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BTC nears $65K, AI sell-off back, US halts all Iran talks

Crypto

• BTC: 64,320 (0%) | BTC.D: 58.7% (0%)

• ETH: 1,918 (+1%) | BNB: 603 (0%) | SOL: 77 (+2%)

• Fear & Greed: 47 | 24h Liq: $185m

• BTC ETFs: +$189M | ETH ETFs: +$71M

• Top Gainers: BTW, VELVET, TIBBIR, GNO, PUMP

• BTC flirts with $65k, outperforms stocks

• SEC proposes ‘Regulation Crypto Assets’

• SEC rules leave BTC untouched as a commodity

• 8 of 12 BTC capitulation signals trigger: VanEck

• Metaplanet to launch US BTC DAT

• Citi to launch BTC custody this year

• Cypherpunk intros largest Zcash mining fleet

• Hayes unretires to lead Flop Labs

• FBI may have found Coldcard theft crew

• Solana hits 1.2B weekly transactions

• FASB sets 3 tests for stablecoins to qualify as cash

• Wyoming migrates FRNT to Chainlink CCIP

• Telegram seeks ICANN nod for .gram domains

• DTCC to launch tokenisation service in Oct

• Securitize, Neuberger debut tokenised HY fund

• x402 inevitable as AI agents transact: Armstrong

• Maya Protocol halts after $1.7m exploit

• Kalshi seeks approval for for US500, Copper perps

• Toyota Finance issues JPY 1bn tokenised bond

• Kraken adds 7,000+ US stocks for EEA users

Macro

• NASDAQ: $26,290 (-1.3%) | Gold: $4,360 (+0.7%)

• AI sell-off drags US stocks lower

• Trump orders envoys to halt all Iran talks

• Stock market no longer in greed, per Kalshi

• Pending home sales fall to second lowest ever

• Private credit NPLs continue increasing

• Census found 24K non-citizen votes in 2020

• US, Canada near trade deal

• All mines removed in Strait of Hormuz: Trump

• Iran weighs strikes on military targets in EU

• Pentagon weighs smaller presence in Gulf

• UAE suspends all trade with Iran

• Iran denies firing missiles at the UAE

• Ship struck in Bab el-Mandeb Strait

• Venezuela's $4bn gold leaves London for US

• Half of Venezuela's oil output now goes to US

• Chinese refined fuel exports have collapsed

• Moscow hit by Ukrainian drone swarm

• Russians pull $15bn from banks in 2 months

• S Korea braces for worst case as US cuts drills

• Trump pushing to meet Kim Jong Un this year

AI & Tech

• KOSPI slumps 6% on AI selloff

• OpenAI Q2 revenue +18% q/q, tepid vs Anthropic

• OpenAI rolls out ChatGPT for Teens safe mode

• OpenAI pauses RL training on frontier models

• OpenAI adds new controls post Hugging Face

• Claude now designs proteins: Anthropic

• Anthropic pre-IPO credit facility to go past $10B

• Anthropic preps supervoting power for founders

• 44% odds Anthropic IPOs above SpaceX

• Google to move Pixel supply chain out of China

• ByteDance, Tencent each receive ~10K H200s

• Apple overhauls Europe App Store fees

• Pennsylvania hikes DC permit requirements

• AI backlash becoming a touchy election issue

• Data center copper use to hit 740K tons in 2026

• Unitree pops 629% in Shanghai trading debut

• Tesla is finally launching the Cybercab

• Cursor launches a rival to GitHub hosting

• TikTok explores P2P payments via DMs

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