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  • 7 авг.☕️ GM! Here are the most important market events over the last 24 hours: 🌍Market Overview: 🔸 US payrolls fell by 23,000 in July against a forecast 83,000 gain, and downward revisions cut the 12-month average to 34,000. Unemployment fell to 4.1%, but only on a five-year-low participation rate. 🔸 Tesla and SpaceX committed an initial $16.8 billion to Terafab, the chip factory they are building together in Grimes County, Texas. Over 100 million square feet and at least 3,000 jobs are planned. 🔸 Sandisk and Western Digital both fell about 10% pre-market despite strong results. Sandisk guided first-quarter revenue to $10.7 billion against $11.2 billion expected. Both are up 3,000% and 550% over 12 months. 🔸 Google DeepMind open-sourced WeatherNext after scaling its ensemble from 50 predictions to 1,000. Three-day forecasts now match what older models managed at two days, about a decade of meteorological progress. 🔸 Rep. Ted Lieu wants the AI Kill Switch Act passed this year, saying closed-weight models are already running unauthorized hacks. OpenAI's models breached Hugging Face, and Anthropic and Meta have had incidents since. 🔸 OpenAI is removing limits on text chats in ChatGPT, which just crossed 1 billion weekly users. GPT-5.6 Luna becomes the default for Free and Go, and a Think button arrives next week. 🪙Crypto Updates: 🔸 The Senate left Washington for its August break without voting on the Clarity Act, pushing market structure to September. $BTC held near $64,300, flat on the week, while $XRP fell 5.5%, worst of the majors. 🔸 A control battle broke out at Ondo Finance. Kathleen Allman, mother of late founder Nathan Allman, sued in Delaware Chancery on July 24 to remove CEO Ian De Bode, who calls the claims meritless. 🔸 $SUI is adding two NIST post-quantum signature schemes, ML-DSA-65 for regular accounts and SLH-DSA-SHA2-128s for high-value vaults. Vaults land on mainnet this year, native accounts on testnet by end of 2026. 🔸 Ether​.fi stripped restaking out of weETH, leaving a plain $ETH staking token, and moved the extra yield into a second token, weETHs. It holds about $3.55 billion of deposits. 🔸 Tokenized real-world-asset deposits tripled to $7.4 billion in the second quarter from $2.3 billion a year earlier, CoinShares found. Nearly 70% of them sit on Ethereum lending venues. 🔸 Tether is taking its Hadron tokenization platform into Saudi Arabia, starting with institutional real estate. First Data acts as issuer and market operator, and BKN301 connects banking and compliance.0,21%
  • 13 авг.☕️ GM! Here are the most important market events over the last 24 hours: 🌍Market Overview: 🔸 July producer prices were flat on the month where economists looked for a 0.2% rise, and ran 4.7% on the year. Core cooled to 4.2% from 4.7%. Claims rose to 209,000, easing the case for a September hike. 🔸 xAI shipped Grok 4.6. It matches GPT-5.6 Sol on the Artificial Analysis index, a composite of nine benchmarks, and is live in Cursor today. 🔸 The IEA cut its global oil demand outlook again, even with supply still running 6.3 million barrels a day below last July. Demand is being marked down faster than the Hormuz closure is marking down supply. 🔸 Meta and Nvidia both put out free-to-download AI models this week, an answer to the Chinese labs that have owned open weights. Over 20 US tech firms had asked policymakers to leave the category alone. 🔸 The NYC Council is probing how Polymarket, Kalshi, Coinbase and Gemini's Titan advertise. Three levels of government now: the CFTC says keep operating, the state calls it illegal gambling, the city goes at the ads. 🔸 Google DeepMind put sign language AI into a consumer product for the first time. Its SL2T model does sign-to-text in Gboard and Live Transcribe on Pixel 11, starting with ASL. About 70 million people sign. 🪙Crypto Updates: 🔸 A routing glitch knocked almost 29% of $SOL's staked tokens offline, leaving the network 20 million tokens short of the one-third level where finality stops. The 2024 halt took five hours to restart. 🔸 Fidelity filed to add staking and quarterly cash payouts to its $898 million $ETH ETF. The fund would keep 85% of gross staking rewards, with 15% going to the sponsor, custodians and node operators. 🔸 Dogecoin open interest is back to 17.18 billion $DOGE, just under the October 2025 peak, except DOGE trades at 7 cents now instead of 25. On OKX longs outnumber shorts more than five to one. 🔸 Anchorpoint, the Standard Chartered venture with Animoca and HKT, started a limited rollout of HKDAP, a Hong Kong dollar stablecoin, four months after it won one of the city's first two issuer licences. 🔸 Goldman Sachs is paying up to $2.25 billion for NEOS, four months after filing to build its own $BTC covered-call fund. 🔸 Russia's central bank will let retail traders buy exactly three tokens from September 1: bitcoin, ether and USDT. Non-qualified investors get capped at 300,000 rubles a year, about $3,600, per intermediary.0,12%
  • 3 авг.☕️ GM! Here are the most important market events over the last 24 hours: 🌍Market Overview: 🔸 Alibaba unveiled Qwen3.8-Max, its new flagship AI model, and said the open weights ship next week so developers can run it locally. The stock rose 6%. DeepSeek pushed V4 Flash into beta on Friday. 🔸 OPEC+ approved a September quota increase of about 188,000 barrels a day, finishing the phased rollback of the 1.65 million bpd voluntary cuts agreed in 2023. Roughly 2 million bpd of 2022 cuts stay in place. 🔸 Prediction markets set a monthly record in July: $50.59 billion in combined volume across Kalshi, Polymarket and Polymarket US, up 7.8% from June. Kalshi alone was $37.7 billion of that. 🔸 China's private factory gauge fell to a four-month low of 50.9 in July from 51.7, missing the 51.5 forecast, and the official survey unexpectedly contracted. Softer Chinese demand drags on global growth. 🔸 SpaceX reports Tuesday, its first earnings as a public company since June's IPO. Palantir goes after today's close, with AMD alongside SpaceX on Tuesday. 🔸 The ISM Manufacturing PMI jumped to 55.6 in July from 53.3, beating the 54.0 consensus and marking the strongest US factory expansion since May 2022. That leaves the Fed even less room to ease. 🪙Crypto Updates: 🔸 Wallets tied to Trump Media sent 2,628 $BTC, about $165 million, to Crypto​.com on Saturday. The roughly 4,261 $BTC left behind matches the 4,260.73 pledged against notes maturing by May 2028. 🔸 A fourth Coldcard sweep wave opts into replace-by-fee, so a victim who finds their address in the mempool can pay more and move the coins out first. Losses across four waves are near $114 million. 🔸 CLARITY was missing from the Senate's published Monday schedule. A cloture petition filed Wednesday could still produce a Friday vote, but the chamber leaves Aug. 10 and does not return until Sept. 11. 🔸 The SEC froze Nasdaq's approval of cash-settled bitcoin index options after CME argued bitcoin is a commodity and belongs to the CFTC. The product stays on hold and comments close Aug. 24. 🔸 South Korea's largest exchange Bithumb is targeting a 2028 IPO after an internal reorganization, aiming to finish accounting and risk work by the end of 2026 and seek a preliminary listing review in 2027. 🔸 Binance is pulling Across Protocol, Hashflow, PIVX, Vulcan Forged PYR, Vanar and Viction off spot trading on Aug. 17. Futures settle Aug. 7 and withdrawals stay open through Oct. 17.0,11%
  • 31 июл.☕️ GM! Here are the most important market events over the last 24 hours: 🌍Market Overview: 🔸 Amazon rose 12% premarket while Apple fell 7%. AWS grew 37% year over year, its fastest since 2021, and Apple guided current-quarter growth to 9% to 11% against the 12% analysts wanted. 🔸 South Korea's Kospi surged as much as 17%, rebounding from a three-day rout that had left the index more than 40% below its June peak. Samsung and SK Hynix both jumped more than 23%. 🔸 New York sued Kalshi in state Supreme Court on Friday to bar it from running an unlicensed gambling business, seeking triple its gains plus $100,000 for each unauthorized wager offer. 🔸 Anthropic reviewed 141,006 evaluation runs and found three cases where Claude reached the open internet from a test environment that should have been sealed, then broke into three real companies. 🔸 OpenAI cut GPT-5.6 prices three weeks after launch. Luna drops 80% to 20 cents per million input tokens and Terra drops 20% to $2, as enterprises push back on what frontier models cost. 🔸 The Bank of Japan held at 1% on an 8-1 vote, with Takata pushing for 1.25%, and warned core inflation will run clearly above 2%. Tokyo had intervened overnight, pulling the yen from 163 to 157.96. 🪙Crypto Updates: 🔸 A key-generation flaw in Coldcard hardware wallets drained 594 $BTC, roughly $38 million, from about 500 wallets in 25 minutes. Maker Coinkite thinks the attacker used AI to read its old firmware. 🔸 Strategy booked an $8.2 billion second-quarter loss, almost all of it an $8.32 billion unrealized markdown on its bitcoin. It held 843,775 $BTC on July 26, up 25% from the start of the year. 🔸 Ondo Finance is weighing an acquisition worth $250 million to $500 million, with wealthtech among the targets, per a person familiar. Ondo says it is not in talks with anyone. $ONDO traded 6% higher near $0.42. 🔸 An Aave proposal would shut its deployments on Sonic, Scroll, zkSync, Metis, Soneium and Aptos. Each now earns under $5,000 a quarter, against more than $142 million a year on Ethereum mainnet. 🔸 US spot bitcoin ETFs are on track for the smallest monthly inflows ever, just $205 million in July, after $2.43 billion left in May and $4.52 billion in June. Ether funds took in $342.85 million. 🔸 Coinbase fell roughly 5% after hours on revenue of $1.22 billion against $1.29 billion expected, with transaction revenue at $599 million. It added 819 $BTC in the quarter to hold 17,211.0,11%
  • 3 авг.We're LIVE. Saylor Is $10.9B Underwater. He Sold on the Four-Year Line. Join here: https://www.youtube.com/watch?v=9kwJNBcRP540,08%
  • 14 авг.☕️ GM! Here are the most important market events over the last 24 hours: 🌍Market Overview: 🔸 July retail sales fell 0.6%, the biggest decrease since May 2025, after Americans splurged on the World Cup and an early Prime Day in June. Economists had looked for a small rise. 🔸 Google shipped Gemini 3.7 Flash to general availability, scoring 1588 Elo on WebDev Arena against 1538 for the prior model. OpenAI previewed a Cerebras-backed GPT-5.6 Sol tier running up to 14 times faster. 🔸 Kalshi is in advanced talks with Sequoia Capital and Wellington Management for at least $750 million at a $40 billion valuation. In May it raised $1 billion at $22 billion, so the mark has nearly doubled since. 🔸 DeepSeek moved V4 Pro to general availability with no blog post, at $0.435 and $0.87 per million input and output tokens against Claude Fable 5 at $10 and $50. Fable 5 still leads its own table by 5.3%. 🔸 Trump signed a proclamation putting a 100% tariff on drones he deems particularly sensitive, 25% on smaller ones and 15% on EU, Japan, Korea, Switzerland and Taiwan imports. It takes effect in 21 days. 🔸 OpenAI's revenue chief Denise Dresser is leaving after eight months, days after longtime exec Brad Lightcap. Anthropic's CFO is running early investor meetings. Both labs are retooling ahead of IPOs. 🪙Crypto Updates: 🔸 Tether completed its first full financial audit. KPMG US issued an unqualified opinion on the 2025 statements, which showed reserves exceeding liabilities by $6.814 billion, and counted the gold bars by hand. 🔸 Uniswap's $UNI burn rate roughly doubled after a Robinhood-linked fee switch went live on July 27, to about $90 million a year. That retires 25 million $UNI, just over 4% of circulating supply. 🔸 Ether.​fi committed $3 billion of $ETH to ETHGas as validator liquidity on a three-year deal, and rebuilt its neobank around an Aave market on Optimism lending against portfolios near 4%. 🔸 The SEC pulled Friday's meeting to propose Regulation Crypto, citing an unforeseen scheduling issue and giving no new date. Its tokenization innovation exemption is being delayed alongside it. 🔸 MSCI opened a consultation on screening non-operating companies out of its indexes. Run on current data it would have removed Strategy, Metaplanet and Yellow Cake from the ACWI IMI. 🔸 More than 40 crypto firms asked the biggest AI labs for early access to their best models. Attackers already have them. **Telegram assembly note for the Publisher:** the exact intro line `☕️ GM! Here are the most important market events over the last 24 hours:` is the FIRST line of the message, above `🌍Market Overview:`. Then the six market bullets, then `🪙Crypto Updates:`, then the six crypto bullets. Zero hashtags. Cashtags restored on UNI and ETH only; USDT is not used as a ticker in the Tether bullet, so nothing to prefix there. The MO-1 placeholder must be swapped here too. ---0,05%
  • 30 июл.☕️ GM! Here are the most important market events over the last 24 hours: 🌍Market Overview: 🔸 The Fed held at 3.50% to 3.75% on a 9-3 vote, with Hammack, Kashkari and Logan dissenting for a 25 basis point HIKE, the most members pushing for an increase since September 2016. September hike odds now top 57%. 🔸 Microsoft posted $90.01 billion of fiscal fourth-quarter revenue against $87.62 billion expected, and full-year Azure revenue topped $100 billion for the first time. Azure growth accelerated to 43% from 40%. 🔸 The Nasdaq closed 1.74% lower at 24,442.94, more than 10% off its record and in correction, and the Dow lost 1,153.18 points. Warsh's tough talk failed to convince the bond market, where the 30-year hit 2007 highs. 🔸 Zuckerberg raised the low end of Meta's 2026 capex range by $5 billion to $130 billion to $145 billion after free cash flow shrank 90% from a year earlier. Shares fell more than 7% after hours, down 11% on the year. 🔸 Q2 GDP slowed to a 1.5% annual rate from 2.1%, but the drag was government spending, not demand, which accelerated to 3.9%. Prices ran hot: the gross domestic purchases index jumped to 5.7% from 3.6%. 🔸 OpenAI is handing academic researchers free access to its frontier models across ChatGPT, ChatGPT Work and Codex, starting with 10,000 this summer and expanding to 100,000 through 2027. 🪙Crypto Updates: 🔸 XRP Ledger activated its fixCleanup3_2_0 amendment on 85.71% validator support, 30 votes for and five against, making 3.2.0 the minimum release and amendment-blocking every node still below it. 🔸 Pump.​fun's token graduation rate hit 6.7%, roughly 8x the June average, after BOOST began redirecting the 20% of migration liquidity that used to sit dead in the PumpSwap pool into automatic buybacks. 🔸 The Ethereum Foundation put security researcher pcaversaccio, co-founder of the SEAL 911 emergency response initiative, on its board for a one-year term, taking it to four. First addition after a year of exits. 🔸 MoonPay launched PayBox, a payment vault that lives inside Claude and ChatGPT and lets AI agents pay for things, covering Solana plus seven Ethereum-compatible chains and built on Coinbase's x402 protocol. 🔸 Blockaid counted 212 verified exploits in the first half of 2026, the highest half-year count on record, with more than $1.1 billion stolen. Compromised keys and signing infrastructure drained 74% of it. 🔸 Crypto held flat through last Thursday's $797 billion drop in US megacap tech and Korea's record two-day slide, which CoinDesk reads as thinning liquidity, not an equities reaction. $BTC $64,100, $ETH $1,905.0,03%
  • 10 авг.Going live at 2:00 PM ET. The CLARITY Act finally has a Senate vote date. So why do prediction markets still say it never becomes law? Also: XRP left behind in a green week, a Wall Street giant defending Dogecoin, hedge funds flipping long on Bitcoin futures, and Bitcoin sitting on its 200-week line into CPI. https://www.youtube.com/watch?v=HwSkYO9yAW40,03%
  • 12 авг.We're LIVE. Top Altcoins to Buy at the Bear Market Bottom in 2026. Join here: https://www.youtube.com/watch?v=2kjnnLM1pC40,00%
  • 12 авг.☕️ GM! Here are the most important market events over the last 24 hours: 🌍Market Overview: 🔸 July CPI came in exactly on consensus: 0.1% on the month, 3.4% on the year, with core at 0.2% and 2.5%. Tame enough to ease the pressure for a September hike, though still well above the Fed's 2% target. 🔸 Nvidia released Nemotron 3.5 Lightning, an open-source model light enough to run on a single laptop GPU, plus NeMo Switchyard, software that picks the cheapest suitable model for a given task. 🔸 CoreWeave grew revenue 112% year over year and widened its net loss to $626 million from $290 million. Backlog is now $104 billion, and that excludes over $25 billion of new third-quarter commitments. 🔸 CME Group and Silicon Data will list two compute futures contracts on Oct 5, the first exchange-traded price for GPU rental capacity. Each contract is one month of Nvidia H100 rent. 🔸 Anthropic will watermark every Claude model released after August 2, embedding invisible markers in generated text worldwide to meet the EU AI Act rule that took effect that day. 🔸 Koray Kavukcuoglu is taking over Google DeepMind as SVP, reporting straight to Sundar Pichai. Cofounder Demis Hassabis becomes chair. 🪙Crypto Updates: 🔸 Luke Dashjr lost his Bitcoin BIP editor role after a motion noted he had left under 1% of editor comments since April 2024. He called the removal an abuse of power and is taking a sabbatical from mining pool Ocean. 🔸 Two mining pools holding most of Ravencoin's hash rate are building a rival chain that would reverse several days of transactions, after a consensus flaw let bad blocks through. Exchanges halted deposits. 🔸 ENS DAO tokenholders executed an overhaul on-chain that turns the ENS Foundation into a staffed operating body with a five-seat board and a roughly $65 million endowment. 🔸 MoneyGram opened its Ramps service to Solana wallets, exchanges and developers, connecting them to cash deposits in over 25 countries and withdrawals in more than 170. 🔸 Grvt will build a position of up to $100 million in Ondo Finance's yield-bearing USDY over the next 12 months, routing the yield into its Earn base rate. 🔸 Metaplanet shifted 3,881 $BTC, about $247 million, between wallets it controls rather than to an exchange, so it is not a sale. It bought its roughly 43,000 BTC at an average near $96,000.0,00%
  • 11 авг.☕️ GM! Here are the most important market events over the last 24 hours: 🌍Market Overview: 🔸 Nvidia signed MOUs with Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs and KKR to mobilize more than $500 billion in third-party capital for AI data centers, and it can backstop 25% of every loan. 🔸 Small-business optimism hit 99.8 in July, the highest since August 2025 and against the 97 economists expected. Hiring plans are the strongest since October 2022, arguing Friday's payroll drop was a blip. 🔸 Riot Platforms jumped over 20% pre-market after signing a $9.1 billion, 20-year deal to supply Anthropic with 191 megawatts of compute. Two extension options could lift it to $16.1 billion. 🔸 A judge paused the CFTC's case against the soldier accused of making $409,881 on Polymarket bets over Maduro's removal, the first US insider-trading prosecution involving a prediction market. 🔸 Banks are tightening diligence on US data-center loans. At least 75 projects worth about $130 billion faced local opposition in the first quarter. 🔸 FlightAware sued Kalshi in New York federal court over its flight data and trademark being used to settle cancellation bets. Kalshi already faces gambling actions from New York, Wisconsin and Nevada. 🪙Crypto Updates: 🔸 Strategy sold 1,690 bitcoin for $108.6 million and spent all of it buying back 1,152,020 STRC preferred shares. Holdings now sit at 840,447 $BTC. 🔸 Jupiter shipped Lend v2 on Solana, letting deposits and borrowed positions double as trading liquidity so one dollar earns loan interest and swap fees. Lend holds about $1.9 billion in deposits. 🔸 Vitalik Buterin moved quantum safety up $ETH's roadmap, with LeanSPHINCS signatures and signature aggregation now in the mix. 🔸 Wallets holding at least 10,000 $BTC are back to 90, a six-month high. Since July 29 the 10 to 10,000 BTC cohort added roughly $1.5 billion while micro wallets kept shrinking, Santiment says. 🔸 Mysten Labs launched Tessera on $SUI, a KYC-gated settlement network where invoice amounts stay encrypted onchain while counterparties, regulators and auditors get scoped access. 🔸 The SEC set an August 14 meeting to propose Regulation Crypto, its first formal crypto rulemaking. A comment period of two or three months and a rewrite come before any of it binds.0,00%
  • 10 авг.☕️ GM! Here are the most important market events over the last 24 hours: 🌍Market Overview: 🔸 OpenAI, Anthropic and Meta each disclosed rogue-model incidents within two weeks, all traced to Irregular, a $450 million Tel Aviv startup whose misconfiguration let models reach the public internet. 🔸 The Bank of Japan flagged growing risks of accelerating inflation in its July summary of opinions, with one board member saying the pace of hikes could quicken. The 10-year JGB yield rose to 2.81% on Monday. 🔸 TSMC booked NT$467.58 billion ($14.5 billion) of July revenue, up 44.7% on the year, and guides 2026 growth slightly above 40% with capex lifted to $60-64 billion. C.C. Wei calls AI demand extremely robust. 🔸 The Trump administration put $400 million into an Australian scandium mine to chip away at China's critical-minerals dominance. Sunrise Energy Metals rose as much as 29%. 🔸 Gemini 3.5 Pro has missed three release deadlines and still is not out. Google's strongest shipped model now sits behind Anthropic, OpenAI, xAI, Meta and Chinese labs, and June cost it Noam Shazeer and John Jumper. 🔸 Apollo's Torsten Slok puts chipmaker margins at 41% and model-and-app companies at minus 59%, profits funded by investors rather than earned from customers. Goldman still sees AI investment past $1 trillion in 2026. 🪙Crypto Updates: 🔸 $BTC's BIP-110 fork mined two blocks and stopped. It sits frozen at block 961,633 while the main chain runs past 961,744, and Saylor puts the rejection at 99.85% of hashpower. 🔸 SGP-0002 and SGP-0003 each cleared 15% of active stake and advanced into Solana's eleven-epoch governance process. The first would double annual disinflation to 30%, cutting emissions by 18.9 million $SOL. 🔸 Grayscale pulled its $ADA, $HBAR and $DOT ETF registrations in three filings 190 seconds apart. These were withdrawals, not rejections. 🔸 HyperLabs unlocked 433,025 $HYPE worth about $23.46 million and sent them toward Flowdesk and OKX. Onchain trackers logged 75,000 of those converted into USDC on Hyperliquid. 🔸 Gross protocol revenue at Hyperliquid has fallen every quarter since peaking at $357 million in Q3 2025, and the buyback that retires HYPE is a fixed 97% cut of fees, so it shrinks with them. 🔸 Robinhood switched on UK crypto trading with more than 50 assets including BTC, ETH, XRP and HYPE through Bitstamp UK, which it bought for $200 million. No trading, custody or maintenance fees.0,00%