global shortage of 85.2 million skilled workers by 2030, including a 7.9 million worker deficit in manufacturing alone.³ Deloitte and The Manufacturing Institute estimate the US could need 3.8 million new manufacturing workers by 2033, with 1.9 million of those roles at risk of going unfilled.⁴ Physical AI and robotics are emerging as a primary means of closing that gap. While public markets currently offer indirect exposure to robotics through diversified technology companies, much of the value creation is occurring in private companies that remain inaccessible to most investors. // Portfolio Focus 💼 The portfolio focuses on what the fund believes are category-defining robotics and physical artificial intelligence innovators, including Figure AI, Apptronik, Dyna Robotics, Standard Bots, Dexmate, and other pioneers advancing autonomous systems, machine perception, and human-machine collaboration. The managers of the fund seek to optimize returns by actively managing the portfolio and continuing to make new investments in leading private robotics companies. // The Ambition 🎯 The fund's long-term goal is to grow into a significant public-market vehicle for robotics investing, providing public-market access to private innovation in the sector. // Footnotes & Disclosure: ¹ International Labour Organization, World Employment and Social Outlook: May 2025 Update. https://ilo.org/sites/default/files/2025-05/WESOUpdate_May2025_1.pdf ² Statista, Gross domestic product (GDP) in current prices worldwide. https://statista.com/statistics/268750/global-gross-domestic-product-gdp/ ³ Korn Ferry, Future of Work: The Global Talent Crunch. https://kornferry.com/about-us/press/talent-crunch-future-of-work ⁴ Deloitte & The Manufacturing Institute, Taking charge: Manufacturers support growth with active workforce strategies, April 2024. https://www2.deloitte.com/us/en/pages/about-deloitte/articles/press-releases/us-manufacturing-could-need-new-employees-by-2033.html