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Crypto bounces, tech sell-off continues, gold sinks

Crypto

• BTC: 62,660 (+2%) | BTC.D: 58.5% (+0.6%)

• ETH: 1,653 (+1%) | BNB: 596 (+1%) | SOL: 65 (+1%)

• Fear & Greed: 13 | 24h Liq: $380m

• BTC ETFs: -$214M | ETH ETFs: -$36M

• Top Gainers: VELVET, BEAT, SKYAI, CRV, CVX

• Odds of BTC 100K+ by 2027 hit lows of 18%

• We will be largest buyer of BTC: Strategy CEO

• $400B tech IPOs driving BTC decline: Saylor

• CryptoQuant sees BTC bottom near $53.6K

• Fold sells $45M BTC to repay debt, fund growth

• HYPE decline linked to rise of Kalshi perps

• BlackRock files yield BTC ETF amendment

• Bitmine adds $41M ETH, Fidelity buys hit 2-mo high

• XRP transaction demand down 91.5%

• Q2 worst ICO quarter in 5 years: CryptoRank

• Stellar unveils quantum defense plan

• Raydium legacy AMM exploited for $1.34M

• Circle unveils Arc Privacy for institutions

• Coinbase urges scrapping stablecoin spend tax

• Coinbase first in US with global perp futures

• CFTC proposes sports contracts framework

• Mastercard launches Agent Pay for machines

• DBS to launch tokenised gold for retail

• Teen admits $13M crypto scam, bought jets

Macro

• NASDAQ: $25,170 (-2%) | Gold: $4,100 (+1%)

• Tech sell-off rages on, despite as-expected CPI

• Gold, Silver hit 2026 lows

• CPI hits highest since Apr 2023

• 'I love the inflation’: Trump

• Oil tops $92/bbl, US-Iran trade strikes

• Pentagon calls strikes 'coercive diplomacy'

• Iran shuts Strait of Hormuz to all traffic

• US military insists Hormuz remains open

• US sanctions Chinese firms supporting Iran

• Oil market 1.2B bbl in the hole from war: Shell

• US home prices surpass 2006 bubble peak

• FISA renewal at risk over Trump spy pick

• White House, defence firms talk arms ramp-up

• Lockheed, Palantir, Amazon funded WH ballroom

• DOJ subpoenas JPMorgan, BofA over debanking

• Ukraine strikes major Russian oil refinery

• Poland won't block Ukraine's EU accession

AI & Tech

• OpenAI mulls steep price cuts to fight Anthropic

• Messi unveils ChatGPT partnership

• Saudi, Kuwait funds bid $1-5B each for SpaceX

• Retail borrowing to chase SpaceX IPO: Bloomberg

• Google DiffusionGemma hits 1K tokens/sec

• Anthropic walks back Fable 'sabotage' policy

• Microsoft curbs internal Claude Fable usage

• Oracle to raise $40B for AI spend in 2027

• White House guts AI safety testing unit

• AI-designed vaccine enters human trials

• CISA asks US agencies to fix bugs in 3 days

• Amazon Graviton5 GA offers 25% faster compute

YEET: Crypto's Casino
Just passed $2.6B in lifetime volume!

The information does not constitute financial advice or recommendation and should not be considered as such. Full Disclaimer

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